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Macroeconomic Analysis Why Are Tech Stocks Dropping and Will They Rebound?
Fed Chair Jerome Powell likely has something to do with stock futures and tech stocks dropping, but why? Will tech stocks rebound?Earnings Report Where AMD Stands Today in the Tech Transition
Calendar 2017 was a turnaround year for Advanced Micro Devices (AMD) as it moved from losses to profits.Earnings Report How Broadcom’s Acquisitions Could Improve Its Profitability
Broadcom’s profitability In the previous part of this series, we saw that Broadcom (AVGO) is likely to witness seasonal revenue decline as demand in its wireless segment, its second largest, falls. While revenue depends significantly on external factors such as customer demand, the pricing environment, and competition, profitability depends on internal factors such as cost control and product […]Company & Industry Overviews AMD Stock Rises on Intel’s Troubles
AMD stock has hit a 12-year high, rising 182% year-to-date. In contrast, the Market Vectors Semiconductor ETF (SMH) has risen 6.7% YTD.Company & Industry Overviews Why Is Walmart Changing Its Name?
Walmart (WMT) is editing its corporate name. The retailer wants to be known simply as Walmart Inc., not Wal-Mart Store Inc. as it is currently legally known.Company & Industry Overviews Why Google Is Not in Favor of Ad Agency Disintermediation
In the cloud computing industry, Google is behind market leaders Amazon (AMZN) and Microsoft (MSFT) and it is trying many strategies to bolster its position.Company & Industry Overviews Why Groupon’s Debt-to-Equity Ratio Is One of Highest in Industry
Groupon (GRPN), eBay (EBAY), Baidu (BIDU), Square (SQ), and Twitter (TWTR) have the highest debt-to-equity ratios among industry players.Company & Industry Overviews Will the Galaxy S8 Be a Dual-Camera Device?
While smartphone makers such as Apple, Huawei, and LG are already shipping handsets featuring dual cameras on the back, Samsung has been conspicuously missing in that space.Financials Goldman Sachs: Expect Volatile October, Rising Gold
Yesterday, Goldman Sachs’ strategist warned of high volatility in October. Based on Goldman Sachs’ data, since 1928 volatility in October is 25% higher.Company & Industry Overviews Advanced Micro Devices: Computing and Graphics Segment in 2018
AMD’s Computing and Graphics revenue has risen in the double digits on a YoY (year-over-year) basis from fiscal 2Q16 when AMD launched its first Polaris GPU.Macroeconomic Analysis How Did the S&P 500, NASDAQ, and Dow Perform on January 25?
On January 25, six out of the S&P 500’s 11 major sectors moved higher. Strength in the utilities and health care sectors pushed the market higher.Company & Industry Overviews How Micron Plans to Improve Its Gross Margin in Fiscal 2018
For fiscal 2Q18, Micron expects to improve its gross margin to 56.0% at the midpoint.Technology & Communications All You Need to Know about the Intel-AMD GPU Collaboration
This would be the first time since 1980 that AMD and Intel have entered into a strategic business collaboration to develop products.Company & Industry Overviews Why NVIDIA Is Eyeing Growth Opportunities in AI City
AI city NVIDIA (NVDA) is looking to expand the application of AI (artificial intelligence) and put it at the core of the future data-centric economy. The company is thus exploring the possibility of using AI in city management. In May 2017, it announced its Metropolis Edge-to-Cloud platform, which is a compilation of several hardware products—like Jetson, […]Company & Industry Overviews Why Investors Are Interested in AMD Stock
AMD is barely breaking even because of its high operating expenses and high leverage. However, the company is currently in the midst of multiple product launches in various markets.Technology & Communications Who’s Betting on Foundries like TSM and SSNLF?
The performance of SME suppliers is a bellwether for the overall semiconductor industry’s outlook because these serve foundries and IDMs.Earnings Report Could the OLED Display Act as AMAT’s Revenue Catalyst in the Future?
AMAT expects demand for OLED displays to remain high for the coming few years as the market faces a supply shortage.Company & Industry Overviews Why PayPal Favors a 2-Sided Network
PayPal (PYPL) processed $99.3 billion in payment volumes in 1Q17, up 23% year-over-year.Company & Industry Overviews Micron’s Strategy to Become Cost-Competitive
For the last two years, Micron reduced its DRAM production cost 15.0%–25.0% by transitioning to a 20 nm node and starting mass production of the 1X node.Miscellaneous AVGO’s Bid for Toshiba’s Memory Business Surrounded by Hurdles
Broadcom (AVGO) is bidding for Toshiba’s (TOSBF) NAND (negative-AND) Flash business in order to expand in the network storage market.Company & Industry Overviews Applied Global Services Stabilizes Applied Materials’ Earnings
Applied Materials’ Applied Global Services segment Applied Materials’ (AMAT) Semiconductor Systems segment has seen strong growth as chipmakers transition to new material-intensive 3D NAND technology and 10-nm (nanometer) and 8-nm process nodes. The chipmakers may take some time to ramp up new technology and improve yield rates. Applied Materials’ AGS (Applied Global Services) team works in sync with […]Company & Industry Overviews Will Intel Continue to Benefit from Moore’s Law?
Intel’s (INTC) gross margin hasn’t improved much over the last two years because it’s been manufacturing chips on the same 14nm (nanometer) node since 2014.Company & Industry Overviews Why Is AMD’s Gross Margin Lower than Its Rivals’?
Advanced Micro Devices (AMD) is looking to improve its gross margin by entering the high-end market and ramping up Global Foundries’ (or GF) 14nm (nanometer) process node.Company & Industry Overviews Why Did Goldman Sachs Downgrade AMD to a ‘Sell’?
Advanced Micro Devices (AMD) is growing beyond the game console market toward PC (personal computers), virtual reality, and data center technology with its new Ryzen CPUs.Earnings Report Cypress Semiconductor’s Strategy to Improve Gross Margin
Cypress Semiconductor (CY) aims to increase its gross margin from 40.0% currently to 43.0% by fiscal 4Q17 and 47.9% by fiscal 4Q18.Company & Industry Overviews Inside Micron’s CNBU: Key Growth Drivers
The emergence of the data economy is creating new growth drivers for Micron Technology (MU) in every end market.Miscellaneous 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.