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iot: Archive

Supriyo Bose

Should You Stay Cautious About AKAM Stock Despite AI Cloud Momentum?

Akamai's AI cloud momentum and security growth brighten long-term prospects, but margin pressure, delivery weakness and heavy capex warrant caution.

AKAMPositive Net Change TRVGNegative Net Change SPTPositive Net Change

Supriyo Bose

Viavi Exhibits More Than Threefold Growth in a Year: Should You Buy?

VIAV's 268.5% rally reflects surging AI data-center demand, stronger margins and expanded testing capabilities after the Spirent acquisition.

VIAVNegative Net Change GLWNegative Net Change OOMAPositive Net Change

Zacks Equity Research

Motorola Boosts Counter-Drone Security Footprint With D-Fend Buyout

MSI expands its counter-drone footprint with a $1.5B D-Fend deal, adding EnforceAir and widening its public-safety security reach.

MSIPositive Net Change ONDSPositive Net Change DPROPositive Net Change UMACNegative Net Change

Supriyo Bose

Intel Surges 222% in a Year: Should Investors Join the Bandwagon?

INTC's 222% surge reflects AI momentum, stronger manufacturing execution and rising estimates, though margin and China risks persist.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Sanghamitra Saha

Apple Takes Aim at the Smart Home: ETFs to Tap?

Apple's smart home push could strengthen its IoT presence, but rich valuation makes Apple-focused ETFs a safer way to play the opportunity.

AAPLNegative Net Change AMZNPositive Net Change GOOGLNegative Net Change FTECNegative Net Change IYWNegative Net Change VGTPositive Net Change SNSRPositive Net Change GXPTNegative Net Change

Supriyo Bose

Should Investors Bet on Diodes After the ElevATE Acquisition?

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 ASXNegative Net Change

Supriyo Bose

Amtech Gains 79% in the Past Year: Should It Be in Your Portfolio?

ASYS' 79% rally reflects AI-driven packaging demand, a surging TPS backlog, wider margins and stronger liquidity heading into fiscal 2027.

ASYSPositive Net Change INTCNegative Net Change TXNPositive Net Change