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Zacks Equity Research

VIAV Gains From Strong Operating Margin Growth: Will the Trend Last?

Viavi's operating margin climbed as NSE and OSP revenue surged, with management expecting another increase next quarter. What's driving the momentum?

VIAVNegative Net Change SANMNegative Net Change HUBSPositive Net Change

Aritra Chatterjee

Nokia vs. Viavi: Which AI Networking Stock is the Better Buy?

NOK and VIAV are expanding AI networking capabilities through optical infrastructure and testing solutions. See how their growth drivers compare.

NOKNegative Net Change VIAVNegative Net Change ERICPositive Net Change ANETNegative Net Change

Supriyo Bose

GLW vs. BAND: Which AI Connectivity Stock is the Better Buy Now?

Corning's AI connectivity demand, optical growth and 2026 earnings outlook make it a stronger pick than Bandwidth despite the latter???s sharper gains.

GLWNegative Net Change BANDPositive Net Change

Rimmi Singhi

SpaceX Stock Slides to its Lowest Levels Since IPO: Buy the Dip?

SPCX stock falls to post-IPO lows as tech selloff pressure meets valuation concerns, but Starlink, Starship and AI ambitions keep its long-term story alive.

SPCXNegative Net Change AMDNegative Net Change MUNegative Net Change MRVLNegative Net Change

Supriyo Bose

Intel vs. Silicon Motion: Which Semiconductor Stock is the Better Buy?

SIMO's cheaper valuation and strong growth potential make it a better investment option than INTC despite both firms' solid fundamentals.

INTCNegative Net Change SIMONegative Net Change AMDNegative Net Change NVDANegative Net Change

Shivangi Deora

How is Ciena Scaling Its Data Center Connectivity Portfolio?

CIEN is broadening its AI-focused data center connectivity portfolio with new platforms, hyperscaler wins and expanding demand across networking solutions.

CSCOPositive Net Change CIENNegative Net Change ANETNegative Net Change

Aritra Chatterjee

Verizon Stock Underperforms Industry in a Year: Buy, Sell or Hold?

VZ's broadband gains, AI initiatives and convergence strategy support long-term growth, but can the recent share decline offer a buying opportunity?

VZPositive Net Change TPositive Net Change TMUSPositive Net Change

Subhasish Mukherjee

LITE Expands Co-Packaged Optics: Can It Become the Next Growth Driver?

Lumentum is expanding its CPO portfolio as AI infrastructure demand rises, with commercial deployments expected to support revenue and earnings growth.

LITENegative Net Change MRVLNegative Net Change AVGONegative Net Change

Subhasish Mukherjee

Lumentum Stock Skyrockets 700% in a Year: Is It Still a Buy?

LITE's 700% rally has been fueled by AI and cloud demand, but strong fundamentals and optical networking growth keep its buy case intact.

LITENegative Net Change CIENNegative Net Change GLWNegative Net Change VIAVNegative Net Change

Aritra Chatterjee

MPWR Rises 40.4% in Six Months: Should You Bet on the Stock?

Monolithic Power surges 40.4% in six months as AI servers, automotive and networking demand fuel growth, but can momentum outweigh valuation and market risks?

MPWRNegative Net Change ADINegative Net Change MCHPNegative Net Change