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telecom: Archive

Supriyo Bose

QCOM Falls 30.6% in 3 Months as Handset Risks Challenge Auto Growth

Qualcomm's 30.6% slide reflects handset weakness and margin pressure, even as automotive growth and data center targets broaden its revenue mix.

QCOMNegative Net Change AAPLNegative Net Change STLANegative Net Change

Arijit Sarkar

Is CCOI a Buy as Margins Improve but Refinancing Risks Stay High?

CCOI trades near a five-year-low sales valuation as margins improve, but leverage, refinancing costs and cash-flow dependence keep risks elevated.

CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change

Arijit Sarkar

How Cogent's $225M Data Center Sale Could Reshape Its Debt Strategy

Cogent Communications' $225M data-center sale boosts liquidity and supports debt reduction, but a 2027 maturity and T-Mobile payment runoff keep execution key.

CCOINegative Net Change VZPositive Net Change LUMNNegative Net Change

Supriyo Bose

AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?

IBM's steadier earnings outlook and cheaper valuation outweigh ASTS' stronger stock gains, making it the relatively better investment option now.

IBMNegative Net Change ASTSPositive Net Change TPositive Net Change MSFTNegative Net Change VZPositive Net Change

Supriyo Bose

SIMO vs. LSCC: Which Semiconductor Stock is the Better Buy Today?

Silicon Motion's stronger stock gains, estimate revisions and cheaper valuation give it an edge over Lattice Semiconductor.

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Aritra Chatterjee

Verizon vs. Nokia: Which Telecom Stock is the Better Buy Now?

VZ and NOK are expanding their telecom strategies for AI-driven demand, with different strengths in connectivity and infrastructure.

VZPositive Net Change NOKNegative Net Change ERICNegative Net Change

Mark Zinski

2 Micro-caps with Conglomerate-like Properties

AIRT and IDT act bigger than their size.

IDTNegative Net Change AIRTNegative Net Change

Aritra Chatterjee

Viavi Solutions Stock Falls 18.2% in 3 Months: Is it an Opportunity?

VIAV's 18.2% pullback contrasts with surging revenue, earnings and margins, but weak wireless demand and dilution cloud the growth story.

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Supriyo Bose

Does ASTS Stock Warrant Caution After Lackluster Q2 Performance?

AST SpaceMobile's Q2 loss and revenue missed estimates as operating costs surged, while satellite deployment progress keeps its long-term growth story intact.

ASTSPositive Net Change AVNWPositive Net Change CMTLNegative Net Change

Supriyo Bose

AT&T vs. SpaceX: Which Connectivity Stock Has More Upside Now?

T's stronger price performance, cheaper valuation and 2026 growth outlook give it more upside potential than SPCX despite competitive pressures.

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