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electronics: Archive

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.

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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.

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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.

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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.

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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.

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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.

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Rimmi Singhi

How Modine Is Reshaping Its Portfolio Around Climate Solutions

Modine pivots to Climate Solutions, targeting 50-70% data center growth and more than 20% margins as it plans to spin off Performance Technologies.

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Supriyo Bose

Corning vs. Universal Display: Which Display Stock Wins Today?

Corning's rally, valuation edge and growth outlook stack up against Universal Display's OLED dominance???which stock stands out now?

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Supriyo Bose

Qualcomm vs. Sanmina: Which Tech Stock is the Better Buy Now?

SANM outshines in 2026 outlook with surging sales, rising EPS estimates and cheaper valuation, while QCOM faces declines and revenue pressure.

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Bryan Hayes

Networking Giant Drops on Earnings: Time to Load Up on Cisco?

The company highlighted $2.1 billion in AI infrastructure orders for the quarter, signaling robust demand from hyperscalers.

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