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tech-stocks: Archive

Aritra Chatterjee

T Expands Service Assurance for SMBs: Will It Lift Prospects?

AT&T's new small business guarantee adds bill credits and faster support, aiming to boost retention and ease downtime concerns in a competitive market.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Aritra Chatterjee

Celestica vs. Arista: Which AI Infrastructure Stock is a Better Buy?

AI infrastructure demand is surging as CLS and ANET expand offerings, but key differences in growth drivers and challenges shape their outlook.

CLSPositive Net Change ANETPositive Net Change HPEPositive Net Change

Supriyo Bose

Calix One and Private Cloud: The Next Margin Inflection

CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.

ADTNPositive Net Change CIENPositive Net Change CALXNegative Net Change GOOGLNegative Net Change

Supriyo Bose

Is CALX Stock Fairly Valued? A Neutral View and $56 Target

CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.

ADTNPositive Net Change CIENPositive Net Change CALXNegative Net Change

Zacks Equity Research

Can Intel's Partnership With NVIDIA on Xeon 6 Propel Its Shares?

INTC's new Xeon 6 processors are set to power NVIDIA's DGX Rubin NVL8 systems, boosting real-time AI performance across cloud and edge devices.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change NVDAPositive Net Change

Nilanshi Mukherjee

AEIS Gains From Robust Industrial and Medical Segment: What's Ahead?

Advanced Energy sees rising traction in industrial and medical markets, backed by new product launches, design wins, and expectations to outgrow the market in 2026.

AMENegative Net Change AEISNegative Net Change NOVTNegative Net Change

Zacks Equity Research

Semtech's Q4 Earnings Surpass Estimates, Revenues Increase Y/Y

SMTC tops Q4 estimates as revenues rise 9% on strong data center demand, though margins decline amid higher expenses.

LRCXNegative Net Change FORMPositive Net Change SMTCPositive Net Change CRUSNo Net Change

Zacks Equity Research

Silicon Motion Technology and Eos Energy Enterprises have been highlighted as Zacks Bull and Bear of the Day

SIMO rides AI storage boom with surging revenue, rising estimates, and major GPU wins, while Eos Energy sinks after steep earnings miss and outlook cuts.

AMDPositive Net Change MUNegative Net Change NVDAPositive Net Change SIMONegative Net Change EOSENegative Net Change

Zacks Equity Research

Markets Wait for Fed's FOMC Meeting

Markets Wait for Fed's FOMC Meeting.

MNegative Net Change MUNegative Net Change LULUNegative Net Change DOCUPositive Net Change TMENegative Net Change OKLOPositive Net Change

Zacks Equity Research

How Everpure is Leveraging Its Platform to Capture the AI Infra Boom

PSTG advances AI push with Evergreen//One and FlashBlade//EXA upgrades, targeting simpler deployment, faster performance and scalable enterprise AI growth.

NTAPPositive Net Change NVDAPositive Net Change HPEPositive Net Change PSTGPositive Net Change