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tech-stocks: Archive

Vasundhara Sawalka

Manhattan Associates and AI Agents: Can ActivePlatform Spark 2027?

MANH builds AI momentum with ActivePlatform and agent pilots, but weak monetization proof and macro risks keep the real payoff a 2027 story.

SAPNegative Net Change ORCLNegative Net Change MANHNegative Net Change DSGXNegative Net Change

Bryan Hayes

Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise

When we actually look at what the Fed cares about, the picture inverts completely.

MCHPPositive Net Change FLEXPositive Net Change

Zacks Equity Research

Can AST SpaceMobile's Upcoming Satellite Launch Advance Connectivity?

ASTS has set June 17, 2026, Falcon 9 launch to deploy BlueBird 8 to 10, scaling its direct-to-smartphone space cellular broadband network.

VSATPositive Net Change GSATPositive Net Change ASTSPositive Net Change

Zacks Equity Research

SailPoint Q1 Earnings Surpass Estimates, Revenues Jump Y/Y

SAIL beat Q1 estimates as revenues jump 22% and SaaS demand lifts ARR to $1.163B; management guides Q2 revenues up 17-18%.

DELLPositive Net Change AMATPositive Net Change AEISPositive Net Change SAILNegative Net Change

Zacks Equity Research

Can Credo Technology Maintain Revenue Growth Amid the AI Boom?

CRDO's AI connectivity push fueled record fiscal 2026 revenue, with optical products poised for a major growth inflection in fiscal 2027.

MRVLPositive Net Change AVGOPositive Net Change CRDOPositive Net Change

Zacks Equity Research

TCX Downgraded to "Underperform" Rating on Debt Burden, Cost Pressures

Tucows faces rising financial risks from its heavy debt load and interest-rate exposure, while higher sales and marketing spending have yet to generate sufficient revenue or earnings growth.

TCXNegative Net Change

Zacks Equity Research

Optical Cable Posts Q2 Earnings on 27% Sales Growth, Rising Backlog

OCC returns to profitability in Q2'26 as sales jump 26.6% y/y, margins expand and backlog surges, driven by strong data center demand.

OCCNegative Net Change

Vasundhara Sawalka

Microsoft Deepens Agentic AI Push and Collaborations: What's Ahead?

MSFT ramps up agentic AI with KPMG, Atos deals, new Azure Cobalt VMs and Copilot expansion as cloud surges but margins face AI-driven pressure.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights GoDaddy, Vipshop and Asure Software

GoDaddy, Vipshop and Asure Software stand out in a challenged Internet-delivery industry as digital adoption and platform growth support demand.

ASURNegative Net Change VIPSPositive Net Change GDDYNegative Net Change

Supriyo Bose

AT&T vs. T-Mobile: Which Communications Stock is the Smarter Buy?

T's fiber expansion, improving 2026 outlook and cheaper valuation tip the smarter-buy case over TMUS.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change