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Supriyo Bose

IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?

IBM expands Bob with self-hosted AI deployment, supporting secure enterprise modernization while hybrid cloud growth faces stiff competition and pricing pressure.

IBMNegative Net Change AMZNPositive Net Change MSFTPositive Net Change

Supriyo Bose

Sanmina Rides on Holistic Growth: Should You Bet on the Stock?

SANM's integrated manufacturing, 42Q platform and ZT Systems deal support growth, but supply-chain woes, tariffs and high R&D costs pose risks.

SANMNegative Net Change AMDNegative Net Change JBLNegative Net Change CLSNegative Net Change

Shrabana Mukherjee

SoundHound Expands IoT Footprint: Can Agentic AI Reach More Devices?

SOUN is expanding OASYS across cars, TVs and IoT devices, aiming to turn connected endpoints into agentic AI transaction channels.

SOUNNegative Net Change GOOGLPositive Net Change CRNCPositive Net Change

Supriyo Bose

3 Communication Stocks Likely to Gain From Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. CIEN, VIAV and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

CIENPositive Net Change VIAVNegative Net Change OOMANegative Net Change

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 TRVGNegative 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 OOMANegative Net Change