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computers: Archive
INTU's $300B TAM Expands: Can AI Drive Its Next Growth Phase?
by Namrata Chandak
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
computers fin-tech
AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?
by Anirudha Bhagat
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
artificial-intelligence computers semiconductor tech-stocks
Can TXN's 300mm Fab Expansion Strategy Further Boost Margins?
by Anirudha Bhagat
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
artificial-intelligence computers tech-stocks
The Zacks Analyst Blog Highlights Abbott, Corcept, Precigen and Bausch Health Companies
by Zacks Equity Research
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
computers
The Zacks Analyst Blog Highlights NVIDIA, Micron, Chevron and Exxon
by Zacks Equity Research
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
computers
Zacks Investment Ideas feature highlights: Micron and Jabil
by Zacks Equity Research
Micron and Jabil have been highlighted in this Investment Ideas article.
MUPositive Net Change JBLNegative Net Change
computers
Zacks Investment Ideas feature highlights: Arm Holdings, Advanced Micro Devices, Marvell, Applied Optoelectronics and Nebius
by Zacks Equity Research
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
computers
Zacks Investment Ideas feature highlights: Micron and Bitcoin
by Zacks Equity Research
Micron and Bitcoin have been highlighted in this Investment Ideas article.
MUPositive Net Change IBITNegative Net Change
computers
Zacks Investment Ideas feature highlights: Hewlett, PBF Energy and NetApp
by Zacks Equity Research
Hewlett, PBF Energy and NetApp have been highlighted in this Investment Ideas article.
NTAPPositive Net Change PBFPositive Net Change HPEPositive Net Change
computers
Zacks Market Edge Highlights: Meta, NVIDIA and Microsoft
by Zacks Equity Research
Meta, NVIDIA and Microsoft have been highlighted in this Market Edge article.
MSFTNegative Net Change NVDANegative Net Change METANegative Net Change
computers