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iot: Archive

Supriyo Bose

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

AKAMNegative Net Change TRVGPositive Net Change SPTPositive Net Change

Supriyo Bose

Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?

VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.

VIAVNegative Net Change GLWNegative Net Change OOMAPositive Net Change

Zacks Equity Research

Motorola Boosts Counter-Drone Security Footprint With D-Fend Buyout

MSI expands its counter-drone footprint with a $1.5B D-Fend deal, adding EnforceAir and widening its public-safety security reach.

MSIPositive Net Change ONDSPositive Net Change DPRONegative Net Change UMACPositive Net Change

Supriyo Bose

Intel Surges 222% in a Year: Should Investors Join the Bandwagon?

INTC's 222% surge reflects AI momentum, stronger manufacturing execution and rising estimates, though margin and China risks persist.

INTCNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Sanghamitra Saha

Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.

AAPLNegative Net Change AMZNNegative Net Change GOOGLPositive Net Change FTECPositive Net Change IYWPositive Net Change VGTPositive Net Change SNSRPositive Net Change GXPTPositive Net Change

Supriyo Bose

Should Investors Bet on Diodes After the ElevATE Acquisition?

DIOD's $250M ElevATE acquisition adds higher-margin analog products and deeper ATE exposure as revenue and margins recover.

DIODNegative Net Change FORMNegative Net Change ASXPositive Net Change

Supriyo Bose

Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?

ASYS' 79% rally reflects AI-driven packaging demand, a surging TPS backlog, wider margins and stronger liquidity heading into fiscal 2027.

ASYSNegative Net Change INTCNegative Net Change TXNPositive Net Change

Supriyo Bose

Array Digital Transitions to a Tower-Focused Business: Worth a Buy?

AD's tower-focused shift is boosting recurring revenue, with T-Mobile leases, rising colocations and spectrum monetization supporting growth.

ADPositive Net Change TMUSPositive Net Change GOGOPositive Net Change CCOIPositive Net Change