My take from yesterday’s Intel INTC Investor meeting is that a big shift in CPUs for Apple AAPL iPhones and iPads may be ahead. Apple does not buy the CPU chip for its mobile devices from vendors like Qualcomm QCOM (QCOM) and NVIDIA (NVDA) but designs its own CPU chip based on ARM architecture. The architecture is provided by U.K.-based ARM
Apple’s iPhone Retina display may soon become obsolete. Apple’s AAPL iPhone 5S Retina resolution is 1136 x 640. Next year, competitors will have resolution of 3840 x 2160. The obsolescence is going to come far sooner than I had even recently expected based on information from Samsung’s Analyst Day. The new trouble for
This bull market is rewarding tech stocks in high-growth areas such as mobile, storage, big data and social media. In my back testing, technology companies in high-growth areas that beat consensus estimates of analysts for earnings significantly outperform the market. Here are three technology companies that reported earnings Thursday
Samsung introduced the Galaxy Gear smartwatch with great fanfare in Berlin, Germany, on September 4, 2013,. It was Samsung’s opportunity to prove once and for all that it is not simply a copycat of Apple. Initial expectations were high. As critics got hold of the smartwatch, they almost universally panned it. The
Shares of GT Advanced Technologies GTAT are up 257% in the past six months, and they have jumped 30% in the past two weeks since Apple AAPL announced that it was Apple is advancing $578 million to GT, and GT will employ over 700 people at Apple’s Arizona facility to manufacture sapphire. On the surface, the
Apple loves sapphire. The iPhone 5S has a sapphire cover over the fingerprint reader and also over the camera. Recently, Apple announced a multi-year agreement with GT Advanced Technologies (GTAT) to produce sapphire on a large scale at an Apple facility in Arizona. Under the agreement, Apple is advancing $578 million to
Mom and pop investors love to read about the stocks that billionaires have been buying or selling. The media is happy to oblige. After all, what is good for the likes of Warren Buffet and Carl Icahn has to be good for mom and pop, right? Wrong! Let me explain why it
On Oct. 16, 2013, I made an unhedged call to consider backing up the truck and buying Twitter shares upon its IPO — for a trade, though, not as an investment. After the stock begins trading in the open market, only skilled traders should consider entering a position. Now, I would
This post was just published on ZYX Buy Change Alert. Apple has bought certain sapphire related patents and secured sapphire supplies from a company called GTAT that we have mentioned before. Rubicon is moving in sympathy. Please note that RBCN is not likely an Apple supplier. What To Do Now? Those in the stock may continue to hold. Those not in
Monday after the close, Apple reported earnings. Dan Gallagher has done an excellent job of covering the numbers here. The only other important information I can add is that the tone of the conference call was very positive. Instead of regurgitating the numbers, I will show you both long – and