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Supriyo Bose

Keysight Focuses on AI Infrastructure to Spur Growth: Worth a Buy?

KEYS' AI infrastructure, 6G and semiconductor momentum drove strong fiscal Q3 growth and support an upbeat fiscal Q4 outlook.

KEYSNegative Net Change AEHRNegative Net Change ATEYYPositive Net Change

Supriyo Bose

SpaceX Focuses on AI Monetization Effort: Can It Help Spur Growth?

SPCX is scaling AI monetization through cloud deals, Cursor and future compute satellites as it targets a $100B annualized revenue run rate.

SPCXPositive Net Change AMZNNegative Net Change MSFTPositive Net Change

Supriyo Bose

2 Communication Stocks Likely to Benefit From Industry Tailwinds

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

BANDNegative Net Change ATEXPositive Net Change