When Will Nvidia See Revenue from Autonomous Cars?
Nvidia is set to report big revenue growth in data center as its Tesla GPUs make their way into servers and supercomputers.
Google and Intel Partner to Accelerate Cloud Adoption
Alphabet’s (GOOGL) Google could soon shed its cloud computing underdog tag if its latest collaboration with Intel (INTC) bears fruit.
How Could the Sale of Its Satellite Business Impact Alphabet?
Alphabet (GOOGL) has opened talks that could lead to the sale of its satellite imagery business, Terra Bella. Google acquired Terra Bella in 2014 for $500 million to capture images of Earth
Tiger Global raises its position in MasterCard
MasterCard plans to sustain its growth and revenue by improving its pricing and increasing its processed transactions.
How NVIDIA’s Balance Sheet Compares to Its Peers
In fiscal 1Q18, NVIDIA’s cash reserves stood at $6.2 billion. Its long-term debt stood at $2.0 billion, resulting in a net cash position of $4.2 billion.
How Intel Is Creating Artificial Intelligence Opportunities
Intel (INTC) is expanding its data center offerings beyond server CPU (central processing unit) solutions to complete rack solutions.
How Is Intel’s Data Center Business Performing?
Intel’s (INTC) move to acquire Mobileye (MBLY) could create an adjacent data center opportunity in the long term.
How the Acquisition of Mobileye Could Affect Intel’s Earnings
Intel (INTC) is acquiring Mobileye (MBLY) for $15.3 billion in order to grow in the autonomous vehicle market.
Will the Internet of Things Replace Intel’s PC Business?
Intel (INTC) is looking to reduce its dependence on the PC (personal computer) market. It needs a large enough market to replace the earnings of the PC market.
Intel Bets on a $250 Billion Growth Opportunity
Intel’s (INTC) market leadership in the PC (personal computer) and data center spaces has left little room for growth amid a slowdown in these markets.
Should Investors Be Concerned about Intel’s Leverage?
Intel has long-term debt of $24 billion against cash reserves of $17 billion, resulting in net debt of $7 billion.
How NVIDIA Is Strategizing to Build an Autonomous Vehicle
NVIDIA’s end-to-end autonomous car solution NVIDIA (NVDA) is looking to make the concept of a fully autonomous car reality by developing an end-to-end platform, from architecture to HD (high-definition) maps. It aims to develop a complete software stack and update it on a continuous basis. On top of that, it hopes to make this stack open, […]
NVIDIA’s Strategy to Boost the Adoption of Autonomous Cars
NVIDIA is partnering with auto suppliers like Bosch, truck companies like PACCAR, and mid-tier carmakers like Toyota (TM) to increase the adoption of AI car platforms.
What’s NVIDIA’s Approach to Self-Driving Cars?
NVIDIA (NVDA) is leveraging its GPU (graphics processing unit) and Tegra processor to bring AI (artificial intelligence) right from data center to device.
What’s Happening with Intel’s Internet of Things Group
Intel’s Internet of Things Group So far, we’ve seen that Intel (INTC) is touching on every aspect of data—processing, transmitting, storing, and accessing. The company’s IoTG (Internet of Things Group) will focus on the first process, collecting data from various IoT devices. Intel’s IoTG revenue rose 15% YoY (year-over-year) to $2.6 billion in fiscal 2016. As […]
Can Nvidia Maintain Strong Revenue Growth in Fiscal 2018?
For fiscal 1Q18, Nvidia (NVDA) expects its revenue to decline 12% quarter-over-quarter to around $1.9 billion.
Some Analysts See Strong Growth Potential in Nvidia’s Stock
Nvidia’s management has been quick to identify growth opportunities beyond gaming and has witnessed growth in the AI and autonomous car markets.
Why Canaccord Genuity Is Bullish on AMD
Advanced Micro Devices (AMD) is launching a suite of products to obtain a share of the high-end PC, server, and GPU markets.
Will High Leverage Impact Intel’s Financial Flexibility?
Amid product innovations happening at different levels, Intel announced its acquisition of Israel-based (EIS) Mobileye (MBLY) in an all-cash deal of $15.3 billion in March 2017.
Behind Intel’s Transition into a Data-Centric Company
2017 started off slow for Intel (INTC) as it transitioned from being a PC-centric (personal computer) company to a data-centric company.
How Does AMD Plan to Deleverage Its Balance Sheet?
AMD has infused cash into its cash-strapped balance sheet by selling off its non-strategic businesses. The company has also restructured its debt to increase its financial flexibility.
Why Cypress Is Targeting Instrument Clusters
The chip market is consolidating in order to tap the big opportunities in the automotive industry.
This Is Micron’s Next Big Growth Opportunity
Micron Technology (MU) is looking to expand into the automotive, industrial, and consumer markets.
How Important Are Autonomous Cars to Companies Like Intel?
Goldman Sachs estimates that advanced driver assistance systems and the autonomous car market will grow from $3.0 billion in 2015 to $290.0 billion in 2035.
Could Intel Make the Mobileye Integration a Success?
Intel is looking to mitigate the integration risk by integrating its Automated Driving Group with Mobileye instead of integrating Mobileye into its business.
Intel’s History of Failed M&As: The Cause and the Impact
Intel (INTC) missed out on the mobile revolution, so now it’s trying to catch up, investing in areas such as autonomous cars and artificial intelligence.
Is Intel Taking a Huge Risk by Acquiring Mobileye?
The key risk Intel faces with the Mobileye acquisition is that Mobileye could fail to create an autonomous driving solution in time.
What Encouraged Intel to Acquire Mobileye for a High Premium?
Since Intel is a data company, the autonomous car would become its fastest-growing market with an estimated market of more than $70.0 billion by 2030.
How the Mobileye Acquisition Could Impact Intel’s Earnings
Intel (INTC) is acquiring Mobileye (MBLY) for a hefty premium compared to MBLY’s earnings.
What You Need to Know about the Intel-Mobileye Merger
Analysts are criticizing the Intel-Mobileye deal. They think the acquisition price is too high and the synergies from the merger are too low.
The Intel-Mobileye Merger Is Official: Should We Be Concerned?
On March 13, 2017, Intel announced an all-cash deal of $15.3 billion to acquire Mobileye (MBLY), an Israel-based assisted-driving systems supplier.
Where Is Intel Channeling Its Research and Development Efforts?
Intel (INTC) is in the midst of a major transformation, which makes Intel the top semiconductor R&D (research and development) spender in the world.
Intel Go Shows How Serious Intel Is about Autonomous Cars
Intel has created a brand for autonomous cars named “Intel Go.”
Intel’s Transformation to Chip Supplier of the Future
Chip giant Intel (INTC) is undergoing a major restructuring that could bring in annual savings of $1 billion. Intel is also refocusing its portfolio in high-growth areas within the data center, IoT, and memory markets.
These Tech Companies Are Trying to Change the Auto Industry
Autonomous vehicles could not only revolutionize the auto industry as we know it but also change the way we commute.
Columbia Select Large Cap Growth Fund: Sector Composition YTD 2016
The Columbia Select Large Cap Growth Fund (ELGAX) invests at least 80% of its assets in common stocks of US-based and foreign companies with market caps in the range of companies in the Russell 1000 Growth Index.
How Will Intel Leverage ARM Partnership to Grow in IoT Space?
The Intel-ARM partnership will not only help Intel tap the smartphone market but also the IoT (Internet of Things) market.
What’s the Sector Composition of the AB International Growth Fund?
The AB International Growth Fund invests “in an international portfolio of equity securities of companies selected by the Adviser for their growth potential within various market sectors.”
Portfolio Moves of the AB International Growth Fund in YTD 2016
The AB International Growth Fund’s assets were spread across 57 holdings in May 2016, and it was managing $334.2 million in assets.
How ELGAX’s Portfolio Has Changed
Information technology was the single largest sectoral holding of ELGAX, forming 40% of its portfolio, as of April 2016.
Helpful Facts about the Columbia Select Large Cap Growth Fund
The Columbia Select Large Cap Growth Fund invests at least 80% of its assets in common stocks of US-based and foreign companies with market caps in the range of companies in the Russell 1000 Growth Index.
Can General Motors Race Ahead in Autonomous Driving?
During its global business conference, General Motors outlined a roadmap on how it plans to play the autonomous space. Tesla and Google are also working on autonomous technology.
Tiger Global starts new position in Mobileye
Mobileye, the Israel-based vehicle safety technology company, earned gross proceeds from its initial public offering of $1.023 billion.
Tiger Global adds significant new position in Bitauto Holdings
Bitauto Holdings is a leading provider of Internet content and marketing services for China’s fast-growing automotive industry.
Must-know: Tiger Global Management’s holdings in 3Q14
Tiger Global Management’s holdings included 48 stocks during the third quarter. The size of the fund’s US long portfolio fell slightly from $7.8 billion to $7.5 billion.