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Shuvra Shankar Dey

PLTR's Customer Growth Momentum Strengthens Enterprise AI Expansion

Palantir's expanding customer base and rising U.S. commercial adoption are strengthening its enterprise AI growth story despite sector volatility.

AIPositive Net Change SNOWPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Keysight Q2 Earnings Surpass Estimates on Solid Revenue Growth

KEYS Q2 revenues jump 31% on AI data center and chip demand, but sales miss estimates despite earnings beat.

CLSPositive Net Change LSCCNegative Net Change KEYSNegative Net Change HUBSPositive Net Change

Shreya Majumder

Can Proliferating WaveLogic 6 Adoption Fuel Ciena's Top Line?

CIEN's WL6e powers 1 Tb/s submarine transmission in Southeast Asia as AI-driven network demand fuels customer growth and expansion.

NOKPositive Net Change CIENNegative Net Change ANETPositive Net Change

Sridatri Sarkar

Here's How TSM Targets Growth With Strong Cash Position

Taiwan Semiconductor's $106B cash pile fuels AI and advanced chip expansion as it ramps up spending and forecasts up to $40.2 billion Q2 revenues.

ASMLPositive Net Change STNegative Net Change TSMPositive Net Change

Zacks Equity Research

Can Growing Defense Spending Boost Jabil's Future Growth Prospects?

JBL is expanding aerospace and defense capabilities, leveraging global manufacturing, automation and engineering to build mission-critical military electronics.

JBLNegative Net Change CLSPositive Net Change SANMPositive Net Change

Zacks Equity Research

Can Rising Demand for Fiber Optics Solutions Drive Corning's Growth?

GLW is intensifying its push into fiber optics as AI data centers and high-speed Internet demand lift Optical Communications sales 36% to $1.85B.

APHNegative Net Change GLWNegative Net Change LUMNNegative Net Change

Anirudha Bhagat

Zscaler vs. Fortinet: Which Cybersecurity Stock Is the Better Buy?

FTNT looks like the smarter buy as AI and SASE demand boost billings, margins and estimate revisions, while ZS shares lag.

FTNTPositive Net Change ZSPositive Net Change

Anirudha Bhagat

Will Zscaler's Zero Trust Everywhere Be a Game-Changer for Growth?

ZS' Zero Trust Everywhere drives bigger deals as customers reach 550 at the end of Q2'26 from 130 in the year-ago quarter.

PANWPositive Net Change ZSPositive Net Change NETPositive Net Change

Shuvra Shankar Dey

UiPath Stock Slides 25% in 6 Months: Should You Buy, Hold or Fold?

PATH falls 25% in six months as investors weigh UiPath's AI orchestration potential against moderate growth and rising competition.

MSFTPositive Net Change PATHPositive Net Change NOWPositive Net Change

Zacks Equity Research

Zoom Video to Report Q1 Earnings: What's in Store for the Stock?

ZM heads into Q1 earnings results with more than 4% revenue growth outlook as AI expansion, enterprise traction and FX pressures shape expectations.

NVDAPositive Net Change ADSKPositive Net Change KEYSNegative Net Change ZMPositive Net Change