5 Stock Market Correction Buys Amid Winter Blues
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When Was Nvidia’s Most Recent Stock Split? 4-for-1 Split, Explained
Forget the Stock Split, Nvidia (NVDA) Is a Great Buy Due to Catalysts
Nvidia (NVDA) Has a Long Way to Go, Smart Long-Term Investment
Nvidia (NVDA) Stock Looks Like a Decent Buy Before the Split
How High Could Nvidia Stock Go? Baird Thinks Another 40 Percent
Why Intel’s tablet segment could get a boost from its Core M
Intel Core M processors, or Lama Mountain, are expected to be available by the end of October 2014. They should lead to more design wins for Intel.
AMD’s semi-custom is a high growth market
AMD (AMD) provides customized silicon chip solutions to original equipment manufacturers (or OEMs). The chip solutions are found in a variety of products. They help product development.
What Factors Are Playing Into the Global Chip Shortage?
Why Competition Is Heating up for NVIDIA in the AI Space
Many companies are shifting their focus toward AI, which has been increasing the competition for NVIDIA (NVDA).
What Do Analysts Think about AMD Stock?
AMD stock has a consensus rating of “hold” and an annual price target of $2.43. The most bullish estimate is $5.00. The most bearish estimate is $1.50.
NVIDIA Stock Rose 9% despite Lower Revenues in Q4
On February 14, NVIDIA stock rose as high as 9% in the after-hours session. The company expects strong growth in the second half of 2019.
NVIDIA Stock Continues to Rise in 2018
Shares of semiconductor (SMH) firm NVIDIA (NVDA) rose 27% in January 2018 to close at $245.8.
Must-know: Why Microsoft isn’t launching a Surface Mini
A few weeks back, Bloomberg had reported that Microsoft (MSFT) was planning to launch a smaller version of its Surface tablet, popularly known as the “Surface Mini.”
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.
What margins, financials say about Nvidia’s growth prospects
PC gaming and accelerated computing played strong roles in the expansion of margins for Nvidia.
Fiscal 3Q17: An Activity-Filled Quarter for Nvidia
Nvidia (NVDA) took the stage in the past three months by launching a series of Pascal GPUs aimed at high-end and mainstream customers. Nvidia’s fiscal 3Q17 earnings are expected to be released in the first week of November.
What Pushed Applied Materials’ Services Revenue So High?
Applied Materials provides services that help manufacturers maintain and optimize equipment. AMAT reports earnings from these services in its AGS segment.
What Should Investors Expect from Qualcomm’s Fiscal 3Q16 Earnings?
Qualcomm (QCOM) is expected to report slightly improved revenue in fiscal 3Q16 as the design wins for its Snapdragon 820 reflect in the earnings. In this series, we’ll look at factors that could be reflected in Qualcomm’s fiscal 3Q16 earnings.
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.
Which Segment Will Drive AMD’s Growth in Fiscal 4Q15?
The gaming console market is the key growth driver for AMD. It has an upper hand over NVIDIA (NVDA) in this segment through its application processing unit.
NVIDIA Expands Its Tegra Business
NVIDIA (NVDA), which earns more than 80% of its revenue from GPUs (graphics processing units), is expanding the application of these GPUs in verticals beyond gaming.
Understanding AMD’s Strategy to Improve Cash and Profits
Advanced Micro Devices (AMD) is looking to grow margins by targeting enterprise customers and gamers in the PC space through its new Polaris GPU.
What Converted AMD’s Revenue Declines into Revenue Growth?
AMD reduced its R&D (research and development) expense from $1.4 billion in fiscal 2011 to $947 million in fiscal 2015.
What Opportunities Does Deep Learning Offer NVIDIA?
Stages of deep learning In the previous part of this series, we saw that GPU[1.graphics processing unit]-accelerated computing is helping supercomputers solve many complex problems efficiently. The cost and time savings brought by GPUs have encouraged many cloud companies to use these chips for their deep learning tasks. Deep learning happens in two stages. The […]
How GPU Stocks Have Outperformed Semiconductor Stocks
GPU (graphic processing unit) providers NVIDIA and Advanced Micro Devices (AMD) have outperformed other semiconductor stocks.
Micron Works to Improve Its Compute and Networking Revenue
Micron Technology (MU) serves four major market segments: Compute and Networking, Mobile, Storage, and Embedded.
Prolonged Stock Consolidation Is Bad for AMD
AMD stock has consolidated in 2017 after year-long growth in 2016. The stock price fell even though the company’s fundamentals improved.
Where NVIDIA’s Margins Stand next to Those of Intel and AMD
NVIDIA’s profit margins NVIDIA (NVDA) has been increasing its revenue while controlling its expenses, resulting in improved profitability and a high free cash flow of up to 20% of its total revenues. Gross margin NVIDIA’s non-GAAP (generally accepted accounting principles) gross margin fell 90 basis points from 59.7% in fiscal 1Q18 to 58.6% in fiscal 2Q18 […]
What Could Drive NVIDIA’s GeForce Unit Sales
Growth opportunities in the gaming market NVIDIA’s (NVDA) GeForce business unit has a history of strong growth. The company expects the growth to continue in coming years as the gaming market evolves with the increasing popularity of eSports, AAA games, gaming notebooks, and VR (virtual reality). At NVIDIA’s 2017 Investor Day, GeForce senior vice president […]
Market Rally: Will Trump Like Powell’s Comments Today?
On November 28, Federal Reserve Chairman Jerome Powell’s speech “appeared to signal a nearer end to the U.S. central bank’s interest-rate hikes,” Reuters reported.
Tough Sledding for AMD Stock since 2012
Intel owns more than 99% of the server chip market. AMD is looking to make inroads in this market with the new x86 Zen architecture, which is expected to be competitive with Intel.
Does Nvidia Have Sufficient Cash to Fund Its Technology Roadmap?
For fiscal 3Q17, Nvidia (NVDA) expects to use $35 million–$45 million in capital expenditure.
Tech Stocks Had Their Worst Day since 2011
Tech stocks Netflix (NFLX), Twitter, Amazon (AMZN), NVIDIA (NVDA), and Advanced Micro Devices (AMD) fell 8.4%, 8.5%, 6.2%, 7.5%, 8.2%, respectively, were among the big tech losses.
When Could AMD’s Losses Turn to Profit?
AMD slips back to losses in fiscal 1Q17 Advanced Micro Devices (AMD) reported a 1% sequential revenue decline and its gross margin expanded between fiscal 1Q16 and fiscal 1Q17. However, the company slipped back to operating losses in fiscal 1Q17 after reporting operating profits in fiscal 4Q16. AMD’s profits are largely driven by volume sales, […]
Is NVIDIA Stock’s Valuation Attractive to Investors?
NVIDIA (NVDA) and Advanced Micro Devices (AMD) have high ROEs (return on equity) of 52.2% and 43.3%, respectively.
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 […]
Analysts Are Saying This about Nvidia’s Valuation
Nvidia reported exponential growth in earnings in fiscal 2017. But analysts believe that this is already factored in Nvidia’s stock price.
Nvidia’s Growth Catalysts: Stronger Than Stock Market Volatility?
Nvidia (NVDA) was the second-fastest-growing semiconductor stock in 2017, returning more than 80%.
How Could a Trade War Impact Asset Managers?
After Trump announced that Chinese investments in US tech stocks would be restricted, the Dow Jones Industrial Average spiked downward.
Qualcomm’s Shares Fall as EU Launches Antitrust Charges
Qualcomm (QCOM) has been hit by another antitrust accusation, which led the company’s shares to fall by 5.6% to close at $49.48 on December 8, 2015.
Can China Manage Growth without Fueling a Debt Crisis?
While there is no denying that China (FXI) needs stimulus measures to kickstart its slowing economy, any propping up needs to be done in a way to avoid another debt-fueled crisis.
What Factors Make Nvidia Appeal to Investors?
In 1Q16, Nvidia’s gaming revenue stood at $587 million—an increase of 25% on a YoY basis. For 2Q16, Nvidia expects revenue of $1.01 billion.
Investing in Nvidia? Key Points to Consider First
According to Nvidia, PC gaming represents approximately 40% of the global gaming market—more than phones, consoles, tablets, or any other single gaming segment.
Why Mobile drives Intel’s foundry operations
Huge investments are required to operate fabs. Unlike other chip makers, Intel (INTC) hasn’t outsourced its fabs. It has invested heavily in them over decades.
AMD’s Third-Quarter Earnings Hit by Weak Cryptocurrency Demand
In the third quarter, AMD’s revenue rose 4.4% YoY (year-over-year) but fell 6.3% sequentially to $1.65 billion.
Google Could Put Self-Driving Cars on the Roads by Summer 2015
With a fleet of almost 20 self-driving cars, Google now averages ~10,000 self-driving miles per week. Google claims that its cars have 75 years of US adult driving experience.
Analysts Have Mixed Views on Tesla ahead of Q4 Earnings
According to the latest data compiled by Reuters, 32% of analysts covering Tesla stock (TSLA) gave it a “buy” recommendation.
Elliott hedge fund opens new positions in RVBD, ADSK, NWS, NVDA, Sold DLPH, NTAP – 13F Flash (D)
In this six-part series, we will go through each one of the positions Elliott traded this past quarter. Elliott Management is a New York based $20 billion+ event driven and distressed hedge fund run by the legendary Paul Singer. The fund is secretive in its approach, but sources attribute a 15% annual net return to […]
MU Belongs in the Top 5 Semiconductor Stocks, and Here’s Why
The stocks that have the largest market capitalization or market cap generally trade in large volumes but may not be the highest-traded stocks.
Why AMD’s restructuring strategy will revive its operations
In 2011, AMD earned ~75% of its revenue from the PC market. As a result of a slowdown in the PC market, AMD (AMD) experienced a steep decline in its PC chip revenues.
Design Wins Increase Micron’s Compute and Networking Revenue
CNBU (Compute and Networking Business Unit) is Micron’s largest business segment, accounting for 38% of the company’s revenue in fiscal 3Q16.
NVIDIA Broadens Software Stack to Maximize Data Center Returns
NVIDIA (NVDA) has differentiated itself from other computing accelerator companies like Xilinx (XLNX) and Intel’s (INTC) Altera by transitioning to being an accelerated computing platform company.
Why Is Qualcomm Stock Rising Today?
Qualcomm (QCOM) stock is up over 2% so far today after the markets rebounded. This rise follows its 4.6% decline on October 8.
Progress Report: Intel’s Mobileye Business
Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.
Intel’s New CEO’s Plan to Tackle Various Challenges
Now that the company has appointed its CFO and interim CEO, Bob Swan, as its new CEO, investors want to know about his plans.
AMD’s New Vega GPUs Target Deep Learning
Advanced Micro Devices (AMD) launched a refresh of its Polaris-based Radeon GPUs (graphics processing units) to tap gaming demand during the holiday season.
How Will AMD’s Price Strategy Impact its Earnings?
In fiscal 1Q16, Advanced Micro Devices reported strong guidance for fiscal 2Q16, whereas behemoths Intel and Qualcomm reported weak guidance.
NVIDIA Unlikely to Compete with AMD on 7-nm Node
Advanced Micro Devices (AMD) is working on ray tracing technology and plans to introduce this technology in its future GPUs (graphics processing unit) in order to compete with NVIDIA’s (NVDA) RTX GPUs.
NVIDIA’s Operating Expenses Exceed Its Operating Profits
NVIDIA’s non-GAAP operating expenses increased 3% sequentially to $755 million in fiscal 2019’s fourth quarter as the company continued to invest in gaming, data centers, and automotive.
AMD Expands Its GPU Presence in Mobile PC Gaming
Intel has launched its Kaby Lake i7-8809G and i7-8705G mobile processors for gaming notebooks.
Chart in Focus: AMD’s Moore’s Law Plus Concept
AMD developed the concept of Moore’s Law Plus to drive future innovation.
Noise in Computing and Graphics Markets Drive AMD’s Stock Price
In this series, we’ll look at how AMD’s CPU and GPU business could impact its earnings in the fourth quarter and next year.
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.
What Efficiency Ratios Say about AMD’s Management
In 2018, AMD increased its capital spending by 44% to $163 million and net income by 400% to $514 million, resulting in a stronger efficiency ratio.
Behind NVIDIA’s Record Fiscal 3Q18
NVIDIA’s revenues of $2.6 billion represented a quarterly top-line record. The revenue figure rose 32% year-over-year and topped the consensus estimate by ~$280.0 million.
Is This the End of NVIDIA’s Double-Digit Revenue Growth?
NVIDIA’s (NVDA) fiscal 2019 third-quarter revenue guidance of $3.25 billion missed analysts’ estimate of $3.34 billion.
Could TSMC’s Guidance Mark the Start of a Semiconductor Slowdown?
TSMC (TSM), the world’s largest foundry, earns revenue by manufacturing chips for other chipmakers on its manufacturing nodes.
Rumor Mill: AMD and NVIDIA May Launch Polaris and Pascal Refreshes
Advanced Micro Devices (AMD) might lose some discrete GPU (graphics processing unit) market share to NVIDIA (NVDA) as the crypto boom ends.
Xilinx and Lam Research: First-Quarter Earnings Highlights
On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.
How Qualcomm’s Position in the Mobile Chip Market Affected Nvidia
Nvidia shut down Icera in fiscal 2Q16 to concentrate on high-growth sectors such as gaming, cloud computing, and the automotive sector.
What’s AMD’s Strategy to Expand Its Graphics Business?
Advanced Micro Devices (AMD) is seeing strong growth in the PC processor market.
Here Are NVIDIA’s Future Growth Drivers
So far, we have looked at factors driving NVIDIA’s (NVDA) revenue in the gaming and data center markets where it is already a leader.
Markets Look at US-China Trade Talks as Slowdown Concerns Multiply
Today, another round of trade talks started in Beijing.
NVIDIA Launches Mid-Range Turing GPUs to Boost Gaming Revenue
While NVIDIA is tapping the mid-range market, AMD is eyeing the high-end market.
Computing and Graphics Segment to Lead AMD’s 2018 Revenue Growth
AMD’s CG profits may increase as the share of higher-end Ryzen Pro and Ryzen Mobile increases in the total product mix.
AMD Stock amid Future Earnings Growth, Market Share Gains
Advanced Micro Devices (AMD) has caught everyone’s attention with its 89% rally since May 1. It’s trading near its 52-week high of $20.92.
Inside the Fidelity Growth Company Fund Portfolio
FDGRX’s core sectors are information technology, consumer discretionary, and healthcare. The first two sectors make up a little over 60% of the portfolio.
Healthcare: NVIDIA’s Next Big Vertical for Deep Learning
At GTC 2018 (GPU Technology Conference), NVIDIA unveiled two new deep learning platforms: Clara for medical imaging and ISAAC for robotics.
NVIDIA Expands its One-Architecture Approach to Automotive
Drive PX Pegasus allows semi-autonomous (and eventually fully autonomous) vehicles to process image information in real time.
Trump Brags Again about Stock Market Gains Since His Election
Today, the broader market was trading on a positive note after President Donald Trump extended his China tariff deadline of March 1.
What’s Different about NVIDIA’s Fiscal 2019 Third-Quarter Revenue?
NVIDIA (NVDA) stock fell more than 28% in two trading days after its fiscal 2019 third-quarter earnings didn’t impress investors.
UBS Upgrades Netflix before Q4 Earnings
Netflix (NFLX) seems to be back in January after ending the previous three consecutive months in negative territory.
The Rumors on NVIDIA’s Upcoming Gaming Graphics Unit
NVIDIA launched its last gaming GPU architecture, Pascal, in June 2016.
More Rumors Surrounding NVIDIA’s Gaming Business
NVIDIA (NVDA) has been mum about its next gaming GPU (graphics processing unit).
These Tech Trends Could Change Semiconductor Industry in 2019
In this series, we’ll look at the top trends that could impact the semiconductor industry in 2019.
How Big Is the Autonomous Vehicle Opportunity for Micron?
The entire auto supply chain is working on developing the car of the future—the SDC (self-driving car), which is essentially a data center on wheels.
Will NVIDIA’s Quarterly Earnings per Share Cross the $2 Mark?
NVIDIA’s (NVDA) profit margins improved as revenue rose faster than expenses thanks to strong demand for higher-margin products.
Strong Economy and a Rate Cut: Can Trump Have It Both Ways?
Today, President Donald Trump told reporters, “Our country’s doing unbelievably well economically.”
Today’s NVIDIA Is What Intel Was in the 1990s
NVIDIA (NVDA) has grown to be an investor favorite on the back of its strong data center growth.
Why NVIDIA’s Data Center Platform Is Preferred by Most Developers
NVIDIA’s data center platform is based on its GPU architecture, which is supported by CUDA software.
What Could Revive Investors’ Confidence in NVIDIA?
At the beginning of this year, AMD and NVIDIA (NVDA) stock rose as the two enjoyed windfall gains from an unexpected surge in GPU demand from crypto miners creating a supply shortage and raising GPU prices.
NVIDIA Is More than a Chip Company
At GTC 2018, NVIDIA’s CEO, Jensen Huang, stated that it’s “not a chip company” but a full stack computing company.
Which Companies Joined Nvidia on MIT’s List of Smartest Companies?
In its fiscal 2017 report, Nvidia posted a 186% increase in revenues related to technology (QQQ) sales to the data center market.
How NVIDIA Increased Data Center Revenue Ninefold in Three Years
NVIDIA’s data center business rose from just $340 million in 2015 to $3 billion in 2018.
A Snapshot of NVIDIA’s New Turing GPU Architecture
At SIGGRAPH on August 13, NVIDIA (NVDA) surprised analysts by unveiling its long-anticipated Turing GPU architecture.
AMD’s professional graphics attain a milestone with Apple deal
In December 2013, AMD (AMD) announced that Apple (AAPL) used its dual FirePro professional graphics processing units (or GPUs) in its Mac Pro. Apple’s graphic cards are designed by AMD.
NVIDIA’s Q1 Earnings Beat Estimates on Gaming Strength
In the first quarter of fiscal 2020, NVIDIA’s revenue rose 1% sequentially but fell 31% YoY to $2.22 billion, beating analysts’ estimate of $2.20 billion.
NVIDIA’s Gaming Revenue Declines May Be Temporary
NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.