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Zacks Equity Research

Intuit Becomes Founding Partner of LA28 Olympic & Paralympic Games

INTU joins LA28 as a Founding Partner, with Intuit Dome set to host Olympic men's and women's basketball.

INTUNegative Net Change OTEXPositive Net Change BLKBNegative Net Change

Zacks Equity Research

Palantir's UK Alliance Expansion Strengthens Its Strategic Moat

PLTR's expanded UK alliance with PwC boosts its AI platform's role in national-scale transformation and strengthens its competitive edge.

SNOWPositive Net Change DDOGPositive Net Change PLTRPositive Net Change

Shuvra Shankar Dey

UiPath Stock is Consolidating This Year: What Should You Do?

PATH's flat trading masks rising traction in agentic automation, strategic alliances and improving customer-driven metrics.

AMZNPositive Net Change MSFTPositive Net Change CRMPositive Net Change PATHPositive Net Change

Zacks Equity Research

Autodesk to Report Q3 Earnings: What's in the Cards for the Stock?

ADSK's Q3 performance is likely to have benefited from AECO strength and recurring revenue gains, while FX pressures and its new transaction model may weigh.

ADSKNegative Net Change MRVLPositive Net Change FIVEPositive Net Change MDBPositive Net Change

Arghyadeep Bose

Is Docusign's Strategy to Transform Into IAM Yielding Results?

DOCU's pivot to an AI-driven IAM platform gains momentum as revenues, billings, retention and efficiency all strengthen during its business-model shift.

APPNPositive Net Change DOCUPositive Net Change STNEPositive Net Change

Zacks Equity Research

SHOP's Subscription Growth Accelerates: A Stable Driver of Revenues?

Shopify's subscription revenues jump again as Plus expands and high-margin recurring income cements a steadier long-term growth base.

EBAYNegative Net Change SHOPPositive Net Change CMRCNo Net Change

Zacks Equity Research

Rising Connectivity Demand Lifts ALAB: Can Its Platform Keep Growing?

Astera Labs rises on soaring hyperscaler demand as its Connectivity Platform powers next-gen AI data centers, but sustaining this momentum poses key challenges.

MRVLPositive Net Change AVGOPositive Net Change ALABPositive Net Change

Zacks Equity Research

UiPath's Agentic Automation Engine Reignites Its Growth Trajectory

PATH's agentic automation gains traction, driving larger deals, stronger ARR momentum and signs of renewed growth ahead.

AINegative Net Change PATHPositive Net Change PLTRPositive Net Change

Harshit Gupta

Will RGTI's Tech Roadmap and Strong Cash Position Fuel Momentum Ahead?

Rigetti secures new Novera orders, a key Air Force contract, and a solid cash cushion as it advances its ambitious quantum roadmap.

QUBTPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Shreya Majumder

Can Nebius Overcome Its Capacity Bottleneck to Drive Higher Revenues?

NBIS races to expand capacity as surging AI demand sells out every build, driving huge CapEx plans and reshaping revenue targets.

MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Andrew Rocco

Bear of the Day: Comcast (CMCSA)

Although Comcast remains a dominant name in media and connectivity, the company is being squeezed on multiple fronts as its legacy cable and broadband businesses mature and face disruptive competition.

VZNegative Net Change CMCSANegative Net Change TMUSNegative Net Change GOOGLPositive Net Change SPOTNegative Net Change

Zacks Equity Research

Intuit & OpenAI Team Up to Shape the Future of Financial Intelligence

INTU's new partnership with OpenAI brings real-time financial insights and actions into ChatGPT, aiming to streamline smarter money decisions.

INTUNegative Net Change OTEXPositive Net Change BLKBNegative Net Change

Zacks Equity Research

Intuit Gears Up to Report Q1 Earnings: What's in the Offing?

INTU projects double-digit Q1 revenue growth, fueled by AI integration, platform synergies and strong product momentum.

INTUNegative Net Change MRVLPositive Net Change MDBPositive Net Change

Harshit Gupta

RGTI Stock Plunges 41% in a Month: Should Investors Hold or Fold?

Rigetti's 41% dip weighs on sentiment, but steady contracts, partnerships and hardware progress keep investors watching the long-term path.

QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Sridatri Sarkar

How QUBT Grows Its Presence in the Emerging Reservoir Computing Niche

Quantum Computing readies its Neurawave photonics-based reservoir computer for SC25 as it pushes toward scalable, real-world edge-AI systems.

QUBTPositive Net Change ARQQPositive Net Change IONQPositive Net Change

Subhasish Mukherjee

Sea Limited Misses Q3 Estimates: Buy, Sell or Hold the Stock?

SE's strong segment growth offsets its Q3 earnings miss, keeping investors focused on its long-term momentum.

SEPositive Net Change WDAYPositive Net Change AEYEPositive Net Change METAPositive Net Change

Zacks Equity Research

Gorilla Technology Q3 Earnings Miss Estimates, Pipeline Increased

GRRR's Q3 revenues jump 32% despite an earnings miss, as its project pipeline climbs past $7 billion.

SLBNegative Net Change GENNegative Net Change GRRRPositive Net Change

Zacks Equity Research

What is Driving Trade Desk's Rapid CTV and Retail Media Growth?

TTD's Q3 revenue beat and surging CTV and retail media momentum highlight its growing influence across the open Internet.

AMZNPositive Net Change TTDNegative Net Change MGNIPositive Net Change

Zacks Equity Research

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

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

BEKENegative Net Change

Zacks Equity Research

Alibaba's AI Push Drives E-Commerce Growth: More Upside Ahead?

BABA's AI strategy faces mounting skepticism as execution risks and fierce competition threaten to undermine profitability despite impressive growth metrics.

AMZNPositive Net Change JDNegative Net Change BABAPositive Net Change

Zacks Equity Research

PDD Holdings Gears Up to Report Q3 Earnings: Key Factors to Note

PDD's Q3 reflects calculated investments amid competitive pressures. Strategic patience warranted - hold positions or await post-earnings valuations.

NVDAPositive Net Change SMTCPositive Net Change WDAYPositive Net Change PDDPositive Net Change

Shreya Majumder

Can CRWV Maintain its Enterprise Upswing as Supply Constraints Tighten?

Coreweave trims its 2025 outlook amid supply constraints but continues to score major enterprise wins and expand into federal markets.

MSFTPositive Net Change CRWDPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Shivangi Deora

Nebius Shares Fall Post Q3 Earnings: Should Investors Hold or Sell?

NBIS sinks on wider losses and a tightened revenue outlook, raising fresh questions about its breakneck AI infrastructure expansion.

AMZNPositive Net Change MSFTPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Dell Technologies, Palantir Technologies, Fair Isaac and Guidewire Software

Zacks spotlights five Big Data leaders NVIDIA, Dell, Palantir, Fair Isaac, and Guidewire each carrying a Zacks Rank #2 (Buy) and positioned to capitalize on accelerating AI, cloud and analytics spending heading into 2026.

DELLPositive Net Change NVDAPositive Net Change FICONegative Net Change GWRENegative Net Change PLTRPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in Paylocity Holding Stock?

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

PCTYNegative Net Change