Company Overview and News

 
AMD: Ready For Server Outperformance?

2018-05-23 seekingalpha
This certainly benefits Intel, but more than that, it makes it easier for AMD to operate and thrive in the segment.

 
President Trump Unexpectedly Made Tech Stocks Great Again

2018-05-23 investorplace
Among high-volume sectors, the technology market, overall, has been unusually choppy. The benchmark Technology Select Sector SPRD Fund (NYSEARCA:XLK) was down more than 3% at one point. As we entered the spring season, it wasn’t clear which direction tech stocks would take. At this time last year, the XLK was up over 15%.

 
ZTE estimates at least $3 billion in losses from US ban

2018-05-23 scmp
ZTE Corp. is estimating losses of at least 20 billion yuan ($3.1 billion) from a U.S. technology ban that’s halted major operations as clients pull out of deals and expenses mount, people familiar with the matter said.

 
Apple partner TSMC is said to start making chips for new iPhones

2018-05-23 scmp
The next generation chips will be faster and more efficient than those used in current iPhone 8 and iPhone X

 
Trump floats management changes instead of sanctions for China's ZTE - Channel NewsAsia

2018-05-22 channelnewsasia
WASHINGTON: U.S. President Donald Trump on Tuesday floated a plan to fine ZTE Corp and shake up its management as his administration considered rolling back more severe penalties that have crippled the Chinese telecommunications company.

 
Trump floats large fine, management changes for China's ZTE

2018-05-22 channelnewsasia
U.S. lawmakers said on Tuesday they would try to stop President Donald Trump from easing penalties on Chinese telecommunications company ZTE Corp, saying the United States should not bow to pressure from Beijing to help the troubled firm as part of a possible trade deal.

 
Trump floats large fine, management changes for Chinese firm ZTE

2018-05-22 channelnewsasia
U.S. lawmakers said on Tuesday they would try to stop President Donald Trump from easing penalties on Chinese telecommunications company ZTE Corp, saying the United States should not bow to pressure from Beijing to help the troubled firm as part of a possible trade deal.

 
US lawmakers say they will try to block possible ZTE deal with China

2018-05-22 channelnewsasia
U.S. lawmakers said on Tuesday they would try to stop President Donald Trump from easing penalties on Chinese telecommunications company ZTE Corp, saying the United States should not bow to pressure from Beijing to help the troubled firm as part of a possible trade deal.

 
U.S. lawmakers say they will try to block possible ZTE deal with China

2018-05-22 reuters
WASHINGTON (Reuters) - U.S. lawmakers said on Tuesday they would try to stop President Donald Trump from easing penalties on Chinese telecommunications company ZTE Corp, saying the United States should not bow to pressure from Beijing to help the troubled firm as part of a possible trade deal.

 
Qualcomm Unveils the First 5G NR Solution for Small Cells

2018-05-22 zacks
Qualcomm Incorporated (QCOM - Free Report) has introduced the industry’s first 5G NR (New Radio) solution for small cells and remote radio head deployments via its subsidiary Qualcomm Technologies, Inc. The announcement was made by the company at The Small Cells World Summit 2018 in London. Qualcomm Continues to Lead in the 5G Market Qualcomm has focused on solutions for small cells for a long time.

 
U.S. stock buybacks in earnings season top $183 bln -TrimTabs

2018-05-22 reuters
NEW YORK (Reuters) - U.S. companies announced $183.4 billion in share buybacks during the most recent earnings season, according to TrimTabs Investment Research.

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Tracking Dan Loeb's Third Point Portfolio - Q1 2018 Update

2018-05-22 seekingalpha
Dan Loeb's 13F portfolio value decreased from $13.86B to $13.32B this quarter. The number of positions decreased from 44 to 40.

 
China and US agree ‘broad outline’ of settlement over ZTE ban, WSJ says

2018-05-22 scmp
ZTE deal would include major changes to ZTE management, the board and potentially significant fines, according to the report

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5 Chipmakers Set to Soar as Trump Keeps Trade War on Hold

2018-05-21 investorplace
U.S. tech companies can finally breathe easy, at least for the time being. U.S. Treasury Secretary Steve Mnuchin on Sunday said that the U.S.-China trade conflict has been put on hold.

 
UPDATE 1-US Chamber of Commerce, others back changes to foreign investment bill

2018-05-21 reuters
(Reuters) - The powerful U.S. Chamber of Commerce, along with business groups which lobby for oil, tech, and other industries, said on Monday that they supported changes to bills to tighten oversight of foreign investment, especially Chinese investment.

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2018-05-21 - Asif

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2018-05-21 - Asif

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2018-05-21 - Asif

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