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Arijit Sarkar

Can ASTS Satellites Drive Future Defense Communication Growth?

AST SpaceMobile satellites enable direct smartphone communication for troops and responders, boosting defense connectivity in remote or disrupted areas.

VSATPositive Net Change GSATPositive Net Change ASTSPositive Net Change

Supriyo Bose

Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Supriyo Bose

Qualcomm Witnesses Just 8.2% Growth in Past Year: Reason to Worry?

QCOM's 8.2% stock rise trails the industry, as margin pressure, China risks and fierce chip competition weigh on growth.

QCOMPositive Net Change AVGOPositive Net Change HPENegative Net Change

Supriyo Bose

Jabil Rises 58% in a Year on Secular Growth Drivers: Worth Buying Now?

JBL surges 58% in a year, fueled by AI demand, end-market diversity and bullish 2026 earnings guidance.

INTCPositive Net Change JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Zacks Equity Research

Can Intel's Xeon 6900 Processors Drive Long-Term Growth?

INTC boosts server CPU leadership as Xeon 6900 powers SMCI's 6U SuperBlade, delivering up to 128 cores, faster DDR5, and built-in AI acceleration.

INTCPositive Net Change QCOMPositive Net Change AMDNegative Net Change SMCIPositive Net Change

Zacks Equity Research

Can T-Mobile's Customer-Focused Strategy Benefit the Stock?

TMUS boosts NYC's 5G network for the holidays, ensuring fast, reliable service for residents, visitors and first responders.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Can Verizon's Fios and Fiber Push Deliver Strong Growth Impetus?

VZ ramps up fiber and 5G integration, aiming for faster broadband, expanded Fios reach and enhanced enterprise cloud and AI connectivity.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

Can Qualcomm Stock Benefit From a Foray Into Mid-Range AI Chips?

QCOM targets the AI PC market with a mid-range Snapdragon X chip, aiming to boost growth and stay competitive in 2026 and beyond.

INTCPositive Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

Can Corning's Fiber Optics Focus Strategy Drive Long-Term Growth?

GLW sharpens its focus on fiber optics as demand surges from AI, 5G and cloud-driven data consumption trends.

APHPositive Net Change GLWPositive Net Change COMMNegative Net Change

Supriyo Bose

2 Instruments Stocks Likely to Benefit From Industrial Digitization

The increasing adoption of industrial automation, focus on higher energy efficiency and optimum resource utilization should drive the Zacks Instruments - Control industry. ST and THR are well-positioned to gain from the evolving market dynamics.

STPositive Net Change THRPositive Net Change

Zacks Equity Research

Can IBM's AI Investments Secure Future Market Leadership?

International Business Machines teams up with Pearson to roll out AI-powered learning tools, expanding its AI footprint in education and enterprise solutions.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change CFLTPositive Net Change

Zacks Equity Research

Can CommScope's Fiber Optics Focus Drive Long-Term Growth?

COMM pushes fiber-optic innovation with high-performance solutions for data centers and edge networks, targeting faster, reliable 40G/100G connectivity.

APHPositive Net Change GLWPositive Net Change COMMNegative Net Change

Zacks Equity Research

QCOM Rides on Strength in Premium Handset Market: Will it Sustain?

Qualcomm's handset revenues surge 14% on strong Snapdragon demand, even as competition, trade tensions, and in-house chips challenge its smartphone business.

QCOMPositive Net Change AAPLNegative Net Change AVGOPositive Net Change

Shreya Majumder

4 Cybersecurity Stocks With Strong Demand and Durable Moats for 2026

Cybersecurity demand is set to grow through 2026, and QLYS, FTNT, CRWD & PANW are the four stocks with strong demand signals and competitive moats.

FTNTPositive Net Change PANWPositive Net Change QLYSNegative Net Change CYBRPositive Net Change CRWDPositive Net Change

Zacks Equity Research

Will Kodiak Collaboration Strengthen Verizon's Growth Prospects?

VZ teams up with Kodiak AI to bring 5G and IoT to autonomous trucks, enabling safer, smarter, and more connected freight operations.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change KDKNegative Net Change

Arijit Sarkar

Will Partnership With Sovato Boost T's Prospects in Digital Health?

AT&T teams up with Sovato to expand digital healthcare access, combining 5G and cloud tools for virtual care in remote areas.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

Can AI Data Center Partnership With Fortinet Lift Arista's Shares?

ANET teams up with Fortinet to deliver a secure, high-speed AI data center solution, boosting scalable, zero-trust AI infrastructure.

CSCONegative Net Change FTNTPositive Net Change ANETNegative Net Change HPENegative Net Change

Zacks Equity Research

CLS Focuses on High-Bandwidth AI Portfolio: A Sign of More Upside?

Celestica's 400G, 800G, and next-generation 1.6T Ethernet switches power faster, energy-efficient AI data centers as hyperscale cloud demand surges.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change