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Zacks Equity Research

Fabrinet's Non-Optical Growth Accelerates: More Upside Ahead?

FN's push beyond optics pays off, with non-optical revenues surging 61% and automotive, lasers, and HPC driving strong fiscal Q2 growth.

JBLPositive Net Change FNPositive Net Change COHRPositive Net Change

Zacks Equity Research

Ericsson's Q1 Earnings Match Estimates, Revenues Decline Y/Y

ERIC Q1 earnings meet estimates but revenues decline, as soft demand weighs on performance despite some growth in key regions.

ERICNegative Net Change NOKPositive Net Change GLWNegative Net Change UIPositive Net Change

Zacks Equity Research

Can IBM's Extended Illinois Deal on Computing Innovation Stoke Growth?

International Business Machines expands Illinois partnership to advance quantum-centric supercomputing, integrating AI, quantum and HPC to tackle problems beyond current systems.

MSFTPositive Net Change IBMPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Buy 5 Stocks With High ROE as Markets Hit Record High on Likely Truce

ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets notch new highs on truce hopes.

GLWNegative Net Change ROSTPositive Net Change TELPositive Net Change AVGOPositive Net Change ANETPositive Net Change

Shivangi Deora

Ciena Soars 182% in 6 Months: Should Investors Buy the Stock Now?

CIEN has surged 178% on booming AI and cloud demand, with strong growth drivers and rising estimates signaling potential for further upside.

NOKPositive Net Change CSCOPositive Net Change CIENPositive Net Change ANETPositive Net Change

Zacks Equity Research

VZ to Boost Fan Experience at FIFA World Cup: Will it Drive Prospects?

Verizon's FIFA World Cup 2026 telecom sponsorship could showcase its 5G and fiber strengths, opening new revenue streams and boosting business prospects.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

SANM's Operating Margin Growth Moderates: Can Growth Be Sustained?

SANM's operating margin edges higher as AI and cloud demand boosted profitability, but rising costs tied to ZT Systems raise questions about sustaining growth.

JBLPositive Net Change FLEXPositive Net Change SANMPositive Net Change

Zacks Equity Research

Can Jabil's Alliance With Sivers for AI Data Center Boost Its Shares?

JBL teams up with Sivers Semiconductors to build 1.6T optical transceivers for AI data centers, aiming for faster, more energy-efficient networking.

AMDPositive Net Change JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Zacks Equity Research

Lumen & Amazon Web Services Partner to Simplify Cloud Connectivity

LUMN teams up with AWS to launch a cloud connectivity solution that cuts setup from weeks to minutes and embeds networking directly into cloud services.

AMZNPositive Net Change TPositive Net Change CCOIPositive Net Change LUMNPositive Net Change

Zacks Equity Research

Globalstar Stock Jumps on Amazon Buyout: What Lies Ahead?

GSAT surges after Amazon acquisition, positioning its spectrum and satellite assets at the core of a global direct-to-device connectivity push.

AMZNPositive Net Change IRDMNegative Net Change GSATNegative Net Change ASTSNegative Net Change