Back to top

internet: Archive

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.

GOOGLPositive Net Change

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.

VNETNegative Net Change

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.

AMZNPositive Net Change ANETPositive Net Change UPositive Net Change XYZPositive 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.

IONQNegative Net Change RGTIPositive Net Change QBTSPositive Net Change

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.

NTAPPositive Net Change TDCPositive Net Change HPEPositive 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.

EXPEPositive Net Change RLPositive Net Change FTNTNegative Net Change TPRPositive Net Change

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 APPPositive Net Change

Subhasish Mukherjee

APPS vs. AXTI: Which Digital Connectivity Stock Has More Potential?

Digital Turbine's stronger growth, AI expansion and cheaper valuation give it an edge over AXT despite both stocks' connectivity upside.

AXTIPositive Net Change APPSPositive Net Change

Arijit Sarkar

Calix AI Broadband Strategy Shows Where Fiber Networks Are Heading

CALX is expanding AI-native broadband software and recurring services as providers modernize networks, but margin and execution challenges remain in focus.

CALXPositive Net Change ADTNPositive Net Change CIENPositive Net Change

Arijit Sarkar

Is CALX Stock a Buy or a Value Trap After Strong Earnings Growth?

CALX beat Q2 expectations with record software revenue and stronger recurring growth, but valuation, margin pressure and execution risks keep investors cautious.

CALXPositive Net Change ADTNPositive Net Change CIENPositive Net Change