Technology & Communications

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.

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?

The United States is the biggest supplier and China is the biggest consumer of semiconductors in the world.

Broadcom (AVGO) has been growing its cash flow by acquiring companies that are market leaders with high cash flow.

Mobileye reported 37% year-over-year growth in the company’s second-quarter revenues as the adoption of its ADAS solutions increased.

PayPal’s (PYPL) chief financial officer, John Rainey, mentioned partnering with Amazon (AMZN) during a recent Credit Suisse technology event. He didn’t clarify whether the companies were still in active talks.

Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.

Broadcom’s (AVGO) fiscal 2019 first-quarter revenue is expected to be hit by declines in Apple’s (AAPL) iPhone sales and a slowdown in spending by hyperscale cloud customers.

Nokia’s French R&D unit, where the company is required to have hired a total of 2,500 employees before the end of 2018, is expected to be spared the layoff.

When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.

In September 2014, AMD (AMD) and Synopsys (SNPS) entered into a multi-year agreement. The partnership will give AMD access to a range of Synopsys’ intellectual property.

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.

Broadcom’s capital allocation policy is to spend 50% of its trailing-12-month free cash flow in dividends and use the remaining for acquisitions and buybacks.

Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.

Goldman Sachs (GS) thinks that the risk of a market crash is the highest since the financial crisis.

The CBD market is growing, and acquisitions are heating up. Real Brands is a top, under-the-radar investment candidate that should be on your radar.

Texas Instruments (TXN) reported strong fiscal Q2 2018 revenue, and forecast slower-than-usual revenue growth for the third quarter as it increases its exposure to the more stable industrial and automotive markets.

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.

Greenlight disclosed a new position in Lam Research Corporation, which accounts for 1.01% of the fund’s 1Q 2014 portfolio.

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.

Analog chipmakers have exposure to almost all end markets including industrial, automotive, communications, and consumer markets.

Lower churn rates help companies save cost that they would otherwise incur acquiring new customers. So it’s an important parameter in the telecom industry.

Real estate and construction are the two important drivers of China’s economic growth. They account for more than 20% of China’s gross domestic product (or GDP) when you also factor in cement, steel, chemicals, furniture and other related industries.

On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.

TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.

Facebook (FB) is expanding into the online dating business. Its online dating service is expected to begin trials in the coming months.

Disney’s media division has remained its largest source of revenue. For fiscal 2013, revenues from Media Networks increased 5%, to $20.4 billion.

Amazon’s AWS (Amazon Web Services), Microsoft Azure, and Google Cloud all include enterprise AI solutions such as translation, NLP (natural language processing), and image recognition.

Compared to the traditional subsidy model, the Next program provides more flexibility to customers who like to frequently upgrade their devices.

Chipmaker Advanced Micro Devices (AMD) stock has fallen 9.1% YTD and 30% from its high in 2018.

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.

Today, another round of trade talks started in Beijing.

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.

DE Shaw increased its position in specialty retailer Sears Holdings (SHLD) from 0.01% to 0.07% in 4Q 2013.

Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.

T-Mobile (TMUS), the fastest-growing and third-largest wireless service provider in the US, is expanding its distribution footprint as a means to drive growth in the untapped US markets.

Apple is no longer the top-selling smartphone player with the Verizon (VZ) and Sprint (S) networks, where Samsung (SSNLF) has held on to its top position.

With Zynga (ZNGA) hitting profitability milestones in its recent quarters, its cash holdings have grown.

JD.com (JD) has teamed up with Farfetch (FTCH) to help sell luxury brands in China, giving JD customers access to over 3,000 luxury brands.

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.