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communications: Archive

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?

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Zacks Equity Research

How AI-Driven 5G Network Slicing Positions Ciena for Long-Term Growth

CIEN's Blue Planet AI PoC with Telefonica Deutschland shows how AI-driven network automation could boost software growth and enterprise 5G opportunities.

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Shreya Majumder

DZYNE Buyout Sparks Ondas Stock Rally: More Gains Ahead?

ONDS surged after its $875.8M DZYNE deal lifted 2026 revenue guidance and expanded its AI-driven autonomous defense platform capabilities.

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Supriyo Bose

AST SpaceMobile Surges 77% in the Past Year: Reason to Buy the Stock?

ASTS faces macro headwinds, rivals like Starlink and falling estimates, yet a three-satellite Bluebird launch this month could shift the story.

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Supriyo Bose

SpaceX Bets Big on AI, Rebrands XAI as SpaceXAI: Worth Buying Now?

SPCX is pushing deeper into AI with SpaceXAI, orbital compute plans and Anysphere deal, but heavy investment and Starship risks remain.

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Aritra Chatterjee

AT&T Stock Plummets 27.5% in a Year: Should You Buy in the Dip?

AT&T's fiber expansion, wireless growth and 2026 outlook support its strategy, but high debt, competition and heavy spending raise caution for investors.

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Supriyo Bose

CLS Stock Lags Industry in Three Months: A Great Opportunity to Buy?

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

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Shreya Majumder

CRDO's Retimer Business Hits Its Stride: Further Gains Ahead?

Credo's retimer business hits an inflection point as demand for 100G and 200G per lane solutions grows, fueled by AI networking needs and design wins.

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Zacks Equity Research

Can Nokia's Orange Belgium Network Upgrade Deal Aid the Stock?

NOK's multi-year Orange Belgium deal expands its role in optical networking as demand rises from AI, cloud, 5G, streaming, gaming and remote work.

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Aritra Chatterjee

ANET Rises 56% in a Year: Should Investors Buy, Sell or Hold?

Arista has surged 56% in a year as AI networking demand drives growth, but can strong momentum outweigh customer concentration, competition and higher R&D?

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