The fact that Intel’s chips are more vulnerable to attack makes the security flaw even more severe, as the company commands about 80% of the PC CPU (central processing unit) market and 99% of the server CPU market.
On the DRAM front, Sanjay Mehrotra stated that average capacity per server increased to ~145 GB in 2017, and it is expected to increase to ~350 GB by 2021.
The Intel-AMD partnership would likely help Intel tap into the mobile PC gaming market, but NVIDIA doesn’t think of Intel as big competition in gaming.
The acquisition of Cavium (CAVM) by Marvell Technology (MRVL) would mean several revenue and cost synergies and also change the combined company’s revenue structure.
NVIDIA (NVDA) has become NVIDIA because of its most advanced GeForce GPUs (graphics processing units), which are superior in the PC (personal computer) gaming market in terms of performance.
Intel taps neuromorphic processors Intel (INTC), a leader in the data processor market, is set to secure its position in the cloud computing space with its new Nervana NNP (Neural Network Processor), which it developed in conjunction with Facebook (FB). Now, it is tapping offline, on-device computing to compete with more energy-efficient ARM processors in […]
After rising for five consecutive trading weeks, the S&P 500 started this week on a stronger note. It rose in the first three trading days of the week.
On October 11, the S&P 500 opened the day with improved sentiment and rose to new record highs. The CBOE Volatility Index fell 2.3% to 9.85 on October 11.
At its fiscal 4Q17 earnings call, Micron’s CEO, Sanjay Mehrotra, stated that the company is developing its 1Y, or 13nm, DRAM and its third-generation 3D NAND.
The S&P 500 started this week on a weaker note by pulling back on Monday. The market started to stabilize and regained strength as the week progressed.
So far, we’ve seen how Advanced Micro Devices (AMD) stock reacted to the recent confusion surrounding the news about a possible partnership with Tesla over autonomous vehicle chips.
NVIDIA’s automotive revenue NVIDIA (NVDA) is now dominating the development in autonomous vehicles with the most advanced technology, DRIVE PX 2. It has partnered with over 225 auto and truck makers, Tier-1 suppliers, high-definition mapping companies, startups, and research institutions in their autonomous driving efforts. NVIDIA’s automotive revenues have been growing steadily over the past few […]
Micron’s memory business The memory market environment has been favorable for memory makers since October 2016 with tight supply conditions fueling memory prices. Pure-play memory suppliers like Micron benefit the most from the memory uptrend. Micron (MU) earns 64% of its revenues from DRAM (dynamic random access memory) and 31% from NAND (negative AND). Three […]
Micron’s EBU revenue rose 19% sequentially to $700 million in fiscal 3Q17 driven by high demand for its products across consumer, industrial, and automotive markets.
AMD’s Vega GPUs (graphics processing units) lag behind NVIDIA’s GeForce GTX 1080 Ti and Titan XP in terms of performance and behind GTX 1080 in terms of power efficiency.
In fiscal 1Q18, NVIDIA’s cash reserves stood at $6.2 billion. Its long-term debt stood at $2.0 billion, resulting in a net cash position of $4.2 billion.
AMD launched its Radeon RX Vega GPU for game developers on July 30, 2017. NVIDIA shipped its first Volta GPU Tesla V100 for data center applications on August 1.
Intel is offering a full spectrum of AI solutions and several accelerators. The company’s journey in accelerated computing began with its acquisition of Altera in 2015.
After Intel discontinued its Atom mobile processors in early 2016, Microsoft partnered with Qualcomm in December 2016 to bring Windows 10 into ARM processors.
Previously in this series, we’ve looked at Alcoa’s (AA) 2Q17 earnings estimates. In this article, we’ll see how leading brokerages are rating Alcoa stock ahead of its 2Q17 earnings release.
After trading with increased volatility and ending June 29 with a loss, the S&P 500 started higher on Friday. Six out of 11 major S&P 500 sectors rose.
Advanced Micro Devices’ (AMD) strong stock price gain, product launches, and rising competition have made some analysts bullish and some bearish on the stock.
PC World tested AMD’s Radeon Vega Frontier air-cooled version with NVIDIA’s (NVDA) GeForce Titan XP for OpenGL workflows, the most widely used open graphics standard.
NVIDIA’s end-to-end autonomous car solution NVIDIA (NVDA) is looking to make the concept of a fully autonomous car reality by developing an end-to-end platform, from architecture to HD (high-definition) maps. It aims to develop a complete software stack and update it on a continuous basis. On top of that, it hopes to make this stack open, […]
NVIDIA’s product strategy NVIDIA (NVDA) has officially unveiled its next-generation Volta architecture. Whenever the company develops a new architecture, it first launches it on the Tesla GPU (graphic processing unit) platform for data centers because it commands a higher price than other platforms. Then it launches the architecture on the GeForce gaming platform, as its […]
After starting the week with mixed sentiment and struggling for two days, the S&P 500 regained strength on Thursday and rose to all-time high price levels.
Refining stocks’ valuation In this part, we’ll compare refining stocks’ EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) ratios with their three-year averages. Marathon Petroleum (MPC), Valero Energy (VLO), Phillips 66 (PSX), and Tesoro (TSO) are trading higher than their historical valuation. MPC was trading at a 10.3x EV-to-EBITDA ratio in 1Q17, compared […]
Average valuation multiples Earlier, we discussed refining stocks’ performance in 1Q17 and compared their dividend yields. In this part, we’ll look at Marathon Petroleum’s (MPC), Tesoro’s (TSO), Valero Energy’s (VLO), and Phillips 66’s (PSX) forward valuation. The average forward EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiples and average forward PE […]
NVIDIA (NVDA) dominates the discrete GPU (graphics processing unit) market. It has a history of pushing its more established competitors out of the market.
In this series, we’ve examined Tesoro’s (TSO) 1Q17 estimates, refining margin outlook, and stock performance ahead of its earnings release expected on May 8, 2017.
Launch of 3D XPoint Intel (INTC) has launched its 3D XPoint-based Optane DC P4800X SSD (solid-state drive). The initial tests show that it is the fastest SSD tested to date and it is ideal for data center tasks that require high input/ output performance and limited storage. However, the Optane drive is only five times […]
Intel in the Artificial Intelligence market According Jackdaw Research analyst Jan Dawson, although Intel (INTC) is committed to making it big in the AI (Artificial Intelligence) market, it is a little late. Also, it does not have the same power as it has in the PC (personal computer) and server market to set standards. However, […]
Intel (INTC) is transitioning from a focus on PCs (personal computers) to data. This series will take a look at what’s in store for the company in 2017.
Since February 2017, downstream stocks have been hit by volatile crack conditions and changing inventory levels. VLO has also witnessed volatility in its stock price.
In this article, we’ll look at refining stocks’ EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) ratios compared to their three-year historical averages.
One of President Donald Trump’s pre-election pitches was related to the Keystone pipeline. He supported the project while also saying that the pipeline would be made with American steel.
