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telecom: Archive

Aritra Chatterjee

Verizon Shares Rise 23.3% YTD: How Should You Play the Stock?

VZ's cost cuts, customer-focused strategy and AI infrastructure push are fueling gains, but competition and high debt remain key concerns.

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Supriyo Bose

QCOM's Japan Robotics Outlay Targets Edge AI: Reason to Buy the Stock?

Qualcomm's Japan robotics push targets edge AI growth and diversification, but margin pressure, weak estimates and Apple's modem shift cloud the outlook.

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Aritra Chatterjee

AT&T Increases 4.7% Year to Date: How to Play the Stock?

T gains 4.7% YTD as fiber and wireless growth support momentum, while heavy investment, competition and debt remain key challenges.

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Aritra Chatterjee

Nokia Stock Increases 135.8% in a Year: Should You Invest?

NOK's 135.8% surge reflects booming AI and cloud demand, but heavy investment, competition and financial pressure create key risks.

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Arijit Sarkar

Can ASTS Turn Its BlueBird Launch Push Into Meaningful 2026 Revenues?

AST SpaceMobile???s rapid BlueBird rollout lifts its network to 13 satellites as it targets beta service, 2026 revenue growth and 45 satellites by early 2027.

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Arijit Sarkar

Is ASTS Worth Buying as Growth Collides With a Premium Valuation?

AST SpaceMobile pairs rapid revenue growth and major carrier partnerships with a steep valuation, heavy spending and demanding satellite execution.

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Arijit Sarkar

ASTS Falls 47.5% in 3 Months as Execution Risks Stay Elevated

AST SpaceMobile's 47.5% slide comes as rapid satellite deployment, heavy spending and launch risk collide with a push toward commercial service.

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Mark Zinski

2 Microcaps for Your Watchlist

OPTX and ATGN are in high growth verticals.

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Supriyo Bose

Is QCOM Stock a Buy as Auto and AI Growth Offset Handset Weakness?

QCOM's diversification gains momentum, but Apple exposure, handset weakness and margin pressure keep the buy case from turning decisive.

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Supriyo Bose

Qualcomm Q3 Results Put Auto Growth and Handset Weakness in Focus

Qualcomm's Q3 revenue beat was offset by an earnings miss as record auto growth contrasted with handset weakness and continued margin pressure.

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