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%.
Technology & Communications
The latest news on the biggest technology and communications companies.
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.
Why Facebook Stock Fell 3.1% in February
Facebook (FB) fell 3.1% in February but has surged 27.7% on a year-to-date basis as of March 4.
S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.
Women CEOs: 5 Names You Should Know
Of all the Fortune 500 companies, only 5% have women CEOs. We rounded up five of the biggest names investors should know. Here’s why.
Disney Stock: 2 Things Investors Need to Know
There was a sell-off in Disney (NYSE:DIS) stock amid the COVID-19 pandemic. So far, the pandemic has mainly paralyzed the company’s operations.
Understanding Apple Music’s Rising Subscriber Base
Last month, Apple (AAPL) announced that its music streaming service, Apple Music, now has over 30 million subscribers—up from 27 million in June 2017.
Why Google Is Not in Favor of Ad Agency Disintermediation
In the cloud computing industry, Google is behind market leaders Amazon (AMZN) and Microsoft (MSFT) and it is trying many strategies to bolster its position.
How AMD’s Enterprise, Embedded and Semi-Custom Business Has Fared
Advanced Micro Devices’ (AMD) 2018 earnings are largely being driven by its CG (Computing and Graphics) segment due to the growing adoption of Radeon and Ryzen.
Updates on Verizon’s MVNO Agreement with Comcast and Charter
Cisco Systems’ (CSCO) VNI (Visual Networking Index) projects that video could comprise ~77.0% of mobile data traffic in the United States by the end of 2020.
The Impact of US–China Trade Tensions on Applied Materials Stock
Applied Materials (AMAT) earned 21% of its 2016 revenues and 19% of its 2017 revenues from China. Any major shift in this market could hurt AMAT.
Could Square Survive a Fiserv–First Data Tie-Up?
Fiserv (FISV) and First Data (FDC) have agreed to join forces in a $22 billion merger that is set to create a stronger competitor for Square (SQ) in payment processing.
AMD Lowers Leverage Ratio and Strengthens Balance Sheet
AMD has been using its cash flow to increase and maintain its cash reserve above $1 billion.
Movement Toward a Cashless Economy Set to Take a Big Leap Forward with Introduction of uBuck Pay
LiteLink Technologies Inc. (CSE:LLT) (OTC:LLNKF) has created quite possibly the fastest, most secure & most cost-effective digital payment platform ever!
Tech IPOs: Who Burnt Wealth and Who Gained Value?
In 2019, several high-profile tech IPOs made their debut in public markets. Let’s look at what’s in store for them as we head towards 2020.
DE Shaw hedge fund opens new positions in FOXA, NWS, NVE, Sells S, HOG, CCL – 13F Flash (A)
In this six-part series, we will go through each one of the larger positions DE Shaw traded this past quarter DE Shaw is a New York–based $30 billion-plus quantitative hedge fund founded in 1988 by David E. Shaw, a former Columbia faculty member. The firm’s primary trading method is systematic and computer-driven. DE Shaw has […]
Tencent Seeks a Big Stake in iQiyi: 3 Highlights for Investors
Tencent (OTCMKTS:TCEHY) wants to make a huge investment in iQiyi (NASDAQ:IQ) stock. The company wants to become iQiyi’s largest shareholder.
Nokia to Repurchase 500 Million Shares
Nokia (NOK) intends to repurchase up to 500 million shares of its own stock in the coming months.Technology & Communications Must-know: Why is Yahoo undervalued versus its competitors?
Yahoo’s trailing P/E is almost in line with its peers but it’s below Google (GOOG), Facebook (FB), and Chinese Internet giant Baidu (BIDU).
Intel and NVIDIA to Benefit from Autonomous Vehicle Trend
NVIDIA has a three-stage strategy to deliver its end-to-end self-driving system.
Why did Maverick Capital start new position in Autodesk?
Maverick Capital is a $9 billion long-short equity hedge-fund firm, founded in 1990 by Lee S. Ainslie and Sam Wyly. In 2005, Maverick launched a long-only fund and two market-neutral funds with longer than usual investment lockups. The firm is headquartered in Dallas and has an additional office in New York. The fund bought new […]Technology & Communications Overview: What is enterprise software?
Enterprise resource planning (ERP) is a product domain-focused software solution that manages and integrates all facets of business.
Why Facebook’s Instagram acquisition is a future growth driver
Mobile use has been critical to Facebook’s user growth and engagement over the long term, and accordingly, it’s prioritizing mobile product development.
What Preorders Say about Apple’s iPhone Sales
Within 30 minutes of the preorder opening on September 15, the iPhone XS Max—priced between $1,099 and $1,499—was sold out.
Can AMD Compete with Intel in the Server CPU Market?
Advanced Micro Devices (AMD) and Intel (INTC) operate in an oligopoly server CPU (central processing unit) market where one’s gain is the other’s loss.
Is the Growth Cycle for Applied Materials Here to Stay?
Trade war jitters between the US and China sent Applied Materials stock to $55.40 on March 23 from its 52-week high of $62.40 on March 12.
NVIDIA, AMD, and Rising Graphics Processing Unit Prices
Last year saw the cryptocurrency boom, in which many miners purchased Advanced Micro Devices’ (AMD) and NVIDIA’s (NVDA) GPUs to mine currency.
Should You Follow Jeff Bezos and Invest in Uber and Airbnb IPOs?
Bezos invested about $37 million in the American ride-hailing service provider Uber in 2011.
AMAT’s Weak Fiscal Q4 2018 Guidance Makes Investors Cautious
Applied Materials, the world’s largest chip manufacturing equipment vendor, reported strong fiscal Q3 2018 earnings but lowered its fiscal Q4 2018 guidance.
Tesla Stock Surge: Who are the Winners and Losers?
Tesla (TSLA) has been on a rising spree since its earnings. In October, Tesla stock surged by 31%. The stock rose on the back of third-quarter profits.
Is Affirm a Legit Payment Method?
Affirm Holdings is a payment option that lets you pay off a large online purchase over a period of time. Is Affirm a safe and legit payment method?
What Is NVIDIA’s Strategy to Expand Its Gaming Business?
NVIDIA launched the beta version of GeForce NOW, which allows gamers to play graphics-intensive games on the cloud at an hourly rate.
The Role of Intel’s Leadership in Transforming the Company
When Krzanich took over as Intel’s CEO, it was already a leader in the microprocessor technology and had strong profits and cash flows.
Nokia Wins More Business from Telenor
Nokia (NOK) has picked up more business from Telenor (TELNY), a Norwegian multinational telecommunications operator.
Sony Announces New Plans for Future Growth
Sony fell by 1.6% to close at $32.64 per share during the fifth week of August, with weekly, monthly, and YTD price movements of -1.6%, 0.12%, and 32.6%.