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computers: Archive

Namrata Chandak

INTU's $300B TAM Expands: Can AI Drive Its Next Growth Phase?

Intuit sees a $300B-plus TAM with just 7% penetration, as AI, mid-market growth and broader services fuel expansion opportunities.

INTUPositive Net Change PYPLPositive Net Change XYZNegative Net Change

Anirudha Bhagat

AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

LRCX sees NAND upside as AI boosts storage demand, with its served market per wafer set to double from 128 to 500-plus layers.

LRCXNegative Net Change KLACNegative Net Change AMATNegative Net Change

Anirudha Bhagat

Can TXN's 300mm Fab Expansion Strategy Further Boost Margins?

Texas Instruments' 300mm fab ramp-up is likely to lift margins as lower-cost wafers, higher utilization and lower capital spending improve operating leverage.

TXNNegative Net Change ADINegative Net Change ONNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Abbott, Corcept, Precigen and Bausch Health Companies

Healthcare stocks like Abbott Laboratories offer low-beta exposure as rate hike fears and inflation keep markets volatile.

ABTPositive Net Change CORTPositive Net Change BHCPositive Net Change PGENPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Micron, Chevron and Exxon

AI-led tech gains and surging oil prices drove market leadership in 2026, even as higher yields and inflation challenged valuations.

CVXNegative Net Change XOMNegative Net Change MUPositive Net Change NVDANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron and Jabil

Micron and Jabil have been highlighted in this Investment Ideas article.

MUPositive Net Change JBLNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Arm Holdings, Advanced Micro Devices, Marvell, Applied Optoelectronics and Nebius

Arm Holdings, Advanced Micro Devices, Marvell, Applied Optoelectronics and Nebius have been highlighted in this Investment Ideas article.

AMDNegative Net Change ARMNegative Net Change MRVLNegative Net Change AAOINegative Net Change NBISNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Micron and Bitcoin

Micron and Bitcoin have been highlighted in this Investment Ideas article.

MUPositive Net Change IBITNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Hewlett, PBF Energy and NetApp

Hewlett, PBF Energy and NetApp have been highlighted in this Investment Ideas article.

NTAPPositive Net Change PBFPositive Net Change HPEPositive Net Change

Zacks Equity Research

Zacks Market Edge Highlights: Meta, NVIDIA and Microsoft

Meta, NVIDIA and Microsoft have been highlighted in this Market Edge article.

MSFTNegative Net Change NVDANegative Net Change METANegative Net Change