Back to top

internet: Archive

Zacks Equity Research

ZM Q1 Earnings Call Highlights AI and CX Momentum

Zoom says AI is driving adoption and bigger multiproduct deals, backing a revenue beat, raised FY2027 guidance and a larger buyback.

ZMPositive Net Change

Zacks Equity Research

Will AI Cloud Demand Fuel Alibaba's FY2027 Enterprise Growth?

BABA sees AI cloud demand driving fiscal 2027 growth, as enterprise AI adoption accelerates and cloud revenues gain momentum.

JDNegative Net Change BABANegative Net Change PDDNegative Net Change

Zacks Equity Research

Is CoreWeave's Margin Pressure Rising With Aggressive AI Expansion?

CRWV's AI buildout is driving revenue and backlog growth, but rising infrastructure costs and debt are pressuring margins.

MSFTNegative Net Change NBISNegative Net Change CRWVNegative Net Change

Subhasish Mukherjee

Autodesk's International Expansion Accelerates: Is Growth Durable?

ADSK's overseas growth gains steam as cloud adoption, AI tools and infrastructure spending drive strong EMEA and APAC momentum.

ADSKPositive Net Change ADBEPositive Net Change PTCPositive Net Change

Zacks Equity Research

5 Reasons to Add BILL Holdings Stock to Your Portfolio Right Now

BILL's SMB finance platform keeps expanding with new products, AI automation, partner reach and a $1B buyback despite macro risks.

PAYCPositive Net Change BILLNegative Net Change FLYWNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Vistance Networks and Ribbon Communications

VISN and RBBN are benefiting from cloud adoption, AI-driven security demand and accelerating 5G network modernization trends.

VISNPositive Net Change RBBNPositive Net Change

Zacks Equity Research

Nebius Partners With Bloom to Accelerate AI Power Expansion

NBIS teams up with Bloom Energy to power its AI cloud with modular fuel cells, with the first 328 MW set to go live this year, replacing gas turbines.

ORCLPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Shreya Majumder

Can Cognyte's $5M APAC Security Deal Strengthen its Revenue Pipeline?

CGNT lands a $5M APAC agency upgrade deal, boosting AI-driven investigative tools as governments ramp digital intelligence spending.

CGNTPositive Net Change LHXPositive Net Change PLTRNegative Net Change

Shivangi Deora

Can Retail Media Become a Major Growth Driver for Trade Desk?

TTD is betting big on retail media, touting a massive retail data marketplace and Audience Unlimited tests that cut CPMs and boosted conversions.

AMZNNegative Net Change TTDPositive Net Change MGNIPositive Net Change

Sridatri Sarkar

IonQ's Diversified Quantum Strategy Fuels Q1 Momentum

IONQ's Q1 2026 shows platform pull-through: 60% commercial, 35% international and raised 2026 revenue outlook to $260-$270 million.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change