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tech-stocks: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Apple, Meta Platforms and DoorDash

Apple, Meta and DoorDash all smashed Q2 expectations with record-breaking growth, strong margins and bullish post-earnings momentum.

AAPLNegative Net Change DASHPositive Net Change METAPositive Net Change

Tirthankar Chakraborty

Can QUBT Become the Next NVIDIA, and Should You Buy the Stock?

QCi shares surged over 2000% as its photonic quantum push, NASA ties, and Arizona chip foundry fuel investor attention.

NVDAPositive Net Change QUBTPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Urmimala Biswas

QUBT or QBTS: Which Quantum Stock Wins on Cash Strength and Roadmap?

Though both quantum stocks are on bold growth paths, QBTS outpaces QUBT with bigger cash reserves, revenue momentum and analyst upside.

QUBTPositive Net Change QBTSPositive Net Change

Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock is a Better Buy Right Now?

AppLovin's AI-fueled Axon 2 and soaring profitability give APP a stronger near-term edge over ARM's steadier chip-driven growth.

MSFTPositive Net Change CRMNegative Net Change ARMPositive Net Change APPPositive Net Change

Shuvra Shankar Dey

DAVE vs. SOFI: Which Fintech Disruptor Offers More Growth Potential Now?

SoFi's soaring revenues, raised 2025 guidance, and record member growth set it apart from Dave's lean but pressured fintech model.

DAVEPositive Net Change SOFIPositive Net Change

Zacks Equity Research

BOX Q2 Earnings Beat Estimates, Revenues Up Y/Y, Shares Rise

Box posts Q2 earnings beat with 9% revenue growth, higher RPO, and solid margin gains while guiding for steady FY26 expansion.

APHPositive Net Change BOXPositive Net Change RDDTPositive Net Change ALABNegative Net Change

Zacks Equity Research

DASH Gains From Robust Marketplace GOV: A Sign for More Upside?

DoorDash benefits from a 23% jump in Marketplace GOV and a growing partner base, fueling revenue growth and strong share performance in 2025.

CARTPositive Net Change UBERPositive Net Change DASHPositive Net Change

Aniruddha Ganguly

RF Industries' Backlog Continues to Grow: Can it Spark a Comeback?

RFIL sees strong backlog, new orders and rising customer adoption driving sales momentum despite recent stock pressure.

APHPositive Net Change TELPositive Net Change RFILNegative Net Change

Nilanshi Mukherjee

SMR vs. OKLO: Which Small Modular Reactor Stock Has an Edge Now?

NuScale Power gains an edge over Oklo with regulatory approvals, strong partnerships, and growing momentum in the SMR race.

SMRPositive Net Change OKLOPositive Net Change

Shrabana Mukherjee

Is BigBear.ai Ready for International Growth After UAE and Panama Deals?

Can BBAI turn its UAE and Panama deals into global momentum as U.S. revenue dips and guidance gets pulled?

AINo Net Change PLTRPositive Net Change BBAINegative Net Change

Zacks Equity Research

Bumble App Revenues Decline: Is User Churn a Bigger Threat to Growth?

BMBL's revenue drop and shrinking paying user base highlight churn as a bigger threat than short-term sales swings.

MTCHNegative Net Change BMBLNegative Net Change GRNDNegative Net Change

Zacks Equity Research

OKTA Q2 Earnings Surpass Estimates, Revenues Increase Y/Y, Shares Up

Okta tops fiscal Q2 estimates with strong subscription gains, expanding margins, and upbeat guidance, driving shares higher.

APHPositive Net Change OKTAPositive Net Change RDDTPositive Net Change ALABNegative Net Change

Zacks Equity Research

AT&T to Acquire EchoStar's Spectrum Licenses: Growth Catalyst or Risk?

T's $23B deal for EchoStar's spectrum expands 5G reach across the United States and boosts competitive edge in the wireless industry.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Can Reddit's International Expansion Drive More Upside in the Stock?

RDDT's global user base is growing fast, but low ARPU abroad points to untapped monetization potential.

SNAPPositive Net Change METAPositive Net Change RDDTPositive Net Change

Derek Lewis

Q2 Earnings: These 3 Tech Stocks Shattered Expectations

The 2025 Q2 earnings cycle is nearing its end, with these three companies' results stealing the spotlight. Can they repeat their stellar performances in the Q3 season?

AAPLNegative Net Change DASHPositive Net Change METAPositive Net Change

Vaishali Doshi

CRWV vs. NBIS: Which AI Infrastructure Stock is the Smarter Buy Now?

CRWV's scale, partnerships, and client wins position it ahead of NBIS in the AI infrastructure race, despite high leverage risks.

NVDAPositive Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

MercadoLibre Expands Lending: Will Rising Risk Weigh on Profits?

MELI's aggressive lending growth risks future profits as asset quality lags and provisioning pressures rise.

NUPositive Net Change SEPositive Net Change MELIPositive Net Change

Supriyo Bose

PINS Focuses More on AI for Personalized Content: A Key Growth Driver?

Pinterest doubles down on AI-driven personalization and ad tools to boost user engagement and long-term monetization growth.

AMZNPositive Net Change MSFTPositive Net Change PINSNegative Net Change

Anirudha Bhagat

Super Micro Expands AI Server Leadership: Can Margins Grow Above 15%?

AI server demand drives SMCI's surge, while integrated solutions and diversification aim to lift profitability.

DELLNegative Net Change SMCIPositive Net Change HPEPositive Net Change

Mark Vickery

Countdown to NVIDIA Earnings, PCE Report Friday

No major economic prints this Hump Day will keep the laser-focus most market participants currently: NVIDIA earnings.

KSSPositive Net Change ANFNegative Net Change NVDAPositive Net Change FLNo Net Change DKSNegative Net Change MCFTNegative Net Change

Arghyadeep Bose

Spotify vs. MARA Holdings: Which Stock Has More Upside Ahead?

SPOT and MARA are charting different growth paths as investors weigh streaming strength against crypto momentum.

MARAPositive Net Change SPOTPositive Net Change

Anirudha Bhagat

CYBR Leans on AI Identity Security: Will It Unlock Next Growth Phase?

CyberArk bets on AI security tools like Secure AI Agents and CORA AI to fuel growth.

CYBRPositive Net Change OKTAPositive Net Change SAILNegative Net Change

Zacks Equity Research

Fortinet Captures EMEA Momentum: Can It Secure Long-Term Growth?

FTNT's EMEA revenues jump 18% in Q2, outpacing other regions and beating estimates, making the region central to its growth strategy.

CSCOPositive Net Change FTNTNegative Net Change PANWPositive Net Change

Om Jaiswal

LRCX's Akara Etch Wins Gain Momentum: Can it Expand DRAM Share?

Lam Research's Akara etch tool gains early traction in DRAM production, positioning LRCX to expand its memory market share.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Company News for Aug 27, 2025

Companies in The News Are: BNS,SMTC,LLY,SATS,T

TPositive Net Change LLYPositive Net Change SMTCPositive Net Change SATSPositive Net Change BNSNegative Net Change