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Zacks Equity Research

Can Qualcomm's Snapdragon Ride Flex for Hyundai Work Wonders?

QCOM partners with Hyundai Mobis to co-develop SDVs and ADAS, leveraging Snapdragon Ride Flex for smarter, more efficient vehicles.

QCOMNegative Net Change NVDAPositive Net Change NXPIPositive Net Change

Zacks Equity Research

Higher Capacity HDDs Drive Western Digital's Revenue Growth

WDC's HDD business is powering revenue growth as hyperscale demand lifts exabyte shipments, high-capacity drive adoption and outlook.

WDCPositive Net Change MUPositive Net Change PSTGPositive Net Change

Harendra Ray

How Transformative Is DoorDash's Partnership for SERV's Growth?

Serve Robotics' DoorDash partnership broadens demand, improves robot utilization and strengthens unit economics as it pushes toward scalable growth.

SERVNegative Net Change VRTPositive Net Change BBAIPositive Net Change

Anirudha Bhagat

Salesforce Plunges 20% in a Year: Is CRM Stock Still a Hold?

CRM shares are down 18% in a year, but AI momentum, enterprise expansion and discounted valuation suggest Salesforce may still be worth holding.

MSFTNegative Net Change CRMNegative Net Change SAPPositive Net Change ORCLPositive Net Change

Anirudha Bhagat

Can AI-Driven DRAM Demand Sustain Micron's Revenue Upswing?

MU is riding on an AI-fueled DRAM boom as higher memory content, pricing gains and tight supply drive revenue growth.

INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change

Zacks Equity Research

SLP Stock Crashes on Q1 Earnings Miss, Software Headwinds Hurt Sales

Simulations Plus Q1 fiscal 2026 EPS miss as software revenue fall 17%, but services momentum and strong bookings support confidence for the rest of fiscal 2026.

CIENNegative Net Change SLPPositive Net Change GWREPositive Net Change BBNo Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Alphabet, Amazon, Apple and Microsoft

Alphabet surged nearly 65% to lead the Magnificent 7, but premium valuation and rising AI costs raise questions for 2026.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Ciena, Lumentum and Corning

Ciena is riding surging AI-driven network demand, posting strong growth and raising its outlook as cloud and data center spending accelerates.

CIENNegative Net Change GLWPositive Net Change LITEPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, Apple and Nvidia

Alphabet has overtaken Apple as the world's No. 2 public company, powered by a surge in AI momentum and strong investor confidence.

AAPLNegative Net Change NVDAPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Adobe and Salesforce

Adobe's record sales, steady double-digit growth, and expanding AI tools suggest the beaten-down software giant could stage a comeback in 2026.

CRMNegative Net Change ADBENegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: NVIDIA, Modine Manufacturing, Credo Technology, Vertiv and Coherent

NVIDIA???s Vera Rubin reveal shook AI infrastructure, sparking sharp moves in Modine and Credo as investors reassessed cooling and connectivity needs.

NVDAPositive Net Change COHRPositive Net Change MODPositive Net Change VRTPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Eli Lilly and JD.com have been highlighted as Zacks Bull and Bear of the Day

Eli Lilly's obesity drugs Mounjaro and Zepbound are driving explosive revenue growth, strengthening its dominance as demand accelerates worldwide.

LLYNegative Net Change NVDAPositive Net Change JDNegative Net Change BBAIPositive Net Change

Zacks Equity Research

PATH's Financial Strength: Cash, Liquidity and Flexibility Explained

PATH's $1.4B cash pile, zero debt and strong liquidity give it flexibility to invest, expand and weather volatility as shares beat industry gains.

AINegative Net Change PATHNegative Net Change PLTRPositive Net Change

Aniruddha Ganguly

Chase to Issue Apple Card: What's Ahead for Apple's Payments Business?

Chase will become Apple Card issuer within 24 months, as AAPL boosts fintech and Services growth.

AAPLNegative Net Change GOOGLPositive Net Change AFRMPositive Net Change

Arijit Sarkar

Can IBM's Long-Term Wimbledon Commitment Benefit the Stock?

International Business Machines renews its 36-year Wimbledon partnership, using AI and cloud to deliver smarter, real-time fan experiences and personalized match insights.

MSFTNegative Net Change IBMPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, Roche and UnitedHealth

Micron Technology, Roche and UnitedHealth highlight diverging opportunities across technology, pharmaceuticals and managed care.

RHHBYPositive Net Change UNHNegative Net Change MUPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Meta Platforms, Amazon, Alphabet, Microsoft, Nvidia, Apple and Tesla

Meta Platforms, Amazon and Alphabet emerge as standout Magnificent 7 plays for 2026 as AI tailwinds persist and leadership within Big Tech shifts.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDAPositive Net Change TSLAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Zacks Equity Research

Zacks Earnings Trends Highlights: NVIDIA, Apple and Tesla

NVIDIA headlines a strengthening earnings outlook as rising estimates point to broad S&P 500 profit growth into 2026.

AAPLNegative Net Change NVDAPositive Net Change TSLAPositive Net Change

Om Jaiswal

CrowdStrike Trades at Premium Valuation: Buy, Sell or Hold the Stock?

CRWD trades at a rich valuation as growth slows, but Falcon Flex momentum and expanding partnerships keep the hold case intact.

AMZNNegative Net Change FFIVNegative Net Change CYBRNegative Net Change CRWDPositive Net Change

Sraddha Singha

Will Chegg's 60% CapEx Cut in 2026 Free Up Enough Fuel for Growth?

Will CHGG's 60% capex cut in 2026 unlock cash for skilling growth as it pivots away from legacy academics?

CHGGNegative Net Change COURNegative Net Change DUOLPositive Net Change

Harshit Gupta

Rigetti Stock Soars 151% in a Year: Is It Still Worth Holding in 2026?

RGTI is up 151% in a year, but softer results, margin pressure and missed DARPA progress raise questions as its 2026-2027 quantum roadmap unfolds.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Anirudha Bhagat

LRCX vs. TSM: Which Semiconductor Powerhouse Is the Better Buy?

Lam Research gains the upper hand in the AI chip boom, delivering strong growth and steadier prospects compared to Taiwan Semiconductor.

LRCXPositive Net Change TSMPositive Net Change

Mark Vickery

Top Stock Reports for Micron Technology, Roche & UnitedHealth

MU leads today's Zacks Research Daily, with AI-driven memory demand, strong DRAM pricing recovery and solid cash flow powering recent outperformance.

RHHBYPositive Net Change UNHNegative Net Change PAYXPositive Net Change WDCPositive Net Change MUPositive Net Change DXCMNegative Net Change

Tanuka De

Is Planet Labs Building Revenue Stability Through Government Deals?

PL leans into government contracts for revenue stability as its $734.5M backlog surges 216% year over year.

PLPositive Net Change RKLBPositive Net Change BKSYPositive Net Change

Bryan Hayes

How to Identify Stock Market Winners Early in 2026

These three triggers can help narrow down the investment universe to stocks with the best profit potential.

WDCPositive Net Change