Analog Devices drops eight percent, but CEO promises a ‘soft landing’ The main culprit is China, where sales deteriorated after a healthy start in February. https://
thetechnologyletter.com/the-posts/anal
og-devices-drops-eight-percent-but-ceo-promises-a-soft-landing
… $ADI #semiconductors #earningsseason #China #automotive #LifeSciences
@tiernanraytech
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Analog Devices Stock Falls Amid China Sales Slowdown
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Apple Headset Strategy: Merrill Lynch Investment Analysis
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Apple headset: don’t dismiss it, says Merrill Lynch How bad could it be? https://
thetechnologyletter.com/the-posts/appl
e-headset-dont-dismiss-it-says-merrill-lynch
… $AAPL #virtualreality #WWDC -
Palo Alto confirms cyber-security sector healthy growth trend
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Palo Alto confirms cyber-security’s healthy trend Keeping costs in line has led to a “Rule of 47” that analysts like. https://
thetechnologyletter.com/the-posts/palo
-alto-confirms-cyber-securitys-healthy-trend
… $PANW $FTNT $ZS $CRWD #cybersecurity #investing #earningsseason -
Tech Stock Winners Predicted by Major Analysts in AI Semiconductor Sector
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Mammoth AI reports from Needham, Deutsche, others predict tech stock winners Picks such as Cerence and Vicor are interesting food for thought. https://
thetechnologyletter.com/the-posts/mamm
oth-ai-reports-from-needham-deutsche-others-predict-tech-stock-winners
… $NVDA $MU $CRNC $VICR $MPWR #artificialintelligence #AI #semiconductors #ChatGPT #investing -
Mizuho recommande Micron: China manque d’alternatives semiconducteurs
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Micron Technology: Buy it, says Mizuho, China has very few options Samsung and Hynix are not China’s solution. https://
thetechnologyletter.com/the-posts/micr
on-technology-buy-it-says-mizuho-china-has-very-few-options
… $MU #investing #China #cybersecurity #DramaAlert -
Tech stocks surge amid market froth and unexplained rallies
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The TL Podcast for May 22nd, 2023: Week of tech froth: stocks surged on no news whatsoever Conference calls from Synopsys, Cisco and Applied Materials lifted tech shares, but a lot of names such as Nvidia and Confluent surged for no reason whatsoever, a sign of a certain
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Microsoft Fabric Analytics Platform Challenges Snowflake Market Leadership
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Microsoft unveils Fabric analytics program, OneLake data lake to span cloud providers Is it a Snowflake killer? $MSFT $SNOW @OpenAI #database #datalake #datawarehouse #AI https://
zdnet.com/article/micros
oft-unveils-fabric-analytics-program-onelake-data-lake-to-span-cloud-providers/
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Synopsys CEO: AI Productivity Revolution Chips Cost Reduction
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Please enjoy my interview with Synopsys CEO Aart de Geus. Synopsys CEO de Geus: AI is a productivity revolution in chips “If one can just reduce by a percentage point the cost to do things, that has major impact on mankind.” https://
thetechnologyletter.com/the-posts/syno
psys-ceo-de-geus-ai-is-a-productivity-revolution-in-chips
… $SNPS $CDNS @Synopsys -
China Bans Micron: Major Semiconductor Supply Chain Disruption
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Shot heard round the world: China bans Micron Relevant China revenue is between eleven and twenty-five percent of Micron’s total annual revenue, analysts estimate. https://
thetechnologyletter.com/the-posts/shot
-heard-round-the-world-china-bans-micron
… $MU #investing #semiconductors #China -
Applied Materials invests four billion in Silicon Valley chip R&D center
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Applied Materials to spend an extra four billion to build advanced chip R&D center in Silicon Valley The project will cost an additional four billion dollars over seven years, and Applied has committed to billions more in R&D expense during the site’s first decade.