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artificial-intelligence: Archive

Aniruddha Ganguly

Sandisk Stock Rides on Datacenter Growth: A Sign of More Upside?

SNDK is seeing datacenter revenue surge on strong Stargate SSD demand, rising hyperscaler interest and AI tailwinds into fiscal 2026.

Aniruddha Ganguly

Lumentum Stock Rides on Strong AI Push: A Sign of More Upside?

AI-driven demand is fueling LITE's laser chips and optical transceivers, with over 60% of revenues tied to AI infrastructure and cloud growth.

Aniruddha Ganguly

AI & Security Push Aids Google Cloud: What's Ahead for GOOGL Stock?

Alphabet is leaning on fast-growing Google Cloud, with a $155 billion backlog, as AI, security and capex fuel momentum.

Om Jaiswal

MRVL's Data Center Revenues Hit $1.5B: Can the Momentum Continue?

Marvell Technology's data center revenues surpass $1.5B on surging AI demand, turning the segment into its dominant growth engine.

Zacks Equity Research

Will Kodiak Collaboration Strengthen Verizon's Growth Prospects?

VZ teams up with Kodiak AI to bring 5G and IoT to autonomous trucks, enabling safer, smarter, and more connected freight operations.

Zacks Equity Research

The Zacks Analyst Blog Highlights NVIDIA, Advanced Micro Devices, Intel, Micron Technology and BigBear.ai

Zacks' Analyst Blog says investors may look past NVIDIA as Micron and BigBear.ai outperform in 2025 and offer more upside from AI demand.

Om Jaiswal

Will DRAM Strength Drive Applied Materials' Next Growth Phase?

AMAT is gaining momentum from improving DRAM conditions, as AI-driven memory demand lifts spending outlook.

Arijit Sarkar

Will Partnership With Sovato Boost T's Prospects in Digital Health?

AT&T teams up with Sovato to expand digital healthcare access, combining 5G and cloud tools for virtual care in remote areas.