Wednesday, December 25, 2024
Later this year, Apple (AAPL) CEO Tim Cook wants to cement his legacy by revealing the company’s ‘next big thing’. He hopes that Apple’s mixed-reality headset will become the next iPhone. The stakes are high for Cook because this is his baby – the first new hardware platform developed entirely under his leadership. The iPhone, […]
Forget about the metaverse. The “next big thing” in the world of technology is Generative AI, a type of artificial intelligence that is capable of producing original content from scratch. Someday—hopefully not too soon—generative AI will be able to write articles like this, thus putting me out of a job. And one of the most […]
In recent years, whenever there has been hype in the computing sector in recent years, the GPUs (graphic processing units) produced by Nvidia Corp. (NVDA) have been involved. GPUs underpin almost all of the most exciting computing developments, from artificial intelligence (AI) to data centers to autonomous driving to video gaming graphics. No wonder then […]
Waters Corporation (WAT), to describe this little-known company most simply, makes tools that help scientists and researchers analyze the safety, quality, and durability of science-based, consumer-facing products. Waters’s tools help its customers perform scientific research by providing them with analytical instruments, services, and supplies. Nearly 90% of the company’s revenue comes from its Waters division, […]
Most of us spend Thanksgiving eating good food, catching up to family, maybe watching a football game. I’m not averse to those things. But as it’s November, I’ll spend a fair bit of time talking about earnings to whoever will listen, too. See, every February, May, August, and November, Wall Street has to open up […]
Taiwan Semiconductor (TSM) has been my favorite semiconductor company for a very long time. It is the world’s largest contract manufacturer of advanced processor chips. And now, Warren Buffett has joined the Taiwan Semi fan club. On November 14, a filing with U.S. securities regulators showed that Buffett’s Berkshire Hathaway (BRK.B and BRK.A) had purchased […]
There is no doubt that semiconductor stocks have underperformed the overall stock market. Since early October, the S&P 500 Index ETF (SPY) has outpaced the Semiconductor Index ETF (SOXX) by 26%. A big reason for this was because several large consumer-facing companies found themselves with too much inventory. Companies that make electronic consumer goods, such […]
Elon Musk has certainly been busy: first, he bought Twitter, and now there’s news that his car company, Tesla (TSLA), may be looking to take a major stake in one of the world’s mining giants. The Financial Times reports that last year, Tesla began preliminary talks with Swiss commodities company Glencore (GLNCY) about taking a […]
On September 15, Adobe (ADBE) agreed to purchase the privately held design software company Figma for roughly $20 billion. The purchase price, which Adobe will pay half in cash and half in stock, is double what Figma was valued at in its most recent private funding round in 2021, and 10 times its 2019 valuation. […]
Last week, several formerly high-flying, large-cap tech stocks fell back to earth after disappointing third-quarter earnings results. Investors counting on these well-known names will be disappointed. Instead, it’s time to look at companies that put investors first… Third-quarter earnings from Alphabet (GOOG), Microsoft (MSFT), and Meta Platforms (META) came out on Wednesday, October 26. Much […]
