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.
Technology & Communications
The latest news on the biggest technology and communications companies.
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.
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.
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.