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electronics: Archive
Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise
by Bryan Hayes
When we actually look at what the Fed cares about, the picture inverts completely.
MCHPPositive Net Change FLEXNegative Net Change
artificial-intelligence datacenter earnings electronics inflation interest-rate investing oil-energy semiconductor tech-stocks
Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?
by Supriyo Bose
CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.
AMZNNegative Net Change MSFTPositive Net Change IBMNegative Net Change CLSPositive Net Change SANMPositive Net Change
artificial-intelligence cloud-computing communications electronics iot saas tech-stocks
Is OUST Stock a Buy Right Now? Here's What the Setup Shows
by Rimmi Singhi
OUST just posted record Q1 product revenue and scored a MetLife Stadium World Cup deployment as Rev8 color lidar ships, setting up a key H2 2026.
OUSTPositive Net Change AEVAPositive Net Change INVZNegative Net Change
artificial-intelligence automation autonomous-vehicles electronics tech-stocks
Ouster's Physical AI Push: From Lidar to Perception Platform
by Rimmi Singhi
Ouster shifts beyond lidar, building a Physical AI perception platform with software, cameras and Rev8 color lidar to drive growth.
OUSTPositive Net Change INVZNegative Net Change HSAIPositive Net Change
artificial-intelligence automation autonomous-vehicles electronics tech-stocks
Bull of the Day: Ultra Clean Holdings (UCTT)
by Shaun Pruitt
Ultra Clean (UCTT) offers exposure to one of the most important themes in technology today: the infrastructure components required to build the next generation of AI chips.
UCTTPositive Net Change INTCPositive Net Change MUNegative Net Change LRCXPositive Net Change AMATPositive Net Change TSMPositive Net Change
artificial-intelligence datacenter earnings electronics investing semiconductor tech-stocks
Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?
by Supriyo Bose
INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales.
INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change LSCCPositive Net Change
artificial-intelligence communications electronics iot mobile semiconductor tech-stocks
Broadcom Stock Drops After Record Q2 Results: Time to Buy the Dip?
by Shaun Pruitt
Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.
AVGONegative Net Change GOOGLPositive Net Change METANegative Net Change
artificial-intelligence earnings electronics investing large-cap semiconductor software tech-stocks
Celestica Rides on Organic Growth: Reason to Buy the Stock Now?
by Supriyo Bose
CLS' AI-driven cloud and networking demand is powering solid organic growth. Can the momentum keep going?
JBLPositive Net Change FLEXNegative Net Change CLSPositive Net Change
artificial-intelligence communications electronics iot tech-stocks
Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?
by Shaun Pruitt
Marvell Technology (MRVL) is becoming one of Wall Street's hottest AI stocks after Nvidia (NVDA) CEO Jensen Huang called the specialized chip leader the "next trillion-dollar company".
MRVLNegative Net Change MUNegative Net Change NVDAPositive Net Change
artificial-intelligence datacenter electronics iot large-cap semiconductor tech-stocks
ARM Shares Surge 270% in 2026: Buy, Hold, or Wait for a Pullback?
by Shuvra Shankar Dey
Arm Holdings is up ~270% YTD as royalties and cloud AI drive record revenues, yet a 67x forward sales multiple raises the buy-or-wait question.
QCOMPositive Net Change NVDAPositive Net Change ARMPositive Net Change
computers electronics semiconductor tech-stocks