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Supriyo Bose

Intel Surges 222% in a Year: Should Investors Join the Bandwagon?

INTC's 222% surge reflects AI momentum, stronger manufacturing execution and rising estimates, though margin and China risks persist.

INTCNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

Array Digital Transitions to a Tower-Focused Business: Worth a Buy?

AD's tower-focused shift is boosting recurring revenue, with T-Mobile leases, rising colocations and spectrum monetization supporting growth.

ADPositive Net Change TMUSNegative Net Change GOGOPositive Net Change CCOIPositive Net Change

Supriyo Bose

SKHY Likely to Gain From a Potential Intel Partnership: Worth a Buy?

SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.

SKHYPositive Net Change INTCNegative Net Change FORMNegative Net Change ASXPositive Net Change

Supriyo Bose

SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?

SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.

SMCAYNegative Net Change GRMNNegative Net Change DAKTPositive Net Change

Zacks Equity Research

Can Verizon's Latest Motorola Device Offers Drive Customer Growth?

VZ expands its Motorola lineup with device discounts, flexible upgrades, loyalty rewards and AI benefits for attracting and retaining customers.

VZPositive Net Change TNegative Net Change TMUSNegative Net Change

Supriyo Bose

Should You Bet on TMUS After Dividend Hike Amid Macro Uncertainty?

T-Mobile's 15% dividend hike, stronger cash flow, and service revenue growth bolster its case, while competition, macro pressures and $84.6B in debt pose risks.

TMUSNegative Net Change TNegative Net Change VZPositive Net Change

Supriyo Bose

Should CCOI Be in Your Portfolio After Plummeting 80.7% in a Year?

Cogent's 80.7% plunge reflects debt and cash-flow concerns, but rapid wavelength growth, expanding margins and asset sales offer signs of a potential recovery.

CCOIPositive Net Change TNegative Net Change VZPositive Net Change

Nalak Das

Buy 3 Mobile Payment Stocks to Tap Solid Short-Term Upside Potential

ACIW, PAY and RELY show strong earnings revisions and short-term price upside potential as digital payments expand.

PAYPositive Net Change ACIWPositive Net Change RELYPositive Net Change