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electronics: Archive

Shuvra Shankar Dey

Is Arm Holdings Stock a Buy After Its Record Q4 Earnings?

ARM hits strong quarterly revenues as AI cloud demand, AGI CPU traction and rising royalty growth strengthen its AI infrastructure push.

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Supriyo Bose

Jabil Rides on AI Infrastructure Focus: Reason to Bet on the Stock?

JBL ramps AI server, liquid-cooling and silicon photonics production, backing it with a $500M U.S. expansion to meet data-center demand.

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Supriyo Bose

CLS' Raised Outlook Oozes Confidence: Reason to Bet on the Stock?

CLS boosts 2026 outlook to $19B revenue and $10.15 EPS as AI demand fuels its compute, networking and new data center products.

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Shaun Pruitt

Why it's so Enticing to Bite on Apple's Stock After Record Q2 Results

Apple's stellar Q2 report added strategic significance to its strong performance.

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Shreya Majumder

Onto Innovation Likely to Beat on Q1 Earnings: Buy the Stock Now?

ONTO heads into Q1 earnings with AI-driven demand, strong Dragonfly momentum and rising margins, as forecasts point to continued growth and a potential beat.

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Shaun Pruitt

Will Apple Report Blowout Q2 Results as it Navigates a CEO Succession Plan?

Beyond the strong quarterly results analysts expect, Wall Street will be looking for more insight on Apple's leadership transition.

AAPLPositive Net Change

Shuvra Shankar Dey

ARM to Post Q4 Earnings: Should the Stock Be in Your Portfolio Now?

Arm Holdings heads into fiscal Q4 earnings with steady growth forecasts and a strong surprise streak, but a neutral ESP and lofty valuation may limit near-term upside.

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Shuvra Shankar Dey

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent gains an edge over Arm Holdings with faster AI-driven growth, rising datacenter demand and improving financials, making it the stronger upside play.

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Shivangi Deora

Cirrus Logic vs. Qualcomm: Which Mobile Chip Stock is the Better Buy?

CRUS stands out with strong stock gains, rising estimates and lower valuation, while QCOM faces supply constraints and cautious demand headwinds.

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