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tech-stocks: Archive

Subham Roy

Cloudflare vs. Akamai Technologies: Which CDN Stock Has an Edge?

NET flourishes in the CDN space with its innovative efforts, while AKAM struggles with declining delivery revenues and pricing shifts.

AKAMPositive Net Change NETPositive Net Change

Zacks Equity Research

Can ServiceNow's Core Business Suite Launch Boost Subscriptions?

NOW's new Core Business Suite targets finance and supply chains as subscriptions climb 20% with strong enterprise adoption.

ORCLNegative Net Change NOWNegative Net Change PEGANegative Net Change

Aniruddha Ganguly

Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCOPositive Net Change NVDAPositive Net Change EXTRPositive Net Change ANETPositive Net Change

Zacks Equity Research

Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?

INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.

INTCNegative Net Change AMDPositive Net Change ARMPositive Net Change

Zacks Equity Research

Lam Research Bets Big on ALD and Dry EUV: Will This Pay Off?

LRCX focuses on ALD and dry EUV tech to drive chip performance gains, but rivals and macro risks pose key challenges.

KLACPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Agentforce in 4,000+ Deals: Can Salesforce Monetize the Momentum?

CRM's Agentforce hits $100M in ARR with more than 4,000 deals, but can it maintain momentum amid stiff AI competition?

MSFTNegative Net Change CRMNegative Net Change ORCLNegative Net Change

Supriyo Bose

Celestica Margin Pressure Likely to Continue on Macro Woes

CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.

JBLNegative Net Change CLSPositive Net Change SANMNegative Net Change

Zacks Equity Research

Oracle Stock Jumps on Q4 Earnings Beat, Upbeat Cloud Forecast

ORCL's fiscal fourth-quarter results reflect strength in the cloud infrastructure segment and support for AI workloads.

AMZNPositive Net Change MSFTNegative Net Change ORCLNegative Net Change GOOGLNegative Net Change

Om Jaiswal

Will Logic and Memory Growth Help ASML Meet 30-35B Euro Sales Target?

With EUV ramping and High NA traction building, ASML Holding targets up to 35 billion euros in 2025 sales backed by logic and memory demand.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

Nebius Expands AI Cloud in Europe With NVIDIA GB200 and Blackwell

NBIS expands its AI Cloud with NVIDIA GB200 in Europe, deepening ties with NVIDIA and accelerating sovereign AI innovation.

BLKBNegative Net Change CRTOPositive Net Change RDVTPositive Net Change NBISPositive Net Change

Vasundhara Sawalka

3 GARP Stocks That Investors Can Scoop Up for Maximum Returns

Try the GARP strategy when seeking a profitable portfolio of stocks offering optimum value and growth investing. SFM, HWM and ANET hold promise.

SFMNegative Net Change ANETPositive Net Change HWMPositive Net Change

Om Jaiswal

AMAT Expects Advanced DRAM Sales to Grow 40%: Can It Keep its Lead?

Applied Materials bets big on DDR5 and HBM, projecting over 40% DRAM revenue growth and strong traction for Sym3 Magnum.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Zacks Equity Research

SLP Cuts FY25 Revenue Outlook, Begins Strategic Reorganization

Simulations Plus lowers FY25 revenue forecast and restructures operations as biotech headwinds hit services demand.

INTUPositive Net Change SLPNegative Net Change BLKBNegative Net Change ACIWNegative Net Change

Harendra Ray

C3.ai vs. SoundHound: Which AI Stock Has More Upside Right Now?

The AI stock outpaces SOUN with federal wins, deeper partnerships and broad enterprise AI adoption.

AMZNPositive Net Change AAPLPositive Net Change AINegative Net Change GOOGLNegative Net Change SOUNNegative Net Change

Zacks Equity Research

FRSH Boosts Customer & Employee Service With Freddy Agentic AI Platform

Freshworks unveils Freddy Agentic AI, a platform that automates complex tasks across support teams - no coding needed.

ANETPositive Net Change FRSHNegative Net Change UIPositive Net Change

Sweta Killa

Sector ETFs Set to Gain as Inflation Cools in May

Cooling May inflation boosts prospects for ETFs tied to consumer spending, tech growth, homebuilding and real estate.

VNQNegative Net Change XLKPositive Net Change ITBNegative Net Change XLYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights D-Wave Quantum, IBM, IonQ and Rigetti Computing

QBTS stock soars 1359% as it claims real-world quantum supremacy, but IBM's bold new push adds pressure to the race.

IBMPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Apple, Amazon, Microsoft and Alphabet

AAPL unveils Apple Intelligence and Liquid Glass at WWDC25, but weak China sales and valuation raise concerns.

AMZNPositive Net Change AAPLPositive Net Change MSFTNegative Net Change GOOGLNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AppLovin, Alphabet, Meta Platforms, Microsoft and Salesforce

APP soars 50% in 3 months as Axon 2 AI drives ad spend, revenue growth, and optimism for more upside in 2025.

MSFTNegative Net Change CRMNegative Net Change APPPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Intel, NVIDIA, Taiwan Semiconductor Manufacturing and Advanced Micro Devices

INTC jumps 10% as new CEO Lip-Bu Tan sparks optimism over AI chips and a potential foundry turnaround in 2025.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Vaishali Doshi

CoreWeave Stock Skyrockets 137% in a Month: Hold or Fold?

CRWV surges 137% in a month on soaring revenues, driven by booming AI infrastructure demand. Can the rally sustain?

AMZNPositive Net Change MSFTNegative Net Change NBISPositive Net Change CRWVNegative Net Change

Vaishali Doshi

Is Nebius' $2B Capex Spend on AI Infra a Smart or a Risky Bet?

NBIS lifts 2025 capex to $2 billion to scale its AI infrastructure globally and unlock growth in high-demand markets.

MSFTNegative Net Change NBISPositive Net Change CRWVNegative Net Change

Mark Vickery

Markets Cool on No New Trade Deal News

We had heard a very promising blurb from the president declaring a trade deal with China was done, though not much to advance this has come out in the hours since.

ORCLNegative Net Change QQQPositive Net Change SPYPositive Net Change DIAPositive Net Change

Tirthankar Chakraborty

Is Intel the Turnaround Stock of 2025 and a Buy Now?

INTC stock jumps 10% amid Lip-Bu Tan's CEO debut and optimism for a 2025 rebound, despite recent foundry setbacks.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change TSMPositive Net Change

Urmimala Biswas

Quantum Rivalry Rises With IBM's Push: Is D-Wave Still a Buy?

QBTS soars 1359.5% in a year but IBM's bold quantum leap raises fresh questions about its edge and survival.

IBMPositive Net Change IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change