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computers: Archive

Shaun Pruitt

Micron vs. SanDisk: Comparing Two Red-Hot AI Memory Stocks

Memory stocks have reemerged as the biggest beneficiaries of the AI infrastructure boom, with Micron Technology (MU) and SanDisk (SNDK) delivering extraordinary rallies.

MUPositive Net Change SNDKPositive Net Change AMZNNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change

Urmimala Biswas

QBTS vs. QNT: Buy, Hold or Sell as Quantum Valuations Reset?

QBTS and QNT face valuation pressure as higher rates, ongoing losses and uncertain commercialization challenge lofty quantum-computing expectations.

QBTSNegative Net Change QNTPositive Net Change

Zacks Equity Research

Gross-Margin Expansion is a Key Driver of SPOT's Profitability

Spotify's Q2 gross margin rose to 33.4% as Premium growth outpaced music costs and Ad-Supported gains lifted operating profitability.

SPOTNegative Net Change AMZNNegative Net Change AAPLPositive Net Change

Zacks Equity Research

RGTI's 108-Qubit Performance Hurdle Highlights Scaling Challenge Ahead

Rigetti is tackling a coherence-time bottleneck in its 108-qubit Cepheus system to improve gate fidelity and quantum reliability.

RGTINegative Net Change QUBTPositive Net Change IONQPositive Net Change

Zacks Equity Research

Can Intel's Core Ultra Expansion With Googlebook Benefit the Stock?

INTC extends its Core Ultra platform to new Googlebook laptops, bringing Series 3 processors, AI capabilities and advanced connectivity.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change GOOGLNegative Net Change

Mrithunjoy Kaushik

Can Opendoor Reverse Its Historical Q4 Margin Decline in 2026?

OPEN expects Q4 2026 contribution margin to top Q3 as better acquisition economics and legacy inventory sales support a potential historical reversal.

OPENPositive Net Change ZGPositive Net Change OPADPositive Net Change

Zacks Equity Research

Here's Why You Should Hold Paychex's Stock in Your Portfolio Now

PAYX's AI-powered HCM platform, Paycor acquisition and expansion beyond payroll support growth, while macro and leverage risks remain.

PAYXNegative Net Change CIENPositive Net Change FTNTNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Huron Consulting, Interface, QuinStreet and RCM Technologies

Huron Consulting, Interface, QuinStreet and RCM Technologies stand out for rising cash flows and upward earnings estimate revisions.

HURNNegative Net Change QNSTNegative Net Change TILEPositive Net Change RCMTPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights CACI International and PDF Solutions

CACI International and PDF Solutions are riding AI-driven demand across defense, semiconductors and digital transformation despite industry challenges.

CACINegative Net Change PDFSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Procter & Gamble, Sandisk, Analog Devices, Monarch Cement and SUNation Energy

Procter & Gamble, Sandisk and Analog Devices headline Zacks research, with AI demand, innovation and operational gains shaping their outlooks.

ADIPositive Net Change PGPositive Net Change SNDKPositive Net Change SUNEPositive Net Change MCEMNegative Net Change