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Supriyo Bose

ACLS Invests $35M in Korea To Expand Its Manufacturing Infrastructure

Axcelis plans a $35M South Korea ion implantation facility to expand Asian capacity as memory, power and mature-node activity improves.

ACLSPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Supriyo Bose

Space Weapons Put SPCX in Market Spotlight: Should You Buy the Stock?

SPCX's $8.05 billion in announced defense awards, Starshield contracts and Golden Dome role put its expanding military-space business in focus.

LMTNegative Net Change NOCNegative Net Change

Supriyo Bose

Aviat Plunges 16% in a Year: Should Investors Avoid the Stock Now?

AVNW faces margin pressure, weaker services and international sales and back-end-loaded 2027 targets as investors await stronger cash flow.

ERICNegative Net Change ASTSNegative Net Change

Supriyo Bose

IDCC Gains Just 5% in a Year: Should It Still Be in Your Portfolio?

InterDigital's record recurring revenues, Amazon licensing deal and raised 2026 outlook bolster its case despite a modest 5.2% one-year share gain.

AMZNPositive Net Change ERICNegative Net Change ASTSNegative Net Change

Supriyo Bose

Can the Formation of Equatys Help Revive Viasat's Growth Momentum?

VSAT's Equatys venture could unlock new D2D revenue, broaden its market and improve capital efficiency through shared satellite infrastructure.

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Zacks Equity Research

BB Radar Expands Asset Intelligence: New Growth Engine in the Making?

BlackBerry is positioning Radar as an Asset Intelligence Platform, with DCLI's 100,000-chassis deployment showcasing its potential beyond GPS tracking.

BBNegative Net Change QCOMNegative Net Change NVDANegative Net Change

Supriyo Bose

SpaceX Focuses on Compute-Renting Model: Can It Make a Comeback?

SPCX is betting on compute renting to drive growth, backed by a $13B annualized hosting deal and plans to expand capacity beyond 2 GW by year-end.

SPCXPositive Net Change IRENNegative Net Change NBISPositive Net Change

Supriyo Bose

AST SpaceMobile vs. Jabil: Which Connectivity Stock is a Better Buy?

JBL edges ASTS as the better pick, backed by expected EPS growth, steadier estimates and a far cheaper valuation.

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