High-Grade Bond Yields Rose as Spreads Touched Their Lowest Level
Last week, high-grade bond yields rose after upbeat US inflation and retail sales data raised the possibility of a rate hike by the year’s end.
Technology & Communications
The latest news on the biggest technology and communications companies.
Snap May Challenge Sony In This $125 Billion Market
Snap (SNAP) is poised to release its second-quarter results amid speculations of the company taking a deeper plunge into gaming.
Can China Recover Like It Did in 2016?
In some aspects, 2018 looked like 2015 for investors. Like in 2015, China’s (BABA) slowdown spooked investors in 2018.
Pianalto’s take on the Fed funds rate before the financial crisis
When consumers can borrow at lower interest rates, they can afford to buy more goods and services, and the businesses that supply those goods and services can hire more people.
Twitter Works to Ban Abusive Speech
Twitter (TWTR) is gearing up to tighten rules to foster healthier conversations on its platform and curb toxic speech.
Why Facebook’s Growth Faces Short-Term Headwinds
Facebook (FB) estimates that the sharing on its platform via Stories (pictures and videos that disappear in 24 hours) could exceed sharing via Facebook’s News Feed.Consumer Must-know: Why Google acquired the music streaming service Songza
According to a report from Statista and the previous chart, Pandora leads the Internet Radio market with a share of 31%.
Why AQR Capital Management chose to open a position in Vodafone
AQR Capital started a new position in Vodafone Group plc that accounts for 0.44% of the fund’s 4Q portfolio.
What Will Drive Services Revenue for Apple?
Emerging markets such as China and international markets such as Japan have contributed significantly to Apple’s Services segment over the years.
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 […]
PayPal Reduced Its Reliance on eBay in Q3 2018
In the third quarter, eBay accounted for 11.0% of PayPal’s total payment volume, which was down from 13.0% in the third quarter of 2017.
S&P 500’s Top Gainers: FLIR Systems Rose to Record Highs
FLIR Systems was the S&P 500’s top gainer on July 25. FLIR Systems opened higher on July 25 and rose to record high price levels.
Why Lone Pine bought a new position in Endo Health Solutions
Endo Health Solutions is a 1.26% position initiated by Lone Pine Capital in the 2013 last quarter.
Appaloosa Management raises its stake in American Airlines Group
Appaloosa Management enhanced its position in American Airlines Group Inc. (AAL) last quarter that now accounts for 3.48% of Appaloosa’s total 1Q portfolio.
Becoming Profitable Is High on Snap’s Agenda
Snap, which went public in March 2017, looks focused on accelerating its path to profitability.
Where Does Broadcom Call Home?
Tax office in Singapore Broadcom (AVGO), which has proposed to acquire Qualcomm (QCOM), currently maintains large corporate offices in both the United States and Singapore. However, Broadcom is incorporated as a Singaporean company, so its tax office is in Singapore. Last year, the company said that it was considering shifting its corporate headquarters, or tax base, to […]
How Much Revenue Is Facebook Earning from Advertising?
Facebook’s advertising business posted second-quarter revenues of $13.0 billion, which grew 42.0% year-over-year.
Why Investors Are Optimistic about Tech Stocks
The tech sector’s competitive edge So far in this series, we’ve discussed the potential effects of Trump’s proposed tax reform on prominent tech stocks such as Apple (AAPL), Microsoft (MSFT), IBM (IBM), and Amazon (AMZN). Tech companies continue to be preferred by investors due to their proprietary technological expertise and large cash balances. Their technical […]
How Are Google and Amazon Placed in Home Automation Space?
Alphabet’s (GOOGL) biggest division, Google, has recently gained traction in the home automation segment where Amazon (AMZN) has a dominant position with its Echo Devices.
Putting Apple’s $1 Billion Content Budget into Perspective
Services contributed 16% of revenue Apple (AAPL) generated $24 billion from its Services business in fiscal 2016, and aims to double the revenue in four years. In fiscal 3Q17, Apple’s Services division contributed $7.3 billion in revenue, up 22% from a year earlier, and making up 16.1% of the quarter’s total revenue. Apple’s Services business consists of offerings […]
Why George Soros Compares Facebook and Google to Casinos
Billionaire investor George Soros recently shared his views on social media companies Facebook and Google.
Facebook’s Efforts to Appease Media Companies
Facebook (FB) is building a paywall tool that would allow publishers to charge for access to stories they publish on Instant Articles, according to the Wall Street Journal.
Can Google Make $20 Billion Selling Hardware?
Amid tightening competition for advertising dollars, there is growing pressure on Google to diversify its revenue sources.
Analyzing Alibaba’s Fundamentals
On December 19, Alibaba (BABA) stock opened at $140.75 and closed at $137.14, posting an average volume of 27.24 million.Consumer Must-know: Apple’s valuation versus Google and Microsoft
Apple’s stock is trading at a forward P/E of 12.5x, which is lower than its main peers, Google (GOOG) and Microsoft (MSFT).
Verizon Closing Call Centers to Control Costs
Verizon’s expenses increased 19.9% YoY (year-over-year) to $29.2 billion in 4Q17.
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.
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.
Can Oath Make More Money for Verizon?
Verizon’s (VZ) media-focused business, Oath, reported a revenue fall of 6.9% YoY (year-over-year) to $1.8 billion in the third quarter.
Why Facebook Is Expected to Report Strong 2Q16 Earnings
Facebook (FB) is set to report its 2Q16 earnings on Wednesday, July 27. Here’s what analysts expect from the company.
Why Chilton starts new position in Wyndham Worldwide
Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.
Why Facebook Has Been in Talks with Banks Lately
According to Reuters, Facebook (FB) is currently in discussions with banks about improving customer service through its apps.
Twitter’s Data Business Continues to Roar
In the wake of the Facebook (FB) privacy scandals earlier this year, Twitter (TWTR) had a bit of explaining to do.
Why AQR Capital exits its position in Geo Group Inc.
AQR Capital sold a position in GEO Group Inc. in 2Q14. The company accounted for a 0.0206% position in the fund’s first quarter U.S. long portfolio.
Comcast Moves To Boost Growth In Business Unit
In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.
Why did JANA Partners boost its position in General Motors?
JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.
What’s Driving Capex at Verizon?
Verizon has been spending big on capex to improve its network and acquire additional spectrum for future use.
Will Apple’s Launch of News+ Help Boost Its Revenue?
On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.
Why Investors Are Pleased with PayPal
PayPal (PYPL) has done very well since splitting from its parent, eBay (EBAY), two years ago.
How Is Atlassian Faring Versus Other Work-From-Home Stocks?
Due to the increasing work-from-home trend amid the COVID-19 pandemic, Atlassian stock has gained in 2020. How are the company's competitors doing?
When Is PubMatic's IPO Date?
On Nov. 30, PubMatic announced the terms for its IPO. Has the ad tech platform’s IPO date been set?
Why Is HP Ink Out of Stock?
HP, which makes PCs and printers, has seen sudden growth amid the COVID-19 pandemic. Can HP stock sustain the growth?
Is Zoom a Chinese Company?
Zoom calls have been a lifeline for many people amid the COVID-19 pandemic. Is Zoom a Chinese company? Who are the major investors in the company?
Why Is Parler, the Advocate of “Free Speech,” Banning Users?
Parler, the social media platform, markets itself as advocate of “free speech.” Then why is it banning users?
Is MeWe a Good Alternative to Facebook Amid Privacy Concerns?
Is MeWe a good alternative to Facebook for users that are worried about data privacy? Is the MeWe platform free to use like Facebook?Technology & Communications An assessment: Viacom versus its media peers
Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.
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.
AMD Stock’s Breathtaking Run Could Be Ending Soon
The poster child of momentum plays this year has been AMD stock. But will it fall off a cliff after this year’s impressive momentum?
What Chip Ban Means to Huawei and US Chip Suppliers
The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.
Broadcom Restructures CA Technologies’ Business Model
Broadcom (AVGO) has been growing its cash flow by acquiring companies that are market leaders with high cash flow.
