Intel’s Profits Largely Depend on Client Computing Group
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.
Technology & Communications
The latest news on the biggest technology and communications companies.
Should Investors Worry about NVIDIA’s Gross Margin Guidance?
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.
Cloud Computing: Amazon Sues Google Employee
Amazon sued its former cloud marketing executive, Brian Hall, after he went to Google. Amazon said that Hall of breached his non-compete agreement.
How Facebook’s International Business Is Looking
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.
Is Zuckerberg in Trouble Again?
Facebook (FB) CEO Mark Zuckerberg seems to be in trouble again, with federal regulators reportedly blaming him for the company’s mishandling of customer data and privacy.
Qualcomm’s Quarterly Licensing Revenue Stalled at $1 Billion
After enjoying strong cash flows from its Qualcomm Technology Licensing segment, Qualcomm’s licensing model came under the scrutiny of several regulators.
NXP Stock Jumps 11% on Acquisition Rumors
NXP Semiconductors (NXPI) stock rose 11% after hours yesterday following rumors of South Korean tech giant Samsung’s (SSNLF) interest in NXP.
Intel’s Transformation Changes PC and Data Center Product Mix
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.
How TSMC Plans to Improve Its Profit Margin in 2019
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.
Expedia’s trivago acquisition raises advertising revenue growth
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.
How Hewlett Packard Enterprise Is Increasing Shareholder Value
By the end of fiscal 3Q17, HPE had returned $107 million to shareholders in the form of dividends and $625 million through share repurchases.
How Related Are ADI’s Consumer Revenues and Apple’s iPhone Sales?
ADI’s Consumer segment is made up of its computing and mobile businesses, and Apple (AAPL) is its biggest customer.
AMD Wins Order for World’s Fastest Supercomputer
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.
AMD Progresses towards Target Capital Structure
Three years back, Advanced Micro Devices (AMD) was grappling with multiple years of losses, which led to negative cash flow.
Why Did Oracle Announce the Acquisition of NetSuite?
On July 28, 2016, Oracle (ORCL) announced the acquisition of NetSuite for $9.3 billion. Oracle is paying roughly $109 per share for each NetSuite stock.
Buying PayPal Stock? 2 Things You Need to Know
PayPal (NASDAQ:PYPL) is one of investors’ favorite technology stocks right now. The company’s business has started to rebound from the coronavirus.
Priceline’s Valuation after 2Q16: What’s Priced In?
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.
AMD Remains Free Cash Flow Negative
In full-year 2018, AMD earned operating cash of $34 million, but it was not sufficient to meet its capital requirements.
Netflix Gains Strength in South Korea, Inks Two Deals
Netflix (NTFLX) has inked a multiyear content distribution agreement with South Korea’s JTBC Content Hub, Deadline reported yesterday.
ViacomCBS Stock: 3 Highlights for Investors Right Now
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 Brings Deep Learning to Robotics
NVIDIA’s robotics strategy is to create a simulation environment, train machines in that environment, and deploy the trained robots in relevant industries.
Micron Stock Is Vulnerable Due to Chinese Exposure
Micron Technology (MU) and stocks related to the memory market and China (FXI) fell due to a temporary injunction in China.
Get Real: Running the Gauntlet
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.
Valuation: Priceline Versus Its Peers
As of November 6, 2015, Priceline’s forward PE ratio stood at 21.8x, and its average valuation stands at 20x.
Understanding the Marginal Decline in Malaysian Exports in June
Exports from Malaysia in June 2017 stood at 73.1 billion Malaysian ringgit (MYR) (about $17 billion as of August 11, 2017), or 10% higher YoY.
How HP Views the A3 Copier Market
In September 2016, HP (HPQ) announced its intention to acquire Samsung’s (SSNLF) Printing business for $1.1 billion.
What TSMC’s Reduced Capital Spending Means for Applied Materials
Being the world’s largest foundry, TSMC is a key customer of foundry equipment suppliers Applied Materials (AMAT) and ASML (ASML).
Warren Buffett’s Berkshire Hathaway ups its Liberty Global stake
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.
Facebook-Jio Deal: Is Real WhatsApp Monetization Finally Here?
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.
What’s NVIDIA’s Go-to-Market Strategy for Autonomous Vehicles?
NVIDIA (NVDA) is a leading discrete GPU (graphics processing unit) provider and is expanding its customer base by identifying new verticals.
The Idea behind Economic Moats
“How Moats Translate into Sustainable Competitive Advantages” is a five-part moat investing education series that explores the primary sources of economic moats. she
Why Intel expects to lead the chip space through its 14nm process
In August 2014, Intel (INTC) shared details about its development with 14nm technology. 14nm succeeds Intel’s 22nm technology.Consumer Must-know: The pros and cons of investing in dividend ETFs
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.Technology & Communications Video advertising is the next big thing for social media companies
While Google’s (GOOG) YouTube is already leading the online video advertising space, Facebook (FB) last year announced it’s foraying into video advertising.
AMD’s Enterprise, Embedded, and Semi-Custom Segment
The second and third quarters are seasonally strong for AMD’s EESC segment, as they are when it reports a major portion of its semi-custom revenue from game consoles.
Google Is Joining the Mobile Payment Space with Google Pay
Alphabet’s (GOOGL) Google plans to combine Google Wallet and Android Pay under a single payment service called Google Pay.
Spotify Follows Twitter in Suspending Political Ads in 2020
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.
What Are VMware’s Strategic Growth Plans?
In fiscal 3Q18, VMware unveiled two offerings: VMware AppDefense and PKS (Pivotal Container Service).
Apple’s iOS and Google’s Android lead the land grab for new enterprise shelf space
As the corporate IT market opens its doors to more handset makers, emerging enterprise handset makers including Apple will gain.
Jim Cramer Recommends Buying Amazon and Albertsons Stocks
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.
What’s behind Semiconductor Stocks’ Rise?
Most semiconductors stocks had risen more than 2% as of midday today, with several factors having raised investors’ optimism about the sector’s growth.
What’s AMD’s Technology Strategy for High Performance Market?
AMD’s chief technology officer recently discussed the company’s technology strategy to enter the high-performance computing market.
Texas Instruments’ Profit Margins Continue to Beat Peers
Texas Instruments (TXN) manufactures analog chips that are built on old technology nodes that have already been paid off.
Why Broadcom Is One of the Most Profitable Semiconductor Companies
Until now, Broadcom’s profits were a product of a favorable product mix, low costs, and high volumes.
AMD’s Ryzen 3000 Series Beats Intel CPUs in Price and Performance
AMD’s announcement comes after Intel unveiled its Special Edition Core i9 9900KS.
Is India the Next Stop in Facebook and TikTok’s Competition?
TikTok has been popular in India. Can Facebook reverse its gains there? The company plans to introduce Lasso in India this year.
A Look at Intel’s Strategy to Address Competition in PC Market
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.
What Is AMD’s Strategy to Increase CPU Market Share?
AMD launched two of its very high-end second-generation Ryzen Threadripper CPUs in August 2018.
Apple Is Investing in Customer Trust
The new privacy portal shows customers how Apple (AAPL) is working to protect personal data.
Semiconductor Industry Opposes Trump’s Tariffs on Chinese Imports
SIA and SEMI supported the administration’s objective but stated that tariffs would not end China’s unfair trade practices.