Back to top

artificial-intelligence: Archive

Zacks Equity Research

Okta Emphasizes AI-Driven Security: Can PANW Advance Its Lead?

OKTA strengthens AI-powered identity tools and partners with PANW. Its rivals CYBR and MSFT act as strong competitors in the IAM race.

MSFTPositive Net Change PANWNegative Net Change CYBRNegative Net Change OKTANegative Net Change

Brian Bolan

Brian's Big Idea: Three AI Stocks And The Zacks Rank

A look at three AI stocks and a very popular service at Zacks.

NVDAPositive Net Change BBAIPositive Net Change NBISPositive Net Change

Zacks Equity Research

SMR Benefits From Expanding Partner Base: A Sign for More Upside?

NuScale Power is gaining traction as tech giants adopt its nuclear tech, but rising competition and valuation may test its momentum.

CEGNegative Net Change SMRNegative Net Change OKLONegative Net Change

Bryan Hayes

Is Netflix (NFLX) a 'Buy' Ahead of Q2 Earnings Announcement?

Our proprietary earnings model conclusively predicts another earnings beat for the upcoming announcement.

NFLXPositive Net Change

Zacks Equity Research

DELL's Margins Under Pressure: Will ISG Strength Drive a Rebound Ahead?

DELL's AI server momentum and ISG strength may offset margin pressure from fierce competition and pricing headwinds.

DELLPositive Net Change SMCINegative Net Change HPEPositive Net Change

Ahan Chakraborty

Recursion Pharmaceuticals Rises 6% in a Month: How to Play the Stock

RXRX gains 5.5% in a month on positive pipeline update; long-term hold advised given strong potential of its AI-driven drug discovery platform.

SNYNegative Net Change RHHBYNegative Net Change BAYRYPositive Net Change RXRXNegative Net Change

Kashvi Chandgothia

SkyWater vs. Semtech: Which Semiconductor Stock is the Better Buy?

Shares of SKYT and SMTC are down YTD, but each is making strategic plays in AI, defense and chip supply chains. Which one leads right now?

SMTCNegative Net Change SKYTPositive Net Change

Kashvi Chandgothia

APH Trades Near 52-Week High: Should Investors Still Buy the Stock?

Amphenol hovers near its 52-week peak as end-market expansion and targeted acquisitions drive growth momentum.

APHPositive Net Change STPositive Net Change TELPositive Net Change COMMPositive Net Change

Nalak Das

Buy 3 AI Infrastructure Stocks Backed by Past Month's Solid Momentum

CRDO, JBL, and LITE have each surged over 10% in a month, riding the booming AI infrastructure demand and bullish growth outlook.

NVDAPositive Net Change JBLPositive Net Change LITEPositive Net Change CRDOPositive Net Change

Supriyo Bose

ASTS vs. VSAT: Which Satellite Stock Has the Edge in Mobile Broadband?

ASTS is outpacing VSAT in share gains and long-term growth prospects, despite challenges in valuation and competition.

TPositive Net Change VZPositive Net Change VSATNegative Net Change ASTSNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. CoreWeave: Which AI Cloud Stock Is a Better Buy?

APLD gains more than 150% in three months on AI data center momentum, while CRWV scales fast but may face valuation and margin pressures.

APLDNegative Net Change CRWVPositive Net Change

Anirudha Bhagat

Salesforce Bets Big on Agentforce: Can AI Agents Power Growth?

Agentforce platform hits $100 million ARR in two quarters as CRM ramps up AI agent adoption and integration.

MSFTPositive Net Change CRMNegative Net Change NOWNegative Net Change

Bryan Hayes

Bull of the Day: Affirm Holdings (AFRM)

A robust merchant network is fueling expansion with new alliances across travel, healthcare, and international markets.

AFRMNegative Net Change

Ethan Feller

The Next Great Bubble: Riding Quantum, AI, and Crypto Stocks

Markets are heating up and stock like Nvidia, Robinhood Markets, Palantir, IonQ and others tied to AI, quantum computing, and crypto may offer exceptional upside in the years ahead.

NVDAPositive Net Change PLTRPositive Net Change COINNegative Net Change HOODPositive Net Change IONQPositive Net Change QBTSNegative Net Change

Zacks Equity Research

AMD's AI Chips Gain Ground in Data Centers: A Sign for More Upside?

Advanced Micro Devices' MI300 series gains traction in AI data centers, boosting revenues and drawing interest from tech giants like Meta.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Nilanshi Mukherjee

VRT vs. GNRC: Which Data Center Infrastructure Stock Has an Edge Now?

Vertiv gains ground over Generac Holdings, driven by soaring AI demand, strong orders, and innovative cooling technology for next-generation data centers.

GNRCPositive Net Change VRTPositive Net Change

Zacks Equity Research

Why Do Merchants Trust Mastercard in a Risky Digital World?

MA's AI-driven fraud tools, partnerships and cybersecurity investments help merchants stay secure in the digital world.

MAPositive Net Change VPositive Net Change PYPLNegative Net Change

Andrew Rocco

CRCL, U, RGTI: 3 Industry Leaders Breaking Out Wednesday

The animal spirits are alive and well on Wall Street as momentum names like Circle, Unity Software, and Rigetti break out on volume.

UNegative Net Change COINNegative Net Change RGTINegative Net Change CRCLPositive Net Change

Zacks Equity Research

ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?

Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.

CSCOPositive Net Change ANETNegative Net Change HPEPositive Net Change

Kevin Cook

Google Goes Windsurfing in the AI War for Talent

The "acqui-hire" strategy is on fire in this battle among tech titans seeking AI dominance and a Goliath just beat David

GOOGLPositive Net Change AAPLPositive Net Change MSFTPositive Net Change TSLAPositive Net Change METAPositive Net Change

Ahan Chakraborty

Can Recursion Pharmaceuticals' Strategic Deals Fuel Long-Term Growth?

RXRX is scaling its AI-driven drug discovery technology through billion-dollar pharma deals and strategic tech alliances.

SDGRNegative Net Change RLAYNegative Net Change RXRXNegative Net Change

Shrabana Mukherjee

Will IonQ Stock Rise on Capella Space Buyout and Quantum Ambitions?

Can IONQ turn its quantum Internet vision into reality with Capella, or will profitability delays test investors?

MSFTPositive Net Change IBMNegative Net Change IONQPositive Net Change RGTINegative Net Change

Supriyo Bose

Should You Buy, Sell or Hold VZ Stock Ahead of Q2 Earnings?

VZ aims for a Q2 earnings beat with 5G advances and bundling, but soft margins and weak stock performance raise caution.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Nalak Das

Is NVIDIA a Buy Amid Expectations of China Sales Resumption?

NVDA surges 4% as hopes rise for renewed China sales, signaling a major boost to its AI-driven revenues and EPS outlook.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METAPositive Net Change