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artificial-intelligence: Archive

Derek Lewis

Bull of the Day: Arista Networks (ANET)

ANET has been a big beneficiary of the AI frenzy, with analysts raising their EPS expectations bullishly across the board.

ANETNegative Net Change

Benjamin Rains

3 Top AI Energy Stocks to Buy and Hold Forever

Exploring three top energy stocks to buy now to ride the AI-driven boom: Talen Energy Corporation (TLN), MasTec, Inc. (MTZ), and Constellation Energy (CEG).

AMZNPositive Net Change CEGNegative Net Change NVDANegative Net Change MTZNegative Net Change TLNPositive Net Change

Tirthankar Chakraborty

Is IonQ the NVIDIA of Tomorrow, and Should You Buy the Stock?

IonQ's trapped-ion tech, cloud partnerships and revenue growth fuel bold plans in quantum computing, but big losses keep risk high.

AMZNPositive Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change IONQPositive Net Change

Tanuka De

Top Founder-Led Stocks That Can Be Safer Long-Term Investment Plays

AppLovin, Palantir, Blackstone and CrowdStrike stand out as founder-run companies with strong vision, innovation, and long-term growth drivers.

BXNegative Net Change APPPositive Net Change CRWDPositive Net Change PLTRNegative Net Change

Zacks Equity Research

DELL's ISG Growth Accelerates: Is AI Infrastructure the Catalyst?

Dell Technologies is accelerating ISG growth with surging demand for AI infrastructure, powered by its expanding portfolio and partnerships.

CSCONegative Net Change DELLPositive Net Change APLDPositive Net Change

Zacks Equity Research

SNOW's Robust Portfolio Expands Client Base: Will the Trend Continue?

Snowflake's expanding AI-driven portfolio, strong customer growth, and key partnerships fuel momentum despite tough competition.

MSFTNegative Net Change NOWNegative Net Change SNOWNegative Net Change

Zacks Equity Research

Microsoft's Intelligent Cloud Expands Rapidly: Can the Upside Persist?

MSFT's Intelligent Cloud revenues rise 26% y/y to $29.9B, powered by Azure's 39% surge and rising AI adoption.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

Will FTNT's Heavy Infrastructure Build-Out Drive Next Phase of Growth?

Fortinet ramps up infrastructure spending to fuel cloud-first growth, boost billings and strengthen its competitive edge.

CSCONegative Net Change FTNTNegative Net Change ZSNegative Net Change

Aniruddha Ganguly

Apple vs. HP: Which Stock Has an Edge as AI PC Sales Accelerate?

AAPL or HPQ, which PC maker has an edge right now, given the growing demand for AI-powered devices amid a challenging macroeconomic environment?

AAPLPositive Net Change HPQNegative Net Change

Aniruddha Ganguly

Figma Drops 29% in a Month: Buy, Sell or Hold the FIG Stock?

FIG slides as slowing growth, stiff competition, and margin pressure weigh against its expanding AI-powered product lineup.

MSFTNegative Net Change FIGNegative Net Change ADBEPositive Net Change TEAMNegative Net Change

Arghyadeep Bose

DAVE Skyrockets 473% in a Year: Should You Buy the Stock Now?

Dave is expanding its member base, rolling out CashAI v5.5, and delivering strong revenues, profit and liquidity growth.

DAVENegative Net Change FUTUNegative Net Change FANegative Net Change

Vasundhara Sawalka

Baidu's AI Buzz vs. Revenue Reality: Time for Investors to Cash Out?

BIDU's AI hype can't mask the reality of -45% operating income, negative cash flow, and declining core business, making this stock a clear sell.

BIDUPositive Net Change TCEHYPositive Net Change BABAPositive Net Change IQPositive Net Change

Moumita C. Chattopadhyay

INTU vs. UPST: Which AI-Driven Fintech Stock Offers Better Upside Now?

Upstart's AI-fueled lending surge and broadening product suite give it an edge over Intuit's steady fintech growth.

INTUNo Net Change UPSTPositive Net Change

Supriyo Bose

INTC vs. AMD: Which AI-Driven Chip Stock Should You Bet on Now?

Intel and Advanced Micro are racing ahead in AI chips, but AMD's growth outlook and strong positioning give it the investment edge.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Kashvi Chandgothia

ROKU Appreciates 26.3% YTD: Three Key Reasons to Hold the Stock Now

Roku shares are up 26.3% year to date as platform revenues, streaming hours and ad tools show continued growth.

NFLXNegative Net Change DISNegative Net Change WBDNegative Net Change ROKUPositive Net Change

Anirudha Bhagat

ASML Soars 16% in a Month: Should You Buy, Sell or Hold the Stock?

ASML Holding stock rises nearly 16% in a month, fueled by EUV dominance and AI demand, but management's cautious 2026 outlook clouds near-term growth.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change ASMLPositive Net Change

Supriyo Bose

Pinterest vs. Etsy: Which Social E-Commerce Stock Holds Promise?

PINS' stronger growth outlook, AI-driven ad tools and Amazon partnership give it an edge over ETSY despite higher costs.

AMZNPositive Net Change ETSYPositive Net Change PINSNegative Net Change

Shrabana Mukherjee

SoundHound vs. C3.ai: Which AI Stock Has More Upside Now?

Can SOUN's surging growth and raised outlook give it the edge over AI's revenue slump and execution struggles?

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change AINegative Net Change GOOGLNegative Net Change SOUNPositive Net Change

Om Jaiswal

CrowdStrike Bets on Identity Security: Is it the Next Growth Engine?

CRWD sharpens focus on identity security, with $435M ARR and a new unified platform driving growth potential.

CYBRNo Net Change OKTANegative Net Change CRWDPositive Net Change

Shreya Majumder

WDC Surges 129% in 6 Months: How Should Investors Play the Stock?

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

NTAPNegative Net Change WDCPositive Net Change STXNo Net Change SNDKPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nebius Group, Meta, Microsoft, Alphabet and Nvidia

Nebius lands a $17.4B Microsoft deal, sending shares surging 50% as its Nvidia-backed AI infrastructure model gains momentum.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change NBISNegative Net Change

Shaun Pruitt

Is Nvidia Stock Still a Buy Amid Increased Competition & China Headwinds

Losing steam in recent weeks, Nvidia (NVDA) stock has now dipped 4% from a 52-week peak of $184 a share, which it hit in early August.

NVDANegative Net Change AMZNPositive Net Change WMTNegative Net Change AVGONegative Net Change

Mark Vickery

New Record Highs on S&P, Nasdaq: Tech Stocks Still Lead

The (AI-based) tech trade joins a pending lower interest rate environment for a market-friendly blend.

NVDANegative Net Change CRWVNegative Net Change

Andrew Rocco

Nosebleed Valuation: Why Nebius's Microsoft Deal Changes Everything

With its vertically integrated model, strategic Nvidia partnership, and the recently announced, game-changing contract with Microsoft, Nebius Group has positioned itself as a formidable leader in the AI industry.

MSFTNegative Net Change NVDANegative Net Change GOOGLNegative Net Change METAPositive Net Change NBISNegative Net Change

Zacks Equity Research

Will Weakening Net Dollar Retention Slow MNDY's Enterprise Gains?

monday.com's enterprise push stalls as weaker Net Dollar Retention signals softer upselling and expansion trends.

TEAMNegative Net Change ASANPositive Net Change MNDYPositive Net Change