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tech-stocks: Archive

Aniruddha Ganguly

NVTS vs. ADI: Which Semiconductor Stock is a Better Buy Now?

Analog Devices rides strong automotive and industrial momentum, while Navitas faces near-term headwinds despite AI and EV opportunities.

ADINegative Net Change NVTSNegative Net Change

Aniruddha Ganguly

AVGO's Strong Portfolio Drives Up Semiconductor Sales: What's Ahead?

Broadcom boosts semiconductor sales with new AI-focused networking chips, driving strong revenue growth despite rising competition.

AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Aniruddha Ganguly

ADBE vs. PEGA: Which Enterprise Software Stock is a Better Buy Now?

Adobe's AI-powered tools and growing Digital Media ARR position it more strongly than Pegasystems despite stiff competition.

ADBENegative Net Change PEGANegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Agilysys Stock We Don't?

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

AGYSPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold Snowflake Stock? Key Tips Ahead of Q2 Earnings

SNOW's fiscal second-quarter results are likely to reflect gains from an increasing clientele and an expanding partner base amid increasing competition.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change SNOWPositive Net Change

Zacks Equity Research

Can Momentum in Cloud Data Market Drive Upside in SNOW Stock?

Snowflake is set to gain from rising cloud analytics demand, with AI Data Cloud and Snowpark driving platform adoption and revenue growth.

ORCLPositive Net Change SNOWPositive Net Change MDBPositive Net Change

Subham Roy

CYBR vs. QLYS: Which Cybersecurity Stock is the Better Buy Now?

Qualys outpaces CyberArk with stronger customer growth, portfolio expansion, and valuation advantage in the cybersecurity race.

QLYSNegative Net Change CYBRNegative Net Change

Zacks Equity Research

MSFT Rides on AI Strategy: Can Rising CapEx Drive Future Growth?

Microsoft's AI push drives Azure growth and record CapEx, with spending set to hit $30B as the company bets big on future AI adoption.

MSFTPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Roku's Ad Growth Outpaces OTT Market: Is Revenue Momentum Sustainable?

With ad growth outpacing the OTT market, ROKU leverages DSP ties and The Roku Channel to drive platform gains.

NFLXNegative Net Change DISNegative Net Change ROKUNegative Net Change

Vasundhara Sawalka

Fortinet Expands Share Buyback Program by $1B: Buy Now or Hold?

FTNT's $1B buyback expansion signals confidence, but premium valuation and rising competition suggest waiting for better entry points despite solid fundamentals.

CHKPNegative Net Change FTNTNegative Net Change ZSNegative Net Change CRWDPositive Net Change

Zacks Equity Research

NVTS Targets AI Data Centers: Can it Capitalize on the 800-Volt Shift?

Navitas Semiconductor eyes the AI data center boom with GaN and SiC chips as the industry shifts toward 800-volt power systems.

WOLFNegative Net Change ONNegative Net Change NVTSNegative Net Change

Zacks Equity Research

Ubiquiti Q4 Earnings Surpass Estimates, Top Line Surges Y/Y

Ubiquiti posts a strong fiscal Q4 with revenues surging year over year, driven by robust Enterprise Technology demand across key regions.

JBLPositive Net Change CLSPositive Net Change IDCCNegative Net Change UIPositive Net Change

Zacks Equity Research

Bumble's Customer Retention Rate Slips: Is Growth Getting Harder?

BMBL's paying users fell 8.7% to 3.8M in second-quarter 2025. Despite AI investments and cost cuts, retention challenges deepen further.

MTCHNegative Net Change BMBLNegative Net Change GRNDNegative Net Change

Vaishali Doshi

CRDO vs. AVGO: Which Data Center Connectivity Stock is the Better Buy?

Credo surges on AI-driven data center growth while Broadcom leverages scale and custom accelerators to power its semiconductor dominance.

AVGOPositive Net Change CRDOPositive Net Change

Arghyadeep Bose

Can SPOT Maintain Its Growth-Profit Balancing Act Amid Headwinds?

Spotify balances user expansion with high expenses, leading investors to monitor margins and future profitability closely.

AMZNNegative Net Change AAPLNegative Net Change SPOTNegative Net Change

Zacks Equity Research

Implied Volatility Surging for Veeco Instruments Stock Options

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

VECOPositive Net Change

Zacks Equity Research

HPQ Set to Report Q3 Earnings: What's in Store for the Stock?

HP's Q3 results are likely to reflect benefits from AI PC momentum and Windows 11 update, partially offset by softness in the printing business.

HPQNegative Net Change NVDAPositive Net Change OKTANegative Net Change AFRMNegative Net Change

Anirudha Bhagat

HBM Drives Micron's Growth: Can MU Sustain the Momentum?

MU rides on soaring AI-driven HBM demand, with 2025 supply sold out and next-gen products fueling growth momentum.

INTCPositive Net Change MUPositive Net Change AVGOPositive Net Change

Vaishali Doshi

Can The Trade Desk's CTV Momentum Fend Off Rising Competition?

TTD's CTV momentum, fueled by Kokai adoption and live sports targeting, faces stiff competition from rivals like Magnite and PubMatic.

TTDNegative Net Change MGNINegative Net Change PUBMNegative Net Change

Zacks Equity Research

AI Demand and Datacenter Momentum to Lift NVIDIA's Q2 Earnings

NVDA's Q2 revenues are expected to surge 54% year over year as AI demand and datacenter growth continue to drive strong performance across industries.

NVDAPositive Net Change FFIVPositive Net Change ANETPositive Net Change QLYSNegative Net Change

Shrabana Mukherjee

SoundHound vs. BigBear.ai: Which AI Stock Has More Upside Now?

Can SOUN's 217% revenue surge and booming AI adoption outshine BBAI's struggles and weaker 2025 outlook?

AMZNNegative Net Change GOOGLNegative Net Change BBAINegative Net Change SOUNNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle and Alphabet

Oracle and Alphabet face off in the AI cloud race, but Alphabet's diversified ecosystem, stronger growth, and better valuation give it the edge.

ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

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

NVIDIA gears up for Q2 earnings with booming Blackwell GPU demand, China chip sales rebound, and soaring data center capex.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change

Zacks Equity Research

Company News for Aug 25, 2025

Companies in The News Are: UI,ROST,ZM,INTU

ROSTPositive Net Change INTUNegative Net Change ZMNegative Net Change UIPositive Net Change

Zacks Equity Research

Stock Market News for Aug 25, 2025

U.S. stocks ended sharply higher on Friday, with the Dow hitting an all-time closing high, as investors' sentiment got a boost after Federal Reserve Chairman Jerome Powell suggested that the central bank could start cutting interest rates from next month.

AMZNNegative Net Change TSLAPositive Net Change GOOGLNegative Net Change