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artificial-intelligence: Archive

Zacks Equity Research

Company News for Jul 16, 2025

Companies in The News Are: C,BLK,FBK,CRWV

CPositive Net Change BLKPositive Net Change FBKPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Advanced AI Chip Demand Likely to Aid Taiwan Semiconductor's Q2 Sales

Surging demand for advanced AI chips is likely to have driven TSM's Q2 revenues, while rising operational costs may have weighed on earnings.

INTCPositive Net Change STMPositive Net Change MUPositive Net Change TSMNegative Net Change

Kashvi Chandgothia

Data Center Demand is Rising: Can it Fuel Further Upside to APH Stock?

Data center strength lifts Amphenol as its high-speed interconnects and thermal solutions anchor future growth.

APHPositive Net Change TELPositive Net Change COMMPositive Net Change

Subhasish Mukherjee

BILL's Platform-Led Momentum Builds: Can AI Initiatives Boost Growth?

BILL gains momentum as AI-powered financial tools drive platform adoption despite a sharp year-to-date share decline.

GPNNegative Net Change PYPLNegative Net Change BILLNegative Net Change

Kashvi Chandgothia

Can VRT's Strong Global Ties Drive Further Upside for the Stock?

Vertiv's AI-focused alliances drive growth across power, cooling and infrastructure in high-density deployments.

SMCINegative Net Change HPEPositive Net Change VRTPositive Net Change

Ansuiya Mohta

Top Beauty and Cosmetics Stocks That May Drive Long-Term Growth

EL, COTY and ULTA are tapping AI, e-commerce, and clean beauty to ride the next wave of long-term industry growth.

ULNegative Net Change JNJPositive Net Change ELNegative Net Change ULTANegative Net Change COTYNegative Net Change

Benjamin Rains

Buy Woodward Stock for AI Data Center and Aerospace Upside

Woodward is an energy conversion and control solutions powerhouse, benefiting from soaring demand for power-hungry artificial intelligence data centers, increased aerospace spending, and beyond.

WWDNegative Net Change

Aritra Chatterjee

CLS vs. JBL: Which EMS Stock is a Better Investment Right Now?

As AI reshapes the EMS landscape, Jabil and Celestica take several initiatives to capitalize on the emerging market trend.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Akashlina Dewanjee

MDB vs. ORCL: Which Database Stock Deserves a Place in Your Portfolio?

MongoDB's AI-ready platform and accelerating enterprise adoption make it a compelling rival to Oracle's legacy-heavy growth.

ORCLPositive Net Change MDBNegative Net Change

Bryan Hayes

Markets Hit Record Highs, Banks Report Q2 Results: Stocks to Watch

Positive earnings results out of the gate bode well for the remainder of the season.

JPMPositive Net Change NVDAPositive Net Change

Kaibalya Pravo Dey

Top Mobile Payments Stocks to Buy to Ride the Cashless Wave

Marqeta, Visa, Mastercard and Capital One are riding the mobile payments surge with bold tech moves and growing adoption.

MAPositive Net Change VPositive Net Change COFPositive Net Change MQNegative Net Change

Kashvi Chandgothia

Reddit Facing Challenges in Ad Market: Hold or Fold the Stock?

AI upgrades and user gains boost Reddit's platform, but stiff competition and high valuation weigh on the stock.

GOOGLPositive Net Change METAPositive Net Change RDDTPositive Net Change

Supriyo Bose

IBM vs. Amazon: Which Cloud Infrastructure Stock Offers More Upside?

IBM shines with valuation and hybrid cloud gains, but AMZN's AI edge and steady growth may offer more upside.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change NVDAPositive Net Change

Sraddha Singha

Will Unisys' DWS Bookings be Able to Offset Discretionary Weakness?

UIS' booming DWS bookings and device-as-a-service deals aim to offset near-term softness from weak discretionary spend.

WITNo Net Change UISNegative Net Change DXCNegative Net Change

Zacks Equity Research

Is Visa's AI Strategy the Key to Defending Its Payments Dominance?

V leans on AI to slash fraud, boost real-time decisions and reinforce its edge in the evolving digital payments space.

MAPositive Net Change VPositive Net Change PYPLNegative Net Change

Urmimala Biswas

3 Medical Info Systems Stocks to Buy Amid AI Boom and Tariff Risk

AI momentum and rising demand for digital care put Zacks Medical Info Systems industry stocks like VEEV, TXG and IMDX in focus despite new tariff headwinds.

VEEVPositive Net Change TXGNegative Net Change IMDXNegative Net Change

Subhasish Mukherjee

Pegasystems Bets on GenAI Momentum: Will AWS Partnership Pay Off?

PEGA leans into GenAI with AWS to revamp legacy systems, boost Blueprint adoption and speed up enterprise deals.

MSFTPositive Net Change NOWNegative Net Change PEGANegative Net Change

Anirudha Bhagat

Can NVIDIA's End-to-End Stack Keep Driving Networking Revenues?

NVDA's networking revenues are likely to continue soaring, driven by the surging adoption of Spectrum-X and NVLink across key cloud players.

NVDAPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Indrajit Bandyopadhyay

With Cloud Revenues Sliding, Can Hosting Sustain APLD's Growth?

As Applied Digital's Cloud revenues slip, its AI-driven hosting pivot hinges on leasing Ellendale and managing high CapEx demands.

EQIXNegative Net Change DLRNegative Net Change APLDNegative Net Change

Shaun Pruitt

2 Top-Notch Stocks to Buy as Q2 Earnings Approach: GE,TSM

The Zacks Expected Surprise Prediction (ESP) suggests GE Aerospace (GE) and Taiwan Semiconductor (TSM) could once again surpass their quarterly earnings expectations.

GEPositive Net Change TSMNegative Net Change AMDPositive Net Change NVDAPositive Net Change AVGOPositive Net Change

Yashwardhan Jain

ETFs to Play on AI's Growing Momentum

NVDA's surge past a $4T market cap spotlights AI's explosive growth and the ETFs riding this tech-fueled momentum.

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change FTECPositive Net Change IYWPositive Net Change BOTZPositive Net Change IXNPositive Net Change NLRNegative Net Change URANegative Net Change AIQPositive Net Change URNJPositive Net Change URANPositive Net Change

Mayur Thaker

US Treasury Posts Surprise Budget Surplus In June and Trims the YTD Deficit To $1.3 Trillion

Is long TLT short GLD the big trade for the next 12 months?

AAPLPositive Net Change MSFTPositive Net Change NVDAPositive Net Change FTECPositive Net Change IYWPositive Net Change BOTZPositive Net Change IXNPositive Net Change NLRNegative Net Change URANegative Net Change AIQPositive Net Change URNJPositive Net Change URANPositive Net Change

Shaun Pruitt

Buy, Hold, or Take Profits in Sterling Infrastructure (STRL) Stock at All-Time Highs?

As one of the top performers in the industrial products sector, Sterling Infrastructure (STRL) stock has continued to hit new all-time highs over the past few trading sessions.

STRLPositive Net Change FLRNegative Net Change ACMNegative Net Change