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artificial-intelligence: Archive

Aniruddha Ganguly

AVGO's Semiconductor Sales Growth Picks Up: A Sign of More Upside?

Broadcom's AI-fueled semiconductor revenues soar, with XPUs and advanced networking products powering strong growth and outlook.

AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Aniruddha Ganguly

Is Strategy Stock's 1.93X PB Still Worth it? Buy, Sell, or Hold?

MSTR's bitcoin gains and disciplined capital raising contrast with steep losses, bearish trends, and stretched valuation.

MSTRPositive Net Change MARAPositive Net Change RIOTPositive Net Change CLSKPositive Net Change

Vasundhara Sawalka

Is Now the Time to Buy Oracle Stock After Its Q1 Earnings-Fueled Run?

ORCL's strong cloud momentum and AI expansion support holding existing positions, but premium valuations suggest new investors should await $260-$280 entry.

AMZNPositive Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Aniruddha Ganguly

Applied Digital Jumps 122% Year to Date: Buy, Sell or Hold the Stock?

APLD's AI-focused data center pivot and $11B CoreWeave deal fuel growth, but rising losses and premium valuation pose risks.

EQIXNegative Net Change RIOTPositive Net Change APLDPositive Net Change CRWVNegative Net Change

Nilanjan Banerjee

Chips to Compression: Why NVDA Investors Shouldn't Overlook AROC

As NVIDIA generates billions from AI factories, Archrock emerges as a key player powering the surge with natural gas compression

NVDANegative Net Change AROCNegative Net Change

Rimmi Singhi

VWAGY's Big AI Bet: Automakers Race to Harness Artificial Intelligence

Volkswagen is investing roughly $1.2B in AI by 2030 to speed car development, cut costs, and transform design, factories, and cybersecurity.

NVDANegative Net Change GMNegative Net Change TSLAPositive Net Change VWAGYNegative Net Change STLAPositive Net Change

Shrabana Mukherjee

Generational AI Investments: Will BigBear.ai Capture Its Share?

BBAI eyes a bigger slice of global AI defense spending, backed by record cash and U.S. security-aligned tech solutions.

AINegative Net Change PLTRNegative Net Change BBAIPositive Net Change

Sraddha Singha

Will Busuu's 15% Growth Make Chegg a Language-Learning Leader?

With Busuu's 15% revenue growth and AI-powered tools boosting engagement, can CHGG rise as a language-learning leader?

LRNNegative Net Change CHGGPositive Net Change DUOLNegative Net Change

Anirudha Bhagat

AI-Fueled Cybersecurity Market Makes These 3 Stocks Worth Buying

Cybersecurity firms are leveraging AI to deliver smarter and faster protection as cyberattacks continue to intensify.

CHKPPositive Net Change RDWRNegative Net Change FTNTNegative Net Change PANWPositive Net Change QLYSPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Quantum's Q1 Loss Wider Than Estimated, Revenues Plunge Y/Y

QMCO's wider Q1 loss, weaker revenues and higher costs weigh on results, but cost cuts and new growth plans aim to drive a turnaround.

NTAPNegative Net Change WDCPositive Net Change PSTGPositive Net Change QMCOPositive Net Change

Shaun Pruitt

Buy, Hold, or Take Profits in Robinhood Stock Near All-Time Highs?

The extensive rally in Robinhood stock has been attributed to a mix of strategic moves that have boosted its financial results and gained favor among Wall Street.

HOODPositive Net Change GSNegative Net Change BCSNegative Net Change KEYNegative Net Change CZRNegative Net Change PIPRNegative Net Change

Sheraz Mian

Previewing Q3 Earnings Expectations: Good or Bad?

Unlike other recent periods, the revisions trend has been positive, with estimates for Q3 modestly up since the quarter got underway. But what else should investors know?

MSFTNegative Net Change NVDANegative Net Change

Sheraz Mian

Previewing Q3 Earnings Expectations: Good or Bad?

Unlike other recent periods, the revisions trend has been positive, with estimates for Q3 modestly up since the quarter got underway. But what else should investors know?

MSFTNegative Net Change NVDANegative Net Change

Andrew Rocco

Jobs Data Mess & AI's Moment: Unpacking the Week's Biggest News

Following a significant jobs revision that signals an weaker economy than previously thought, the AI industry's growth has become even more impressive. Recent news from Nebius and Oracle debunks key criticisms of the AI boom.

QCOMPositive Net Change MSFTNegative Net Change NVDANegative Net Change ORCLPositive Net Change GOOGLNegative Net Change NBISNegative Net Change

Shaun Pruitt

Should Investors Chase the Post-Earnings Surge In Oracle Stock?

Citing unprecedented demand for AI workloads, Oracle (ORCL) stock had surged more than 40% in Wednesday's trading session, hitting a new all-time high of $345 a share.

ORCLPositive Net Change AMZNPositive Net Change AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLAPositive Net Change METAPositive Net Change

Zacks Equity Research

Corning Rides on Strength in Optical Communication: Will it Persist?

GLW is powering ahead with Optical Communications, as Q2 revenues surge 41% and enterprise network sales soar 81%.

APHNegative Net Change GLWPositive Net Change COMMNegative Net Change

Aniruddha Ganguly

IREN Limited Jumps 208% Year to Date: Buy, Sell or Hold the Stock?

IREN's bitcoin mining scale and fast-growing AI Cloud fuel a 207.5% YTD surge, but stretched valuation tempers the outlook.

NVDANegative Net Change RIOTPositive Net Change CLSKPositive Net Change IRENNegative Net Change

Zacks Equity Research

Oracle Q1 Earnings Match Estimates, Cloud Growth Fuels Revenue Rise

ORCL reports strong fiscal first quarter with 12% revenue growth, record AI cloud demand and multi-billion-dollar deals across its infrastructure stack.

APHNegative Net Change FFIVNegative Net Change ORCLPositive Net Change CRWDPositive Net Change

Aniruddha Ganguly

Buy, Sell or Hold Adobe Stock? Key Tips Ahead of Q3 Earnings

ADBE projects strong fiscal Q3 revenue and earnings growth, but stiff AI competition and weak stock performance weigh on prospects.

AAPLPositive Net Change MSFTNegative Net Change ADBEPositive Net Change GOOGLNegative Net Change

Nilanshi Mukherjee

Snowflake Soars 18% in a Month: Should You Buy the Stock or Wait?

SNOW stock benefits from strong AI partnerships and portfolio expansion, but a stretched valuation raises caution.

AMZNPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change SNOWNegative Net Change

Nilanshi Mukherjee

SMR Plunges 8% in One Month: Should You Buy, Sell, or Hold the Stock?

NuScale Power stock is down 7.6% this year so far due to steep valuation, rising sector headwinds and ongoing regulatory challenges.

CEGNegative Net Change BWXTPositive Net Change SMRNegative Net Change OKLOPositive Net Change

Zacks Equity Research

Mastercard Unveils On-Demand Decisioning Tool for Smart Authorizations

MA launches On-Demand Decisioning, a global tool giving issuers more control over approvals and boosting its digital payments strategy.

MAPositive Net Change VPositive Net Change PYPLNegative Net Change

Zacks Equity Research

Microsoft's Gaming Revenue Growth: Can the Xbox Ecosystem Sustain It?

MSFT's gaming arm posts 10% revenue growth, fueled by Game Pass momentum, blockbuster titles and a vast Xbox user base.

MSFTNegative Net Change NTDOYNegative Net Change SONYNegative Net Change

Tracey Ryniec

Revisiting 5 Small Cap AI Stocks: Still Buys?

Mark Zinski, Zacks Small Cap Stock Analyst, returns to review AI stocks from prior podcast episodes.

INODPositive Net Change TSSINegative Net Change AATCNegative Net Change DUOTNegative Net Change NOTENegative Net Change