Cybersecurity

The Only Tech Sector to Invest in and One Stock to Own in It

The Only Tech Sector to Invest in and One Stock to Own in It

The Russian invasion of Ukraine has brought to the fore the importance of many sectors, especially in the commodities space. But it has also reinforced the importance of one tech sector in particular: cybersecurity. In early April, news broke that Russian hackers had launched a cyberattack on the Ukrainian power grid, along with parallel attempts […]

McAfee (MCFE) Reemerges as a Solid Cybersecurity Play

McAfee (MCFE) Reemerges as a Solid Cybersecurity Play

Well-known cybersecurity company McAfee (MCFE) has been around for decades and trades on the major stock exchanges. However, new investors might not know that more than a decade ago, Intel (INTC) bought the company for $7.7 billion in a surprise deal. In September 2016, Intel decided to sell a majority stake in McAfee to private […]

Chip Industry Consolidation Underway

Chip Industry Consolidation Underway

On October 20, the struggling chipmaker Intel (INTC) announced it would sell its money-losing NAND flash memory business to South Korea’s SK Hynix for $9 billion. This appears to be the start of a move toward greater consolidation in the semiconductor industry. More on that later. First, let’s look at what it means for Intel. […]

SoftBank sign at Silicon Valley SoftBank Vision Fund headquarters. SoftBank Group Corporation is a Japanese multinational conglomerate holding company - San Carlos, CA, USA - 2019

Nvidia to Buy Softbank’s Chipmaker

Masayoshi’s Son’s Softbank (SFTBY) is in the news again…this time with a $40 billion cash-and-stock deal to sell its chip design architecture firm, ArmHoldings, to Nvidia (NVDA). SFTBY will receive $21.5 billion in NVDA shares and $12 billion in cash, only a little more than the $32 billion that it paid for Arm in 2016. […]