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electronics: Archive
Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?
by Supriyo Bose
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 IBMPositive Net Change
communications electronics iot semiconductor tech-stocks telecom
SpaceX Briefly Reclaims $2 Trillion Market Cap: Should You Buy?
by Supriyo Bose
SPCX briefly reclaimed a $2 trillion market cap as Starlink growth, launch dominance and AI ambitions fueled investor optimism despite execution risks.
SPCXPositive Net Change TNegative Net Change VZNegative Net Change
artificial-intelligence communications electronics iot tech-stocks telecom
Geospace Plunges Nearly 42% in 3 Months: How to Play the Stock?
by Debanjana Dey
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 TRTNegative Net Change
electronics tech-stocks
AVGO Q3 Earnings Call Puts AI Supply and Scale in Focus
by Zacks Equity Research
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
earnings electronics semiconductor
Trio-Tech Stock Jumps Nearly 122% in 6 Months: What's Behind the Rally?
by Debanjana Dey
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.
TRTNegative Net Change INTTPositive Net Change GEOSPositive Net Change
aerospace artificial-intelligence electronics semiconductor tech-stocks
Acorn vs. Powerfleet: Which IoT Stock Is the Smarter Buy Right Now?
by Debanjana Dey
ACFN and AIOT ride on different IoT growth drivers, but which stock looks more compelling now? Let's dive in.
ACFNNegative Net Change AIOTPositive Net Change
electronics tech-stocks
AVT Jumps 37.8% in 6 Months: Should You Buy, Sell or Hold the Stock?
by Subham Roy
Avnet's 37.8% six-month rally comes as AI demand, broad-based growth and stronger margins fuel its fiscal 2027 outlook.
AVTNegative Net Change ARWNegative Net Change SNXPositive Net Change CDWNegative Net Change
electronics
Dell Reports Tuesday With Our Model Flashing Green
by Bryan Hayes
Dell reports quarterly results this evening, and virtually every indicator we track is pointed in the same direction.
DELLPositive Net Change
artificial-intelligence computers datacenter earnings electronics investing tech-stocks
AEHR vs. COHU: Which Semiconductor Equipment Stock Is The Better Buy?
by Rajshree Sipani
Aehr's record backlog, AI-driven orders and strong fiscal 2027 outlook give it an edge over Cohu despite a higher valuation.
COHUPositive Net Change AEHRPositive Net Change
artificial-intelligence computers earnings-surprise electronics semiconductor shipping software tech-stocks
Marvell Q2 Earnings Call Highlights Faster AI Data Center Growth
by Zacks Equity Research
Marvell raises fiscal 2027 revenue outlook to about $12B as AI data center growth accelerates across interconnect, switching and custom silicon.
MRVLPositive Net Change
earnings electronics semiconductor