Amazon – Feedback from Meeting with Senior Management
We attended the highly anticipated Amazon Web services summit and heard from CTO Werner Vogels and other senior Amazon management who gave a...
220 Views
Qualcomm Likely To Exit ARM Server CPU Business
Bloomberg recently reported that Qualcomm may be planning to exit the server market for ARM CPU's:The San Diego-based company is exploring whether...
158 Views
U.S. Equity Strategy: Upgrading Utilities, Downgrading Manufacturing
We continue to view the market as healthy in terms of breadth, although rotations are occurring at the margin which warrant minor tweaks to our...
188 Views
Autonomous Driving- Baidu, China's National Champion
When it comes to autonomous driving in China, Baidu stands out as the obvious leader. Its role as such was cemented in November 2017 when the...
318 Views
Paradigm Shift: A Bigger Slice of Apple's Service Pie
If you have been an investor in Apple Inc (AAPL US) this year – it has certainly been a bumpy ride – well, at least until May 1st, 2018 when it...
575 Views