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electronics: Archive

Zacks Equity Research

Implied Volatility Surging for Veeco Instruments Stock Options

Investors need to pay close attention to VECO stock based on the movements in the options market lately.

VECOPositive Net Change

Bryan Hayes

Is Micron Technology (MU) a 'Buy' Ahead of Its Upcoming Earnings Announcement?

Micron is benefitting from the rapidly expanding AI-driven memory and storage markets.

MUPositive Net Change

Derek Lewis

Bull of the Day: Roku (ROKU)

A strong quarterly release has helped shift sentiment on ROKU shares, which are up nearly 15% just over the last month.

ROKUPositive Net Change

Supriyo Bose

Should You Bet on CLS Stock Amid Rising Estimate Revision Trend?

Rising earnings estimates, AI-driven data center demand and new networking and storage launches position Celestica for continued growth after a more than 200% surge.

JBLNegative Net Change FLEXPositive Net Change CLSNegative Net Change

Supriyo Bose

Sanmina Benefits From AI Focus: Should You Join the Bandwagon?

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 JBLNegative Net Change CLSNegative Net Change SANMNegative Net Change

Zacks Equity Research

Do Options Traders Know Something About Ambarella Stock We Don't?

Investors need to pay close attention to AMBA stock based on the movements in the options market lately.

AMBAPositive Net Change

Rimmi Singhi

Vertiv vs. Modine: Which Stock Has the Edge in AI Data Center Cooling?

AI data center growth is fueling demand for advanced cooling solutions, creating opportunities for VRT and MOD.

MODPositive Net Change VRTPositive Net Change

Shaun Pruitt

Buy Broadcom Stock as Q1 Results Approach or Choose Nvidia Instead?

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 AVGOPositive Net Change AMZNPositive Net Change MSFTPositive Net Change GOOGLPositive Net Change

Amit Kr Ram

Owlet Stock Before Q4 Earnings: Buy Now or Wait for Results?

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 IRTCPositive Net Change OWLTPositive Net Change

Shuvra Shankar Dey

ARM vs. APP: Which AI-Exposed Tech Stock to Consider Right Now?

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 APPNegative Net Change