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iot: Archive

Supriyo Bose

ICHR Surges on Industry Tailwinds: Can It Sustain This Momentum?

Ichor has jumped 206% in six months as WFE spending rebounds on AI, HBM and advanced packaging - can earnings momentum last?

UCTTNegative Net Change COHUNegative Net Change AEISPositive Net Change ICHRNegative Net Change

Supriyo Bose

How Axcelis-Veeco Merger Might Pan Out Amid Near-Term Uncertainty

ACLS' $4.4B all-stock deal for VECO could broaden its tool lineup - if integration and China approval do not slow a near-term close.

LRCXNegative Net Change AMATNegative Net Change VECOPositive Net Change ACLSPositive Net Change

Subham Roy

Is Samsara's Valuation Worth It After a 14% YTD Drop in Stock?

IOT stock is down 13.6% YTD but still trades at a premium - can margin gains, cash flow strength, and enterprise growth justify its valuation?

VZPositive Net Change TRMBPositive Net Change IOTPositive Net Change

Zacks Equity Research

Can AT&T's Modern Automotive Connectivity Features Buoy Growth?

T is powering in-vehicle connectivity with 4G/5G networks, enabling navigation, diagnostics, V2X safety, EV support and smart mobility features.

TPositive Net Change VZPositive Net Change TMUSPositive Net Change

Zacks Equity Research

Will Modest Consulting Revenue Improvement Aid IBM's Q1 Earnings?

IBM heads into Q1 earnings with consulting revenue seen rising on AI, automation and defense IT deals.

SEICNegative Net Change GOOGLPositive Net Change ANETNegative Net Change LUMNPositive Net Change

Zacks Equity Research

Can Healthy Software Revenue Growth Benefit IBM's Q1 Earnings?

IBM heads into Q1 earnings with Software growth in focus, driven by watsonx.ai deals, new Sovereign Core and Confluent buyout.

IBMPositive Net Change GOOGLPositive Net Change ANETNegative Net Change LUMNPositive Net Change

Zacks Equity Research

Can Intel's Core Series 3 Processors Launch Boost Its Profits?

INTC unveils Core Series 3 mobile chips built on 18A process, targeting budget users with AI features, up to 47% faster performance and longer battery life.

INTCPositive Net Change QCOMNegative Net Change AMDPositive Net Change

Supriyo Bose

IBM Stock Before Q1 Earnings: A Smart Buy or Risky Investment?

IBM heads into Q1 earnings with new AI partnerships and Confluent acquisition, but premium valuation and falling EPS estimates remain headwinds.

MSFTPositive Net Change IBMPositive Net Change ORCLPositive Net Change SEICNegative Net Change

Supriyo Bose

Can IBM's Focus on Improving Cybersecurity Measures Aid the Stock?

IBM launches Autonomous Security, using multi-agent digital workers to speed threat response, cut friction and strengthen compliance in the AI era.

IBMPositive Net Change PANWPositive Net Change CRWDPositive Net Change