Back to top

telecom: Archive

Aritra Chatterjee

Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?

VIAV's 18.2% pullback contrasts with surging revenue, earnings and margins, but weak wireless demand and dilution cloud the growth story.

VIAVNegative Net Change ADTNNegative Net Change KNNegative Net Change

Supriyo Bose

Does ASTS Stock Warrant Caution After Lackluster Q2 Performance?

AST SpaceMobile's Q2 loss and revenue missed estimates as operating costs surged, while satellite deployment progress keeps its long-term growth story intact.

ASTSNegative Net Change AVNWNegative Net Change CMTLPositive Net Change

Supriyo Bose

AT&T vs. SpaceX: Which Connectivity Stock Has More Upside Now?

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

TPositive Net Change SPCXNegative Net Change VZPositive Net Change

Aritra Chatterjee

TDS Q2 Earnings Highlight Fiber Growth and Spectrum Monetization Gains

TDS earnings surge on spectrum gains as faster fiber deployment and stronger tower metrics reshape the company's growth outlook.

TDSPositive Net Change VZPositive Net Change TMUSPositive Net Change

Aritra Chatterjee

TDS Stock Buy, Hold or Wait as Fiber Growth Tests Execution Risks

TDS weighs accelerating fiber growth against negative free cash flow, higher capex and legacy declines as investors assess its next move.

TDSPositive Net Change VZPositive Net Change TMUSPositive Net Change

Aritra Chatterjee

Should You Bet on VZ Stock Amid Rising Earnings Estimate Revisions?

Verizon's rising earnings estimates, stronger wireless growth and AI infrastructure deals boost its long-term outlook, but debt and competition remain key risks.

VZPositive Net Change TPositive Net Change TMUSPositive Net Change

Aritra Chatterjee

Should Investors Buy T Stock as Earnings Estimates Improve?

AT&T's fiber expansion, wireless gains and bundled services support growth, but high capex, debt and competition raise key concerns.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

Intel vs. Qualcomm: Which Chip Stock is the Better Buy Now?

INTC's stronger 2026 growth outlook, AI PC momentum and price gains outweigh its premium valuation, making it the better chip pick than QCOM.

INTCPositive Net Change QCOMPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

Does Intel's Revenue Growth Signal a Turnaround in Its Fortunes?

INTC's 25% revenue jump, surging data center sales and AI PC growth point to a stronger recovery, even as margin and China risks persist.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

Jabil vs. Corning: Which AI Infrastructure Stock is the Better Buy?

JBL's cheaper valuation, broader AI hardware exposure and stronger 2026 growth estimates give it an edge over GLW despite its bigger rally.

GLWNegative Net Change JBLPositive Net Change SANMNegative Net Change