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telecom: Archive

Aritra Chatterjee

Corning Q3 Sales Jump 19% as AI Optical Demand and Margins Accelerate

GLW's Q3 sales surge 19% as AI-driven optical demand fuels earnings growth and margin expansion, while major customer deals support its long-term outlook.

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Aritra Chatterjee

T vs. GLW: Which Telecom Infrastructure Stock Is the Better Buy?

AT&T and Corning are tapping into 5G, fiber and AI-driven connectivity demand, but differences in growth, valuation and financial risks warrant a closer look.

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Supriyo Bose

ERIC vs. NOK: Which 5G Infrastructure Stock is the Better Buy Now?

Nokia edges out Ericsson as the better 5G infrastructure stock, backed by stronger 2026 growth estimates and stock gains, despite its higher valuation.

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Aritra Chatterjee

VZ vs. ASTS: Which Telecom Stock Has the Stronger Investment Case?

Verizon's wireless and broadband expansion faces off against AST SpaceMobile's satellite ambitions. How do their growth prospects, risks and valuations compare?

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Supriyo Bose

IBM vs. Qualcomm: Which AI Tech Giant Has More Upside Now?

IBM and QCOM are expanding their AI footprints, but contrasting growth prospects, competitive pressures and valuations make one stock more attractive.

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Aritra Chatterjee

Is ANET Stock a Smart Investment Option Before Q3 Earnings Release?

Arista Networks heads into Q3 earnings with rising estimates, strong AI networking demand and product innovation, but elevated valuation and supply chain costs remain key concerns.

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Aritra Chatterjee

Is Corning Stock a Smart Investment Option Before Q3 Earnings Release?

Corning heads into Q3 earnings with rising estimates, AI-driven optical demand and major customer agreements, while Solar profitability recovery remains a key factor to watch.

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Aritra Chatterjee

Is AT&T Worth Buying as Fiber Growth Offsets Rising Leverage Risks?

T's strong fiber and wireless growth and attractive valuation bolster its investment case, but rising debt, legacy declines and interest costs cloud its outlook.

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Aritra Chatterjee

Is Verizon Stock Worth Buying Ahead of Q3 Earnings Release?

VZ heads into Q3 earnings with strong customer metrics, fiber expansion and an attractive valuation, but intense competition and high debt warrant caution.

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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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