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Zacks Equity Research

CoreWeave Inks $21B AI Infrastructure Deal With Meta Platforms

CRWV expands Meta deal to $21B through 2032, boosting AI cloud capacity and strengthening its role in large-scale AI infrastructure growth.

MSFTNegative Net Change METAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Salesforce Stock?

Investors need to pay close attention to CRM stock based on the movements in the options market lately.

CRMNegative Net Change

Zacks Equity Research

Can Jabil's Next-Generation Telecom Solutions Drive Future Growth?

JBL sharpens telecom focus, leveraging 5G, IoT and advanced manufacturing to help global players build faster, scalable and high-performance networks.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Zacks Equity Research

Trade Desk Strengthens Growth With Joint Business Plans

TTD ramps up Joint Business Plans, now over half its business, as restructuring deepens advertiser ties despite margin pressure and rising competition.

TTDNegative Net Change MGNIPositive Net Change PUBMPositive Net Change

Vasundhara Sawalka

Will Alibaba Stock Recover Despite Slowing E-Commerce Market Momentum?

BABA faces a tough recovery as slowing e-commerce growth, weak CMR gains and plunging profits highlight mounting pressure on its core business.

AMZNPositive Net Change BABANegative Net Change PDDNegative Net Change

Sejuti Banerjea

Software & Services: Buy Donnelley Financial and Red Violet

Internet Software & Services stocks look attractive on AI growth, subscription revenue and dividends, with DFIN and RDVT standing out despite macro uncertainty.

DFINNegative Net Change RDVTNegative Net Change

Sridatri Sarkar

IonQ Strengthens Position With Strategic Government Contracts

IONQ boosts its defense and aerospace role with major US contracts, partnerships and a $151B SHIELD program win, signaling rising quantum tech influence.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Shuvra Shankar Dey

PLTR Rides AI Momentum and Strong Profitability: A Stock Worth Buying?

Palantir rides surging AI demand with strong revenue growth, rising customers and hefty margins, but rich valuation and Big Tech competition complicate the buy case

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change PLTRNegative Net Change

Zacks Equity Research

Rigetti Delivers Novera QPU to USask for Quantum System Build

RGTI delivers a 9-qubit Novera QPU to USask, expanding its academic footprint and advancing modular quantum system adoption.

GMEDNegative Net Change NVSTNegative Net Change RGTIPositive Net Change BTSGNegative Net Change

Zacks Equity Research

Can Verizon's Strong Automotive Connectivity Solutions Drive Growth?

VZ powers smarter, safer transport with 5G, V2X tech and automaker partnerships, driving connected, electric and autonomous vehicle innovation.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change