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tech-stocks: Archive

Zacks Equity Research

Oracle Q4 Earnings Beat Estimates, Cloud Growth Fuels Revenues

ORCL's fiscal Q4 beat is powered by surging cloud demand, with AI-driven infrastructure growth accelerating and pushing revenues up 21% year over year.

DELLPositive Net Change ORCLNegative Net Change AMATPositive Net Change AEISPositive Net Change

Zacks Equity Research

Will Enterprise AI Adoption Boost CoreWeave's Business?

CRWV is riding enterprise AI adoption with record bookings, a nearly $100B backlog and an expanding cloud platform built for production AI workloads.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Anterix Records Narrower-Than-Expected Q4 Loss on Solid Revenue Growth

ATEX posts Q4 fiscal 2026 beats as revenues jump 41% on spectrum agreement gains and 900 MHz monetization, lifting GAAP profit.

CLSPositive Net Change MPWRPositive Net Change SIMOPositive Net Change ATEXPositive Net Change

Maharathi Basu

Microchip Launches TimePictra 12 Platform: Catalyst for More Growth?

MCHP debuts TimePictra 12 with new GUI, automation and support for advanced timing tech, scaling to 5,000 elements for critical networks.

ADTNPositive Net Change MCHPPositive Net Change SITMPositive Net Change

Om Jaiswal

Can Power Utility Demand Become nVent Electric's Next Growth Driver?

NVT sees power utilities emerging as a major growth driver as grid expansion and rising electricity demand fuel sales growth.

APHPositive Net Change HUBBPositive Net Change NVTPositive Net Change

Aritra Chatterjee

Can T-Mobile Sustain Its Strong Customer Growth Momentum?

TMUS is expanding its wireless and broadband customer base, raising its 2026 guidance as ARPA rises and gains in 5G and broadband continue amid intense telecom competition.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Aritra Chatterjee

CLS Benefits From Strong Cash Flow Growth: More Upside Ahead?

CLS is benefiting from strong cash flow growth and AI-driven demand, highlighting key trends that could support future performance.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Rimmi Singhi

Can Navitas' Latest SiC Innovation Strengthen Its Market Position?

NVTS rolls out an isolated SiC MOSFET package to run cooler and switch faster in AI data centers and grid systems, aiming to sharpen its SiC edge.

STMPositive Net Change ONPositive Net Change NVTSPositive Net Change

Subham Roy

SMCI Plunges 32% in a Year: Time to Hold or Fold the Stock?

Super Micro Computer's AI infrastructure expansion and discounted valuation stand against cash flow strain, inventory buildup and rising competition. Is it the right time to hold?

DELLPositive Net Change NVDAPositive Net Change SMCIPositive Net Change HPEPositive Net Change

Shivangi Deora

Can BlackBerry's QNX Capitalize on Emerging GEM Opportunities?

BB targets growth beyond automotive as QNX expands into robotics, industrial automation and medical AI, with new wins and partnerships fueling momentum.

PANWPositive Net Change BBPositive Net Change CRWDPositive Net Change