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computers: Archive

Mrithunjoy Kaushik

Can Opendoor's Contribution Margins Withstand Housing Headwinds?

OPEN's Q2 margins weaken on older inventory mix, but new offerings like Cash Plus aim to stabilize long-term growth.

OPENNegative Net Change CHGGPositive Net Change EVCMNegative Net Change EXODNegative Net Change

Zacks Equity Research

SoundHound Stock Gets Boost From Red Lobster Partnership

SOUN teams up with Red Lobster to roll out AI-powered phone ordering, boosting takeout efficiency and enhancing guest experience.

VRTNegative Net Change TASKPositive Net Change DPROPositive Net Change SOUNNegative Net Change

Supriyo Bose

Can the Software Segment Remain a Key Growth Driver for IBM?

IBM's Software segment, bolstered by hybrid cloud demand and strategic buyouts, is fueling growth with innovation and expanded AI capabilities.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Shivangi Deora

Will Strong Cloud and AI Demand Continue Driving WDC's Revenues?

Western Digital rides cloud and AI demand, with surging nearline HDD shipments and strong revenue growth driving momentum.

WDCNegative Net Change STXNegative Net Change PSTGNegative Net Change

Anirudha Bhagat

Lam Research Soars 71% in Six Months: Book Profit or Hold LRCX Stock?

LRCX surges 70% in six months, fueled by AI chip demand and strong earnings, but near-term risks cloud its outlook.

KLACPositive Net Change ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Are Options Traders Betting on a Big Move in AppFolio Stock?

Investors need to pay close attention to APPF stock based on the movements in the options market lately.

APPFPositive Net Change

Zacks Equity Research

Do Options Traders Know Something About SAP Stock We Don't?

Investors need to pay close attention to SAP stock based on the movements in the options market lately.

SAPPositive Net Change

Zacks Equity Research

nVent Electric and MarineMax have been highlighted as Zacks Bull and Bear of the Day

nVent Electric shines with rising earnings momentum, while MarineMax struggles under slowing sales and sinking analyst estimates.

SAPPositive Net Change ORCLNegative Net Change INTUPositive Net Change HZOPositive Net Change NVTPositive Net Change

Zacks Equity Research

Company News for Sep 24, 2025

Companies In The News Are: BA, IONQ, DIS, AMZN.

BAPositive Net Change AMZNPositive Net Change DISPositive Net Change IONQNegative Net Change

Mark Vickery

Top Analyst Reports for Apple, Eli Lilly & Chevron

Apple grows Services with over 1B subscribers, while Eli Lilly and Chevron face mixed industry and market dynamics.

AAPLNegative Net Change CVXNegative Net Change CEGPositive Net Change LLYPositive Net Change STXNegative Net Change CORPositive Net Change MCEMPositive Net Change

Shuvra Shankar Dey

Palantir vs. UiPath: Which AI-First Software Stock is a Better Buy?

PATH's global partner ecosystem and attractive valuation make it a stronger AI-driven automation bet than PLTR.

AMZNPositive Net Change MSFTPositive Net Change CRMPositive Net Change PATHPositive Net Change PLTRNegative Net Change

Kinjel Shah

5 Low Price-to-Book Stocks That Value Investors Can Buy

StoneCo, PagSeguro, KT, Deluxe and Itron stand out as low P/B value picks with strong growth prospects and a solid Zacks Rank.

ITRIPositive Net Change KTNegative Net Change DLXPositive Net Change PAGSNegative Net Change STNEPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

AMZNPositive Net Change AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia and Palantir Technologies

Nvidia and Palantir surge toward record highs, fueled by AI momentum and landmark partnerships shaping the bull market.

NVDAPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Nvidia, CoreWeave, Nebius, Apple, T-Mobile US, Intel and CrowdStrike

Nvidia's $100B OpenAI bet, Apple's iPhone surge, and Intel's revival highlight tech's powerful rebound in 2025.

INTCPositive Net Change AAPLNegative Net Change NVDAPositive Net Change TMUSNegative Net Change CRWDPositive Net Change NBISNegative Net Change CRWVNegative Net Change

Zacks Equity Research

Halozyme Therapeutics and Synopsys have been highlighted as Zacks Bull and Bear of the Day

Halozyme shines with strong growth and partnerships, while Synopsys struggles after earnings miss and lowered outlook.

TJXPositive Net Change DLTRPositive Net Change ROSTPositive Net Change SNPSPositive Net Change HALONegative Net Change

Anirudha Bhagat

NVIDIA's Networking Revenues Double: Can It Keep the Momentum?

NVDA's Networking revenues surge to $7.3B in Q2 as AI data center demand fuels record growth in Spectrum-X and InfiniBand solutions.

NVDAPositive Net Change AVGONegative Net Change ANETNegative Net Change

Anirudha Bhagat

4 Internet Delivery Services Stocks in Focus in a Prospering Industry

The Zacks Internet - Delivery Services industry participants like GDDY, VIPS, QNST and ASUR are poised to benefit from increasing smartphone and Internet penetration.

GDDYPositive Net Change QNSTNegative Net Change ASURPositive Net Change VIPSNegative Net Change

Arghyadeep Bose

Accenture Pre-Q4 Earnings: Is the Stock a Portfolio Must-Have?

ACN prepares for the Q4 results with GenAI momentum, strong cash flow and an active buyout strategy shaping its growth outlook.

ACNPositive Net Change BZUNNegative Net Change TASKPositive Net Change

Harendra Ray

OPEN vs. COMP: Which Real Estate Innovator Can Turn Things Around?

Compass posts record revenues and agent gains in Q2, while Opendoor shifts strategy but faces sharp revenue declines in 2025.

OPENNegative Net Change COMPNo Net Change

Zacks Equity Research

Seagate Stock Surges 153.4% in 6 Months: Will the Uptrend Continue?

STX has surged 153.4% in six months, lifted by AI-driven cloud demand, HAMR ramp-up, SSD growth and new product launches.

IBMPositive Net Change STXNegative Net Change MUPositive Net Change HPENegative Net Change

Mrithunjoy Kaushik

C3.ai's Q1 Margin Squeeze Raises Questions on Path to Profitability

AI's pivot to initial production deployments is reshaping growth prospects but straining margins and delaying its path to profitability.

AINegative Net Change SNOWPositive Net Change PLTRNegative Net Change

Zacks Equity Research

Strength in Network Software Drives Roper: Can the Momentum Sustain?

ROP lifts its 2025 outlook as the Network Software and Application Software segments gain from GenAI, cross-sell and strong demand.

HONPositive Net Change APositive Net Change ROPPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Micron Technology, NVIDIA, TSMC and Western Digital

Micron rallies 100% YTD as AI server demand drives memory chip growth - earnings beat likely with DRAM pricing momentum and NVIDIA partnerships fueling upside.

WDCNegative Net Change MUPositive Net Change NVDAPositive Net Change TSMNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Oracle and Microsoft

Oracle's explosive $455B backlog and OpenAI deal spark headlines, but Microsoft's diversified AI ecosystem, global infrastructure, and stronger financials make it the more reliable AI-cloud bet.

MSFTPositive Net Change ORCLNegative Net Change