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computers: Archive

Anirudha Bhagat

Zscaler's AI Bookings Jump 50%: Can AI Products Drive Growth?

ZS' AI-related bookings jump more than 50% sequentially in Q4'26, as rising AI security demand opens a new growth avenue.

ZSPositive Net Change PANWPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Microsoft, NVIDIA and Apple

Microsoft and NVIDIA combine strong cloud and AI growth with attractive valuations, while Apple offers a less AI-sensitive option within the Magnificent Seven.

AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Zacks Value Trader Highlights: ADM, Delek and Sanmina

ADM, Delek and Sanmina combine strong earnings growth with low valuation metrics, emerging from a screen of 50 Strong Buy stocks.

ADMNegative Net Change DKNegative Net Change SANMPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Intel, SK Hynix, Nvidia, Microsoft and Apple

Intel and SK Hynix heat up as a potential U.S. memory partnership draws attention, while AI demand and valuation widen the contrast.

INTCPositive Net Change AAPLPositive Net Change MSFTNegative Net Change NVDAPositive Net Change SKHYPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights AMD, Linde, Amgen and INNOVATE

AMD's AI infrastructure demand is broadening as EPYC CPUs and Instinct accelerators gain traction, while Helios ramps and multigigawatt commitments boost visibility.

AMDPositive Net Change AMGNPositive Net Change LINPositive Net Change VATENo Net Change

Zacks Equity Research

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

Microsoft's cloud momentum, expanding enterprise AI adoption and investment outlook support its stock after a 31.2% three-month surge.

AMZNNegative Net Change MSFTNegative Net Change ORCLPositive Net Change GOOGLNegative Net Change

Anirudha Bhagat

Salesforce vs. Twilio: Which Customer Engagement Stock Has the Edge?

TWLO's faster growth and direct AI communications exposure give it an edge over CRM despite a richer valuation and margin pressures.

CRMNegative Net Change TWLOPositive Net Change

Nalak Das

Buy 3 Top-Ranked Mid-Cap Big Data Stocks Amid Solid Short-Term Upside

WK, ACIW and ESTC combine strong estimate revisions with brokerage targets pointing to potential short-term upside.

ACIWNegative Net Change WKNegative Net Change ESTCNegative Net Change

Abhinab Dasgupta

Beat the Market Like Zacks: PBF, Palantir, Adobe in Focus

Market uncertainty persists, but Zacks highlights strong gains across key portfolios and stocks, including PBF, PLTR and ADBE

ICENegative Net Change ADPNegative Net Change DGXNegative Net Change TMONegative Net Change ADBENegative Net Change DKNegative Net Change MPWRPositive Net Change PBFNegative Net Change CHMGNegative Net Change PLTRPositive Net Change AVBCNegative Net Change

Mark Vickery

Top Research Reports for AMD, Linde & Amgen

AMD, Linde and Amgen highlight AI demand, contracted growth and drug launches, while supply, margin and pipeline risks remain key factors.

AMDPositive Net Change AMGNPositive Net Change LINPositive Net Change VATENo Net Change JCIPositive Net Change AONNegative Net Change PSXNegative Net Change