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Supriyo Bose

Can Anysphere Buyout Drive SPCX Further After a Blockbuster IPO?

SpaceX's $60B Anysphere deal could boost its enterprise AI push after a $75B IPO, but execution risks and Cursor growth remain key tests.

AMZNNegative Net Change TSLANegative Net Change SPCXNegative Net Change

Supriyo Bose

UCTT Rides on Holistic Growth Focus: Is the Stock Worth Buying Now?

Ultra Clean is riding AI-led chip spending, advanced node demand and acquisitions as its stock outpaces peers and industry gains.

UCTTPositive Net Change VECOPositive Net Change KLICPositive Net Change

Supriyo Bose

Qorvo Rides on Healthy Organic Growth: Reason to Buy the Stock?

QRVO's organic growth in defense, aerospace, infrastructure and connectivity is helping diversify revenue beyond smartphones and support long-term gains.

SWKSPositive Net Change QRVOPositive Net Change RFILNegative Net Change

Supriyo Bose

Ubiquiti Buoyed by a Flexible Business Model: Worth a Buy Now?

UI's flexible model, community-led structure and R&D push support demand as wireless networking needs grow across markets.

ERICNegative Net Change NOKNegative Net Change UIPositive Net Change

Zacks Equity Research

Can AT&T's Unlimited Day Pass for iPads Boost Wireless Growth?

T's Unlimited Day Pass gives eligible U.S. iPad users 24-hour wireless data access without contracts, subscriptions or monthly plans.

TNegative Net Change VZNegative Net Change TMUSNegative Net Change

Supriyo Bose

Harmonic Benefits From Solid Organic Growth Drivers: Worth a Buy?

HLIT's broadband traction, recurring software revenue growth and planned Video divestiture are sharpening its focus on higher-growth opportunities.

HLITPositive Net Change CIENPositive Net Change VIAVNegative Net Change