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electronics: Archive

Bryan Hayes

Is Jabil (JBL) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Jabil serves as a silent partner behind many of the world's most recognizable brands.

JBLNegative Net Change

Bryan Hayes

Don't Be Fooled: Today's CPI Is a Buy Signal in Disguise

When we actually look at what the Fed cares about, the picture inverts completely.

MCHPNegative Net Change FLEXNegative Net Change

Supriyo Bose

Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?

CLS' AI-driven networking demand, fast 2026 growth forecasts and cheaper valuation edge make it look stronger than IBM despite margin pressure.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change CLSNegative Net Change SANMNegative Net Change

Rimmi Singhi

Is OUST Stock a Buy Right Now? Here's What the Setup Shows

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 INVZPositive Net Change

Rimmi Singhi

Ouster's Physical AI Push: From Lidar to Perception Platform

Ouster shifts beyond lidar, building a Physical AI perception platform with software, cameras and Rev8 color lidar to drive growth.

OUSTPositive Net Change INVZPositive Net Change HSAINegative Net Change

Shaun Pruitt

Bull of the Day: Ultra Clean Holdings (UCTT)

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.

UCTTNegative Net Change INTCNegative Net Change MUNegative Net Change LRCXNegative Net Change AMATNegative Net Change TSMNegative Net Change

Supriyo Bose

Intel vs. Lattice Semiconductor: Which AI Chip Stock is a Better Buy?

INTC is revamping for AI PCs and data centers, but LSCC's low-power FPGA focus and growth outlook tip the scales.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change LSCCNegative Net Change

Shaun Pruitt

Broadcom Stock Drops After Record Q2 Results: Time to Buy the Dip?

Broadcom (AVGO) stock has fallen as much as 15% in Thursday's trading session despite reporting record Q2 results yesterday evening.

AVGONegative Net Change GOOGLNegative Net Change METAPositive Net Change

Supriyo Bose

Celestica Rides on Organic Growth: Reason to Buy the Stock Now?

CLS' AI-driven cloud and networking demand is powering solid organic growth. Can the momentum keep going?

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Shaun Pruitt

Will Marvell Technology (MRVL) Really Become the Next Trillion-Dollar Stock?

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 NVDANegative Net Change