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telecom: Archive
IBM's Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
by Supriyo Bose
IBM???s recurring software growth, Red Hat momentum and AI consulting backlog support its 2026 outlook despite deal timing and mainframe weakness.
IBMNegative Net Change MSFTNegative Net Change ORCLNegative Net Change
artificial-intelligence cloud-computing commodities communications tech-stocks telecom
Should You Add VIAV Stock to Your Portfolio Ahead of Q4 Earnings?
by Aritra Chatterjee
VIAV faces fiscal Q4 earnings with AI networking launches and Spirent integration in focus, but weak telecom spending and cash flow concerns cloud the outlook.
VIAVPositive Net Change CIENPositive Net Change KEYSPositive Net Change
artificial-intelligence tech-stocks telecom
Is SpaceX Stock a Portfolio Must-Have Ahead of Q2 Earnings?
by Supriyo Bose
SPCX heads into its first public earnings report amid a 16.6% post-IPO drop, Starship progress and concerns over valuation, debt and AI expansion.
SPCXNegative Net Change TPositive Net Change VZPositive Net Change
artificial-intelligence communications earnings-preview iot mobile tech-stocks telecom
Arista Stock Before Q2 Earnings: Is it a Smart Buy or Risky Move?
by Supriyo Bose
ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.
ANETPositive Net Change CSCOPositive Net Change HPEPositive Net Change
artificial-intelligence cloud-computing communications earnings-preview iot software tech-stocks telecom
SpaceX Plunged 51.8% from Its Peak: Bull Trap or Buying Opportunity?
by Supriyo Bose
SPCX???s 51.8% slide from its peak reflects fading IPO euphoria, valuation pressure and earnings uncertainty despite continued operational progress.
SPCXNegative Net Change AMZNPositive Net Change MSFTNegative Net Change
aerospace artificial-intelligence communications iot mobile tech-stocks telecom
How Verizon is Positioning Itself for the Next Wave of AI Connectivity
by Aritra Chatterjee
VZ is expanding AI connectivity, fiber and converged services to diversify growth, but can its long-term investments deliver as planned?
VZPositive Net Change TPositive Net Change LUMNNegative Net Change
artificial-intelligence communications tech-stocks telecom
Is VZ Stock a Buy After Verizon Raises Its 2026 Financial Outlook?
by Aritra Chatterjee
VZ raises its 2026 outlook after stronger earnings, cash flow and subscriber trends, but investors still face competitive and execution risks.
VZPositive Net Change TPositive Net Change TMUSNegative Net Change
communications tech-stocks telecom
Why Verizon Stock is Building Momentum Through 5G and Fiber Growth
by Aritra Chatterjee
VZ is building long-term momentum through wireless gains, fiber expansion and stronger cash flow as it broadens growth beyond its core business.
VZPositive Net Change TPositive Net Change TMUSNegative Net Change
communications tech-stocks telecom
What Nokia's Financial Results Reveal About NOK's Growth Outlook
by Aritra Chatterjee
NOK tops earnings estimates as AI networking and stronger margins help offset uneven telecom spending, offering fresh insight into its evolving growth outlook.
NOKNegative Net Change CSCOPositive Net Change CIENPositive Net Change
tech-stocks telecom
Is NOK Stock Worth Buying as AI Growth Offsets Telecom Challenges?
by Aritra Chatterjee
Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.
NOKNegative Net Change CSCOPositive Net Change ANETPositive Net Change
artificial-intelligence tech-stocks telecom