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Neha Gupta

Author Profile

Neha Gupta

Author

Neha Gupta has been in the finance space for over 20 years. She has a diploma in business administration and have successfully completed Level III of CFA. She has written on stocks, forex, crypto, commodities, hedge fund and various other financial instruments.

Contributing since: 2013

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Articles by Neha Gupta

AstraZeneca (AZN) Seeks FDA Approval for New Lung Cancer Treatment. Can It Fuel Oncology Growth?

AstraZeneca PLC (US) (NYSE:AZN) is on the cusp of unlocking a new growth engine in lung cancer treatment.

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October 8 - Hedge Funds, News

Is TD Synnex Corp (SNX) the Next AI Infrastructure Stock to Watch on Price Target Hike?

TD SYNNEX Corporation (NYSE:SNX) is positioned to benefit from the rapid expansion of enterprise artificial intelligence as companies move from AI experimentation to production...

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October 8 - Hedge Funds, News

Is Advanced Micro Devices Inc. (AMD) Right to Bet $8.2 Billion on the Future of Physical AI?

Advanced Micro Devices, Inc. (NASDAQ:AMD) has set its sights on gaining early visibility into workloads that could define the next generation of artificial intelligence chips.

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October 7 - Hedge Funds, News

Should You Buy Space Exploration Technologies Corp. (SPCX) on AI Compute Business Potential?

Space Exploration Technologies Corp.

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October 7 - Hedge Funds, News

Is Advanced Micro Devices (AMD) Still a Buy After Its 180% Plus Rally?

The rapid expansion of artificial intelligence is creating a major opportunity in the central processing unit (CPU) market, positioning Advanced Micro Devices, Inc.

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October 3 - Hedge Funds, News

Snowflake (SNOW) Is Up 50%—Is the Stock Still a Buy?

The rapid adoption of artificial intelligence is driving demand for larger and increasingly sophisticated data workloads.

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October 3 - Hedge Funds, News

Is CoreWeave (CRWV)’s Recent Pullback a Buying Opportunity?

Is CoreWeave, Inc. (NASDAQ:CRWV) becoming a buying opportunity after its recent sell-off? That is the question, as the stock is down about 38% from its 2026 highs.

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September 28 - Hedge Funds, News

Should You Buy Oracle (ORCL) Amid Project Jupiter and Negative Cash Flow Concerns?

Oracle Corporation (NYSE:ORCL) continues to insist that its massive 2.5-gigawatt AI data center campus, known as Project Jupiter, remains on schedule.

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September 28 - Hedge Funds, News

Why is Intel Corporation (INTC) up over 33%? Is the Rally Sustainable?

Intel Corporation (NASDAQ:INTC) is benefiting from renewed investor optimism surrounding its CPU business as surging artificial intelligence demand drives greater demand for computing...

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September 27 - Hedge Funds, News

Is Gemini 4 the Catalyst Alphabet (GOOGL) Needs to Win the AI Race?

Alphabet Inc. (NASDAQ:GOOGL) is approaching another important milestone in its artificial intelligence push.

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September 27 - Hedge Funds, News

Is Synopsys (SNPS) a Breakout Play as Headwinds Subside and BNP Paribas Upgrades?

Is the tide slowly turning for Synopsys, Inc.

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September 27 - Hedge Funds, News

Could AI Commerce Reshape Meta (META)’s Business Model?

Meta Platforms, Inc.

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September 27 - Hedge Funds, News

Will SanDisk (SNDK) Ride the Next Wave of AI-Driven NAND Demand?

SanDisk Corporation (NASDAQ:SNDK) is positioned to benefit from the rapid expansion of AI infrastructure as hyperscalers increase spending on training and inference workloads.

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September 27 - Hedge Funds, News

What Catalysts Could Drive Qualcomm (QCOM)’s Stock Higher or Lower?

Qualcomm Incorporated (NASDAQ:QCOM) is increasingly focused on the premium smartphone market, where consumers tend to have greater purchasing power.

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September 27 - Hedge Funds, News

Is Alibaba (BABA)’s AI Investment Strategy Sustainable?

Alibaba Group Holding Limited (NYSE:BABA) is stepping up its artificial intelligence ambitions with a new AI accelerator that the company describes as China’s most powerful.

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September 27 - Hedge Funds, News

Beyond the Sell‑Off: Why Paychex (PAYX)’s PEO Engine Still Matters

Paychex, Inc. (NASDAQ:PAYX) may have been unfairly punished after its stock fell more than 5% following its fiscal first-quarter 2027 results.

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September 26 - Hedge Funds, News

Is Tenet Healthcare Corporation (THC) A Solid Play on Expanding Ambulatory Business?

Tenet Healthcare Corporation (NYSE:THC) is increasingly relying on its ambulatory business as an important driver of growth, combining favorable long-term outpatient trends with...

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September 26 - Hedge Funds, News

Azure’s Inflection Point: Can Microsoft (MSFT) Balance AI Growth With Capex Risk?

Microsoft Corporation (NASDAQ:MSFT) has lagged the broader market amid growing concerns about ballooning capital expenditure.

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September 25 - Hedge Funds, News

Here’s How CrowdStrike (CRWD) is Betting on AI Agent Security to Drive Future Growth

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is increasingly viewing artificial intelligence as an opportunity rather than a threat to its software business.

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September 25 - Hedge Funds, News

What Growth Assumptions Are Baked Into PG&E Corporation (PCG)’s Valuation?

PG&E Corporation (NYSE:PCG) remains exposed to significant wildfire-related liabilities in California, as lawmakers have failed to reach consensus on reforms that would reduce...

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September 25 - Hedge Funds, News

Is On Holding (ONON)’s Mbappé Partnership a Game Changer?

On Holding AG (NYSE:ONON) is expanding beyond its traditional running and tennis categories as it seeks to become a global sportswear brand.

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September 25 - Hedge Funds, News

Ciena (CIEN) Stock Gets a $550 Price Target as AI Networking Opportunity Expands

Ciena Corporation (NYSE:CIEN) is positioned to benefit from the growing importance of optical networking as artificial intelligence infrastructure expands.

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September 25 - Hedge Funds, News

Tigress Raises Alphabet (GOOGL) Price Target to $485 as AI Fuels Growth. Can the Momentum Last?

AI leadership is increasingly becoming a key growth engine across Alphabet Inc. (NASDAQ:GOOGL)’s core businesses.

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September 24 - Hedge Funds, News

Intuit (INTU) Bets on AI and Big Bets. Can They Offset Slower Growth?

Intuit Inc. (NASDAQ:INTU) used its Investor Day to reinforce its long-term growth strategy rather than introduce a major change to its financial outlook.

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September 24 - Hedge Funds, News

Can Globant (GLOB)’s AI Pivot Lead to Better Economics? Early Results Offer Hope

Artificial intelligence is tearing up the business model that built Globant S.A. (NYSE:GLOB). The company’s stock price has dropped sharply to around $40 from $350 in 2021.

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September 23 - Hedge Funds, News

Wells Fargo Raises Salesforce’s Price Target. Can $1.5 Billion Agentforce ARR Drive Growth?

Salesforce, Inc. (NYSE:CRM) remains deeply embedded with its customers despite growing concerns that artificial intelligence could disrupt its core software business.

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September 23 - Hedge Funds, News

Microsoft (MSFT) Raises Its Dividend 8%. Does AI Spending Change the Investment Case?

Microsoft Corporation (NASDAQ:MSFT) continues to demonstrate its commitment to returning capital to shareholders even as it ramps up spending on cloud computing and artificial...

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September 22 - Hedge Funds, News

Twist Bioscience (TWST) Expands AI Drug Discovery Exposure With Lilly TuneLab Partnership

Twist Bioscience Corporation (NASDAQ:TWST) is on the cusp of gaining significant exposure to the rapidly evolving artificial intelligence (AI)-driven drug discovery ecosystem.

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September 22 - Hedge Funds, News

Stellantis (STLA) Reportedly Eyes $1.16 Billion France Van Investment

Stellantis N.V. (NYSE:STLA) is stepping up investments in its European manufacturing operations even as it targets €6 billion in annual savings by 2028.

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September 22 - Hedge Funds, News

Is Generac Holdings Inc. (GNRC) Stock a Top AI Infrastructure Play After $2.4 Billion Amazon Deal?

Generac Holdings Inc.

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September 22 - Hedge Funds, News

Tower Semiconductor (TSEM): $1.3 Billion in Silicon Photonics Contracts Puts AI Growth in Focus

Tower Semiconductor Ltd.

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September 22 - Hedge Funds, News

Nucor (NUE)’s Stronger Steel Prices Fail to Offset Rising Costs in Q3 Outlook

Nucor Corporation (NYSE:NUE) came under pressure after issuing third-quarter earnings guidance that fell short of Wall Street expectations.

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September 22 - Hedge Funds, News

Faraday Future (FFAI) Bets on Robotics Beyond EVs, but the Revenue Opportunity Still Needs Proof

Faraday Future Intelligent Electric Inc. (NASDAQ:FFAI) is accelerating its push into robotics as it seeks to diversify beyond its original focus on luxury electric vehicles.

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September 21 - Hedge Funds, News

ResMed Inc. (RMD)’s Sleep Apnea Leadership Supports Growth Despite Rising Competitive Pressures

ResMed Inc. (NYSE:RMD) is well positioned to benefit from the long-term growth of the global obstructive sleep apnea (OSA) treatment market.

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September 19 - Hedge Funds, News

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including...

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September 19 - Hedge Funds, News

Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning.

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September 19 - Hedge Funds, News

Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business.

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September 19 - Hedge Funds, News

Allegiant Travel Company (ALGT) Stock Has Upside as Sun Country Merger Synergies Build

Allegiant Travel Company (NASDAQ:ALGT) has declined year-to-date, but the airline’s outlook is improving following the Sun Country Airlines acquisition.

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September 18 - Hedge Funds, News

Tesla, Inc. (TSLA) Eyes Europe’s Electric Truck Boom With Semi Expansion

Tesla, Inc. (NASDAQ:TSLA) is expanding beyond passenger electric vehicles.

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September 18 - Hedge Funds, News

Zscaler, Inc. (ZS)’s Growth Engine Is Strong, But Slowing ARR Could Pressure the Stock

Zscaler, Inc. (NASDAQ:ZS) remains in a phase of robust growth as innovation drives heightened platform adoption.

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September 16 - Hedge Funds, News

Here’s Why Kinetik Holdings Inc. (KNTK)’s Strong Fundamentals Could Fuel a Potential Takeover

According to a September 9 Bloomberg report, Kinetik Holdings Inc.

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September 15 - Hedge Funds, News

Meta Platforms Inc. (META) Stock Could Surge as AI Monetization Gains Momentum, Says JPMorgan

Meta Platforms, Inc. (NASDAQ:META) could be entering a new phase of artificial intelligence monetization.

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September 15 - Hedge Funds, News

Robinhood (HOOD) Expands Prediction Markets With Crypto.com Partnership

Robinhood Markets, Inc. (NASDAQ:HOOD) is continuing to position prediction markets as an important part of its broader growth strategy.

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September 13 - Hedge Funds, News

Roivant Sciences Ltd. (ROIV)’s Pulmonary Hypertension Breakthrough Could Transform Its Growth Story

Roivant Sciences Ltd.

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September 13 - Hedge Funds, News

Space Exploration Technologies Corp. (SPCX)’s $100 Billion Starbase Bet Could Transform Its Growth Outlook

Space Exploration Technologies Corp.

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September 12 - Hedge Funds, News

Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited

Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable of running large artificial intelligence models.

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September 12 - Hedge Funds, News

UiPath, Inc. (PATH) Stock Has AI Potential, But Slowing Growth Keeps Investors Cautious

UiPath, Inc. (NYSE:PATH) has underperformed the broader market year to date, with shares materially down for the year.

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September 12 - Hedge Funds, News

Block, Inc (XYZ)’s Bank Charter Push Signals Bigger Ambitions in Digital Assets

Block, Inc. (NYSE:XYZ) is taking another step toward consolidating its digital asset operations under a federal regulatory framework.

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September 12 - Hedge Funds, News

Salesforce Inc. (CRM)’s Potential Listen Labs Acquisition Could Boost Its Agentic AI Strategy

Salesforce Inc.

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September 12 - Hedge Funds, News

Nvidia (NVDA)’s 2 GW Australia AI Push Could Deepen Its Infrastructure Advantage

NVIDIA Corporation (NASDAQ:NVDA) is expanding its global AI infrastructure ambitions, with Australia emerging as an important new market for its growing portfolio of GPUs, CPUs...

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September 12 - Hedge Funds, News

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