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artificial-intelligence: Archive

Zacks Equity Research

MSFT Q2 Earnings Preview: Azure Cloud Innovation Takes Center Stage

Microsoft's fiscal Q2 results are expected to reflect steady growth in its Azure cloud platform, driven by Azure AI and Copilot offerings.

AMZNNegative Net Change MSFTNegative Net Change ACNPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

Soft Embedded Demand Hurts TXN's Q4 Revenues: How to Play the Stock?

Texas Instruments' fourth-quarter 2024 results underscore a challenging environment, with its Embedded Processing segment dragging overall performance.

INTCNegative Net Change TXNNegative Net Change NVDANegative Net Change ASYSNegative Net Change

Supriyo Bose

CLS Stock Before Q4 Earnings: A Smart Buy or Risky Investment?

CLS seems to be treading in the middle of the road and investors could be better off if they trade with caution.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change AVGONegative Net Change

Anirudha Bhagat

ASML Holding Set to Report Q4 Earnings: Buy, Hold or Sell the Stock?

ASML Holding's fourth-quarter 2024 results are expected to reflect strength in EUV and DRAM amid macro headwinds.

MUNegative Net Change ASMLNegative Net Change MRVLNegative Net Change AVGONegative Net Change

Benjamin Rains

Bull of the Day: AppLovin Corporation (APP)

AppLovin (APP) stock has been a Wall Street superstar over the last two years, soaring 3,000% to blow away Nvidia and most other artificial intelligence stocks. APP stock has traded sideways for the past two months and looks due to break out to all-time highs.

NVDANegative Net Change APPNegative Net Change METANegative Net Change

Ethan Feller

The AI Boom Continues: Key Sectors to Buy Now

AI will eventually transform all industries, but there are three sectors at the forefront of this fundamental reshaping of the economy. Ethan Feller highlights these bellwethers and offers several approaches to capturing this groundbreaking trend right now.

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Andrew Rocco

Market Update: S&P 500 Hits New High, AI Spending Surges

The current market outlook leans bullish, especially over the long-term. Stock Strategist Andrew Rocco breaks it all down in today's commentary.

MSFTNegative Net Change NVDANegative Net Change ORCLNegative Net Change ARMNegative Net Change SERVNegative Net Change METANegative Net Change RGTINegative Net Change

Bryan Hayes

Lovin' That App: Can This Momentum Stock Continue Higher After 712% Run?

There's been a lot of chatter about APP stock potentially slowing, but earnings estimates are on the rise.

APPNegative Net Change

Aniruddha Ganguly

2 Stocks to Watch From the Challenging Computer Industry

The Computer - Micro Computers industry participants like Dell Technologies (DELL) and HP (HPQ) are benefiting from the strong demand for enterprise devices amid stiff macroeconomic challenges globally.

DELLNegative Net Change HPQPositive Net Change

Aniruddha Ganguly

Should ServiceNow Stock Be in Your Portfolio Pre-Q4 Earnings?

NOW's strong portfolio and partner base offer a buying opportunity for growth-oriented investors ahead of fourth-quarter 2024 results.

AMZNNegative Net Change MSFTNegative Net Change NVDANegative Net Change NOWNegative Net Change

Aniruddha Ganguly

Adobe Declines 30% in a Year: Buy, Sell or Hold the Stock in 2025?

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

AMZNNegative Net Change MSFTNegative Net Change ADBEPositive Net Change GOOGLPositive Net Change

Zacks Equity Research

VZ Beats Q4 Earnings & Revenue Estimates on Solid Wireless Traction

Healthy wireless subscriber additions and broadband growth help Verizon beat fourth-quarter 2024 earnings estimates.

VZPositive Net Change AKAMPositive Net Change ANETPositive Net Change PINSNegative Net Change

Zacks Equity Research

Analog Devices Rises 16% in a Year: Buy, Sell or Hold the Stock?

Despite ongoing macroeconomic uncertainties, ADI is expected to thrive due to its proactiveness in the AI space.

ADINegative Net Change TXNNegative Net Change NXPINegative Net Change TERPositive Net Change

Nilanshi Mukherjee

APH Posts Strong Q4 Results: Is the Stock a Buy on Solid Guidance?

Amphenol is benefiting from strategic acquisitions and increased demand in AI, 5G, and aerospace, making it an attractive investment.

APHNegative Net Change TELNegative Net Change CSLNegative Net Change COMMPositive Net Change

Anirudha Bhagat

Lam Research Set to Report Q2 Earnings: Buy, Sell or Hold the Stock?

LRCX's fiscal second-quarter results are expected to reflect the benefits of a rebound in the semiconductor industry and improving memory spending.

LRCXNegative Net Change MRVLNegative Net Change AVGONegative Net Change PINegative Net Change

Anirudha Bhagat

TWLO Soars 15% on Solid Guidance & Buyback Plan: How to Play the Stock?

Twilio's strong guidance, $2 billion share buyback and market leadership make it a compelling investment option. However, premium valuation warrants a caution.

FTNTNegative Net Change TWLONegative Net Change ZMPositive Net Change NETNegative Net Change

Vasundhara Sawalka

Microsoft Stock Before Q2 Earnings: A Smart Buy or Risky Investment?

MSFT is progressing in the cloud market, which makes the stock worth a cautious watch ahead of its fiscal Q2 earnings amid intense competition and elevated valuation.

MSFTNegative Net Change DELLNegative Net Change LNVGYNegative Net Change HPENegative Net Change

Supriyo Bose

3 Instruments Stocks Likely to Beat Short-Term Industry Hardships

The increasing adoption of industrial automation, focus on higher energy efficiency and optimum resource utilization should drive the Zacks Instruments - Control industry. WTS, BMI and THR are well-positioned to gain from the evolving market dynamics.

WTSNegative Net Change BMINegative Net Change THRPositive Net Change

Ritujay Ghosh

S&P on Track to Hit New Record High on AI Optimism: 4 Stocks to Buy

Tech stocks like AVGO, NVDA, AMZN and ANET are poised to gain from the ongoing rally driven by AI optimism.

AMZNNegative Net Change NVDANegative Net Change ORCLNegative Net Change AVGONegative Net Change ANETPositive Net Change

Urmimala Biswas

3 Medical Info Systems Stocks to Buy as Stargate AI Drives Industry Prospects

Zacks Medical Info Systems industry stocks like Enovis, Omnicell and Phreesia are expected to gain from the GenAI wave.

ENOVPositive Net Change OMCLNegative Net Change PHRNegative Net Change

Nilanshi Mukherjee

Monday.com Gains 10% in 6 Months: Buy, Sell or Hold the Stock?

MNDY faces strong competition and macroeconomic hurdles, despite a growing portfolio and enterprise adoption, making it a risky investment.

TEAMPositive Net Change BILLNegative Net Change ASANPositive Net Change MNDYPositive Net Change

Zacks Equity Research

Can Teradyne's Partnership With Analog Devices Push the Stock Higher?

TER's robotics division collaborates with Analog Devices to transform semiconductor manufacturing with advanced robotics, AI, and edge-based automation.

ADINegative Net Change NVDANegative Net Change TERPositive Net Change OMRNYNegative Net Change

Aniruddha Ganguly

EGHT Falls 23% in a Year: Should You Buy, Sell or Hold the Stock?

8x8's expanding AI-powered portfolio, rich partner base and cheap valuation are noteworthy amid a challenging macroeconomic condition.

EGHTNegative Net Change RNGNegative Net Change TWLONegative Net Change ZMPositive Net Change

Supriyo Bose

IBM Stock Before Q4 Earnings: A Smart Buy or Risky Investment?

With declining earnings estimates, IBM is witnessing a negative investor perception and it might be prudent to avoid the stock at the moment.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change