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electronics: Archive

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCPositive Net Change MPWRPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMPositive Net Change SIMOPositive Net Change JBLPositive Net Change

Supriyo Bose

ASML Bets Big on AI & Capacity Expansion: Should You Buy the Stock?

ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

ASMLPositive Net Change SIMOPositive Net Change AEISPositive Net Change

Shaun Pruitt

Don't Overlook These 2 AI-Driven Tech Stocks After Earnings: CIEN, NTAP

While mega-cap AI stocks tend to grab most of the attention, investors shouldn't overlook Ciena (CIEN) and NetApp (NTAP) following record earnings reports this week.

CIENPositive Net Change NTAPPositive Net Change

Supriyo Bose

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

SIMOPositive Net Change AMDPositive Net Change IBMNegative Net Change

Supriyo Bose

SpaceX Briefly Reclaims $2 Trillion Market Cap: Should You Buy?

SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.

SPCXNegative Net Change TNegative Net Change VZNegative Net Change

Debanjana Dey

Geospace Plunges Nearly 42% in 3 Months: How to Play the Stock?

GEOS is facing weak demand, PRM timing uncertainty and cash flow pressure, but security programs, cost cuts and seismic opportunities offer growth potential.

GEOSPositive Net Change AEHRPositive Net Change TRTNo Net Change

Zacks Equity Research

AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus

Broadcom maps AI semiconductor revenues to $115B in fiscal 2027 and $230B in 2028, with supply and data center readiness setting the deployment pace.

AVGOPositive Net Change

Debanjana Dey

Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?

TRT's AI- and EV-driven testing momentum, follow-on BIB orders and added Malaysia capacity support growth, while a weaker revenue mix pressures margins.

TRTNo Net Change INTTPositive Net Change GEOSPositive Net Change

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.

ACFNPositive Net Change AIOTNegative Net Change