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Supriyo Bose

Do Rising Earnings Estimates Strengthen the Case for Qualcomm Stock?

QCOM's earnings estimates are rising on Snapdragon and auto strength, but China risks and margin pressure loom.

QCOMPositive Net Change AVGOPositive Net Change HPENegative Net Change

Supriyo Bose

Are Rising Earnings Estimates a Solid Reason to Bet on ANET Stock?

Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.

CSCONegative Net Change ANETNegative Net Change HPENegative Net Change

Supriyo Bose

Intel Stock Surges on Apple Deal Buzz: Can INTC Sustain This Momentum?

INTC jumps 8.7% on buzz of a potential Apple chip deal, but margin pressure and fierce competition loom large.

INTCPositive Net Change AAPLNegative Net Change AMDNegative Net Change NVDANegative Net Change

Supriyo Bose

3 Communication Stocks Likely to Weather Industry Headwinds

The accelerated pace of 5G deployment and demand for scalable infrastructure should help the Zacks Diversified Communication Services industry thrive despite geopolitical headwinds. TEF, RCI and LUMN are well-positioned to make the most of the infrastructure upgrade for seamless connectivity.

TEFNegative Net Change RCINegative Net Change LUMNPositive Net Change

Supriyo Bose

Can IBM's Tie-Up With Cisco for Quantum Network Aid Its Shares?

IBM teams with Cisco to build a quantum network by 2030, aiming to drive breakthroughs in quantum computing and connectivity.

AMZNPositive Net Change AMDNegative Net Change MSFTPositive Net Change IBMPositive Net Change CSCONegative Net Change

Supriyo Bose

Can IBM Sustain a Healthy Profit Margin in the Software Segment?

IBM's software arm gains momentum from hybrid cloud demand and strategic buyouts, but can margins hold up?

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change

Supriyo Bose

Can AT&T Benefit From EchoStar's Mid-Band Spectrum Deployment?

T gains ground with EchoStar's 3.45 GHz mid-band spectrum, boosting 5G speeds and slashing expansion costs nationwide.

TNegative Net Change VZPositive Net Change SATSPositive Net Change TMUSNegative Net Change

Supriyo Bose

Can an Extended Manufacturing Footprint Benefit AST SpaceMobile?

ASTS expands U.S. manufacturing with new Texas and Florida sites, targeting stronger innovation and satellite output.

VSATPositive Net Change IRDMPositive Net Change ASTSPositive Net Change

Supriyo Bose

AT&T vs. Verizon: Which Wireless Giant is a Better Buy Now?

T edges ahead with stronger valuation, better stock performance and strategic spectrum gains, giving it a slight lead over VZ.

TNegative Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

ASTS vs. IBM: Which Connectivity Innovator is the Better Buy Today?

IBM's steady growth, improving estimates and lower valuation help it stand out as the stronger pick in this two-stock connectivity showdown.

TNegative Net Change MSFTPositive Net Change IBMPositive Net Change VZPositive Net Change ASTSPositive Net Change

Supriyo Bose

CLS vs. PINS: Which Stock Has More Upside Potential Now?

Celestica's surging growth, stronger valuation and outperforming stock price make it the more compelling pick over its digital rival.

AMZNPositive Net Change CLSPositive Net Change SANMPositive Net Change PINSPositive Net Change

Supriyo Bose

3 Wireless Stocks Likely to Thrive Against Industry Shortcomings

CCOI, ATNI and CMBM are set to ride long-term gains from 5G momentum and rising demand for wireless connectivity despite near-term headwinds.

CCOIPositive Net Change ATNINegative Net Change CMBMNegative Net Change

Supriyo Bose

GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?

Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.

GLWPositive Net Change ANETNegative Net Change