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tech-stocks: Archive
Zacks Investment Ideas feature highlights: NVIDIA, Microsoft and Apple
by Zacks Equity Research
Apple's record June quarter and Microsoft's cloud growth set a strong tone as NVIDIA remains the lone Magnificent Seven member yet to report.
AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change
computers semiconductor tech-stocks
Tesla and SpaceX Ecosystem: Real Synergy or Related-Party Demand?
by Rimmi Singhi
TSLA is buying into SpaceX's AI ambitions, SPCX is buying Tesla's Megapacks, and the two are working together on chips, computing and connectivity.
TSLAPositive Net Change SPCXNegative Net Change
aerospace artificial-intelligence autonomous-vehicles communications electric-vehicles semiconductor tech-stocks
Credo Targets AI's Memory Wall With Open Chiplet Interconnect Standard
by Shreya Majumder
CRDO is advancing open interconnect standards to tackle AI memory bottlenecks and enable more flexible, modular data-center architectures.
CRDONegative Net Change MRVLPositive Net Change ALABPositive Net Change
artificial-intelligence semiconductor tech-stocks
Ondas Wins Israeli Defense Tender for Next-Gen Tactical Attack Drones
by Shreya Majumder
ONDS wins a multi-million-dollar Israeli defense tender for tactical attack drones, expanding its autonomous defense platform and global opportunity.
ONDSNegative Net Change KTOSNegative Net Change RCATNegative Net Change
aerospace emerging-markets robotics tech-stocks
A Guide to Investing in AI ETFs
by Aparajita Dutta
AI ETFs offer diversified exposure to a fast-growing sector, but wide performance gaps show why fund selection and strategy matter.
NVDAPositive Net Change BOTZPositive Net Change AIQPositive Net Change ROBTPositive Net Change THNQPositive Net Change PLTRPositive Net Change METAPositive Net Change WTAIPositive Net Change CHATPositive Net Change
artificial-intelligence etfs tech-stocks
Bull of the Day: Amphenol (APH)
by Bryan Hayes
Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it.
APHNegative Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions
by Sheraz Mian
For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.
MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
Q2 Earnings Scorecard: Record Margins, Strong Beats, and Upward Revisions
by Sheraz Mian
For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.
MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings semiconductor tech-stocks
These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy
by Shaun Pruitt
Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs).
PLXSNegative Net Change JBLPositive Net Change CLSPositive Net Change SANMNegative Net Change
artificial-intelligence datacenter earnings electronics investing large-cap tech-stocks
Magnificent Seven Earnings Remain Robust: MSFT, AAPL
by Derek Lewis
Several members of the group, including Microsoft (MSFT) and Apple (AAPL), posted solid results overall, though the post-earnings reaction was much stronger for MSFT.
AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change
artificial-intelligence earnings tech-stocks