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Supriyo Bose

3 Communication Stocks Set to Benefit From Industry Strength

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

COMMPositive Net Change IHSNegative Net Change BANDNegative Net Change

Zacks Equity Research

T Boosts Network Readiness for Winter Storms: Can it Drive Growth?

AT&T bolsters its network with snow-ready gear, backup power and rapid-response teams to keep customers connected through winter storms.

TNegative Net Change VZNegative Net Change TMUSPositive Net Change

Supriyo Bose

CLS Stock Surges 260% in a Year: Can It Sustain This Growth Pace?

CLS surges 260% in a year, fueled by AI demand, product innovation and a bullish 2025 revenue and earnings outlook.

JBLPositive Net Change FLEXPositive Net Change CLSPositive Net Change

Arijit Sarkar

Will IBM's Purported Confluent Buyout Spur the Growth Engine?

IBM's reported $11 billion move for Confluent aims to strengthen its real-time data capabilities and expand its cloud-native services footprint.

AMZNPositive Net Change MSFTPositive Net Change IBMPositive Net Change CFLTNegative Net Change

Supriyo Bose

ASTS Shares Zoom on Upcoming BlueBird 6 Launch: Worth Buying Now?

ASTS jumps 18.3% ahead of BlueBird 6 launch as investors eye its next-gen satellite and major carrier deals.

TNegative Net Change VZNegative Net Change AVNWPositive Net Change CMTLNegative Net Change ASTSPositive Net Change

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.

QCOMNegative Net Change AVGOPositive Net Change HPEPositive 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 HPEPositive 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 AAPLPositive 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 LUMNNegative 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 VZNegative Net Change SATSPositive Net Change TMUSPositive 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