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internet: Archive
Is UiPath's Expanding ARR Strengthening Its Long-Term Growth Story?
by Zacks Equity Research
PATH's ARR increases from $1.46 billion in Q4 fiscal 2024 to $1.9 billion in Q1 fiscal 2027, highlighting resilient demand for AI-powered automation.
PATHNegative Net Change NOWNegative Net Change PEGANegative Net Change
computers internet tech-stocks
HRT Taps CoreWeave for NVIDIA Vera Rubin: Could This Be a Win for CRWV?
by Shreya Majumder
CoreWeave's HRT deal taps NVIDIA's Vera Rubin platform, expanding financial-services exposure and boosting visibility for specialized AI infrastructure demand.
CRWVPositive Net Change MSFTNegative Net Change NVDANegative Net Change NBISPositive Net Change
artificial-intelligence business-services cloud-computing computers internet tech-stocks
Bear of the Day: Dropbox (DBX)
by David Bartosiak
The stock rebounded along with the broad tech move but the growth just isn't there.
INUVPositive Net Change DBXNegative Net Change SPTNegative Net Change
internet
Top Stock Reports for Salesforce, Seagate Technology & AT&T
by Mark Vickery
Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).
TNegative Net Change CRMNegative Net Change ETNPositive Net Change STXPositive Net Change METNegative Net Change SPOTNegative Net Change
communications computers internet
Palantir's Margin Expansion Signals a Structural Growth Advantage
by Zacks Equity Research
PLTR's expanding margins, surging Rule of 40 score and AI deployment focus strengthen the case for durable, more efficient growth.
PLTRNegative Net Change AIPositive Net Change SNOWNegative Net Change
artificial-intelligence computers internet tech-stocks
Nebius vs. Super Micro: Which AI Infrastructure Stock is a Better Buy?
by Shivangi Deora
SMCI's larger scale, lower Price/Book valuation and upward earnings revisions give it an edge over NBIS despite strong AI infrastructure growth.
NBISPositive Net Change SMCIPositive Net Change
computers internet software tech-stocks
Can ION Network's Adoption of WL6e Boost CIEN's Optical Momentum?
by Shreya Majumder
Ciena's WL6e deployment on ION Network's ICS1 highlights rising demand for high-capacity connectivity as Indonesia's digital economy expands.
CIENPositive Net Change NOKPositive Net Change GLWPositive Net Change
artificial-intelligence business-services communications internet tech-stocks
UiPath Stock Rises 44% in 6 Months: Should You Buy, Hold or Sell?
by Shuvra Shankar Dey
PATH's agentic AI adoption and enterprise growth support its outlook, but slowing revenue and flat near-term earnings could cap gains after a 44% rally.
PATHNegative Net Change CRMNegative Net Change NOWNegative Net Change PEGANegative Net Change
computers internet software tech-stocks
Is CCOI a Buy as Margins Improve but Refinancing Risks Stay High?
by Arijit Sarkar
CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.
CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change
internet internet-content tech-stocks telecom
How Cogent's $225M Data Center Sale Could Reshape Its Debt Strategy
by Arijit Sarkar
Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.
CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change
communications computers internet tech-stocks telecom