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Supriyo Bose

ASTS Plagued by Competitive Pressure, Macro Risks: Time to Rethink?

AST SpaceMobile faces macro headwinds, rivals like Starlink, and falling estimates, yet a three-satellite Bluebird launch this month could shift the story.

AVNWPositive Net Change CMTLNegative Net Change ASTSNegative 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".

MRVLPositive Net Change MUNegative Net Change NVDAPositive Net Change

Zacks Equity Research

Can Viavi's Latest Precision Timing Innovation Boost Future Profits?

VIAV launches the GDO-1000, an ultra-compact GNSS oscillator that delivers precise timing with low power consumption for defense, communications equipment and data centers.

ADTNNegative Net Change VIAVPositive Net Change ATEXPositive Net Change

Supriyo Bose

Qualcomm Plagued by Margin Woes, Demand Softness: Time to Rethink?

QCOM battles margin pressure and weak handset demand, but Snapdragon and automotive bets offer hope - should investors rethink now?

QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change

Zacks Equity Research

Can Keysight's New RF Wireless Testing Solutions Drive Future Growth?

KEYS launches Pro XA6 SA6320A and Expert XA5 SA6210A RF analyzers for faster 5G/Wi-Fi/radar validation, up to 67 GHz coverage and 8 GHz bandwidth.

VISNPositive Net Change KEYSNegative Net Change VIAVPositive Net Change

Supriyo Bose

Silicon Motion Rides High on Organic Growth: Reason to Buy the Stock?

SIMO jumps on NAND controller wins, Gen5 SM2508 launch and rising AI PC/cloud demand, fueling big gains and bullish 2026-27 estimates.

AMDNegative Net Change IBMNegative Net Change SIMONegative Net Change

Zacks Equity Research

Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth?

SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.

STXNegative Net Change MUNegative Net Change SIMONegative Net Change

Supriyo Bose

Lattice Semiconductor Rides on Holistic Growth: Worth a Buy?

LSCC leans on low-power FPGAs and the AMI deal to deepen its AI server foothold, as rising 2026???27 earnings estimates fuel buy interest.

LSCCNegative Net Change DIODNegative Net Change ASXNegative Net Change