Back to top

communications: Archive

Zacks Equity Research

Nokia Rides on Portfolio Diversification: Can it Boost Growth?

NOK's diversified connectivity portfolio and growing AI & Cloud business strengthen its growth prospects despite telecom and competitive pressures.

NOKPositive Net Change ERICPositive Net Change ANETPositive Net Change

Zacks Equity Research

SK Telecom's SK Horizon Spinoff: A New AI Growth Engine for SKM?

SKM's SK Horizon spin-off targets AI data center growth with KRW 3.08 trillion from KKR and IMM, reshaping its infrastructure strategy.

SKMPositive Net Change MSFTPositive Net Change CRWVNegative Net Change

Supriyo Bose

Should IDCC Stock Be in Your Portfolio After Solid Q2 Results?

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

IDCCPositive Net Change AMZNPositive Net Change AVNWPositive Net Change CMTLPositive Net Change

Supriyo Bose

4 Cloud Computing Stocks to Profit Amid Intense Market Volatility

GOOGL, MSFT, AMZN and ANET stand out as cloud computing plays as AI, scalability and cost efficiency fuel enterprise adoption.

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

Shivangi Deora

Ciena Stock Ahead of Q3 Earnings: Buy, Sell, or Wait for the Results?

CIEN heads into Q3 earnings with AI-driven connectivity demand, a $7.7B backlog and cloud momentum, while supply constraints remain a key risk.

CIENPositive Net Change NOKPositive Net Change CSCOPositive Net Change ANETPositive Net Change

Zacks Equity Research

Can Viasat's Deal With Addvalue Boost Its Government Business?

VSAT expands its U.S. government space communications reach by adding Addvalue???s IDRS to HaloNet for responsive, real-time LEO mission connectivity.

VSATPositive Net Change NOKPositive Net Change CMTLPositive Net Change

Zacks Equity Research

Can Lumen's Multi-Cloud Expansion Boost AI Connectivity Growth?

LUMN expands Multi-Cloud Gateway to more than 10M U.S. business locations, broadening private cloud access and supporting enterprise AI workloads.

LUMNPositive Net Change TPositive Net Change VZPositive Net Change

Supriyo Bose

Should VIAV Stock Be Part of Your Portfolio After Solid Q4 Results?

VIAV enters fiscal 2027 with AI data-center momentum, Spirent contributions and defense demand after Q4 revenue and earnings surged.

VIAVPositive Net Change KNPositive Net Change AIRGPositive Net Change

Zacks Equity Research

HUBS Gains From Strong Subscription Growth: Can the Momentum Continue?

HUBS' subscription growth is accelerating on customer gains, AI adoption and larger deals, but can the momentum overcome its steep stock decline?

HUBSPositive Net Change MSFTPositive Net Change CRMPositive Net Change

Zacks Equity Research

Intel Sees Strong Cash Flow Growth: Will the Trend Persist?

INTC's cash flow surges in the first half of 2026, but heavy investment keeps free cash flow under pressure. Can the trend persist?

INTCPositive Net Change CLSPositive Net Change ANETPositive Net Change