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telecom: Archive

Aritra Chatterjee

Is AT&T Worth Buying as Fiber Growth Offsets Rising Leverage Risks?

T's strong fiber and wireless growth and attractive valuation bolster its investment case, but rising debt, legacy declines and interest costs cloud its outlook.

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Aritra Chatterjee

Is Verizon Stock Worth Buying Ahead of Q3 Earnings Release?

VZ heads into Q3 earnings with strong customer metrics, fiber expansion and an attractive valuation, but intense competition and high debt warrant caution.

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Supriyo Bose

IBM Stock Before Q3 Earnings Release: To Buy or Not to Buy?

IBM faces a crucial Q3 earnings test as AI and hybrid cloud growth opportunities clash with mounting competition, margin pressures and premium valuation.

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Supriyo Bose

Celestica vs. SpaceX: Which Aerospace Stock is the Better Buy Now?

SPCX outpaces CLS in stock performance and earnings estimate revisions, but Celestica offers a cheaper valuation.

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Aritra Chatterjee

Does T Stock Deserve a Spot in Your Portfolio Ahead of Q3 Earnings?

AT&T heads into Q3 earnings with a positive earnings surprise outlook, fiber expansion and network upgrades, but competition and declining estimates pose challenges.

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Aritra Chatterjee

NOK Gears Up to Report Q3 Earnings: Buy, Sell or Hold the Stock?

Nokia heads into Q3 earnings with AI-driven growth opportunities, rising cloud revenue and new 5G initiatives, but competition and restructuring costs remain concerns.

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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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Aritra Chatterjee

NOK Stock Increases 16.2% in Six Months: What Should Investors Do?

Nokia's AI & Cloud growth and expanding AI networking efforts support its outlook, but cyclical telecom spending and competition remain concerns.

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Aritra Chatterjee

Corning Surges 93% Year to Date: How to Play the Stock

GLW's AI-driven optical growth, major data-center deals and surging solar sales are reshaping its outlook despite valuation and profit risks.

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