NXP Semiconductors NV–An Intriguing Investment
The current melee between China and the United States concerning trade is throwing markets in disarray. We believe that is also presenting exciting...
153 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...
152 Views
Week Ahead in Global Macro: SPX Earnings, ECB, BOJ, Moon-Kim in DMZ, Macron/Merkel-Trump
Our guide to this week’s global macro risk events and trading opportunities. This week in trade ideas: Prefer US value over growth this...
160 Views
Automotive Chipmakers in the Fast Lane —Destination: High-Speed Growth
Nvidia and Intel Will Both Be the Winners in Autonomous DrivingAs we contemplate the future of artificial intelligence, or AI, the most topical and...
117 Views
Renesas: A Quick Look at Peer Valuations
Updating our peer valuation comps from Renesas' offering last year, we find just modest changes with most of them trending in Renesas' favour. In...
195 Views