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electronics: Archive

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.

GLWPositive Net Change BANDNegative Net Change

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.

CLSPositive Net Change JBLNegative Net Change FLEXNegative Net Change

Shuvra Shankar Dey

ARM Stock Soars 118% in a Year: Is the Buying Opportunity Gone?

Arm Holdings' AI infrastructure expansion and ecosystem strength support long-term growth, but its premium valuation may limit near-term upside.

ARMPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change

Anirudha Bhagat

COHU Stock Outlook Hinges on AI Growth and Profit Recovery

Cohu's AI and HPC opportunities are growing, but the stock outlook still hinges on execution, HBM traction and stronger profitability follow-through.

COHUPositive Net Change KLACPositive Net Change TERPositive Net Change

Derek Lewis

Bull of the Day: nVent Electric (NVT)

Favorable quarterly results that have reflected records have driven the stock's YTD momentum, with NVT crushing our consensus expectations in its latest release.

NVTPositive Net Change

Supriyo Bose

Jabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest?

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

JBLNegative Net Change INTCNegative Net Change FLEXNegative Net Change CLSPositive Net Change

Supriyo Bose

Can the Launch of Bandwidth Build Platform Propel BAND Stock Higher?

Build pushes Bandwidth deeper into agentic AI, automating communications setup as enterprise cloud adoption and AI-powered apps fuel growth.

BANDNegative Net Change ERICNegative Net Change ATEXPositive Net Change

Rimmi Singhi

Is Ouster Still a Buy at 52-Week High or is it Time to Exit?

Ouster's Rev8 compliance, record revenue growth, physical AI push and debt-free balance sheet support its rally to a 52-week high.

OUSTNegative Net Change AEVAPositive Net Change INVZPositive Net Change

Shaun Pruitt

Applied Materials (AMAT) Hits New All-Time Highs: Still Time to Buy Stock in the AI Chip Equipment Leader?

AMAT has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday's trading session, and has now rallied nearly 200% year to date.

AMATPositive Net Change QCOMPositive Net Change MUPositive Net Change

Benjamin Rains

Bull of the Day: Celestica Inc. (CLS)

Celestica Inc. (CLS) is an electronics manufacturing services giant riding the artificial intelligence spending boom to new highs and posting massive earnings and revenue growth.

NVDAPositive Net Change JBLNegative Net Change CLSPositive Net Change