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Zacks Analyst Interviews: Archive

Sejuti Banerjea

Semiconductor Industry Outlook - Jan. 2016

Don't forget the increased automation on the factory and shop floors, which are facilitated by these tiny integrated circuits.

TNegative Net Change GENegative Net Change IBMNegative Net Change CSCOPositive Net Change

Sejuti Banerjea

Semiconductor Industry Outlook - May 2016

The industry says that the year started off slow with a 5.8% year-over-year decline in January and expects "modest" growth this year following a flattish 2015.

GENegative Net Change CSCOPositive Net Change

Nilanjan Choudhury

Oil & Gas Stock Outlook - Dec. 2015

Global oil demand will be driven by China, which continues to be the main catalyst to liquids consumption growth despite the current slowdown.

SLBPositive Net Change CVXPositive Net Change RRCPositive Net Change RDS.APositive Net Change

Nilanjan Choudhury

Oil & Gas Industry Outlook - April 2016

Oil is facing the heat on many fronts. Perhaps most important pertains to the mounting worries about China's crude demand.

RRCPositive Net Change COGPositive Net Change XECPositive Net Change

Sejuti Banerjea

Semiconductor Stock Outlook

Important drivers these days include the need for denser, lower-cost and more secure data centers and networks, and more intelligent network control, leading to the growth of software defined networking (SDN).

UMCPositive Net Change TXNPositive Net Change

Sejuti Banerjea

eCommerce & the Online Payments Land-Grab

With brands routinely pushing promos into your hands and the Internet pulling up images that draw your eye, buying stuff whether you need it or not has never been easier.

WMTPositive Net Change SYMCPositive Net Change MSFTNegative Net Change

Sejuti Banerjea

Semiconductor Stock Outlook - May 2015

While growth expectations have moderated over the past year or so due to adoption rates trailing expectations, the IoT space still expected to yield several hundred billion dollars for industry players over the next five years.

TXNPositive Net Change INTCPositive Net Change AAPLNegative Net Change

Sejuti Banerjea

Ecommerce Demand Up, App-based Services Emerge

The retail e-commerce market hasn't changed, meaning that we are still seeing very strong demand as well as growing competition.

WMTPositive Net Change SPLSPositive Net Change GRPNNegative Net Change

Sejuti Banerjea

Semiconductor Industry Outlook: The China Factor

China's chip consumption is the largest in the world (and growing), with most chips coming from international players.

UMCPositive Net Change TSMPositive Net Change

Sejuti Banerjea

Ecommerce Outlook, Part 1: Retailers Gear Up for the Holidays

Difficult comps notwithstanding, the ecommerce market continues to evolve very rapidly, with the broader outlook remaining very positive.

TWTRPositive Net Change GOOGLNegative Net Change EBAYNegative Net Change BABANegative Net Change