NFC is what gives Samsung’s Galaxy phones the ability to transfer files with a quick tap. More importantly, it’s been the key technology behind mobile payments.
Isis, the mobile payment solution backed by the major US cellular companies (Verizon, AT more »
Bearishness in Apple is creating an opportunity for investors interested in the company's component suppliers. When Apple traded below $400 intraday, the decline was based on worries from an analyst that the company had high iPhone channel inventories. Wal-Mart and AT&T also said they would cut the price of the iPhone 5 to $129 on a 2 year contract. Apple, along with suppliers, sold off in recent sessions more »
Micron Technology (NASDAQ: MU) is one of my favorite speculative tech plays, but lately I think shares may have gotten a little bit ahead of themselves. In fact, shares have ridden the recent bull market so much that shares have more than doubled over the past eight months. Having said that, I still think that this company has a bright future ahead of it, I’m just not sure that more »
The earnings season is now underway, helping investors separate the good companies from the struggling ones. A strong report is especially important for investors holding positions in technology stocks.
A few notable companies that reported earnings are listed in the table below. The results are especially relevant for investors exposed to the semiconductor, co-operate server, and the PC market:
Recent Price ($)
4,130,730 more »
The semiconductor industry has recently been receiving favorable commentary given the improving macro environment. In one of my earlier posts, I discussed briefly how an investor can make money by playing one of the themes on this industry. This time around, I have picked up two such stocks that are expected to witness bottom-line expansion in the near future.
NXP Semiconductors N.V. (NASDAQ: NXPI)
The Street maintains a positive more »
"New opinions are always suspected and usually opposed without any other reason but because they are not already common."
- John Locke, 1689
Disruptive companies are likely the most feared and least understood in the market.
That's quite a statement, but there's a good reason for it. These companies aim to change the way that the world currently does things (or, at least how it spends money). That "current more »
At the beginning of October, billionaire Ken Griffin’s Citadel Investment Group owned 3.3 million shares of Fairchild Semiconductor International (NYSE: FCS), a $1.9 billion market cap designer and manufacturer of integrated circuit products. This was over five times what the large hedge fund had owned three months earlier, suggesting that Griffin and his investment team were bullish on the stock (see the rest of Griffin's stock more »
Since November this year, the longtime CEO of Analog Devices (NASDAQ: ADI), Jerald Fishman, has sold company shares in the open market when the share price of this integrated circuits manufacturer reached its 52-week high. The 60,000 shares have been sold at around $40.64 - $41.12 per share, with a total transaction value of nearly $2.5 million. During the same time, several other insiders have been exercising more »
‘Technology’ is a key word in the modern world, as we can see that we are growing globally in every field such as defense, aerospace industries and consumer products. Analog Devices, Inc. (NASDAQ: ADI) is a leader in providing the world with newest technology in the field of high performance semiconductors and signal processing applications.
What makes them the leader in their field?
Analog have strong competitors like ST micro more »
Analog Devices (NASDAQ: ADI) belongs to the technology sector and, more specifically, the Semiconductor – Integrated Circuits Industry. It designs, manufactures, and markets the analog, mixed-signal, and digital signal processing integrated circuits (ICs) which are used in a wide range of electronic equipment and energy management systems including aerospace and defense electronics. Its fourth quarter results showed weakness across the board with revenues decreasing by 9.8% for the year and more »
Analog Devices (NASDAQ: ADI) engages in the design, manufacture, and marketing of analog, mixed-signal, and digital signal processing integrated circuits (ICs) used in industrial, automotive, consumer, and communication applications. The company recently declared its fourth quarter earnings, generating a gross margin of 63.8%, down by 179 basis points (bps) sequentially and 52 bps year over year, below management’s gross margin prediction of 65%.
Analog Devices has more »
When I was preparing for my CFA exam my “BA II Plus” Texas Instruments was of great help to me. The Texas Instruments (NASDAQ: TXN) financial calculator was a boon for me then, but unfortunately I cannot say the same about the semiconductor industry as a whole. There have been signs of improvement in telecom infrastructure, but the consumer electronics and auto build rates are still slow thanks to concerns more »
According to a 13G filed with the SEC, Citadel Investment Group owns just over 30 million shares of LSI Corporation (NASDAQ: LSI). At the end of June Citadel, which is managed by billionaire Ken Griffin, had owned 25 million shares and this had represented a doubling of the fund’s position from the beginning of April. Find more stocks that Citadel bought during the second quarter. LSI provides semiconductor products more »
No sir, those were not typos in my article title. I did indeed say “the iPhone 6” and “2013”. Although the iPhone 5 was only officially announced last week and will not go on sale until Friday of this week, I am already thinking about 2013 and what we could possibly expect from Apple’s (NASDAQ: AAPLAAPL)) iPhone 6 release.
Around this time next year, what will CNBC, The Motley Fool, CNET and Apple fanboys and girls all be buzzing about? Asking that question this early is not as silly as you may think. Acquisitions by Apple, new product releases by other companies and promising technologies currently being developed can give us clues as to a possible future for Apple’s flagship product.
With hype turning to near frenzy as we move toward the impending release of the iPhone 5 from Apple (NASDAQ: AAPL), consumers and investors are abuzz with suggestions on how to derive profits from the release. After a direct investment in Apple, buying shares of Qualcomm (NASDAQ: QCOM) seems to be the most popular suggestion. Given the wide exposure the company’s 4G LTE chip has gotten over the last more »
In the future, Near Field Communications (NFC) may be part of our lives in a big way. It has the potential to change our lives by making shopping, public transportation, sharing data, and overall life more convenient.
It can act as a gateway to the future by officially placing the smartphone at the center of our daily lives. No more IDs, credit cards, bus tickets, boarding passes, car keys, house more »
If there was anything that can help your company turn some heads, it is to be involved with the new iPhone. Based on the rumors surrounding the iPhone 5 release this fall, the company that will be on a lot of investors' tongues will be NXP Semiconductors (NASDAQ: NXPI).
This Dutch semiconductor company is going to be talked about for some time because of its position in the near field more »
I am continuing to add exciting growth stocks to the watch list of my paper trading portfolio that I call the “No Drip, No Mess” Portfolio. Today I am adding three companies that are each involved in different aspects of the mobile industry. I recently added one company from my watch list to the portfolio in a trade that was accomplished using none of the original capital, as the investment more »
For years now I have been pursuing a balanced strategy of investing in income producing stocks while also taking a flyer on the next big thing. I thought it would be an educational and hopefully profitable exercise to formalize my strategy for all to see and to track its progress.
If you read my mini investing bio you’ll see that, “I am a big believer in writing options to more »
When looking for potential growth companies to invest in we often look at the potential of their technology to change the way we interact with something, create a whole new market or radically improve upon what’s already out there. If I had a crystal ball and could predict that Apple would, after releasing the iPod, go onto revolutionize smart phones and create a whole new market for tablets it more »
- Page 1 of 2