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Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCONegative Net Change JNPRNegative Net Change ANETNegative Net Change

Kaibalya Pravo Dey

Can Gorilla's Bold Thailand Acquisition Fuel its Global AI Ambitions?

GRRR's Thailand deal adds mobility-first AI platforms and primes it to scale across Southeast Asia's booming tech markets.

PANWNegative Net Change ZSPositive Net Change GRRRPositive Net Change

Supriyo Bose

Verizon Private 5G Network Gains Traction: Can it Boost Revenues?

VZ lands a multibillion-dollar deal to deploy Private 5G across the Thames Estuary, transforming key U.K. logistics and manufacturing hubs.

ERICPositive Net Change VZPositive Net Change NOKPositive Net Change

Supriyo Bose

Intel vs. NVIDIA: Which AI-Focused Chip Stock is the Better Buy?

NVIDIA's AI-driven growth outpaces Intel's, but a lower valuation keeps INTC in the race for investor attention.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on? (Revised)

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over ASTS.

TPositive Net Change VZPositive Net Change IRDMPositive Net Change ASTSNegative Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTNegative Net Change IBMNegative Net Change ORCLNegative Net Change

Supriyo Bose

2 Communication Stocks Likely to Tide Over Industry Challenges

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks.

ATEXNegative Net Change BANDPositive Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCONegative Net Change JNPRNegative Net Change ANETNegative Net Change