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.
Technology & Communications
The latest news on the biggest technology and communications companies.
Why Airbus Abandoned Microsoft Office for Google Docs
Airbus is flying out of Microsoft’s (MSFT) Office environment, and the destination is Google.
Cisco Systems Adjusts Its Holdings in VMware
Cisco Systems still owns more than 2.5 million VMware shares, representing nearly 42.8% of its total portfolio.
Revisiting PayPal–Amazon Payment Partnership Talks
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.
Border Wall and Trump’s Obsession with National Security
Whether the border wall could enhance US national security is a debatable topic. The answers about the wall vary depending who you ask.
Here Are Broadcom’s New Business Segments in Fiscal 2019
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.
Why Nokia Is Cutting Jobs in France
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.
eBay and Adyen Are More Than Payment Partners
When eBay (EBY) announced earlier this year that Dutch company Adyen was replacing PayPal (PYPL) as its primary payments processor, something was not discussed.
Why AMD entered into a partnership with Synopsys
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.
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.
Checking In on Broadcom’s Stock Buyback
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.
Will AMD’s Lisa Su Step Up as Intel’s Next CEO?
Intel’s (INTC) next CEO is a hot topic in the tech sector. Rumors suggest that the company plans to announce its new CEO before its fourth quarter of 2018 earnings release on January 24.
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.
The Impact of the AT&T–Time Warner Merger
Analyst Craig Moffett believes that AT&T has an 80% chance of prevailing in court in its proposed merger with Time Warner.
Goldman Sachs Warns of Impending Market Crash
Goldman Sachs (GS) thinks that the risk of a market crash is the highest since the financial crisis.
Investing in CBD? Real Brands Is Making Big Moves
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.
These Are Texas Instruments’ Future Growth Drivers
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.
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.
Why Greenlight started a new position in Lam Research Corporation
Greenlight disclosed a new position in Lam Research Corporation, which accounts for 1.01% of the fund’s 1Q 2014 portfolio.
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.
US-China Trade War Impacts Analog Chipmakers’ Guidance
Analog chipmakers have exposure to almost all end markets including industrial, automotive, communications, and consumer markets.
Inside Facebook’s Top 3 Priorities
Investment research firm Zenith estimates that worldwide spending on online video ads rose 23.0% to $27.2 billion in 2017.
Jeffrey Ubben’s ValueAct Capital buys a new stake in Symantec
ValueAct Capital initiated a new position in Symantec Corp. (SYMC) that accounts for 1.14% of the fund’s first quarter portfolio.Technology & Communications Must-know: Why AT&T’s churn rate is the best in the industry
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.Industrials Why China’s slowing consumption demand is an important threat
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.
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 Will Investment in Advanced Nodes Help TSMC?
TSMC’s technology lead helped it get several orders from Huawei, Advanced Micro Devices, and Qualcomm.
How Would Facebook Make Money with a Dating Service?
Facebook (FB) is expanding into the online dating business. Its online dating service is expected to begin trials in the coming months.
Why ESPN drives Walt Disney’s Media Networks revenue
Disney’s media division has remained its largest source of revenue. For fiscal 2013, revenues from Media Networks increased 5%, to $20.4 billion.
IBM Has Ample Space for Growth in Hybrid Cloud Space
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.Technology & Communications Why we’re seeing a telecom shift from subsidy to installment plans
Compared to the traditional subsidy model, the Next program provides more flexibility to customers who like to frequently upgrade their devices.
What Do Analysts Recommend for Priceline?
Priceline’s consensus 12-month target price is $1,479.55, which indicates an 11.5% return potential.
Flaws in Intel’s x86 Integration Model
Intel lost the mobile processor market to Qualcomm (QCOM) in 2016. It also lost some PC processor market share to Advanced Micro Devices (AMD) last year.
Is Advanced Micro Devices Stock Undervalued?
Chipmaker Advanced Micro Devices (AMD) stock has fallen 9.1% YTD and 30% from its high in 2018.
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.
AMD Stock Rises on Intel’s Troubles
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.
Must-know update: DE Shaw increases its position in Sears Holdings
DE Shaw increased its position in specialty retailer Sears Holdings (SHLD) from 0.01% to 0.07% in 4Q 2013.
Paul Singer Increased His Holdings in NXP Semiconductor in 3Q17
Paul Singer, the CEO of Elliott Management, increased his holdings in NXP Semiconductor (NXPI) in 3Q17, according to a recent 13F filing report.
What’s T-Mobile’s Distribution Strategy for the Rest of 2018?
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.Technology & Communications Why price is important for every smartphone player except Apple
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.
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.
Why Tencent Is Buying 10% of Universal Music
China is seeing a rise in streaming entertainment—from esports to music streaming—and Tencent (TCHEY) is the biggest beneficiary.
How Zynga Is Spending Its Cash
With Zynga (ZNGA) hitting profitability milestones in its recent quarters, its cash holdings have grown.
What’s at Stake as JD and Farfetch Merge Operations?
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.
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.
What Drove Broadcom’s Fiscal 2018 Revenue?
Broadcom (AVGO) has grown its business organically and through acquisitions.
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.”
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.
Can Applied Materials Maintain High Efficiency Ratios in 2019?
In fiscal 2018, AMAT’s revenue rose 19% YoY to $17.25 billion, while its non-GAAP (generally accepted accounting principle) net income rose 29.6% YoY to $4.57 billion.
