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telecom: Archive
SPCX Shares Fall Despite Solid Q2 Results: Should You Pivot?
by Supriyo Bose
SpaceX beats Q2 estimates as revenue surged 92%, but shares sank as $18.4B in capital spending raised cash-flow and valuation concerns.
SPCXPositive Net Change TPositive Net Change VZPositive Net Change
aerospace artificial-intelligence communications iot mobile tech-stocks telecom
Should Investors Buy ADTN or Wait for Better Execution Signals?
by Aritra Chatterjee
ADTN's fiber broadband and AI networking opportunities remain strong, but execution challenges and weaker earnings outlook suggest patience may be the better strategy.
ADTNNegative Net Change NOKNegative Net Change CIENNegative Net Change
communications tech-stocks telecom
ADTN Falls 46.2% in 3 Months: Is the Selloff Now Overdone?
by Aritra Chatterjee
ADTN has plunged 46.2% in three months as execution issues hit margins, but fiber broadband and AI networking trends keep its long-term growth story alive.
ADTNNegative Net Change NOKNegative Net Change CIENNegative Net Change
communications tech-stocks telecom
Can ADTRAN's AI Networking Push Offset Near-Term Execution Risks?
by Aritra Chatterjee
ADTN is expanding its AI networking portfolio, but execution issues and margin pressure may delay the payoff from growing AI infrastructure demand.
ADTNNegative Net Change NOKNegative Net Change CIENNegative Net Change
artificial-intelligence tech-stocks telecom
TMUS Raises Cash Flow Outlook After Another Strong Earnings Quarter
by Aritra Chatterjee
TMUS lifts its free cash flow outlook after strong subscriber growth, rising service revenue and expanding broadband momentum strengthen quarterly results.
TMUSPositive Net Change TPositive Net Change VZPositive Net Change
communications tech-stocks telecom
Should Investors Buy TMUS or Wait for Better Risk-Reward Ahead?
by Aritra Chatterjee
T-Mobile US continues adding subscribers and expanding broadband, but can strong growth keep justifying its premium valuation amid intense wireless competition?
TMUSPositive Net Change TPositive Net Change VZPositive Net Change
communications tech-stocks telecom
Should You Buy Ericsson or Wait as Value Meets Slower Growth?
by Aritra Chatterjee
Ericsson offers attractive value and resilient margins, but slower carrier spending and muted growth leave investors weighing whether to buy now or wait.
ERICPositive Net Change NOKNegative Net Change CSCONegative Net Change
communications tech-stocks telecom
Ericsson Down 13.8% in 3 Months: Is This a Buying Opportunity?
by Aritra Chatterjee
Ericsson shares have slid 13.8% in three months, but improving margins, cost discipline and 5G investments raise the question: Is the pullback an opportunity?
ERICPositive Net Change NOKNegative Net Change CSCONegative Net Change
communications tech-stocks telecom
Should You Reconsider QCOM Stock Amid Downward Estimate Revisions?
by Supriyo Bose
Qualcomm faces falling fiscal 2026 and 2027 earnings estimates as handset weakness, margin pressure and competition offset automotive and IoT gains.
QCOMPositive Net Change AVGOPositive Net Change HPENegative Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks telecom
Can IBM's Sovereign AI Solutions for India Propel the Stock Higher?
by Supriyo Bose
IBM's sovereign AI partnership with Sarvam targets India's public sector, while hybrid cloud demand and rising estimates support growth prospects.
IBMNegative Net Change AMZNNegative Net Change MSFTPositive Net Change
artificial-intelligence cloud-computing computers iot saas tech-stocks telecom