Technology & Communications

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.

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?

NVIDIA launched the beta version of GeForce NOW, which allows gamers to play graphics-intensive games on the cloud at an hourly rate.

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 (NOK) has picked up more business from Telenor (TELNY), a Norwegian multinational telecommunications operator.

At the end of fiscal 2018, Broadcom’s cash reserves stood at $4.3 billion, and long-term debt stood at $17.5 billion.

Groupon (GRPN), eBay (EBAY), Baidu (BIDU), Square (SQ), and Twitter (TWTR) have the highest debt-to-equity ratios among industry players.

Most semiconductor companies’ first-quarter earnings hit two-year lows as weak economic demand impacted their revenue and profit margins.

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.

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 (NVDA) has grown exponentially in the last three years.

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.

In 2017, Softbank (SFTBY) created a pool of $100 billion to promote new business ventures. The company provided seed funding to entrepreneurs worldwide.

Omega Advisors opened a new 1.36% position in Intercontinentalexchange (ICE), a leading operator of global markets and clearing houses, in the fourth quarter.

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.

According to a PCGamer article, NVIDIA might disable Tensor Cores but retain RT cores in its GeForce variant of Turing.

Texas Instruments (TXN) has been reducing its exposure in the declining smartphone market and increasing its exposure in the growing automotive and industrial markets to reduce its seasonality.

Intel (INTC) is expanding its PC TAM (total addressable market) and segmenting its offerings in the high-end market to continue making a profit in the declining PC market.

NVIDIA (NVDA) has reduced its fiscal 2019 fourth-quarter revenue guidance by $500 million to account for weak demand for its Turing-based RTX gaming GPUs (graphics processing units) and data center GPUs.

Amazon sued its former cloud marketing executive, Brian Hall, after he went to Google. Amazon said that Hall of breached his non-compete agreement.

The US (SPY) accounts for the greatest portion of Facebook’s revenues with more than 49% of overall revenue in the latest quarter coming from the US and Canada.

NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.

Intel’s CCG revenue rose 2.8% YoY (year-over-year) to $8.2 billion in fiscal 1Q18 driven by strong demand from high-margin commercial and gaming enthusiast segments.

Another factor pulling down TSMC’s gross margin is the lower utilization rate of the 28-nm node due to faster-than-expected migration to the 7-nm node.

Officially launched in 2005, Expedia’s trivago is a known travel brand in Europe and continues to operate independently, and grow revenue via global expansion.

By the end of fiscal 3Q17, HPE had returned $107 million to shareholders in the form of dividends and $625 million through share repurchases.

ADI’s Consumer segment is made up of its computing and mobile businesses, and Apple (AAPL) is its biggest customer.

On May 8, AMD rose ~4.8% as the company secured an order to power the “Frontier” supercomputer, which could become the world’s fastest supercomputer.

Three years back, Advanced Micro Devices (AMD) was grappling with multiple years of losses, which led to negative cash flow.

Priceline currently trades at a forward PE multiple of 19.5x. This is slightly lower than its average valuation of 19.9x since February 2006.

In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.

Netflix (NTFLX) has inked a multiyear content distribution agreement with South Korea’s JTBC Content Hub, Deadline reported yesterday.

ViacomCBS stock has more than doubled from its pandemic lows of $10 in the first quarter. Currently, the stock is still down about 50% for the year.

NVIDIA’s robotics strategy is to create a simulation environment, train machines in that environment, and deploy the trained robots in relevant industries.

Micron Technology (MU) and stocks related to the memory market and China (FXI) fell due to a temporary injunction in China.

In this morning’s Get Real market newsletter, we saw that Disney+ is running the gauntlet while Apple and Microsoft take the Dow to new heights.

As of November 6, 2015, Priceline’s forward PE ratio stood at 21.8x, and its average valuation stands at 20x.

Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).

Berkshire Hathaway added to its position in Liberty Global PLC (LBTYK) last quarter. The position now accounts for 0.57% of Berkshire’s 1Q 2014 portfolio, up from 0.25% last quarter.

About a week ago, Facebook announced one of its biggest investment deals in history. The company has invested $5.7 billion for a 10% stake in Jio.