Why Are Tech Stocks Dropping and Will They Rebound?
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.
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 […]
US Businesses Are Ready to Take on Trump’s Tariffs
Several companies have taken a hit on their earnings after Trump’s Section 232 tariffs lifted US steel prices and physical aluminum premiums to multiyear highs.
Wall Street Rose amid Trump’s Tax Cut Proposal on September 27
The S&P 500 started this week on a weaker note due to the market’s lower risk appetite amid geopolitical concerns. The S&P 500 rose on September 27.
Intel’s Revised Fiscal 2017 Revenue Guidance Revives Investor Confidence
At ~$60 billion in annual revenues, Intel (INTC) has grown to become the world’s largest semiconductor company.
Wall Street Pulled Back on October 25 amid Weak Earnings
On October 25, the NASDAQ and Dow Jones Industrial Average opened the day lower. The NASDAQ closed the day at 6,563.89 with a loss of 0.52%.
How Intel Is Using Its Cash
Intel has generated $14.9 billion in cash from operations so far this year as of the end of 3Q17. That implies $1.3 billion more cash from operations YoY.
Could the Emerging Market Currency Crisis Bother US Investors?
There’s a crisis building in emerging market currencies. The Turkish, Iranian, and Indian currencies have fallen to their all-time low against the US dollar.
S&P 500, NASDAQ, and Dow Rebounded amid Better Global Sentiment
The S&P 500 fell lower last week amid geopolitical concerns. But it started this week on a stronger note by rebounding on Monday.
Why Did the S&P 500 and Dow Rise to Fresh Record Highs?
After rising to record high price levels last week, the S&P 500 carried the buying momentum to this week. It closed with gains on September 20, 2017.
Why the S&P 500, NASDAQ, and Dow Lost Momentum
The S&P 500 started this week on a stable note by trading at all-time high price levels on Monday. The market lost momentum in the first two trading days.
A Look at Intel’s Efforts in the Artificial Intelligence Space
Artificial intelligence opportunities and Intel So far, we’ve discussed how Intel (INTC) may be slowly losing ground in the process technology space. However, this does not deter the company from making R&D (research and development) efforts in the AI (artificial intelligence) space. AI is the future of technology—everything from home appliances to industrial machines could […]
Why Alphabet’s Earnings Dropped in 2Q17
Alphabet’s EPS (earnings per share) of $9.36 in 4Q16 was $0.26 below consensus expectations despite increasing from $8.67 in 4Q15.
How Playing Nice with Publishers Could Ease Alphabet’s Pain
Google could have a much easier time policing its platforms to keep false news, so-called “fake news,” and other inappropriate content at bay.
Wall Street Pulled Back from Record Highs on September 21
On September 21, nine out of the S&P 500’s 11 major sectors fell. Weakness in the telecom services and consumer staples sectors pushed the market lower.
Is Alphabet Pushing Investors away from Uber?
The Waymo litigation, the leadership crisis, and escalating competition appear to be scaring investors away from Uber.
S&P 500, NASDAQ, Dow Surged to Record Highs on October 6
After starting this week on a stronger note and gaining for seven consecutive trading days, the S&P 500 surged higher to a new record-high price on Thursday.
S&P 500, NASDAQ, and Dow Pulled Back on May 11
After consolidating for three consecutive trading days, the S&P 500 started May 11 on a weaker note by opening lower and falling to one-week low levels.
Inside Intel’s 1Q17 Irony
Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.
Will Higher Prices Hamper iPhone X Sales?
Apple’s iPhone X not only carries the same price in dollars as it does in British pounds but also represents the most expensive iPhone ever.
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.
Twitch–Activision Deal Reveals Amazon’s Prime Plan
As it pushes into the eSports business, Activision is looking to generate revenues through avenues such as content rights licensing, advertising, and merchandise sales.
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.
NVIDIA Stock Jumps 2.7% on GTX 1660 Ti GPU Rumors
On February 20, NVIDIA (NVDA) was among the top ten gainers in the NASDAQ (QQQ) as the stock spiked as much as 2.7% in the first half’s trading session on leaks around its new GTX 1060 Ti GPU.
A Facebook Move Worth Watching
The move by Facebook (FB) to patent a P2P (peer-to-peer) payment idea in Australia is a development worth watching closely.
Amazon India: What’s the Path to Profits?
The Get Fit initiative could see Amazon cut packaging costs, reduce marketing expenses, trim price discounts, increase warehouse automation, and improve the efficiency of its order delivery system.
Why Apple Is Steeply Discounting iPhone Batteries
After Apple (AAPL) owned up to slowing older iPhones, although not maliciously, the company didn’t just issue an apology.
A Look at NVIDIA’s Stock Price Movement in 2018
Over the last two years, the semiconductor industry has benefited from trends in the AI, gaming, cryptocurrency, and memory upcycle spaces.
Shedding Light on Snap’s ARPU after 2Q17
Snap stated that its worldwide ARPU for 2Q17 was $1.05, implying 109% growth over 2Q16.
Symantec: What’s Impressive about Splunk?
In fiscal 2Q18, Splunk posted revenue growth of nearly 32% year-over-year to $280 million.
Why Blackberry Moved to the New York Stock Exchange
BlackBerry’s ticker changes to “BB” from “BBRY” BlackBerry’s (BB) transformation runs deeper than just shifting its focus from hardware to software and services. The company’s transformation also involved identity restructuring. Since October 16, 2017, BlackBerry stock has been trading on the NYSE (New York Stock Exchange) with “BB” as its ticker. Before this, BlackBerry stock […]
S&P 500, Dow, NASDAQ Moved Higher on September 13
After a brief pullback last week, the S&P 500 started this week on a stronger note and continued to move higher.
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.
AMD Seeks an Epic Battle with Intel with Its Epyc Chip
With its Epyc chip, AMD is eyeing the lucrative server processor market that is closely held by Intel (INTC).
What’s AMD’s Strategy behind the Polaris-Based Radeon 500x GPUs?
AMD aims to make its Ryzen CPUs competitive with Intel’s (INTC) core processors, which have integrated GPUs.
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.
Streaming Media Devices: How Roku Is Defending Its Dominance
Apple TV upgraded and price hiked Apple (AAPL) generates a portion of the revenue it reports under Other Products from the sales of its media streaming device, Apple TV. In September, Apple launched an updated version of Apple TV that supports 4K video quality. The new Apple TV has a starting price of $180 for […]
Tesla to Unveil Electric Semi Truck: How’s the Stock Trading?
Tesla (TSLA), the popular US electric vehicle maker, is set to unveil its electric semi truck on November 16, 2017. The truck is expected to have autonomous capabilities along with other best-in-class features.
Why Yelp Is Partnering with GrubHub
For Yelp and GrubHub, the deal goes beyond trading Eat24.
Here’s What We Should Know about Facebook’s Audience
Audience size is expected to play a major role in supporting Facebook’s (FB) future revenue growth.
Facebook Opens Monetization Doors for Instant Games Developers
Facebook recently announced that it was testing monetization methods for Instant Games developers.
What Happened to Auto Stocks Last Week?
Last week, Ford (F), Toyota (TM), and Fiat Chrysler (FCAU) underperformed the broader market, falling 2.8%, 4.8%, and 0.9%, respectively.
How Did the S&P 500 and NASDAQ Perform on November 8?
After rising for eight consecutive trading weeks, the S&P 500 started this week on a stronger note by rising to record high price levels on Monday.
What Opportunities Could the 5G Wave Bring for Intel?
Intel to ride the 5G wave Intel (INTC) tried its hand at entering the mobile application processor market, but after huge losses and strong competition from Qualcomm (QCOM), it decided to bow out. It’s now looking to make it big in the modem business. Though its cable modem is facing some trouble, the modem business […]
How Is AMD Valued in Relation to Its Cash Earnings?
AMD has leverage to the tune of $1.4 billion, compared to its cash reserves of $943 million. This ratio reflects a net debt of $467 million as of the end of 1Q17.
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.
Why EU Court Denied US Intervention in Apple Tax Case
The US (SPY) cannot intervene in a case wherein Apple (AAPL) is challenging the European Union’s (EZU) demand for more than $15 billion in unpaid taxes.
Behind Intel’s Strategy to Accelerate Adoption of Autonomous Cars
Intel has stated that level-3 automation efforts are slow and ineffective, as a self-driving car will eventually crash if it’s running alongside human-driven cars.
S&P 500, NASDAQ, and Dow in the Week Ending July 28
After gaining for three trading weeks, the S&P 500 started this week with an improved sentiment. It fell in three out of four trading days last week.
Yahoo Sale: Is There a Place for Mayer?
Yahoo is set to begin a new life as a part of Verizon (VZ). It will be bundled together with AOL under a newly created entity with a funny name: Oath.
What AT&T Could Resemble after Swallowing Time Warner
Despite all the uncertainties about the deal, AT&T is going ahead with preparations for a new corporate structure made up of Time Warner’s assets.
The Spotlight Is on Snap’s ARPU
Looking back over the last several quarters, Snap’s ARPU has been trending upward on a year-over-year basis.
Can Cypress 3.0 Find Its Footing in Fiscal 2017?
Cypress (CY) plans to announce its 2Q17 earnings on July 27, 2017. In this series, we’ll see what investors should expect from its upcoming earnings and growth potential.
Nokia Hopes to Unveil Multiple Handsets in 2017
Nokia returned to the handsets space after a two-year hiatus with the Nokia 6, a smartphone running Alphabet’s (GOOGL) Android operating system.
Have President Trump’s Tactics Started to Yield Results?
President Trump has taken a hard stance on several issues including trade, Iran, and North Korea. He has lashed out against existing trade deals.
Wall Street Reacted to the Fed’s Statement on May 3
After trading in a range for five trading days, the S&P 500 opened lower on May 3 and ended the day almost flat.
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.
Blackstone Strategist: Brace for Bear Market!
Blackstone’s strategist Joseph Zidle warned investors of trouble in the equity market. He said the Fed could disappoint Wall Street.
Jim Cramer on Trump’s Stimulus, Recession, and AMZN
President Trump’s claims of a strong economy are based on the unemployment rate. The August US unemployment rate was 3.7%, just up from a 49-year low.
Could Trump Push Gold Prices to $2,000?
Gold closed at $1,541 per ounce yesterday. Despite Trump’s reassurances that trade talks are progressing, bond markets seem to be preparing for a recession.
How Hong Kong, Argentina News Could Affect the US
Recent developments in Hong Kong and Argentina could be important for US equity markets. Argentina’s turmoil could boost the S&P 500’s valuation.
US-China Spat Is about Much More than a Trade Deficit
The US-China trade spat has seen escalation as new tariffs have gone into effect this week.
Trade War Gets Ugly as President Trump Ups the Ante
Yesterday, President Trump imposed a 10% tariff on $200 billion worth of goods from China.
Trade Tensions: Markets Could Continue to Boil This Week
This week is another crucial week for investors amid the trade spat between the US and its trading partners.
Winners and Losers: Trade War Fears Impact Sentiments
Trade war fears have kept investors on their toes in 2018. The US has been engaged in trade wars with several countries.
Morgan Stanley Sets 12-Month Target of 2,750 for the S&P 500
Morgan Stanley (MS) doesn’t expect activity in the US economy (QQQ) or others to rise further as we are in the late cycle of the bull market.
How Microsoft, Amazon, and Netflix Helped NASDAQ Outperform
Earlier in the series, we discussed the tech sector’s (QQQ) outperformance and contribution to the S&P 500’s (VOO) advances in 2017 and 2018 to date.
The Rise and Fall of the US Stock Market
The cause of the sell-off in the stock market wasn’t clearly known, but analysts said it was a correction from the strong growth in 2017.
Should Advanced Micro Devices, Nvidia Worry about Cryptocurrency?
The demand for crypto miners has surged to such an extent that they are gobbling up the entire inventory of AMD’s Vega GPUs.
S&P 500, NASDAQ, and Dow’s Performance on January 29
The S&P 500 started this week on a mixed note by pulling back on January 29, 2018. On Monday, the S&P 500 opened the day lower and closed with a loss.
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.
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.
Micron Technology Eyes Its Embedded Business for Long-Term Growth
EBU’s non-GAAP operating profit rose 92.0% YoY to $342.0 million in fiscal 1Q18, accounting for ~11.0% of the company’s overall operating income.
Do Micron’s Price Ratios Value It Fairly?
Despite its strong growth in 2017, Micron’s PE (price-to-earnings) ratio was lower than the industry average, indicating that the stock was an attractive investment.
Assessing Microsoft’s Stock Performance in 2017
Earlier this week, Microsoft’s market cap briefly crossed the $700 billion mark for the first time. Apple and Google also have market caps well above $700 billion.
Micron’s Compute and Networking Business Feels the Power of AI
Micron Technology (MU) has been the key benefactor of the rising DRAM (dynamic random access memory) prices, as it earns more than 60.0% of its revenues from DRAM.
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.
Can Netflix Achieve 2017 International Subscriber Guidance?
In 4Q17, Netflix aims to gain 5.1 million subscribers against 4.5 million added in the previous quarter.
How Changing Consumer Market Dynamics Have Affected Micron
The recent technology shift is diversifying Micron’s customer base to include automotive and industrial IoT (Internet of Things) technology.
Investors and Analysts Mixed about Micron’s 2018 Performance
For the first time in more than 30 years, Intel (INTC) lost its revenue lead in the semiconductor industry. Samsung (SSNLF) overtook INTC to become the largest semiconductor company.
Facebook’s CMO Discusses Reinventing Marketing in the Internet Era
Advertising sales represented 98.2% of Facebook’s total revenues in 3Q17.
CBS All Access to Boost Entertainment Segment with an International Launch
After experiencing huge success in the domestic market, CBS’s online video streaming service, CBS All Access, plans to launch in Canada in 2018.
How the Semiconductor Industry Performed in 2017
2017 was a remarkable year for the semiconductor industry (SMH), as its top three end markets performed better than they did in 2016. 2017 also saw the emergence of much bigger and broader end markets.
Analyzing the S&P 500, NASDAQ, and Dow on January 3
On January 3, eight out of the S&P 500’s 11 major sectors closed the day in profits. Strength in the energy and IT sectors pushed the market higher.
NVIDIA’s Data Center Business Steals the Limelight in Fiscal 2018
Gaming is NVIDIA’s present focus, but AI will likely be the company’s future.
Could NVIDIA’s Gross Margin Overtake Intel’s?
NVIDIA is known for its advanced GPU (graphics processing unit) technology, which has made it a dominant player in the PC gaming segment.
DISH Drives In-Room Hotel Entertainment Service with Evolve
In order to drive its top line growth as well as enhance its in-room hotel entertainment options, DISH launched a new innovative set-back box called Evolve in June 2017.
iPhone X Production Issues Impact Apple’s Assembly Partners
Pegatron’s revenues rose ~8.3% month-over-month to ~$5.5 billion in October 2017. Pegatron was the exclusive supplier of the wireless charger for all 2017 iPhone models.
Why Dell and Other Tech Oppose the Senate’s Interest Deduction Provision
While House Republicans proposed to cap the interest expense deduction at 30% of EBITDA, the Senate’s version amended this provision to 30% of EBIT.
Can Tesla Do to Internal Combustion What Amazon Did to Retail?
Could the electric vehicle industry disrupt the global automotive industry like e-commerce did to the retail sector?
Is Samsung-Apple Competition Spilling into a New World?
After Samsung decided to plug into Google’s AR software platform, ARCore, it emerged that Apple has quietly acquired Canada-based AR headsets maker Vrvana.
Could Square-Twitter Synergies Be Found in Bitcoin?
Since Dorsey made the statement about synergies between Square and Twitter, there has been speculation that he could try to merge the companies to realize the synergies.
How Comcast Is Enhancing Its Voice Service
In order to boost its small business clients, Comcast is enhancing its voice service portfolio by launching a cloud-based phone service, VoiceEdge Select.
AT&T–Time Warner: Behind the Media and Telecom Consolidation Wave
In 2016, AT&T (T) agreed to spend $85.4 billion to purchase media giant Time Warner (TWX).
How Investor Sentiment Is Weighing on AMD’s Stock Price
AMD’s stock reacted negatively to its strong fiscal 3Q17 earnings, while NVIDIA’s and Intel’s stocks reacted positively to their respective earnings.
Can AMD Catch Up with Intel and NVIDIA in Process Technology?
Between 2012 and 2016, AMD lost significant market share in the CPU (central processing unit) and GPU (graphics processing unit) markets.
How the Hurricanes Affected Comcast’s Cable Business
Impact of the hurricanes Comcast’s (CMCSA) cable business was severely impacted by Hurricane Irma and Hurricane Harvey in 3Q17. In the quarter, the company lost 125,000 video customers, 94,000 voice customers, and 79,000 triple- and quad-play residential subscribers. The graph above shows net subscriber additions and losses in 3Q17. Houston, one of Comcast’s largest markets, was devastated […]
Alibaba Invests Another $2.9 Billion in Food Retail
Alibaba (BABA) is investing $2.9 billion in a 36% stake in China’s supermarket operator Sun Art Retail Group.
Why PayPal Suspended TIO Networks’ Services
US-based (SPY) online payments provider PayPal (PYPL) recently announced the suspension of TIO Networks’ operations due to concerns about customer data security.