WSTS: Semiconductor Sales Grow Month/Month
WSTS (through the Semiconductor Industry Association - SIA) has announced that October semiconductor revenues increased to $36.6 billion, up 2.9%...
419 Views
Renesas – Short-Term Gains May Be Exhausted
We spoke to Renesas yesterday to assess demand conditions among its various end markets as well as inventory conditions, particularly in China. The...
364 Views
Global Equity Strategy: Neutral Outlook Intact, Japan and Global Tech Are Bright Spots.
In our October International Strategy, we outline important technical levels across markets and highlight various themes which lead to our neutral...
418 Views
Developed Markets Opportunities
Continue to favor EAFE over EM. As long as the U.S. dollar remains elevated, we believe developed international (EAFE) will remain in a leadership...
462 Views
Softbank: Looks Like Softbank Elevated Arm's Consciousness Too
Mike Muller, CTO of Arm for almost 20 years will be leaving the firm at the end of the month according to Bloomberg.While this doesn't appear to be...
506 Views