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artificial-intelligence: Archive

Nilanshi Mukherjee

GTLB Stock Set to Report Q2 Earnings: A Smart Buy or Risky Investment?

GitLab projects 24% revenue growth in Q2, driven by AI-driven DevSecOps momentum, but faces valuation concerns and tough competition.

AMZNNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change GTLBNegative Net Change

Zacks Equity Research

S Shares Jump 7% on Q2 Earnings Beat and Robust Fiscal 2026 Guidance

SentinelOne's fiscal second-quarter 2026 results reflect improved revenues, driven by strong demand for its AI-powered security solutions.

APHNegative Net Change SPositive Net Change ANETPositive Net Change ALKTNegative Net Change

Shrabana Mukherjee

Chegg Turns to AI for Efficiency: Enough to Offset Subscriber Decline?

Can CHGG's AI-powered tools and cost cuts offset steep subscriber losses and mounting edtech competition?

CHGGPositive Net Change COURNegative Net Change DUOLNegative Net Change

Aniruddha Ganguly

Can META's Focus on AI-Optimized Data Centers Push the Stock Higher?

Meta Platforms boosts 2025 capex to up to $72B, launches renewable-powered data centers, and eyes AI-driven expansion.

AMZNNegative Net Change MSFTNegative Net Change METANegative Net Change

Aniruddha Ganguly

Apple's Expanding Game Content to Aid Services Growth: What's Ahead?

AAPL expands Arcade with new titles and a growing game hub as its Services revenues climb 13.3% in Q3 2025.

AAPLNegative Net Change TTWONegative Net Change EAPositive Net Change

Aniruddha Ganguly

GOOGL Services Benefits From New AI-Powered Features: What's Ahead?

Alphabet's Google Services revenues surge on AI-driven Search, YouTube and Gemini innovations despite stiff competition.

AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change

Aniruddha Ganguly

Cisco's Security Portfolio Gains Traction: A Sign of More Upside?

CSCO's security revenues jump 9% on Splunk synergies and rising demand for Secure Access, Hypershield and XDR.

CSCONegative Net Change NVDANegative Net Change AVGONegative Net Change OKTAPositive Net Change

Aniruddha Ganguly

Acquisitions Shaping Up Amphenol's Growth Trajectory: What's Ahead?

APH's acquisitions fuel 52% revenue growth in H1 2025, while upcoming billion-dollar deals aim to expand its interconnect portfolio.

APHNegative Net Change TELNegative Net Change RFILNegative Net Change

Zacks Equity Research

BABA Q1 Earnings Miss Estimates, Revenues Increase Y/Y, Shares Rise

Alibaba leans into AI and cloud, but Q1 earnings miss and falling margins reveal growing costs behind future bets.

BBBYPositive Net Change BBWNegative Net Change BABAPositive Net Change BROSNegative Net Change

Kashvi Chandgothia

Should You Hold or Fold MercadoLibre Stock at P/E Multiple of 42.7X?

MELI's steep 42.7X P/E raises questions as margin strain, credit risk and competitive pressure build beneath the surface.

AMZNNegative Net Change EBAYNegative Net Change SEPositive Net Change MELIPositive Net Change

Vasundhara Sawalka

Alibaba vs. Amazon: Which E-Commerce Titan Has More Upside Potential?

Amazon's commanding 30% cloud market share versus Alibaba's 4%, plus massive $100B AI investments, creates competitive advantages. Choose AMZN, avoid BABA's risks.

AMZNNegative Net Change BABAPositive Net Change

Zacks Equity Research

MSFT Challenges GPT-5 With New AI Models: What's Next for Investors?

Microsoft debuts proprietary AI models MAI-Voice-1 & MAI-1-preview, challenging GPT-5. The company cuts external AI dependence for higher margins.

MSFTNegative Net Change GOOGLPositive Net Change METANegative Net Change

Zacks Equity Research

AI Adoption and Cloud Growth to Boost Salesforce's Q2 Earnings?

CRM's Q2 results are likely to reflect the benefits of the rising demand for AI and cloud. However, macro headwinds and slower deal cycles may limit the upside.

CRMPositive Net Change FFIVNegative Net Change ANETPositive Net Change QLYSPositive Net Change

Om Jaiswal

PANW's NGS ARR Hits $5.58B in Q4: What's Fueling the Growth?

Palo Alto Networks' NGS ARR surges 32% to $5.58B in Q4, fueled by SASE strength, AI security gains, and rapid XSIAM adoption.

PANWNegative Net Change ZSNegative Net Change CRWDNegative Net Change

Anirudha Bhagat

Should You Buy, Sell or Hold NVIDIA Stock Post Strong Q2 Earnings?

NVDA posts record Q2 results with soaring Data Center revenues and strong AI demand, but premium valuation suggests a hold stance.

QCOMNegative Net Change NVDANegative Net Change MRVLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Ciena Gears Up to Release Q3 Earnings: Here's What to Expect

CIEN's fiscal Q3 results are likely to reflect surging cloud provider revenues, WaveLogic traction and growing Blue Planet adoption despite margin pressures.

MNegative Net Change DLTRNegative Net Change CIENNegative Net Change AVGONegative Net Change

Supriyo Bose

Qualcomm Declines 8.3% in Past Year: Time to Rethink QCOM Stock?

Qualcomm stock slid 8.3% in a year as China trade woes, rising R&D costs and tough competition weigh on margins despite Snapdragon and auto gains.

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Nalak Das

2 Must-Buy AI-Focused Tech Giants With Solid Earnings Estimate Revision

APH and APP stand out with strong AI-driven growth, soaring demand, and sharp earnings estimate revisions boosting momentum.

APHNegative Net Change APPNegative Net Change