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communications: Archive
SPCX to Acquire 800 MHz Spectrum for Superior Network: Buy the Stock?
by Supriyo Bose
SpaceX's acquisition of Grain Management's 800 MHz spectrum could boost Starlink Mobile's coverage, strengthen its wireless ambitions and unlock growth opportunities.
SPCXPositive Net Change TNegative Net Change VZNegative Net Change
artificial-intelligence communications iot mobile tech-stocks telecom
BlackBerry's Alloy Kore Win Adds Over $100 Million to QNX Backlog
by Shreya Majumder
BB's landmark Alloy Kore win adds over $100 million in future QNX royalties, boosting its automotive software opportunity despite near-term revenue delays.
BBPositive Net Change QCOMNegative Net Change NVDANegative Net Change
automation business-services cloud-computing communications earnings-performance earnings-report robotics tech-stocks
Is BlackBerry Stock Worth Buying as Growth Faces a Premium Valuation?
by Shreya Majumder
BB's QNX growth, rising cash flow and stronger earnings outlook bolster its investment case, but a steep valuation premium raises the stakes for execution.
BBPositive Net Change NVDANegative Net Change MBLYPositive Net Change
artificial-intelligence automation communications earnings-growth earnings-report earnings-surprise growth-investing robotics tech-stocks valuation
BlackBerry Jumps 13.3% in a Week as QNX and Earnings Momentum Build
by Shreya Majumder
BlackBerry shares rallied 13.3% in a week as record QNX revenues and higher fiscal 2027 guidance fueled optimism, but a steep valuation raises execution risks.
BBPositive Net Change MSFTPositive Net Change NVDANegative Net Change
automation communications cybersecurity earnings-performance earnings-report electric-vehicles stock-performance stock-price-change stock-price-movement tech-stocks
Ciena's Openreach Deal: Can 1.6Tb/s Technology Drive Its Growth?
by Shreya Majumder
CIEN's Openreach deployment of 1.6Tb/s optical technology positions it to capitalize on rising bandwidth demand from AI, data centers, cloud adoption and subsea networks.
CIENPositive Net Change NOKPositive Net Change GLWPositive Net Change
artificial-intelligence business-services cloud-computing communications internet tech-stocks
Silicon Motion Boosts AI Infrastructure Capabilities: Reason to Buy?
by Supriyo Bose
SIMO's AI storage expansion, led by MonTitan, fuels growth prospects, but supply-chain constraints and stiff competition pose risks. Is it a buy?
SIMOPositive Net Change AMDNegative Net Change IBMPositive Net Change
artificial-intelligence communications electronics iot semiconductor tech-stocks
Jabil's FY27 AI Revenue Surge Could Redefine Its Growth Story in 2027
by Aritra Chatterjee
Jabil expects AI revenues to surge 54% to $22.1 billion in fiscal 2027, fueling infrastructure growth and margin gains while raising execution challenges.
JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change
communications tech-stocks
Celestica Rises 25.7% YTD: Buy, Sell or Hold the Stock?
by Aritra Chatterjee
CLS is riding AI infrastructure and 800G/1.6T networking demand, but customer concentration and competition pose risks to its growth.
CLSPositive Net Change JBLPositive Net Change SANMPositive Net Change
artificial-intelligence communications tech-stocks
Can Celestica's Expanding Communications Portfolio Benefit the Stock?
by Zacks Equity Research
CLS expands its communications portfolio with 1.6T Ethernet, optical technologies and open networking for AI and cloud.
CLSPositive Net Change JBLPositive Net Change SANMPositive Net Change
artificial-intelligence automation communications tech-stocks
5 Ways to Invest Around Terafab Without Betting on Tesla or SpaceX
by Rimmi Singhi
TSLA and SPCX's $16.8B Terafab project could fuel demand for chip equipment, packaging, materials and power suppliers. Explore five ways to invest.
INTCNegative Net Change TSMNegative Net Change TSLAPositive Net Change SPCXPositive Net Change
aerospace artificial-intelligence autonomous-vehicles communications electric-vehicles semiconductor tech-stocks