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telecom: Archive
Corning Rides AI Data Center Growth as Optical Demand Accelerates
by Supriyo Bose
Corning's AI data-center deals are accelerating optical demand, while a $10 billion photonics goal and U.S. expansion raise the execution stakes.
GLWPositive Net Change AMZNPositive Net Change NVDAPositive Net Change METAPositive Net Change
cloud-computing communications tech-stocks telecom
Is GLW Stock Attractive After Its AI Rally and Earnings Momentum?
by Supriyo Bose
GLW's AI optics growth, stronger cash flow and rising estimates support upside, but a premium valuation leaves little room for execution misses.
GLWPositive Net Change NVDAPositive Net Change METAPositive Net Change
artificial-intelligence cloud-computing tech-stocks telecom television
Corning Growth Outlook Hinges on AI Optics and Solar Profitability
by Supriyo Bose
Corning's growth outlook rests on AI-driven optical demand and a solar ramp that must turn surging sales into consistent profits.
GLWPositive Net Change AMZNPositive Net Change NVDAPositive Net Change METAPositive Net Change
communications iot tech-stocks telecom
Is IBM Stock Worth Buying After Its Steep 2026 Share Price Pullback?
by Supriyo Bose
IBM's 2026 pullback improves its price, but modest growth, leverage and a still-full valuation keep the stock from looking clearly cheap.
IBMPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing tech-stocks telecom
IBM's Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
by Supriyo Bose
IBM???s recurring software growth, Red Hat momentum and AI consulting backlog support its 2026 outlook despite deal timing and mainframe weakness.
IBMPositive Net Change MSFTPositive Net Change ORCLPositive Net Change
artificial-intelligence cloud-computing commodities communications tech-stocks telecom
Should You Add VIAV Stock to Your Portfolio Ahead of Q4 Earnings?
by Aritra Chatterjee
VIAV faces fiscal Q4 earnings with AI networking launches and Spirent integration in focus, but weak telecom spending and cash flow concerns cloud the outlook.
VIAVPositive Net Change CIENPositive Net Change KEYSPositive Net Change
artificial-intelligence tech-stocks telecom
Is SpaceX Stock a Portfolio Must-Have Ahead of Q2 Earnings?
by Supriyo Bose
SPCX heads into its first public earnings report amid a 16.6% post-IPO drop, Starship progress and concerns over valuation, debt and AI expansion.
SPCXNegative Net Change TPositive Net Change VZPositive Net Change
artificial-intelligence communications earnings-preview iot mobile tech-stocks telecom
Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?
by Supriyo Bose
ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.
ANETPositive Net Change CSCOPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications earnings-preview iot software tech-stocks telecom
SpaceX Plunged 51.8% from Its Peak: Bull Trap or Buying Opportunity?
by Supriyo Bose
SPCX???s 51.8% slide from its peak reflects fading IPO euphoria, valuation pressure and earnings uncertainty despite continued operational progress.
SPCXNegative Net Change AMZNPositive Net Change MSFTPositive Net Change
aerospace artificial-intelligence communications iot mobile tech-stocks telecom
How Verizon is Positioning Itself for the Next Wave of AI Connectivity
by Aritra Chatterjee
VZ is expanding AI connectivity, fiber and converged services to diversify growth, but can its long-term investments deliver as planned?
VZPositive Net Change TPositive Net Change LUMNNegative Net Change
artificial-intelligence communications tech-stocks telecom