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communications: Archive

Aritra Chatterjee

Is Nokia Attractive as AI Growth Meets Valuation and Execution Risks?

NOK's AI and Cloud growth prospects strengthen its outlook, but restructuring costs, weak cash conversion and mixed valuation warrant investor caution.

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Arijit Sarkar

VIAV's Q1 Beat and Q2 Outlook Highlight Data Center Momentum Ahead

VIAV's strong Q1 2027 earnings beat, upbeat Q2 2027 outlook and expanding data-center opportunities signal growth momentum, backed by rising optical-testing demand and margins.

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Arijit Sarkar

VIAV Falls 11.6% in the Past Month: Is the Sell-Off an Opportunity?

VIAV shares fell 11.6% in a month despite surging revenues and earnings, as strong data-center demand, rising estimates and valuation shape its investment appeal.

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Rimmi Singhi

Is Tesla Stock Worth Buying Now on Robotaxi & FSD Progress?

Tesla's robotaxi expansion and FSD adoption signal progress, but regulatory hurdles and rising costs raise questions about whether TSLA stock is a buy now.

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Supriyo Bose

SpaceX vs. AST SpaceMobile: Which Space Stock Has the Edge Now?

SPCX edges out ASTS with stronger 2026 growth prospects, a lower valuation and expanding AI ambitions, despite mounting investment costs.

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Aritra Chatterjee

TMUS vs. NOK: Which Telecom Stock is the Better Buy Now?

T-Mobile and Nokia are competing to capitalize on rising AI and cloud infrastructure demand, but differences in growth, profitability and valuation make this telecom comparison worth a closer look.

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Anirudha Bhagat

Can Twilio Convert Rising AI Demand Into Lasting Revenue Growth?

TWLO's AI-driven demand fuels 20% revenue growth in Q3 2026, but slowing organic growth forecasts raise questions about sustaining its momentum.

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Aritra Chatterjee

Qualcomm's $5 Billion Data Center Ramp Puts Execution in Focus Now

QCOM targets $5 billion in fiscal 2027 data center sales, but customer concentration, margin pressure and heavy investments put its execution to the test.

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Aritra Chatterjee

T vs. VZ: Which Telecom Stock is a Better Investment Right Now?

Verizon's stronger cash flow, improving subscriber trends and expanding fiber footprint give it an edge over AT&T despite intensifying telecom competition.

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Zacks Equity Research

Can Nokia's Expanded One New Zealand Deal Accelerate Its AI Growth?

NOK expands its One New Zealand partnership to advance autonomous networks, leveraging AI-driven solutions to improve network automation, operational efficiency and reliability.

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