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artificial-intelligence: Archive

Zacks Equity Research

SHOP Gains From Strong Partner Base: Will This Fuel Revenue Growth?

Shopify's expanding partner base, AI-powered tools and major brand signings highlight the company's strong growth momentum.

AMZNPositive Net Change MELINegative Net Change SHOPNegative Net Change

Shrabana Mukherjee

Can BigBear.ai Navigate Near-Term Losses for Long-Term Payoff?

BBAI posts steep Q2 losses but leans on record cash and defense-tailwind bets to fuel a high-stakes turnaround.

INODPositive Net Change VERINegative Net Change BBAINegative Net Change

Rimmi Singhi

China's AV Push: BIDU, PONY & WRD Lead the Robotaxi Revolution

Pony.ai, Baidu, and WeRide are spearheading China's global robotaxi rollout with expanding fleets and bold international partnerships.

BIDUNegative Net Change WRDNegative Net Change UBERPositive Net Change GRABNegative Net Change PONYNegative Net Change

Aritra Chatterjee

JBL Gains From Robust Supply Chain Network: Will it Drive Growth?

Jabil's global factory network and $500M Southeast U.S. investment aim to boost resilience and AI supply chain strength.

JBLPositive Net Change FLEXPositive Net Change CLSNegative Net Change

Anirudha Bhagat

Robotics Demand Rises: Will Jetson Thor Unlock a New Market for NVDA?

NVIDIA sees robotics as its next growth frontier, with the new Jetson Thor platform poised to drive adoption across industries.

QCOMNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Benjamin Rains

Buy Top AI Data Center Stock EME and Hold

EME profits directly from the AI hyperscale data center spending boom. The Zacks Rank #1 (Strong Buy) stock looks ready to possibly break out after trading sideways since late July.

EMEPositive Net Change OKLONegative Net Change

Derek Lewis

These 2 AI Stocks Pay Dividends: VRT, ETN

Although Eaton (ETN) and Vertiv (VRT) aren't high-yield, the bullish outlook for these companies' offerings can't be overlooked by income-focused investors seeking to join the frenzy.

ETNPositive Net Change VRTNegative Net Change

Shaun Pruitt

Chase the Surge in Alibaba or Baidu Stock?

Along with U.S. equities, favorable market sentiment has led to a resurgence in Chinese tech stocks with Alibaba (BABA) and Baidu (BIDU) leading the way.

BIDUNegative Net Change BABANegative Net Change NVDAPositive Net Change FXINegative Net Change CQQQNegative Net Change

Arghyadeep Bose

DAVE vs. SEZL: Which Fintech Stock Is Poised Well for Growth Now?

Sezzle posts record growth while Dave expands members and profits. See which fintech shows stronger momentum ahead.

DAVENegative Net Change SEZLNegative Net Change

Zacks Equity Research

AMD Gains Traction in AI Infrastructure Market: A Sign of More Upside?

Advanced Micro Devices' growth is driven by AI footprint with record sales, new Instinct MI350 GPUs and major partnerships.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Bryan Hayes

Bull Market Set for Further Gains on Earnings: Stocks to Watch

Earnings have been the steady engine throughout this multi-year bull market, which has broadened out in 2025 and is now approaching its third birthday.

COSTNegative Net Change JBLPositive Net Change

Kashvi Chandgothia

Can ROKU's Advertising Innovations Fuel Sustained Platform Momentum?

Roku's ad innovations, from self-service tools to DSP tieups, aim to power lasting platform momentum.

NFLXPositive Net Change DISPositive Net Change ROKUPositive Net Change

Supriyo Bose

Can the Snapdragon X2 Elite PC Chip Be a Trump Card for Qualcomm?

QCOM's Snapdragon X2 Elite and X2 Elite Extreme debut with faster performance, longer battery life and advanced AI multitasking for Windows PCs.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Anirudha Bhagat

TSM Bets on A16 Node: Will It Give an Edge in the AI Data Center Race?

Taiwan Semiconductor's A16 node, with major efficiency gains, aims to power AI data centers and extend its chipmaking lead.

INTCPositive Net Change TSMNegative Net Change GFSPositive Net Change

Tirthankar Chakraborty

Micron or NVIDIA: Which AI Stock Looks Attractive and Worth a Buy?

Micron's surging HBM chip sales and NVIDIA's AI hardware dominance fuel growth, but valuation gaps make Micron look like the smarter buy.

MUPositive Net Change NVDAPositive Net Change

Zacks Equity Research

ALAB Rides on Strong Demand for PCIe Solution: A Sign of More Upside?

Astera Labs benefits from strong PCIe demand, rapid adoption of the Scorpio switch and an expanded partnership with NVIDIA.

MRVLNegative Net Change AVGONegative Net Change ALABNegative Net Change

Zacks Equity Research

VRT Gains From Expanding Client Base: Will the Momentum Continue?

Vertiv benefits from strong AI-driven demand with expanding partnerships, record orders and a growing backlog.

SMCINegative Net Change HPENegative Net Change VRTNegative Net Change

Zacks Equity Research

Are Weak Cash Flows Hinting at Deeper Challenges for monday.com?

Despite revenue growth, MNDY's weakening cash position threatens its flexibility in an increasingly competitive SaaS space.

CRMPositive Net Change NOWPositive Net Change MNDYNegative Net Change

Zacks Equity Research

Will Improving Margins Position MongoDB for Durable Growth Ahead?

MDB aims for durable growth as Atlas momentum, AI-driven demand and scaling efficiency power future margin gains.

NOWPositive Net Change SNOWPositive Net Change MDBPositive Net Change

Zacks Equity Research

FIS Revamps Private Capital Suite to Transform Private Equity Operations

Fidelity National launches a cloud-native Private Capital Suite with a new Investor Services Suite to streamline private equity operations.

FISPositive Net Change GDOTNegative Net Change BCOPositive Net Change OPFINegative Net Change

Vasundhara Sawalka

Must-Watch Robotics Stocks That Could Drive Future Growth Trends

Robotics is poised for robust long-term growth. Watch PATH, CDNS, NVDA and AMD for potential market dominance across sectors.

AMDNegative Net Change ISRGPositive Net Change NVDAPositive Net Change CDNSNegative Net Change PATHPositive Net Change

Aniruddha Ganguly

AVGO's Infrastructure Software Sales Rise: A Sign of More Upside?

Broadcom's Infrastructure Software revenues surged on VMware strength, while AI and semiconductors are set to fuel further growth.

MSFTPositive Net Change CSCONegative Net Change AVGONegative Net Change

Aniruddha Ganguly

3 IT Services Stocks to Buy Right Now From a Prospering Industry

The Zacks Computers - IT Services Industry participants like VRT, ROP and CSGP are benefiting from ongoing digitization, strong demand for hybrid working solutions and improving IT spending.

VRTNegative Net Change ROPPositive Net Change CSGPPositive Net Change

Zacks Equity Research

BABA's Free Cash Flow Turns Negative: Can Heavy Spending Pay Off?

Alibaba's free cash flow flips negative as it ramps up AI and instant commerce investments, betting big on long-term growth.

MSFTPositive Net Change ORCLNegative Net Change BABANegative Net Change

Shrabana Mukherjee

BigBear.ai vs. Palantir: Which AI Defense Stock Is the Better Bet?

Can PLTR's scale and profits outpace BBAI's high-risk, high-reward AI defense play amid soaring sector momentum?

PLTRNegative Net Change BBAINegative Net Change