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electronics: Archive
Networking Giant Drops on Earnings: Time to Load Up on Cisco?
by Bryan Hayes
The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.
CSCOPositive Net Change
artificial-intelligence cloud-computing communications computers cybersecurity datacenter earnings electronics investing saas software tech-stocks
Bull of the Day: Lumentum (LITE)
by Kevin Cook
Stellar beat-and-raise quarter ignites shares to $600 as top & bottom growth estimates track +76% & +270%
LITENegative Net Change NVDANegative Net Change TSMNegative Net Change COHRPositive Net Change CRDONegative Net Change
artificial-intelligence cloud-computing electronics robotics semiconductor
Bear of the Day: Qualcomm (QCOM)
by Shaun Pruitt
Until there is a resolution to the memory chip shortage, it wouldn't be surprising if there is more volatility ahead for Qualcomm stock.
QCOMPositive Net Change WDCNegative Net Change SNDKNegative Net Change
artificial-intelligence earnings electronics investing large-cap semiconductor tech-stocks
Vertiv Holdings: Powering the AI Boom with Critical Infrastructure Solutions
by Bryan Hayes
This stock has risen nearly 25% this year alone amid broadening recognition of its role in the AI ecosystem.
VRTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Here's Why Amphenol Stock Is a Buy Even With a Higher P/E of 29.36X
by Subhasish Mukherjee
APH's premium P/E doesn't stop shares from surging, as AI datacom demand, defense strength and upbeat 2026 guidance support the buy case.
APHPositive Net Change BDCNegative Net Change TELPositive Net Change HUBBPositive Net Change
artificial-intelligence electronics tech-stocks
3 Intriguing Stocks to Watch After Q4 Earnings: AMD, SPG, TER
by Shaun Pruitt
These top-rated stocks have been suitable candidates for the portfolio and are certainly going to draw investors' interest after their favorable Q4 results.
AMDPositive Net Change SPGPositive Net Change TERPositive Net Change AMZNNegative Net Change NVDANegative Net Change GOOGLNegative Net Change
artificial-intelligence dividend-investing dividends earnings electronics investing large-cap real-estate semiconductor tech-stocks
ARM to Post Q3 Earnings: Should the Stock Be in Your Portfolio Now?
by Shuvra Shankar Dey
ARM is set to report Q3 FY26 earnings on Feb. 4 after the bell, with the consensus mark indicating EPS of 41 cents and $1.24B in revenues as shares slide and valuation stays rich.
QCOMPositive Net Change NVDANegative Net Change ARMPositive Net Change
computers earnings-preview electronics semiconductor tech-stocks
Zacks Initiates Coverage of Expion360 With Neutral Recommendation
by Debasmita Chatterjee
Discover why Zacks initiated coverage on XPON with a "Neutral" rating, being the first on Wall Street to initiate coverage on the stock. Strong revenue growth, product innovation, and clean-energy momentum are offset by ongoing losses, limited scale and reliance on key customers.
XPONPositive Net Change
computers electronics tech-stocks
KLA's Q2 Earnings Loom: Should the KLAC Stock Be in Your Portfolio?
by Aniruddha Ganguly
KLAC rides strong AI and chip packaging demand into fiscal Q2, with top-line growth and margin pressure in focus.
KLACPositive Net Change AMATPositive Net Change TERPositive Net Change ACLSPositive Net Change
artificial-intelligence electronics tech-stocks
Is Sanmina Stock a Smart Buy Before Q1 Earnings Report?
by Arijit Sarkar
SANM heads into Jan. 26 earnings after buying ZT Systems' data center business, boosting Cloud and AI scale as estimates stay steady.
AMDPositive Net Change JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change
automation communications electronics iot tech-stocks