ARM Holdings

  • ARM Holdings Caught Between Microsoft Surface and Intel

    By Raj S - August 18, 2013 | Tickers: ARMH, INTC, MSFT

    ARM Holdings (NASDAQ: ARMH) singlehandedly provides the biggest competition to Intel Corp (NASDAQ: INTC) and the impact of the company’s position is clearly evident on its stock price. ARM Holdings stock is up more than 80% in the past 52 weeks. Despite this astronomical growth, there are some concerns cropping up for the British company. While stock markets are speculating that the scrip is overvalued, analysts are also apprehensive more »

  • It’s Time to End the Windows RT Experiment

    By Alvin Gonzales - August 14, 2013 | Tickers: ARMH, INTC, MSFT

    Microsoft (NASDAQ: MSFT) launched Windows RT over nine months ago, and its time on the market has shown that the OS is unnecessary.

    This variation of Windows 8 runs on ARM processors, instead of the x86 processors made by AMD and Intel (NASDAQ: INTC). Despite the popularity of ARM (NASDAQ: ARMH) technology in mobile devices, RT tablet shipments have remained tiny relative to Windows 8 tablet shipments.

    According to research more »

  • You Could Be Missing Some Huge Profits

    By Marie Palumbo - August 7, 2013 | Tickers: ARMH, INTC, QCOM

    If you scroll through a financial website, no doubt you’ll find that tech articles abound. You’ll probably see scores of articles offering insight into tech giants such as Google, Apple, and Samsung. These companies make the majority of the hottest tech devices from the latest tablet, to the newest smartphone.

    But if your portfolio stops there, you could be missing out on some big profits. What about the more »

  • Intel - The Second Quarter Revelation

    By Ashley Sales - August 5, 2013 | Tickers: ARMH, INTC

    Intel (NASDAQ: INTC) reported its financial statement for the second quarter of 2013 with a revenue of $12.8 billion and operating income of $2.7 billion. As observed, the revenue did grow 2% from the first quarter but on the downside that revenue had fallen by 5% year-over-year. What amazed Wall Street the most, however, was the nearly 30% decline in operating income from the year-ago quarter. For Intel more »

  • A Sharp Drop Is a Buying Opportunity for This OLED Supplier

    By Chris Lau - August 4, 2013 | Tickers: ARMH, QCOM, OLED

    When a stock falls sharply in a short amount of time, it can sometimes spell opportunity. Universal Display (NASDAQ: OLED) dropped nearly 10% in a single day, on top of a 6.74% decline in the quarter. This happened because rumors circulated that Samsung would buy Novaled AG, a German company that is a supplier for screens used in televisions and handsets. The misunderstanding of Samsung’s intent sets up more »

  • Make Hay While the Sun Shines With This Stock

    By Subhadeep Ghose - July 30, 2013 | Tickers: ARMH, INTC, QCOM

    Semiconductor manufacturer Qualcomm (NASDAQ: QCOM) seems to have bucked the trend once again. Thanks to disappointing earnings results reported by smartphone manufacturing companies such as HTC and Samsung Electronics, industry watchers became worried about signs of a slowdown in smartphone adoption around the world.

    But then, with Qualcomm’s revenue and net income both remaining above Street expectations in its third-quarter results, such doubts seem to have been dispelled, at more »

  • ARM Holdings vs. Intel: The Calm Before the Storm

    By Mark Hibben - July 26, 2013 | Tickers: ARMH, INTC

    Shares of ARM Holdings (NASDAQ: ARMH) swung wildly on the morning after its 2013 Q2 earnings report, released on July 24. At market open the stock spiked to about $42.80, only to settle back by the end of the day to about $39.60, a change of almost 7.5%. It was a classic case of investors being initially excited by the report, only to have second thoughts after more »

  • Should You Take This Company’s Words With A Pinch Of Salt?

    By Subhadeep Ghose - July 23, 2013 | Tickers: ARMH, INTC, QCOM

    For any company, merely possessing the best of technology required to deliver the latest products is not enough until and unless you have takers for those products. As things stand at present, that’s something which is certainly applicable to chip behemoth Intel (NASDAQ: INTC), as the company is still swimming against the tide in a world that is witnessing a rapid decline of personal computers. As pc shipments continue more »

  • Can This IT Giant Really Hit Its Guidance?

    By Lee Samaha - July 23, 2013 | Tickers: ARMH, INTC, MSFT, QCOM

    One of the most fascinating things about investing is how you can find yourself faced with the same sort of questions over and over again. In the case of Intel (NASDAQ: INTC), you're coming up against some classic propositions. What if you like the long term value of the stock, but are concerned about the near-term risk? Moreover, you might like the forward guidance, but how much do you more »

  • TI Bets It All on Internet of Things

    By Dana Blankenhorn - July 23, 2013 | Tickers: ARMH, INTC, QCOM, TXN

    Texas Instruments (NASDAQ: TXN) is a bit like me.

    When I was in school I always retreated when subjects got hard. When math got hard I dropped math. The same with sciences.

    The same with TI. Some 30 years ago, when competition heated up in processors with Intel, TI moved toward digital signal processors, or DSPs. Now that mobile DSPs are becoming a hard place to live, the company is more »

  • The BRICS and the Bathwater

    By Joshua Bondy - July 22, 2013 | Tickers: ARMH, GOOG, YUM

    Has the sun set on Brazil, Russia, India, China and South Africa (BRICS)? With the end of China's commodity boom many people are calling for the end of the BRICS. China's aging population and the government's push to make the economy more consumption oriented means less demand for raw materials. Still, investors have to be careful not to throw out the baby with the bathwater. 

    All Is more »

  • Bargain Buy or Value Trap?

    By Jason Hall - July 22, 2013 | Tickers: ARMH, INTC, MSFT

    With the market at all-time highs, it's getting harder to find bargain stocks. Microsoft (NASDAQ: MSFT) and Intel (NASDAQ: INTC) have just underwhelmed with their earnings announcements. Will the next few market days give investors the opportunity to get a bargain price, or are these two giants of the tech world turning into value traps? Let's take a look.

    How $2 billion in net income can be a more »

  • Is the Cost of Intel's Entry Into Mobile Too High?

    By Mark Hibben - July 19, 2013 | Tickers: ARMH, INTC | Editor's Choice

    Intel (NASDAQ: INTC) reported revenue of $12.8 billion and operating income of $2.7 billion for 2013 Q2.  Revenue grew 2% from Q1 but was down 5% year over year, but more surprising was the nearly 30% decline in operating income from the year ago quarter.  Intel's entry into the mobile business is proving costlier than expected, and Intel management guided slightly lower for the second half.

    Continuing more »

  • Should You Buy These Semiconductor Companies?

    By Shweta Dubey - July 1, 2013 | Tickers: ARMH, INTC, NVDA

    Semiconductor companies, in order to enhance their presence in the market and generate higher revenue, are coming out with new processors. The global semiconductor industry reported sales of $291.6 billion in 2012. The World Semiconductor Trade Statistics estimates that the semiconductor market will grow by 4.5% this year, as compared to 3.2% last year. The new and upgraded processors produced by these companies will fulfill current demand more »

  • 3 Technology Stocks to Consider

    By Damian Illia - June 29, 2013 | Tickers: ARMH, INTC, TSM

    When looking for a new computer, there are certain terms that are common. Intel (NASDAQ: INTC) is one of them. I mean Mac and Windows run on Intel processors today. When looking for smartphones, ARM Holdings (NASDAQ: ARMH) is the equivalent, but the brand is not as visible. Taiwan Semiconductor Manufacturing (NYSE: TSM) is the puppeteer behind the previous two.

    You are the king

    Despite having reported a decline in more »

  • Intel and ARM Entering a Price War?

    By Paul Sangrey - June 25, 2013 | Tickers: AAPL, ARMH, GOOG, INTC

    One of the largest investing stories over the last several years is the decline of the PC and the rise of mobile computing. One of the companies with the most to lose is Intel (NASDAQ: INTC) which controls 85.2% of the PC microprocessor market and receives 64% of its revenues from that sector (J.P. Morgan). Furthermore, Intel made a large bet on Ultrabooks that hasn't panned out more »

  • There Is a 100% Upside in This Giant Chipmaker

    By Nicholas Kitonyi - June 21, 2013 | Tickers: AMD, ARMH, INTC, QCOM

    The semiconductor industry continues to benefit immensely as the smartphone and tablets industries maintain their rapid growth. This growth is not as beneficial to every semiconductor company, however. Qualcomm (NASDAQ: QCOM), along with Advanced Micro Devices (NYSE: AMD), have definitely benefited from the increased sales in smart phones and tablets, but not so for Intel (NASDAQ: INTC), whose main customer is the PC industry, which continues to diminish. Intel is more »

  • Is Licensing the Next Catalyst for NVIDIA?

    By Chris Moore - June 21, 2013 | Tickers: ARMH, NVDA, QCOM

    Despite reporting a strong recent quarter purveyance of GPUs, NVIDIA (NASDAQ: NVDA) is on the hunt for additional sources of revenue. To that end the company has announced a new emphasis on licensing its patent portfolio as an additional revenue stream. The company has been willing to license its technology in the past, providing the design for the GPU in Sony’s (NYSE: SNE) Playstation 3 and licensing visual computing more »

  • Intel Is Fueling for the Ride of Its Life

    By Brendan Marasco - June 20, 2013 | Tickers: ARMH, GOOG, INTL, MSFT

    Do technology companies possess a sustainable competitive advantage? Warren Buffett doesn't think so, primarily because of the heavy R&D budgets that weigh down profits and require them to remain competitive. But with the right synergies, tech firms definitely can achieve massive gains. 

    A Capital Intensive Business

    According to a Booz & Company report, six of the top 10 most innovative companies in the world operate in the technology sector more »

  • AMD Turns to ARM for Support

    By Chris Moore - June 19, 2013 | Tickers: AMD, AMCC, ARMH, HPQ, INTC

    When it comes to servers, Intel (NASDAQ: INTC) has all but won this leg of the race. Rival Advanced Micro Devices (NYSE: AMD) has fallen well behind, much to their chagrin, and to hear them tell it, the market they serve. Both Intel and AMD share the x86 architecture, which serves as the backbone for the majority of PCs and server applications but has yet to make a significant break more »

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