Back to top

tech-stocks: Archive

Arijit Sarkar

Can ASTS Satellites Drive Future Defense Communication Growth?

AST SpaceMobile satellites enable direct smartphone communication for troops and responders, boosting defense connectivity in remote or disrupted areas.

VSATPositive Net Change GSATPositive Net Change ASTSPositive Net Change

Aritra Chatterjee

Celestica Stock Rises 21.6% in Three Months: Should You Invest?

CLS shares are up 21.6% in three months as AI data center demand boosts networking sales, but premium valuation and customer concentration risks remain.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Zacks Equity Research

Can Qualcomm's Snapdragon X2 Plus Platform Drive Future Growth?

QCOM unveils Snapdragon X2 Plus at CES ???26, expanding into AI PCs with 3 nm Oryon cores for faster performance, longer battery life, and growth beyond phones.

INTCNegative Net Change QCOMPositive Net Change AAPLNegative Net Change

Derek Lewis

NVIDIA: The 2026 AI Captain

In an environment where investors are increasingly demanding returns on AI investment, NVIDIA will remain a key anchor of the broader AI trade in 2026 yet again.

NVDAPositive Net Change

Zacks Equity Research

Can AI Data Center Expansion Drive Sandisk's SSD Demand in 2026?

SNDK heads into 2026 positioned for AI data center growth as rising storage intensity boosts enterprise SSD demand.

DELLPositive Net Change MUPositive Net Change SNDKPositive Net Change

Zacks Equity Research

Universal Display Extends Long-Term OLED Supply Deal With Tianma

OLED signs new long-term supply and license deals with Tianma, reinforcing a key partnership to advance next-generation OLED displays worldwide.

AMSCNegative Net Change OSISNegative Net Change OLEDPositive Net Change NVTNegative Net Change

Zacks Equity Research

Generac Expands C&I Capacity With New Sussex Manufacturing Site

GNRC buys a Sussex, WI plant to boost C&I capacity, tapping data center demand as large-megawatt orders and backlog surge with jobs planned by 2026.

TRMBPositive Net Change NDSNPositive Net Change WTSNegative Net Change GNRCNegative Net Change

Mark Vickery

NVIDIA CEO Announces New AI Paradigm Shifts

Jensen Huang sets a new table for AI infrastructure, while two Fed members discuss interest rate policy.

NVDAPositive Net Change MCHPPositive Net Change COSTPositive Net Change

Aritra Chatterjee

Will the Hanley Energy Buyout Fuel JBL's Prospects in AI Data Center?

JBL's $725M Hanley Energy buyout boosts power management capabilities as AI data centers demand more energy and optimization to strengthen its role in the AI hardware supply chain.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Zacks Equity Research

How The New York Times' Digital Bundle Strategy Is Winning Subscribers

NYT's digital bundle fuels subscriber growth, ARPU gains and stronger revenue momentum.

NYTNegative Net Change NWSAPositive Net Change TRINegative Net Change

Vasundhara Sawalka

Top Robotics Stocks That Could Drive Impressive Returns in 2026

Robotics is poised for steady growth in 2026. Consider PATH, NVDA, CDNS and ISRG for potential market dominance across sectors.

ISRGPositive Net Change NVDAPositive Net Change HYMLFNegative Net Change CDNSPositive Net Change PATHPositive Net Change

Om Jaiswal

PANW Plunges 14% in 3 Months: Should You Hold or Fold the Stock?

Palo Alto Networks is down nearly 14% amid slowing growth, but large AI-driven deals and discounted valuation raise the hold-or-fold question.

FTNTPositive Net Change PANWPositive Net Change CYBRPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Airgain Stock Options

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

AIRGPositive Net Change

Supriyo Bose

Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Anirudha Bhagat

Micron Up 239% in 2025: Is the Memory Chip Stock Still a Buy in 2026?

MU surged 239% in 2025 as AI-driven memory demand accelerated. However, strong financials, HBM momentum and low valuation keep the stock attractive.

WDCPositive Net Change STXPositive Net Change MUPositive Net Change SNDKPositive Net Change

Vaishali Doshi

Ondas' Revenue Targets: Can OAS Carry the Load Without Networks?

ONDS' 2025 revenue target hinges on OAS, with Networks contributing modestly until dot16 rail adoption expected in 2026.

AVAVPositive Net Change ONDSNegative Net Change DPRONegative Net Change

Zacks Equity Research

How Lantronix is Redefining Edge AI Development for Drones

LTRX unveils a Drone Reference Platform built for Edge AI, aiming to be a core compute partner for defense, intelligence and industrial UAVs.

LTRXPositive Net Change MSIPositive Net Change CLFDNegative Net Change UINegative Net Change

Shreya Majumder

Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?

CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.

MSFTNegative Net Change NVDAPositive Net Change NBISPositive Net Change CRWVNegative Net Change

Bryan Hayes

Bull of the Day: Western Digital (WDC)

AI-powered storage markets are exploding, and this leading company is taking full advantage of the trend.

WDCPositive Net Change

Bryan Hayes

Bear of the Day: HP Inc. (HPQ)

Key challenges remain for HP in 2026 including changes in customer purchasing behavior and industry component availability.

HPQPositive Net Change

Tirthankar Chakraborty

1 AI & 1 Quantum Stock Beat NVIDIA in 2025, Promise More Gains Ahead

NVDA trailed two 2025 standouts as D-Wave and Palantir outpaced its gains, riding AI and quantum demand with momentum carrying into this year.

NVDAPositive Net Change PLTRPositive Net Change QBTSNegative Net Change

Urmimala Biswas

Venezuela Shock 2026: Defense, Tech, Healthcare Stocks Set to Benefit

U.S. capture of Venezuela leadership shakes markets, but defense, tech and healthcare look set to gain. Meanwhile, oil impact stays muted for Chevron.

LMTPositive Net Change NOCPositive Net Change CVXNegative Net Change PANWPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Vertiv Rallies 31% in a Year: Should You Buy the Stock?

VRT rides on accelerating AI infrastructure demand as its expanding portfolio and strategic partnerships strengthen its position in data center markets.

NVDAPositive Net Change SMCINegative Net Change HPENegative Net Change VRTNegative Net Change

Sejuti Banerjea

Weak Macro Can't Stop E-commerce Stocks Expedia and Amazon

Macro uncertainties are crimping holiday sales but Expedia and Amazon shareholders have reason to cheer.

AMZNPositive Net Change EXPEPositive Net Change

Zacks Equity Research

Cognizant's 3Cloud Buyout to Accelerate AI Transformation for Clients

CTSH expands Azure, AI and Microsoft ties with 3Cloud deal as shares surge nearly 20% and strong 2025 growth guides investor optimism.

MSFTNegative Net Change CTSHPositive Net Change CIENPositive Net Change APPSPositive Net Change