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communications: Archive

Supriyo Bose

Should You Buy, Sell or Hold VZ Stock Ahead of Q2 Earnings?

VZ aims for a Q2 earnings beat with 5G advances and bundling, but soft margins and weak stock performance raise caution.

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Zacks Equity Research

Globalstar Aids U.S. Army to Power the Future of Tactical Communications

GSAT's pact with the U.S. Army and C-3 network expansion position it at the forefront of secure satellite innovation.

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Kashvi Chandgothia

Data Center Demand is Rising: Can it Fuel Further Upside to APH Stock?

Data center strength lifts Amphenol as its high-speed interconnects and thermal solutions anchor future growth.

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Zacks Equity Research

Zacks.com featured highlights include Walt Disney, TE Connectivity, Fortinet, Banco Bilbao Vizcaya Argentaria and Colgate-Palmolive

High-ROE stocks like DIS, FTNT, and BBVA shine as markets rally and investors seek efficient, cash-rich growth plays.

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Aritra Chatterjee

Verizon or Charter: Which Telecom Stock is the Smarter Investment?

VZ and CHTR ramp up 5G and fiber investments as telecom competition intensifies across wireless and broadband.

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Aritra Chatterjee

CLS vs. JBL: Which EMS Stock is a Better Investment Right Now?

As AI reshapes the EMS landscape, Jabil and Celestica take several initiatives to capitalize on the emerging market trend.

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Supriyo Bose

Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

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Aritra Chatterjee

AT&T vs. Comcast: Which Telecom Stock is a Better Buy Right Now?

AT&T and Comcast are doubling down on fiber and wireless, but diverging strategies highlight different growth paths ahead.

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Supriyo Bose

Intel vs. Qualcomm: Which Chipmaker is Better Poised for Mobile & 5G?

QCOM gains edge over INTC in AI PCs and 5G, with stronger 2025 growth forecasts and broader connected tech traction.

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Zacks Equity Research

KT, TRMB Partner to Deliver Real-Time GNSS Positioning in South Korea

KT Corporation partners Trimble to deliver centimeter-level GNSS precision in Korea, fueling ADAS, IoT growth and cutting AI/IT revenue ties to core strategy.

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Supriyo Bose

Can AT&T's Fiber Densification Help Bridge the Digital Divide?

T is betting big on fiber densification to reach 60 million locations by 2030 and help close the digital divide nationwide.

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Zacks Equity Research

Globalstar & Telecom CLM to Expand Alcazar Teleport for C-3 System

GSAT doubles its Alcazar Teleport footprint in Spain, boosting satellite network resilience across Europe.

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Zacks Equity Research

Tariff Pressures Mount: Will China Exposure Slow APH Stock's Momentum?

Amphenol's datacom momentum may slow as rising China tariffs add compliance costs and margin pressure.

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Supriyo Bose

Can Intel Be Leaner & More Agile by Laying Off 529 Employees?

INTC cuts 529 jobs across Oregon to streamline operations, reduce complexity and refocus on core chip and data center R&D.

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Aritra Chatterjee

Will Solid Momentum in Premium Handset Vertical Drive QCOM's Growth?

Qualcomm's Snapdragon 8 Elite powers Samsung's latest Galaxy Z Fold7 as it gains ground in the premium handset market despite growing competition.

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Zacks Equity Research

Will Growing AI Proliferation Drive Sustainable Growth for Celestica?

CLS rides the rising AI hardware demand with innovative switches and storage solutions targeting data centers and edge AI.

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Zacks Equity Research

AST SpaceMobile Trades at a Premium: Time to be Cautious?

ASTS surges 262.8% in a year, but its high valuation raises red flags amid rising R&D costs and macro headwinds.

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Supriyo Bose

Can IBM Power11 Server Redefine Business Application Processes?

IBM Power11's AI-ready design and 55% core performance boost promise to streamline business workloads at scale.

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Zacks Equity Research

TELNY Acquires GlobalConnect's Norwegian Consumer Unit for NOK 6B

Telenor's NOK 6B deal to buy GlobalConnect's fibre business boosts its market share to 29% and fuels long-term digital growth in Norway.

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Zacks Equity Research

The Zacks Analyst Blog Highlights T-Mobile US, AstraZeneca and Comcast

TMUS, AZN, and CMCSA show diverging paths as 5G gains, pipeline growth, and streaming resilience shape their outlooks.

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Mark Vickery

Top Analyst Reports for T-Mobile, AstraZeneca & Comcast

TMUS, AZN, and CMCSA each face market headwinds, but new analyst reports highlight strengths shaping their outlooks.

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Supriyo Bose

Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

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Supriyo Bose

Can Intel Benefit From Higher Tax Credits in the New Tax Bill?

INTC may gain from 35% chip tax credits as it accelerates U.S. manufacturing under its IDM 2.0 strategy.

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Zacks Equity Research

VZ Rides on Healthy Traction in the Consumer Segment: Will it Persist?

VZ gains momentum with strong 5G adoption, low churn and a customer-focused strategy driving growth in the Consumer segment.

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Zacks Equity Research

LUMN Stock Up 334% in 12 Months: Can AI Wins Sustain the Trajectory?

Lumen's shares soared 334% in a year as it bets on AI, multi-cloud and NaaS to offset legacy woes and heavy debt.

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