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internet: Archive

Zacks Equity Research

PayPal's Branded Checkout & OpEx Concern: Will Growth be Affected?

PYPL flags softer Q4 branded checkout growth and rising 2026 OpEx as it pushes investments.

Shuvra Shankar Dey

UiPath Expands Influence in the Global Automation Ecosystem

UiPath's expanding alliances with Microsoft, Amazon and Salesforce boost its global automation reach and help it outperform its industry.

Zacks Equity Research

Guidewire Q1 Earnings Match Estimates, Revenues Increase Y/Y

GWRE posts strong Q1 with revenues beating guidance and cloud demand surging, prompting raised full-year forecasts.

Shreya Majumder

TTD's Innovations This Quarter Set the Stage for Long-Term Growth

The Trade Desk unveils major Kokai upgrades, new data tools and AI-driven trading modes as it aims to accelerate growth into 2026.

Zacks Equity Research

Zacks Investment Ideas feature highlights: Alphabet, Meta Platforms, Nvidia, Microsoft, Cisco and MongoDB

NVDA and peers gain focus as Zacks outlines five reasons the AI trade remains early, from liquidity tailwinds to rising software benefits.

Zacks Equity Research

Block's BFCM Transactions Reach 142M: Is the Growth Strengthening?

XYZ's 124M Black Friday, Cyber Monday transactions and strong local spending momentum highlight rising engagement across its ecosystem.

Harshit Gupta

Can Rigetti Maintain Its Balance Sheet Strength While Scaling R&D?

RGTI's strong cash position fuels its quantum roadmap, but rising R&D spend raises questions about sustaining balance sheet strength.

Zacks Equity Research

Foundry & Gotham: The Engines Driving Palantir's Enterprise AI Rise

PLTR accelerates beyond defense as Foundry and Gotham drive surging commercial adoption and fuel its sharp stock gains.

Zacks Equity Research

Zacks Industry Outlook Highlights Criteo and NetEase

CRTO and NTES stand out as global, AI-driven operators gaining traction as the Internet Software & Services industry strengthens.

Brian Bolan

Bear Of The Day: F5 (FFIV)

Despite beating the number in each of the last four quarters, estimates have fallen based on low growth but the valuation is compelling.