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telecom: Archive

Supriyo Bose

Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?

SANM outshines in 2026 outlook with surging sales, rising EPS estimates and cheaper valuation, while QCOM faces declines and revenue pressure.

QCOMPositive Net Change JBLPositive Net Change SANMPositive Net Change

Supriyo Bose

ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?

ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.

TPositive Net Change VZPositive Net Change ANETNegative Net Change ASTSNegative Net Change

Supriyo Bose

Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?

Arista posts record Q4 earnings as revenues jump to $2.49B, but margin pressure and flat estimates raise questions about its growth prospects.

CSCOPositive Net Change ANETNegative Net Change HPENegative Net Change

Supriyo Bose

IBM vs. Intel: Which AI-Focused Stock is the Better Buy Today?

IBM edges out Intel with stronger estimates, cheaper valuation and hybrid cloud-AI momentum despite fierce competition and margin pressure.

AMZNPositive Net Change INTCNegative Net Change MSFTNegative Net Change IBMPositive Net Change NVDAPositive Net Change

Supriyo Bose

Should You Avoid ASTS Stock Amid Declining Estimate Revisions?

AST SpaceMobile faces falling 2025-26 estimates, rising costs and stiff competition. Can BlueBird satellites offset mounting pressures?

AVNWPositive Net Change CMTLNegative Net Change ASTSNegative Net Change

Supriyo Bose

Does VZ's Solid Q4 Earnings Performance Warrant a Portfolio Re-Look?

Verizon beats Q4 estimates as wireless and broadband demand surged, but heavy 5G and fiber spending, price locks and margin pressure cloud the stock's outlook.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

Should T Stock Be Part of Your Portfolio Post Robust Q4 Earnings?

T beats Q4 estimates on strong wireless and broadband demand, fueled by fiber convergence and 5G, while legacy declines and margin pressure linger.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Supriyo Bose

Buy, Sell or Hold QCOM Stock? Key Tips Ahead of Q1 Earnings Release

QCOM eyes solid Q1 revenue on AI chip launches, but China tensions and sliding estimates cloud investor sentiment.

QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change

Supriyo Bose

Verizon Stock Before Q4 Earnings: A Sensible Buy or Risky Move?

VZ eyes Q4 gains with new 5G offerings and strong wireless traction, but margin pressures and soft outlook cloud the picture.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Aritra Chatterjee

Is T Stock a Smart Investment Option Before Q4 Earnings Release?

AT&T readies its Q4 earnings as 5G expansion, fiber broadband push shape expectations. Stiff competition remains a major headwind.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change