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computers: Archive

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.

QCOMPositive 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 MUNegative 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.

SERVPositive Net Change VRTPositive Net Change BBAIPositive 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.

INTCNegative Net Change MUNegative Net Change AVGOPositive 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.

MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive 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.

CIENPositive Net Change SLPNegative Net Change GWRENegative Net Change BBPositive 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 MSFTPositive 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.

CIENPositive 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.

CRMPositive Net Change ADBENegative Net Change