Leila Farooq
Telecom & Media Analyst
Articles 796
Onsemi: Position for a Cyclical Upswing — Buy the Recovery, Respect the Cycle
Operational improvement and new GaN/IP wins make ON a high-conviction swing trade as auto and power demand inflect.
On Semiconductor (ON) shows clear signs of a turnaround: after a volatile start to FY2025 the last two quarters returned to profit, operating cash flo...
Applied Materials: Buy the Complexity Trade — Ride AI-Driven Capex into Higher Nodes
Actionable trade: enter around $318, tight stop, targets at $360/$420; thesis anchored to rising chip complexity and AMAT's dominant deposition footprint.
Applied Materials (AMAT) is the largest wafer fabrication equipment supplier with deep exposure to the re-acceleration in logic and AI-related capex. ...
Movano Shares Surge Following Major GPU Lease Agreement by Corvex
AI Infrastructure Expansion Drives Significant Pre-Market Trading Gains for Movano
Movano Inc. (NASDAQ: MOVE) experienced a notable rise in stock price during pre-market trading on Friday. This movement follows an announcement by Cor...
Cryptocurrency Markets Grapple With Volatility Amid $2.1 Billion Options Expiry
Bitcoin struggles below $90,000 as Ethereum, XRP, and Dogecoin exhibit notable price fluctuations
Bitcoin continues to trade under the $90,000 mark amid significant liquidation activity. Ethereum has experienced a downturn after losing key support,...
Senators Investigate Pentagon Contracts Linked to Donald Trump Jr.
Democrats raise concerns over potential conflicts of interest involving defense loans and deals with Trump Jr.-associated firms
Three Democratic senators have formally asked the Department of Defense to clarify whether contracts and loans awarded to companies connected to Donal...
Rethinking the Pursuit of Maximizing 401(k) Contributions
Balancing 401(k) Limits with IRA Benefits for a Well-Rounded Retirement Strategy
Though 401(k) plans are the most common retirement accounts in the United States, the goal of maxing out contributions may not be feasible or optimal ...
Projected XRP Market Trajectory Towards 2026: Challenges and Outlook
After Regulatory Resolution, XRP Faces Structural Hurdles Impacting Future Valuation
XRP initially surged following Ripple's legal settlement with the SEC but has since declined substantially due to underlying structural concerns with ...
TikTok Secures U.S. Operations Through Majority American-Owned Venture Backed by Oracle, Silver Lake, and MGX
ByteDance completes deal to meet U.S. divestment regulations, avoids national ban amidst ongoing security concerns
After years of national security scrutiny and regulatory challenges, ByteDance has finalized a strategic agreement establishing TikTok USDS Joint Vent...
First Citizens BancShares Faces Earnings Decline in Q4; Analyst Forecasts Adjusted Ahead of Results Release
Jacksonville-based bank anticipated to report lower EPS despite modest revenue growth; several analysts update targets and ratings
First Citizens BancShares, Inc. is on track to report a decline in its fourth-quarter earnings per share compared with the previous year, even as reve...
Wall Street Sees Modest Fluctuations Amid Intel's Decline and a Surge in Gold Prices
Markets experience a quiet end to a turbulent week marked by supply concerns and geopolitical tensions
The U.S. stock market showed mixed and largely subdued movements in the latter part of the week. While the S&P 500 remained nearly flat, the Dow Jones...