• This Dominant Chipmaker Is a Buy

    By ANUP SINGH - August 19, 2013 | Tickers: INTC, NVDA, QCOM

    Those who keep a tab on the mobile computing industry need no introduction to Qualcomm (NASDAQ: QCOM), which is well-known as a leading player in the design, development, and marketing of digital telecommunication products and services. It has a large exposure to the mobile computing space, which some see as too much of a risk. But the manufacturer of the famed Snapdragon processors dominates the mobile baseband processor market like more »

  • Are Chip Makers Hoarding Your Cash?

    By Callum Turcan - August 15, 2013 | Tickers: AAPL, NVDA, QCOM

    What would you do with $30 billion? Qualcomm's (NASDAQ: QCOM) CEO says it needs to keep its cash to maintain its dominance in the mobile phone chip market.

    Qualcomm pays out a 2.1% dividend yield with a payout ratio of 28.65% which could easily be raised to a higher level. While the CEO Jacobs has stated that Qualcomm needs to keep its massive cash balance sheet to more »

  • The Mobile Gaming Revolution

    By Timothy Green - August 15, 2013 | Tickers: NVDA, QCOM

    In the world of mobile processors NVIDIA (NASDAQ: NVDA) has struggled to make inroads in a market dominated by Qualcomm (NASDAQ: QCOM). The Tegra 3 was released at the end of 2011 and saw some success, most notably finding its way into Surface RT and the console of the Tesla Model S. The Tegra 4 was delayed to push the Tegra 4i, a version with a built-in LTE modem, and more »

  • An Android Tsunami to Wash Away the Video Game Establishment

    By Sam Mattera - August 15, 2013 | Tickers: AMZN, GOOG, NVDA

    First it was indie projects like the Ouya. Then a major tech company, NVIDIA (NASDAQ: NVDA),  stepped into the market with its handheld SHIELD. Next came reports that Google (NASDAQ: GOOG) was working on a console of its own. And now, Internet retailer Amazon (NASDAQ: AMZN) is said to be preparing a console to be released this year.

    All these devices have two things in common: they’re designed to more »

  • NVIDIA’s Tegra Is Losing Its Wheels

    By Harsh Chauhan - August 14, 2013 | Tickers: GOOG, NVDA, QCOM

    When chipmaker NVIDIA (NASDAQ: NVDA) recently released its second-quarter results, it became clear that the company is struggling. It was not surprising to see the company’s revenue and earnings fall from the year-ago period, given the fact that the PC market has been on shaky ground and NVIDIA’s mobile initiative has failed to take off -- rather it’s going downhill at the moment.

    While investors might rave about more »

  • 3 Notable Chip Stocks

    By Hussain Asghar - August 14, 2013 | Tickers: AMD, NVDA, QCOM

    According to a report by Jon Peddie Research, global sales of computer graphics software and hardware should reach $142 billion by 2016, up 17% from this year. With the revival of the economy and increased consumer spending on graphics software and hardware, I can see very bright future prospects for this part of the semiconductor industry. That’s why I have considered NVIDIA Corporation (NASDAQ: NVDA), and some of its more »

  • NVIDIA’s Radical New Technology Could Destroy Console Gaming

    By Sam Mattera - August 13, 2013 | Tickers: AAPL, GOOG, NVDA

    Forget about Microsoft’s Xbox One. Never mind Sony’s PlayStation 4. The world’s best-looking video games could be coming to your tablet -- not your console.

    Chip maker NVIDIA’s (NASDAQ: NVDA) Project Logan could destroy traditional console gaming as we know it. Early videos of the technology in action are impressive, to put it mildly.

    Somehow, NVIDIA has managed to imbue tablets with insane graphical capabilities. As this more »

  • Is it Time to Buy Qualcomm?

    By Adetokunbo Abiola - August 13, 2013 | Tickers: INTC, NVDA, QCOM, TXN

    A world leader in delivering innovations in communications, Qualcomm (NASDAQ: QCOM) is committed to developing mobile chips to customers in the smartphones market. Its success also comes from the prominence of its Snapdragon solution in a broad set of flagship smartphones. The stock has risen 6% in the past one year. While the opportunities in the 3G/4G sector around the globe will improve its stock price, there are even more »

  • 1 Stock to Profit From the Booming Gaming Market

    By Timothy Green - August 12, 2013 | Tickers: AMD, MSFT, NVDA | Editor's Choice

    With shares of NVIDIA (NASDAQ: NVDA) falling after its Q2 earnings release, it seems that investors are focusing on what matters least. Total revenue and profit fell year-over-year, dragged down by a huge decline in the mobile Tegra business, but this was expected and doesn't really matter. The core GPU business is growing, and right now, NVIDIA offers an investment opportunity with little downside and an ample margin of more »

  • AMD Stocks Could be the Next Intel

    By Mandy Seay - August 7, 2013 | Tickers: AMD, INTC, MSFT, NVDA

    Would you invest in a company that consistently comes in second or third? Advanced Micro Devices (NYSE: AMD) has demonstrated over the last couple of years that it can never compare to Intel (NASDAQ: INTC). Moreover, when it comes to stocks, investors do not trust a company that is overwhelmed with debt and cash flow problems. In the last couple of years, Advanced Micro Devices (AMD) has partnered with other more »

  • There Are Over 100 Million Reasons to Doubt Activision Blizzard

    By Sam Mattera - July 31, 2013 | Tickers: ATVI, AAPL, GOOG, NVDA

    Activision Blizzard (NASDAQ: ATVI) has been a hot investment. The world’s second largest gaming company has seen its shares jump over 17% since last Friday.

    The catalyst has been the purchase of Vivendi’s majority stake. The resulting reduction in uncertainty, combined with the upcoming console refresh, has lifted shares to a multi-year high.

    Yet, despite Activision’s recent resurgence, there are reasons to be skeptical of the company more »

  • Is This Semiconductor Stock a Buy?

    By Meena Krishnamsetty - July 25, 2013 | Tickers: AMD, INTC, NVDA, TXN

    In mid-July, Intel (NASDAQ: INTC) reported its results for the second quarter of the year. Revenue was down 5% versus a year earlier, as shifts in consumer preferences continue to reduce demand for PCs and therefore, for many of Intel’s products. Operating expenses, including R&D and SG&A, have not changed much and as a result, the company recorded a 29% decline in net income. This is about more »

  • This Company Looks Stagnant But Is Still Going Strong

    By tarun bachhawat - July 23, 2013 | Tickers: BRCM, NVDA, QCOM

    When someone expects a lot from you, it might either put a lot of pressure on your performance or even your best might not please them. This is actually what is happening with Qualcomm (NASDAQ: QCOM) because despite stellar top and bottom line growth at nearly 24% year-on-year in the last five years, the stock has appreciated just 15%. The company is soon releasing its third quarter earnings; let’s more »

  • 3 Reasons Why AMD Could Turn Around

    By Piyush Arora - July 23, 2013 | Tickers: AMD, INTC, NVDA

    If we take a look at the charts, shares of AMD have lost around 90% of their value since 2006. Over the same period, its gross profits have nearly halved, while its operating cash flows have shrunk by 127%. With a debt/equity ratio of 493% and fiscal year 2012 losses mounting to $793 million, it is hard to find a single metric that proposes a buy rating for Advanced more »

  • Investing in Innovative Chipmakers

    By Phillip Woolgar - July 20, 2013 | Tickers: ALTR, ADI, NVDA

    Often, investing in industries that aren't very interesting allows you to profit from companies that others might not pick up on right away. The semiconductor business is one of those industries, and several companies show tremendous growth potential due to their innovative nature. 

    According to IDC research, the semiconductor growth rate could double by the end of this year. While I think many of the smaller chipmakers could be more »

  • Can Shield Win the Game for NVIDIA?

    By Dhara Thakkar - July 15, 2013 | Tickers: NTDOY.PK, NVDA, SNE

    Nvidia (NASDAQ: NVDA) has pioneered the art and science of visual computing. The company's technologies are transforming a world of displays into a world of interactive discovery - for everyone from gamers to scientists, and consumers to enterprise customers. But has the delay in its latest gaming device release worked for or against the company's new venture plan? Let's take a look.

    The plan

    NVIDIA, a graphics-chip specialist more »

  • A Strategic Shift For This Tech Company

    By Timothy Green - July 10, 2013 | Tickers: AAPL, NVDA, QCOM

    Sometimes a company needs to adapt to a changing market, and NVIDIA (NASDAQ: NVDA) has recently done just that. The graphics chip company, which traditionally has made its own chips, announced recently that it would begin to license its graphics technology to other companies. This is a dramatic change in the company's business model and could result in significant streams of high-margin revenue.

    Plagued by delays

    NVIDIA has faced more »

  • Buy on Cheap Valuations

    By Red Chip - July 10, 2013 | Tickers: AMD, INTC, NVDA

    Brian Krzanich took over as chief executive of Intel (NASDAQ: INTC), replacing Paul Otellini at a recent shareholders meeting. Krzanich has been an Intel employee for 31 years with little exposure to the mobile space. After 40 years of continuous service, Former chief executive Otellini announced in last November that he will step down in May to enjoy his retirement. Intel is facing a decline in the PC processors market more »
  • Buy on Cheap Valuations

    By Red Chip - July 6, 2013 | Tickers: AMD, INTC, NVDA

    Brian Krzanich took over as chief executive of Intel (NASDAQ: INTC), replacing Paul Otellini at a recent shareholders meeting. Krzanich has been an Intel employee for 31 years with little exposure to the mobile space. After 40 years of continuous service, Former chief executive Otellini announced in last November that he will step down in May to enjoy his retirement life. Intel is facing a decline in the PC processors 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 »

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