Latest Articles
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Nvidia’s Tegra 2 Highlighted at Computex
In Computex trade show that concluded recently in Taiwan, Nvidia (NASDAQ:NVDA) highlighted the success that it has been having with its Tegra 2 processors. This is helping the company in competing against players like Qualcomm (NASDAQ:QCOM) and T...
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Telecom Sector – Key Updates
Week Update: Technology Sector News Below we present a summary of key updates that might be of interest to investors interested in technology stocks. Many of these stocks have dropped due to downward market movement driven by macro factors like ...
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Slow Demand in China for Nvidia
Nvidia (NASDAQ:NVDA) could potentially see some of its sales hampered due to technological advances that Intel (NASDAQ:INTC) and AMD (NYSE:AMD) have made in recent times. An analyst from Pacific Crest has noted that Nvidia’s Q2 2011 sales i...
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The 4 Sources of Value for Nvidia’s Stock
Nvidia (NASDAQ:NVDA) has been making moves to establish a greater stronghold in the computing and graphics market. With its push into PC CPUs, Nvidia looks to take Intel (NASDAQ:INTC) and AMD (NYSE:AMD) head on, on their own turf. And the company...
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Nvidia’s Tegra 2 Chips Gain Traction
Nvidi’a (NASDAQ:NVDA) push into mobile is starting to pay off as results from the first batch of Android devices using Tegra 2 are leading to greater demand for Nvidia’s chips. While some uncertainty in the PC market remains, Nvidia h...
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PC Market Growth Slows in Q1, Risk For Nvidia?
According to PC market estimates released by Gartner, a market research firm, the market for PCs slowed down significantly in Q1 of 2011. This was not just a seasonal decline, it was indicative of much more than that. A decline of about 1.1% was ...
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Deal with HP Highlights Nvidia’s Dominance and Tesla’s Success
Hewlett-Packard (NYSE:HPQ) is going to build a new server that will contain up to 8 GPUs from Nvidia (NASDAQ:NVDA). The server is aimed at the high performance computing market and will be using Nvidia’s Tesla GPU model. This illustrates Nv...
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Nvidia Paid a Fair Price for Icera
Nvidia (NASDAQ:NVDA) recently agreed to acquire Icera, which offers baseband processors for smartphones and tablets. Below we examine the price that Nvidia paid for Icera, and conclude that Nvidia probably paid a fair price for the company. The a...
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Nvidia Acquires Icera as Baseband Chipset Market Heats Up
Nvidia (NASDAQ:NVDA) recently acquired Icera, which offers baseband processors for smartphones and tablets, for a valuation of $367 million in cash. This acquisition gives Nvidia the chance to strengthen its chipset business, and compete against ...
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AMD Gains in Discrete Graphics Market Share, So What?
Advanced Micro Devices (NYSE:AMD) recently reported its Q1 earnings and based on we have updated our price estimate to $9.63 from $8.85. Besides talking about the adoption of its Brazos platform, AMD also highlighted growth in its mobile discrete...
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Intel’s Earnings Preview, What We’re Watching
We expect Intel (NASDAQ:INTC) to report its Q1 2011 earnings on April 19. We take this opportunity to take a look at some of the key aspects of earnings that investors might watch out for given that Advanced Micro Devices ‘ (NYSE:AMD) Braz...
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AMD Earnings Preview, What We’re Watching
Advanced Micro Devices (NYSE:AMD) should report its Q1 2011 earnings on Apr 21. We take this opportunity to take a look at some of the key aspects that investors should watch out for given the spate of news and industry developments that impact c...
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AMD Eyes Android Platform & Sees Large Gains in Mobile
Advanced Micro Devices (NYSE:AMD) is now hiring Android driver development engineers which indicates that the company is clearly looking to make a push into mobile computing. It will not only compete against ARM-based mobile chip producers like N...
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Nvidia May Need to Beef Up its Tegra 2 Chip
While Nvidia (NASDAQ:NVDA) made headlines this year with its launch of the world’s first dual-core processor for mobile devices (Tegra 2), Apple (NASDAQ:AAPL) replied with its own competitive A5 processor for the iPad 2. Apple’s proce...
