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Zacks Equity Research

Amazon Q2 Earnings Call Highlights AI Capacity Push

AMZN highlights AWS growth, AI demand and a $220B 2026 capex outlook as it expands infrastructure and AI offerings.

AMZNPositive Net Change

Shreya Majumder

STX vs. P: Which Storage Stock Deserves a Spot in Your Portfolio?

Seagate's AI-driven HDD demand, expanding HAMR adoption and record cash flow strengthen its investment case over Everpure's margin and cost challenges.

STXNegative Net Change PPositive Net Change

Zacks Equity Research

BKNG Set to Report Q2 Earnings: What's in the Cards for the Stock?

Booking Holdings heads into Q2 earnings with slower growth expected as Connected Trip and AI gains face geopolitical travel disruptions.

BKNGNegative Net Change GRPNPositive Net Change SGPositive Net Change PTLONegative Net Change

Shuvra Shankar Dey

Should Palantir Stock Be in Your Portfolio Before Q2 Earnings?

Palantir heads into Q2 earnings with 80% revenue growth expected, strong customer momentum and a steep valuation after a sharp share-price pullback.

PLTRPositive Net Change SNOWNegative Net Change DDOGNegative Net Change

Sridatri Sarkar

QUBT vs. RGTI: Which Quantum Computing Stock Is the Better Pick Now?

Quantum Computing's photonic AI push, NHanced deal, lower valuation and stronger analyst upside sharpen its edge ahead of Q2 earnings.

QUBTPositive Net Change RGTIPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Edwards Lifesciences Stock?

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

EWNegative Net Change

Zacks Equity Research

CVNA Q2 Earnings Call Highlights Machine-Building Focus

Carvana scales its platform as Q2 results show record retail units, revenue growth and a focus on inventory expansion and execution.

CVNANegative Net Change

Zacks Equity Research

PTC Q3 Earnings & Sales Lag, ARR View Raised on AI Momentum & Buybacks

PTC lifted its fiscal 2026 revenue, EPS and ARR outlook, despite quarterly revenue and earnings missing expectations.

PTCPositive Net Change SAPPositive Net Change CDNSPositive Net Change PRGSNegative Net Change

Shuvra Shankar Dey

PLTR vs. ACN: Which Leading Tech Stock Should You Consider?

Palantir's surging U.S. commercial growth, larger AI deals and stronger estimates give it the edge over Accenture, which is facing AI disruption risks.

ACNPositive Net Change PLTRPositive Net Change

Subhasish Mukherjee

DDOG's Multi-Year Contracts Grow: Is Revenue Growth More Predictable?

Datadog's rising mix of multi-year contracts lifts RPO 51% to $3.48 billion, improving revenue visibility and supporting a higher 2026 outlook.

DDOGNegative Net Change SNOWNegative Net Change DTNegative Net Change