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tech-stocks: Archive

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, Nvidia, Alphabet, Arm Holdings and Advanced Micro Devices

MSFT, NVDA, GOOGL, ARM, and AMD rebound as Wall Street shrugs off AI shocks, tariffs, and global tensions in 2025.

AMDNegative Net Change MSFTNegative Net Change NVDANegative Net Change ARMNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Telefonica Brasil Stock?

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

VIVPositive Net Change

Om Jaiswal

CyberArk Bets on Secure AI Agents: Will This Unlock Next Growth Wave?

CYBR expands into AI agent security with new solutions, aiming to unlock cross-sell growth.

CYBRPositive Net Change OKTAPositive Net Change CRWDPositive Net Change

Zacks Equity Research

CoreWeave to Set up New Data Center: Overcapacity or Future-Proofing?

CRWV bets $6 billion on a new AI data center in Lancaster, PA, expanding its 33-site network as demand for compute power surges.

MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Anirudha Bhagat

NVDA vs. TSM: Which Semiconductor Stock Is the Better AI Investment?

Taiwan Semiconductor's soaring AI revenues, aggressive investments and lower valuation give it an edge over NVIDIA as the better AI stock bet.

NVDANegative Net Change TSMNegative Net Change

Anirudha Bhagat

ASML Stock Declines 9% After Q2 Earnings: Should You Hold or Fold?

ASML Holding stock tumbles 9.5% despite strong Q2 results as weak guidance and 2026 uncertainty spook investors.

INTCPositive Net Change AMDNegative Net Change NVDANegative Net Change ASMLNegative Net Change

Aniruddha Ganguly

Alphabet vs. Apple: Which Consumer AI Tech Stock is a Better Buy Now?

Both GOOGL and AAPL are infusing AI into their consumer offerings. However, which stock, Apple or Alphabet, is a better buy?

AAPLNegative Net Change GOOGLPositive Net Change

Vasundhara Sawalka

Can Cybersecurity Boom Push FTNT Stock Past its 10.5% Gain in 6 Months?

Fortinet's record 34% margins and AI innovation create perfect storm for the rest of 2025 growth. Buy before firewall refresh cycle ignites.

CHKPPositive Net Change FTNTPositive Net Change ZSPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Can Growing Adoption of Tomahawk Ultra Boost Broadcom's AI Revenues?

AVGO's Tomahawk Ultra chip aims to drive AI revenues higher with faster adoption among hyperscalers and OEMs.

AMDNegative Net Change NVDANegative Net Change AVGONegative Net Change

Ethan Feller

QBTS Breaks Out: QUBT and IONQ Stocks to Follow?

D-WAVE QUANTUM, IonQ and Quantum Computing Inc. offer some of the most exciting stock opportunities in the market today

QUBTNegative Net Change IONQNegative Net Change QBTSNegative Net Change

Zacks Equity Research

Okta Emphasizes AI-Driven Security: Can PANW Advance Its Lead?

OKTA strengthens AI-powered identity tools and partners with PANW. Its rivals CYBR and MSFT act as strong competitors in the IAM race.

MSFTNegative Net Change PANWPositive Net Change CYBRPositive Net Change OKTAPositive Net Change

Aritra Chatterjee

Is T Stock a Smart Investment Option Before Q2 Earnings Release?

T is betting big in fiber network expansion, but pressure from rivals raises questions ahead of earnings.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

SMR Benefits From Expanding Partner Base: A Sign for More Upside?

NuScale Power is gaining traction as tech giants adopt its nuclear tech, but rising competition and valuation may test its momentum.

CEGNegative Net Change SMRNegative Net Change OKLONegative Net Change

Om Jaiswal

DRAM Demand Powers Micron Technology's Growth: Will the Momentum Last?

AI, auto, and mobile markets powered MU's DRAM sales up 51% in Q3, with FY25 revenue set for nearly 59% growth.

WDCNegative Net Change STXNegative Net Change MUNegative Net Change

Bryan Hayes

Is Netflix (NFLX) a 'Buy' Ahead of Q2 Earnings Announcement?

Our proprietary earnings model conclusively predicts another earnings beat for the upcoming announcement.

NFLXPositive Net Change

Zacks Equity Research

DELL's Margins Under Pressure: Will ISG Strength Drive a Rebound Ahead?

DELL's AI server momentum and ISG strength may offset margin pressure from fierce competition and pricing headwinds.

DELLNegative Net Change SMCINegative Net Change HPENegative Net Change

Kashvi Chandgothia

SkyWater vs. Semtech: Which Semiconductor Stock is the Better Buy?

Shares of SKYT and SMTC are down YTD, but each is making strategic plays in AI, defense and chip supply chains. Which one leads right now?

SMTCNegative Net Change SKYTNegative Net Change

Kashvi Chandgothia

APH Trades Near 52-Week High: Should Investors Still Buy the Stock?

Amphenol hovers near its 52-week peak as end-market expansion and targeted acquisitions drive growth momentum.

APHNegative Net Change STNegative Net Change TELNegative Net Change COMMPositive Net Change

Sraddha Singha

Serve Robotics Adds 1,500 Merchants: Will the Margins Follow?

SERV adds 1,500 merchants and expands to new cities, but can delivery growth and scale turn margin pressure around?

CGNXNegative Net Change AINegative Net Change SERVNegative Net Change

Vaishali Doshi

Can Retail Media be the Next Major Growth Driver for TTD After CTV?

The Trade Desk bets on retail media as its next growth engine, building on CTV success and deepening ties with major retailers.

CRTONegative Net Change TTDPositive Net Change PUBMPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Netflix, NVIDIA, Microsoft, Apple and Alphabet

NFLX eyes 44% EPS growth in Q2, driven by ads and sports streaming???but high valuation may cap post-earnings upside.

AAPLNegative Net Change MSFTNegative Net Change NFLXPositive Net Change NVDANegative Net Change GOOGLPositive Net Change

Nalak Das

Buy 3 AI Infrastructure Stocks Backed by Past Month's Solid Momentum

CRDO, JBL, and LITE have each surged over 10% in a month, riding the booming AI infrastructure demand and bullish growth outlook.

NVDANegative Net Change JBLNegative Net Change LITEPositive Net Change CRDONegative Net Change

Zacks Equity Research

TXN Gears Up to Post Q2 Earnings: What's in Store for the Stock?

Texas Instruments' Q2 performance is likely to reflect benefits from recovery across the industrial and automotive end markets.

TXNPositive Net Change INFYPositive Net Change NOWPositive Net Change GOOGLPositive Net Change

Supriyo Bose

ASTS vs. VSAT: Which Satellite Stock Has the Edge in Mobile Broadband?

ASTS is outpacing VSAT in share gains and long-term growth prospects, despite challenges in valuation and competition.

TPositive Net Change VZPositive Net Change VSATNegative Net Change ASTSNegative Net Change

Zacks Equity Research

Zacks.com featured highlights include Agnico Eagle Mines, UGI, Qifu Technology, Taiwan Semiconductor Manufacturing Company and Group 1 Automotive

AEM, QFIN, TSM, UGI, and GPI stand out as strong dividend growers with solid fundamentals and rising earnings estimates.

AEMPositive Net Change UGINegative Net Change TSMNegative Net Change GPINegative Net Change QFINNegative Net Change