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Zacks Equity Research

Netflix Eyes EMEA Expansion With Euro 1B Investment Plan in Spain

NFLX boosts its global push with a Euro 1B investment in Spain, anchoring its EMEA strategy amid rising streaming rivalry.

AMZNNegative Net Change NFLXNegative Net Change DISNegative Net Change

Aniruddha Ganguly

Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold

CSCO is benefiting from an expanding security and AI portfolio despite challenging macroeconomic conditions and stretched valuation.

CSCONegative Net Change NVDANegative Net Change EXTRNegative Net Change ANETNegative Net Change

Zacks Equity Research

Intel XEON 6 Gaining Solid Market Traction: Will the Uptrend Persist?

INTC gains traction with Xeon 6 in AI and high-performance computing, despite competition from AMD and Arm.

INTCNegative Net Change AMDNegative Net Change ARMNegative Net Change

Zacks Equity Research

T Accelerates Fiber Network Expansion: Will it Boost Competitive Edge?

T hits 30M fiber locations ahead of schedule, fueling growth plans and intensifying the broadband race with rivals.

TPositive Net Change VZPositive Net Change CHTRNegative Net Change

Supriyo Bose

Qualcomm to Expand Into Data Centers With Alphawave Semi Buyout

QCOM will acquire Alphawave Semi for $2.4B, expanding into data centers and AI with high-performance chiplets.

INTCNegative Net Change QCOMPositive Net Change AMDNegative Net Change

Zacks Equity Research

GILT Wins Orders Worth $27M for Stellar Blu ESA Terminals Portfolio

Gilat lands $27M in new ESA terminal orders as its Stellar Blu platform gains traction across aviation markets.

BLKBNegative Net Change GILTNegative Net Change ACIWNegative Net Change UNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Johnson & Johnson, T-Mobile, The Boeing and Franklin Financial Services

JNJ, TMUS, BA, and FRAF show strong momentum as earnings growth, market share, and strategic moves fuel investor confidence.

BAPositive Net Change JNJPositive Net Change TMUSNegative Net Change FRAFNegative Net Change

Aniruddha Ganguly

2 Network Software Stocks to Watch From a Prospering Industry

Communication-Network Software providers like ATEN and ONDS benefit from the ongoing digitalization efforts, including a shift to cloud computing and strong deployment of AI-based applications.

ATENNegative Net Change ONDSPositive Net Change

Zacks Equity Research

IDT Stock Gains Following Strong Q3 Earnings and Margin Expansion

IDT posts strong third-quarter fiscal 2025 results with record 37.1% gross margin and double-digit growth across NRS and Fintech segments.

IDTNegative Net Change

Zacks Equity Research

CLFD is Steadily Expanding Fiber Portfolio: Will It Boost Prospect?

Clearfield sees 151% profit jump in key segment as it targets growth from fiber demand and BEAD program.

GLWNegative Net Change COMMNegative Net Change CLFDNegative Net Change

Zacks Equity Research

QCOM Gains Traction in Automotive: Will It Deliver Sustainable Growth?

Qualcomm accelerates auto ambitions with 59% growth and fresh ADAS deals. However, growing competition remains a concern.

INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

Arista 2.0 Strategy Gaining Traction: Is it the Next Key Growth Driver?

ANET's Arista 2.0 strategy gains momentum with AI, SaaS and new markets driving its next wave of growth.

CSCONegative Net Change ANETNegative Net Change

Supriyo Bose

IBM's Software Segment Growth Picks Up: A Sign of More Upside?

IBM's Software unit hits $6.34B in Q1 revenue as hybrid cloud and AI demand drive strong segment growth.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Aritra Chatterjee

QCOM Expands V2X Portfolio With Strategic Buyout: Is the Stock a Buy?

Qualcomm acquires Autotalks to deepen its V2X tech edge, aiming to boost smart mobility and expand its Snapdragon portfolio. Growing competition, China exposure are concerns.

INTCNegative Net Change QCOMPositive Net Change NVDANegative Net Change

Supriyo Bose

INTC Plunges 35% in the Past Year: Should You Dump the Stock?

INTC stock plunges 35% in a year as margin pressures, China risks and AI missteps cloud its turnaround efforts.

INTCNegative Net Change AMDNegative Net Change NVDANegative Net Change

Zacks Equity Research

Will an Innovative Game Pipeline Drive TTWO's Net Bookings Growth?

Take-Two Interactive rides a 17% bookings surge as demand for Grand Theft Auto, NBA 2K and new titles fuels its growth outlook.

MSFTNegative Net Change TTWONegative Net Change EAPositive Net Change

Supriyo Bose

IBM Surges 16% in Six Months: Is it Time to Buy the Stock?

IBM surges 16% in six months as hybrid cloud and AI demand power growth, outpacing rivals despite margin pressures.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Aritra Chatterjee

Clearfield Soars 35.5% in 3 Months: Should You Buy the Stock Now?

CLFD stock soars on innovative product rollouts, improved margin backed by cost optimization and supply chain improvements.

GLWNegative Net Change COMMNegative Net Change CLFDNegative Net Change

Zacks Equity Research

CIEN Stock Tanks 13% on Q2 Earnings Miss, AI Demand Drives Sales Y/Y

Ciena's fiscal Q2 2025 results reflect surging demand for high-speed connectivity in cloud computing and AI amid evolving tariff rates and rising costs.

CIENNegative Net Change GLWNegative Net Change VIAVNegative Net Change ATUSNegative Net Change

Aritra Chatterjee

Will VZ's Growing Prowess in V2X Technology Boost Competitive Edge?

Verizon debuts its Edge Transportation Exchange, aiming to lead the V2X market with 5G, edge compute, and precise geolocation tech.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Zacks Equity Research

The Zacks Analyst Blog Highlights Mastercard, Verizon Communications, Stryker, Espey Mfg. & Electronics and Comstock Holding

MA, VZ, SYK, ESP, and CHCI show strength across sectors, with solid growth, tech advances, and strategic positioning in 2025.

MANegative Net Change VZPositive Net Change SYKNegative Net Change ESPPositive Net Change CHCIPositive Net Change

Aritra Chatterjee

AT&T Unveils Tailored Plan for 55+: Will it Drive Customer Growth?

T bets on affordability and security to compete in the 55+ segment, offering bundled wireless and Internet plan.

TPositive Net Change VZPositive Net Change TMUSNegative Net Change

Supriyo Bose

Beat the Market Blues With These Leading Cloud Computing Stocks

Cloud computing giants like MSFT, GOOGL, AMZN, and ANET are fueling digital transformation and investor opportunity.

AMZNNegative Net Change MSFTNegative Net Change GOOGLNegative Net Change ANETNegative Net Change

Supriyo Bose

Will the Launch of watsonx AI Labs Be a Game Changer for IBM?

IBM opens watsonx AI Labs in NYC to co-create enterprise AI with startups and scale-ups, boosting its AI innovation push.

AMZNNegative Net Change MSFTNegative Net Change IBMNegative Net Change

Supriyo Bose

Arista Stock Surges 12.5% in 3 Months: Worth a Solid Buy?

ANET gains 12.5% in three months as strong demand, AI focus and software strength fuel investor optimism.

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