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The Broader Implications Of Broadcom's Bid For Qualcomm
Monday, November 6, 2017 - 1:39pm | 660Broadcom Ltd (NASDAQ: AVGO) is looking to acquire QUALCOMM, Inc. (NASDAQ: QCOM) in a deal that would value the stock at $70 per share, or around $100 billion. Qualcomm's board of directors will likely find the price tag to be too low and reject the deal, Canaccord Genuity's T. Michael...
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Here's Why Broadcom Acquiring Qualcomm Would Be A 'Financial Engineering Masterpiece'
Monday, November 6, 2017 - 11:30am | 414Broadcom Ltd (NASDAQ: AVGO)'s proposed acquisition of QUALCOMM, Inc. (NASDAQ: QCOM) is nothing short of an "impressive financial engineering masterpiece," KeyBanc Capital Markets' John Vinh said in a Sunday note. Broadcom is offering Qualcomm's investors $70 a share in...
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Qualcomm's Days Of Supplying To Apple Appear To Be Numbered
Wednesday, November 1, 2017 - 9:00am | 393Shares of QUALCOMM, Inc. (NASDAQ: QCOM) lost nearly 7 percent Tuesday following reports that the company might see its modem technologies excluded from future Apple Inc. (NASDAQ: AAPL) devices, including the iPhone and iPad. Although Qualcomm said in a statement it is "committed to supporting Apple...
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Bad Apple News For Qualcomm
Tuesday, October 31, 2017 - 9:02am | 340Shares of QUALCOMM, Inc. (NASDAQ: QCOM) were trading lower by nearly 5 percent early Tuesday morning as the company's ongoing legal dispute with Apple Inc. (NASDAQ: AAPL) may have taken a turn for the worse. Qualcomm, a key member of Apple's supply chain, may be left out of future iPhone and iPad...
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Apple Under Pressure Following Report Of iPhone 8 Production, Demand Woes
Thursday, October 19, 2017 - 8:54am | 402Shares of Apple Inc. (NASDAQ: AAPL) were trading lower by around 1.50 percent early Thursday morning in reaction to a concerning report from Taiwan's Economic Daily News relating to iPhone 8 production. Apple may have requested a 50 percent cut in orders for the iPhone 8 possibly due to poor...
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Apple's Suppliers Are Feeling The Heat Amid A Poor iPhone 8 Debut
Tuesday, September 26, 2017 - 9:36am | 414Apple Inc. (NASDAQ: AAPL)'s iPhone 8 debut is off to a rocky start as the phone's features are "lackluster" versus its competitors, according to Bloomberg News' Mark Gurman. While it may be true that many iPhone buyers are holding out a few weeks for the higher-end iPhone X...
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Why Broadcom Will Likely Be A Big Winner From Apple's iPhone Launch
Tuesday, September 12, 2017 - 1:33pm | 436Apple Inc. (NASDAQ: AAPL)'s new product launch event on Tuesday could prove to be an encouraging development for Broadcom Ltd (NASDAQ: AVGO) and Intel Corporation (NASDAQ: INTC), according to JPMorgan's Harlan Sur. Broadcom could emerge a winner from Apple's event, as more of its technologies will...
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Using Apple As An Indicator For The Memory Market
Monday, September 11, 2017 - 10:15am | 448Apple Inc. (NASDAQ: AAPL) is reportedly looking to prevent Western Digital Corp (NASDAQ: WDC) from acquiring Toshiba Corp's chip business by threatening not to buy its products, Reuters reported last week. Apple currently uses Toshiba's NAND flash memory chips for its iPhone and is afraid...
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Foxconn Earnings Weren't Great, Offer Few Hints About iPhone 8 Demand
Monday, August 14, 2017 - 9:08am | 308Foxconn Technology Group, also known as Hon Hai Precision Industry, is a key member of Apple Inc. (NASDAQ: AAPL)'s supply chain and some investors pay close attention to the Taiwan-based company for any iPhone related hints in its news releases and earnings reports. On Friday, Foxconn announced a...
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Cramer: Apple Crushed Earnings, And These 3 Stocks Are Along For The Ride
Wednesday, August 2, 2017 - 9:06am | 426Apple Inc. (NASDAQ: AAPL)'s earnings report on Tuesday was a "thing of beauty" and helped push the stock to all-time highs, CNBC's Jim Cramer said during his daily "Mad Money" show. For the better part of the past year, many investors had been questioning if Apple's best days have passed, Cramer...
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How To Become A Billionaire In One Step: Sell Components To Apple
Thursday, July 13, 2017 - 10:27am | 365Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) has seen its stock surge nearly 25 percent since the start of 2017 as the company is expectations are high for component supplier to Apple Inc. (NASDAQ: AAPL)'s iPhone. The stock's strong performance has now the company's 86-year old founder and...
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The Latest iPhone 8 Rumor Could Be Worrisome
Tuesday, May 2, 2017 - 8:34am | 358A new day, a new iPhone 8 rumor. According to 9to5Mac, Deutsche Bank's analysts believe that Apple Inc. (NASDAQ: AAPL) won't be launching the iPhone 8 this calendar year. The analysts cited "several supply chain reports," which stated that members of Apple's supply chain are facing shortages of...
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From Petroleum To iPhone Screens: The Strange Story Behind One Of Apple's Suppliers
Monday, April 24, 2017 - 9:26am | 336Japan-based Idemitsu Kosan Co is a petroleum company that owns and operates oil platforms, refineries, producers and other energy-related assets. But the company is also a major player in Apple Inc. (NASDAQ: AAPL)'s supply chain. According to a Bloomberg report, Idemitsu Kosan started experimenting...
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Apple Investors: Celebrate iPhone's 10th Birthday With These Rumors
Tuesday, April 18, 2017 - 11:02am | 379Apple Inc. (NASDAQ: AAPL) will be celebrating with hundreds of millions of people the 10-year anniversary of the iPhone's initial release. To mark the occasion, Apple is reportedly set to launch three new iPhone devices in the coming months. Happy Birthday! According to a Bloomberg report, Apple...
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Apple's Move To Ditch A Supplier Was 'Ruthless' But In-Line With Long-Term Vision
Wednesday, April 5, 2017 - 10:03am | 425Apple Inc.'s (NASDAQ: AAPL) decision earlier this week to no longer buy technologies from Imagination Technologies sent the latter tumbling as much as 70 percent. According to CNBC's London-based technology correspondent Arjun Kharpal, Apple was most certainly "ruthless" in its...