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communications: Archive

Aniruddha Ganguly

Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCOPositive Net Change NVDAPositive Net Change EXTRPositive Net Change ANETPositive Net Change

Zacks Equity Research

Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?

INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.

INTCPositive Net Change AMDNegative Net Change ARMPositive Net Change

Zacks Equity Research

T Accelerates Fiber Network Expansion: Will it Boost Competitive Edge?

T hits 30M fiber locations ahead of schedule, fueling growth plans and intensifying the broadband race with rivals.

TPositive Net Change VZNegative Net Change CHTRPositive Net Change

Supriyo Bose

Qualcomm to Expand Into Data Centers With Alphawave Semi Buyout

QCOM will acquire Alphawave Semi for $2.4B, expanding into data centers and AI with high-performance chiplets.

INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change

Zacks Equity Research

GILT Wins Orders Worth $27M for Stellar Blu ESA Terminals Portfolio

Gilat lands $27M in new ESA terminal orders as its Stellar Blu platform gains traction across aviation markets.

BLKBPositive Net Change GILTPositive Net Change ACIWPositive Net Change UPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Johnson & Johnson, T-Mobile, The Boeing and Franklin Financial Services

JNJ, TMUS, BA, and FRAF show strong momentum as earnings growth, market share, and strategic moves fuel investor confidence.

BAPositive Net Change JNJPositive Net Change TMUSPositive Net Change FRAFPositive Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENPositive Net Change ONDSNegative Net Change

Zacks Equity Research

IDT Stock Gains Following Strong Q3 Earnings and Margin Expansion

IDT posts strong third-quarter fiscal 2025 results with record 37.1% gross margin and double-digit growth across NRS and Fintech segments.

IDTNegative Net Change

Zacks Equity Research

CLFD is Steadily Expanding Fiber Portfolio: Will It Boost Prospect?

Clearfield sees 151% profit jump in key segment as it targets growth from fiber demand and BEAD program.

GLWPositive Net Change COMMPositive Net Change CLFDPositive Net Change

Zacks Equity Research

QCOM Gains Traction in Automotive: Will It Deliver Sustainable Growth?

Qualcomm accelerates auto ambitions with 59% growth and fresh ADAS deals. However, growing competition remains a concern.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCOPositive Net Change ANETPositive Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Aritra Chatterjee

QCOM Expands V2X Portfolio With Strategic Buyout: Is the Stock a Buy?

Qualcomm acquires Autotalks to deepen its V2X tech edge, aiming to boost smart mobility and expand its Snapdragon portfolio. Growing competition, China exposure are concerns.

INTCPositive Net Change QCOMNegative Net Change NVDAPositive Net Change

Supriyo Bose

INTC Plunges 35% in the Past Year: Should You Dump the Stock?

INTC stock plunges 35% in a year as margin pressures, China risks and AI missteps cloud its turnaround efforts.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Will an Innovative Game Pipeline Drive TTWO's Net Bookings Growth?

Take-Two Interactive rides a 17% bookings surge as demand for Grand Theft Auto, NBA 2K and new titles fuels its growth outlook.

MSFTPositive Net Change TTWOPositive Net Change EANegative Net Change

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Aritra Chatterjee

Clearfield Soars 35.5% in 3 Months: Should You Buy the Stock Now?

CLFD stock soars on innovative product rollouts, improved margin backed by cost optimization and supply chain improvements.

GLWPositive Net Change COMMPositive Net Change CLFDPositive Net Change

Zacks Equity Research

CIEN Stock Tanks 13% on Q2 Earnings Miss, AI Demand Drives Sales Y/Y

Ciena's fiscal Q2 2025 results reflect surging demand for high-speed connectivity in cloud computing and AI amid evolving tariff rates and rising costs.

CIENPositive Net Change GLWPositive Net Change VIAVPositive Net Change ATUSPositive Net Change

Aritra Chatterjee

Will VZ's Growing Prowess in V2X Technology Boost Competitive Edge?

Verizon debuts its Edge Transportation Exchange, aiming to lead the V2X market with 5G, edge compute, and precise geolocation tech.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Mastercard, Verizon Communications, Stryker, Espey Mfg. & Electronics and Comstock Holding

MA, VZ, SYK, ESP, and CHCI show strength across sectors, with solid growth, tech advances, and strategic positioning in 2025.

MAPositive Net Change VZNegative Net Change SYKPositive Net Change ESPPositive Net Change CHCIPositive Net Change

Aritra Chatterjee

AT&T Unveils Tailored Plan for 55+: Will it Drive Customer Growth?

T bets on affordability and security to compete in the 55+ segment, offering bundled wireless and Internet plan.

TPositive Net Change VZNegative Net Change TMUSPositive Net Change

Supriyo Bose

Beat the Market Blues With These Leading Cloud Computing Stocks

Cloud computing giants like MSFT, GOOGL, AMZN, and ANET are fueling digital transformation and investor opportunity.

AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change ANETPositive Net Change

Supriyo Bose

Will the Launch of watsonx AI Labs Be a Game Changer for IBM?

IBM opens watsonx AI Labs in NYC to co-create enterprise AI with startups and scale-ups, boosting its AI innovation push.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Arista Stock Surges 12.5% in 3 Months: Worth a Solid Buy?

ANET gains 12.5% in three months as strong demand, AI focus and software strength fuel investor optimism.

CSCOPositive Net Change ANETPositive Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights T-Mobile US, Verizon and Gogo

Despite industry headwinds, TMUS, VZ and GOGO are positioned to benefit from 5G growth and broadband momentum.

VZNegative Net Change TMUSPositive Net Change GOGONegative Net Change