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communications: Archive
Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?
by Supriyo Bose
CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.
CSCONegative Net Change CIENNegative Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications iot software tech-stocks
AT&T vs. Comcast: Which Telecom Stock is a Better Buy Right Now?
by Aritra Chatterjee
AT&T and Comcast are doubling down on fiber and wireless, but diverging strategies highlight different growth paths ahead.
TNegative Net Change VZNegative Net Change CMCSAPositive Net Change
communications tech-stocks telecom
Intel vs. Qualcomm: Which Chipmaker is Better Poised for Mobile & 5G?
by Supriyo Bose
QCOM gains edge over INTC in AI PCs and 5G, with stronger 2025 growth forecasts and broader connected tech traction.
INTCNegative Net Change QCOMNegative Net Change NVDAPositive Net Change AVGOPositive Net Change
artificial-intelligence autonomous-vehicles communications computers iot mobile tech-stocks
KT, TRMB Partner to Deliver Real-Time GNSS Positioning in South Korea
by Zacks Equity Research
KT Corporation partners Trimble to deliver centimeter-level GNSS precision in Korea, fueling ADAS, IoT growth and cutting AI/IT revenue ties to core strategy.
CTSHNegative Net Change KTNegative Net Change TRMBPositive Net Change NTGRPositive Net Change
automation communications iot tech-stocks utilities
Can AT&T's Fiber Densification Help Bridge the Digital Divide?
by Supriyo Bose
T is betting big on fiber densification to reach 60 million locations by 2030 and help close the digital divide nationwide.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change
communications iot mobile tech-stocks
Globalstar & Telecom CLM to Expand Alcazar Teleport for C-3 System
by Zacks Equity Research
GSAT doubles its Alcazar Teleport footprint in Spain, boosting satellite network resilience across Europe.
NTGRPositive Net Change WTSNegative Net Change GSATNegative Net Change UIPositive Net Change
communications tech-stocks
Tariff Pressures Mount: Will China Exposure Slow APH Stock's Momentum?
by Zacks Equity Research
Amphenol's datacom momentum may slow as rising China tariffs add compliance costs and margin pressure.
APHNegative Net Change TELNegative Net Change COMMNegative Net Change
communications finance tech-stocks
Can Intel Be Leaner & More Agile by Laying Off 529 Employees?
by Supriyo Bose
INTC cuts 529 jobs across Oregon to streamline operations, reduce complexity and refocus on core chip and data center R&D.
INTCNegative Net Change MSFTPositive Net Change METAPositive Net Change
artificial-intelligence communications computers iot semiconductor tech-stocks
Will Solid Momentum in Premium Handset Vertical Drive QCOM's Growth?
by Aritra Chatterjee
Qualcomm's Snapdragon 8 Elite powers Samsung's latest Galaxy Z Fold7 as it gains ground in the premium handset market despite growing competition.
QCOMNegative Net Change AAPLPositive Net Change AVGOPositive Net Change
artificial-intelligence communications tech-stocks
Will Growing AI Proliferation Drive Sustainable Growth for Celestica?
by Zacks Equity Research
CLS rides the rising AI hardware demand with innovative switches and storage solutions targeting data centers and edge AI.
JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change
artificial-intelligence communications tech-stocks
AST SpaceMobile Trades at a Premium: Time to be Cautious?
by Zacks Equity Research
ASTS surges 262.8% in a year, but its high valuation raises red flags amid rising R&D costs and macro headwinds.
VSATNegative Net Change GSATNegative Net Change ASTSPositive Net Change
communications tech-stocks
Can IBM Power11 Server Redefine Business Application Processes?
by Supriyo Bose
IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.
AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change
artificial-intelligence communications computers iot tech-stocks
TELNY Acquires GlobalConnect's Norwegian Consumer Unit for NOK 6B
by Zacks Equity Research
Telenor's NOK 6B deal to buy GlobalConnect's fibre business boosts its market share to 29% and fuels long-term digital growth in Norway.
CTSHNegative Net Change NTGRPositive Net Change TELNYNegative Net Change UIPositive Net Change
business-services communications emerging-markets finance tech-stocks utilities
The Zacks Analyst Blog Highlights T-Mobile US, AstraZeneca and Comcast
by Zacks Equity Research
TMUS, AZN, and CMCSA show diverging paths as 5G gains, pipeline growth, and streaming resilience shape their outlooks.
AZNNegative Net Change CMCSAPositive Net Change TMUSPositive Net Change
communications
Top Analyst Reports for T-Mobile, AstraZeneca & Comcast
by Mark Vickery
TMUS, AZN, and CMCSA each face market headwinds, but new analyst reports highlight strengths shaping their outlooks.
AZNNegative Net Change ETRNegative Net Change CMCSAPositive Net Change UHSNegative Net Change ALGNPositive Net Change TMUSPositive Net Change
communications consumer-discretionary medical
Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?
by Supriyo Bose
ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.
NOKPositive Net Change CSCONegative Net Change ANETPositive Net Change
artificial-intelligence cloud-computing communications iot saas tech-stocks
Can Intel Benefit From Higher Tax Credits in the New Tax Bill?
by Supriyo Bose
INTC may gain from 35% chip tax credits as it accelerates U.S. manufacturing under its IDM 2.0 strategy.
INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence communications computers iot tech-stocks
VZ Rides on Healthy Traction in the Consumer Segment: Will it Persist?
by Zacks Equity Research
VZ gains momentum with strong 5G adoption, low churn and a customer-focused strategy driving growth in the Consumer segment.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change
communications tech-stocks
LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?
by Zacks Equity Research
Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change LUMNPositive Net Change
artificial-intelligence cloud-computing communications tech-stocks utilities
One Big Beautiful Bill Act Fuels AT&T's Fiber Densification
by Supriyo Bose
AT&T leans into the One Big Beautiful Bill Act to supercharge fiber growth and expand 5G into underserved areas.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change
artificial-intelligence communications iot mobile tech-stocks
IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?
by Supriyo Bose
Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.
MSFTPositive Net Change IBMNegative Net Change CDWPositive Net Change RBRKNegative Net Change
artificial-intelligence cloud-computing communications computers iot tech-stocks
T Optimizes Portfolio With Strategic Divestiture: Will it Fuel Growth?
by Aritra Chatterjee
AT&T sheds its remaining 70% stake in DIRECTV to refocus on 5G and fiber growth amid rising streaming competition.
TNegative Net Change CMCSAPositive Net Change CHTRPositive Net Change
communications tech-stocks
Celestica Jumps 67.9% Year to Date: Is the Stock Still a Buy?
by Aritra Chatterjee
CLS is up 67.9% YTD, beating peers and its sector. Can product innovation and strong liquidity keep it climbing?
JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change
communications electronics tech-stocks
QCOM Shares Gain 28.2% in Three Months: How to Play the Stock?
by Aritra Chatterjee
Qualcomm jumps 28.2% in three months on strong chip demand and innovation, but faces stiff competition and estimate cuts.
INTCNegative Net Change QCOMNegative Net Change AVGOPositive Net Change
artificial-intelligence communications tech-stocks
IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?
by Supriyo Bose
IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.
AMZNPositive Net Change MSFTPositive Net Change IBMNegative Net Change DTEGYPositive Net Change
artificial-intelligence cloud-computing communications computers cybersecurity iot software tech-stocks