AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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Smartkarma Originals
Road to 5G: How to Make Money in 5G
In this report, we highlight the best money making ideas by identifying the winners and the losers of the sectors in the 5G value chain. For...
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Samsung Electronics - Preferred Shares Underperforming on Liquidity
Samsung Electronics has two classes of stock: ordinary shares Samsung Electronics (005930 KS) and the preferred shares Samsung Electronics Pref...
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Intel. Deja Vu All Over Again With 7nm Delayed One Year. Long TSMC.
Intel's by now all-too-familiar earnings beat this week was completely overshadowed by the veritable bombshell the company dropped regarding its...
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Intel Earnings Call - Solid Revenues Partly Thanks to COVID-19
In Intel's earnings call today the company showed Y/Y revenue growth of 20% that was due in part to the data center build-out caused by COVID-19...
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