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tech-stocks: Archive

Zacks Equity Research

SMCI's Rack-Scale AI Strategy: Is it the Next Growth Engine?

Super Micro Computer is scaling rack-scale AI to 6,000 racks a month, betting rising demand offsets near-term margin pressure from custom platform upgrades.

Zacks Equity Research

Ondas Holdings' Counter-UAS Push: A Powerful Growth Catalyst?

ONDS is ramping up in the booming counter-drone market with record revenues, strategic acquisitions and a layered detect-to-defeat system.

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.

Zacks Equity Research

Blackbaud Up 12.5% in a Month: How to Approach the Stock Now?

BLKB aims for AI-led product launches and margin expansion, targets Rule of 45 by 2030 and boosts cash flow as shares jump 13% in a month.

Zacks Equity Research

TEF Ties Up With IQM & CESGA to Deploy Spain's First Quantum Computers

Telefonica backs Europe's quantum push as CESGA deploys two IQM systems by 2026, while the telco rolls out its Transform & Grow strategy to drive growth and savings.

Ritujay Ghosh

Buy 3 Tech Stocks as Santa Rally Begins With a Record High S&P 500

Tech stocks rebound as the S&P 500 hits a record close, putting ADI, AMZN and FTV in focus as investors eye growth potential into 2025.

Tirthankar Chakraborty

Forget NVDA: 2 AI Stocks Crushing it in 2025 With More Upside Ahead

NVIDIA is up 36.6% this year as AI demand powers CUDA, Blackwell and H200 chips, but trade tensions and rivals push investors toward other AI winners.

Urmimala Biswas

Quantum Enablers Poised for 40% Plus Growth in 2026: INTC, AVGO & TER

INTC, AVGO and TER stand out as quantum enablers, already generating revenues and projected to deliver 40%+ earnings growth in 2026.