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NVIDIA

  • Is Licensing the Next Catalyst for NVIDIA?

    By Chris Moore - June 19, 2013 | Tickers: AAPL, ARMH, GOOG, INTC, NVDA, QCOM, SNE

    Despite reporting a strong recent quarter purveyor 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 »

  • What is the Best Semiconductor Strategy?

    By Alexander Cho - June 19, 2013 | Tickers: NVDA, QCOM, TSM

    NVIDIA (NASDAQ: NVDA) is definitely on its way to becoming a more profitable company as the company announced in a recent press release that it would be licensing its GPU cores, and visual computing patent portfolio to device manufacturers.

    The likely beneficiaries are the device manufacturers, NVIDIA, and pure-play foundries like Taiwan Semiconductor Company (NYSE: TSM).

    Growing gross margins for NVIDIA

    Source: Ycharts

    Over the past ten-years, NVIDIA has been more »

  • Low-Key and Creeping Up On Its Competitors, But Is It a Buy?

    By Mike Thiessen - June 18, 2013 | Tickers: AMD, INTC, NVDA

    Semiconductor manufacturer Advanced Micro Devices (NYSE: AMD) has had a rough run over the past several years. The company has always played second fiddle to Intel (NASDAQ: INTC), and it has recently lost ground to several upstart chip-makers and cloud companies as well. While it would be premature to say that AMD is now on equal footing with Intel, several encouraging developments could support the firm's growth in the more »

  • Should you chip in on this Semiconductor

    By ROUNAK KHEMKA - June 18, 2013 | Tickers: BRCM, INTC, NVDA, QCOM

    The technology sector is known for two things , growth and risk. The latter part is averted to a great extent when one is dealing in the stock of a company as fundamentally strong as Qualcomm (NASDAQ: QCOM). It is a rare company with a market leading dominant position in a growing business. Qualcomm's business model consists of selling both chipsets as well as collecting royalties on the 3G, 4G more »

  • Which Way is AMD Heading?

    By Raj S - June 17, 2013 | Tickers: AMD, INTC, NVDA

    Tech sector has been buzzing with lots of exciting announcements. Microsoft Corp. announced it brand new gaming console, while Apple Inc. released new OS versions and music service. Closer to home, Advanced Micro Devices Inc. (NYSE: AMD) saw its arch rival Intel Corp (NASDAQ: INTC) unveiling new power-saving range of chips under the title of Haswell. Among all these high profile announcements, AMD is looking a little lost and it more »

  • The Best Semiconductor Bet in the Smartphone Market

    By Red Chip - June 14, 2013 | Tickers: INTC, NVDA, QCOM

    Qualcomm (NASDAQ: QCOM) is a semiconductor company that designs and manufactures wireless technology products and services. It has three business units: Qualcomm Technology Licensing Division (QTL), Qualcomm Technologies, Inc. (QTI) and Qualcomm CDMA Technologies. The company has emerged as the leading smartphone vendor in the market, and industry trends show that it will continue to dominate this space.

    Financial performance

    Qualcomm's revenue rose by 24% in the second quarter more »

  • This Week’s Biggest Gaming Announcement Might Have Had Nothing to do With E3

    By Salvatore "Sam" Mattera - June 14, 2013 | Tickers: AAPL, GOOG, NVDA

    This week, much of gaming’s future was revealed at the Electronic Entertainment Expo (E3). Both Microsoft and Sony announced the prices of their next consoles -- set to be released this fall -- and demonstrated a number of games.

    And yet, this week’s biggest game-related announcement might have been Apple’s (NASDAQ: AAPL) upcoming mobile operating system, iOS 7.

    Now, for the first time, Apple will openly support third party more »

  • Four Companies Across Three Tech Sectors that You Need to Follow Closely

    By Jayson Derrick - June 13, 2013 | Tickers: AMZN, BRCM, INTC, NVDA

    In 2003, laptops outsold desktop computers for the first time ever. This was just ten years ago, and so much has changed since. Technology trends are rapidly changing and it can be difficult for investors to keep up. Are desktop computers still relevant? Are tablets a "fad," or are they here to stay? These are the questions that investors need answered to make solid tech investment decisions.

    PC demand is more »

  • Why This Semiconductor Company Still Rules

    By tarun bachhawat - June 13, 2013 | Tickers: INTC, NVDA, QCOM

    Mobile-chip giant, Qualcomm (NASDAQ: QCOM)has been a safe bet throughout the last decade for its investors. Its dominance in the mobile sector makes it an investor’s darling, as it’s the sector of technology that has traction, and it is still gaining traction. Let’s see why Qualcomm stands tall over its competition.

    Qualcomm has been a market leader in manufacturing LTE chips for smartphones and held nearly more »

  • Can Investors Pocket Big Gains From Apple’s “Innovation?”

    By Ken McGaha - June 11, 2013 | Tickers: AAPL, CRUS, NVDA

    I am quite sure that I was no different from most people in my thinking of Apple (NASDAQ: AAPL) as one of the most innovative businesses in the world. However, upon closer investigation, it is pretty easy to find that many of Apple’s supposedly innovative advances actually resulted from acquisitions. The current McIntosh operating system was built around NeXT, which was acquired in 1996 from Steve Jobs, who returned more »

  • The Meaning of Haswell and What It Might Do for Intel

    By Timothy Green - June 6, 2013 | Tickers: ARMH, INTC, NVDA

    On June 3, Intel (NASDAQ: INTC) officially launched its Haswell line of processors. Haswell replaces the Ivy Bridge line of processors and is aimed at desktops, servers, and laptops. Intel's other line of processors, Atom, is designed for low-power applications like tablets and smartphones. Although Haswell is the more powerful architecture, the power used by these new chips has been greatly reduced over the previous generation, meaning that ultrabooks more »

  • 3 Chip Makers to Benefit From the Latest Technology

    By Damian Illia - June 3, 2013 | Tickers: MXIM, NVDA, QCOM

    Within the tech segment, some chip and chip-related product manufacturers and designers look well placed to benefit from the booming smartphone and tablet industry. Qualcomm (NASDAQ: QCOM), NVIDIA (NASDAQ: NVDA), and Maxim Integrated Products (NASDAQ: MXIM) are three companies that offer EPS consensus growth rates above 10% going forward, and come at reasonable valuations while also paying out bulky dividends. As the switch from older technologies to smartphones continues around more »

  • 3 Radical Video Game Systems are Trying to Shake Up the Market

    By Salvatore "Sam" Mattera - May 31, 2013 | Tickers: GOOG, MSFT, NVDA

    Forget Microsoft’s (NASDAQ: MSFT) next Xbox. Ignore Sony’s PlayStation 4. Three other companies are hoping to disrupt the video game landscape this year with other, alternative consoles.

    For those on a budget, there’s the Ouya, a cheap cube running Google’s (NASDAQ: GOOG) Android operating system. Also this year, the first of the Steam Boxes should be available, bringing an alternative form factor to PC gaming. Lastly more »

  • Is This Chip Play a Good Bet?

    By Red Chip - May 31, 2013 | Tickers: AMD, INTC, NVDA

    Advanced Micro Devices (NYSE: AMD) is an American semiconductor company. It manufactures computer processors and technology devices. Its main products are motherboards, microprocessors, chipsets and graphic processors. 

    AMD has been in trouble due to falling sales in the PC industry, its primary client. This is the very reason AMD shares have under-performed in the last few quarters. In a recent move, the company is trying to establish its presence in more »

  • PC Chips Are Still A Big Problem

    By Reuben Brewer - May 30, 2013 | Tickers: AMD, INTC, NVDA

    Intel (NASDAQ: INTC) has been suffering for years because of its image as a personal computer chip maker. That's a legitimate knock on the company. Interestingly, Advanced Micro Devices (NYSE: AMD) has seen its shares nearly double on news of game console chip wins. However, that's not enough to make it a better option than Intel or a lesser-known chip player.

    Mobile

    The technology industry is infatuated with more »

  • Buy These Tech Stocks at Lower Prices

    By Timothy Green - May 30, 2013 | Tickers: AAPL, MSFT, NVDA

    As the stock market has roared higher since the beginning of the year opportunities to buy bargain stocks have largely dried up. Many stocks that were trading at absurd lows during 2012 have run up significantly since then. Some are still reasonable values today, but many investors are likely kicking themselves for not buying shares earlier.

    The good news is that there is a way to get paid to wait more »

  • This Semiconductor Will Rise on Handheld Bets

    By Red Chip - May 30, 2013 | Tickers: AMD, INTC, NVDA

    Brain Krzanich has taken over as chief executive of Intel Corporation (NASDAQ: INTC), replacing Paul Otellini at Intel's 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, Paul had announced in last November that he will step down in May to enjoy his retirement life.

    Targeting the mobile market

    Intel more »

  • Microsoft's Most Important Hardware

    By Mark Hibben - May 24, 2013 | Tickers: AMD, MSFT, NVDA, SNE

    The Xbox One, revealed by Microsoft (NASDAQ: MSFT) on May 21, demonstrated extremely impressive capabilities not only as a game platform, but as a multimedia PC.  Xbox One's brilliant combination of hardware and software positions it to become the center of the consumer's living room and a certain hit this holiday season, when it becomes available.  As a demonstration of Microsoft's growing hardware prowess, Xbox One will more »

  • Aptly-Named Contrarius Investment Making Some Contrarian Moves

    By Meena Krishnamsetty - May 23, 2013 | Tickers: AAPL, GCI, GOOG, NVDA, NYT

    As hedge funds’ Q1 13F filings continue to flutter in, we have a unique opportunity to get a hand-on look at each of these major players’ best equity picks. See the original 13F of Contrarius Investment, the fund we'll be focusing on, here.

    The top dog

    Apple (NASDAQ: AAPL) has kept its number one spot in the fund’s top five equity holdings, and actually saw the size of more »

  • Why This Gaming Console Is Destined to Fail

    By Leo Sun - May 22, 2013 | Tickers: GOOG, NTDOY.PK, NVDA, SNE

    There's no point in being nice about it - Nvidia’s (NASDAQ: NVDA) upcoming portable game console, Shield, will bomb. Nvidia, which I have been bullish on due to its dominance of the graphics cards field, is about to shoot itself in the foot with a bizarre portable game console that is designed as a hybrid Android and portable PC gaming platform.

    Why am I so convinced that the Nvidia more »

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