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Zacks Equity Research

Intel Rides on Strong Gross Margin Expansion: Will it Sustain?

INTC's Q3 2025 non-GAAP gross margin jumped to 40% on higher revenue, favorable product mix and cost optimization, as PC upgrade cycle and AI PC momentum lift results.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Aniruddha Ganguly

Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?

CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.

CSCONo Net Change NVDANegative Net Change ANETNegative Net Change HPENegative Net Change

Aniruddha Ganguly

Lumentum Stock Rides on Strong AI Push: A Sign of More Upside?

AI-driven demand is fueling LITE's laser chips and optical transceivers, with over 60% of revenues tied to AI infrastructure and cloud growth.

CIENNo Net Change MRVLNegative Net Change LITEPositive Net Change

Zacks Equity Research

Ondas Holdings' Counter-UAS Push: A Powerful Growth Catalyst?

ONDS is ramping up in the booming counter-drone market with record revenues, strategic acquisitions and a layered detect-to-defeat system.

ONDSPositive Net Change RCATNegative Net Change DPROPositive Net Change

Zacks Equity Research

TEF Ties Up With IQM & CESGA to Deploy Spain's First Quantum Computers

Telefonica backs Europe's quantum push as CESGA deploys two IQM systems by 2026, while the telco rolls out its Transform & Grow strategy to drive growth and savings.

ERICNegative Net Change TEFPositive Net Change CLFDNegative Net Change UINegative Net Change

Zacks Equity Research

Key Reasons to Add Crown Castle Stock to Your Portfolio Now

CCI is positioned to benefit from rising wireless data demand, long-term carrier leases and a solid balance sheet supporting network expansion.

CCIPositive Net Change CUZPositive Net Change DLRPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Ericsson, Nokia and CommScope

Ericsson leads a group of 5G stocks as enterprise demand, rising data traffic and global network upgrades set the stage for the next growth wave.

ERICNegative Net Change NOKPositive Net Change COMMNegative Net Change

Zacks Equity Research

3 Satellite Stocks Positioned to Gain From 2026 Connectivity Growth

Satellite Internet is reshaping global connectivity as LEO networks expand, driving rapid market growth and investment through 2026.

SATSPositive Net Change IRDMNegative Net Change TSATNegative Net Change

Aritra Chatterjee

VZ Introduces 5G Network Slice Solution: Will it Boost Prospects?

Verizon launches 5G Network Slice Enhanced Internet, offering capped-free high uplink speeds to support AI, cloud apps and enterprise use cases.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Aritra Chatterjee

CLS Rides on Steady Revenue Growth: Will the Uptrend Persist?

Celestica's revenues grow 27.8% to $3.19B, beating guidance as data center demand and AI infrastructure fuel strong cash flow momentum.

JBLNegative Net Change FLEXNegative Net Change CLSPositive Net Change

Zacks Equity Research

Ericsson Ties Up With Industry Giants to Showcase Ultra-Low-Latency 5G

ERIC helped deliver a 90% cut in 5G latency in a live Tokyo trial, showing advanced 5G can support real-time XR on commercial networks.

QCOMPositive Net Change ERICNegative Net Change CLFDNegative Net Change UINegative Net Change

Zacks Equity Research

3 Must-Watch 5G Stocks Poised for the Next Growth Wave in 2026

Enterprise 5G use cases, surging data traffic, and major global network deals are setting the stage for ERIC, NOK, and COMM's next growth wave.

ERICNegative Net Change NOKPositive Net Change COMMNegative Net Change

Zacks Equity Research

SATS Arm Unveils Rugged LEO Terminals for Mission-Critical Connectivity

EchoStar boosts next-gen satellite reach as Hughes launches ruggedized LEO terminals for OneWeb, targeting enterprise, disaster response and remote ops.

WDCPositive Net Change SNDKPositive Net Change TDCNo Net Change SATSPositive Net Change

Supriyo Bose

Can Completion of Qualcomm's Alphawave Buyout Deal Propel Its Shares?

QCOM completes $2.4B Alphawave Semi buyout, aiming to boost AI, data center and 5G chip capabilities for future growth.

INTCNegative Net Change QCOMPositive Net Change AMDPositive Net Change

Abhinab Dasgupta

Beat the Market the Zacks Way: Micron, Credo, Coca Cola in Focus

Micron, Credo and Coca-Cola headline Zacks' latest wins, with select portfolios and focus lists posting sharp gains despite a mixed market week.

KOPositive Net Change AMGNPositive Net Change SBUXPositive Net Change NUNegative Net Change MUPositive Net Change TMONegative Net Change LRCXPositive Net Change DYNegative Net Change AERPositive Net Change CRDOPositive Net Change HGNegative Net Change

Bryan Hayes

Weekly Option Windfall: AI Communications Giant Flexes 30% Profit Potential

Regardless of whether CIEN increases in price, remains flat, or even loses 10%, our option spread trade will produce a 30% return.

CIENNo Net Change

Zacks Equity Research

BlackBerry Q3 Earnings & Revenues Beat Estimates Despite Headwinds

BB topped fiscal Q3 2026 EPS and revenue guidance, lifted fiscal 2026 outlook and posted record QNX sales even as total revenue dipped year over year.

GWRENegative Net Change CHGGPositive Net Change TEAMNegative Net Change BBNegative Net Change

Zacks Equity Research

Is AST SpaceMobile Ready for Scalable Growth With BlueBird 6?

ASTS' BlueBird 6, its most advanced satellite, is set to launch on Dec. 21, 2025, aiming to deliver high-speed Internet direct to smartphones.

VSATNegative Net Change IRDMNegative Net Change ASTSNegative Net Change

Aritra Chatterjee

GLW Gains From Solid Revenue Growth: Will the Uptrend Continue?

GLW posts strong Q3 revenue growth as AI-driven optical demand, Gorilla Glass adoption, and a push into U.S. solar markets fuel momentum.

GLWPositive Net Change CLSPositive Net Change UINegative Net Change

Zacks Equity Research

4 Reasons Why You Should Add SBAC Stock to Your Portfolio Now

SBAC is positioned to benefit from carrier capex, long-term tower leases and portfolio expansion, even as shares dipped 4% over three months.

CUZPositive Net Change DLRPositive Net Change SBACPositive Net Change

Supriyo Bose

Buy 3 Momentum Anomaly Stocks as Markets Fall in the Last Leg of 2025

COMM, DDS and SANM show strong long-term momentum with recent pullbacks???an ideal setup for trend-savvy investors.

DDSPositive Net Change SANMNegative Net Change COMMNegative Net Change

Bryan Hayes

Bull of the Day: Ciena Corp. (CIEN)

Few companies have captured the AI momentum quite like this networking specialist.

CIENNo Net Change

Zacks Equity Research

Best Income Stocks to Buy for Dec. 18

NWFL, AMX and GTX made it to the Zacks Rank #1 (Strong Buy) income stocks list on Dec. 18, 2025.

AMXPositive Net Change NWFLPositive Net Change GTXPositive Net Change

Zacks Equity Research

New Strong Buy Stocks for Dec. 18: MTLS, AMX, and More

JRVR, CALX, MTLS, AMX and NWFL have been added to the Zacks Rank #1 (Strong Buy) List on Dec. 18, 2025.

AMXPositive Net Change CALXNegative Net Change MTLSNo Net Change JRVRPositive Net Change NWFLPositive Net Change

Supriyo Bose

Forget AT&T, Buy These 3 Promising Telecom Stocks Instead for 2026

AT&T faces rising headwinds, while ERIC, COMM and VIAV emerge as strong 5G and fiber plays to watch in 2026.

TPositive Net Change ERICNegative Net Change COMMNegative Net Change VIAVNegative Net Change