Back to top

iot: Archive

Supriyo Bose

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

VSATNegative Net Change CMTLNegative Net Change ASTSPositive Net Change

Zacks Equity Research

BB Radar Expands Asset Intelligence: New Growth Engine in the Making?

BlackBerry is positioning Radar as an Asset Intelligence Platform, with DCLI's 100,000-chassis deployment showcasing its potential beyond GPS tracking.

BBPositive Net Change QCOMNegative Net Change NVDANegative Net Change

Supriyo Bose

SpaceX Focuses on Compute-Renting Model: Can It Make a Comeback?

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

SPCXPositive Net Change IRENPositive Net Change NBISNegative Net Change

Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

JBLNegative Net Change ASTSPositive Net Change TPositive Net Change VZPositive Net Change SANMNegative Net Change

Supriyo Bose

Verizon vs. SpaceX: Which Stock Has Better Growth Prospects?

VZ's 5G, broadband and fiber growth, stronger price performance and cheaper valuation make it better placed than SPCX despite slower 2026 sales growth.

VZPositive Net Change SPCXPositive Net Change

Supriyo Bose

ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds

ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.

ASMLNegative Net Change INTCNegative Net Change

Supriyo Bose

Should Investors Buy ASML as AI Growth Meets a Premium Valuation?

ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.

ASMLNegative Net Change LRCXNegative Net Change AMATNegative Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMNegative Net Change ASMLNegative Net Change

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCNegative Net Change MPWRNegative Net Change AMDNegative Net Change NVDANegative Net Change