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2023-08-30 08:30:26 ET Summary Dell Technologies and VMware are expected to report their second quarter results tomorrow, August 31. The article takes a look at the chances of the companies beating earnings estimates, taking into account recent news. Since I haven't covered VMware...
2023-08-29 11:43:24 ET The video focuses on acquisition updates dealing with Intel (NASDAQ: INTC) and Tower Semiconductor (NASDAQ: TSEM) , Broadcom (NASDAQ: AVGO) and VMware (NYSE: VMW) , and a quick overview of ARM's IPO fil...
2023-08-29 10:09:06 ET estimate AVGO More on Broadcom Broadcom: AI Alone May Not Be Able To Help With Balance Sheet Challenges Broadcom Preview: At 17x FCF, I'm Very Bullish VMware cut by Monness, Crespi, Hardt as Broadcom deal in 'home stretch' Broad...
2023-08-28 07:47:21 ET More on Broadcom, VMware, etc. Broadcom: AI Alone May Not Be Able To Help With Balance Sheet Challenges Broadcom: Profitability At Scale Broadcom: The Gift That Keeps On Giving (And Giving And Giving) Broadcom: Short-Term Pain, Long-Ter...
2023-08-24 17:32:59 ET Summary Horizon Therapeutics remains the top stock held by merger-focused funds for the third consecutive quarter. Activision Blizzard is consistently in the top two positions among these funds for the fifth straight quarter. Some funds have oversized po...
2023-08-24 05:54:00 ET Nvidia has been dominating conversations in 2023 as it is the engine powering generative AI, a new breakthrough in computing that many believe will unlock productivity (and thus profitability) for businesses that embrace it. But Nvidia isn't alone in this pion...
2023-08-23 18:18:44 ET Summary Broadcom's strategy of relying on AI for growth and acquiring expensive companies may not be sustainable given its balance sheet and the current interest rate environment. The company's semiconductor business accounts for the majority of its revenue,...
2023-08-23 09:20:41 ET In today's video, I discuss Nvidia (NASDAQ: NVDA) , recent thoughts about its L40S GPUs, and recent updates to its VMware (NYSE: VMW) partnership. Check out the short video to learn more, consider subscribing, and click the special offer link...
2023-08-22 18:41:34 ET VMware Inc (NYSE: VMW) is in focus in extended hours today after the cloud company revealed to have expanded its strategic partnership with Nvidia Corp (NASDAQ: NVDA). VMware has developed a new set of tools with Nvidia The New York listed firm says it has...
2023-08-22 14:38:03 ET More on Analog Devices and Nvidia Nvidia Is Poised For Another Earnings Blowout Analog Devices: Slightly Expensive For My Risk Profile Nvidia Q2: Party May Be Over Nvidia: Why I Believe The Recent Dip Is An Opportunity Analog De...
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Receives Final Regulatory Approval for Transaction Broadcom Inc. (NASDAQ: AVGO) and VMware, Inc. (NYSE: VMW) today announced that they have received all required regulatory approvals and intend to close Broadcom’s acquisition of VMware on November 22, 2023. Broadcom has recei...
2023-11-18 11:30:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...