Technology & Communications

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.

NVIDIA (NVDA) is a leading discrete GPU (graphics processing unit) provider and is expanding its customer base by identifying new verticals.

“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. she

In August 2014, Intel (INTC) shared details about its development with 14nm technology. 14nm succeeds Intel’s 22nm technology.

A dividend exchange-traded fund (or ETF) consists of dividend-paying stocks. Usually, ETFs track a dividend index. The stocks in the fund or index are selected based on their dividend yield.

While Google’s (GOOG) YouTube is already leading the online video advertising space, Facebook (FB) last year announced it’s foraying into video advertising.

Spotify stock dipped after the company announced it would suspend political ads in the US in 2020. Let’s see what’s in store for the music streaming giant.

In fiscal 3Q18, VMware unveiled two offerings: VMware AppDefense and PKS (Pivotal Container Service).

As the corporate IT market opens its doors to more handset makers, emerging enterprise handset makers including Apple will gain.

If you have the money to invest and want a technology company in retail and cloud computing industries, Amazon (NASDAQ:AMZN) stock is still a good investment.

Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.

AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.

Texas Instruments (TXN) manufactures analog chips that are built on old technology nodes that have already been paid off.

Until now, Broadcom’s profits were a product of a favorable product mix, low costs, and high volumes.

Intel (INTC) is attempting to tackle the growing competition in the PC market from Advanced Micro Devices (AMD) and Qualcomm by targeting segments where high-performance matters.

AMD launched two of its very high-end second-generation Ryzen Threadripper CPUs in August 2018.

The new privacy portal shows customers how Apple (AAPL) is working to protect personal data.