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telecom: Archive

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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Supriyo Bose

IBM Brings AI to Customer-Managed Infrastructure: Should You Invest?

IBM expands Bob with self-hosted AI deployment, supporting secure enterprise modernization while hybrid cloud growth faces stiff competition and pricing pressure.

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Aritra Chatterjee

QCOM Lags Industry Year to Date: What's the Next Move for Investors?

Qualcomm faces handset weakness, a faster Apple revenue drop and margin pressure, while its data-center push remains unproven amid competition.

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