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Supriyo Bose

Verizon Private 5G Network Gains Traction: Can it Boost Revenues?

VZ lands a multibillion-dollar deal to deploy Private 5G across the Thames Estuary, transforming key U.K. logistics and manufacturing hubs.

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Supriyo Bose

Intel vs. NVIDIA: Which AI-Focused Chip Stock is the Better Buy?

NVIDIA's AI-driven growth outpaces Intel's, but a lower valuation keeps INTC in the race for investor attention.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on? (Revised)

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over ASTS.

TNegative Net Change VZNegative Net Change IRDMPositive Net Change ASTSPositive Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change NVDANegative Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Supriyo Bose

2 Communication Stocks Likely to Tide Over Industry Challenges

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks.

ATEXNegative Net Change BANDPositive Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

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Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change SANMPositive Net Change

Supriyo Bose

3 Communication Stocks Poised to Ride on Sector Strength

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TELNY, DTEGY and TEF are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

DTEGYNegative Net Change TEFNegative Net Change TELNYNegative Net Change

Supriyo Bose

Celestica Margin Pressure Likely to Continue on Macro Woes

CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change

Supriyo Bose

Qualcomm to Expand Into Data Centers With Alphawave Semi Buyout

QCOM will acquire Alphawave Semi for $2.4B, expanding into data centers and AI with high-performance chiplets.

INTCNegative Net Change QCOMNegative Net Change AMDPositive Net Change