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electronics: Archive

Debanjana Dey

Acorn vs. Powerfleet: Which IoT Stock Is the Smarter Buy Right Now?

ACFN and AIOT ride on different IoT growth drivers, but which stock looks more compelling now? Let's dive in.

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Subham Roy

AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?

Avnet's 37.8% six-month rally comes as AI demand, broad-based growth and stronger margins fuel its fiscal 2027 outlook.

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Bryan Hayes

Dell Reports Tuesday With Our Model Flashing Green

Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.

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Rajshree Sipani

AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?

Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.

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Zacks Equity Research

Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth

Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.

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Subhasish Mukherjee

TTMI vs. AMKR: Which Semiconductor Stock Should You Buy Now?

TTM Technologies' stronger AI-driven growth and earnings outlook make it more attractive than Amkor Technology despite its premium valuation.

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Shaun Pruitt

Is Marvell (MRVL) Stock Poised for Another AI-Fueled Rally as Q2 Earnings Approach?

Outside of Nvidia, Marvell Technology will provide the semiconductor market's most closely watched earnings report this week on Thursday, August 27.

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Kevin Cook

Bull of the Day: Ceva (CEVA)

Brains of the semis that deliver connectivity, sensing, and edge inference is on a "royal" path to profits

CEVANegative Net Change NVDANegative Net Change NXPINegative Net Change AMBANegative Net Change OUSTNegative Net Change

Zacks Equity Research

KEYS Q3 Earnings Call Spotlights AI Demand and Supply Limits

Keysight sees AI infrastructure demand accelerating into fiscal 2027, but warns supply constraints will govern how quickly its growing order pipeline becomes revenue.

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Shivangi Deora

Flex vs. Celestica: Which AI Infrastructure Stock is the Better Buy?

FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.

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