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communications: Archive
Flex's $4.4B EPC Power Buyout: A Bigger Bet on AI Data Center Growth?
by Zacks Equity Research
FLEX's $4.4 billion EPC Power deal strengthens its AI infrastructure portfolio, targeting 800V power architectures and potential growth in revenue and margins.
FLEXPositive Net Change SANMPositive Net Change VRTPositive Net Change
artificial-intelligence business-services cloud-computing communications electric-vehicles energy tech-stocks
Disney Expands Its Parks Pipeline: Can it Boost Long-Term Growth?
by Subhasish Mukherjee
DIS' $60B parks investment is adding attractions and cruise capacity as Experiences revenue and profit climb, but returns hinge on visitor demand.
DISPositive Net Change CMCSAPositive Net Change FUNNegative Net Change
communications consumer-discretionary
Can AT&T's Latest Smartphone Offers Boost Customer Satisfaction?
by Zacks Equity Research
T expands its smartphone lineup with the Samsung Galaxy S26 FE, pairing flexible pricing, upgrade options and customer-focused benefits.
TPositive Net Change VZPositive Net Change TMUSPositive Net Change
communications internet mobile tech-stocks
The Zacks Analyst Blog Highlights SpaceX, Verizon and AT&T
by Zacks Equity Research
SpaceX briefly reclaimed a $2 trillion valuation as Starlink growth, launch dominance and AI investments bolster its long-term growth story.
TPositive Net Change VZPositive Net Change SPCXPositive Net Change
communications
ASML Bets Big on AI & Capacity Expansion: Should You Buy the Stock?
by Supriyo Bose
ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.
ASMLPositive Net Change SIMOPositive Net Change AEISPositive Net Change
artificial-intelligence communications electronics iot semiconductor tech-stocks
Jabil Rises 36.2% Year to Date: Should You Buy the Stock?
by Aritra Chatterjee
JBL's AI infrastructure growth and diversified portfolio are fueling gains, but supply chain risks and customer concentration remain key concerns.
JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change
artificial-intelligence communications tech-stocks
Top Research Reports for Apple, Broadcom & Shell
by Mark Vickery
Apple, Broadcom and Shell show long-term strengths, but rising costs, AI execution risks and market volatility cloud their near-term outlooks.
AAPLPositive Net Change AVGOPositive Net Change KVHIPositive Net Change SHELPositive Net Change WTSPositive Net Change MDBNegative Net Change HOODNegative Net Change
communications computers oil-energy semiconductor
ANET Rises 37.3% in Six Months: Is There More Room to Grow?
by Aritra Chatterjee
Arista Networks has surged 37.3% in six months as AI demand, supply-chain gains and strong cash flow fuel its growth outlook.
ANETPositive Net Change CSCOPositive Net Change HPEPositive Net Change
artificial-intelligence communications tech-stocks
Zacks.com featured highlights include Fortinet, Brinker International, Lincoln Electric and Lam Research
by Zacks Equity Research
Fortinet's 2026 growth outlook, AI security push and rising earnings estimates make it a standout GARP stock to watch.
EATNegative Net Change LRCXPositive Net Change LECOPositive Net Change FTNTNegative Net Change
communications computers industrial-products restaurants semiconductor
Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?
by Supriyo Bose
SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.
SIMOPositive Net Change AMDPositive Net Change IBMPositive Net Change
communications electronics iot semiconductor tech-stocks telecom