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electronics: Archive

Shuvra Shankar Dey

ARM Stock Rebounds 11.5% in a Month: Is it a Buy Right Now?

ARM Holdings' 11.5% monthly rebound reflects AI and data-center growth, but its 43.54X forward sales multiple raises entry-point concerns.

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Supriyo Bose

Silicon Motion Boosts AI Infrastructure Capabilities: Reason to Buy?

SIMO's AI storage expansion, led by MonTitan, fuels growth prospects, but supply-chain constraints and stiff competition pose risks. Is it a buy?

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Subhasish Mukherjee

AXTI Stock Rises 21% in a Month: Should You Buy, Sell or Hold?

AXT's AI-driven InP growth, $100M-plus backlog and capacity expansion boost its outlook, but valuation and China exposure keep investors cautious.

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Supriyo Bose

Sanmina Rides on Holistic Growth: Should You Bet on the Stock?

SANM's integrated manufacturing, 42Q platform and ZT Systems deal support growth, but supply-chain woes, tariffs and high R&D costs pose risks.

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Supriyo Bose

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

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Supriyo Bose

Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?

VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.

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Shreya Majumder

ONTO Stock Up 126% in a Year: Is More Upside on the Horizon?

Onto Innovation's record results, $1B-plus backlog and Dragonfly G5 momentum fuel its AI-driven growth, despite valuation risks.

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Shaun Pruitt

Buy Jabil (JBL) Stock as AI Infrastructure Demand Fuels Strong Q4 Results?

Jabil's Q4 results reinforced its compelling growth story, with AI infrastructure supporting accelerating revenue and earnings growth.

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Kevin Cook

Bull of the Day: Onto Innovation (ONTO)

Key provider of testing technology for semi foundries accelerates in AI demand for memory, photonics, packaging

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Rajshree Sipani

AEHR vs. CAMT: Which Semiconductor Equipment Stock Is the Better Bet?

Aehr's AI-driven burn-in demand, record backlog and sharp fiscal 2027 growth outlook strengthen its case over Camtek despite a richer valuation.

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