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tech-stocks: Archive
Lumentum Q4 Earnings Call Focuses on AI Optics, OCS & NPO Ramps
by Zacks Equity Research
LITE's Q4 call spotlights broadening AI optics demand, faster revenue growth and 1.6T and OCS ramps as newer drivers begin contributing.
LITEPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Is BCE Stock Worth Buying as Low Valuation Meets Execution Risks?
by Shreya Majumder
BCE looks cheap at 6.0X EV/EBITDA, but leverage, a 2026 EPS reset and heavy AI and fiber spending keep execution risk in focus.
BCENegative Net Change TUNegative Net Change RCINegative Net Change
communications dividend-yield earnings-streak earnings-trend investing investment tech-stocks undervalued-stocks utilities valuation
Opendoor Stock Plunges 20% in a Month: Should You Buy at Low or Wait?
by Sraddha Singha
OPEN's cost cuts and acquisitions support long-term growth, but housing weakness and capital intensity keep profitability under pressure.
OPENNegative Net Change RKTNegative Net Change COMPNegative Net Change OPADPositive Net Change
home-buying-apps tech-stocks
Can Sandisk's Strong Cash Generation Boost Shareholder Returns?
by Kashvi Chandgothia
SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.
SNDKPositive Net Change WDCPositive Net Change STXPositive Net Change
artificial-intelligence tech-stocks
BCE Stock Climbs 10.2% in One Month. Can the Rally Sustain Its Pace?
by Shreya Majumder
BCE's 10.2% monthly rally gets support from Q2 revenue and EPS growth, but heavy spending, leverage and falling estimates keep the outlook cautious.
BCENegative Net Change TUNegative Net Change RCINegative Net Change
business-services communications earnings-report internet mobile price-performance tech-stocks utilities
BCE Q2 Beat Puts a $1.3 Billion AI Spending Plan to the 2027 Test
by Shreya Majumder
BCE enters its heaviest AI spending phase with 335 MW contracted, as surging capex pressures 2026 cash flow ahead of expected 2027 revenue.
BCENegative Net Change EQIXPositive Net Change DLRPositive Net Change
artificial-intelligence communications earnings-report earnings-trend tech-stocks utilities
Is Seagate's Strong Margin and Cash Flow Momentum Sustainable?
by Zacks Equity Research
STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.
NTAPPositive Net Change WDCPositive Net Change STXPositive Net Change
computers tech-stocks
Will CoreWeave's Global Expansion Accelerate Revenue Growth?
by Zacks Equity Research
CRWV's record revenue, $104.2 billion backlog and global expansion highlight surging AI cloud demand and a push to scale capacity.
AMZNNegative Net Change MSFTNegative Net Change CRWVPositive Net Change
internet tech-stocks
TEAM Trades at Premium Valuation: Time to Hold or Fold the Stock?
by Om Jaiswal
Atlassian's AI investments, slower ARR growth and strong competition pressure on profitability, while its premium valuation adds risk.
TEAMNegative Net Change CRMNegative Net Change FRSHNegative Net Change MNDYNegative Net Change
artificial-intelligence tech-stocks
TSMC & Sony Establish JV in Japan to Develop Smartphone Image Sensors
by Moumi Mondal
TSMC and Sony are set to form a JV in Japan to develop and manufacture smartphone image sensors, with volume production set for 2029.
TSMPositive Net Change AMDPositive Net Change AVGOPositive Net Change
computers tech-stocks