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artificial-intelligence: Archive

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices

INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change TSMNegative Net Change

Benjamin Rains

Buy Soaring Nuclear Energy Stocks (SMR, OKLO) Now or Wait for a Dip?

Buy soaring nuclear energy stocks such as NuScale and Oklo right now, or wait for a pullback since they have already climbed over 100% in the past month alone?

SMRNegative Net Change OKLONegative Net Change

Neena Mishra

Investing in the AI Revolution with Dan Ives

We talk about the AI boom and a new ETF aiming to ride the wave.

AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change AVGONegative Net Change TSLANegative Net Change IVESNegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold the Apple Stock Post the WWDC25 Announcements?

AAPL unveils Liquid Glass design and new services; but tepid AI impact and valuation weigh on shares.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Can Shopify's Expanding Merchant Base Sustain Its Growth Momentum?

SHOP expands its merchant base with tools like Shop Pay and new partnerships, but faces mounting pressure from AMZN and BABA.

AMZNPositive Net Change BABANegative Net Change SHOPNegative Net Change

Zacks Equity Research

Can Advanced Micro Devices EPYC Drive Data Center Revenue Growth?

AMD gains momentum in the data center market as EPYC processor adoption expands across key tech sectors.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Shrabana Mukherjee

Baidu Bets Big on AI: Is the Cloud Business Finally Paying Off?

BIDU's AI Cloud revenue surges 42%, driven by Gen AI demand and a shift to subscription-based enterprise sales.

BIDUPositive Net Change TCEHYPositive Net Change BABANegative Net Change

Zacks Equity Research

Gitlab Shares Fall Despite Q1 Earnings Beat, Revenues Up Y/Y

GTLB beats fiscal Q1 earnings and revenue estimates, but shares sink over AI competition and public sector concerns.

APHNegative Net Change PEGAPositive Net Change KARONegative Net Change GTLBPositive Net Change

Zacks Equity Research

Can Microsoft Sustain Gaming Momentum With AI and New Devices?

MSFT gains momentum with 5% gaming revenue growth, new AI features, and Xbox handhelds set to launch this holiday season.

MSFTNegative Net Change NTDOYPositive Net Change SONYPositive Net Change

Zacks Equity Research

Will Device Subscriptions Drive the Next Growth Wave at Unisys?

UIS bets big on Device Subscriptions, landing major deals and alliances to boost Digital Workplace growth.

HPQNegative Net Change DELLNegative Net Change UISPositive Net Change

Urmimala Biswas

ALAB Stock Shines as AI Infrastructure Ties With NVIDIA Deepen

Astera Labs surges on 144% revenue growth and deeper NVIDIA ties, cementing its role in AI infrastructure buildout.

QCOMNegative Net Change AMDNegative Net Change NVDANegative Net Change ALABNegative Net Change

Supriyo Bose

Qualcomm to Expand Into Data Centers With Alphawave Semi Buyout

QCOM will acquire Alphawave Semi for $2.4B, expanding into data centers and AI with high-performance chiplets.

INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change

Anirudha Bhagat

Export Curbs to Hit $8B in Q2 Sales: Is NVDA Overexposed to Trade War?

NVIDIA braces for an $8B hit in Q2 sales as U.S. export curbs block China-bound H20 AI chips, exposing key growth risks.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Stock Market News for Jun 11, 2025

U.S. stock markets closed higher on Tuesday as market participants awaited U.S.-China trade deals.

GOOGLPositive Net Change METAPositive Net Change

Yashwardhan Jain

Nvidia's CEO Is Bullish on the U.K.: Should You be Too?

Nvidia's AI pledge, trade deals and a $2.7T spending plan are powering renewed investor interest in the U.K. economy.

FKUNegative Net Change EWUNegative Net Change EWUSNegative Net Change FLGBNegative Net Change

Shaun Pruitt

Will Adobe (ADBE) Stock Rebound as Q2 Earnings Near?

Set to report its Q2 results on Thursday, June 12, Adobe (ADBE) stock is down nearly 30% from its 52-week high of $587 a share.

ADBEPositive Net Change ORCLPositive Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENNegative Net Change ONDSNegative Net Change

Zacks Equity Research

Can Snowflake's Gen2 Launch Drive Strong Product Revenue Growth?

SNOW launches Standard Warehouse Gen2 with up to 2.1X faster analytics and 1.9X faster execution, which is expected to fuel growth.

AMZNPositive Net Change MSFTNegative Net Change SNOWPositive Net Change

Zacks Equity Research

Roku's Advertising Growth Outpaces Market: Will the Momentum Continue?

ROKU's ad revenues are rising faster than the OTT market, powered by AI, partnerships and platform engagement in 2025.

NFLXPositive Net Change DISNegative Net Change ROKUPositive Net Change

Shrabana Mukherjee

Is BigBear.ai Stock a Bargain at 6.45X, or a Value Trap?

BBAI stock surges 22.7% on AI-fueled defense optimism, but rising losses and volatile revenue raise red flags.

AMZNPositive Net Change ADSKPositive Net Change PLTRNegative Net Change BBAIPositive Net Change

Aniruddha Ganguly

Broadcom Dips 6% Post Q2 Earnings: Is the AVGO Stock Still a Buy?

AVGO's strong portfolio and growing security footprint, as well as expanding AI offerings, make its top-line growth prospects bright.

AMDNegative Net Change MRVLNegative Net Change AVGONegative Net Change METAPositive Net Change

Derek Lewis

3 AI Stocks Flashing Bullish Momentum

The AI trade has jumped back into favor over recent weeks following some strong quarterly releases, with AI favorites such as NVIDIA, Innodata, and Broadcom all seeing big gains.

NVDANegative Net Change AVGONegative Net Change INODNegative Net Change

Nilanshi Mukherjee

Should You Buy, Sell, or Hold Adobe Stock Post Q2 Earnings?

ADBE's second-quarter fiscal 2025 results are likely to reflect strong demand for GenAI solutions amid growing competition and stretched valuation.

AMZNPositive Net Change MSFTNegative Net Change ADBEPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

QCOM Gains Traction in Automotive: Will It Deliver Sustainable Growth?

Qualcomm accelerates auto ambitions with 59% growth and fresh ADAS deals. However, growing competition remains a concern.

INTCPositive Net Change QCOMNegative Net Change NVDANegative Net Change