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electronics: Archive

Subhasish Mukherjee

AXT Stock Falls 22% in Three Months: 3 Reasons the Dip Looks Attractive

AXTI's 22% pullback looks attractive as surging InP demand, capacity expansion and supply deals support its AI data-center growth outlook.

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Anindya Barman

Top Wide-Moat Stocks to Buy for Long-Term Wealth and Stability

NVDA, CAT, TER and LRCX use strong moats to fend off rivals and deliver consistent returns amid market shifts.

CATNegative Net Change NVDANegative Net Change LRCXNegative Net Change TERNegative Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMPositive Net Change ASMLNegative Net Change

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCNegative Net Change MPWRNegative Net Change AMDNegative Net Change NVDANegative Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

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Supriyo Bose

ASML Bets Big on AI & Capacity Expansion: Should You Buy the Stock?

ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

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Shaun Pruitt

Don't Overlook These 2 AI-Driven Tech Stocks After Earnings: CIEN, NTAP

While mega-cap AI stocks tend to grab most of the attention, investors shouldn't overlook Ciena (CIEN) and NetApp (NTAP) following record earnings reports this week.

CIENNegative Net Change NTAPNegative Net Change

Supriyo Bose

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

SIMONegative Net Change AMDNegative Net Change IBMNegative Net Change

Supriyo Bose

SpaceX Briefly Reclaims $2 Trillion Market Cap: Should You Buy?

SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.

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Debanjana Dey

Geospace Plunges Nearly 42% in 3 Months: How to Play the Stock?

GEOS is facing weak demand, PRM timing uncertainty and cash flow pressure, but security programs, cost cuts and seismic opportunities offer growth potential.

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