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computers: Archive

Zacks Equity Research

Company News for Sep 1, 2026

Companies In The News Are: PINS, AAPL, CRWD, SAIC.

AAPLNegative Net Change SAICPositive Net Change PINSNegative Net Change CRWDPositive Net Change

Mark Vickery

Top Analyst Reports for Microsoft, Intel & Bank of America

Microsoft's AI momentum and Azure expansion support growth, while capacity constraints and competition remain key challenges ahead.

BACNegative Net Change INTCPositive Net Change MSFTNegative Net Change AXRPositive Net Change UBCPNegative Net Change UALNegative Net Change ETNNegative Net Change EMENegative Net Change

Urmimala Biswas

QUBT vs. QBTS: Which Quantum Stock Should You Buy or Sell Now?

QUBT and QBTS both face post-earnings weakness, but stronger revenue growth, liquidity and lower valuation give QUBT an edge.

QUBTPositive Net Change QBTSPositive Net Change

Shaun Pruitt

Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business.

DELLNegative Net Change AMDPositive Net Change NVDAPositive Net Change SMCIPositive Net Change LNVGYPositive Net Change HPENegative Net Change

Shuvra Shankar Dey

ARM vs. NVDA: Which AI Chip Designer is Worth Investing in?

NVIDIA's faster growth, integrated AI platform, strong cash generation and lower valuation make it the stronger investment choice over Arm Holdings.

NVDAPositive Net Change ARMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Dollar General, Envista, Match and The Allstate

Dollar General, Envista, Match Group and Allstate stand out as PEG-based value picks as investors seek opportunities beyond AI stocks.

DGPositive Net Change ALLNegative Net Change MTCHNegative Net Change NVSTPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Salesforce, Cisco, Dell, Uber and Robinhood

Salesforce's AI momentum, stronger cash flow and raised guidance fuel its post-earnings rally, but investment gains cloud the EPS picture.

CRMPositive Net Change CSCOPositive Net Change DELLNegative Net Change UBERNegative Net Change HOODPositive Net Change

Rajshree Sipani

AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

COHUNegative Net Change AEHRNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Okta, Microsoft, CrowdStrike and Cisco Systems

Okta surged after strong Q2 results, with accelerating bookings, enterprise demand and AI-agent security boosting its growth outlook.

MSFTNegative Net Change CSCOPositive Net Change OKTAPositive Net Change CRWDPositive Net Change

Aparajita Dutta

ETFs to Buy as Salesforce Jumps on Q2 Earnings Beat, Anthropic Gains

Salesforce's Q2 beat, Anthropic gain and AI momentum send shares soaring, while CRM-heavy ETFs offer diversified exposure with less single-stock risk.

CRMPositive Net Change FDNNegative Net Change IGVPositive Net Change CLODPositive Net Change FDNDNo Net Change AMZNNegative Net Change PLTRPositive Net Change