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telecom: Archive

Aritra Chatterjee

How Nokia is Positioning Itself for Long-Term Growth in AI Networking

NOK is expanding beyond telecom into AI networking, cloud connectivity and enterprise infrastructure as rising AI demand reshapes its long-term growth strategy.

NOKNegative Net Change CSCOPositive Net Change CIENPositive Net Change

Supriyo Bose

How AT&T Uses Fiber, 5G and Edge Demand to Build 2026 Growth Momentum

T is building 2026 momentum through fiber convergence, 5G reach, edge demand and Open RAN savings, while competition and capital needs remain checks.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

Is T Stock Attractive After Earnings Beats and Discounted Valuation

T's earnings beat, rising free cash flow and low valuation strengthen its value case, but debt, heavy spending and uneven growth temper the outlook.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

AT&T Stock Outlook Hinges on Fiber Growth and Wireless Risks in 2026

T's 2026 outlook rests on fiber, 5G and bundled growth, but wireless promotions, legacy declines and heavy investment keep risks elevated.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

Should You Buy, Sell or Hold Verizon Stock Before Q2 Earnings?

VZ heads into Q2 earnings with FIFA-driven momentum and an attractive valuation, but 5G costs, competition and discounts threaten margins.

VZPositive Net Change TPositive Net Change TMUSNegative Net Change

Aritra Chatterjee

Is Nokia Stock a Smart Buy Ahead of Q2 Earnings Release?

Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints.

NOKNegative Net Change ERICNegative Net Change ANETPositive Net Change

Aritra Chatterjee

Does T Stock Deserve a Spot in Your Portfolio Ahead of Q2 Earnings?

AT&T expands fiber, enterprise connectivity and connected car offerings ahead of Q2 earnings, but fierce telecom competition could test growth prospects.

TPositive Net Change VZPositive Net Change CHTRPositive Net Change

Supriyo Bose

Should You Buy, Sell or Hold IBM Stock Before Q2 Earnings?

IBM heads into Q2 earnings with AI and cloud momentum, but premium valuation, margin pressure and weaker estimates argue for caution.

IBMNegative Net Change AMZNPositive Net Change MSFTNegative Net Change

Supriyo Bose

Bet on 4 Cloud Computing Stocks to Hedge Against Volatile Markets

GOOGL, MSFT, AMZN and CIEN offer cloud exposure as AI demand, scalability and cost efficiency fuel long-term market growth.

AMZNPositive Net Change MSFTNegative Net Change CIENPositive Net Change GOOGLPositive Net Change

Supriyo Bose

Workday vs. Arista: Which Enterprise AI Stock Has More Upside Now?

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

WDAYNegative Net Change ANETPositive Net Change ORCLNegative Net Change