Nasdaq 100

Latest Nasdaq 100 News and Updates

  • Fed Chair Jerome Powell
    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?
    By Rachel Curry
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    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.

    By Puja Tayal
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    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 […]

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Company & Industry Overviews

    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 […]

    By Puja Tayal
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    Company & Industry Overviews

    Is Alphabet Pushing Investors away from Uber?

    The Waymo litigation, the leadership crisis, and escalating competition appear to be scaring investors away from Uber.

    By Neha Gupta
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    Earnings Report

    Inside Intel’s 1Q17 Irony

    Intel (INTC) reported 1Q17 revenues of $14.8 billion, up 8% from 1Q16 and slightly below the consensus estimate.

    By Ruchi Gupta
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    Technology & Communications

    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.

    By Ruchi Gupta
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    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.

    By Puja Tayal
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    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.

    By Ruchi Gupta
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    Company & Industry Overviews

    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.

    By Ruchi Gupta
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    Company & Industry Overviews

    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.

    By Neha Gupta
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    Technology & Communications

    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.

    By Puja Tayal
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    Earnings Report

    Shedding Light on Snap’s ARPU after 2Q17

    Snap stated that its worldwide ARPU for 2Q17 was $1.05, implying 109% growth over 2Q16.

    By Neha Gupta
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    Company & Industry Overviews

    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 […]

    By Ruchi Gupta
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    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.

    By Neha Gupta
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    Company & Industry Overviews

    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).

    By Ruchi Gupta
  • Company & Industry Overviews

    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.

    By Puja Tayal
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    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.

    By Neha Gupta
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    Consumer

    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.

    By Jitendra Parashar
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    Company & Industry Overviews

    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 […]

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    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.

    By Ruchi Gupta
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    Miscellaneous

    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.

    By Ruchi Gupta
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    Company & Industry Overviews

    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.

    By Ruchi Gupta
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    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.

    By Rabindra Samanta
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    Financials

    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.

    By Rabindra Samanta
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    Consumer

    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.

    By Rabindra Samanta
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    Macroeconomic Analysis

    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.

    By Rabindra Samanta
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    Consumer

    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.

    By Rabindra Samanta
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    Macroeconomic Analysis

    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.

    By Mohit Oberoi, CFA
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    Materials

    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.

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_AMD_revenue growth rate Q
    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.

    By Puja Tayal
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    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.

    By Val Kensington
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    Company & Industry Overviews

    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.

    By Anne Shields
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    Company & Industry Overviews

    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.

    By Puja Tayal
  • uploads///A_Semiconductors_MU_gross margin Q
    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.

    By Puja Tayal
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    Consumer

    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.

    By Aaron Hemsworth
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Consumer

    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.

    By Aaron Hemsworth
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Company & Industry Overviews

    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?

    By Mohit Oberoi, CFA
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    Company & Industry Overviews

    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.

    By Ruchi Gupta
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    Company & Industry Overviews

    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.

    By Puja Tayal
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    Technology & Communications

    AMD Stock Underperforms Its Peers amid Uncertainty

    For AMD stock, the growth story has come to a halt. After growing fourfold in the last two years, AMD stock hasn’t changed much in 2017.

    By Puja Tayal
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    Company & Industry Overviews

    Why Intel Is Revising Its Data Center Product Roadmap

    Tech is now going through a major shift toward AI, which has significantly changed data-processing needs, and Intel is moving along with the trend.

    By Puja Tayal
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    Company & Industry Overviews

    What Opportunities Does Intel See in High-End Graphics?

    As Intel dominates PC processors, the addition of a discrete GPU inside its microprocessors could help it become a top player in the discrete GPU market.

    By Puja Tayal
  • uploads///A_Semiconductors_INTC AMD Mobile platform
    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.

    By Puja Tayal
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    Technology & Communications

    Qualcomm’s Rejection of Broadcom’s Takeover Bid: The End or the Beginning?

    In just one week, Qualcomm’s board rejected Broadcom’s $70-per-share offer on the grounds that it undervalued the stock and brought regulatory uncertainty.

    By Puja Tayal
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    Technology & Communications

    Behind the Stock Price Movements of Qualcomm and Broadcom in November

    Qualcomm (QCOM) and Broadcom (AVGO) investors have seen a lot of surprises over the past 15 days.

    By Puja Tayal
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    Consumer

    Tesla Stock: What Analysts Recommend before Semi Truck Event

    According to the latest data compiled by Reuters, 35% of analysts covering Tesla (TSLA) stock have given it a “buy” recommendation. Another 35% have recommended a “hold.”

    By Jitendra Parashar
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    Company & Industry Overviews

    Will Tesla Give Update on Model 3 during Semi Truck Unveiling?

    There’s enthusiasm among investors and analysts about Tesla’s electric semi truck. We’ll have to wait and see if Tesla can regain investor confidence with ongoing concerns about the Model 3.

    By Jitendra Parashar
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    Consumer

    Is Alphabet Relying More on Advertising Budgets?

    In 2Q17, 87.2% of Alphabet’s revenues came from advertising, compared with 86.5% of revenue coming from advertising in 1Q17.

    By Neha Gupta
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    Earnings Report

    Will NVIDIA’s Record Revenue Trend Continue?

    NVIDIA’s years of research in deep learning are finally paying off with revenue growth of around 50% YoY (year-over-year) for the past four quarters.

    By Puja Tayal
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    Macroeconomic Analysis

    How Trump’s Tax Reform Plan Affects Semiconductor Companies

    The US tech sector could see tax reforms that would improve its competitive stance. The proposal would reduce the corporate tax from 35% to 20% and introduce a territorial tax system.

    By Puja Tayal
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    Company & Industry Overviews

    DRAM behind Micron’s 16-Year High Fiscal 4Q17 Earnings

    After releasing its fiscal 4Q17 earnings, Micron Technology (MU) stock peaked above $40. MU’s earnings were driven by strong DRAM numbers, which comprised 66% of its revenues.

    By Puja Tayal
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    Company & Industry Overviews

    Why Micron Is Looking to Reduce Its Debt

    Micron (MU) improved from FCF of -$2.7 billion in fiscal 2016 to FCF of $3.3 billion in fiscal 2017, of which $1.6 billion was used to repay debt.

    By Puja Tayal
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    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, […]

    By Puja Tayal
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    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.

    By Puja Tayal
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    Company & Industry Overviews

    Why NVIDIA Sees a Growth Opportunity in Blockchain and Cryptocurrency

    NVIDIA’s and Advanced Micro Devices’ stock prices are correlated to cryptocurrency prices because the two companies’ GPUs are used by crypto miners.

    By Puja Tayal
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    Company & Industry Overviews

    How Continued Strength in the DRAM Market Could Impact Micron

    DRAM prices are likely to increase through 2018 as other memory makers are spending their capital on technology transition instead of adding new capacity.

    By Puja Tayal
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    Company & Industry Overviews

    Behind Comcast’s Position on Net Neutrality

    Comcast, Charter, and AT&T are generally known to be big supporters of a roll-back of the landmark 2015 net neutrality rules.

    By Ruchi Gupta
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    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.

    By Puja Tayal
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    Company & Industry Overviews

    Is Trump Responsible for Some of Twitter’s Valuation?

    President Donald Trump may be frustrating some people with his divisive tweets, but without him, Twitter’s (TWTR) stock value would probably shrink substantially.

    By Neha Gupta
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    Company & Industry Overviews

    What Are Micron’s Revenue Drivers in the Mobile Space?

    Micron Technology (MU) reported sequential growth in mobile revenue in a seasonally weak quarter because of high memory prices.

    By Puja Tayal
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    Consumer

    Making Sense of Alibaba’s International Push

    According to eMarketer, worldwide retail e-commerce sales could exceed $4.0 trillion by 2020 from $1.9 trillion in 2016.

    By Neha Gupta
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    Earnings Report

    What Does Elliott Want from NXP-Qualcomm

    Qualcomm proposed to acquire NXPI for $38 billion, or $110 per share, in cash. But Elliott, a New York hedge fund, owns 6% equity stake in NXPI.

    By Ruchi Gupta
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    Company & Industry Overviews

    Do the Changes in Micron’s Management Suggest New Hope?

    Micron Technology (MU) is looking to leverage the changing memory market to maximize its profits.

    By Puja Tayal
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    Consumer

    Assessing Alibaba’s Cloud Computing Opportunity

    According to Gartner, the worldwide public cloud services market could grow 18% to reach $246.8 billion in 2017 before expanding to $383.4 billion by 2020.

    By Neha Gupta
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    Company & Industry Overviews

    Inside Intel’s Cash Inflow and Outflow

    Despite competition from Advanced Micro Devices (AMD), Intel (INTC) has improved its profit margins by reducing its operating expenses.

    By Puja Tayal
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    Company & Industry Overviews

    How Intel’s New Technology Group Could See Future Growth

    Programmable Solutions Group While Intel’s (INTC) memory business is benefiting from a strong market, its FPGA (field-programmable gate array) is not performing well. Intel created the PSG (Programmable Solutions Group) in 2016 after the acquisition of Altera. In fiscal 2Q17, PSG revenue fell 5% YoY (year-over-year) due to weakness in the data center and communication sectors. […]

    By Puja Tayal
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    Earnings Report

    The Opportunity in Twitter’s Video Push

    Twitter added that its live video offering in 2Q17 spanned 625 events and reached more than 55 million unique viewers, implying an increase of 22% from 1Q17.

    By Neha Gupta
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    Company & Industry Overviews

    How Intel’s Transition to Data Is Progressing

    In three years, CEO Krzanich has changed a PC-centric Intel to a data-centric one focused on technologies like 5G networks, self-driving cars, drones, memory, and AI.

    By Puja Tayal
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    Company & Industry Overviews

    Opportunities and Challenges in the Personal Computer Market

    Client Computing Group Intel (INTC) is moving away from PCs (personal computers) to other data-centered technology. However, the CCG (Client Computing Group) still commands 55% of the company’s revenue. The CCG comprises its PC platform and mobile modem businesses, with the PC platform business accounting for over 92% of its revenue. Intel is a leader […]

    By Puja Tayal
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    Company & Industry Overviews

    The Top Challenges Surrounding Broadcom

    At the Black Hat security conference, Nitay Artenstein stated that application processors running operating systems like Android and iOS have become more secure over the years due to continual upgrades.

    By Puja Tayal
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    Company & Industry Overviews

    What AMD’s Ryzen Threadripper Offers Consumers

    Many analysts are bearish on Advanced Micro Devices (AMD), as its earnings growth was largely driven by the cryptocurrency growth instead of Ryzen 7 and 5 CPUs (central processing units).

    By Puja Tayal
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    Consumer

    Amazon’s Subscription Revenue Growth Explained

    According to Consumer Intelligence Research Partners (or CIRP), there were more than 80 million Prime subscribers in the US in 1Q17, up from 58 million in 1Q16.

    By Neha Gupta
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    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.

    By Puja Tayal
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    Company & Industry Overviews

    Understanding JD’s Overseas Expansion Formula

    Overseas expansion to unfold in two channels You may have heard that JD.com (JD) and Alibaba (BABA) are racing to expand into China’s (MCHI) (FXI) rural markets as growth in major cities slows amid market crowding. However, JD’s real expansion plan goes beyond China’s borders. The company is seeking greater overseas presence. JD founder and […]

    By Ruchi Gupta
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    Company & Industry Overviews

    Data Center: NVIDIA’s Key Growth Driver in Fiscal 2018

    In August 2017, NVIDIA launched the DGX AI supercomputer based on its new Volta architecture.

    By Puja Tayal
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    Earnings Report

    Could AMAT Achieve New Revenue Milestones in Fiscal 2017?

    Applied Materials’ revenues rose 45% year-over-year to $3.5 billion in fiscal 2Q17, as its foundry and display equipment sales rose in triple digits.

    By Puja Tayal
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    Consumer

    Making Sense of Amazon’s Cloud Hiring Tactics

    The worldwide public cloud computing market surpassed $209.2 billion in 2016 and could grow to $383.4 billion by 2020.

    By Neha Gupta
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    Company & Industry Overviews

    NVIDIA’s Research Projects Focus on Bringing AI to Graphics

    NVIDIA’s Project Holodeck renders real-world objects in a photorealistic virtual world and also simulates real-world physics.

    By Puja Tayal
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    Technology & Communications

    The Impact of Cryptocurrency Prices on NVIDIA and AMD Stock

    Wall Street analysts have recommended that traders buy the stock if it dips toward its 20-day MA (moving average) of $160.68 or its 50-day MA of $153.27.

    By Puja Tayal
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    Earnings Report

    Twitter’s Dark Cloud Has a Silver Lining

    Twitter Lite adoption is encouraging Though there may not be much to love in Twitter’s (TWTR) recently released 2Q17 results, there were a few positive developments. These developments are worth highlighting because they could make a huge difference for the company. As Twitter’s MAU (monthly active user) base didn’t grow between 2Q16 and 2Q17, the company […]

    By Ruchi Gupta
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    Earnings Report

    Has Apple Spoiled the Bunch?

    Qualcomm sees coordinated efforts to hurt it Qualcomm (QCOM) is no longer at ease. The company’s revenue and profit fell in its latest quarter, fiscal 3Q17, as it didn’t receive royalty payments from Apple (AAPL). Qualcomm’s dispute with Apple over technology licensing terms has dragged on for months and drawn many interested parties—all of which […]

    By Ruchi Gupta
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    Company & Industry Overviews

    Instinet Raises Square’s Price Target as It Seeks Large Merchants

    On June 15, Instinet analysts lifted the price target on Square (SQ) stock from $22.00 to $33.00

    By Ruchi Gupta
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    Company & Industry Overviews

    A Look at Qualcomm’s Multiphased Transition to 5G Technology

    Qualcomm is expanding into adjacent markets to boost its growth. The company is also working on the next big technology breakthrough: 5G technology.

    By Puja Tayal
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    Earnings Report

    What Factors Are Affecting Qualcomm’s Revenue Growth Story?

    Amid ongoing licensing disputes, Apple (AAPL) and one other licensee didn’t pay royalties to Qualcomm, which negatively affected its fiscal 2017 earnings.

    By Puja Tayal
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    Consumer

    Where Does Alibaba Want to Be in 20 Years?

    Alibaba (BABA) has set a target to reach 2.0 billion consumers within the next 20 years.

    By Neha Gupta
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    Earnings Report

    What is Driving Texas Instruments’s Revenue in Fiscal 2017?

    Fiscal 2Q17 revenue Texas Instruments (TXN) has exposure in diverse markets which helps it reduce the seasonal impact on its earnings. When demand from personal electronics is weak the demand in industrial is high. Hence, the company’s revenue growth and decline have been in low to mid-single digits. However, this trend broke in fiscal 1Q17 […]

    By Puja Tayal
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    Company & Industry Overviews

    Why Cisco-IBM Partnership Could Get Even Stronger

    As part of the efforts to sharpen its security edge and turn around its fortunes, Cisco announced in May that it was partnering with IBM (IBM) to tackle cybercrime.

    By Ruchi Gupta
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    Company & Industry Overviews

    Xilinx’s Performance in the Industrial, Aerospace, and Defense Market

    Xilinx expects its Industrial, Aerospace, and Defense revenues to remain sequentially flat at ~$262 million in fiscal 1Q18.

    By Puja Tayal
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    Company & Industry Overviews

    Intel Bets on a $250 Billion Growth Opportunity

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  • uploads///A_Semiconductors_INTC_NVDA Data center revenue
    Company & Industry Overviews

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  • uploads///A_AMD_Semiconductors_S server system market share
    Company & Industry Overviews

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  • uploads///A_AMD_Semiconductors_Zen architecture
    Company & Industry Overviews

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  • uploads///A_AMD_Semiconductors_high end product portfolio
    Company & Industry Overviews

    What Is the Secret behind AMD’s Turnaround?

    In this series, we’ll look at Advanced Micro Devices’ (AMD) long-term financial targets and its strategy to achieve those targets.

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