Company & Industry OverviewsWhy NVIDIA’s Data Center Platform Is Preferred by Most DevelopersNVIDIA’s data center platform is based on its GPU architecture, which is supported by CUDA software.
Company & Industry OverviewsCan 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.
Technology & CommunicationsBig Plans: Facebook and Reliance Discuss a Joint VentureFacebook (NASDAQ:FB) and Reliance Industries have been discussing a joint venture. Reliance Industries is an Indian conglomerate.
Technology & Communications3 Things You Need to Know before Buying T-Mobile StockIn recent months, T-Mobile stock soared and investors made good money. However, there’s a chance for other investors to make money with the stock.
Company & Industry OverviewsHow NVIDIA Increased Data Center Revenue Ninefold in Three YearsNVIDIA’s data center business rose from just $340 million in 2015 to $3 billion in 2018.
Company & Industry OverviewsNVIDIA’s Gaming Revenue Declines May Be TemporaryNVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.
Company & Industry OverviewsThe US–China Trade War Impacts AppleA study by Bank of America Merrill Lynch noted that US labor is 2.6 times more expensive than Chinese labor, which could increase Apple’s product prices by 20%.
Energy & UtilitiesDimensional Fund Advisors’ Major Holdings in Q3Dimensional Fund Advisors’ top buys are Apple (AAPL), AT&T (T), Microsoft (MSFT), L3Harris Technologies (LHX), and Verizon Communications (VZ).
Company & Industry OverviewsIntel’s CPU Supply Shortage to Negatively Impact Supply ChainMicron expects its revenues to fall 4.0% sequentially to $8.1 billion at the midpoint in the fiscal first quarter of 2019, which ends on November 30.
Company & Industry OverviewsAMD Revises Original 2017 GPU RoadmapAdvanced Micro Devices (AMD) is progressing well in the CPU (central processing unit) market and might even overtake Intel (INTC) in manufacturing node technology.
Company & Industry OverviewsWhy the Walt Disney Company ReorganizedIn 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.
Technology & CommunicationsViacomCBS Stock Has Fallen 45% in 2020: Can It Rebound?ViacomCBS (NASDAQ:VIAC) has struggled since it reported disappointing fourth-quarter results. The company reported revenue of $6.9 billion.
Company & Industry OverviewsAutomotive and Connected Devices: NXP’s Key Growth DriversNXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.
ConsumerSteven A. Cohen increases SAC Capital’s position in GoogleSAC Capital built up its stake in Google Inc. (GOOG) last quarter by 97,523 shares, to 193,550 shares. Google accounts for a 1.26% position in SAC’s portfolio.
Technology & CommunicationsWhy Chinese carriers cutting smartphone subsidies affects AppleChina’s telecom providers, China Mobile (CHL), China Unicom (CHU), and China Telecom (CHA), had started to sell the iPhone 5S at a subsidized price. However, it seems the Chinese government wants to nip this trend in the bud itself.
Company & Industry OverviewsNVIDIA’s Go-to-Market Strategy Differentiates It from CompetitorsFor any business to grow, it needs a good product and a strong go-to-market strategy to put the product in the hands of the consumer.
Company & Industry OverviewsAdvanced Nodes Increase TSMC’s Capital ExpenditureIn the first three quarters of 2018, TSMC spent $6.7 billion in capital expenditure and is expected to spend $3.3 billion in the fourth quarter as it ramps up 7-nm production.
Technology & CommunicationsHow HPE’s Acquisition of Plexxi Could Affect VMwarePlexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.
ConsumerWhy did Lone Pine Capital buy a stake in SBA Communications?SBA Communications Corporation is a 2.11% position initiated by Lone Pine Capital in 4Q 2013.
Company & Industry OverviewsApple Pay Will Likely Stay Ahead of Google and SamsungApple Pay is ahead of Google Pay and Samsung Pay. A report from Patently Apple indicated that by 2020, the digital wallet would have nearly 227 million users.
Earnings ReportA Look at Intel’s Operating EfficiencyIntel’s (INTC) gross margin is declining, as the delay in volume production of the 10-nanometer process node has increased its production cost.
Company & Industry OverviewsAMD’s Infinity Fabric Technology inside Ryzen Threadripper TwoAdvanced Micro Devices (AMD) is using Infinity Fabric to leverage its Zen cores across low, mid, and high-end PC and server CPUs (central processing units).
Real InsightsWhy Some Exposure to VanEck’s Gaming ETF Is PrudentThe VanEck Vectors Video Gaming and eSports ETF (ESPO) provides exposure to gaming and related industries.
Fund ManagersGeorge Soros Buys Slack, Increases SPY Short ExposureThe 13F filing showed that George Soros bought almost 500,000 Slack (WORK) shares at an average price of $37.5 per share during the second quarter.
Company & Industry OverviewsUnderstanding Qualcomm’s Revenue SeasonalityQualcomm earns 60.0%–70.0% of its revenues from QCT and 30.0%–40.0% of its revenues from QTL.
Earnings ReportSAP Is Again a Leader in Gartner’s Magic QuadrantOn July 26, 2016, SAP (SAP) announced that that it was, once again, ranked as a leader by Forrester Research.
Technology & CommunicationsWhy “big data” and IoT are important to Intel’s growthIn March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.
Company & Industry OverviewsHow Successful Has Qualcomm’s $30 Billion Buyback Been?Qualcomm (QCOM) is a leader in the mobile market, with its chips powering 95% of the world’s smartphones.
Company & Industry OverviewsData Center: A $50 Billion Market for NVIDIARevenues from NVIDIA’s Data Center segment have grown from just $340.0 million in fiscal 2016 to $1.9 billion in fiscal 2018.
Earnings ReportNVIDIA, AMD, and Intel Expect Strong GrowthNVIDIA expects its revenues to fall 31% YoY to $2.2 billion in the first quarter of fiscal 2020. The revenues are expected to miss analysts’ estimate.
Company & Industry OverviewsHere’s How Comcast’s Theme Park Business Performed in 4Q17Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.
Earnings ReportHow Will Shareholders Gain from the LogMeIn-GoToMeeting Merger?On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.
Company & Industry OverviewsCan Operating Leverage Keep AMD Profitable despite Weak Revenue?In the fourth quarter of 2018, AMD’s operating expense rose 9.5% sequentially.
Company & Industry OverviewsTSMC’s First-Quarter Profit Margins Fall to Seven-Year LowTSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.
Company & Industry OverviewsAMD’s Growth Strategy for Enterprise BusinessAllied Market Research estimates global GPU revenues to grow at a compound annual rate (or CAGR) of 35.6% to $157.1 billion by 2022.
ConsumerIs eBay’s Active Buyer Base Expanding?At the end of 2Q17, eBay had 171 million active buyers. The company describes an active buyer as one who successfully closed a transaction on its platforms within the trailing 12 months.
Technology & CommunicationsMicron Expects DRAM Supply to Exceed Demand in 2019The DRAM market’s three major players—Samsung (SSNLF), SK Hynix, and Micron Technology (MU)—together command more than 95% of the market.
Company & Industry OverviewsWhat Investors Should Know about NVIDIA’s Cash Flow and InventoryNVIDIA’s accounts receivable fell by $795 million to $1.4 billion in fiscal 2019’s fourth quarter.
Company & Industry OverviewsNVIDIA’s Curiously High Inventory LevelsAfter enjoying windfall gains from the crypto boom, NVIDIA (NVDA) has seen its profits normalize.
Technology & CommunicationsHow NetSuite Will Improve Oracle’s Position in the Cloud SpaceIn fiscal 2016, Oracle reported ~$2.9 billion in cloud revenue. Oracle is making progress in the space and expects 65% growth in the space in fiscal 2017.
Company & Industry OverviewsWhat Makes the GPU Market So Lucrative?The GPU market is dominated by Intel, Nvidia, and Advanced Micro Devices, with 66.6%, 18.4%, and 14.9%, respectively, of the market share.
Technology & CommunicationsWhy Did Tech Stocks Crash in Early October?October started with a sharp drop in the stock markets as the Federal Reserve increased interest rates by 25 basis points to 2.25%.
Technology & CommunicationsFacebook Changed Its Mind on Monetizing WhatsAppFacebook decided not to proceed with its plan to bring ads to WhatsApp. The company disbanded WhatsApp’s advertising team and discarded its work.
ConsumerWhy Jeff Bezos Loves StartupsAccording to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.
Technology & CommunicationsExposure to junk bonds: How much should you hedge?Junk bonds are high yield bonds issued by below–investment grade corporations. Due to the low ratings and high risk of default attached to these bonds, they’re popularly called “junk bonds.”
Company & Industry OverviewsPayPal Continues to Invest in India ExpansionPayPal (PYPL) has continued to make more investments in India since it launched domestic operations in the country last year.
ConsumerWhy TTD Stock Is Down 4.0% Post-EarningsShares of US-based online advertising company The Trade Desk (TTD) are down 4.0% in after-hours trading today after the company’s earnings results.
Technology & CommunicationsMust-Know Potential Synergies from a T-Mobile–Sprint MergerThe combined company expects more than $6.0 billion in annual run-rate synergies.
Company & Industry OverviewsA Look at NVIDIA’s Strategy to Expand Its Data Center BusinessNVIDIA supports open-source AI frameworks like Facebook’s Caffe and Google’s TensorFlow.
Company & Industry OverviewsWhy Facebook Doesn’t Break Out Revenues for Every CountryFacebook and Alphabet (GOOGL), the parent of Google, generate more than 50% of their revenues abroad.