Back to top

computers: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Broadcom and Vertiv

Zacks spotlights Broadcom and Vertiv as dividend-paying AI plays, combining growth potential with income for investors seeking exposure to next-gen infrastructure.

AVGONegative Net Change VRTNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo

Zacks spotlights Nvidia, Arm Holdings, CoreWeave, AMD, and Oklo as beneficiaries of a fresh bull market, boosted by the Fed's dovish pivot and broad market strength.

AMDNegative Net Change NVDAPositive Net Change ARMNegative Net Change OKLOPositive Net Change CRWVNegative Net Change

Zacks Equity Research

SoundHound's AI Voice Assistant Rolls Into Jeep Vehicles Across Europe

SOUN's generative AI voice assistant debuts in Jeep vehicles across Europe, boosting visibility and growth prospects.

PTCPositive Net Change SOUNNegative Net Change RDDTPositive Net Change PENGPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Alphabet, Meta Platforms, Amazon.com and Microsoft

NVIDIA's soaring valuation, AI demand, and looming Q2 earnings create a tug-of-war between sell pressure and long-term growth optimism.

AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

Willdan and Eastman Chemical have been highlighted as Zacks Bull and Bear of the Day

Willdan posts blowout Q2 results, lifts full-year outlook, while Eastman Chemical struggles with weak demand and tariff pressures.

MRVLNegative Net Change EMNPositive Net Change AVGONegative Net Change WLDNPositive Net Change ASTSPositive Net Change ALABPositive Net Change

Shivangi Deora

Will Cloud and AI Growth Help Seagate Preserve Its Margin Momentum?

STX's surging nearline demand, HAMR adoption and record margins highlight its strong momentum heading into fiscal 2026.

WDCNegative Net Change STXPositive Net Change PSTGNegative Net Change

Santanu Roy

5 Top-Ranked Efficient Stocks to Buy for Solid Gains Amid Volatility

Strong efficiency ratios help spotlight ZWS, AWI, RL, CLS and CNQ as the top-ranked stocks for navigating market volatility.

RLPositive Net Change CLSNegative Net Change CNQPositive Net Change AWIPositive Net Change ZWSNegative Net Change

Urmimala Biswas

IonQ or Rigetti: Who Wins From Microsoft's Cloud Quantum Push?

RGTI's chiplet tech, Azure integration, and solid financials put it ahead of IONQ as Microsoft fuels quantum's cloud future.

MSFTNegative Net Change NVDAPositive Net Change IONQPositive Net Change RGTINegative Net Change

Shuvra Shankar Dey

PLTR vs. COHR: Which AI-Driven Tech Stock Has More Upside?

Palantir's explosive AIP adoption and surging U.S. revenues outpace Coherent's steady AI hardware gains, giving PLTR stronger near-term upside.

COHRNegative Net Change PLTRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Broadcom, NVIDIA and Advanced Micro Devices

Broadcom rides strong AI networking demand with record chip launches, while NVIDIA and AMD intensify competition in the booming semiconductor market.

AMDNegative Net Change NVDAPositive Net Change AVGONegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Alphabet, Apple and Garmin

Alphabet expands its Pixel lineup with new smartphones, watches, and earbuds, but faces fierce competition from Apple's AI push and Garmin's health-focused wearables.

AAPLNegative Net Change GRMNNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Western Digital Sustain Margin Gains Amid Rising Competition?

WDC rebounds with surging margins, rising HDD demand and guidance for double-digit revenue growth ahead.

WDCNegative Net Change STXPositive Net Change PSTGNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights CrowdStrike and Microsoft

CrowdStrike faces slowing growth and rising competition from Microsoft ahead of Q2 earnings, but its long-term cybersecurity outlook remains strong.

MSFTNegative Net Change CRWDPositive Net Change

Anirudha Bhagat

ASML Sees 30% EUV Growth in 2025: Is Demand Sustainable Through 2026?

ASML Holding expects EUV sales to surge 30% in 2025 on AI and memory demand, but macro risks cloud the outlook for 2026.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Anirudha Bhagat

SMCI Projects $33B FY26 Revenues: Is the Growth Target Realistic?

Super Micro Computer targets $33B revenues in FY26, banking on AI demand and data center solutions to fuel growth momentum.

DELLNegative Net Change SMCINegative Net Change HPEPositive Net Change

Aniruddha Ganguly

ADBE vs. PEGA: Which Enterprise Software Stock is a Better Buy Now?

Adobe's AI-powered tools and growing Digital Media ARR position it more strongly than Pegasystems despite stiff competition.

ADBENegative Net Change PEGAPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Pure Storage Stock Options

Investors need to pay close attention to Pure Storage stock based on the movements in the options market lately.

PSTGNegative Net Change

Arghyadeep Bose

Can SPOT Maintain Its Growth-Profit Balancing Act Amid Headwinds?

Spotify balances user expansion with high expenses, leading investors to monitor margins and future profitability closely.

AMZNPositive Net Change AAPLNegative Net Change SPOTNegative Net Change

Anirudha Bhagat

HBM Drives Micron's Growth: Can MU Sustain the Momentum?

MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.

INTCPositive Net Change MUNegative Net Change AVGONegative Net Change

Zacks Equity Research

AI Demand and Datacenter Momentum to Lift NVIDIA's Q2 Earnings

NVDA's Q2 revenues are expected to surge 54% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

NVDAPositive Net Change FFIVNegative Net Change ANETPositive Net Change QLYSPositive Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: WisdomTree, SkyWest & PepsiCo in Focus

Zacks highlights gains for WisdomTree, SkyWest, and PepsiCo as its stock strategies deliver strong returns amid market volatility.

CATNegative Net Change JNJNegative Net Change HSYPositive Net Change PEPPositive Net Change MTDNegative Net Change SKYWPositive Net Change PRIMNegative Net Change SHOPNegative Net Change NOBLPositive Net Change CRDOPositive Net Change WTNegative Net Change HAFNNo Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Qualys Stock?

Investors need to pay close attention to QLYS stock based on the movements in the options market lately.

QLYSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Cisco and Linde

NVIDIA, Cisco, and Linde showcase AI-driven growth, strategic acquisitions, and resilient industrial leadership.

CSCOPositive Net Change NVDAPositive Net Change LINPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle and Alphabet

Oracle and Alphabet face off in the AI cloud race, but Alphabet's diversified ecosystem, stronger growth, and better valuation give it the edge.

ORCLNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Alphabet, Meta Platforms, Amazon.com and Microsoft

NVIDIA gears up for Q2 earnings with booming Blackwell GPU demand, China chip sales rebound, and soaring data center capex.

AMZNPositive Net Change MSFTNegative Net Change NVDAPositive Net Change GOOGLNegative Net Change METAPositive Net Change