The TL Podcast for May 6th: On the road to recovery Better-than-expected results from Apple, Qualcomm, On Semiconductor, and upbeat comments from Samsung, boost tech shares. https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-may-6th-on-the-road-to-recovery
… Or catch it on Apple Podcasts: http://
bit.ly/40HBLJg $AAPL $QRVO $QCOM $INFA
@tiernanraytech
-
Tech Giants Show Recovery: Apple, Qualcomm Lead Rally
By
–
-
Qualcomm AI growth and Enovix hardware validation in phones
By
–
Enovix’s saying they are moving to “development” with one unnamed phone company customer was the surprise of the evening. Sell-side most interesting: Qualcomm’s AI luster, Enovix’s validation Qualcomm’s sales to Chinese phone makers suggest artificial intelligence upside,
-
Buffett’s Apple Strategy and ON Semi’s Semiconductor Turnaround
By
–
Sell-side most interesting: Be like Buffett on Apple, ON Semi’s turnaround Warren Buffett knows how to handle Apple shares, by buying the dips, ON Semiconductor offers a weak report that nevertheless provides hope, and there’s a short list of potential buyers for silicon carbide
-
Tech Giants’ AI Spending Surge Drives Nvidia Stock Rally
By
–
The TL Podcast for April 29th: Redeemed by cloud spending Nvidia surged on Friday after Microsoft and Alphabet joined Meta in reiterating their commitment to spend, spend, spend on artificial intelligence, Tesla got a pass on tough questions, and Lam Research and Texas
-
Apple Develops Optimized AI Model Using Stanford Google Research
By
–
Apple builds a slimmed-down AI model using Stanford, Google innovations The phone giant's open-source large language model beats previous models by melding the insights of many researchers. https://
zdnet.com/article/apple-
builds-a-slimmed-down-ai-model-using-stanford-google-innovations/
… @Apple -
Cadence Design and Nvidia rebound forecast analysis
By
–
Sell-side most interesting: Stay with Cadence Design, Nvidia will rebound in May A soggy forecast from Cadence Design doesn’t reflect big potential later this year, Nvidia and chip stocks will rebound in May, Matterport is a two-billion-dollar deal for virtual house tours, and
-
Hashicorp emphasizes cloud transition for recurring revenue
By
–
Hashicorp emphasizes the cloud transition Software maker Hashicorp held an event on Monday at the Nasdaq for its customers in order to highlight the value of moving to its cloud computing software. More cloud business could boost the company’s recurring revenue, but it remains
-
Nvidia plummets: TL20 index records worst day ever
By
–
The TL Podcast for April 21st: Nvidia takes a tumble Nvidia fell on Friday by the most in the two and a half years of the TL20, giving the group its worst day ever. In the absence of any particular news, this event was a healthy right-sizing. Nvidia still has no real competition
-
DigitalOcean CEO Sees Spectacular Opportunity in Generative AI
By
–
Please enjoy my interview with DigitalOcean CEO Paddy Srinivasan DigitalOcean CEO: a ‘spectacular’ opportunity in Gen AI DigitalOcean imploded last summer as the company’s growth slowed considerably. Newly installed CEO Paddy Srinivasan believes the unique needs of generative
-
Competition Against Nvidia in AI Chip Market Intensifies
By
–
My good friend Eric Savitz has published a lovely feature on the competition against Nvidia for Barron's, with excellent data and examples. I've been writing about the AI chip competition to Nvidia for almost a decade. In all that time, no one has put a dent in Nvidia's