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artificial-intelligence: Archive

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

NETNegative 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 PLTRNegative 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

Vasundhara Sawalka

3 Reasons to Buy Microsoft Stock Despite 11.7x P/S Premium Valuation

Microsoft's explosive $13B AI revenues surge 175% YoY, justifies 11.76x P/S premium. Azure cloud market share gain makes MSFT a must-buy for 2025.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Are Amazon's Subscription Services Delivering Bigger Returns in 2025?

AMZN boosts subscriber loyalty in 2025 with faster delivery, AI features and exclusive Prime Day perks.

AMZNNegative Net Change AAPLNegative Net Change WMTNegative Net Change

Aniruddha Ganguly

Can Google Cloud's Growing Clientele Push the GOOGL Stock Higher?

GOOGL is strengthening its competitive position in the search and cloud with the infusion of AI amid challenging macroeconomic conditions.

AMZNNegative Net Change MSFTPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Zacks Equity Research

Can The E.W. Scripps Company's Local Media Rebound in 2025?

SSP leans on advertiser demand expected later in 2025 and station swaps to stabilize Local Media as revenues dip and rivals tighten competition.

SBGIPositive Net Change SSPPositive Net Change NXSTPositive Net Change

Zacks Equity Research

Snowflake Stock Rides on Cortex AI Adoption: Can the Growth Continue?

SNOW's Cortex is now a key growth engine, powering a 26% product revenue gain amid broader AI application demand.

AINegative Net Change NOWNegative Net Change SNOWPositive Net Change

Zacks Equity Research

INOD Stock Expands GenAI Offerings: Can it Drive Enterprise Growth?

Innodata expands GenAI offerings as DDS revenue hits $50.8M, driven by Big Tech wins and deeper client ties.

INODNegative Net Change PLTRNegative Net Change TASKNo Net Change

Zacks Equity Research

QCOM Betting Big on AI PC: Will it Deliver Sustainable Growth?

QCOM pushes into AI PCs with its Snapdragon X series as smartphone growth slows. Can this bet fuel long long-term growth?

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

NOKNo Net Change CSCONegative Net Change ANETNegative Net Change

Supriyo Bose

Can Intel Benefit From Higher Tax Credits in the New Tax Bill?

INTC may gain from 35% chip tax credits as it accelerates U.S. manufacturing under its IDM 2.0 strategy.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Anirudha Bhagat

Salesforce Slides 17% in Six Months: Should You Still Hold the Stock?

CRM is down 17% in six months, but its dominance in the customer relationship management software space, AI focus and lower valuation may justify holding on.

MSFTPositive Net Change CRMNegative Net Change SAPNegative Net Change ORCLPositive Net Change

Zacks Equity Research

GLOB & Suntory Global Spirits Launch AI Commercial Insights Agent

Globant teams up with Suntory to deploy an AI agent slashing days of analysis into seconds, fueling Suntory's AI-first leap.

CTSHNegative Net Change NTGRPositive Net Change GLOBNegative Net Change TASKNo Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights UiPath, Five9, C3.ai, Qualys and Fastly

PATH, FIVN, AI, QLYS, and FSLY stand out as discounted mid-cap AI plays, backed by strong growth forecasts and rising investor confidence.

AINegative Net Change PATHNegative Net Change QLYSNegative Net Change FIVNPositive Net Change FSLYNegative Net Change

Tirthankar Chakraborty

SoundHound AI Vs. BigBear.ai: Which Stock Is the Better Buy?

SOUN's 151% revenue surge, $1.2B backlog, and minimal debt position it ahead of BBAI in the AI investment race.

CMGPositive Net Change CASYNegative Net Change BBAINo Net Change SOUNPositive Net Change

Aniruddha Ganguly

Broadcom Rises 13% in a Month: Buy, Sell or Hold the AVGO Stock?

AVGO's strong portfolio makes its top-line growth prospects bright. However, declining gross margin and stretched valuation make the stock a risky bet.

RMBSPositive Net Change MRVLPositive Net Change AVGOPositive Net Change METAPositive Net Change

Nilanshi Mukherjee

Shopify vs. Adobe: Which E-Commerce Stock Is the Better Buy Now?

ADBE edges ahead of SHOP as the stronger e-commerce bet, thanks to cloud-native upgrades and rising earnings momentum.

ADBENegative Net Change SHOPNegative Net Change

Aniruddha Ganguly

Does META's Growing Social Commerce Footprint Make the Stock a Buy?

META's expanding AI prowess is driving user engagement as well as its social commerce footprint. However, a premium valuation makes the stock a risky bet.

AMZNNegative Net Change GOOGLNegative Net Change SNAPNegative Net Change METAPositive Net Change

Vasundhara Sawalka

3 Reasons to Hold AMZN Stock as AWS & AI Drive 31% Growth in 3 Months

Amazon surges 31% due to AWS & AI growth. Current shareholders can hold the stock, but new investors should wait for better entry points due to premium valuations.

AMZNNegative Net Change MSFTPositive Net Change GOOGLNegative Net Change BABANegative Net Change