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computers: Archive

Zacks Equity Research

Palantir Holds Anti-Fragile Edge Amid a Geopolitical Firestorm

PLTR hits record highs as rising global tensions drive demand for its AI-powered defense platforms and real-time systems.

LMTNegative Net Change RTXPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Accenture Earnings Beat Estimates in Q3, Revenues Increase Y/Y

ACN tops third-quarter fiscal 2025 estimates with 11.5% y/y EPS growth and 7.7% revenue gain, lifting the FY25 guidance across key financial metrics.

ACNNegative Net Change FINegative Net Change CPAYNegative Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Zacks Equity Research

Plug Power's Electrolyzer Sales Jump in Q1: Can the Momentum Sustain?

PLUG's electrolyzer revenues soar in Q1 2025, fueled by rising global demand for green hydrogen solutions.

PLUGPositive Net Change FCELPositive Net Change BEPositive Net Change

Urmimala Biswas

D-Wave Expands Global Quantum Reach in 2025 Through Strategic Deals

QBTS surges 87.9% in three months as global deals from South Korea to Germany fuel its quantum expansion drive.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Intuit, Adobe and Pegasystems

INTU, ADBE, and PEGA ride GenAI and SaaS tailwinds as software sector outpaces broader markets with strong earnings growth.

ADBENegative Net Change INTUNegative Net Change PEGAPositive Net Change

Anirudha Bhagat

TSM vs. LRCX: Which Chip Supplier Stock Is the Smarter Pick?

Lam Research outshines Taiwan Semiconductor Manufacturing with strong AI-driven demand, fewer risks and higher earnings growth expected in FY25.

LRCXPositive Net Change TSMPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include Intuit, Dave and Centrus Energy

INTU, DAVE, and LEU earn Strong Buy ratings with high net income margins, spotlighting their profitable growth potential.

INTUNegative Net Change DAVEPositive Net Change LEUPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Meta Platforms, Blackrock, IBIT, Circle and Coinbase

CRCL surges 79% post-IPO as stablecoins gain traction, with COIN also poised to benefit from regulatory momentum and adoption.

BLKPositive Net Change COINPositive Net Change METANegative Net Change IBITPositive Net Change CRCLNegative Net Change

Zacks Equity Research

Astronics and IAC have been highlighted as Zacks Bull and Bear of the Day

ATRO earns Bull of the Day with over 100% YTD gains, while IAC struggles to unlock value as its EPS outlook weakens sharply.

ATRONegative Net Change IACPositive Net Change SMRNegative Net Change OKLONegative Net Change

Urmimala Biswas

Pure-Play Quantum in Focus: IONQ, QBTS Shine, RGTI a Wait-and-See

IonQ and D-Wave Quantum impress with tech strides and revenue jumps, as Rigetti struggles to retain investor confidence.

IBMNegative Net Change NVDAPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Is China's RISC-V Pivot Undermining Arm's Growth Prospects?

ARM faces slowing growth in China as the country accelerates its RISC-V shift, threatening market share and future upside.

AMDPositive Net Change NVDAPositive Net Change ARMNegative Net Change

Harshit Gupta

Rigetti Targets Commercial Traction With QPU-as-a-Service Strategy

RGTI focuses on QPU-as-a-Service, expanding cloud access to its Ankaa-2 system as it pursues near-term commercial traction.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Harendra Ray

Will the AI-Infrastructure Boom Lift C3.ai's Application Demand?

AI's 25% revenue growth and rising partner-driven deals show traction as enterprises seek turnkey AI solutions.

AIPositive Net Change SNOWPositive Net Change PLTRPositive Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTNegative Net Change IBMNegative Net Change ORCLPositive Net Change

Anirudha Bhagat

ASML Holding Rises 10% YTD: Is the Stock Worth a Good Buy?

ASML jumps 10% YTD, outpacing peers, as its EUV tech and AI-driven demand fuel confidence in long-term growth.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change ASMLPositive Net Change

Zacks Equity Research

Lantronix & Aerora Drive Next-Gen Edge AI for Drones & Robotics

LTRX teams with Aerora to fast-track Edge AI drone tech, combining powerful compute and NDAA-compliant imaging tools.

LTRXPositive Net Change NTGRNegative Net Change CVLTNegative Net Change BLKBNegative Net Change

Anirudha Bhagat

NVIDIA vs. Arm Holdings: Which AI Chip Designer Has an Edge?

NVDA's AI dominance, strong growth and lower valuation give it an edge over ARM in the AI chip design space.

NVDAPositive Net Change ARMNegative Net Change

Anirudha Bhagat

Micron Stock Rises 18% in Three Months: Will It Carry the Momentum?

MU stock climbs 18% in three months as AI demand, HBM growth and diversification fuel long-term optimism.

INTCNegative Net Change QCOMPositive Net Change MUPositive Net Change MRVLNegative Net Change

Harendra Ray

Will Growing Federal IT Spending Boost WYY's Revenue Pipeline?

WidePoint eyes federal IT growth with FedRAMP gains, Department of Defense momentum and key DHS contract prospects on the horizon.

WYYPositive Net Change FORRNegative Net Change CSGSNegative Net Change

Mrithunjoy Kaushik

Unisys Banks on License & Support Strength: Will the Momentum Hold?

UIS lifts 2025 licensing revenue outlook to $410 million as longer renewals and AI demand fuel growth.

UISNegative Net Change FJTSYNegative Net Change AIPositive Net Change DTPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include StoneCo, Cullen/Frost Bankers, Intuit and The Mosaic

STNE, CFR, INTU, and MOS show resilient sales growth potential, offering stability amid market uncertainty in 2025.

INTUNegative Net Change CFRPositive Net Change MOSPositive Net Change STNENegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Vertiv and Eaton

VRT and ETN surge as data center demand and AI infrastructure spending drive record earnings and bullish outlooks.

ETNPositive Net Change VRTPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Ouster, Pagaya Technologies and Legacy Education

OUST, PGY, and LGCY surge as earnings momentum, breakout charts, and rapid sales growth drive investor interest.

LGCYNo Net Change OUSTNegative Net Change PGYNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Oracle, Microsoft and Amazon

Oracle rallies on strong cloud results as Microsoft and Amazon ride sustained demand across AI and infrastructure.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change