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View the Zacks #1 Rank List
communications: Archive
Can GFS' Marvell Deal for SiGe Capacity Expansion Accelerate Growth?
by Zacks Equity Research
GlobalFoundries is boosting SiGe capacity for MRVL as AI and cloud data centers drive demand for high-speed optical connectivity.
GFSPositive Net Change MRVLPositive Net Change TSMPositive Net Change UMCPositive Net Change
artificial-intelligence communications semiconductor tech-stocks
Can NOK's Network Automation Progress With MSFT Boost Profits?
by Zacks Equity Research
NOK expands its Microsoft partnership to build an AI-ready data foundation, helping telecom operators automate network operations.
NOKPositive Net Change MSFTNegative Net Change ERICNegative Net Change CSCONegative Net Change
artificial-intelligence automation communications tech-stocks
IBM Software Growth Slows: Will Recurring Revenue Support Recovery?
by Aritra Chatterjee
IBM's Software growth slows in Q2, but recurring revenue, Red Hat and Data gains may help offset weakness in Transaction Processing.
IBMNegative Net Change MSFTNegative Net Change ORCLNegative Net Change
communications tech-stocks
UMC Up 250% in the Past Year: Should Investors Bet on the Stock Now?
by Supriyo Bose
United Microelectronics' 250.1% one-year rally rides on rising utilization, strong 22/28nm demand and expanding AI opportunities, with earnings estimates moving sharply higher.
UMCPositive Net Change INTCNegative Net Change DIODPositive Net Change ASXPositive Net Change
artificial-intelligence communications iot tech-stocks
Zacks Industry Outlook Ubiquiti, InterDigital and Unusual Machines
by Zacks Equity Research
Ubiquiti, InterDigital and Unusual Machines have been highlighted in this Industry Outlook article.
IDCCPositive Net Change UINegative Net Change UMACNegative Net Change
communications
3 Stocks Worth Watching Following New Analyst Coverage
by Shrabana Mukherjee
New analyst coverage puts HEICO, Csquare and PLDT in focus as investors assess earnings trends, stock performance and profitability.
PHINegative Net Change HEI.APositive Net Change CSQRPositive Net Change
aerospace communications
ASX Up 230.9% in the Past Year: Should You Capitalize on the Euphoria?
by Supriyo Bose
ASE Technology's 230.9% one-year surge is fueled by booming AI packaging demand, rising LEAP volumes, margin expansion and a $10.5 billion 2026 capex plan.
ASXPositive Net Change UCTTPositive Net Change ACLSPositive Net Change
artificial-intelligence communications iot tech-stocks
3 Wireless Stocks Set to Benefit From Industry Tailwinds
by Supriyo Bose
Despite intense market volatility, solid demand for advanced networking architecture for increased broadband usage is driving the Zacks Wireless Equipment industry. UI, IDCC and UMAC are well-positioned to thrive despite the near-term challenges.
IDCCPositive Net Change UINegative Net Change UMACNegative Net Change
communications tech-stocks
Qualcomm Faces Margin Pressure From Rising Costs: Can it Recover?
by Zacks Equity Research
QCOM faces margin pressure from rising semiconductor costs, weaker handset demand and product mix, while Apple revenue is set to decline.
QCOMNegative Net Change INTCNegative Net Change AMDPositive Net Change
communications semiconductor tech-stocks
Corning Rides on Expanding Partner Base: Will it Boost Prospects?
by Zacks Equity Research
GLW expands AI and telecom partnerships with Meta, Amazon, NVIDIA and Verizon, boosting connectivity opportunities as AI data-center demand grows.
GLWPositive Net Change CIENPositive Net Change APHNegative Net Change
artificial-intelligence communications tech-stocks