U.S. Equity Strategy: The Tweet Heard ‘Round the World
As we write this, the tweet from President Trump regarding an imminent spike in tariffs on Chinese goods has caught financial markets around the...
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Softbank Corp: Key Takeaways from Q4 Include Yahoo Japan Deal and Confidence on Mobile Pricing
There is a lot to unpack from Softbank Corp.'s Q4 18 result announcement including a change in where Yahoo Japan sits within Softbank Group,...
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Bits and Bytes: Facebook's Project Libra.
Facebook Inc A (FB US) aspires to create a Weixin similar on a global scale, with the potential to also encompass a digital identity. But how will...
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TSMC Recovery Is Nigh As Tailwinds Mount On 5G Strength & Likely Return Of Apple's Modem Business
Taiwan Semiconductor Manufacturing Company delivered a no-surprises earnings report on April 18'th with revenues of $7.1 billion coming in at the...
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Apple Settles With Qualcomm As Intel Throws In The Towel On 5G Smartphone Modems
On the very first day of the landmark jury trial between Apple and Qualcomm over long-running patent licensing issues, the two companies quietly...
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