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.
Technology & Communications
The latest news on the biggest technology and communications companies.
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.
Big Plans: Facebook and Reliance Discuss a Joint Venture
Facebook (NASDAQ:FB) and Reliance Industries have been discussing a joint venture. Reliance Industries is an Indian conglomerate.
3 Things You Need to Know before Buying T-Mobile Stock
In 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.
How NVIDIA Increased Data Center Revenue Ninefold in Three Years
NVIDIA’s data center business rose from just $340 million in 2015 to $3 billion in 2018.
NVIDIA’s Gaming Revenue Declines May Be Temporary
NVIDIA’s (NVDA) revenue declined due to weakness in the Gaming and Data Center segments.
The US–China Trade War Impacts Apple
A 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%.
Dimensional Fund Advisors’ Major Holdings in Q3
Dimensional Fund Advisors’ top buys are Apple (AAPL), AT&T (T), Microsoft (MSFT), L3Harris Technologies (LHX), and Verizon Communications (VZ).
Intel’s CPU Supply Shortage to Negatively Impact Supply Chain
Micron 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.
AMD Revises Original 2017 GPU Roadmap
Advanced Micro Devices (AMD) is progressing well in the CPU (central processing unit) market and might even overtake Intel (INTC) in manufacturing node technology.
Why the Walt Disney Company Reorganized
In 2017, Disney agreed to acquire the bulk of Fox assets for $52.4 billion, or $66.1 billion including debt.
ViacomCBS 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.
Automotive and Connected Devices: NXP’s Key Growth Drivers
NXP Semiconductors (NXPI), a leader in the automotive chip market, provides HPMS (high-performance mixed-signal) analog, MCU (microcontroller), and sensor solutions.
Steven A. Cohen increases SAC Capital’s position in Google
SAC 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 & Communications Why Chinese carriers cutting smartphone subsidies affects Apple
China’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.
NVIDIA’s Go-to-Market Strategy Differentiates It from Competitors
For 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.
Advanced Nodes Increase TSMC’s Capital Expenditure
In 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.
How HPE’s Acquisition of Plexxi Could Affect VMware
Plexxi’s acquisition has given HPE access to networking, which is considered crucial to enterprise cloud infrastructure.
Why 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.
Apple Pay Will Likely Stay Ahead of Google and Samsung
Apple 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.
A Look at Intel’s Operating Efficiency
Intel’s (INTC) gross margin is declining, as the delay in volume production of the 10-nanometer process node has increased its production cost.
AMD’s Infinity Fabric Technology inside Ryzen Threadripper Two
Advanced 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).
Why Some Exposure to VanEck’s Gaming ETF Is Prudent
The VanEck Vectors Video Gaming and eSports ETF (ESPO) provides exposure to gaming and related industries.
George Soros Buys Slack, Increases SPY Short Exposure
The 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.
Understanding Qualcomm’s Revenue Seasonality
Qualcomm earns 60.0%–70.0% of its revenues from QCT and 30.0%–40.0% of its revenues from QTL.
SAP Is Again a Leader in Gartner’s Magic Quadrant
On July 26, 2016, SAP (SAP) announced that that it was, once again, ranked as a leader by Forrester Research.
Why “big data” and IoT are important to Intel’s growth
In March 2014, Intel (INTC) announced that it invested $740 million in Cloudera—in return for an 18% stake ownership in the company.
How 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.
Data Center: A $50 Billion Market for NVIDIA
Revenues from NVIDIA’s Data Center segment have grown from just $340.0 million in fiscal 2016 to $1.9 billion in fiscal 2018.
NVIDIA, AMD, and Intel Expect Strong Growth
NVIDIA 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.
Here’s How Comcast’s Theme Park Business Performed in 4Q17
Comcast’s (CMCSA) Theme Parks business was a star performer in 4Q17, with revenue growth accelerating over the previous quarter.
How Will Shareholders Gain from the LogMeIn-GoToMeeting Merger?
On completion of the LogMeIn-GoToMeeting merger, Citrix shareholders will get ~27.6 million shares.
Can Operating Leverage Keep AMD Profitable despite Weak Revenue?
In the fourth quarter of 2018, AMD’s operating expense rose 9.5% sequentially.
TSMC’s First-Quarter Profit Margins Fall to Seven-Year Low
TSMC (TSM) is a third-party chip manufacturer and incurs a lot of fixed cost that goes into maintaining its fabrications facilities, or fabs.
AMD’s Growth Strategy for Enterprise Business
Allied Market Research estimates global GPU revenues to grow at a compound annual rate (or CAGR) of 35.6% to $157.1 billion by 2022.
Is 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.
Micron Expects DRAM Supply to Exceed Demand in 2019
The DRAM market’s three major players—Samsung (SSNLF), SK Hynix, and Micron Technology (MU)—together command more than 95% of the market.
What Investors Should Know about NVIDIA’s Cash Flow and Inventory
NVIDIA’s accounts receivable fell by $795 million to $1.4 billion in fiscal 2019’s fourth quarter.
NVIDIA’s Curiously High Inventory Levels
After enjoying windfall gains from the crypto boom, NVIDIA (NVDA) has seen its profits normalize.
How NetSuite Will Improve Oracle’s Position in the Cloud Space
In 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.
What 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.
Why 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%.
Facebook Changed Its Mind on Monetizing WhatsApp
Facebook decided not to proceed with its plan to bring ads to WhatsApp. The company disbanded WhatsApp’s advertising team and discarded its work.
Why Jeff Bezos Loves Startups
According to the data compiled by Thomson Reuters, early-stage companies make up ~53.8% of Bezos Expeditions’ total investments.Technology & Communications Exposure 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.”
PayPal Continues to Invest in India Expansion
PayPal (PYPL) has continued to make more investments in India since it launched domestic operations in the country last year.