Xilinx and Lam Research: First-Quarter Earnings Highlights
On April 24, Xilinx (XLNX) and Lam Research (LRCX) announced their fiscal earnings for the quarter.
Technology & Communications
The latest news on the biggest technology and communications companies.
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.
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.