Back to top

artificial-intelligence: Archive

Zacks Equity Research

ServiceNow Benefits From Rich Partner Base: More Upside Ahead?

NOW rides on a powerful partner ecosystem to fuel AI growth, expand industries and boost reach, but rising competition and valuation concerns linger.

MSFTNegative Net Change CRMNegative Net Change NOWNegative Net Change

Urmimala Biswas

QBTS or RGTI: Which Quantum Play Will Offer Better Upside in May?

QBTS rebounds as AI-quantum convergence, bookings growth and policy support revive sentiment, but volatility and execution risks keep the outlook uncertain.

CSCOPositive Net Change NVDANegative Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Will Top-Line Improvement Benefit Palantir in Q1 Earnings?

PLTR eyes 73.7% revenue surge in Q1 as strong demand across government and commercial segments fuels growth ahead of earnings release.

COHRPositive Net Change PLTRPositive Net Change ACVANegative Net Change

Aniruddha Ganguly

Buy AMD Stock Before Q1 Earnings: Here's What You Should Know

AMD heads into Q1'26 earnings on May 5 with a $9.8B revenue guide and AI chip demand amid stiff competition from Nvidia, Intel and Broadcom.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change AVGOPositive Net Change

Aniruddha Ganguly

Alphabet's Google Cloud Growth Rate Accelerates: More Upside Ahead?

GOOGL's Cloud revenues surge 63% to roughly $20B on Gemini demand; AI product revenues rise nearly 800% and backlog above $460B fuels outlook.

AMZNPositive Net Change MSFTNegative Net Change GOOGLPositive Net Change

Zacks Equity Research

META's Q1 Earnings Beat Estimates on Ad Growth and AI Momentum

Meta Platforms tops Q1'26 estimates as ad demand lifts revenues by 33% to $56.31B. AI progress includes the first Superintelligence Labs model.

SNDKPositive Net Change FNPositive Net Change METANegative Net Change RDDTNegative Net Change

Zacks Equity Research

KLA Q3 Earnings Surpass Estimates, Revenues Increase Year over Year

KLAC tops Q3 estimates with double-digit revenue growth and strong process control demand, while upbeat Q4 guidance signals continued momentum.

ADIPositive Net Change KLACNegative Net Change AEISPositive Net Change ANETPositive Net Change

Zacks Equity Research

DigitalOcean to Post Q1 Earnings: What's in Store for the Stock?

DOCN eyes solid Q1 revenue growth, but profit pressure looms as AI demand surges and margins face headwinds ahead of its May 5 earnings report.

CDWPositive Net Change ANETPositive Net Change AEYENegative Net Change DOCNNegative Net Change

Zacks Equity Research

GOOGL Q1 Earnings Beat on Cloud Surge and AI Momentum, Revenues Up Y/Y

Alphabet Q1 2026 EPS jumps 82% as Search, YouTube and Google Cloud revenues surge; capex guidance lifted for AI and Wiz deal.

SNDKPositive Net Change FNPositive Net Change GOOGLPositive Net Change RDDTNegative Net Change

Aniruddha Ganguly

META vs. SHOP: Which Stock Leads the AI Commerce Revolution?

Shopify is betting on "agentic commerce," letting merchants sell through ChatGPT, Gemini and Copilot, while building the AI-powered backbone of checkout and payments.

SHOPNegative Net Change METANegative Net Change