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electronics: Archive
INTC vs. TSM: Which Semiconductor Stock Has More Upside Now?
by Supriyo Bose
Intel leads in stock gains and valuation, but TSM's stronger AI demand, advanced chipmaking leadership and earnings outlook make it the more compelling pick.
INTCPositive Net Change TSMPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence communications electronics iot semiconductor tech-stocks
ONTO Beats Q3 Estimates & Uplifts View: Buy, Hold or Sell the Stock?
by Shreya Majumder
Onto Innovation surges on record Q3 results, AI-driven demand and a $1.3B+ backlog, but valuation and execution risks warrant caution.
ONTOPositive Net Change KLACPositive Net Change AMATPositive Net Change CAMTPositive Net Change
artificial-intelligence business-services cloud-computing earnings-report electronics semiconductor tech-stocks
INTC Stock Down 57% in the Past 6 Months: Should You Exercise Caution?
by Supriyo Bose
Intel's 56.5% stock plunge, weak Q4 outlook and China headwinds raise concerns, even as foundry growth and AI investments bolster its turnaround prospects.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change
artificial-intelligence communications computers electronics iot mobile semiconductor tech-stocks
What Makes Celestica a Buy Despite the Recent Stock Price Slump?
by Supriyo Bose
CLS has plunged 40% in a year, but rising AI infrastructure demand, portfolio expansion and upward earnings revisions signal long-term growth potential.
CLSPositive Net Change JBLPositive Net Change FLEXPositive Net Change
artificial-intelligence electronics iot tech-stocks
Southern Q3 Earnings Call Highlights Growth and Capital Upside
by Zacks Equity Research
SO???s surging data center demand, 21 GW in large-load contracts and a potential $100B capital plan signal stronger earnings growth and investment upside.
SONegative Net Change
earnings electronics
How to Approach Onto Innovation Stock Ahead of Q3 Earnings?
by Shreya Majumder
ONTO heads into Q3 earnings with strong AI-driven demand, a record backlog and rising advanced-packaging sales, but execution risks remain.
ONTOPositive Net Change KLACPositive Net Change CAMTPositive Net Change NVMIPositive Net Change
artificial-intelligence business-services cloud-computing earnings-preview electronics semiconductor tech-stocks
SMR Q3 Earnings Call Highlights Shift to Module Manufacturing
by Zacks Equity Research
NuScale shifts from reactor development to module manufacturing, backed by $1.9B in liquidity, as TVA negotiations remain key to securing commercial orders.
SMRPositive Net Change
earnings electronics
What Makes Jabil a Buy Despite the Recent Stock Price Slump?
by Supriyo Bose
Despite a 30.7% stock price slump, JBL's AI-driven growth opportunities, diversified operations and rising earnings estimates bolster its long-term outlook.
JBLPositive Net Change INTCPositive Net Change FLEXPositive Net Change CLSPositive Net Change
artificial-intelligence communications electronics iot tech-stocks
4 Strong Buy AI Stocks to Consider Amid the Tech Selloff: CLS, DELL, TER & AXTI
by Shaun Pruitt
The tech selloff is presenting compelling buying opportunities in these four Strong Buy stocks that are benefiting from booming demand for AI infrastructure and semiconductors.
DELLPositive Net Change CLSPositive Net Change TERPositive Net Change AXTIPositive Net Change
artificial-intelligence computers earnings electronics investing semiconductor tech-stocks
SITM Q3 Earnings Call Highlights AI Demand and Supply Constraints
by Zacks Equity Research
SiTime's AI-driven growth, expanding optical networking opportunities and TPD integration fuel a strong outlook, even as wafer constraints loom through 2027.
SITMPositive Net Change
earnings electronics