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telecom: Archive

Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

JBLPositive Net Change ASTSPositive Net Change TPositive Net Change VZPositive Net Change SANMNo Net Change

Supriyo Bose

Verizon vs. SpaceX: Which Stock Has Better Growth Prospects?

VZ's 5G, broadband and fiber growth, stronger price performance and cheaper valuation make it better placed than SPCX despite slower 2026 sales growth.

VZPositive Net Change SPCXNegative Net Change

Aritra Chatterjee

AT&T vs. Nokia: Which Telecom Stock Is the Better Buy Now?

AT&T and Nokia are positioning for an AI-driven shift in telecom, with fiber, 5G, cloud and network technology shaping the outlook.

TPositive Net Change NOKNegative Net Change ERICNegative Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMNegative Net Change ASMLNegative Net Change

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCPositive Net Change MPWRNegative Net Change AMDPositive Net Change NVDANegative Net Change

Aritra Chatterjee

ASTS Stock Declines 24.4% in Six Months: Time to be Cautious?

AST SpaceMobile's 24.4% six-month slide reflects deployment, regulatory and capital risks despite strong liquidity, partnerships and broadband progress.

ASTSPositive Net Change GSATNegative Net Change SPCXNegative Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMNo Net Change SIMONegative Net Change JBLPositive Net Change

Supriyo Bose

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

SIMONegative Net Change AMDPositive Net Change IBMNegative Net Change

Supriyo Bose

SpaceX Briefly Reclaims $2 Trillion Market Cap: Should You Buy?

SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.

SPCXNegative Net Change TPositive Net Change VZPositive Net Change

Aritra Chatterjee

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

Corning's rising earnings estimates and AI-driven optical demand fuel growth, but smartphone weakness, customer concentration and tariffs pose risks.

GLWNegative Net Change CIENPositive Net Change APHPositive Net Change