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electronics: Archive

Bryan Hayes

Key AI Infrastructure Stock Bucks Market's Downtrend in 2026

This stock is quietly delivering consistent outperformance, even when the broader technology landscape feels unsettled.

JBLPositive Net Change

Supriyo Bose

Can Vertically Integrated Manufacturing Stoke Growth for SANM?

Sanmina bets on vertically integrated, end-to-end manufacturing and 42Q connected factories, yet supply-chain delays and fierce rivals cloud the outlook.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Debanjana Dey

Zacks Initiates Coverage of Acorn With Outperform Recommendation

Discover why Zacks rates Acorn as "Outperform", being the first on Wall Street to initiate coverage on the stock. Explore ACFN's shift toward a subscription-driven model with strong margins and rising visibility.

ACFNNegative Net Change

Shaun Pruitt

Time to Buy These Top AI Data Center Stocks: CRDO, VRT

Sitting at the center of the AI data center boom, Credo (CRDO) and Vertiv (VRT) are two intriguing tech stocks to consider at the moment.

VRTPositive Net Change CRDONegative Net Change

Bryan Hayes

Why Microsoft (MSFT) Stock Is Ripe for a Turnaround

AI adoption is broadening beyond the largest hyperscalers into mainstream businesses and government entities.

MSFTPositive Net Change

Bryan Hayes

Bull of the Day: FormFactor (FORM)

FormFactor expects its leadership position in combined electrical and optical testing to illuminate a new growth path in the future.

FORMPositive Net Change

Zacks Equity Research

Implied Volatility Surging for Veeco Instruments Stock Options

Investors need to pay close attention to VECO stock based on the movements in the options market lately.

VECOPositive Net Change

Bryan Hayes

Is Micron Technology (MU) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Micron is benefitting from the rapidly expanding AI-driven memory and storage markets.

MUNegative Net Change

Derek Lewis

Bull of the Day: Roku (ROKU)

A strong quarterly release has helped shift sentiment on ROKU shares, which are up nearly 15% just over the last month.

ROKUPositive Net Change

Supriyo Bose

Should You Bet on CLS Stock Amid Rising Estimate Revision Trend?

Rising earnings estimates, AI-driven data center demand and new networking and storage launches position Celestica for continued growth after a more than 200% surge.

JBLPositive Net Change FLEXNegative Net Change CLSPositive Net Change