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electronics: Archive
Sanmina Benefits From AI Focus: Should You Join the Bandwagon?
by Supriyo Bose
SANM doubles down on AI infrastructure with the ZT Systems buyout and hyperscaler ties, aiming to capture booming data-center demand despite competition and tariff pressures.
AMDPositive Net Change JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change
artificial-intelligence communications electronics iot tech-stocks telecom
Do Options Traders Know Something About Ambarella Stock We Don't?
by Zacks Equity Research
Investors need to pay close attention to AMBA stock based on the movements in the options market lately.
AMBAPositive Net Change
electronics semiconductor tech-stocks
Vertiv vs. Modine: Which Stock Has the Edge in AI Data Center Cooling?
by Rimmi Singhi
AI data center growth is fueling demand for advanced cooling solutions, creating opportunities for VRT and MOD.
MODPositive Net Change VRTPositive Net Change
artificial-intelligence electronics industrial-products tech-stocks
Buy Broadcom Stock as Q1 Results Approach or Choose Nvidia Instead?
by Shaun Pruitt
Broadcom has a unique niche as it relates to AI chips and silicon networking, but Nvidia has the broader reach and the same hyperscale customers.
NVDAPositive Net Change AVGONegative Net Change AMZNNegative Net Change MSFTPositive Net Change GOOGLPositive Net Change
artificial-intelligence earnings electronics investing large-cap semiconductor tech-stocks
Owlet Stock Before Q4 Earnings: Buy Now or Wait for Results?
by Amit Kr Ram
OWLT's fourth-quarter results are likely to reflect subscription growth, FDA-backed differentiation and revenue gains, even as tariff pressures weigh on margins.
PHGPositive Net Change MASINo Net Change IRTCPositive Net Change OWLTPositive Net Change
earnings-preview electronics medical-devices tech-stocks
ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?
by Shuvra Shankar Dey
AppLovin's AI-driven ad engine fuels 66% Q4 revenue growth and 82% EBITDA jump, outpacing Arm Holdings on earnings outlook and valuation appeal.
ARMPositive Net Change APPPositive Net Change
business-services computers electronics semiconductor tech-stocks
How Modine Is Reshaping Its Portfolio Around Climate Solutions
by Rimmi Singhi
Modine pivots to Climate Solutions, targeting 50-70% data center growth and more than 20% margins as it plans to spin off Performance Technologies.
THRMPositive Net Change MODPositive Net Change TTNegative Net Change VRTPositive Net Change
auto-tires-trucks electronics tech-stocks
Corning vs. Universal Display: Which Display Stock Wins Today?
by Supriyo Bose
Corning's rally, valuation edge and growth outlook stack up against Universal Display's OLED dominance???which stock stands out now?
GLWPositive Net Change OLEDPositive Net Change
communications electronics iot mobile tech-stocks television
Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?
by Supriyo Bose
SANM outshines in 2026 outlook with surging sales, rising EPS estimates and cheaper valuation, while QCOM faces declines and revenue pressure.
QCOMPositive Net Change JBLPositive Net Change SANMPositive Net Change
artificial-intelligence communications electronics iot mobile semiconductor tech-stocks telecom
Networking Giant Drops on Earnings: Time to Load Up on Cisco?
by Bryan Hayes
The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.
CSCONegative Net Change
artificial-intelligence cloud-computing communications computers cybersecurity datacenter earnings electronics investing saas software tech-stocks