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Supriyo Bose

A Tesla-SpaceX Merger Brewing? Here's What Investors Need to Know

TSLA-SPCX merger rumors highlight major AI, manufacturing and connectivity synergies, but governance, regulatory and capital risks remain.

TSLAPositive Net Change SPCXPositive Net Change

Supriyo Bose

Should You Buy, Sell or Hold Verizon Stock Before Q2 Earnings?

VZ heads into Q2 earnings with FIFA-driven momentum and an attractive valuation, but 5G costs, competition and discounts threaten margins.

VZPositive Net Change TPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Can Y/Y Higher Consulting Revenues Benefit IBM's Q2 Earnings?

IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.

IBMNegative Net Change SIMOPositive Net Change ANETPositive Net Change PINSPositive Net Change

Zacks Equity Research

Can Modest Software Revenue Improvement Aid IBM's Q2 Earnings?

IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.

IBMNegative Net Change SIMOPositive Net Change ANETPositive Net Change PINSPositive Net Change

Supriyo Bose

Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?

IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.

IBMNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Zacks Equity Research

Iridium's PNT ASIC: A New Catalyst Beyond Satellite Connectivity?

IRDM targets the emerging Assured PNT market with its new ASIC, gaining adoption across 150+ organizations and opening recurring revenue opportunities.

IRDMPositive Net Change GSATPositive Net Change ASTSPositive Net Change

Supriyo Bose

3 Momentum Anomaly Picks as Markets Embrace War-Induced Volatility

MU, PENG and BE pair massive one-year gains with sharp weekly pullbacks, fitting a momentum anomaly screen.

MUPositive Net Change BEPositive Net Change PENGPositive Net Change

Supriyo Bose

Is SpaceX Replacing Tesla as Elon Musk's Biggest Value Creator?

SPCX is overtaking TSLA as Elon Musk's biggest value creator, powered by reusable rockets, Starlink growth and a growing push into AI infrastructure.

TSLAPositive Net Change SPCXPositive Net Change AMZNNegative Net Change MSFTNegative Net Change