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Supriyo Bose

Will ANET's Deeper Focus on Cloud-Native Software Pay Off?

ANET expands cloud-native software with AI-driven tools and campus upgrades as earnings estimates trend higher.

CSCOPositive Net Change JNPRNo Net Change ANETPositive Net Change

Kaibalya Pravo Dey

Can Gorilla's Bold Thailand Acquisition Fuel its Global AI Ambitions?

GRRR's Thailand deal adds mobility-first AI platforms and primes it to scale across Southeast Asia's booming tech markets.

PANWPositive Net Change ZSPositive Net Change GRRRNegative Net Change

Supriyo Bose

Verizon Private 5G Network Gains Traction: Can it Boost Revenues?

VZ lands a multibillion-dollar deal to deploy Private 5G across the Thames Estuary, transforming key U.K. logistics and manufacturing hubs.

ERICNo Net Change VZNegative Net Change NOKNegative Net Change

Supriyo Bose

Intel vs. NVIDIA: Which AI-Focused Chip Stock is the Better Buy?

NVIDIA's AI-driven growth outpaces Intel's, but a lower valuation keeps INTC in the race for investor attention.

INTCPositive Net Change AMDNegative Net Change NVDAPositive Net Change

Supriyo Bose

ASTS vs. IRDM: Which Satellite Connectivity Stock Should You Bet on? (Revised)

IRDM's steady earnings growth, defense ties and lower valuation may give it an edge over ASTS.

TPositive Net Change VZNegative Net Change IRDMPositive Net Change ASTSNegative Net Change

Supriyo Bose

Qualcomm vs. AMD: Which Chipmaker Offers Stronger Growth in 2025?

AMD's strong AI momentum and faster sales growth for 2025 may give it the edge over QCOM, despite higher valuation.

INTCPositive Net Change QCOMNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Supriyo Bose

IBM vs. Oracle: Which Hybrid Cloud Stock Offers Better Growth?

IBM's strong hybrid cloud push, AI deals and cheaper valuation give it an edge over Oracle despite tough competition.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change

Supriyo Bose

2 Communication Stocks Likely to Tide Over Industry Challenges

The infrastructure upgrade for digital transformation, fiber densification and 5G rollout should help the Zacks Communication - Infrastructure industry thrive despite near-term headwinds. ATEX and BAND are likely to benefit from the continued transition to cloud networks.

ATEXPositive Net Change BANDNegative Net Change

Supriyo Bose

Arista vs. Juniper: Which Cloud Networking Stock Has More Upside?

Juniper is likely to edge out Arista as a better cloud networking play for 2025, thanks to stronger EPS growth and valuation upside.

CSCOPositive Net Change JNPRNo Net Change ANETPositive Net Change

Supriyo Bose

Celestica vs. Flex: Which EMS Stock Has Better Growth Potential?

FLEX edges out CLS as the better EMS pick, with stronger valuation metrics and a favorable Zacks Rank amid AI-driven growth.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change SANMPositive Net Change

Supriyo Bose

3 Communication Stocks Poised to Ride on Sector Strength

The accelerated pace of 5G deployment and demand for scalable infrastructure will likely help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TELNY, DTEGY and TEF are well-positioned to capitalize on the infrastructure upgrade for seamless connectivity.

DTEGYNegative Net Change TEFNegative Net Change TELNYNegative Net Change

Supriyo Bose

Celestica Margin Pressure Likely to Continue on Macro Woes

CLS faces ongoing margin pressure despite AI-driven growth and U.S. policy relief for key data center hardware.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change