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Supriyo Bose

CLS' Raised Outlook Oozes Confidence: Reason to Bet on the Stock?

CLS boosts 2026 outlook to $19B revenue and $10.15 EPS as AI demand fuels its compute, networking and new data center products.

JBLNegative Net Change FLEXNegative Net Change CLSNegative Net Change

Supriyo Bose

Nokia Surges 162.2% in the Past Year: Reason to Bet on the Stock?

NOK surged 162% in a year as 5G wins, AirScale and O-RAN traction build, but margin woes and soft end markets test the rally.

ERICPositive Net Change NOKNegative Net Change CMTLPositive Net Change

Supriyo Bose

IBM Plummets 27% in 6 Months: Should You Reassess the Stock?

IBM is down 27% in six months as Anthropic's Claude Code targets COBOL mainframes. Can hybrid cloud, HashiCorp and watsonx lift it?

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Should QCOM Stock Be Part of Your Portfolio Post Modest Q2 Earnings?

QCOM beat EPS, but revenue slipped and missed slightly. Record auto sales offset weak handsets, high R&D and rising competitive pressure.

QCOMPositive Net Change AVGONegative Net Change HPENegative Net Change

Zacks Equity Research

Qorvo Q4 Earnings Surpass Estimates Despite Lower Revenue Growth

QRVO beats Q4 estimates despite weak smartphone demand, as stronger margins, cost control and product mix lift profitability.

MSIPositive Net Change WDAYPositive Net Change HUBSPositive Net Change QRVOPositive Net Change

Supriyo Bose

Are Improving Earnings Estimates a Reason to Bet on INTC Stock?

INTC earnings estimates for 2026-27 surged as Q1 beat, AI PC momentum and big funding back its foundry push, yet margins and China risks linger.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change