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communications: Archive

Supriyo Bose

Can AT&T's Fiber Densification Help Bridge the Digital Divide?

T is betting big on fiber densification to reach 60 million locations by 2030 and help close the digital divide nationwide.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

Globalstar & Telecom CLM to Expand Alcazar Teleport for C-3 System

GSAT doubles its Alcazar Teleport footprint in Spain, boosting satellite network resilience across Europe.

NTGRPositive Net Change WTSNegative Net Change GSATPositive Net Change UINegative Net Change

Zacks Equity Research

Tariff Pressures Mount: Will China Exposure Slow APH Stock's Momentum?

Amphenol's datacom momentum may slow as rising China tariffs add compliance costs and margin pressure.

APHNegative Net Change TELNegative Net Change COMMPositive Net Change

Supriyo Bose

Can Intel Be Leaner & More Agile by Laying Off 529 Employees?

INTC cuts 529 jobs across Oregon to streamline operations, reduce complexity and refocus on core chip and data center R&D.

INTCNegative Net Change MSFTNegative Net Change METANegative Net Change

Aritra Chatterjee

Will Solid Momentum in Premium Handset Vertical Drive QCOM's Growth?

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 AAPLNegative Net Change AVGONegative Net Change

Zacks Equity Research

Will Growing AI Proliferation Drive Sustainable Growth for Celestica?

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

Zacks Equity Research

AST SpaceMobile Trades at a Premium: Time to be Cautious?

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 GSATPositive Net Change ASTSNegative Net Change

Supriyo Bose

Can IBM Power11 Server Redefine Business Application Processes?

IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Zacks Equity Research

TELNY Acquires GlobalConnect's Norwegian Consumer Unit for NOK 6B

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.

CTSHPositive Net Change NTGRPositive Net Change TELNYPositive Net Change UINegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights T-Mobile US, AstraZeneca and Comcast

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

Mark Vickery

Top Analyst Reports for T-Mobile, AstraZeneca & Comcast

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 UHSPositive Net Change ALGNPositive Net Change TMUSPositive Net Change

Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

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

Supriyo Bose

Can Intel Benefit From Higher Tax Credits in the New Tax Bill?

INTC may gain from 35% chip tax credits as it accelerates U.S. manufacturing under its IDM 2.0 strategy.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

VZ Rides on Healthy Traction in the Consumer Segment: Will it Persist?

VZ gains momentum with strong 5G adoption, low churn and a customer-focused strategy driving growth in the Consumer segment.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change LUMNNegative Net Change

Supriyo Bose

One Big Beautiful Bill Act Fuels AT&T's Fiber Densification

AT&T leans into the One Big Beautiful Bill Act to supercharge fiber growth and expand 5G into underserved areas.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

IBM's Neudesic Boosts Cloud Security Capabilities: An Ace Up Sleeve?

Neudesic renews Microsoft Cloud Security Specialization, reinforcing IBM's push into hybrid, multi-cloud security solutions.

MSFTNegative Net Change IBMNegative Net Change CDWNegative Net Change RBRKNegative Net Change

Aritra Chatterjee

T Optimizes Portfolio With Strategic Divestiture: Will it Fuel Growth?

AT&T sheds its remaining 70% stake in DIRECTV to refocus on 5G and fiber growth amid rising streaming competition.

TPositive Net Change CMCSAPositive Net Change CHTRPositive Net Change

Aritra Chatterjee

Celestica Jumps 67.9% Year to Date: Is the Stock Still a Buy?

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

Aritra Chatterjee

QCOM Shares Gain 28.2% in Three Months: How to Play the Stock?

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 AVGONegative Net Change

Supriyo Bose

IBM Concert Gains Traction: Can This AI-Driven Solution Aid the Stock?

IBM Concert lands Deutsche Telekom as a client, showcasing how AI automation could reshape hybrid cloud security.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change DTEGYNegative Net Change

Zacks Equity Research

SHEN's Glo Fiber Expands Footprint with Next-Gen Fiber Optic Internet

Shentel's Glo Fiber expands in Ohio, eyes 550K passings by 2026 with ultra-fast broadband, despite rising costs and competition.

CTSHPositive Net Change NTGRPositive Net Change SHENNo Net Change TASKPositive Net Change

Aritra Chatterjee

Verizon Gains 9.2% YTD: Should You Invest in VZ Stock Now?

VZ stock is up 9.2% YTD, fueled by 5G expansion and a strong focus on improving customer services.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

Will Arista's VeloCloud Buyout to Boost SD-WAN Unit Aid ANET Stock?

ANET's VeloCloud buyout adds 20K clients and proven SD-WAN tech, boosting its edge in secure cloud networking.

CSCONegative Net Change ANETPositive Net Change

Sweta Killa

5 Top-Ranked ETFs of 1H25 Poised to Stay Strong in 2H

Top ETFs like ITA, SOCL, GRID, XLC and XLI soared in 1H25 and are displaying signals for a strong 2H rally.

XLINegative Net Change ITANegative Net Change SOCLNegative Net Change GRIDNegative Net Change XLCNegative Net Change