News und Analysen
Why Sony, Rockwell Automation, and Mondelez International Jumped Today
Tuesday was a solid day for the stock market, with modest advances for most of the benchmark indexes stemming largely from greater optimism about the U.S. economy. As October comes to a close,....
Apple, Inc. Wants to Ditch Qualcomm Modems, Qualcomm Shares Fall
Apple (NASDAQ: AAPL) is now contemplating ditching Qualcomm (NASDAQ: QCOM) modems altogether for the 2018 iPhone lineup, according to a pair of reports from Reuters and The Wall Street Journal.....
Looks Like Apple Isn't Kidding Around With Its Media Ambitions
This summer, I wrote old media companies were, "going to need a bigger boat," due to all the FANG stocks getting serious about their media ambitions. Well, it turns out Apple (NASDAQ: AAPL) just....
Why Sony Corp. Shares Jumped 16.5% Higher Today
Shares of Sony (NYSE: SNE) jumped as much as 16.5% higher in Tuesday's trading, peaking at 11:25 a.m. EDT. The consumer electronics and media conglomerate reported second-quarter results in the....
Fitbit Inc. Earnings Preview: What to Watch
Fitbit (NYSE: FIT) dominated the early rounds of the wearable tech surge, and the success sent its revenue and profits soaring from 2012 to 2015. Yet the company quickly lost its momentum last....
Intel Corp. Doesn't Seem That Serious About Its Contract Chip Building Business
For years, microprocessor giant Intel (NASDAQ: INTC) has been working to try to offer its manufacturing skills, which it applies primarily to its own internally designed products, to third....
Intel Corp. Boosts Research and Development, Slashes Marketing
Chip giant Intel (NASDAQ: INTC) is one of the most profitable chip companies on the planet. Last quarter, it generated about $5.1 billion in operating income -- a figure that many chipmakers would....
Sales of Intel Corp.'s New Z370 Platform Reportedly Falling Short of Expectations
DigiTimes says motherboards based on microprocessor giant Intel's (NASDAQ: INTC) new Z370 platform "are seeing weaker-than-expected sales," citing "sources from motherboard players." Intel's Z370....
Qorvo Investors Will Be Scrutinizing the iPhone Effect
Apple (NASDAQ: AAPL) supplier Qorvo (NASDAQ: QRVO) has a lot to prove when it releases its second-quarter earnings after the market closes on Nov 1. Investors have given the chipmaker the benefit....
A Tale of 2 Tech Stocks -- AMD and Twitter Fly in Opposite Directions on Earnings News
Earnings season is in full swing, and the market is sending stocks flying every which way on reports. In this week's episode of Industry Focus: Tech, analysts Dylan Lewis and Tim Green go over the....
3 High-Yield Stocks on Sale
Extreme dividend yields are often a sign of deeply rooted issues in the company and business model behind the dividend-paying stock. For some investors, that's a deal-breaker. For others, it's a....
Why the Bears Might Be Right About Shopify Stock
Shopify (NYSE: SHOP) is a hot topic this year. The stock has gained more than 300% since its 2015 initial public offering, thanks to rapid sales growth and confidence that the business will....
7 Simple Reasons I Bought HP Inc. Stock
When HP (NYSE: HPQ) split with Hewlett-Packard Enterprise (NYSE: HPE) two years ago, many analysts believed that HP, which retained the PC and printer businesses, would be a weaker play than HPE,....
Intelsat Stock Just Crashed and Burned
Easy come, easy go. That may soon become the motto of investors in Intelsat (NYSE: I) stock.Just a few weeks ago I was on these pages writing about the astounding 20% surge that Intelsat stock....
iPhone X: Apple Investors Are Asking the Wrong Question
Demand for Apple's (NASDAQ: AAPL) new iPhone 8 and iPhone 8 Plus devices has been lackluster, according to multiple independent research outlets. Slow adoption of these models, however, is not....
1 Big Reason to Buy Analog Devices
Sales of electric vehicles (EVs) are expected to take off remarkably in the future. Last year, EV sales crossed the 2 million mark, accounting for just a fraction of the 88.1 million units in....
1 Simple Reason That a $1200-Plus iPhone Makes Perfect Sense
This year, Apple (NASDAQ: AAPL) seems to have surprised some potential iPhone customers with the introduction of the iPhone X. Over the last few iPhone generations, Apple's priciest iPhones sold....
2 Acquisitions That Could Pay Off Big for Intel Corp.
Chipmaker Intel (NASDAQ: INTC) has a mixed track record when it comes to making acquisitions. In the past, it has spent billions on companies with dubious strategic benefit to the company, which....
Mark Mills on the Future Of Oil
The news focuses on the new -- new industries, new technologies, new energies. But has the world really moved as far away from old energy and manufacturing as the news and market caps might lead....
Why Tesla Isn't Your Average Tech Company
Investors and analysts often conflate Tesla's (NASDAQ: TSLA) position in the auto and energy industries with Silicon Valley's position as a disruptive force in business. It's easy to talk about....
1 Big Upgrade That Could Come to Apple Inc.'s 2018 iPhones
Back on Sept. 5, DigiTimes said that Apple (NASDAQ: AAPL) had "booked up the production capacity" at lens module maker Largan Precision for "above 12-megapixel lens modules" in support of next....
Apple Inc. Planning to Ship 20 Million iPhone X Units This Year
Nikkei Asian Review, which has a good track record of reporting Apple (NASDAQ: AAPL) supply chain related news, says Apple is planning to ship just 20 million iPhone X units this year -- just half....
Nokia's Outlook Worsens As Revenue Slumps
Nokia (NYSE: NOK) reported its third-quarter results before the market opened on Oct. 26. A steep revenue decline was driven by weakness in the network's business, with a strong performance from....
Qualcomm Earnings Report Will Shed More Light on Royalty Damage
Qualcomm (NASDAQ: QCOM) is in a tough situation going into the release of its fiscal fourth-quarter earnings report, set for after the market closes on Nov. 1. The chipmaker's business has been....
Should You Buy Seagate After its First Quarter Surprise?
Seagate Technology's (NASDAQ: STX) stock rallied by about 13% after the hard drive maker posted better-than-expected first quarter earnings on Oct. 23. But even after that pop, Seagate's stock....