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Zacks Equity Research

Can Silicon Motion's New SM8008 SSD Controller Launch Stoke Growth?

SIMO targets AI-driven data center growth with SM8008 PCIe Gen5 NVMe controller, offering up to 14 GB/s speeds, low power use and strong enterprise security.

MUNegative Net Change MRVLPositive Net Change SIMONegative Net Change

Supriyo Bose

SIMO vs. SANM: Which Tech Hardware Stock is the Better Buy Now?

Silicon Motion's SSD controller leadership, fabless model and rising estimates give it an edge over Sanmina despite a richer valuation.

JBLPositive Net Change SANMPositive Net Change SIMONegative Net Change

Supriyo Bose

WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?

IBM edges ahead of Workday as hybrid cloud and AI demand, HashiCorp buyout and stronger estimate revisions outweigh Workday???s faster growth and lower valuation.

AMZNPositive Net Change MSFTNegative Net Change IBMPositive Net Change ORCLNegative Net Change WDAYNegative Net Change

Zacks Equity Research

Can Arista's Latest XPO Optical Modules for AI Networks Drive Growth?

ANET unveils liquid-cooled XPO optical modules delivering 12.8 Tbps each, boosting rack capacity 4x for AI data centers needing extreme bandwidth and efficiency.

CSCOPositive Net Change NVDAPositive Net Change ANETPositive Net Change LITENegative Net Change

Arijit Sarkar

Corning Expands AI Data Center Portfolio: Will it Drive Growth?

GLW licenses PRIZM TMT ferrule tech from US Conec, boosting high-density optical connectivity to support growing AI data center networks.

CIENPositive Net Change APHPositive Net Change GLWPositive Net Change

Supriyo Bose

HubSpot vs. Intel: Which AI-Linked Tech Stock is the Better Bet Now?

HUBS deepens its AI push with Clearbit data and Frame AI integration while rising estimates and a cheaper valuation give it an edge over INTC.

INTCPositive Net Change AMDPositive Net Change NVDAPositive Net Change HUBSPositive Net Change

Zacks Equity Research

Can Celestica's Expertise in Powering 5G Drive Future Growth?

CLS is emerging as a key partner in 5G rollouts, offering EMS, PCBA and supply chain expertise while developing 800G and 1.6T platforms for next-gen telecom networks.

JBLPositive Net Change CLSPositive Net Change SANMPositive Net Change