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artificial-intelligence: Archive

Moumita C. Chattopadhyay

Is Upstart Too Expensive Now? A Wait-and-See Approach May Help

UPST surges on AI lending gains and product expansion, but steep valuation raises questions about sustainability.

UPSTNegative Net Change PYPLNegative Net Change XYZNegative Net Change

Moumita C. Chattopadhyay

Could Block's BNPL Moves Reshape Its Financial Ecosystem?

Block's BNPL momentum grows with Cash App integration and strong repayment rates despite rising fintech competition.

XYZNegative Net Change PYPLNegative Net Change AFRMPositive Net Change

Zacks Equity Research

What Makes FortiGate the Core Driver of Fortinet's Product Growth?

FortiGate continues to power FTNT's growth with mid-teens hardware gains and new launches like the 700G series for enterprises.

CHKPNegative Net Change FTNTPositive Net Change PANWPositive Net Change

Aniruddha Ganguly

Apple's Powerful Macs Gaining Market Share: What's the Path Ahead?

AAPL gains PC market share as MacBook demand rises, driven by M4 chips, new macOS and strong shipment growth.

AAPLNegative Net Change HPQNegative Net Change DELLPositive Net Change

Moumita C. Chattopadhyay

Can PayPal Make a Turnaround With Its Buy Now, Pay Later Platform?

PayPal bets big on BNPL as Q1 growth tops 20%, aiming to drive global adoption and deeper user engagement through AI and checkout upgrades.

PYPLNegative Net Change AFRMPositive Net Change XYZNegative Net Change

Zacks Equity Research

CLS Q1 Revenues Surge 20% Year Over Year: What's Driving the Growth?

CLS posts strong revenue growth as AI-fueled demand boosts HPS sales and new switch products gain momentum.

JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Moumita C. Chattopadhyay

What Does 13% YTD Drop Mean for PayPal Stock? Buy, Hold or Sell?

PayPal stock is lagging rivals in 2025, but strong BNPL gains and global expansion hint at potential upside ahead.

PYPLNegative Net Change MANegative Net Change VNegative Net Change COINPositive Net Change

Zacks Equity Research

Vertiv's Liquid Cooling Stack Gaining Adoption: Will the Tech Deliver?

VRT bets on liquid cooling for AI as orders jump and global hyperscalers ramp up deployments.

TELNegative Net Change NVTPositive Net Change VRTNegative Net Change

Supriyo Bose

Can Layoffs Plug High Operating Expenses, Buoy Intel's Sinking Ship?

INTC slashes up to 20% of its workforce, exiting auto chips to cut costs and refocus on core PC and data center segments.

INTCPositive Net Change MSFTNegative Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Uber Technologies, Pony.ai, Alphabet and Tesla

UBER eyes Pony.ai as robotaxi rivals TSLA and GOOGL scale up???fueling investor interest in the autonomous vehicle race.

TSLAPositive Net Change GOOGLNegative Net Change UBERPositive Net Change PONYPositive Net Change

Nilanshi Mukherjee

AMD is Pursuing Product Line Expansion: Will Margins Sustain?

Advanced Micro Devices margin gains continue as high-end Ryzen and data center demand drive strong pricing and favorable mix.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Supriyo Bose

QCOM Focuses More on Automotive Business: Is it a Key Growth Driver?

Qualcomm leans deeper into automotive tech with its Snapdragon platform, ADAS push and Veoneer acquisition to drive growth.

INTCPositive Net Change QCOMPositive Net Change NVDANegative Net Change SIMONegative Net Change

Abhinab Dasgupta

TSM Defies Volatility With Robust AI Demand and Strategic Expansion

TSM rides AI chip demand to display strong growth despite volatility and rising geopolitical risks.

TSMPositive Net Change UMCNegative Net Change GFSNegative Net Change

Anirudha Bhagat

ASML's High-NA Progress Amazes: Can Early Trials Turn to Mass Demand?

ASML Holding's High-NA lithography tools show strong early results, but mass adoption may still be years away.

INTCPositive Net Change KLACNegative Net Change ASMLNegative Net Change AMATNegative Net Change

Indrajit Bandyopadhyay

APLD Stock Significantly Beats Industry So Far in June: Is It a Buy?

APLD shares jumped 52% in June on AI tailwinds and a $7 billion CoreWeave deal, outpacing industry gains by a wide margin.

MSFTNegative Net Change APLDNegative Net Change METANegative Net Change

Zacks Equity Research

Company News for Jun 30, 2025

Companies In The News Are: NKE, CNXC, CRMD, CORZ, CRWV.

NKENegative Net Change CRMDNegative Net Change CNXCNegative Net Change CORZPositive Net Change CRWVPositive Net Change

Zacks Equity Research

Stock Market News for Jun 30, 2025

U.S. stock markets closed sharply higher at record-high level on Friday.

AMZNNegative Net Change NVDANegative Net Change GOOGLNegative Net Change

Tirthankar Chakraborty

Is QuantumScape Stock the Next NVIDIA, and Should You Buy It?

QS stock jumps 34.9% as its Cobra separator breakthrough fuels hopes for scalable solid-state EV battery production.

NVDANegative Net Change QSPositive Net Change

Urmimala Biswas

Astera Labs or Broadcom: Which Stock Leads in AI Infrastructure Now?

Astera Labs' lead in PCIe 6.0 and CXL, along with 2025 product ramp-ups, sets it apart from Broadcom in AI infrastructure growth.

AVGONegative Net Change ALABPositive Net Change

Moumita C. Chattopadhyay

Upstart Stock Appreciates 40% QTD: Should You Take the Bait?

UPST surges 40% this quarter, driven by AI-fueled lending gains - does its growth justify the lofty valuation?

UPSTNegative Net Change LCNegative Net Change ENVAPositive Net Change

Moumita C. Chattopadhyay

Should You Hold Onto XYZ Stock in 2025 Beyond Its 19% QTD Growth?

Block's 19.8% QTD rally outpaces peers, but macro headwinds and valuation spark debate over whether to hold or buy more.

XYZNegative Net Change PYPLNegative Net Change SHOPNegative Net Change

Zacks Equity Research

Can NuScale Power Lead in Clean Energy and Boost Revenue Growth?

SMR benefits from surging clean energy demand, AI-fueled data center growth, and new tech partnerships to boost momentum.

CEGNegative Net Change LEUNegative Net Change SMRNegative Net Change

Zacks Equity Research

Can Advanced Micro Devices Aid Its Data Center Revenues With GPUs?

AMD's Data Center revenues jump 57% as Instinct GPUs and EPYC CPUs power AI-driven demand and expand its market footprint.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change