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Supriyo Bose

IBM Stock Plunges on AI Threat From Anthropic: Time to Rethink?

IBM stock has tumbled 20.6% in three months after Anthropic's Claude Code threatened its legacy COBOL moat - can hybrid cloud and watsonx offset the risk?

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Zacks Equity Research

Will QCOM's Utility Market Expansion With Anterix Deal Boost Shares?

Qualcomm partners with Anterix to boost private 4G/5G networks for U.S. utilities, enhancing smart grid and IoT deployment.

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Zacks Equity Research

NetApp Q3 Earnings Beat Estimates on Healthy Top-Line Growth

NTAP tops Q3 estimates as AI-ready infrastructure and all-flash demand lift revenues, with strong EPS and a fresh dividend signaling momentum.

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Zacks Equity Research

Gorilla Technology to Report Q4 Earnings: Here's What to Expect

GRRR gears up for Q4 results on March 2, with estimates pointing to strong 2025 earnings growth and margin gains from AI-driven projects.

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Supriyo Bose

Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?

ANET's Arista 2.0 gains traction as 150M port milestone, AI push and SaaS focus power its next phase of cloud networking growth.

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Zacks Equity Research

ADTRAN Beats Q4 Earnings Estimates on Healthy Revenue Growth

ADTN beats Q4 estimates as revenue jumps on cloud, fiber and AI demand, narrows losses and guides Q1 sales to $275-$295M amid macro risks.

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Supriyo Bose

3 Communication Stocks Likely to Benefit From Industry Tailwinds

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical challenges. VIV, LUMN and VEON are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

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