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telecom: Archive
AT&T vs. Verizon: Which Telecom Stock Has Better Upside Now?
by Supriyo Bose
T vs. VZ: 5G growth, fiber expansion, and valuation tilt the edge. See which telecom stock offers better upside now.
TPositive Net Change VZPositive Net Change TMUSPositive Net Change
communications iot mobile tech-stocks telecom
ASTS vs. VSAT: Which Satellite Stock is the Better Buy Today?
by Supriyo Bose
Viasat emerges stronger than AST SpaceMobile on valuation, growth stability and performance, making it the more compelling satellite stock pick now.
TPositive Net Change VZPositive Net Change VSATNegative Net Change ASTSNegative Net Change
artificial-intelligence communications iot mobile tech-stocks telecom
Corning vs. Qualcomm: Which 5G Enabler Stock is the Better Buy Now?
by Supriyo Bose
A fiber-driven growth, AI demand and stronger estimates position GLW ahead of QCOM despite valuation gaps.
INTCNegative Net Change QCOMNegative Net Change NVDANegative Net Change GLWNegative Net Change AVGONegative Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks telecom
Calix One and Private Cloud: The Next Margin Inflection
by Supriyo Bose
CALX eyes margin inflection as Calix One and private cloud push boost software mix, despite near-term noise and long Tier 1 adoption timelines.
ADTNNegative Net Change CIENNegative Net Change CALXNegative Net Change GOOGLNegative Net Change
artificial-intelligence cloud-computing communications iot tech-stocks telecom
Is CALX Stock Fairly Valued? A Neutral View and $56 Target
by Supriyo Bose
CALX trades at a discount with a $56 target, balancing a strong growth outlook against timing risks in BEAD, margins, and large-deal cycles.
ADTNNegative Net Change CIENNegative Net Change CALXNegative Net Change
artificial-intelligence cloud-computing communications iot tech-stocks telecom
CALX Growth Drivers Investors Should Watch: BEAD, Gen3 and Agentic AI
by Supriyo Bose
Calix builds growth on BEAD-funded fiber, Gen3 shift and agentic AI, with strong backlog visibility but timing and margin noise still in focus.
ADTNNegative Net Change CIENNegative Net Change CALXNegative Net Change
artificial-intelligence communications iot tech-stocks telecom
ANET Rises 73.3% in a Year: How Should You Play the Stock?
by Aritra Chatterjee
Arista Networks' stock jumps 73% in a year on booming AI networking demand and strong cash flow, but competition, rising costs and customer concentration remain risks.
CSCONegative Net Change ANETNegative Net Change HPENegative Net Change
communications tech-stocks telecom
Sanmina Benefits From AI Focus: Should You Join the Bandwagon?
by Supriyo Bose
SANM doubles down on AI infrastructure with the ZT Systems buyout and hyperscaler ties, aiming to capture booming data-center demand despite competition and tariff pressures.
AMDNegative Net Change JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change
artificial-intelligence communications electronics iot tech-stocks telecom
AST Spacemobile Rises 181% in a Year: How to Play the Stock?
by Aritra Chatterjee
AST SpaceMobile stock surges 181% in a year, fueled by BlueBird 6's launch, telecom partnerships and U.S. contracts, but high costs and premium valuation raise risks.
VSATNegative Net Change GSATNegative Net Change ASTSNegative Net Change
communications tech-stocks telecom
Should You Avoid QCOM Stock Amid Declining Estimate Revisions?
by Supriyo Bose
Qualcomm faces falling FY26???27 estimates, China trade pressure, softer handset demand and rising R&D costs, raising concerns about margins and near-term growth.
QCOMNegative Net Change AVGONegative Net Change HPENegative Net Change
artificial-intelligence communications computers iot mobile semiconductor tech-stocks telecom