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iot: Archive
Should Investors Bet on Diodes After the ElevATE Acquisition?
by Supriyo Bose
DIOD's $250M ElevATE acquisition adds higher-margin analog products and deeper ATE exposure as revenue and margins recover.
DIODPositive Net Change FORMNegative Net Change ASXPositive Net Change
artificial-intelligence iot semiconductor tech-stocks
Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?
by Supriyo Bose
ASYS' 79% rally reflects AI-driven packaging demand, a surging TPS backlog, wider margins and stronger liquidity heading into fiscal 2027.
ASYSNegative Net Change INTCPositive Net Change TXNPositive Net Change
artificial-intelligence iot semiconductor tech-stocks
Array Digital Transitions to a Tower-Focused Business: Worth a Buy?
by Supriyo Bose
AD's tower-focused shift is boosting recurring revenue, with T-Mobile leases, rising colocations and spectrum monetization supporting growth.
ADNegative Net Change TMUSPositive Net Change GOGONegative Net Change CCOIPositive Net Change
artificial-intelligence communications iot mobile reit tech-stocks
Ubiquiti Bets Big on UniFi Ecosystem: Should You Buy the Stock?
by Supriyo Bose
UI's expanding UniFi ecosystem, Enterprise Technology momentum and scalable operating model support growth, profitability and earnings expansion.
UIPositive Net Change CMTLNegative Net Change UMACNegative Net Change
artificial-intelligence iot tech-stocks
SKHY Likely to Gain From a Potential Intel Partnership: Worth a Buy?
by Supriyo Bose
SK hynix could expand U.S. memory-chip production through a potential Intel partnership, supporting supply-chain resilience and its AI-memory growth strategy.
SKHYNegative Net Change INTCPositive Net Change FORMNegative Net Change ASXPositive Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks
SMCAY Rides on Healthy Semiconductor Demand Trends: Should You Buy?
by Supriyo Bose
SMC is poised to benefit from semiconductor investment, AI-driven manufacturing demand and Greater China automation as it expands global production capacity.
SMCAYNegative Net Change GRMNPositive Net Change DAKTPositive Net Change
artificial-intelligence communications iot mobile semiconductor tech-stocks
Can Verizon's Latest Motorola Device Offers Drive Customer Growth?
by Zacks Equity Research
VZ expands its Motorola lineup with device discounts, flexible upgrades, loyalty rewards and AI benefits for attracting and retaining customers.
VZPositive Net Change TPositive Net Change TMUSPositive Net Change
communications internet iot mobile tech-stocks
Should You Bet on TMUS After Dividend Hike Amid Macro Uncertainty?
by Supriyo Bose
T-Mobile's 15% dividend hike, stronger cash flow, and service revenue growth bolster its case, while competition, macro pressures and $84.6B in debt pose risks.
TMUSPositive Net Change TPositive Net Change VZPositive Net Change
artificial-intelligence communications iot mobile tech-stocks
Should CCOI Be in Your Portfolio After Plummeting 80.7% in a Year?
by Supriyo Bose
Cogent's 80.7% plunge reflects debt and cash-flow concerns, but rapid wavelength growth, expanding margins and asset sales offer signs of a potential recovery.
CCOIPositive Net Change TPositive Net Change VZPositive Net Change
communications iot mobile tech-stocks
Can QCOM's Snapdragon Sound Elite Gen 2 for AI Wearables Drive Growth?
by Zacks Equity Research
Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.
QCOMPositive Net Change AAPLPositive Net Change GOOGLPositive Net Change
artificial-intelligence iot semiconductor tech-stocks