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iot: Archive
AT&T vs. Verizon: Which Telecom Stock Has Better Upside Now?
by Supriyo Bose
T vs. VZ: 5G growth, fiber expansion, and valuation tilt the edge. See which telecom stock offers better upside now.
TNegative Net Change VZNegative Net Change TMUSPositive Net Change
communications iot mobile tech-stocks telecom
IBM Closes Confluent Buyout to Power AI: Will it Propel its Shares?
by Zacks Equity Research
IBM closes $11 billion Confluent deal to boost real-time data streaming and power AI-driven workflows across hybrid environments.
AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change
artificial-intelligence cloud-computing communications computers iot tech-stocks
Can Celestica's Tie-Up With AMD for AI Switches Stoke Growth?
by Zacks Equity Research
CLS teams up with AMD to build Helios AI platform switches, enabling high-speed GPU links and strengthening its play in booming hyperscale AI demand.
AMDNegative Net Change NVDANegative Net Change CLSNegative Net Change ANETNegative Net Change
artificial-intelligence communications computers internet iot tech-stocks
ASTS vs. VSAT: Which Satellite Stock is the Better Buy Today?
by Supriyo Bose
Viasat emerges stronger than AST SpaceMobile on valuation, growth stability and performance, making it the more compelling satellite stock pick now.
TNegative Net Change VZNegative Net Change VSATPositive Net Change ASTSPositive Net Change
artificial-intelligence communications iot mobile tech-stocks telecom
Corning vs. Qualcomm: Which 5G Enabler Stock is the Better Buy Now?
by Supriyo Bose
A fiber-driven growth, AI demand and stronger estimates position GLW ahead of QCOM despite valuation gaps.
INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change GLWNegative Net Change AVGONegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks telecom
Gorilla's Yotta Deal Taps India's AI Boom: $500M Opportunity Ahead
by Kaibalya Pravo Dey
GRRR's $500M Yotta deal anchors it in India's booming AI market, signaling major growth potential in sovereign AI infrastructure.
PANWPositive Net Change ZSPositive Net Change GRRRNegative Net Change
artificial-intelligence iot
Calix One and Private Cloud: The Next Margin Inflection
by Supriyo Bose
CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.
ADTNNegative Net Change CIENNegative Net Change CALXPositive Net Change GOOGLPositive Net Change
artificial-intelligence cloud-computing communications iot tech-stocks telecom
Is CALX Stock Fairly Valued? A Neutral View and $56 Target
by Supriyo Bose
CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.
ADTNNegative Net Change CIENNegative Net Change CALXPositive Net Change
artificial-intelligence cloud-computing communications iot tech-stocks telecom
CALX Growth Drivers Investors Should Watch: BEAD, Gen3 and Agentic AI
by Supriyo Bose
Calix builds growth on BEAD-funded fiber, Gen3 shift and agentic AI, with strong backlog visibility but timing and margin noise still in focus.
ADTNNegative Net Change CIENNegative Net Change CALXPositive Net Change
artificial-intelligence communications iot tech-stocks telecom
After Golden Cross, Garmin (GRMN)'s Technical Outlook is Bright
by Zacks Equity Research
Is it a good or bad thing when a stock experiences a golden cross technical event?
GRMNPositive Net Change
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