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internet: Archive
Do Nebius Mega Deals Increase Customer Concentration Risk?
by Zacks Equity Research
NBIS lands mega AI cloud deals with Microsoft and Meta, selling out GPU capacity and boosting long-term revenue visibility as capex and concentration risks rise.
internet tech-stocks
Akamai Introduces ISV Catalyst to Accelerate Cloud Growth
by Zacks Equity Research
AKAM launches ISV Catalyst, a referral-based partner program that cuts first-year fees and helps ISVs build, market and sell on its global cloud.
internet tech-stocks
Zacks Industry Outlook Highlights GoDaddy, MakeMyTrip and QuinStreet
by Zacks Equity Research
GoDaddy stays in focus as Internet delivery stocks face macro headwinds but lean on pricing power, global expansion and digital demand.
computers internet
Palantir Stock's Valuation: Overstretched or Rightfully Earned?
by Zacks Equity Research
PLTR's valuation towers over peers with sky-high multiples, testing whether Palantir's AI growth and execution can justify what investors are paying.
computers internet tech-stocks
Intuit & Circle Team Up for Smarter Money Movement With Stablecoins
by Zacks Equity Research
Intuit partners with Circle in a multi-year deal to integrate stablecoin infrastructure and USDC for refunds, payments, remittances and savings.
fin-tech internet
Paychex Q2 Earnings & Revenues Surpass Estimates, Increase Y/Y
by Zacks Equity Research
PAYX beats on 2Q26 earnings and revenues. EPS grows 10.5% y/y and sales rise 18.3%, as management solutions led growth.
computers internet
E-Commerce Powers Holiday Sales: 4 Stocks With Upside for 2026
by Vasundhara Sawalka
Amazon stands out as e-commerce drives a record 2025 holiday season, with Cyber Monday at $14.25 billion and online sales projected at $253.4 billion.
internet retail
CRWV Stock Crashes 49% in 3 Months: Buy the Dip or Hold Back for Now?
by Shreya Majumder
CoreWeave has plunged nearly 50% from its highs as supply-chain delays, heavy CapEx and leverage hit shares despite a massive $55.6B backlog.
artificial-intelligence business-services cloud-computing internet software tech-stocks
3 Internet Delivery Services Stocks to Watch Amid Industry Challenges
by Anirudha Bhagat
Inflationary pressure, still-high interest rates and tariffs are major concerns for the Zacks Internet - Delivery Services industry. However, efforts to adopt consumer preferences and technological advancements are likely to help GDDY, MMYT and QNST navigate the headwinds.
computers internet internet-content tech-stocks
Accenture Earnings Beat Estimates in Q1, Revenues Increase Y/Y
by Zacks Equity Research
ACN tops 1Q26 earnings and revenue estimates as bookings rise in the double digits, while managed services strength offsets mixed consulting results.
computers internet