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emerging-markets: Archive

Zacks Equity Research

AI Demand is Exploding: Why CoreWeave is Well-Positioned to Win

CRWV is expanding AI cloud capacity with over 3.5 GW of contracted power as rising enterprise demand and record backlog support its 2027 growth plans.

CRWVNegative Net Change MSFTPositive Net Change NBISPositive Net Change

Shreya Majumder

DZYNE Buyout Sparks Ondas Stock Rally: More Gains Ahead?

ONDS surged after its $875.8M DZYNE deal lifted 2026 revenue guidance and expanded its AI-driven autonomous defense platform capabilities.

ONDSNegative Net Change DPRONegative Net Change UMACNegative Net Change

Shreya Majumder

How Does AtHoc's Expansion Boost BlackBerry Amid Global Uncertainty?

BB upgrades BlackBerry AtHoc with deeper Microsoft integrations, helping organizations speed up emergency response and strengthen secure communications.

BBNegative Net Change MSFTPositive Net Change FTNTNegative Net Change CRWDNegative Net Change

Shreya Majumder

BlackBerry's QNX Positions it for Physical AI & Smart Vehicle Growth

BB is expanding QNX beyond automotive into robotics, healthcare and industrial markets as Physical AI drives demand for secure embedded software.

BBNegative Net Change QCOMNegative Net Change NVDAPositive Net Change

Shreya Majumder

How Does Nebius AI Cloud 3.6 Strengthen Its AI Cloud Advantage?

NBIS unveils AI Cloud Aether 3.6 with Echo, an AI infrastructure assistant, plus upgrades to security, storage and developer tools.

NBISPositive Net Change MSFTPositive Net Change CRWVNegative Net Change

Zacks Equity Research

BB Q1 Earnings Exceed Expectations, Stock Climbs 20% on Upbeat Outlook

BlackBerry beat fiscal Q1 EPS and revenue estimates and lifted fiscal 2027 guidance. The stock jumped following solid QNX and Secure Communications performance.

MUNegative Net Change MKCPositive Net Change GWREPositive Net Change BBNegative Net Change

Shreya Majumder

How CRWV's New MLPerf Records Boost Customer Adoption & Market Share

CoreWeave's MLPerf Training v6.0 results spotlight AI cloud performance, with DeepSeek-V3 trained in 2.02 minutes on 8,192 NVIDIA GB300 GPUs.

AMZNNegative Net Change NBISPositive Net Change CRWVNegative Net Change

Shreya Majumder

Can Cyberhawk Buyout Broaden Ondas' Critical Infrastructure Footprint?

ONDS plans a $125M Cyberhawk acquisition, adding AI-powered infrastructure intelligence, recurring revenue streams and a $95M backlog.

ONDSNegative Net Change DPRONegative Net Change UMACNegative Net Change

Shreya Majumder

AI's Data Explosion Creates a Multi-Year Growth Runway for Seagate

STX is leveraging AI-driven data growth with its HAMR-based Mozaic platform to position itself for rising storage demand across cloud, edge and data centers.

WDCPositive Net Change STXPositive Net Change MUNegative Net Change

Shreya Majumder

Can BB's Enhanced UEM Unlock New Enterprise & Public-Sector Revenue?

Blackberry upgraded its UEM platform with stronger security, policy controls and device management as demand rises for secure endpoint oversight.

PANWNegative Net Change BBNegative Net Change CRWDNegative Net Change