MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally
In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...
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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%...
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AEM: Strong 3Q19 & Increased Guidance; Fair Value Increased To 2.5 SGD as Intel TAM Grows
AEM Holdings (AEM SP) raised its guidance for the third time this year (latest FY19 revenue range: 305-315M SGD) as business with its key client...
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After the Collapse: Semiconductors Enter the Next Phase
This SmartKarma Insight provides a current view of the semiconductor industry's status, benchmarking today's market status against a typical...
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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...
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