Technology & Communications

After Trump announced that Chinese investments in US tech stocks would be restricted, the Dow Jones Industrial Average spiked downward.

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.

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.

Facebook (FB) is set to report its 2Q16 earnings on Wednesday, July 27. Here’s what analysts expect from the company.

Approximately 63% of Wyndham’s revenues come from fees for providing services referred to as its “fee-for-service” businesses.

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.

In 3Q17, Comcast’s Business Services segment generated revenues of $1.6 billion, which rose 12.6% year-over-year.

JANA Partners enhanced its position in from 0.17% to 4.23% last quarter General Motors.

Verizon has been spending big on capex to improve its network and acquire additional spectrum for future use.

On March 25, during an event held in Cupertino, California, Apple launched its news and magazine subscription service, News+.

PayPal (PYPL) has done very well since splitting from its parent, eBay (EBAY), two years ago.

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?

On Nov. 30, PubMatic announced the terms for its IPO. Has the ad tech platform’s IPO date been set?

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 for users that are worried about data privacy? Is the MeWe platform free to use like Facebook?

Viacom, despite being undervalued by analysts, is expected to see growth from its media networks segment especially with its digital partnership deals.

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.