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Zacks Equity Research

Zacks Industry Outlook Highlights Unity Software, HubSpot and GitLab

U, HUBS and GTLB are leveraging AI adoption to drive platform usage, enterprise demand and new monetization opportunities despite industry challenges.

HUBSNegative Net Change UNegative Net Change GTLBNegative Net Change

Subhasish Mukherjee

DDOG's Enterprise Customer Expansion Accelerates: More Growth Ahead?

Datadog's enterprise momentum is accelerating as large customers, broader product adoption and AI integrations lift recurring revenues and wallet share.

DDOGNegative Net Change DTNegative Net Change ESTCNegative Net Change

Zacks Equity Research

How Palantir is Turning AI Into Mission-Critical Infrastructure

PLTR's Ontology and AIP Bootcamps are helping enterprises move AI into production, strengthening customer ties and reinforcing long-term growth.

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Zacks Equity Research

GOOGL Q2 Earnings Call Centers on AI Capacity

Alphabet says AI demand is outpacing capacity, prompting higher 2026 CapEx as Search, Cloud and YouTube growth reinforce its full-stack strategy.

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Zacks Equity Research

Implied Volatility Surging for VNET Group Stock Options

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

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Vasundhara Sawalka

4 Internet Stocks Poised to Top Estimates This Earnings Season

Here, we pick four Internet stocks - XYZ, U, AMZN and ANET - that are likely to pull off a beat this earnings season.

AMZNNegative Net Change ANETPositive Net Change UNegative Net Change XYZNegative Net Change

Sridatri Sarkar

Can IONQ's Profitability and Execution Challenges Weigh on Growth?

IonQ faces mounting pressure as deep losses, long revenue cycles and execution risks test whether growth can keep pace with its ambitious quantum roadmap.

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Shreya Majumder

NetApp's Enterprise AI Bet: Can DataPelago Buyout Accelerate Growth?

NTAP expands its AI infrastructure portfolio with DataPelago, bringing GPU-accelerated processing to storage and aiming to boost enterprise AI efficiency.

NTAPNegative Net Change TDCNegative Net Change HPENegative Net Change

Vasundhara Sawalka

Add These 4 GARP Stocks to Your Portfolio to Receive Handsome Returns

The GARP strategy helps investors gain exposure to stocks that have solid prospects and are trading at a discount. FTNT, TPR, EXPE and RL are some such stocks.

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Shuvra Shankar Dey

PATH or APP: Which AI-driven Tech Stock Should You Bet on?

UiPath's AI orchestration strategy, improving profitability and attractive valuation make it stand out over AppLovin despite both benefiting from AI adoption.

PATHNegative Net Change APPNegative Net Change