Back to top

iot: Archive

Supriyo Bose

CLS Stock Lags Industry in Three Months: A Great Opportunity to Buy?

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

CLSPositive Net Change JBLNegative Net Change FLEXPositive Net Change

Supriyo Bose

Silicon Motion Soars 307% in a Year: Is the Stock Worth Buying Now?

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

SIMOPositive Net Change AMDPositive Net Change IBMPositive Net Change

Supriyo Bose

Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

QCOMPositive Net Change AVGOPositive Net Change HPEPositive Net Change

Supriyo Bose

IBM Stock Lags Industry in the Past 3 Months: An Opportunity to Buy?

IBM lags its industry amid Anthropic's COBOL modernization threat, but hybrid cloud, AI demand and rising estimates may support growth.

IBMPositive Net Change AMZNPositive Net Change MSFTNegative Net Change

Arijit Sarkar

Can Verizon's Global Connectivity Expansion With BT Aid the Stock?

VZ's BT joint venture will serve over 3,000 enterprise customers across more than 180 countries, targeting cloud, AI and compliance demands.

VZNegative Net Change TNo Net Change TMUSPositive Net Change

Supriyo Bose

Jabil's AI-Led Growth Story Drives a 78% Rally: Time to Invest?

Jabil's AI/ML strengths, diversified end markets and upbeat earnings estimates underscore its growth prospects after a 78% rally over the past year.

JBLNegative Net Change INTCPositive Net Change FLEXPositive Net Change CLSPositive Net Change