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Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCOPositive Net Change ANETPositive Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

INTC Plunges 35% in the Past Year: Should You Dump the Stock?

INTC stock plunges 35% in a year as margin pressures, China risks and AI missteps cloud its turnaround efforts.

INTCNegative Net Change AMDPositive Net Change NVDANegative Net Change

Shaun Pruitt

Buy into Broadcom's AI Growth as VMware Lifts Q2 Earnings?

Able to exceed its Q2 expectations, Broadcom's acquisition of VMware is helping the chip giant's AI infrastructure capabilities.

AVGONegative Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change METAPositive Net Change

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Will the Launch of watsonx AI Labs Be a Game Changer for IBM?

IBM opens watsonx AI Labs in NYC to co-create enterprise AI with startups and scale-ups, boosting its AI innovation push.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Arista Stock Surges 12.5% in 3 Months: Worth a Solid Buy?

ANET gains 12.5% in three months as strong demand, AI focus and software strength fuel investor optimism.

CSCOPositive Net Change ANETPositive Net Change

Supriyo Bose

3 Wireless Stocks Likely to Gain Despite Industry Headwinds

TMUS, VZ and GOGO are set to ride long-term gains from 5G momentum and rising demand for wireless connectivity.

TMUSNegative Net Change VZNegative Net Change GOGOPositive Net Change

Supriyo Bose

CLS Outpaces Industry in the Past 3 Months: Reason to Buy the Stock? (Revised)

CLS surges 24.3% in 3 months, outpacing peers as AI-fueled demand lifts its data center and networking solutions.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Urmimala Biswas

Fintech Tailwind and Cheap Valuation Make StoneCo a Buy Today

STNE gains from fintech tailwinds, repricing power and PIX monetization while trading below peers on valuation.

PAGSNegative Net Change STNENegative Net Change DLOPositive Net Change

Supriyo Bose

ASTS Declines 15.6% in the Past 3 Months: Reason to Worry?

ASTS falls 15.6% in three months as weak earnings and rising costs weigh on it, despite tech gains and big-name carrier deals.

TNegative Net Change VZNegative Net Change AVNWNegative Net Change CMTLPositive Net Change ASTSPositive Net Change

Supriyo Bose

CLS Outpaces Industry in the Past 3 Months: Reason to Buy the Stock?

CLS surges 24.3% in 3 months, outpacing peers as AI-fueled demand lifts its data center and networking solutions.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change