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communications: Archive

Subhasish Mukherjee

Lumentum's AI Laser Chip Momentum Builds: More Upside Ahead?

LITE's AI laser chip business gains steam with record EML shipments, surging 200G demand and expanding CPO opportunities supporting growth.

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Aritra Chatterjee

VIAV Stock Rises 430.7% in a Year: How to Play the Stock

VIAV surges 430.7% in a year as AI data center demand, aerospace growth and Spirent assets boost revenue outlook and testing market reach.

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Zacks Equity Research

Zacks Investment Ideas feature highlights: Gilat Satellite Networks, Satellogic and EchoStar

GILT draws attention ahead of the SpaceX IPO as revenue growth, earnings estimate upgrades and satellite demand fuel investor interest.

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Shivangi Deora

What Should Investors Do With Ciena Stock Ahead of Q2 Earnings?

CIEN heads into Q2 results with a $1.5B revenue outlook, booming AI network demand and a record $7B backlog despite ongoing supply constraints.

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Aritra Chatterjee

Keysight Stock Rises 113.2% in the Past Year: How to Play the Stock

KEYS shares surge 113.2% in a year as AI, networking, defense and semiconductor demand boost growth, cash flow and estimate trends.

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Supriyo Bose

IBM Expands Lightedge Tie-Up for Improved Cloud Offering: Worth a Buy?

IBM deepens Lightedge tie-up, integrating PowerVS into Lightedge???s hybrid cloud offering to simplify IBM Power management across providers.

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Shreya Majumder

ONDS Wins $110M in Q2 Orders: Can Its Defense Strategy Pay Off?

Ondas topped $110M in quarter-to-date orders and added $30M+ in May, as rising backlog and diversified defense programs fuel growth.

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Supriyo Bose

Diodes Surges 148% in a Year: Reason to Buy the Stock Now?

DIOD shares rise 147.5% in a year as auto, industrial automation and AI data-center demand fuel a growing pipeline of design wins.

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Supriyo Bose

ASE Technology Rides on AI & Advanced Packaging Boom: Worth a Buy?

AI-driven demand is boosting ASX's advanced packaging, with leading-edge packaging/testing revenues expected to more than double.

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Zacks Equity Research

Viasat Q4 Earnings Miss Estimates Despite Y/Y Revenue Increase

VSAT's Q4 FY26 revenues and earnings miss estimates, even as broadband demand, defense growth and a bigger backlog lift results.

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