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Zacks Equity Research

Intel Joins Nokia & Dell in 5G Edge Innovation: Will it Boost Profits?

INTC teams up with Nokia and Dell to launch a compact 5G edge UPF appliance, boosting performance by 30% while cutting power use for telecom operators.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NOKNegative Net Change DELLNegative Net Change

Shuvra Shankar Dey

PATH's Agentic AI Solutions Could Accelerate Enterprise Adoption

UiPath's push into agentic AI solutions targets a key enterprise gap, aiming to turn pilots into scalable deployments that could drive long-term growth.

MSFTPositive Net Change PATHPositive Net Change NOWPositive Net Change

Shuvra Shankar Dey

UiPath Stock Slides 39% in Six Months: a Buying Opportunity or a Hold?

PATH's 39% slide resets expectations, but steady growth, rising margins and strong cash position keep the stock in hold territory amid demand uncertainty.

MSFTPositive Net Change PATHPositive Net Change NOWPositive Net Change

Sridatri Sarkar

IonQ Boosts Quantum Capabilities With Major Academic Collaborations

IONQ expands quantum reach with UMD, Cambridge and Chicago deals, boosting networking, hardware and commercialization across global research hubs.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Zacks Equity Research

Nebius Pipeline Growth Supports Strong 2026 Revenue Outlook

NBIS' AI cloud boom pushes pipeline toward $4B, with longer contracts, tight capacity and strong demand shaping its 2026 outlook.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About Affirm Stock We Don't?

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

AFRMPositive Net Change

Zacks Equity Research

Globant Expands Autodesk Partnership to Advance Digital Twins

GLOB has been named Autodesk Tandem Digital Twin Solution Provider, expanding a 15-year partnership to accelerate digital twin adoption across industries.

INTUPositive Net Change CVLTPositive Net Change GLOBPositive Net Change RDVTPositive Net Change

Zacks Equity Research

Shopify's Subscription Growth Accelerates: More Upside Ahead?

SHOP subscription revenues rise 16.7% y/y to $777M, with Plus at approximately 34% of MRR. Yet, tariffs and rivals pressure margins.

EBAYNegative Net Change SHOPPositive Net Change CMRCPositive Net Change

Shivangi Deora

Nebius Gains 42% in 3 Months: Should Investors Buy Now or Wait?

NBIS jumps 42% in 3 months and 29% in a week amid AI21 Labs deal buzz, as AI cloud revenue soars and capacity expansion accelerates.

MSFTPositive Net Change NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

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.

MSFTPositive Net Change METAPositive Net Change NBISPositive Net Change CRWVPositive Net Change