Mellanox Technologies Ltd
Intel Stock Rises over 2% on Morgan Stanley Upgrade
Intel stock rose over 2% on February 22 after Morgan Stanley analyst Joseph Moore upgraded the stock to overweight and raised its price target from $55 to $64.
Why Is Intel Focusing Its Investments in Israel?
Globes stated that Intel has made a cash-stock bid of $5.5 billion–$5.6 billion for Mellanox Technologies.
NVIDIA’s Go-to-Market Partners Make GPU Deployment Easy
NVIDIA (NVDA) has been strengthening its products by working alongside industry partners to identify the applications where AI and GPU accelerated computing can make a difference.
Why Analysts Recommend a ‘Buy’ for NVIDIA
NVIDIA (NVDA) has been leveraging its platform strategy and product segmentation strategy to improve its profits while keeping its expenses in check.
NVIDIA Taps Data Science Opportunity in the Data Center Market
At the 2019 Investor Day, NVIDIA’s CEO Jensen Huang explained the data science opportunity.
IBM Targets Big Data Space with POWER 8 Processors
In August 2013, IBM (IBM) unveiled its POWER 8 family of processors.
Why Wells Fargo Named Nvidia Stock as a ‘Top Pick’
Nvidia (NVDA) stock closed 1.66% higher on December 20. The stock climbed after Wells Fargo picked Nvidia as the top semiconductor stock for 2020.
Nvidia and Mellanox Deal Wins EU Approval
Nvidia (NVDA) has gained regulatory approval from antitrust regulators for its pending acquisition of Mellanox Technologies (MLNX).
Can the Nvidia-Mellanox Acquisition Deal Happen Soon?
Chipmaker Nvidia (NVDA) is facing uncertainty around its pending acquisition of Mellanox Technologies (MLNX) amid the US-China trade war concerns.
Nvidia Stock Looks Good on Rising Data Center Demand
Nvidia mainly relies on its gaming and data center businesses for revenue. However, these segments haven’t been performing well since October last year.
Nvidia Stock Fell Due to Lower Revenue Outlook
Nvidia posted better-than-expected earnings and revenues in the third quarter. However, investors were disappointed by the weak fourth-quarter guidance.
Nvidia Earnings: Why Are Investors and Analysts Bullish?
Nvidia is set to report its earnings for the third quarter of fiscal 2020 after the closing bell on Thursday. The company looks strong before its earnings.
China Trade Deal: Will Uptrend in Chip Stocks Continue?
The US and China reached the first phase of the trade deal after struggling for over a year. The “very substantial” deal happened after 13 rounds of talks.
NVIDIA Stock Rises: Can It Keep That Momentum?
After the US and China agreed yesterday to hold trade talks in early October, NVIDIA (NVDA) stock rose 6.5% and closed at $179.74.
NVIDIA-Mellanox Deal at Risk amid Trade War Fears
Chipmaker NVIDIA (NVDA) agreed to acquire data connectivity company Mellanox Technologies (MLNX) for around $7 billion in March.
NVDA’s Capital Allocatations: Shareholder Returns, Mellanox Deal
NVIDIA (NVDA) suffered a blow after the end of crypto-related GPU (graphics processing unit) demand piled up inventory in the channel.
Is Broadcom Shifting Its Focus to Infrastructure Software?
In the first quarter of fiscal 2019, Broadcom’s Infrastructure Software revenue stood at $1.4 billion, higher than analysts’ consensus estimate of $1.2 billion.
NVIDIA Climbs 6.97% Yesterday on Mellanox Deal
NVIDIA rose 6.97% to $161.14 after the company announced its biggest-ever acquisition deal to buy data connectivity company Mellanox for ~$7 billion.
Why Did NVIDIA Acquire Mellanox?
Both NVIDIA and Intel operate in the high-performance computing market, but they offer different products.
NVIDIA Announces Acquisition of Mellanox for $6.8 Billion
Things are heating up in the semiconductor M&A space, and this time, Israel-based big data connectivity company Mellanox is the target.
Why Intel Might Want to Own Mellanox
Intel (INTC) quietly placed a bid of up to $6.0 billion to buy Mellanox Technologies (MLNX), according to a Calcalist report cited by Reuters.
China’s Positive Comments on the Qualcomm-NXP Merger
Potential acquirers in the broader chip industry are hopeful about moving ahead with pending agreements.
Z and Power Systems Instill Hope in IBM’s Hardware Segment
IBM’s Power Systems business is its high-end server unit that focuses on Unix and Linux computing. IBM’s z Systems refers to its mainframe business.
IBM Launches Power Systems LC Servers for Big Data and HPC Market
On October 9, 2015, IBM unveiled its three Power Systems LC servers, which according to IBM cost 50% less than a comparable x86 server and provide twice the level of performance.
IBM Aims to Threaten x86 Server Dominance
It appears that IBM’s Power8 will successfully fill the void left from its divestment of the x86 server business that’s dominated by Intel.