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artificial-intelligence: Archive
Buy the Drop in Broadcom or Oracle Stock After Earnings?
by Shaun Pruitt
Despite exceeding earnings expectations, Broadcom (AVGO) and Oracle (ORCL) stock have now fallen more than 15% since their much-anticipated quarterly results last week.
artificial-intelligence cloud-computing earnings electronics investing large-cap semiconductor tech-stocks
Quantum Computing Enablers to Win in 2026: AMD, ORCL & More
by Urmimala Biswas
Quantum's real 2026 winners may be enablers, not builders, as AMD, Oracle and others target early revenues from hybrid systems and security.
artificial-intelligence earnings semiconductor tech-stocks
Snowflake vs Alphabet: Which Cloud Data Stock Has an Edge Now?
by Nilanshi Mukherjee
SNOW's AI momentum is notable, but GOOGL's cloud growth, backlog strength, and stock performance give it the edge now.
artificial-intelligence tech-stocks
The Best AI Stocks to Buy for 2026 (LITE, COHR, FN)
by Ethan Feller
Lumentum, Coherent Corporation and Fabrinet stocks are on fire as Wall Street recognizes the potential in photonics technology
artificial-intelligence semiconductor
Dell Technologies vs. Apple: Which PC Stock Has an Edge Now?
by Nilanshi Mukherjee
DELL is positioning for upside via AI PCs, enterprise demand, and the Windows 11 refresh, despite Apple's M5 Macs and strong adoption keeping it ahead in PCs.
artificial-intelligence tech-stocks
Tempus AI Near $75 Target? Valuation, Upside and Risks
by Urmimala Biswas
Tempus AI's rally meets a $75 target. Here's how valuation, catalysts, risks, and key numbers set up the risk-reward into 2026.
artificial-intelligence healthcare medical medical-devices
Can IREN Sustain Growth Amid Its Rapidly Mounting Capex Burden?
by Subhasish Mukherjee
IREN's AI cloud push targets massive growth, but soaring GPU and data-center capex are straining cash flow and reshaping its long-term financial path.
artificial-intelligence cryptocurrency finance
Is Applied Digital Stock Still a Buy After 141% Surge in 6 Months?
by Kashvi Chandgothia
APLD's 141% surge is fueled by $11B in contracted leases, rising AI data center demand and growing revenue visibility from Polaris Forge.
artificial-intelligence finance tech-stocks
Shopify Shares Rise 42% in a Year: Will the Rally Continue in 2026?
by Aniruddha Ganguly
SHOP surges 41.6% in 12 months on accelerating growth in GMV and revenues, but valuation concerns temper the upside.
artificial-intelligence tech-stocks
Will Rising Capex Pressure Hurt Alibaba's Margin and AI Strategy?
by Zacks Equity Research
BABA's RMB 380B AI and cloud capex plan clouds margin outlook as management guides to prolonged compression and unclear payoff timing.
artificial-intelligence cloud-computing retail