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internet: Archive

Sejuti Banerjea

Buy Yatra, Tencent as Valuation Soars in Internet Services

Internet Services industry valuation soars, as AI adoption, accelerated digitization and superior products attract investors. Yatra and Tencent estimates rise.

TCEHYNegative Net Change YTRAPositive Net Change

Zacks Equity Research

Does SE's Heavy Free Fire Dependence Pose a Risk to Garena's Growth?

Sea Limited's Garena posts strong gains on Free Fire events, but heavy reliance on the title raises questions about long-term growth and diversity.

TTWONegative Net Change SENegative Net Change RBLXPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Docebo Stock?

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

DCBONegative Net Change

Nalak Das

Buy 5 Small-Cap Stocks on a Rally in 2025 Set for More Gains in 2026

Small-cap stocks ALLT, SHIP, ISBA, OWLT and IDN are surging in 2025 and seeing analysts lift earnings views for next year.

ALLTPositive Net Change SHIPNegative Net Change IDNPositive Net Change ISBAPositive Net Change OWLTPositive Net Change

Zacks Equity Research

Guidewire Supports Cincinnati Insurance to Transform Claims Operations

GWRE's ClaimCenter modernizes Cincinnati Insurance's claims, expanding cloud solutions and boosting efficiency across multiple lines.

GWRENegative Net Change TEAMPositive Net Change MDBPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Lightspeed Commerce Stock Options

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

LSPDNegative Net Change

Nalak Das

Buy 5 Growth Stocks for December to Strengthen Your Portfolio

MU, FIX, KGC, ONON and MDB are five growth picks showing strong revenue and earnings growth heading into December.

MUPositive Net Change KGCNegative Net Change FIXNegative Net Change MDBPositive Net Change ONONNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Tesla, Honeywell International, Teradyne, UiPath, Ondas and Unusual Machines

Tesla leads a roster of robotics-focused stocks investors are watching as the Trump administration pushes AI-driven productivity growth.

AMDPositive Net Change HONPositive Net Change TERPositive Net Change TSLANegative Net Change PATHPositive Net Change ONDSNegative Net Change UMACPositive Net Change

Zacks Equity Research

PayPal's Branded Checkout & OpEx Concern: Will Growth be Affected?

PYPL flags softer Q4 branded checkout growth and rising 2026 OpEx as it pushes investments.

MANegative Net Change PYPLNegative Net Change XYZNegative Net Change

Shuvra Shankar Dey

UiPath Expands Influence in the Global Automation Ecosystem

UiPath's expanding alliances with Microsoft, Amazon and Salesforce boost its global automation reach and help it outperform its industry.

AMZNNegative Net Change MSFTPositive Net Change CRMNegative Net Change PATHPositive Net Change

Zacks Equity Research

Guidewire Q1 Earnings Match Estimates, Revenues Increase Y/Y

GWRE posts strong Q1 with revenues beating guidance and cloud demand surging, prompting raised full-year forecasts.

GWRENegative Net Change CHGGPositive Net Change TEAMPositive Net Change MDBPositive Net Change

Shreya Majumder

TTD's Innovations This Quarter Set the Stage for Long-Term Growth

The Trade Desk unveils major Kokai upgrades, new data tools and AI-driven trading modes as it aims to accelerate growth into 2026.

TTDNegative Net Change MGNIPositive Net Change TBLAPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, Meta Platforms, Nvidia, Microsoft, Cisco and MongoDB

NVDA and peers gain focus as Zacks outlines five reasons the AI trade remains early, from liquidity tailwinds to rising software benefits.

MSFTPositive Net Change CSCOPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change MDBPositive Net Change METANegative Net Change

Zacks Equity Research

Block's BFCM Transactions Reach 142M: Is the Growth Strengthening?

XYZ's 124M Black Friday, Cyber Monday transactions and strong local spending momentum highlight rising engagement across its ecosystem.

SHOPNegative Net Change ADYEYNegative Net Change XYZNegative Net Change

Harshit Gupta

Can Rigetti Maintain Its Balance Sheet Strength While Scaling R&D?

RGTI's strong cash position fuels its quantum roadmap, but rising R&D spend raises questions about sustaining balance sheet strength.

ARQQNegative Net Change IONQPositive Net Change RGTIPositive Net Change

Zacks Equity Research

Foundry & Gotham: The Engines Driving Palantir's Enterprise AI Rise

PLTR accelerates beyond defense as Foundry and Gotham drive surging commercial adoption and fuel its sharp stock gains.

NVDAPositive Net Change AIPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights Criteo and NetEase

CRTO and NTES stand out as global, AI-driven operators gaining traction as the Internet Software & Services industry strengthens.

NTESNegative Net Change CRTONegative Net Change

Brian Bolan

Bear Of The Day: F5 (FFIV)

Despite beating the number in each of the last four quarters, estimates have fallen based on low growth but the valuation is compelling.

FFIVPositive Net Change

Shaun Pruitt

Is it Time to Buy the Dip in CoreWeave Stock?

As an AI cloud provider that has been backed by investments from Nvidia, CoreWeave stock is still up an impressive +90% since launching its IPO earlier in the year.

CRWVNegative Net Change NVDAPositive Net Change METANegative Net Change

Sejuti Banerjea

Internet Software & Services: Criteo Topper, NetEase Still Strong

Criteo ad tech and NetEase gaming benefit from steady economic backdrop and rising tech adoption worldwide.

NTESNegative Net Change CRTONegative Net Change

Sridatri Sarkar

Will QUBT's Strong Q3 Progress and Cash Position Drive Momentum Ahead?

Quantum Computing posts rising revenues, stronger margins and a fortified cash position as it advances early commercialization momentum.

QUBTPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Harshit Gupta

Rigetti vs D-Wave Quantum: Which Quantum Stock Is the Smarter Bet?

RGTI and QBTS take divergent quantum paths, contrasting long-term universality with near-term commercial traction.

RGTIPositive Net Change QBTSPositive Net Change

Arghyadeep Bose

SKIL vs. DOCU: Which Tech Stock Holds More Promise for Investors?

Skillsoft and Docusign show contrasting revenue trends, margins and guidance shifts, offering investors a clear look at where momentum and risks are emerging.

DOCUPositive Net Change SKILPositive Net Change

Shivangi Deora

NBIS vs. GOOGL: Which AI-Infrastructure Play is the Better Buy Now?

AI infrastructure is the new investment frontier, with Nebius scaling fast and Google leveraging its cloud dominance for growth.

GOOGLNegative Net Change NBISPositive Net Change

Vasundhara Sawalka

Disney Focuses on Theme Park Expansion: Will the Plan Deliver?

Disney commits $60B to theme parks over 10 years, projecting growth amid rising costs and competition from Universal's Epic Universe and Six Flags expansion.

CMCSANegative Net Change DISPositive Net Change FUNNegative Net Change