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computers: Archive
Is Adobe Well Positioned to Benefit From the Digital Content Boom?
by Tanuka De
ADBE's Digital Experience unit, anchored by Experience Cloud and AI tools Firefly and Sensei, targets surging demand for ads and e-commerce.
CRMPositive Net Change ADBEPositive Net Change GOOGLNegative Net Change
computers
Will ASML's High-NA Rollout Strengthen AI Chip Leadership?
by Tanuka De
ASML Holdings says first chips made with High-NA EUV tools are coming soon as $400M machines move from R&D validation into early production.
KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change
computers semiconductor
How KLA's Service Business Is Becoming a Long-Term Growth Anchor
by Zacks Equity Research
KLAC's service business generated $775M in March-quarter revenues as AI demand and longer tool lifecycles fuel durable growth.
KLACPositive Net Change ASMLPositive Net Change AMATPositive Net Change
computers
The Zacks Analyst Blog Highlights Opendoor Technologies, Zillow and Offerpad Solutions
by Zacks Equity Research
OPEN is improving resale velocity and inventory quality under Opendoor 2.0 as housing market weakness continues to pressure demand.
ZNegative Net Change OPENNegative Net Change OPADPositive Net Change
computers finance
Zacks Industry Outlook Highlights Vistance Networks and Ribbon Communications
by Zacks Equity Research
VISN and RBBN are benefiting from cloud adoption, AI-driven security demand and accelerating 5G network modernization trends.
VISNPositive Net Change RBBNPositive Net Change
computers internet
The Zacks Analyst Blog Highlights Meta Platforms, Alphabet, Amazon and Microsoft
by Zacks Equity Research
META slid more than 10% in a month as heavy AI spending and valuation concerns offset strong engagement and ad tool adoption.
AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change METAPositive Net Change
computers retail tech-stocks
The Zacks Analyst Blog Highlights Applied Materials, Shell and KLA
by Zacks Equity Research
AMAT, SHEL and KLAC are benefiting from AI, LNG and advanced packaging trends as strong execution drives growth and shareholder returns.
KLACPositive Net Change AMATPositive Net Change SHELNegative Net Change
computers oil-energy semiconductor
HPQ to Report Q2 Earnings: What's in the Cards for the Stock?
by Zacks Equity Research
HP heads into Q2 earnings results with AI PC demand and gaming products expected to support revenue growth.
HPQPositive Net Change CRMPositive Net Change DELLPositive Net Change ADSKPositive Net Change
artificial-intelligence computers tech-stocks
Zacks Investment Ideas feature highlights: Nvidia, Innodata, Credo Technology and Qualcomm
by Zacks Equity Research
NVDA posted another record quarter, while Innodata, Credo and Qualcomm emerge as AI plays tied to edge computing and data growth.
QCOMPositive Net Change NVDANegative Net Change INODNegative Net Change CRDOPositive Net Change
computers construction semiconductor
CoreWeave vs. Oracle: Which AI Infrastructure Stock is the Better Pick?
by Shreya Majumder
ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.
NVDANegative Net Change ORCLPositive Net Change CRWVNegative Net Change
artificial-intelligence business-services cloud-computing computers software tech-stocks