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Supriyo Bose

Monolithic Surges 54% in Past Year: Should You Jump on the Bandwagon?

MPWR has surged 53.9% in a year as AI infrastructure demand, portfolio expansion and rising estimates bolster its long-term growth outlook.

MPWRNegative Net Change MCHPNegative Net Change MTSINegative Net Change

Supriyo Bose

IBM Slumps 21% YTD: Time to Reassess the Stock in Your Portfolio?

IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Supriyo Bose

Should You Invest in NVMI Stock Following Healthy Q2 Results?

Nova's record Q2 revenue and earnings, strong GAA and advanced-packaging demand and upbeat Q3 outlook reinforce its long-term growth case.

NVMINegative Net Change FORMNegative Net Change UMCPositive Net Change

Supriyo Bose

Should You Buy Kimball Electronics Stock After Lackluster Q4 Results?

KE's soft Q4 masks improving cash flow, Medical momentum and fiscal 2027 guidance for 7-9% revenue growth and 3-5% organic gains.

KEPositive Net Change GRMNNegative Net Change KLACNegative Net Change

Zacks Equity Research

Can Motorola's Advanced Security Solutions Make Future Events Safer?

MSI powers communications and AI-enabled security across 46 venues at the 2026 Central American and Caribbean Games.

MSIPositive Net Change AXONNegative Net Change CSAIPositive Net Change

Supriyo Bose

Should IDCC Stock Be in Your Portfolio After Solid Q2 Results?

InterDigital's solid second-quarter results, record recurring revenues, Amazon licensing deal and raised 2026 outlook strengthen its growth prospects.

IDCCNegative Net Change AMZNNegative Net Change AVNWNegative Net Change CMTLNegative Net Change