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tech-stocks: Archive

Zacks Equity Research

Nokia, EBB Team Up to Upgrade AI Data Centers Across Malaysia

NOK secures a deal with Extreme Broadband to power Open DC's AI data centers in Malaysia with secure, scalable IP solutions.

NOKPositive Net Change MSIPositive Net Change IDCCPositive Net Change UIPositive Net Change

Om Jaiswal

CRWD's Next-Gen SIEM ARR Hits $430M: Will it Fuel Growth Momentum?

CrowdStrike's Next-Gen SIEM ARR surges 95% to $430 million in Q2, fueled by legacy tool replacements and its Falcon platform edge.

SNegative Net Change PANWNegative Net Change CRWDNegative Net Change

Zacks Equity Research

Guidewire Q4 Earnings Coming Up: Here's What Investors Should Know

GWRE to report fourth-quarter results with strong cloud momentum, rising deal wins and subscription revenue growth in focus

AVGOPositive Net Change GWRENegative Net Change HITINegative Net Change CURVPositive Net Change

Om Jaiswal

PANW vs. CRWD: Which Cybersecurity Stock is a Better Buy?

CrowdStrik's rapid ARR gains and AI-native edge put it ahead of Palo Alto Networks in the battle for cybersecurity dominance.

PANWNegative Net Change CRWDNegative Net Change

Supriyo Bose

Top ROE Stocks to Buy as AI Rally Propels Markets to Record Highs

Arista, TE Connectivity, Corning, Banco Bilbao, and AppLovin stand out with strong ROE as markets hit record highs on AI momentum.

GLWPositive Net Change TELNegative Net Change BBVAPositive Net Change APPPositive Net Change ANETPositive Net Change

Zacks Equity Research

Watts Water Soars 40.8% in 12 Months: Is More Upside Left in the Stock?

WTS posts record results, lifts outlook and scales its Nexa platform while integrating recent acquisitions.

BMIPositive Net Change STNegative Net Change WTSPositive Net Change THRPositive Net Change

Supriyo Bose

ASTS Almost Doubles in 6 Months: Worth Including in Your Portfolio?

AST SpaceMobile surged 91% in six months on BlueBird satellite launches and carrier deals, but high costs and widening losses cloud the outlook.

TPositive Net Change VZPositive Net Change AVNWPositive Net Change CMTLNo Net Change ASTSNegative Net Change

Anirudha Bhagat

NVIDIA's Q2 Sales Hit $46B: Can Blackwell Ramp-Up Deliver $54B in Q3?

NVDA posts $46.7B Q2 revenues as Blackwell adoption surges, with a $54B Q3 forecast and margin gains despite higher production costs.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Anirudha Bhagat

4 Stocks to Watch From a Prospering Security Industry Trend

The Zacks Security industry participants, PANW, CRWD, FTNT and QLYS, gain from an increase in data breaches, prompting companies to seek comprehensive IT security solutions.

PANWNegative Net Change FTNTNegative Net Change QLYSNegative Net Change CRWDNegative Net Change

David Bartosiak

Bull of the Day: Arlo Technologies (ARLO)

Everybody nowadays is wired for security and a smart home.

ARLONegative Net Change

Zacks Equity Research

Zacks Market Edge Highlights: GOOGL, BWA, BAC, LECO and URI

From Alphabet to United Rentals, stocks across tech, autos, banks, and industry are hitting fresh 52-week highs.

BACPositive Net Change BWAPositive Net Change LECOPositive Net Change URIPositive Net Change GOOGLNegative Net Change

Nilanshi Mukherjee

GTLB Stock Set to Report Q2 Earnings: A Smart Buy or Risky Investment?

GitLab projects 24% revenue growth in Q2, driven by AI-driven DevSecOps momentum, but faces valuation concerns and tough competition.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change GTLBNegative Net Change

Zacks Equity Research

S Shares Jump 7% on Q2 Earnings Beat and Robust Fiscal 2026 Guidance

SentinelOne's fiscal second-quarter 2026 results reflect improved revenues, driven by strong demand for its AI-powered security solutions.

APHNegative Net Change SNegative Net Change ANETPositive Net Change ALKTNegative Net Change

Aritra Chatterjee

COMM Stock Surges 315.5% in a Year: Is it Still Worth Buying?

CommScope's innovation in DOCSIS 4.0, soaring Access Network sales and portfolio shifts keep momentum strong.

APHNegative Net Change GLWPositive Net Change COMMPositive Net Change

Aniruddha Ganguly

Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?

Meta Platforms boosts 2025 capex to up to $72B, launches renewable-powered data centers, and eyes AI-driven expansion.

AMZNPositive Net Change MSFTNegative Net Change METAPositive Net Change

Aniruddha Ganguly

Apple's Expanding Game Content to Aid Services Growth: What's Ahead?

AAPL expands Arcade with new titles and a growing game hub as its Services revenues climb 13.3% in Q3 2025.

AAPLPositive Net Change TTWONegative Net Change EANegative Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Aniruddha Ganguly

Cisco's Security Portfolio Gains Traction: A Sign of More Upside?

CSCO's security revenues jump 9% on Splunk synergies and rising demand for Secure Access, Hypershield and XDR.

CSCONegative Net Change NVDANegative Net Change AVGOPositive Net Change OKTANegative Net Change

Aniruddha Ganguly

Acquisitions Shaping Up Amphenol's Growth Trajectory: What's Ahead?

APH's acquisitions fuel 52% revenue growth in H1 2025, while upcoming billion-dollar deals aim to expand its interconnect portfolio.

APHNegative Net Change TELNegative Net Change RFILNegative Net Change

Zacks Equity Research

BABA Q1 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Rise

Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.

BBBYNegative Net Change BBWPositive Net Change BABANegative Net Change BROSNegative Net Change

Kashvi Chandgothia

Should You Hold or Fold MercadoLibre Stock at P/E Multiple of 42.7X?

MELI's steep 42.7X P/E raises questions as margin strain, credit risk and competitive pressure build beneath the surface.

AMZNPositive Net Change EBAYPositive Net Change SEPositive Net Change MELIPositive Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

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

IOT gears up for Q2 earnings with projected revenue growth, strong AI adoption, and OEM partnerships driving momentum.

AEOPositive Net Change MUPositive Net Change AVGOPositive Net Change IOTNegative Net Change

Zacks Equity Research

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

Hewlett Packard Enterprise's Q3 results hinge on AI systems, GreenLake growth, and networking momentum, even as macro headwinds linger.

AEOPositive Net Change MUPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Zacks Equity Research

AI Adoption and Cloud Growth to Boost Salesforce's Q2 Earnings?

CRM's Q2 results are likely to reflect the benefits of the rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.

CRMNegative Net Change FFIVPositive Net Change ANETPositive Net Change QLYSNegative Net Change