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communications: Archive

Shrabana Mukherjee

Dycom Stock Up 21.2% Year to Date: Is the Rally Still Worth Chasing?

DY's record backlog, fiber demand and rising data center exposure support growth, but its valuation premium and cash flow trends warrant attention.

DYPositive Net Change PWRPositive Net Change MYRGPositive Net Change MTZPositive Net Change

Supriyo Bose

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

IBMNegative Net Change ASTSNegative Net Change TPositive Net Change MSFTNegative Net Change VZPositive Net Change

Zacks Equity Research

Can AT&T's Disaster Connectivity Efforts Drive Customer Satisfaction?

AT&T is preparing for Tropical Storm Lala in Hawaii, reinforcing its network and deploying disaster-response resources to help keep customers connected.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

LSCCPositive Net Change SIMOPositive Net Change

Aritra Chatterjee

Verizon vs. Nokia: Which Telecom Stock is the Better Buy Now?

VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.

VZPositive Net Change NOKPositive Net Change ERICNo Net Change

Zacks Equity Research

Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027?

CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.

CSCONegative Net Change CIENNegative Net Change ANETNegative Net Change

Aritra Chatterjee

Viavi Solutions Gains From AI Infrastructure Demand as Margins Expand

Viavi Solutions benefits from AI infrastructure demand as data center growth, new testing capabilities and expanding margins lift results.

VIAVPositive Net Change ADTNPositive Net Change KNPositive Net Change

Zacks Equity Research

Can AI Infrastructure Drive Verizon's Next Long-Term Growth?

VZ is tapping its fiber network for AI connectivity, with a $1B+ Google deal and more hyperscaler agreements in the pipeline.

VZPositive Net Change TPositive Net Change LUMNPositive Net Change

Aritra Chatterjee

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

CLSNegative Net Change ANETNegative Net Change AMDPositive Net Change CSCONegative Net Change HPENegative Net Change

Aritra Chatterjee

Viavi Solutions Stock: Is Growth Worth the Premium Valuation Now?

VIAV's growth is accelerating, but a premium valuation and weak quantitative signals raise questions about how much upside remains.

VIAVPositive Net Change ADTNPositive Net Change KNPositive Net Change