What Brought the Communication Services Sector to Light in 2019?
In September 2018, the new S&P 500 Communication Services Sector index was launched.
Technology & Communications
The latest news on the biggest technology and communications companies.
Healthcare Why enterprise solid-state drives are a growth driver for Micron
Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.Technology & Communications Why you should know the key differences between job reports
Few economic releases elicit as much reaction from both the stock (IVV) and bond (BND) markets as the employment reports issued by Automatic Data Processing (ADP) and the Bureau of Labor Statistics (the BLS).
The Biggest Detractors for Einhorn’s Greenlight in 2018
Overall, in 2018, the most significant contributors to Greenlight Capital’s gains included Micron Technology (MU) and Twitter (TWTR).
Netflix Stock Has Risen 7% since Disney+ Launched
In the past two weeks since Disney+ launched, Netflix stock has recovered from the early shock. The stock has risen 7.0% from where it closed on November 12.Technology & Communications Must know: Why AT&T’s wireline business continues to decline
In this series, we’ll discuss the main drivers behind AT&T’s wireline business. AT&T’s wireline business is as important for the company as its wireless business.
AMD’s Turnaround Story: From 2012 to 2019 and Beyond
The year 2017 was an important one for Advanced Micro Devices (AMD). Let’s take a look at why—and how far the company has come since then.
How Facebook’s WhatsApp Pay Plans to Make Money
On Monday, Facebook announced that people in Brazil will be able to use WhatsApp to send money to one another or pay for purchases from local businesses.
EU Court Rules in Apple’s Favor, No Fault in Irish Tax Case
The General Court of the European Union handed Apple a win in the long-running Irish tax dispute. The tax dispute started four years ago.
Why middleware is an integral component of software industry
The sequential binding of applications through the use of middleware is known as enterprise application integration (or EAI).
NVIDIA Reaches Low-End PC Users with GeForce NOW Services
NVIDIA (NVDA) has been benefitting from the growing popularity of gaming.
Here Are AMD’s Future Growth Drivers
Advanced Micro Devices (AMD) is a small competitor in the CPU (central processing unit) and GPU (graphics processing units) space but a market leader in the game console market.
Qualcomm Set to Face Competition in the 5G Space
If Qualcomm (QCOM) loses its chance to acquire NXP Semiconductors, its strategy to grow beyond smartphones into embedded and automotive could take the back seat, and it may be pressured to settle its licensing disputes with Apple.
AMAT Feels the Impact of the Shift from Mobile Era to AI Era
The guidance from Apple (AAPL) and its foundry partner TSMC (TSM) show that smartphone demand should pick up in the second half of 2018.
Would Intel Consider Outsourcing Its CPU Manufacturing to TSMC?
In 2018, AMD decided to divide the production of its 7nm products between TSMC and GlobalFoundries.
What’s Unique about Micron’s Stock Buyback Program?
Micron, a pure-play memory chipmaker, has one of the semiconductor industry’s most cyclical stocks.
Highs and Lows in AMD’s and Intel’s Gross Margin
In the manufacturing sector, gross margin is an important fundamental, as it significantly impacts a company’s earnings per share.
What Qualcomm Investors Should Watch For
Among semiconductor stocks, Qualcomm (QCOM) may have been hit the hardest by US-China trade tension.
Investment-Grade Bond Funds Saw Inflows Last Week
Flows into investment-grade bond funds were positive last week. Investment-grade bond funds saw net inflows of $907.1 million during the week ending July 6.
Facebook Paying $35 Million to Settle IPO-Related Lawsuit
Without admitting wrongdoing, Facebook (FB) agreed to pay $35 million to settle claims that it had misled investors in the run-up to its IPO (initial public offering) in 2012.
How Viacom and CBS Could Benefit from Potential Merger
Media players Viacom (VIAB) and CBS (CBS) are again talking about a merger.
NVIDIA Taps New Growth Drivers in the Data Center Market
NVIDIA’s (NVDA) Data Center segment reported its first sequential revenue decline in more than three years in the fourth quarter of fiscal 2019.Technology & Communications Must-know: IBM’s current status in the hardware space
The rising cost of manufacturing chips caused a decline in IBM’s (IBM) volume base. It forced the company to divest the business.
How Jeff Bezos’s Workday and Domo Investments Fared in 2018
Twitter stock surged by about 73% in the first trading day after its IPO to $44.90.
Expedia rolls out ETP program to compete with agency model peers
During 2012, Expedia introduced the Expedia Traveler Preference (ETP) program in the U.S. that offers travelers the choice to either pay Expedia at the time of booking or pay the hotel at the time of stay.
Apple’s Premium Pricing Strategy, Product Differentiation
Here is how Steve Jobs strategy to price and differentiate the products that Apple offers has taken shape over time
TSMC’s Process Node Strength Reflects in Its Q4 Revenue
A smaller node improves transistor density, thereby improving performance and power efficiency.Technology & Communications Overview: The software industry landscape
Once customers adopt specific operating systems, it would be very difficult for them to even consider changing it.
Semiconductor Stocks Have Soared on Blockchain Technology
Despite recent declines, the SMH ETF has risen over 41% in the last 12 months. Meanwhile, NVIDIA has risen a whopping 186.7% in the same period, while AMD has returned 15.5% in that period.
What Are the Trends in Facebook’s Largest Advertising Category?
Business intelligence firm eMarketer estimates that CPG brands spent more than $7.0 billion on digital advertising in 2017, compared with $6.0 billion in 2016.
Apple’s Investment in India: Did Trump Compel It?
In a well-strategized move, Apple (AAPL) is relocating its production base to India. Apple’s investment in India will be around $1 billion.
Eric Schmidt Parts Ways with Google and Alphabet
Former Google CEO Eric Schmidt has cut ties with the company and its parent Alphabet. He served as Google’s CEO from 2001 to 2011.
NVIDIA and AMD to See Higher GPU Prices Because of US Tariffs
According to Jon Peddie Research, NVIDIA’s new RTX 2080 AIB would cost gamers $800 in September, $880 in the fourth quarter, and $1,000 in the first quarter of 2019.
Intel’s Struggle in Emerging Markets Impacts Its Efficiency Ratio
In the first quarter, Intel had an ROE of 16.19%, which was lower than AMD’s 27.94% and NVIDIA’s 54.65%.Consumer Why iPhone’s average selling price increase is good for Apple
An important factor driving iPhone revenues was the increase in iPhone’s ASP. iPhone’s ASP of $603 in fiscal 4Q14 increased by $42 sequentially and $26 on a YoY basis.Technology & Communications Why Facebook is a leading social media player
Facebook invests in advertising to attract more marketers to work with the company, to create more value for its marketers, and to enhance marketers’ advertising relevance.
What to Expect for AMC Entertainment’s 1Q18 Revenue
Analysts have projected AMC Entertainment’s (AMC) revenue in 1Q18 (ended March 31) to increase 5.2% to $1.4 billion, boosted by acquisitions.
Why Intel’s Operating Leverage Reversed in the First Quarter
Intel’s (INTC) profit margins started to fall in the fourth quarter of 2018 after reaching a peak in the third quarter of 2018.
Apple Stock: 5 Things Investors Need to Know
Apple spots a decent upside potential. At $303.74 per share at the closing on Thursday, the stock trades at a 7.4% discount to its 52-week peak of $328.
Yieldco: A Green Investment Option That Pays
While REITs started trading in 1951 and MLPs started off in 1981, the first yieldco was floated in 2005 by Seaspan Corporation, a shipping company.
Can AMD’s Navi GPUs Compete with NVIDIA’s Turing-Based RTX GPUs?
There had been a lot of speculation about Advanced Micro Devices (AMD) unveiling its most awaited next-generation 7-nm (nanometer) Navi GPU (graphics processing unit) at Computex 2019.
The Impact of a US–China Trade War on Intel
The trade war between the United States and China revolves around the supremacy of 5G technology, which is expected to form the basis for the data economy.
Must-know update: Why is Cisco undervalued? (FCF model included)
Cisco Sytems, Inc.’s stock is up 13% since 2013, and it has underperformed the S&P 500 Index.
Nike’s Target Markets: Everything You Need to Know
Nike (NKE) faces some challenges in its target markets. In the US, economic growth rates have tapered down, and the trade war could affect its China market.
How Mattel Performed during the Second Quarter of 2016
Mattel (MAT) has a market cap of $11.2 billion. It rose by 1.4% to close at $32.83 per share on July 20, 2016.Technology & Communications Why innovation could be the key to Apple’s growth
Apple’s business strategy leverages its unique ability to design and develop its own operating systems, hardware, application software, and services to provide its customers new products.
Why David Einhorn Is Betting against Amazon
On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017.
What Pushed SOXX and SMH to New Highs?
The semiconductor sector is set to report its weakest earnings in more than two years.
Tesla Institutional Investors: Who All Sold Too Early?
In 2019, Tesla (TSLA) rose 29.3%. The S&P 500 Index gained 29.2%. The top institutional investors were bullish on the electric car manufacturer in Q3 2019.
Why AMAT’s Weak Guidance Alarmed Semiconductor Investors
Applied Materials’ (AMAT) performance is an indicator of the overall semiconductor industry’s outlook.