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computers: Archive

Supriyo Bose

Intel Stock Surges on Apple Deal Buzz: Can INTC Sustain This Momentum?

INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.

INTCNegative Net Change AAPLNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Micron's HBM-Driven DRAM Demand Rises: Can AI Keep Lifting the Growth?

MU rides on the surging HBM-fueled DRAM demand as AI workloads boost shipments, pricing strength and growth momentum into 2026.

INTCNegative Net Change MUPositive Net Change AVGOPositive Net Change

Harshit Gupta

Can Rigetti Maintain Its Balance Sheet Strength While Scaling R&D?

RGTI's strong cash position fuels its quantum roadmap, but rising R&D spend raises questions about sustaining balance sheet strength.

ARQQNegative Net Change IONQPositive Net Change RGTIPositive Net Change

Anirudha Bhagat

Taiwan Semiconductor Trading at a Discount: How to Play the Stock?

TSM's lower P/E versus peers, booming AI chip demand and rising advanced-node revenues fuel a compelling but cautious hold case.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change TSMPositive Net Change

Zacks Equity Research

PSTG Q3 Earnings Lag Despite Solid Revenues, Stock Up on Upbeat View

Pure Storage posts strong fiscal Q3 2026 revenue growth, raises its outlook and sees robust demand across products despite supply-chain pressures.

NTAPPositive Net Change TDCPositive Net Change SMCIPositive Net Change PSTGPositive Net Change

Bryan Hayes

Bull of the Day: Vertiv Holdings (VRT)

This AI infrastructure provider boasts a rich partner base that includes the likes of Nvidia, Ballard Power Systems, Compass Datacenters, and Intel.

VRTNegative Net Change

Mark Vickery

Top Research Reports for Apple, Tesla & Micron Technology

Apple's strong Services growth, over 1B paid subscribers and the new iPhone 17 lineup shape upbeat sales expectations despite margin pressures.

AAPLNegative Net Change COPNegative Net Change EIXNegative Net Change MUPositive Net Change TSLANegative Net Change KTCCNegative Net Change FTVPositive Net Change HBBNegative Net Change

Zacks Equity Research

Can Affirm's Low-Ticket Purchases Outgrow Its Big-Ticket Categories?

AFRM shifts focus to everyday low-ticket purchases, boosting transactions, loyalty and platform growth beyond big-ticket items.

VNegative Net Change AFRMPositive Net Change KLARNegative Net Change

Zacks Equity Research

Foundry & Gotham: The Engines Driving Palantir's Enterprise AI Rise

PLTR accelerates beyond defense as Foundry and Gotham drive surging commercial adoption and fuel its sharp stock gains.

NVDAPositive Net Change AIPositive Net Change PLTRNegative Net Change

Mrithunjoy Kaushik

How Realistic Is SOUN's Path to a Breakeven Operating Profile in 2026?

SoundHound sharpens its path to 2026 breakeven as cash strength, rising margins and integration synergies reinforce its expanding revenue base.

VRTNegative Net Change TASKNegative Net Change BBAINegative Net Change SOUNNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Palantir Technologies, Philip Morris International, TotalEnergies, Natural Resource Partners and Genie Energy

Palantir, Philip Morris, TotalEnergies, NRP and GNE headline fresh Zacks research as analysts spotlight performance drivers, risks and outlook shifts.

PMPositive Net Change NRPNegative Net Change GNENegative Net Change PLTRNegative Net Change TTEPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Rigetti Computing and D-Wave Quantum

Rigetti's modular quantum push and D-Wave's annealing traction set up a high-stakes clash between long-term ambition and near-term commercial momentum.

RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Will Softening Equipment Demand Limit Plug Power's Growth Potential?

PLUG faces weakening demand across legacy products, while rising electrolyzer sales offer a rare bright spot amid its Q3 pressures.

PLUGNegative Net Change FLUXPositive Net Change BENegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Palantir Technologies and Micron

Palantir's surging AIP demand and MU's HBM-fueled momentum put both stocks in focus as AI growth continues to reshape the tech landscape.

MUPositive Net Change NVDAPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Criteo and NetEase

CRTO and NTES stand out as global, AI-driven operators gaining traction as the Internet Software & Services industry strengthens.

NTESNegative Net Change CRTONegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Oklo, Constellation Energy, Microsoft, Meta Platforms, Bloom Energy, First Solar and Nextpower

AI-driven power demand is surging, putting CEG in focus as its Three Mile Island revival and big-tech deals set it apart.

MSFTPositive Net Change CEGNegative Net Change FSLRNegative Net Change BENegative Net Change METANegative Net Change NXTNegative Net Change OKLONegative Net Change

Zacks Equity Research

Hims & Hers Health and F5 have been highlighted as Zacks Bull and Bear of the Day

Cirrus Logic lands Bull of the Day as earnings beats and rising estimates contrast with pressure on peers like F5.

NOCPositive Net Change GDNegative Net Change FFIVPositive Net Change CRUSNegative Net Change RTXPositive Net Change

Zacks Equity Research

Simulations Plus' Q4 Earnings & Sales Meet Estimates, Fall Y/Y

SLP posts softer fiscal Q4 2025 results but meets full-year goals as cloud, AI and integrated workflows shape its next growth phase.

SAPNegative Net Change SLPNegative Net Change BLKBNegative Net Change CDNSNegative Net Change

Anirudha Bhagat

NVIDIA's Q3 Data Center Sales Soar 56%: Can NVDA Sustain the Momentum?

NVDA's data center sales hit $51.22B as surging AI demand fuels record growth and expectations for a strong Q4.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

NVIDIA Soars 27% in Six Months: Is the Stock Still Worth Buying?

NVDA's six-month surge and soaring AI-driven Data Center growth fuel a bullish case as revenues and liquidity strengthen.

QCOMPositive Net Change TXNNegative Net Change STMNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Company News for Dec 2, 2025

Companies In The Article Are: SNPS,DIS,CPNG,MRNA

DISPositive Net Change MRNAPositive Net Change SNPSNegative Net Change CPNGPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for December 2nd

KSS, MTLS, CGAU, BVN and JBSS have been added to the Zacks Rank #1 (Strong Buy) List on Dec.2, 2025

KSSNegative Net Change JBSSNegative Net Change BVNNegative Net Change MTLSPositive Net Change CGAUNegative Net Change

Zacks Equity Research

New Strong Sell Stocks for Dec.2

CHA, CLMB and GLAD have been added to the Zacks Rank #5 (Strong Sell) List on Dec. 2, 2025

CHANegative Net Change GLADPositive Net Change CLMBPositive Net Change

Mark Vickery

Top Analyst Reports for Palantir, Philip Morris & TotalEnergies

Palantir surges as its AI platforms and defense projects lift momentum, while analyst reports track shifts across tobacco, energy and microcaps.

GSKPositive Net Change PHNegative Net Change PMPositive Net Change NRPNegative Net Change GNENegative Net Change PLTRNegative Net Change TTEPositive Net Change HOODPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, GE Aerospace and IBM

AMD, GE Aerospace and IBM gain traction in Zacks' latest research as AI demand, aviation strength and hybrid-cloud strategies drive sentiment.

GEPositive Net Change AMDPositive Net Change IBMPositive Net Change