Cramer seems to be very bullish on Nvidia stock. Notably, the stock looks solid. The company is set to report its third-quarter earnings on November 14.
The market fell on August 14 when China threatened to retaliate against US tariffs. This news hit semiconductor stocks, which depend on China for revenue.
Chinese telecom equipment giant Huawei is at the epicenter of a new wrinkle in the trade war. Let’s look at last week’s developments related to Huawei.
Texas Instruments’ (TXN) revenue had been falling on a YoY (year-over-year) basis after ten quarters of growth, and the rate of decline is increasing with every quarter.
The first-quarter semiconductor earnings season has begun, and the stock market is showing bullish sentiment as investors buy ahead of earnings releases.
TSMC’s (TSM) revenue hit the bottom in the first quarter of 2019 due to weak economic demand, smartphone seasonality, and high inventory levels in the semiconductor industry.
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.
Xilinx (XLNX) stock has technical strength and it has already priced in future earnings growth, which makes it expensive in terms of fundamental valuation.
Xilinx (XLNX) is witnessing strong revenue growth with the growing adoption of FPGAs (field programmable gate arrays) in the data center and communications markets.
PC continues to be Intel’s biggest business, but its most important business is its DCG (Data Center Group), which has been driving its revenue growth.
At a time when the entire data center market is slowing, smaller players like Advanced Micro Devices (AMD) and Xilinx (XLNX) reported strong growth in data center revenue.
Semiconductor stocks’ reaction to earnings After bottoming out in December, the stock market has been showing signs of recovery. Semiconductor stocks have been recovering this month due to anticipation that the second half of 2019 will bring growth. However, this week has been very volatile for semiconductor stocks—most companies reported weak earnings and guidance, with just a […]
Today, Xilinx (XLNX) stock is beating the charts with an increase of over 18%, and it’s still growing as its third quarter of fiscal 2019 earnings and guidance beat analysts estimate by a huge margin.
The biggest trend of 2019 will likely be the advent of 5G (fifth generation) technology, which Qualcomm (QCOM) and Intel (INTC) have been working on for a long time.
Xilinx (XLNX) reported tepid growth throughout the year but spiked 15% on October 25 after its fiscal second-quarter earnings, when it reported strong double-digit year-over-year revenue growth
While Intel is trying to bring its 10nm (nanometer) technology in production, it’s also increasing its FPGA exposure to the fast-growing markets of 5G, cloud computing, and autonomous driving.
Analysts listed several potential acquisition targets for Broadcom, but Micron (MU) and Xilinx (XLNX) were the common companies in most of these lists.
As Micron Technology (MU) is in the midst of strong growth, many analysts are curious if the company’s new management has included M&A (mergers and acquisitions) in its growth strategy.
Intel (INTC) is making efforts to make its mark in the 5G and AI (artificial intelligence) revolution, and FPGAs (field-programmable gate arrays) are likely to play a key role in this.
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. […]
After multiple mergers and acquisitions, Broadcom (AVGO) became the world’s largest fabless IC design company by revenue in 2Q17. In this series, we’ll look at the opportunities and challenges that could impact Broadcom’s fiscal 3Q17 earnings.
NVIDIA (NVDA) stock has risen 190% over the past one-year period. NVDA saw a spike in its mid- and low-end GPU sales, driven by strong demand from cryptocurrency miners
Amid ongoing licensing disputes, Apple (AAPL) and one other licensee didn’t pay royalties to Qualcomm, which negatively affected its fiscal 2017 earnings.
Xilinx (XLNX) is seeing signs of growth as its FPGAs are being adopted by cloud companies such as Amazon Web Services and Baidu. Xilinx plans to release its fiscal 1Q18 earnings on July 26.
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.
In July 2017, 21 of the 40 analysts monitoring Intel gave a “buy” recommendation, which is lower than the 23 analysts who gave a “buy” recommendation in April 2017.
Intel’s Data Center Group Intel (INTC) has reduced its spending in the personal computer space and is making efforts in the networking space to boost revenue for its CCG (Client Computing Group). In its DCG (Data Center Group), the company is reducing its efforts in enterprise servers to focus on the cloud, hyperscale computing, communications, […]
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.
Broadcom’s mergers and acquisitions Broadcom (AVGO) is looking to tap opportunities from the connected world through its massive portfolio, which spans the wired, wireless, enterprise storage, and industrial sectors. The company built the portfolio through M&A (mergers and acquisitions), which significantly increased its debt. Cash-debt position After completing the $37-billion Broadcom-Avago deal, CEO Hock Tan stated […]
Cypress Semiconductor’s (CY) Data Communications and Programmable Solutions divisions, which together account for 51% of the company’s revenue, have been posting losses.
One area that’s growing quickly in the semiconductor segment is the data center space, which is dominated by Intel (INTC) with more than a 99% market share.
Nvidia (NVDA) stock fell 6.9% on December 28, 2016, after Citron Research released a report lowering the stock’s target price to $90. Uncertainty looms for Nvidia’s Intellectual Property segment, as its royalty payments from Intel will end in March 2017.
While Xilinx reported revenue a fall in communications and data center in fiscal 2Q17, the fall was offset by 7% sequential growth in industrial and A&D.
The contribution of advanced products to Xilinx’s total revenues increased from 31% in fiscal 2Q16 to 47% in fiscal 3Q16 and has stayed above 40% since.
