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tech-stocks: Archive

Zacks Equity Research

Will Dell's ISG Segment Benefit From Cloud Infrastructure Expansion?

DELL gains traction in AI-driven cloud infrastructure, but faces rising pressure from tech giants like Microsoft and Alphabet.

MSFTPositive Net Change DELLPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Will Microsoft's AI Services Help Maintain Its Cloud Growth Momentum?

MSFT rides on a surge in AI-driven Azure adoption as custom agents and new MU model push cloud growth even higher.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Shopify's E-commerce Growth Picks Up: A Sign for More Upside?

SHOP gains momentum as merchant tools like Shop Pay drive growth and new crypto payment options expand its reach.

ETSYPositive Net Change SHOPPositive Net Change BIGCPositive Net Change

Vasundhara Sawalka

4 Stocks Trading Near 52-Week High With Room to Rise Further

Investors target stocks that have been on a bullish run lately. Stocks like DB, JNPR, ATRO and FHI are seeing price strength and the momentum is likely to continue.

DBPositive Net Change JNPRNo Net Change ATROPositive Net Change FHIPositive Net Change

Akashlina Dewanjee

FTNT's Unified SASE Strategy Drives Growth: Hold or Fold the Stock?

Fortinet's unified SASE strategy fuels growth, but premium valuation and fierce competition keep the stock in hold territory.

FTNTPositive Net Change PANWPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCOPositive Net Change JNPRNo Net Change ANETPositive Net Change

Vaishali Doshi

Can Toast Sustain Healthy Net Additions in Q2 and Beyond?

TOST aims for record second-quarter net adds as it deepens U.S. reach and expands into enterprise, international, and food & beverage retail markets.

LSPDPositive Net Change TOSTPositive Net Change XYZPositive Net Change

Zacks Equity Research

Can Toast Keep EBITDA Margins Above 30% With Cost Discipline?

TOST stock surges on 25% revenue growth and 32% EBITDA margin. It raises 2025 outlook as it scales with disciplined cost control.

LSPDPositive Net Change TOSTPositive Net Change XYZPositive Net Change

Shrabana Mukherjee

SoundHound AI vs. Cerence: Which Voice AI Stock Holds More Promise?

SOUN and CRNC battle for voice AI dominance, but only one is scaling fast across sectors beyond autos with strong momentum.

AMZNPositive Net Change AAPLPositive Net Change GOOGLPositive Net Change CRNCPositive Net Change SOUNNegative Net Change

Vasundhara Sawalka

MSFT vs. PEGA: Which Agentic AI Vendor is a Better Buy in 2H25?

PEGA's specialized agentic AI focus offers superior upside versus MSFT's broader platform. Buy PEGA for concentrated AI exposure; hold/wait on MSFT for better entry.

MSFTPositive Net Change PEGAPositive Net Change

Zacks Equity Research

CIEN, Telxius Hit a Pioneering 1.3 Tb/s Wavelength Across the Atlantic

Ciena and Telxius achieve a record 1.3 Tb/s transatlantic transmission, boosting global optical network capacity with WaveLogic 6 Extreme.

CIENPositive Net Change JNPRNo Net Change ANETPositive Net Change UIPositive Net Change

Zacks Equity Research

Micron Beats on Q3 Earnings: Will Strong Guidance Uplift the Stock?

MU beats Q3 earnings with 208% EPS growth and strong HBM demand, lifting guidance well above estimates for Q4.

MUPositive Net Change QLYSPositive Net Change PAYCPositive Net Change PCTYPositive Net Change

Supriyo Bose

AST SpaceMobile Trims Debt: Financial Flexibility to Aid the Stock?

AST SpaceMobile slashes $225M in debt, freeing cash for R&D and boosting flexibility amid a tough macro backdrop.

VSATPositive Net Change COMMPositive Net Change ASTSNegative Net Change

Om Jaiswal

Zscaler's Platform Keeps Growing: Is Zero Trust Everywhere the Key?

ZS expands Zero Trust Everywhere with strong customer growth and new cloud workload tools, fueling platform momentum.

SPositive Net Change PANWPositive Net Change ZSPositive Net Change

Kaibalya Pravo Dey

Can Gorilla's Bold Thailand Acquisition Fuel its Global AI Ambitions?

GRRR's Thailand deal adds mobility-first AI platforms and primes it to scale across Southeast Asia's booming tech markets.

PANWPositive Net Change ZSPositive Net Change GRRRNegative Net Change

Anirudha Bhagat

NVIDIA's AI Factory Buildouts Double: Can Rivals Still Compete Now?

NVDA doubles its AI factory projects year over year, tightening its grip on the market with full-stack dominance.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Vaishali Doshi

The Trade Desk's CTV Business Driving Growth: Can the Momentum Hold?

TTD is leaning into CTV as video ad spend surges, but macro headwinds may challenge its momentum.

TTDPositive Net Change MGNINegative Net Change PUBMPositive Net Change

Nalak Das

NVIDIA Regains Its Lost Glory - Should You Buy on the Dip and Hold?

NVDA reclaims top market-cap spot with record highs, massive AI demand, and bold chip innovation driving growth.

AMZNPositive Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Benjamin Rains

2 Must-Buy Tech Stocks for July: ROK, CRDO

It's time for investors to buy strong technology stocks set to benefit from the artificial intelligence boom and other key trends heading into July.

NVDAPositive Net Change ROKPositive Net Change CRDOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Advanced Micro Devices, Applied Materials, Canterbury Park and Where Food Comes From

AAPL, AMD, and AMAT lead Zacks research picks as strong growth in services, AI chips, and semis offsets broader headwinds.

AAPLPositive Net Change AMDNegative Net Change AMATPositive Net Change WFCFNegative Net Change CPHCNegative Net Change

Mark Vickery

Non-Tech Markets Lose Steam; Nasdaq Approaches Record High

The Dow slipped 106 points, -0.25%, while the Nasdaq gained +61 points, +0.31% -- approaching new highs.

MUPositive Net Change NVDAPositive Net Change

Tirthankar Chakraborty

BigBear.ai Vs. C3.ai: Which is the Better Stock and a Buy?

C3.ai outshines BigBear.ai with stronger sales, solid finances, and less risk from federal budget cuts.

XOMPositive Net Change DOWNegative Net Change AINegative Net Change BKRNegative Net Change BBAIPositive Net Change

Urmimala Biswas

QBTS vs. IBM: Why is D-Wave Quantum a Smarter Buy Right Now?

QBTS surges 1312% as enterprise demand, quantum supremacy claims, and its Advantage2 rollout lift its near-term edge over IBM.

IBMPositive Net Change QBTSPositive Net Change

Aniruddha Ganguly

Amphenol vs. Bel Fuse: Which Electronics Stock Should You Buy?

APH and BELFB are well-known players in the electronic components market. Which one is a better investment option right now?

APHPositive Net Change BELFBPositive Net Change

Zacks Equity Research

SMCI Bets on DCBBS to Redefine Data Centers: Will it Deliver Growth?

SMCI's new DCBBS aims to transform data centers with liquid-cooled, rack-scale AI systems.

DELLPositive Net Change SMCINegative Net Change HPEPositive Net Change