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Zacks Equity Research

CIEN Wins Space Norway Cable Deal: Can Subsea Networking Drive Growth?

Ciena secures a Space Norway contract to modernize Arctic subsea cables and deploy advanced networking technology, boosting capacity and connectivity.

CIENNegative Net Change NOKPositive Net Change CSCONegative Net Change GLWNegative Net Change

Rimmi Singhi

SpaceX Earnings Reignite Tesla-SpaceX Merger Buzz as Tesla Q3 Nears

SPCX's blockbuster earnings reignite Tesla merger speculation as Musk touts AI synergies, while TSLA faces a tough Q3 earnings test amid rising costs.

TSLAPositive Net Change SPCXNegative Net Change

Aritra Chatterjee

Is Verizon Stock Worth Buying Ahead of Q3 Earnings Release?

VZ heads into Q3 earnings with strong customer metrics, fiber expansion and an attractive valuation, but intense competition and high debt warrant caution.

VZPositive Net Change TNo Net Change TMUSNegative Net Change

Zacks Equity Research

Can Nokia's Latest Portfolio Move Strengthen Its AI Networking Focus?

NOK's planned ECE divestiture aims to sharpen its focus on AI networking as AI and Cloud revenue more than doubles and orders reach ???2.8 billion.

NOKPositive Net Change ERICPositive Net Change MSIPositive Net Change UIPositive Net Change

Zacks Equity Research

The Trade Desk Broadens CTV Ad Reach in Italy: A New Catalyst for TTD?

TTD expands CTV advertising reach in Italy with Skydance Pause Ads on HBO Max and discovery+, adding premium inventory as international CTV growth accelerates.

TTDPositive Net Change APPNegative Net Change MGNIPositive Net Change PUBMNegative Net Change

Zacks Equity Research

Can Ericsson's Latest 6G Milestone Strengthen Its Growth Outlook?

ERIC's first pre-standard 6G field call with Verizon in the 7 GHz band advances real-world testing as the company navigates uneven telecom spending and competition.

ERICPositive Net Change NOKPositive Net Change MSIPositive Net Change UIPositive Net Change

Zacks Equity Research

Sandisk and Camping World have been highlighted as Zacks Bull and Bear of the Day

Sandisk rides surging AI storage demand and record growth, while Camping World faces falling earnings estimates as cautious consumers curb RV spending.

SNDKNegative Net Change TSLAPositive Net Change CWHPositive Net Change SPCXNegative Net Change

Aritra Chatterjee

AKAM vs. ANET: Which AI Infrastructure Stock is the Better Buy Now?

Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.

AKAMPositive Net Change ANETNegative Net Change NETNegative Net Change

Zacks Equity Research

Zacks Industry Outlook Highlights KDDI, Millicom International Cellular and SoftBank

Despite margin pressure and heavy network investment, KDDI, Millicom and SoftBank target growth through advanced connectivity, digital services and AI infrastructure.

SFTBYNegative Net Change KDDIYNegative Net Change TIGONegative Net Change

Supriyo Bose

3 Wireless Non-US Stocks to Watch Despite Industry Roadblocks

The fast-track 5G rollout and solid wireless traction should help the Zacks Wireless Non-US industry thrive despite short-term headwinds. KDDIY, TIGO and SFTBY are well-positioned to capitalize on the demand for seamless connectivity solutions.

SFTBYNegative Net Change KDDIYNegative Net Change TIGONegative Net Change