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artificial-intelligence: Archive

Ethan Feller

3 Top Technology Stocks to Buy Now (UBER, COIN, MU)

Uber Technologies, Micron Technology and Coinbase Global are market outperformers and represent the forefront of modern technology stocks

MUPositive Net Change UBERPositive Net Change COINPositive Net Change

Vasundhara Sawalka

Oracle's Cloud Expansion via AWS: 3 Key Reasons to Hold the Stock Now

ORCL's Database@AWS launch validates cloud transformation with $138 billion RPO backlog. Hold current positions or wait for dips.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can Roku's Subscription Push Power Its Revenue Growth in 2025?

ROKU leans into AI-driven merchandising and new content deals to boost subscription-led platform growth in 2025.

AMZNNegative Net Change DISNegative Net Change ROKUNegative Net Change

Nilanshi Mukherjee

DELL Moves Above 50 and 200-Day SMAs: Is the Stock a Smart Buy Now?

Dell Technologies climbs above key moving averages as AI server demand, cloud growth, and strong fiscal second-quarter 2026 guidance fuel investor optimism.

WORNegative Net Change LOWNegative Net Change DELLPositive Net Change NVDAPositive Net Change

Shrabana Mukherjee

SoundHound Stock Jumps 55% in 3 Months: Should You Still Buy Now?

SOUN is up 55% in three months, driven by booming AI revenue. Can it keep climbing despite high valuation and losses?

AMZNNegative Net Change AAPLNegative Net Change GOOGLNegative Net Change SOUNPositive Net Change

Shrabana Mukherjee

National Security AI Booms: Where Does BigBear.ai Fit In?

BBAI surges 101% in a month as it secures key defense AI contracts and eyes growth despite widening EBITDA losses.

AINegative Net Change PLTRNo Net Change BBAIPositive Net Change

Aniruddha Ganguly

iPhone Recovering Ground in China: Buy, Sell or Hold the AAPL Stock?

Although Apple iPhone recovers some ground in China, stiff competition and stretched valuation make the stock a risky bet for investors.

AMZNNegative Net Change AAPLNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change

Shrabana Mukherjee

Photonics, Satellites, Repeaters: Is IonQ Building the Next Cloud?

IONQ's bold push into quantum networking, with satellites, photonics, and repeaters, signals its bid to power a quantum-secure Internet.

IBMNegative Net Change IONQPositive Net Change RGTIPositive Net Change

Zacks Equity Research

Vertiv Stock Rises on Backlog Surge: Is This a Sign of More Upside?

VRT sees 25% backlog growth and raises 2025 outlook as AI infrastructure demand fuels new orders.

DELLPositive Net Change SMCIPositive Net Change VRTNegative Net Change

Supriyo Bose

Can IBM Power11 Server Redefine Business Application Processes?

IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change

Sraddha Singha

Can Unisys Monetize Agentic AI Before Competition Catches Up?

UIS bets on agentic AI with new cloud offerings and discounted valuation - but can it outpace giants like MSFT and PLTR?

MSFTPositive Net Change UISPositive Net Change PLTRNo Net Change

Anirudha Bhagat

Salesforce's Data Cloud ARR Soars 120%: Is It the Next Sales Lever?

CRM's Data Cloud tops $1B in ARR with 120% YoY growth, powering AI tools and driving major deals across its platform.

MSFTPositive Net Change CRMNegative Net Change SNOWPositive Net Change

Nilanjan Banerjee

Top Big Data Stocks for Savvy Investors on the Growing Analytics Trend

DELL, HUBS and MSFT are tapping into Big Data's explosive growth with AI tools, smart platforms and strategic tech shifts.

MSFTPositive Net Change MCOPositive Net Change DELLPositive Net Change NVDAPositive Net Change HUBSNegative Net Change

Anirudha Bhagat

NVIDIA Bets on Sovereign AI: Will It Shield Against Trade War?

As trade war restrictions bite, NVDA pivots to sovereign AI with big bets in Europe, Saudi Arabia and beyond.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Indrajit Bandyopadhyay

Can New AI-Focused Leases Offset APLD's Cloud Segment Decline?

Applied Digital's AI data center leases show promise, but cloud losses and execution risk cloud its path to sustainable margin growth.

MARAPositive Net Change APLDNegative Net Change CORZPositive Net Change CRWVPositive Net Change

Kevin Cook

Bear of the Day: Cloudflare (NET)

Earnings growth is weak this year for a stock that has vaulted to a 200X forward P/E

NETPositive Net Change AKAMPositive Net Change

Kevin Cook

Bull of the Day: Taiwan Semi (TSM)

Backbone of the AI economy and mobile is helping NVIDIA transform the world

TSMPositive Net Change NVDAPositive Net Change MRVLPositive Net Change TSLAPositive Net Change METAPositive Net Change

Derek Lewis

3 Stocks Seeing Big Investor Interest: NVDA, PLTR, AMZN

The AI frenzy has kept stocks like NVIDIA and Palantir at the top of everybody's watch list, with Amazon also regularly seeing notable attention thanks to its AWS. What's going on with each?

AMZNNegative Net Change NVDAPositive Net Change PLTRNo Net Change

John Blank

Hunting for Excesses (with AI's Help)

Want to endure my stock strategist/economist "wall of worries"? That 23.1 P/E share valuation ratio for the S&P500 is above the 5-year post-COVID average (19.9) and well above a longer current business cycle 10-year average (18.4).

QQQPositive Net Change SPYPositive Net Change DIANegative Net Change

Zacks Equity Research

ORCL's Cloud Database Gains Steam: Is it the Next Revenue Pillar?

Oracle's database push gains momentum with 31% cloud growth, 47% rise in Autonomous use, and a $25 billion spending on AI-ready infrastructure.

AMZNNegative Net Change MSFTPositive Net Change ORCLPositive Net Change

Nilanshi Mukherjee

Advanced Micro Devices Stock Gains 11% YTD: Time to Hold or Exit?

AMD's AI momentum and data center growth impress, but stiff competition and weak guidance cloud the near-term outlook.

INTCPositive Net Change AMDPositive Net Change NOKNo Net Change NVDAPositive Net Change