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artificial-intelligence: Archive

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCONegative Net Change ANETPositive Net Change

Shrabana Mukherjee

Can IonQ's New Acquisitions Propel It Toward Quantum Supremacy?

IONQ bets on Lightsynq and Capella to scale quantum systems and build secure global quantum networks.

IONQNegative Net Change RGTINegative Net Change QBTSNegative Net Change

Urmimala Biswas

Astera Labs Soars on Expanding AI Reach With Alchip, NVIDIA Deals

Astera Labs teams up with Alchip and deepens NVIDIA ties as surging AI demand fuels 144% revenue growth in Q1 2025.

NVDANegative Net Change MRVLNegative Net Change ALABNegative Net Change

Indrajit Bandyopadhyay

Applied Digital vs. Equinix: Which AI-Infra Stock Offers More Edge?

APLD and EQIX are racing to power AI's infrastructure boom, but which stock brings more edge for investors?

EQIXPositive Net Change APLDNegative Net Change

Kashvi Chandgothia

Reddit vs. Nextdoor: Which Social Network Stock Has the Edge?

RDDT's momentum builds with AI features and rising advertiser interest, while KIND trails in revenue and user gains.

RDDTPositive Net Change

Benjamin Rains

Bull of the Day: Veeva Systems (VEEV)

The AI-boosted medical software stock that's tripled Tech over the last 10 years is on the verge of breaking above a key technical range while trading 15% below its highs.

VEEVPositive Net Change

Akashlina Dewanjee

SKYT vs. MRVL: Which Semiconductor Stock is the Better Investment?

SkyWater Technology's quantum push, Fab 25 deal and lean valuation stack up strongly against Marvell Technology's AI-fueled momentum.

MRVLNegative Net Change SKYTNegative Net Change

Zacks Equity Research

VRT Boosts AI Infrastructure With NVIDIA Deal: A Sign of More Upside?

Vertiv expands its footprint in the AI-ready infrastructure with the NVIDIA team-up.

SMCINegative Net Change HPENegative Net Change VRTPositive Net Change

Zacks Equity Research

Is DELL's AI Server Strategy the Key to ISG Revenue Acceleration?

DELL's AI server momentum is powering ISG growth as demand for PowerEdge systems fuels infrastructure gains.

DELLNegative Net Change SMCINegative Net Change HPENegative Net Change

Aniruddha Ganguly

Is Innodata Stock's 4.65X PS Still Worth it? Buy, Sell, or Hold?

INOD trades at a premium despite underperforming peers YTD, with margin pressure weighing on sentiment.

BRPositive Net Change EXLSNegative Net Change CSGSNegative Net Change INODNegative Net Change

Urmimala Biswas

3 Medical Services Stocks Capitalizing on the Healthcare AI Boom

CVS, BTSG and WGS are three medical services stocks tapping into AI and tech-driven care to boost diagnostics, cut costs and drive growth in 2025.

CVSPositive Net Change WGSPositive Net Change BTSGNegative Net Change

Vasundhara Sawalka

Should Oracle Stock be in Your Portfolio Post Q4 Earnings?

ORCL's Q4 AI growth is impressive but premium valuation suggests holding existing positions while new investors await better fiscal 2026 entry points.

AMZNPositive Net Change AMDNegative Net Change NVDANegative Net Change ORCLPositive Net Change

Om Jaiswal

Can Charlotte AI Give CrowdStrike an Edge in Cybersecurity?

With Charlotte AI leading SOC automation and customer growth, CRWD deepens its push into agentic cybersecurity leadership.

SPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change SANMPositive Net Change

Indrajit Bandyopadhyay

Applied Digital's Cloud Services Business Divestment Looks Promising

APLD sheds its cloud unit to fix customer conflicts, fuel REIT plans, and ride strong HPC data-center leasing momentum.

BAPositive Net Change AMDNegative Net Change APLDNegative Net Change

Nalak Das

5 Technology Heavyweights That Surged in H1 & Have Room to Run in H2

APH, INTU, OKTA, LRCX, and KLAC have surged in H1 2025 and are primed for more gains in the second half.

APHNegative Net Change KLACNegative Net Change LRCXNegative Net Change INTUPositive Net Change OKTAPositive Net Change

Kevin Matras

The Next Leg Up Has Just Begun: Why I'm Expecting A 20% Gain Over The Next 6 Months

With the market now fully recovered from the tariff-driven selloff, investors should get ready for another double-digit market gain in 2025. Kevin Matras shares his strategy for capitalizing on this powerful rebound.

APHNegative Net Change KLACNegative Net Change LRCXNegative Net Change INTUPositive Net Change OKTAPositive Net Change

Nilanshi Mukherjee

AMD Stock Trades Higher Than Industry at 5.63X P/S: Hold or Fold?

Advanced Micro Devices faces near-term headwinds from export controls and competition, even as its AI portfolio and partnerships expand.

AMDNegative Net Change MSFTNegative Net Change ORCLPositive Net Change METAPositive Net Change

Zacks Equity Research

Amphenol's Datacom Growth Momentum Continues: A Sign of More Upside?

Strong datacom demand from hyperscalers and chipmakers pushes APH's Q1 segment revenues up 91%, with orders climbing 58% year over year.

APHNegative Net Change TELNegative Net Change COMMPositive Net Change

Moumita C. Chattopadhyay

Block vs. Upstart: Which Fintech Stock Has More Upside in 2025?

XYZ and UPST chart different fintech paths - one leans on payments, the other on AI lending. Who's better positioned for 2025?

UPSTPositive Net Change XYZNegative Net Change