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artificial-intelligence: Archive

Anirudha Bhagat

Should You Add CRM Stock to Your Portfolio Ahead of Q4 Earnings?

Salesforce's Q4 performance is likely to reflect the benefits of the growing adoption of generative AI-enabled solutions and continued cloud migration.

MSFTPositive Net Change CRMPositive Net Change SAPPositive Net Change ORCLPositive Net Change

Aniruddha Ganguly

Adobe Expands Portfolio for Advertisers: Buy or Hold the Stock?

ADBE shares are benefiting from strong demand for its creative products and expanding clientele amid increasing competition and stretched valuation.

ADBENegative Net Change WBDNegative Net Change SNOWPositive Net Change TTDPositive Net Change

Anirudha Bhagat

NVDA Stock Before Q4 Earnings: Should You Buy Now or Wait for Results?

NVIDIA's Q4 results are likely to reflect the benefits of strong demand for generative AI and LLM-supportive GPUs from data center operators.

MUPositive Net Change NVDANegative Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

BWX Technologies to Report Q4 Earnings: What's in Store for the Stock?

BWXT's Q4 results are likely to reflect negative impacts from the shutdown of a facility and project in East Tennessee due to flooding and power outage.

MRVLPositive Net Change BWXTPositive Net Change OPRAPositive Net Change VYXNegative Net Change

Shaun Pruitt

Buy the Dip in Palantir Technologies (PLTR) or Vertiv Holdings (VRT) Stock?

As two of the market's top performers in recent years, investors may be wondering if they should buy the dip in Palantir Technologies (PLTR) or Vertiv Holdings (VRT) stock.

VRTPositive Net Change PLTRPositive Net Change WMTPositive Net Change

Tirthankar Chakraborty

Is C3.ai Stock the Next Palantir and a Buy?

C3.ai delivered accelerated revenue growth, but can it mimic Palantir's incredible success?

MSFTPositive Net Change AINo Net Change GOOGLPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Are GPC's Shareholder-Friendly Moves Enough to Buy the Stock?

Genuine Parts' dividend growth and strategic moves show promise, but market challenges and competition weigh on its performance.

GPCNegative Net Change ORLYNegative Net Change AAPNegative Net Change AZONegative Net Change

Aniruddha Ganguly

Buy, Sell or Hold DELL Stock? Key Tips Ahead of Q4 Earnings

DELL's fourth-quarter fiscal 2025 performance is expected to suffer from challenges in the PC market and a sequential decline in AI sales.

MSFTPositive Net Change DELLPositive Net Change NVDANegative Net Change METAPositive Net Change

Aniruddha Ganguly

Can the Latest iPhone 16e Push the Apple Stock Higher in 2025?

Although AAPL's AI push and growing Services business are positives, stretched valuation and China headwinds are concerning in 2025.

AMZNPositive Net Change AAPLPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Supriyo Bose

3 Communication Stocks Set to Ride on Healthy Fiber & Cloud Traction

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, GLW and AUDC are well-positioned to make the most of the demand for seamless connectivity solutions.

ANETPositive Net Change GLWPositive Net Change AUDCPositive Net Change

Nilanjan Banerjee

Is Broadcom Stock a Better Investment Pick Than NVIDIA Now?

NVDA leads in AI hardware, securing a strong edge, while Broadcom's VMware acquisition boosts its presence in enterprise software.

NVDANegative Net Change AVGOPositive Net Change

Anirudha Bhagat

Palo Alto Networks Soars 13% YTD: Time to Buy, Hold or Sell the Stock?

Despite near-term challenges, PANW is worth holding due to its leadership in cybersecurity, AI-driven innovation and strategic shift toward a platform-based model.

FTNTPositive Net Change PANWPositive Net Change CYBRPositive Net Change CRWDPositive Net Change

Anirudha Bhagat

Cloudflare Soars 49% YTD: Should You Hold or Fold the Stock?

While NET is poised to benefit from continued strength in AI, security and cloud networking, the stock's high valuation warrants a cautious approach.

FIVNNegative Net Change TEAMPositive Net Change TWLOPositive Net Change NETPositive Net Change

Neena Mishra

What's Behind the Surge in Chinese Tech Stocks & ETFs?

We discuss whether investors should consider investing in Chinese stocks now.

AAPLPositive Net Change NVDANegative Net Change TCEHYPositive Net Change FXIPositive Net Change CQQQPositive Net Change JDNegative Net Change BABANegative Net Change KWEBPositive Net Change PDDNo Net Change

Tirthankar Chakraborty

Should You Buy, Hold, or Sell SMCI Stock Before Filing Deadline?

Is it a good time to bet on Supermicro stock before its 10-K filing, or should a wait-and-see approach be taken?

NVDANegative Net Change SMCINegative Net Change

Vasundhara Sawalka

DDOG Q4 Results Shine, '25 View Disappoints: How to Play the Stock

Despite Datadog's robust product portfolio and strong Q4 results, the tempered 2025 outlook suggests investors may benefit from awaiting a more attractive entry point.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change DDOGPositive Net Change

Nilanshi Mukherjee

Should You Buy, Sell or Hold Sea Limited Stock at P/S of 3.68X?

SE stock benefits from Shopee and Garena's growth, but its high valuation and rising competition suggest investors should wait for a favorable entry point.

SEPositive Net Change WDAYNegative Net Change HUBSPositive Net Change NCNONegative Net Change

Anirudha Bhagat

Texas Instruments Down 6% in 3 Months: Buy, Hold or Sell the Stock?

Despite short-term industry-specific concerns, TXN's dominant market position, aggressive shareholder return policy and strategic investments make it worth holding.

TXNNegative Net Change MUPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Anirudha Bhagat

Micron Stock Soars 26% YTD: Should You Buy More or Book Profits?

Margin contraction, weakening consumer demand and geopolitical uncertainties all present serious headwinds for MU, making it a good time to lock in profits.

AMDPositive Net Change MUPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Zacks Equity Research

Arista Q4 Earnings Beat Estimates on Solid Demand, Revenues Surge Y/Y

ANET's top line benefits from steady customer growth across several end markets. Its focus on product innovation and AI integration is another tailwind.

AKAMPositive Net Change IDCCPositive Net Change ANETPositive Net Change KEYSPositive Net Change

Aniruddha Ganguly

CSCO's Prospects Ride on Strong AI Push: Should You Buy the Stock?

Cisco Systems' is benefiting from an expanding security and AI portfolio that is driving order growth.

CSCOPositive Net Change NVDANegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Meta Platforms, Microsoft, Alphabet and NVIDIA

Meta Platforms, Microsoft, Alphabet and NVIDIA are included in this Analyst Blog.

MSFTPositive Net Change NVDANegative Net Change GOOGLPositive Net Change METAPositive Net Change