AMD. Making Sense Of The Proposed Xilinx Acquisition.
If the ~$5 billion (minus what it can get for ZT Systems manufacturing operations) AMD is paying to get its hands on 1,000 data center engineers...
682 Views
Nvidia. Likely A Net Beneficiary Of COVID-19 Tailwinds.
On May 21 last, Nvidia reported first quarter revenues of $3.08 billion, up 39% YoY, down 1% sequentially and slightly ahead their outlook,...
248 Views
Luckin Coffee (瑞幸咖啡) Getting More Serious
The month of April has seen numerous speeches by senior officials from the CSRC and CBRC noting that securities fraud is a scourge on markets and a...
576 Views
MergerTalk: NVIDIA/Mellanox - Why We Think There Is More Opportunity Than Risk In The Widened Spread
Until very recently, the merger spread in the low to mid-single-digit range appeared to signal few problems with respect to Nvidia's (NVDA...
748 Views
Starboard Value. The Game Changing Activist Investor That Doesn't Take No For An Answer.
New York based activist investor firm Starboard Value has been intricately involved in shaping the fortunes and futures of two high profile...
637 Views