Back to top

computers: Archive

Zacks Equity Research

The Zacks Analyst Blog Tencent, Bilibili, Baidu, Alibaba and JD.com

China's shift to looser policy and rising tech momentum set the stage for a 2026 rebound, with Tencent among top U.S.-listed plays.

BIDUPositive Net Change TCEHYPositive Net Change JDPositive Net Change BABAPositive Net Change BILIPositive Net Change

Mark Vickery

Top Stock Reports for Amazon.com, Toyota Motor & Intuit

Amazon.com, Toyota Motor and Intuit lead today's Zacks Research Daily, highlighting diverging performance, guidance updates and strategic shifts.

AMZNPositive Net Change TMPositive Net Change ELPositive Net Change FUJIYPositive Net Change INTUPositive Net Change KODKPositive Net Change AMNFNo Net Change COINPositive Net Change

Shuvra Shankar Dey

ARM Stock Declines 13% in a Year: Should You Buy the Dip?

ARM shares are down 13% in a year, but strong network effects and solid growth outlook clash with a still-stretched valuation.

QCOMNegative Net Change NVDAPositive Net Change ARMNegative Net Change

Harshit Gupta

Can RGTI's Strategic Partnerships Speed Its Path to Quantum Scale?

Rigetti is deepening partnerships across AI, academia and government to validate its quantum roadmap.

IONQPositive Net Change RGTIPositive Net Change QBTSPositive Net Change

Zacks Equity Research

Can Intel's AI Focus Restore Its Competitive Edge & Boost Shares?

INTC is in talks to buy AI start-up SambaNova for $1.6 billion, aiming to speed AI chip development and deliver full AI systems to customers.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change

Bryan Hayes

Micron Slips Ahead of Earnings: Is the AI Memory Demand Priced In?

Micron has delivered one of the year's most impressive performances, with shares rising more than 180% year-to-date.

MUPositive Net Change

Mrithunjoy Kaushik

Can SERV's Rapid Fleet Expansion Drive a Step-Change in Revenue Growth?

Serve Robotics surpasses 2,000 deployed robots as rising utilization, longer operating hours and improving autonomy point to a scaling inflection.

LDOSPositive Net Change SERVPositive Net Change VRTPositive Net Change BBAIPositive Net Change

Shivangi Deora

What is Driving Western Digital's Gross Margin Expansion in FY26?

WDC's margin momentum is accelerating as high-capacity HDD demand, rising ASPs and steady cost cuts power stronger profitability into fiscal 2026.

WDCNegative Net Change STXNegative Net Change MUPositive Net Change

Jeremy Mullin

Bull of the Day: Marvell Technology (MRVL)

This data infrastructure stock just pulled back despite an earnings beat, rising estimates, and accelerating AI driven growth.

MRVLPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Microsoft, Novartis, RTX and Air T

Microsoft leads Zacks??? top research picks today, alongside Novartis and RTX, highlighting cloud, pharma innovation and defense demand shaping 2025.

NVSPositive Net Change MSFTNegative Net Change AIRTPositive Net Change RTXPositive Net Change

Zacks Equity Research

Marvell and Chipotle have been highlighted as Zacks Bull and Bear of the Day

Marvell and Chipotle have been highlighted as Zacks Bull and Bear of the Day

AMDPositive Net Change CMGPositive Net Change MRVLPositive Net Change MTSIPositive Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights Lumentum, Coherent and Fabrinet

Lumentum, Coherent and Fabrinet have been highlighted in this Investment Ideas article.

FNPositive Net Change COHRPositive Net Change LITEPositive Net Change

Zacks Equity Research

Zacks.com featured highlights include TE Connectivity, Enersys, Donaldson, Lam Research and Leidos

TE Connectivity, Enersys, Donaldson, Lam Research and Leidos have been highlighted in this Screen of The Week article.

LRCXPositive Net Change TELPositive Net Change DCINegative Net Change ENSPositive Net Change LDOSPositive Net Change

Mark Vickery

Top Research Reports for Microsoft, Novartis & RTX

Microsoft, Novartis and RTX headline Zacks' top research picks, spotlighting cloud, pharma innovation and defense demand shaping market leaders.

RYAAYPositive Net Change NVSPositive Net Change MSFTNegative Net Change JCIPositive Net Change VLOPositive Net Change AIRTPositive Net Change RTXPositive Net Change

Shuvra Shankar Dey

UiPath Soars 51% in Three Months: Accumulate Now or Wait for a Pause?

PATH shares are up 51% in three months as agentic AI adoption accelerates, lifting deal sizes, margins and confidence in UiPath's automation growth story.

AIPositive Net Change PATHPositive Net Change PLTRPositive Net Change

Zacks Equity Research

Serve Robotics Deploys 2,000 Robots & Leads U.S. Sidewalk Delivery

SERV reaches its 2025 target with 2,000+ autonomous robots, becoming the largest U.S. sidewalk delivery fleet through rapid expansion and disciplined execution.

APHNegative Net Change NVDAPositive Net Change SERVPositive Net Change VRTPositive Net Change

Shivangi Deora

Nebius Stock Up 74% in Six Months: Should Investors Hold or Offload?

NBIS stock surges in six months, but stretched valuation, rising costs and execution risks are raising doubts about its near-term outlook.

AMZNPositive Net Change MSFTNegative Net Change NBISPositive Net Change CRWVPositive Net Change

Supriyo Bose

Can These 3 Semiconductor Stocks Lead the Next Tech Rally in 2026?

NVDA, AMD and MTSI are poised to ride the AI wave, chip demand surge and policy tailwinds into the next tech rally.

AMDPositive Net Change NVDAPositive Net Change MTSIPositive Net Change

Aparajita Dutta

Buy These 5 Dividend Growth Stocks Amid Heavy Tech Sell-Offs

TEL and four other dividend growth stocks stand out as tech sell-offs deepen, offering steadier income and growth amid AI bubble fears.

LRCXPositive Net Change TELPositive Net Change DCINegative Net Change ENSPositive Net Change LDOSPositive Net Change

Kinjel Shah

Buy These 5 Best Value Stocks to Boost Your Portfolio in December

Here we discuss five value stocks that are cheap in terms of price-to-book, price-to-sales and PEG. These are StoneCo, GM, EnerSys, Deutsche Bank and Keros.

DBPositive Net Change GMPositive Net Change ENSPositive Net Change STNENegative Net Change KROSPositive Net Change

Santanu Roy

Take the Zacks Approach to Beat the Markets: Liquidia, Western Digital & Johnson & Johnson in Focus

Liquidia shares have surged 43.9% since an October upgrade, as Zacks highlights stock wins and portfolio results despite a volatile market.

JNJPositive Net Change WDCNegative Net Change PEPNegative Net Change HIIPositive Net Change CORNegative Net Change CMCPositive Net Change HCANegative Net Change FICONegative Net Change COHRPositive Net Change NOBLPositive Net Change NTBNegative Net Change LQDAPositive Net Change

Zacks Equity Research

Is the Options Market Predicting a Spike in Kimball Electronics Stock?

Investors need to pay close attention to KE stock based on the movements in the options market lately.

KEPositive Net Change

Zacks Equity Research

AI-Fueled Demand to Boost Micron Technology's DRAM Revenues in Q1

MU's DRAM revenues are likely to surge 58% year over year in Q1 as AI workloads boost demand for high-performance memory.

AMDPositive Net Change MUPositive Net Change NVDAPositive Net Change MRVLPositive Net Change

Anirudha Bhagat

ASML Holding Stock Trades Near 52-Week High: Is It Still Worth Buying?

ASML trades near a 52-week high as EUV dominance, High-NA progress and AI-driven chip demand support its long-term case.

NVDAPositive Net Change ASMLPositive Net Change MRVLPositive Net Change AVGOPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Apple, Alphabet, Amazon and Microsoft

AAPL is up more than 40% in six months, driven by iPhone and Services strength, but valuation concerns and rising AI competition cloud the 2026 outlook.

AMZNPositive Net Change AAPLNegative Net Change MSFTNegative Net Change GOOGLPositive Net Change