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tech-stocks: Archive

Vaishali Doshi

TTD Trades at a Discounted P/E: Should You Buy the Stock?

TTD trades at 12.64X forward earnings, well below peers, as strong retention and AI-driven growth plans face macro pressure and near-term margin constraints.

AKAMPositive Net Change ZPositive Net Change TTDPositive Net Change

Vaishali Doshi

The Trade Desk Growth Story Hinges on CTV Strength and AI Push

TTD leans on CTV momentum and AI tools to sustain growth as vertical softness and margin timing challenges shape its 2026 outlook.

NFLXPositive Net Change TTDPositive Net Change NEXNPositive Net Change

Vaishali Doshi

Can Video Data Growth Drive Demand for Seagate's HDD Portfolio?

STX eyes surging video data and AI-driven content to boost HDD demand, but rising competition from Western Digital and flash storage a concern

WDCNegative Net Change STXPositive Net Change PSTGPositive Net Change

Anirudha Bhagat

Will Vera Rubin Boost NVIDIA's Dominance in AI Compute Market?

NVDA's Vera Rubin platform signals a shift to full-stack AI infrastructure, promising higher efficiency, lower costs and stronger dominance in compute markets.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Maharathi Basu

Is Accenture's Cheap Valuation Reason Enough to Invest in the Stock?

ACN trades at a steep discount and leans into GenAI growth, but weak price performance and rising talent costs raise doubts about whether now is the right time to buy.

ACNPositive Net Change SERVPositive Net Change VRTPositive Net Change

Bryan Hayes

Moving Past Geopolitical Tensions: Why Stocks Are Poised for a Strong Recovery

History and current fundamentals suggest this Iran-related volatility is likely another chapter in the long pattern of markets looking past conflicts.

NVDAPositive Net Change

Zacks Equity Research

Science Applications Q4 Earnings Beat Estimates, Revenues Miss

SAIC beats on Q4 EPS but misses revenues as sales fall 5%, hit by civilian weakness. The company rolls out its fiscal 2027 outlook.

LRCXNegative Net Change FORMPositive Net Change CRUSNo Net Change SAICPositive Net Change

Kashvi Chandgothia

TTM Technologies Surges 97% in 6 Months: Should You Buy the Stock?

TTMI benefits from rising AI complexity and defense modernization, supporting sustained growth across key end markets.

APHPositive Net Change TELNegative Net Change TTMIPositive Net Change SANMPositive Net Change

Amit Kr Ram

Is Opendoor's Product Revamp Expanding Its Addressable Market?

Is OPEN's flexible home-selling model the key to wider reach and lower risk as demand rises and efficiency improves?

OPENPositive Net Change ZGPositive Net Change OPADNegative Net Change

Nilanshi Mukherjee

ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs is expanding its AI connectivity portfolio, but Cisco Systems' strong hyperscaler traction and growing AI infrastructure demand make it the stronger pick.

CSCOPositive Net Change ALABPositive Net Change