Please enjoy my interview with Trend Micro COO Kevin Simzer Trend Micro: Cyber-security with unusual appeal With a large dividend yield and a pledge to return all excess net income to shareholders, Trend Micro is a cyber-security legend that gives investors exposure to the
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iPhone 16 AI Impact: Apple Waits for iPhone 17 Breakthrough
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Wall Street’s Best Ideas: Will AI be any lift to iPhone 16? Apple might have to wait until iPhone 17 for the real AI payoff, bulls on Broadcom are undaunted in their faith in an AI payoff, and ASML has not “peaked” despite assertions to the contrary, and “high-bandwidth memory”
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Wall Street Recommends Trade Desk Buy, Super Micro Dump
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Wall Street’s Best Ideas: Buy Trade Desk, dump Super Micro The Trade Desk is set to ride the continued expansion of streaming, Astera Labs is worth a buy at its knocked-down valuation, and Super Micro really has some explaining to do if it wants to lure back investors.
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Wall Street’s Chip Stock Selloff: Nvidia, Amphenol, Intel Analysis
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Wall Street’s Best Ideas: No one knows why the chips are down No particular reason for mass-selling of chip stocks, but suggestions about a detail of Nvidia’s Blackwell chip are offered, as Amphenol takes it on the chin, and rumors continue to swirl about Intel, this time about
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Nutanix CEO eyes Cisco Dell opportunities against VMware
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Please enjoy my interview with Nutanix CEO Rajiv Ramaswami Nutanix CEO: Cisco, Dell ‘could be a good lift for us’ Poaching customers from its biggest competitor, Broadcom’s VMware, will take time, Nutanix’s CEO, Rajiv Ramaswami, has told the Street. Cisco and Dell will be a
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Startups spending billions on AI infrastructure fuels Nvidia growth
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Nvidia: startups are spending ‘tens of billions’ on AI infrastructure The world of tech startups building businesses on top of “generative AI” is fueling enormous revenue for the cloud companies buying all those Nvidia GPUs, says CEO Jensen Huang. Is that a bubble?
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Nvidia Beats Earnings but Stock Slides Six Percent
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I’m not surprised by the stock slide; the shares had been up twenty-seven percent in three weeks leading up to the report. Ergo, sell on the news. Nvidia beats, boosts buybacks, but shares slide Nvidia’s report showed less upside than in prior quarters, prompting a six-percent
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Wall Street’s Best Ideas: AI Arms Race Accelerates
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Wall Street’s Best Ideas: AI arms race keeps going OpenAI explains why they are so confident in spending billions on AI, buy-side expectations are pretty high for Nvidia’s October-outlook, bull and bear dismiss Hindenburg’s short story on Super Micro, and Ambarella and Box seem
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Cerebras Debuts World’s Fastest Inference Technology
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It was an interesting couple of days hearing from Cerebras about their move into inference. I think the company made a compelling pitch for different technology needed to enable different kinds of Gen AI queries. AI startup Cerebras debuts ‘world’s fastest inference,’ with a
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CrowdStrike Disaster Drives Observability Focus in Enterprise
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Please enjoy my interview with Dynatrace CEO Rick McConnell Dynatrace CEO: CrowdStrike, industry consolidation, have brought new opportunities The CrowdStrike disaster last month has focused customers on the importance of “observability,” says Dynatrace CEO Rick McConnell. At