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telecom: Archive

Supriyo Bose

GLW vs. BAND: Which AI Connectivity Stock is the Better Buy Now?

Corning's AI connectivity demand, optical growth and 2026 earnings outlook make it a stronger pick than Bandwidth despite the latter???s sharper gains.

GLWNegative Net Change BANDPositive Net Change

Aritra Chatterjee

Verizon Stock Underperforms Industry in a Year: Buy, Sell or Hold?

VZ's broadband gains, AI initiatives and convergence strategy support long-term growth, but can the recent share decline offer a buying opportunity?

VZPositive Net Change TPositive Net Change TMUSPositive Net Change

Supriyo Bose

AST SpaceMobile Surges 77% in the Past Year: Reason to Buy the Stock?

ASTS faces macro headwinds, rivals like Starlink and falling estimates, yet a three-satellite Bluebird launch this month could shift the story.

ASTSNegative Net Change AVNWNegative Net Change CMTLNegative Net Change SPCXNegative Net Change

Supriyo Bose

SpaceX Bets Big on AI, Rebrands XAI as SpaceXAI: Worth Buying Now?

SPCX is pushing deeper into AI with SpaceXAI, orbital compute plans and Anysphere deal, but heavy investment and Starship risks remain.

SPCXNegative Net Change TPositive Net Change VZPositive Net Change

Aritra Chatterjee

AT&T Stock Plummets 27.5% in a Year: Should You Buy in the Dip?

AT&T's fiber expansion, wireless growth and 2026 outlook support its strategy, but high debt, competition and heavy spending raise caution for investors.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Shivangi Deora

Nebius Stock Jumps 124% in 6 Months: Time to Buy, Hold or Sell?

NBIS stock rallies on AI infrastructure expansion, surging revenues and strong demand, but high capex and premium valuation temper near-term upside.

MSFTPositive Net Change NVDANegative Net Change NBISNegative Net Change CRWVNegative Net Change

Supriyo Bose

CLS Stock Lags Industry in Three Months: A Great Opportunity to Buy?

CLS trails peers amid margin and ATS woes, but AI demand, diverse markets and higher estimates highlight its growth case for cautious investors.

CLSNegative Net Change JBLNegative Net Change FLEXNegative Net Change

Supriyo Bose

Silicon Motion Soars 307% in a Year: Is the Stock Worth Buying Now?

SIMO's 307% surge reflects SSD controller traction, fabless advantages, bullish guidance and growth exposure to AI, cloud and automotive markets.

SIMONegative Net Change AMDNegative Net Change IBMPositive Net Change

Aritra Chatterjee

ANET Rises 56% in a Year: Should Investors Buy, Sell or Hold?

Arista has surged 56% in a year as AI networking demand drives growth, but can strong momentum outweigh customer concentration, competition and higher R&D?

ANETNegative Net Change NOKNegative Net Change CSCOPositive Net Change

Supriyo Bose

Qualcomm Lags Industry in the Past Year: An Opportunity to Buy?

QCOM's automotive and Snapdragon traction support its portfolio, but handset weakness, China risks and margin pressure cloud the stock outlook.

QCOMNegative Net Change AVGONegative Net Change HPEPositive Net Change