Back to top

computers: Archive

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.

WDCPositive 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 CLSPositive Net Change CNQPositive Net Change AWINegative 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 NVDANegative 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 NVDANegative Net Change AVGOPositive 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.

WDCPositive 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 CRWDNegative 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 PEGANegative 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.

AMZNNegative Net Change AAPLNegative Net Change SPOTPositive 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.

INTCNegative Net Change MUNegative Net Change AVGOPositive 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.

NVDANegative Net Change FFIVNegative Net Change ANETNegative Net Change QLYSNegative 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 JNJPositive Net Change HSYPositive Net Change PEPPositive Net Change MTDNegative Net Change SKYWNegative Net Change PRIMNegative Net Change SHOPNegative Net Change NOBLNegative Net Change CRDOPositive Net Change WTNegative Net Change HAFNNegative 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.

QLYSNegative 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.

CSCONegative Net Change NVDANegative Net Change LINNegative 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.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Cisco Systems Extreme Networks and RADCOM

Cisco, Extreme Networks, and RADCOM emerge as key players in AI-driven networking, 5G expansion, and Wi-Fi 7 upgrades.

CSCONegative Net Change EXTRPositive Net Change RDCMNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Marvell Technology

Nvidia and Marvell take center stage with upcoming earnings, offering two distinct plays on the booming AI chip market.

NVDANegative Net Change MRVLPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Chipotle Mexican Grill and Fortinet

Chipotle and Fortinet are each down over 30% in 2025, but Zacks sees long-term strength as both stocks find support at key levels.

CMGNegative Net Change FTNTNegative Net Change

Zacks Equity Research

Zacks Market Edge Highlights: ARKK, Tesla, Palantir Technologies, Robinhood Markets and Tempus

ARKK is up 27.6% in 2025, powered by bets on Tesla, Palantir, Robinhood, and Tempus-Zacks asks if it's time to buy in.

TSLANegative Net Change ARKKNegative Net Change PLTRPositive Net Change HOODNegative Net Change TEMPositive Net Change