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computers: Archive

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.

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.

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.

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

Zacks Equity Research

Zacks Investment Ideas feature highlights Lumentum, Coherent and Fabrinet

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

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.

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.

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.

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.

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.