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2024-01-25 18:30:43 ET Summary Intel Corporation stock has lagged behind the broader semiconductor sector's rally this year, and the Q4 outperformance has offered little respite. The company's weak forward guidance further exacerbates the situation, suggesting a lack of Intel mome...
2024-01-18 07:03:12 ET More on Intel Intel Is Overvalued Despite Operational Strengths Intel: Time For A Sanity Check (Downgrade) Intel's $25 Billion Chip Factory In Israel Changes Things Intel, Nvidia and Micron execs asked to testify by US House China panel...
2024-01-11 14:08:59 ET More on Apple, ASUSTeK Computer Inc., etc. Dell Technologies Inc. (DELL) Fireside Chat with Bernstein Conference (Transcript) Apple: Buy, Sell, Or Hold? AI Rope-A-Dope: Wobbles Caused By Apple Downgrades Spell Opportunity Rebranded Inve...
2023-12-21 18:35:00 ET Summary Successful growth by acquisition makes a company grow much faster than it otherwise would. The strategy is simple: to speed up company growth, build up cash, and buy other companies. Growth by acquisition is fraught with risks, including paying t...
2023-12-13 05:10:31 ET More on Alphabet, Meta and Qualcomm Google: The Best Bet In Big Tech Is On Sale Again Meta Platforms: Structural Issues Don't Justify Current Prices Meta Platforms: Large Price Dump May Be 2024's Reality Qualcomm: China's Chip Brea...
2023-12-08 09:00:00 ET Summary Growth by acquisition can accelerate a company's growth, allowing it to quickly gain market share, customers, and new technology. Acquiring companies in different sectors can bring diversification, synergy, and efficiencies to a business. However...
2023-11-29 11:00:19 ET Summary Dell Technologies Inc.'s Q2 results exceeded expectations, driven by improved demand for PCs and AI-enabled servers, leading to a share price increase of 40% since my July article. While I remain bullish on the company’s long-term potential, I...
2023-11-27 11:52:44 ET Summary Advanced Micro Devices, Inc. showcased significant growth in Q3, outperforming competitors like Nvidia with a 350% increase in year-over-year diluted EPS. Strategic acquisitions and partnerships, such as with Microsoft Azure, have bolstered AMD's mar...
2023-11-21 03:21:09 ET More on Dell, HP, Lenovo Apple, Dell, Samsung and more get India import authorization HP Q3 preview: Spotlight on PC market outlook Lenovo Unites Businesses And AI Strategy HPE Vs. HPQ: Which Is The Better HP Stock? Dell: Potent...
2023-11-16 06:07:03 ET Lenovo Group Limited (LNVGY) Q2 2024 Earnings Conference Call November 16, 2023, 02:00 AM ET Company Participants Jenny Lai - Vice President of Investor Relations Yang Yuanqing - Chairman and Chief Executive Officer Wai Ming Wong - Executiv...
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Lenovo unveils array of hybrid AI solutions to empower even more industries with comprehensive services, business-ready applications and 6 th generation Lenovo Neptune liquid-cooling innovations that enable the practical application of AI Growing ecosystem includes new NVIDIA-powered solu...
New Lenovo Infrastructure Solutions V4 portfolio leverages Intel® Xeon® 6 processors to accelerate performance, consolidate IT and lower power consumption Lenovo delivers the right-sized compute, performance and efficiency for targeted workloads, more than 4x more cores per rack and...
Delivering Solutions and Services for Extreme Performance and Improved Business Outcomes Lenovo Group (HKSE: 992) (ADR: LNVGY) today announced a comprehensive new suite of purpose-built AI-centric infrastructure systems and solutions to advance Hybrid AI innovation from edge to cloud. L...