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tech-stocks: Archive

Om Jaiswal

AMAT's Etch Business Crosses $1B: Can DRAM Momentum Continue?

Applied Materials' etch business surpasses $1B in Q3 as DRAM demand for AI workloads fuels momentum and future market share gains.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, Arm Holdings, CoreWeave, Advanced Micro Devices and Oklo

Zacks spotlights Nvidia, Arm Holdings, CoreWeave, AMD, and Oklo as beneficiaries of a fresh bull market, boosted by the Fed's dovish pivot and broad market strength.

AMDPositive Net Change NVDAPositive Net Change ARMPositive Net Change OKLOPositive Net Change CRWVPositive Net Change

Shreya Majumder

Is Credo's Optical DSP Business Set to Spur Growth & Revenue Momentum?

CRDO's optical DSP momentum builds with new design wins and record efficiency gains. Its total revenues are expected to top $800 million in fiscal 2026.

MRVLPositive Net Change AVGONegative Net Change CRDOPositive Net Change

Zacks Equity Research

SoundHound's AI Voice Assistant Rolls Into Jeep Vehicles Across Europe

SOUN's generative AI voice assistant debuts in Jeep vehicles across Europe, boosting visibility and growth prospects.

PTCNegative Net Change SOUNNegative Net Change RDDTPositive Net Change PENGNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, AMD, Alphabet, Meta Platforms, Amazon.com and Microsoft

NVIDIA's soaring valuation, AI demand, and looming Q2 earnings create a tug-of-war between sell pressure and long-term growth optimism.

AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Shivangi Deora

Will Cloud and AI Growth Help Seagate Preserve Its Margin Momentum?

STX's surging nearline demand, HAMR adoption and record margins highlight its strong momentum heading into fiscal 2026.

WDCPositive Net Change STXPositive Net Change PSTGNegative Net Change

Derek Lewis

These 2 Tech Companies are Cash Generating Machines

Strong cash flows reflect financial stability, allowing companies to pay down debt, pursue growth opportunities, and shell out dividend payments.

AAPLNegative Net Change AVGONegative Net Change

Mark Vickery

Market Indexes Creep into the Green, Strong Q2 Earnings After the Close

After fighting back from a modest open, the major indexes closed higher. MDB, PVH and OKTA all beat estimates this afternoon.

NVDAPositive Net Change PVHNegative Net Change OKTAPositive Net Change MDBPositive Net Change

Tirthankar Chakraborty

Too Much Hype! Should You Sell NVIDIA Stock Ahead of Q2 Earnings?

NVIDIA's Q2 earnings spark debate as AI-driven growth, record GPU demand, and steep valuation fuel both optimism and caution.

AMZNPositive Net Change AMDPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Urmimala Biswas

IonQ or Rigetti: Who Wins From Microsoft's Cloud Quantum Push?

RGTI's chiplet tech, Azure integration, and solid financials put it ahead of IONQ as Microsoft fuels quantum's cloud future.

MSFTPositive Net Change NVDAPositive Net Change IONQPositive Net Change RGTIPositive Net Change

Zacks Equity Research

SentinelOne Set to Report Q2 Earnings: What's in Store for the Stock?

S's Q2 performance is expected to have benefited from its robust growth in the Singularity platform despite a challenging macroeconomic environment.

AMZNPositive Net Change SNegative Net Change BBWNegative Net Change CYBRPositive Net Change

Nilanshi Mukherjee

DELL Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

Dell Technologies' Q2 results are likely to reflect 16% revenue growth and strong AI-driven server demand, with shares already outperforming peers.

LOWNegative Net Change DELLNegative Net Change NVDAPositive Net Change HPEPositive Net Change

Zacks Equity Research

Wolfspeed Q4 Earnings Miss Estimates, Revenues Decline Y/Y

WOLF's fourth-quarter fiscal 2025 results reflect weak demand, factory underutilization, and higher losses.

DELLNegative Net Change WOLFPositive Net Change HPEPositive Net Change TTANPositive Net Change

Shuvra Shankar Dey

PLTR vs. COHR: Which AI-Driven Tech Stock Has More Upside?

Palantir's explosive AIP adoption and surging U.S. revenues outpace Coherent's steady AI hardware gains, giving PLTR stronger near-term upside.

COHRPositive Net Change PLTRPositive Net Change

Aniruddha Ganguly

Can Strong Content Portfolio Drive Apple's Streaming Prospects?

Apple TV+ hits record Emmy nods and box office success as Services revenues jump double digits despite tough streaming competition.

AMZNPositive Net Change AAPLNegative Net Change NFLXPositive Net Change

Aniruddha Ganguly

RFIL vs. Amphenol: Which Connectivity Stock is a Better Buy Now?

Amphenol's expanding interconnect portfolio and strong order growth outshine RF Industries' backlog gains, making APH the stronger buy.

APHPositive Net Change RFILNegative Net Change

Zacks Equity Research

Amphenol Rides On Communications Boom: What's the Path Ahead?

APH's Communications sales soared 101% in Q2 2025, fueled by AI-driven demand and a $10.5B acquisition boost.

APHPositive Net Change BDCNegative Net Change COMMNo Net Change

Zacks Equity Research

ADSK Set to Report Q2 Earnings: What's in Store for the Stock?

ADSK heads into Q2 earnings with momentum from strong Q1 growth and steady demand despite macro headwinds.

NVDAPositive Net Change ADSKNegative Net Change BBWNegative Net Change AFRMPositive Net Change

Aniruddha Ganguly

Astera Labs Rides on Strong Connectivity Demand: What's Ahead?

ALAB posts 149.7% revenue surge on strong Aries, Taurus and Scorpio demand, with guidance pointing to more growth ahead.

MRVLPositive Net Change AVGONegative Net Change ALABNegative Net Change

Kashvi Chandgothia

APLD Trades Higher Than Industry at 13.5X P/S: Is the Stock a Buy?

Despite a stretched valuation, APLD's AI-focused strategy, long-term contracts and Polaris Forge buildout makes the stock attractive for investors.

EQIXPositive Net Change DLRPositive Net Change APLDPositive Net Change CRWVPositive Net Change

Derek Lewis

These Top-Ranked AI Stocks Pay Dividends

Looking to generate income while also being exposed to the AI frenzy? Vertiv and Broadcom have you covered.

AVGONegative Net Change VRTPositive Net Change

Zacks Equity Research

Cisco Rides AI Boom With $2B Orders: Can It Sustain the Growth Curve?

CSCO's $2B in AI orders, boosted by hyperscaler demand and Splunk integration, sets the stage for long-term growth amid rising competition.

CSCOPositive Net Change DELLNegative Net Change ANETPositive Net Change

Zacks Equity Research

Will Weakness in the Business Segment Impact Verizon's Growth?

VZ's Business segment struggles with subscriber decline and high churn, raising questions about its growth momentum in 2025.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Shrabana Mukherjee

Innodata Hikes Organic Growth Outlook to 45%: Is This Just the Start?

INOD just raised its 2025 growth target to 45%-could major tech wins signal the start of a bigger breakout?

INODPositive Net Change PLTRPositive Net Change CLVTNegative Net Change

Zacks Equity Research

JBL Is Betting Big on AI Data Center Market: Will This Drive Growth?

Jabil rides on AI data center demand with portfolio expansions, focus on innovation and collaboration with other industry leaders.

JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change