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tech-stocks: Archive

Zacks Equity Research

Western Digital's $3.5B FCF: Can Growth Continue in Fiscal 2027?

WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.

WDCPositive Net Change NTAPPositive Net Change STXPositive Net Change

Arijit Sarkar

Akamai Q2 Earnings Highlight AI Growth, Cloud Gains and Margin Risk

Akamai beat Q2 revenue and adjusted EPS estimates as AI infrastructure and cybersecurity demand grew, but rising investment costs weighed on profitability.

AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change

Arijit Sarkar

Akamai Stock Falls 22% in 3 Months as AI Growth Meets Execution Risks

Akamai's AI infrastructure push is gaining cloud momentum, but Delivery weakness and rising investment costs test the growth story.

AKAMPositive Net Change NVDAPositive Net Change NETPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Dell Technologies, Super Micro Computer, Hewlett Packard and HP

Dell Technologies trades at a premium, but soaring AI server demand, record backlog and a broad portfolio could support further growth.

HPQNegative Net Change DELLPositive Net Change SMCIPositive Net Change HPEPositive Net Change

Arijit Sarkar

Is Akamai Stock a Buy as AI Growth Outpaces Delivery and Margin Risks

Akamai's AI infrastructure and Security growth is accelerating, but Delivery weakness and rising spending test its growth outlook.

AKAMPositive Net Change TTDNegative Net Change DBXNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Quantinuum, IonQ, NVIDIA, IBM, QTUM, ARQQ, WQTM and CHPX

Quantum ETFs are gaining momentum as AI strains classical computing, with federal funding and breakthroughs fueling the sector's growth.

IBMNegative Net Change NVDAPositive Net Change QTUMPositive Net Change ARQQNegative Net Change IONQPositive Net Change CHPXPositive Net Change WQTMPositive Net Change QNTPositive Net Change

Zacks Equity Research

Can SNPS Leverage AI to Accelerate Chip Design and Drive Growth?

Synopsys is leveraging AI across chip design, verification and simulation, driving productivity gains and strengthening its position in the AI semiconductor value chain.

SNPSPositive Net Change CDNSNegative Net Change KEYSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA and Western Digital

Western Digital's AI-driven storage demand fuels strong growth, rising margins and cash flow, offering investors an alternative to NVIDIA.

WDCPositive Net Change NVDAPositive Net Change

Rimmi Singhi

How SpaceX's AI Buildout Is Boosting Tesla Megapack Sales

SPCX's surging Megapack purchases are boosting TSLA's energy business as AI power needs drive demand for fast-response battery storage.

TSLANegative Net Change SPCXPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: SpaceX, Meta, Palantir, Snowflake, Alphabet, AT&T and T-Mobile

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.

TNegative Net Change TMUSNegative Net Change GOOGLNegative Net Change SNOWPositive Net Change PLTRNegative Net Change SPCXPositive Net Change METANegative Net Change