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communications: Archive

Aritra Chatterjee

Corning Q3 Sales Jump 19% as AI Optical Demand and Margins Accelerate

GLW's Q3 sales surge 19% as AI-driven optical demand fuels earnings growth and margin expansion, while major customer deals support its long-term outlook.

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Arijit Sarkar

Is CLS a Buy Now as AI Growth Collides With Premium Valuation Risks?

Celestica's AI-driven growth and rising earnings support its outlook, but a valuation premium, higher capital spending and cash flow pressures raise the stakes.

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Arijit Sarkar

CLS Raises 2026 Outlook as AI Demand Powers an Aggressive 2027 Ramp

Celestica raises its 2026 guidance and targets $40B in 2027 revenues as AI demand surges, but rising capital spending and cash flow pressures pose challenges.

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Zacks Equity Research

SBA Communications to Report Q3 Earnings: What to Expect From SBAC?

SBA Communications' Q3 2026 revenues and AFFO per share are expected to have declined as leasing growth faces tenant churn, cautious carrier spending and rising costs.

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Zacks Equity Research

SIMO Q3 Earnings Beat Estimates on Robust Ferri & SSD Sales

Silicon Motion's Q3 2026 earnings surge 335% as robust SSD controller and Ferri sales fuel revenue growth, margin expansion and an upbeat fourth-quarter outlook.

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Supriyo Bose

Jabil vs. Viavi: Which AI Infrastructure Stock is the Better Buy Now?

JBL and VIAV are benefiting from rising AI infrastructure demand, but differences in growth prospects, stock performance and valuation make one a better buy.

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Aritra Chatterjee

T vs. GLW: Which Telecom Infrastructure Stock Is the Better Buy?

AT&T and Corning are tapping into 5G, fiber and AI-driven connectivity demand, but differences in growth, valuation and financial risks warrant a closer look.

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Supriyo Bose

ERIC vs. NOK: Which 5G Infrastructure Stock is the Better Buy Now?

Nokia edges out Ericsson as the better 5G infrastructure stock, backed by stronger 2026 growth estimates and stock gains, despite its higher valuation.

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Supriyo Bose

5 Stocks With High ROE to Bet on as AI-Infused Rally Spurs Markets

MU, TEL, ANET, VICI and URI stand out as high-ROE stocks amid an AI-driven market rally.

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Zacks Equity Research

TMUS Q3 Earnings Beat Estimates on Strong Service Revenue Growth

TMUS' Q3 2026 earnings beat estimates as service revenues and ARPA growth boost profitability, prompting higher 2026 cash flow and EBITDA guidance.

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