Why David Einhorn Is Betting against Amazon
On a YTD (year-to-date) basis, Amazon has returned nearly 40% as of November 3, 2017.
Technology & Communications
The latest news on the biggest technology and communications companies.
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%.
Data Center Market to Drive Xilinx’s Future Growth
Xilinx (XLNX) has started realizing the benefits of 5G (fifth generation) and AI (artificial intelligence) opportunities.
Broadcom’s Acquisitions Burden Its Balance Sheet with High Debt
At the end of fiscal 2018, Broadcom’s cash reserves stood at $4.3 billion, and long-term debt stood at $17.5 billion.
Why Groupon’s Debt-to-Equity Ratio Is One of Highest in Industry
Groupon (GRPN), eBay (EBAY), Baidu (BIDU), Square (SQ), and Twitter (TWTR) have the highest debt-to-equity ratios among industry players.
Should Investors Worry about AMD’s Negative Cash Flow?
Most semiconductor companies’ first-quarter earnings hit two-year lows as weak economic demand impacted their revenue and profit margins.
Why Twitter’s Stock Repurchase Program Isn’t Clear Yet
Twitter (NYSE:TWTR) has averted a major showdown with hedge fund Elliott Management. However, we don’t know much about the company’s stock repurchase plan.
Why Zynga Is Prioritizing Its Research and Development Budget
Zynga (ZNGA) funneled $69.2 million into R&D (research and development) in 1Q17. It turns out the company is tweaking how it spends its R&D budget.
NVIDIA Broadens Product Portfolio to Tap New Computing Markets
NVIDIA (NVDA) has grown exponentially in the last three years.
What Happened to Intel’s Foundry Business?
In 1986, Intel (INTC) adopted an integration model in which it invested in x86 chip designs and manufacturing nodes to attain technology leadership in the microprocessor market.
Softbank’s Journey from Alibaba to Uber and WeWork
In 2017, Softbank (SFTBY) created a pool of $100 billion to promote new business ventures. The company provided seed funding to entrepreneurs worldwide.
What AMD’s Game Console Business Means to Investors
As game consoles have six-to-seven-year product lifecycles, AMD’s semi-custom revenue growth has diminished YoY (year-over-year).
Here’s What SAP Wants to Achieve with Its Restructuring
SAP SE (SAP) wants to reconfigure its business structure, a reorganization it estimates will cost up to ~$1.0 billion.Financials Omega Advisors buys stake in IntercontinentalExchange
Omega Advisors opened a new 1.36% position in Intercontinentalexchange (ICE), a leading operator of global markets and clearing houses, in the fourth quarter.
Why Was Rackspace Destined to Lose in the Cloud Space?
The tech sector was the only S&P 500 sector that had more cash than debt per share in 2015, but the majority of cash was held by Microsoft, IBM, and Google.