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Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Palantir Technologies

Nvidia and Palantir surge toward record highs, fueled by AI momentum and landmark partnerships shaping the bull market.

NVDANegative Net Change PLTRPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Nebius, Apple, T-Mobile US, Intel and CrowdStrike

Nvidia's $100B OpenAI bet, Apple's iPhone surge, and Intel's revival highlight tech's powerful rebound in 2025.

INTCNegative Net Change AAPLNegative Net Change NVDANegative Net Change TMUSNegative Net Change CRWDPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Halozyme Therapeutics and Synopsys have been highlighted as Zacks Bull and Bear of the Day

Halozyme shines with strong growth and partnerships, while Synopsys struggles after earnings miss and lowered outlook.

TJXNegative Net Change DLTRPositive Net Change ROSTPositive Net Change SNPSPositive Net Change HALOPositive Net Change

Anirudha Bhagat

NVIDIA's Networking Revenues Double: Can It Keep the Momentum?

NVDA's Networking revenues surge to $7.3B in Q2 as AI data center demand fuels record growth in Spectrum-X and InfiniBand solutions.

NVDANegative Net Change AVGONegative Net Change ANETNegative Net Change

Anirudha Bhagat

4 Internet Delivery Services Stocks in Focus in a Prospering Industry

The Zacks Internet - Delivery Services industry participants like GDDY, VIPS, QNST and ASUR are poised to benefit from increasing smartphone and Internet penetration.

GDDYPositive Net Change QNSTPositive Net Change ASURPositive Net Change VIPSNegative Net Change

Arghyadeep Bose

Accenture Pre-Q4 Earnings: Is the Stock a Portfolio Must-Have?

ACN prepares for the Q4 results with GenAI momentum, strong cash flow and an active buyout strategy shaping its growth outlook.

ACNPositive Net Change BZUNNegative Net Change TASKPositive Net Change

Harendra Ray

OPEN vs. COMP: Which Real Estate Innovator Can Turn Things Around?

Compass posts record revenues and agent gains in Q2, while Opendoor shifts strategy but faces sharp revenue declines in 2025.

OPENPositive Net Change COMPPositive Net Change

Zacks Equity Research

Seagate Stock Surges 153.4% in 6 Months: Will the Uptrend Continue?

STX has surged 153.4% in six months, lifted by AI-driven cloud demand, HAMR ramp-up, SSD growth and new product launches.

IBMNegative Net Change STXNegative Net Change MUNegative Net Change HPEPositive Net Change

Mrithunjoy Kaushik

C3.ai's Q1 Margin Squeeze Raises Questions on Path to Profitability

AI's pivot to initial production deployments is reshaping growth prospects but straining margins and delaying its path to profitability.

AIPositive Net Change SNOWPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Strength in Network Software Drives Roper: Can the Momentum Sustain?

ROP lifts its 2025 outlook as the Network Software and Application Software segments gain from GenAI, cross-sell and strong demand.

HONPositive Net Change APositive Net Change ROPPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, TSMC and Western Digital

Micron rallies 100% YTD as AI server demand drives memory chip growth - earnings beat likely with DRAM pricing momentum and NVIDIA partnerships fueling upside.

WDCPositive Net Change MUNegative Net Change NVDANegative Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle and Microsoft

Oracle's explosive $455B backlog and OpenAI deal spark headlines, but Microsoft's diversified AI ecosystem, global infrastructure, and stronger financials make it the more reliable AI-cloud bet.

MSFTNegative Net Change ORCLPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Pure Storage, NetApp and Netlist

Pure Storage, NetApp and Netlist see growth opportunities from AI-driven demand and flash adoption despite storage industry headwinds.

NTAPPositive Net Change PSTGPositive Net Change NLSTNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Daktronics, Kimball Electronics and Hayward Holdings

Daktronics, Kimball Electronics and Hayward Holdings gain from AI, data center and climate solution demand despite macro headwinds.

DAKTNegative Net Change KENegative Net Change HAYWNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Scorpio Tankers, Kanzhun and Tencent Music Entertainment

Scorpio Tankers, Kanzhun and Tencent Music stand out as low-beta picks to navigate market volatility and tariff uncertainty.

BZNegative Net Change STNGPositive Net Change TMEPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Universal Health Services, Methanex, Arista Networks, Voya Financial and Maximus

Universal Health Services, Methanex, Arista Networks, Voya Financial and Maximus stand out for robust sales growth in a volatile market.

UHSNegative Net Change MEOHPositive Net Change MMSNegative Net Change VOYAPositive Net Change ANETNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: IWM, Credo Technology and IonQ

Small-caps surge to record highs with IWM leading the charge, while Credo Technology and IonQ deliver standout gains.

IWMPositive Net Change IONQPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Ralph Lauren and GIII Apparel have been highlighted as Zacks Bull and Bear of the Day

Ralph Lauren shines with record growth and digital expansion while GIII Apparel struggles with weak demand and costly transitions.

INTCNegative Net Change NVDANegative Net Change RLNegative Net Change GIIINegative Net Change

Zacks Equity Research

UiPath's Debt-Free Balance Sheet Fuels Strategic Flexibility

PATH's debt-free balance sheet and $1.4B cash reserve give it unique flexibility to invest boldly in automation growth.

MSFTNegative Net Change PATHNegative Net Change NOWNegative Net Change

Supriyo Bose

Will Qualcomm's Deep Foray Into AI Realm Work Wonders for the Stock?

QCOM expands beyond smartphones with Snapdragon X AI chips for PCs, targeting growth in laptops and desktops.

INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

Can Significant Capital Infusions Drive Innovation in Intel Chips?

INTC secures multibillion-dollar backing from NVIDIA, Softbank and the U.S. government to fuel AI innovation and expand its chip manufacturing strategy.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Bryan Hayes

Stocks Hit All-Time Highs as Small-Caps Stage Breakout

A sustained breakout for small-caps could usher in a new regime.

IWMPositive Net Change IONQPositive Net Change CRDOPositive Net Change

Zacks Equity Research

Best Momentum Stock to Buy for September 19th

GFI, M and MGIC made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 19, 2025.

MNegative Net Change GFINegative Net Change MGICPositive Net Change

Shrabana Mukherjee

Stride Bets on Tutoring and AI: Will New Investments Pay Off?

Can LRN's record year and bold bets on tutoring and AI turn its digital education momentum into lasting growth?

LRNPositive Net Change CHGGPositive Net Change COURPositive Net Change

Zacks Equity Research

PTC Unveils Arena AI Assistant & Supply Chain Intelligence Enhancements

PTC expands its Arena portfolio with an AI-powered assistant, new supply chain tools and CAD-PLM integration to boost collaboration and efficiency.

IDCCNegative Net Change VSATPositive Net Change PTCPositive Net Change UIPositive Net Change