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.
Technology & Communications
The latest news on the biggest technology and communications companies.
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.
Would NVIDIA Bring Turing to GeForce Gaming GPUs?
According to a PCGamer article, NVIDIA might disable Tensor Cores but retain RT cores in its GeForce variant of Turing.
Texas Instruments Diversification Strategy Starts to Pay Off
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’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.
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.