Back to top

iot: Archive

Supriyo Bose

ASML Expands High-NA Ties With Samsung and Intel as AI Demand Builds

ASML expands High-NA ties with Samsung and Intel as AI demand builds, while broader adoption hinges on customer qualification and manufacturing decisions.

ASMLPositive Net Change INTCPositive Net Change

Supriyo Bose

Should Investors Buy ASML as AI Growth Meets a Premium Valuation?

ASML's AI-driven Logic and Memory demand is boosting its 2026 outlook, but premium valuation and execution risks leave little room for disappointment.

ASMLPositive Net Change LRCXPositive Net Change AMATPositive Net Change

Supriyo Bose

ASML vs. QCOM: Which Semiconductor Stock is the Better Buy Now?

ASML outpaces QCOM on 2026 growth and one-year stock performance, while QCOM holds the valuation edge. Which semiconductor stock looks better now?

QCOMPositive Net Change ASMLPositive Net Change

Supriyo Bose

Monolithic vs. Intel: Which Chip Stock Has a Better Upside?

MPWR appears better placed than INTC to capitalize on AI infrastructure growth, with strong sales and EPS estimates despite a richer valuation.

INTCPositive Net Change MPWRPositive Net Change AMDPositive Net Change NVDAPositive Net Change

Supriyo Bose

Sanmina vs. Silicon Motion: Which AI Stock Has More Upside Now?

SIMO edges SANM as the better AI stock pick, backed by stronger estimate revisions and price gains despite its richer valuation.

SANMPositive Net Change SIMOPositive Net Change JBLPositive Net Change

Supriyo Bose

Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now?

ANET's stronger price performance, rising 2026 estimates and AI-cloud growth opportunities give it an edge over IBM despite a richer valuation.

IBMNegative Net Change ANETNegative Net Change AMZNNegative Net Change MSFTNegative Net Change

Supriyo Bose

ASML Bets Big on AI & Capacity Expansion: Should You Buy the Stock?

ASML rides AI-driven Logic and Memory demand while expanding EUV and DUV capacity, but execution and customer spending risks remain.

ASMLPositive Net Change SIMOPositive Net Change AEISPositive Net Change

Zacks Equity Research

Samsara Q2 Earnings Surpass Estimates, Revenues Rise Y/Y

IOT's Q2 earnings beat estimates as ARR growth accelerates, margins expands and large-customer adoption fuels strong revenue gains.

IOTPositive Net Change ACMRPositive Net Change AEISPositive Net Change ALABPositive Net Change

Supriyo Bose

Silicon Motion Surges 186% in Past Year: Reason to Buy the Stock?

SIMO's 186.1% surge reflects strength in NAND controllers, expanding customer ties, product innovation and growth across AI, cloud and autos.

SIMOPositive Net Change AMDPositive Net Change IBMNegative Net Change