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Supriyo Bose

Silicon Motion Vs. Qualcomm: Which Chipmaker Has More Potential?

SIMO outshines QCOM in stock performance, earnings estimates and valuation to be the better semiconductor investment.

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Supriyo Bose

Should You Exercise Caution on ASTS Stock After Soft Q3 Results?

AST SpaceMobile's Q3 earnings miss, surging operating costs and downward estimate revisions raise caution despite progress in satellite deployment.

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Supriyo Bose

Inherent Sector Strength Poised to Aid These 2 Communication Stocks

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.

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Supriyo Bose

SpaceX to Build $24B TX Data Center & Gas Plant: Stock Worth a Bet?

SPCX's $24B Texas data center and gas plant could boost AI computing capacity and energy security, but steep costs and regulatory risks pose challenges.

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Supriyo Bose

INTC vs. TSM: Which Semiconductor Stock Has More Upside Now?

Intel leads in stock gains and valuation, but TSM's stronger AI demand, advanced chipmaking leadership and earnings outlook make it the more compelling pick.

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Supriyo Bose

INTC Stock Down 57% in the Past 6 Months: Should You Exercise Caution?

Intel's 56.5% stock plunge, weak Q4 outlook and China headwinds raise concerns, even as foundry growth and AI investments bolster its turnaround prospects.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change