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Supriyo Bose

ASTS' Bottom Line Plummets: Should You Stay Cautious About the Stock?

AST SpaceMobile faces mounting losses, high operating costs and launch risks despite ambitious satellite expansion plans.

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Supriyo Bose

SPCX to Acquire 800 MHz Spectrum for Superior Network: Buy the Stock?

SpaceX's acquisition of Grain Management's 800 MHz spectrum could boost Starlink Mobile's coverage, strengthen its wireless ambitions and unlock growth opportunities.

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Supriyo Bose

Silicon Motion Boosts AI Infrastructure Capabilities: Reason to Buy?

SIMO's AI storage expansion, led by MonTitan, fuels growth prospects, but supply-chain constraints and stiff competition pose risks. Is it a buy?

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Supriyo Bose

IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?

IBM expands Bob with self-hosted AI deployment, supporting secure enterprise modernization while hybrid cloud growth faces stiff competition and pricing pressure.

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Supriyo Bose

Sanmina Rides on Holistic Growth: Should You Bet on the Stock?

SANM's integrated manufacturing, 42Q platform and ZT Systems deal support growth, but supply-chain woes, tariffs and high R&D costs pose risks.

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Shrabana Mukherjee

SoundHound Expands IoT Footprint: Can Agentic AI Reach More Devices?

SOUN is expanding OASYS across cars, TVs and IoT devices, aiming to turn connected endpoints into agentic AI transaction channels.

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Supriyo Bose

3 Communication Stocks Likely to Gain From Industry Tailwinds

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. CIEN, VIAV and OOMA are well-positioned to make the most of the demand for seamless connectivity solutions.

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Supriyo Bose

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

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