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electronics: Archive

Shuvra Shankar Dey

COHR vs. ARM: Which Tech Growth Stock Offers More Upside Now?

Coherent gains an edge over Arm Holdings with faster AI-driven growth, rising datacenter demand and improving financials, making it the stronger upside play.

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Shivangi Deora

Cirrus Logic vs. Qualcomm: Which Mobile Chip Stock is the Better Buy?

CRUS stands out with strong stock gains, rising estimates and lower valuation, while QCOM faces supply constraints and cautious demand headwinds.

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Shaun Pruitt

2 Buy Rated Tech Stocks to Consider as Earnings Approach: TEL & TXN

Ahead of their quarterly reports on Wednesday, April 22, TE Connectivity and Texas Instruments stock are both sporting a Zacks Rank #2 (Buy), highlighted by expectations of strong EPS growth.

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Supriyo Bose

SIMO vs. MU: Which Semiconductor Stock is the Better Buy Now?

Micron's AI-fueled HBM momentum, soaring 2026 estimates and lower valuation metrics give it a slight edge in today's chip duel against Silicon Motion.

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Bryan Hayes

Semiconductors Lead Rally: Broadcom, Marvell Breakout

When a group of high-quality semiconductor companies breaks out together, it signals the underlying secular drivers are reasserting themselves.

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Supriyo Bose

Should You Bet on JBL Stock Amid Rising Earnings Estimate Revisions?

Jabil's earnings estimates for 2026-27 jumped as raised guidance and AI optical-module momentum builds on its diversified end-market strength.

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Shuvra Shankar Dey

ARM Stock Up 32% YTD: Should You Wait for a Better Entry Point?

ARM stock surges 32% YTD as its chip architecture powers billions of devices, but a rich valuation and cyclical semiconductor demand cloud near-term outlook.

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Bryan Hayes

Key AI Infrastructure Stock Bucks Market's Downtrend in 2026

This stock is quietly delivering consistent outperformance, even when the broader technology landscape feels unsettled.

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Supriyo Bose

Can Vertically Integrated Manufacturing Stoke Growth for SANM?

Sanmina bets on vertically integrated, end-to-end manufacturing and 42Q connected factories, yet supply-chain delays and fierce rivals cloud the outlook.

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