The recent incorporation of Kyndryl Holdings has brought about a new risk in the Corporate Activity and Growth category. Following its separation from IBM, Kyndryl is still dealing with the complexities that come with this transition. The relationship between the two companies is crucial as they are dependent on various transaction agreements. Kyndryl relies on … Read more
ByteDance, the owner of TikTok, is teaming up with Broadcom to develop a sophisticated 5-nanometer AI processor that will comply with US export restrictions. The chip, which is an application-specific integrated circuit (ASIC), is being manufactured by TSMC of Taiwan. This collaboration aims to lower procurement costs for ByteDance and ensure a stable supply of … Read more
Intel has long been the dominant player in the home PC market, facing competition from AMD but holding its own. However, a new competitor, Qualcomm, is now causing Intel to fall slightly in Thursday afternoon trading. Qualcomm’s Snapdragon processors, particularly the Snapdragon X Elite and Plus models, have made significant advancements recently, offering a Windows … Read more
The rise of AI has propelled NVIDIA to new heights in the semiconductor industry, attracting positive investor sentiment and attention. However, investor Paul Franke believes that Intel, despite a challenging year with a significant drop in stock value, may be well positioned to capitalize on the AI revolution as well. Franke argues that the market’s … Read more
Intel’s upcoming Lunar Lake chips are generating buzz, with new details emerging about the series. The flagship version, Intel Core Ultra 9 288V, is expected to offer various new features. The Lunar Lake chips will come equipped with an NPU unit capable of up to 48 trillion operations per second, providing Intel the ability to … Read more
In conclusion, the Fidelity High Dividend ETF (FDVV) offers a unique blend of “new school” dividend stocks like Nvidia along with “old school” dividend stalwarts like Pepsi and Philip Morris. Despite lower returns, these growth stocks are expected to increase their dividend payments over time, making them attractive for dividend funds like FDVV. The ETF … Read more
Broadcom (NASDAQ:AVGO) has experienced a remarkable 96% increase in its shares over the past year, driven by a growing demand for its artificial intelligence chips. Analysts believe that the semiconductor giant is well-positioned to maintain its momentum as it shifts from being a value stock to a growth stock. Bank of America’s Vivek Arya, known … Read more
Oracle recently revealed in its annual report that a potential ban on TikTok in the United States could have a negative impact on its business. As a provider of cloud infrastructure services for TikTok, which has over 150 million users in the US, Oracle could see a decline in revenue and profits if it is … Read more
Intel investors are a diverse group with varying opinions on the company’s direction, but recent developments have led to a slight increase in Intel’s stock price. Stoutbridge Investments filed a lawsuit against Intel, accusing the company of making false and misleading statements about its foundry operations. Despite this legal action, Intel’s foundry business continues to … Read more
Broadcom and Nvidia are two tech giants at the forefront of the artificial intelligence segment, offering enviable returns to shareholders in recent months. Both companies recently announced 10-for-1 stock splits, leading to increased liquidity and stock price rebound. Broadcom, valued at $731 billion, has shown stellar revenue growth thanks to its expansion into enterprise software, … Read more