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Zacks Equity Research

AD Q2 Earnings Beat Estimates on Strong Site Rental Growth

Array Digital Infrastructure beat Q2 estimates as site rental revenues surge 95%, while spectrum sales boost gains and 2026 guidance.

ADNegative Net Change ADINegative Net Change AMATNegative Net Change KEYSNegative Net Change

Zacks Equity Research

TDS Q2 Earnings Beat Estimates on Spectrum Gains, Fiber Growth

TDS' Q2 earnings surged on spectrum sales, while fiber growth acceleratesd as itand liftsed its full-year address target to 250,000-300,000.

TDSPositive Net Change ADINegative Net Change AMATNegative Net Change KEYSNegative Net Change

Aritra Chatterjee

Optimum Q2 Earnings Miss Tests Its 2026 Outlook and Cost Discipline

OPTU's Q2 revenue and subscriber declines weigh on results, while margin expansion and cost cuts offer support for its 2026 outlook.

OPTUPositive Net Change

Aritra Chatterjee

Is OPTU Stock a Buy as Mobile Growth Meets Debt and Revenue Risks?

OPTU's mobile growth and efficiency gains offer promise, but declining revenue, high leverage and negative cash flow temper the case.

OPTUPositive Net Change TPositive Net Change VZNegative Net Change

Aritra Chatterjee

OPTU Stock Falls 28% in a Month: Is the Weakness an Opportunity?

OPTU's 28% monthly drop highlights broadband pressure, but mobile growth, convergence and cost gains could offer a path to recovery

OPTUPositive Net Change TPositive Net Change VZNegative Net Change

Zacks Equity Research

WBD Q2 Earnings Beat Estimates, Revenues Miss on Studios Weakness

Warner Bros. Discovery's Q2 earnings beat estimates as streaming growth and margin gains offset steep weakness in Studios and Global Linear Networks.

WBDPositive Net Change KTBPositive Net Change VIKNegative Net Change NMAXNegative Net Change

Zacks Equity Research

Zacks Investment Ideas feature highlights: Palantir, SpaceX, Cerebras and NVIDIA

A sharp July jobs miss could ease rate-hike fears, while Palantir, SpaceX, Cerebras and NVIDIA show signs of AI stock stabilization.

NVDANegative Net Change PLTRPositive Net Change SPCXPositive Net Change CBRSPositive Net Change

Aniruddha Ganguly

Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

CSCO's Q4 fiscal 2026 results may reflect strong networking and AI demand, while memory costs, Splunk???s cloud shift and competition remain key concerns.

CSCOPositive Net Change DELLPositive Net Change ANETPositive Net Change HPEPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights SpaceX, Arista Networks and The Boeing

SpaceX, Arista Networks and Boeing face contrasting catalysts, from AI and network demand to space, defense and execution risks.

BANegative Net Change ANETPositive Net Change SPCXPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research

Tesla and SpaceX's $16.8B Terafab plan could spur demand for chipmaking tools, putting four equipment stocks in focus.

KLACNegative Net Change LRCXNegative Net Change AMATNegative Net Change TSLAPositive Net Change ONTONegative Net Change SPCXPositive Net Change