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electronics: Archive
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 MODNegative Net Change TTNegative Net Change VRTNegative 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?
GLWNegative Net Change OLEDNegative 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.
QCOMNegative Net Change JBLNegative Net Change SANMNegative 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.
CSCOPositive Net Change
artificial-intelligence cloud-computing communications computers cybersecurity datacenter earnings electronics investing saas software tech-stocks
Bull of the Day: Lumentum (LITE)
by Kevin Cook
Stellar beat-and-raise quarter ignites shares to $600 as top & bottom growth estimates track +76% & +270%
LITEPositive Net Change NVDAPositive Net Change TSMPositive Net Change COHRPositive Net Change CRDOPositive Net Change
artificial-intelligence cloud-computing electronics robotics semiconductor
Bear of the Day: Qualcomm (QCOM)
by Shaun Pruitt
Until there is a resolution to the memory chip shortage, it wouldn't be surprising if there is more volatility ahead for Qualcomm stock.
QCOMNegative Net Change WDCNegative Net Change SNDKNegative Net Change
artificial-intelligence earnings electronics investing large-cap semiconductor tech-stocks
Vertiv Holdings: Powering the AI Boom with Critical Infrastructure Solutions
by Bryan Hayes
This stock has risen nearly 25% this year alone amid broadening recognition of its role in the AI ecosystem.
VRTNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings electronics infrastructure investing semiconductor tech-stocks
Here's Why Amphenol Stock Is a Buy Even With a Higher P/E of 29.36X
by Subhasish Mukherjee
APH's premium P/E doesn't stop shares from surging, as AI datacom demand, defense strength and upbeat 2026 guidance support the buy case.
APHNegative Net Change BDCPositive Net Change TELPositive Net Change HUBBPositive Net Change
artificial-intelligence electronics tech-stocks
3 Intriguing Stocks to Watch After Q4 Earnings: AMD, SPG, TER
by Shaun Pruitt
These top-rated stocks have been suitable candidates for the portfolio and are certainly going to draw investors' interest after their favorable Q4 results.
AMDNegative Net Change SPGPositive Net Change TERNegative Net Change AMZNPositive Net Change NVDAPositive Net Change GOOGLPositive Net Change
artificial-intelligence dividend-investing dividends earnings electronics investing large-cap real-estate semiconductor tech-stocks
ARM to Post Q3 Earnings: Should the Stock Be in Your Portfolio Now?
by Shuvra Shankar Dey
ARM is set to report Q3 FY26 earnings on Feb. 4 after the bell, with the consensus mark indicating EPS of 41 cents and $1.24B in revenues as shares slide and valuation stays rich.
QCOMNegative Net Change NVDAPositive Net Change ARMNegative Net Change
computers earnings-preview electronics semiconductor tech-stocks