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tech-stocks: Archive

Zacks Equity Research

Can IBM's Together AI Cloud Deal Boost Its Growth Prospects?

IBM's $240 million Together AI deal is set to expand AI cloud infrastructure with NVIDIA systems, targeting high-performance inference and long-term growth.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change

Zacks Equity Research

Keysight to Report Q3 Earnings: Can Healthy Revenues Drive Growth?

KEYS heads into its Q3 results with new testing and software offerings targeting growth in AI, data centers and photonics.

KEYSPositive Net Change ADIPositive Net Change MUPositive Net Change NVDANegative Net Change

Zacks Equity Research

CoreWeave's $35-$39B Capex Plan: Can AI Demand Justify the Spend?

CRWV raises 2026 capex to $35-$39B as surging AI demand, a $104.2B backlog and over $25B in new commitments support its rapid capacity buildout.

CRWVNegative Net Change MSFTNegative Net Change NBISPositive Net Change

Supriyo Bose

Does ASTS Stock Warrant Caution After Lackluster Q2 Performance?

AST SpaceMobile's Q2 loss and revenue missed estimates as operating costs surged, while satellite deployment progress keeps its long-term growth story intact.

ASTSNegative Net Change AVNWPositive Net Change CMTLNo Net Change

Zacks Equity Research

SE Q2 Earnings Miss Estimates as Costs Rise, Revenues Beat & Grew Y/Y

Sea Limited's Q2 revenues jump 48.1% as Shopee and Monee grow, but higher costs and spending pressure margins and contribute to an earnings miss.

SENegative Net Change ADIPositive Net Change NVDANegative Net Change MRVLNegative Net Change

Supriyo Bose

AT&T vs. SpaceX: Which Connectivity Stock Has More Upside Now?

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

TPositive Net Change SPCXNegative Net Change VZPositive Net Change

Subhasish Mukherjee

Datadog's Large Customer Base Grows: Is Revenue Momentum Building?

DDOG's large customers are growing fast, driving 91% of ARR as enterprise bookings, AI adoption and platform expansion strengthen revenue momentum.

DDOGPositive Net Change DTNegative Net Change ESTCPositive Net Change

Om Jaiswal

Can Strong AI Data Center Demand Help NVT Challenge VRT & SMCI?

nVent Electric's AI data center demand, rising sales and liquid-cooling capacity expansion can strengthen its competitive position.

NVTPositive Net Change SMCIPositive Net Change VRTPositive Net Change

Shrabana Mukherjee

SoundHound's Q2 Results Fuel Estimate Hikes: Is the Stock a Buy Now?

SOUN's record Q2, raised 2026 revenue outlook and OASYS adoption strengthen its case despite losses, cash burn and a premium valuation.

SOUNNegative Net Change NICENegative Net Change FIVNNegative Net Change CRNCPositive Net Change

Zacks Equity Research

WYFI Q2 Earnings Call Focuses on NC-1 Ramp and Cloud Expansion

WhiteFiber targets full NC-1 billing by end-August as it expands multi-year cloud contracts, permanent financing and capital-light growth.

WYFIPositive Net Change