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artificial-intelligence: Archive

Zacks Equity Research

Microsoft Q2 Earnings & Revenues Beat on Surging AI Business

MSFT's second-quarter fiscal 2025 results reflect strength in AI business and Copilot adoption amid decelerating growth in its Azure cloud infrastructure unit.

MSFTNegative Net Change ORCLNegative Net Change ADBEPositive Net Change SPOTNegative Net Change

Zacks Equity Research

IBM Beats Q4 Earnings Estimates on Solid Cloud & AI Traction

Strong portfolio mix, operating leverage and yield from productivity initiatives helped IBM beat fourth-quarter 2024 earnings estimates.

IBMNegative Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change

Benjamin Rains

Buy this Top Artificial Intelligence (AI) Stock Down 30% and Hold

Vertiv is a soaring AI and tech stock that looks like it is on sale right now and ready for investors to buy...

NVDANegative Net Change VRTNegative Net Change

Sanghamitra Saha

Will 2025 See Slowing AI Investments in Big Tech? ETFs in Focus

With the AI race intensifying, concerns about AI monetization by U.S. tech giants are emerging fast.

XLKNegative Net Change SMHNegative Net Change IYWNegative Net Change VGTNegative Net Change XLCNegative Net Change

Indrajit Bandyopadhyay

Will Cheaper AI Models Like DeepSeek Become a Boon? 3 Stocks to Watch

As costs related to AI models may come down, as is evident from the cheaper DeepSeek model from China, MedTech companies developing AI-based solutions like SYK, BSX and TEM are likely to gain.

BSXNegative Net Change SYKPositive Net Change GEHCPositive Net Change TEMPositive Net Change

Aniruddha Ganguly

4 Technology Stocks Poised to Beat Earnings Estimates in Q4

Here, we have picked four technology stocks, BILL, TWLO, AME and DASH, which are likely to pull off earnings surprises in fourth-quarter 2024.

AMENegative Net Change TWLONegative Net Change BILLNegative Net Change DASHNegative Net Change

Kevin Cook

Bull of the Day: NVIDIA (NVDA)

Does DeepSeek shrink or expand the GPU market? All eyes on estimates after MSFT & META calls

NVDANegative Net Change MSFTNegative Net Change TSLANegative Net Change VRTNegative Net Change METANegative Net Change

Mark Vickery

Fed Holds Steady, Big Earnings Afternoon: MSFT, TSLA, META & More

Microsoft, Meta, IBM and ServiceNow all outperformed earnings estimates, while Tesla came up short.

MSFTNegative Net Change IBMNegative Net Change TSLANegative Net Change NOWNegative Net Change METANegative Net Change

Tirthankar Chakraborty

Buy NVIDIA Stock, DeepSeek's Threat is Exaggerated

DeepSeek drove NVIDIA's shares down, offering prime buying opportunities in a temporary trend.

INTCNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Can an Expanding Clientele Push OKTA Stock Further in 2025?

The rising adoption of OKTA's Identity Threat Protection solution boosts prospects amid a challenging macroeconomic environment and stretched valuation.

MSFTNegative Net Change IBMNegative Net Change CYBRPositive Net Change OKTAPositive Net Change

Aniruddha Ganguly

SentinelOne Declines 12% in a Year: Buy, Sell or Hold the Stock?

S' strong prospects, driven by an expanding AI-powered portfolio, as well as a solid partner base, is noteworthy. However, a stretched valuation is a concern.

AMZNNegative Net Change MSFTNegative Net Change SPositive Net Change CRWDNegative Net Change

Zacks Equity Research

Will Strong Services Offset Weak iPhone Sales for AAPL's Q1 Earnings?

Apple's first-quarter fiscal 2025 results are expected to reflect the negative impacts of stiff competition for iPhone, despite continuing Services growth.

AAPLNegative Net Change AMENegative Net Change BILLNegative Net Change DASHNegative Net Change

Aniruddha Ganguly

AI Model Race Heats Up: BABA, NVDA, MSFT, META, GOOGL in Focus

DeepSeek's low-cost models are set to face stiff competition from Alibaba's latest model as well as from the U.S. technology giants.

MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change BABAPositive Net Change METANegative Net Change

Zacks Equity Research

Mag 7 Stocks MSFT, META, TSLA Report Earnings Today: What to Expect

The Mag 7 stocks, MSFT, META, TSLA, GOOGL, AMZN, AAPL and NVDA, are riding high on AI innovation and investments amid growing competition.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change TSLANegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

GLW Beats Q4 Earnings Estimates on Healthy Top-Line Improvement

Solid traction in several verticals and optical connectivity products for GenAI applications helped GLW beat fourth-quarter earnings estimates.

AKAMPositive Net Change GLWNegative Net Change ANETPositive Net Change PINSNegative Net Change

Bryan Hayes

Fed Set to Hold Rates Steady: Stocks to Watch

Plenty of stocks managed to buck the sell-off on Monday. We want to look for stocks that hold up well through volatile periods.

NETNegative Net Change METANegative Net Change

Bryan Hayes

Is Meta Platforms (META) a Buy Ahead of Q4 Earnings Announcement?

The world's largest social media offering, Meta has surpassed the earnings mark in each of the past eight quarters.

METANegative Net Change

Zacks Equity Research

NVIDIA Stock Bounces Back After DeepSeek AI-Led Sell-Off: Time to Buy?

NVDA rebounds 8.9% on Tuesday after DeepSeek-led broader market sell-off, proving AI demand remains strong. Is this a golden buying opportunity for investors?

APHNegative Net Change NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Stock Market News for Jan 29, 2025

U.S. stocks ended higher on Tuesday, with the S&P and the Nasdaq recovering most of their losses from the previous session that saw a Wall Street bloodbath, triggered by the sudden emergence of Chinese AI startup DeepSeek.

AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change ORCLNegative Net Change AVGONegative Net Change METANegative Net Change

Andrew Rocco

BABA Releases AI Model: Should you Buy the Stock?

If "Qwen's" results hold up, Alibaba can cement itself as a premier AI juggernaut. Regardless, BABA is historically cheap, faces easy comps, and enjoys a bullish technical pattern.

AMZNNegative Net Change AAPLNegative Net Change MSFTNegative Net Change NVDANegative Net Change GOOGLPositive Net Change BABAPositive Net Change METANegative Net Change

Nilanjan Banerjee

AI Stocks Defy DeepSeek Panic: NVDA & 2 Other Top Picks

Wall Street views the DeepSeek hysteria as a golden opportunity to buy fundamentally strong technology stocks NVIDIA, Broadcom & Twilio.

AAPLNegative Net Change NVDANegative Net Change AVGONegative Net Change TWLONegative Net Change

Swayta Shah

HOOD Falls From All-Time High on DeepSeek Turbulence: Buy the Dip?

The recent market sell-off over DeepSeek has put pressure on many stocks, including Robinhood. Does this dip present a smart buying opportunity? Let's find out.

SCHWNegative Net Change LPLANegative Net Change HOODPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Broadcom, Amphenol, Microsoft and Meta Platform

NVIDIA, Broadcom, Amphenol, Microsoft and Meta Platform are part of the Zacks top Analyst Blog.

MSFTNegative Net Change APHNegative Net Change NVDANegative Net Change AVGONegative Net Change METANegative Net Change

Derek Lewis

Microsoft Earnings: Is DeepSeek a Threat?

It's already been an action-packed week in the market, with news surrounding DeepSeek spooking many investors in the beloved AI trade. What will be Microsoft's reaction?

MSFTNegative Net Change NVDANegative Net Change

Ethan Feller

What Happened to AI Stocks? Buy These Instead

Nvidia stock got crushed, but Meta Platforms, Amazon and Twilio are all making new highs

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