Intel (NASDAQ: INTC) is in the midst of a massive turnaround plan -- one that includes catching up to rivals in CPU technology, inventing new AI-related platforms via its Gaudi accelerators, and building out a massive foundry for third-party chip manufacturing. In fact, it actually faces three big challenges, all coming at once for its cash-cow PC business -- and that could put its whole turnaround plan in jeopardy. This week, Reuters reported that both Nvidia (NASDAQ: NVDA) and Advanced Micro Devices (NASDAQ: AMD) were "quietly" developing a PC processor based on the Arm Holdings (NASDAQ: ARM) architecture, which would run on the Microsoft (NASDAQ: MSFT) Windows operating system...
Continue ReadingApple (NASDAQ: AAPL) and Tesla (NASDAQ: TSLA) are two of the top companies in the world. CEO Warren Buffett is a big fan of Apple and that's Berkshire's top holding. At Berkshire Hathaway's 2023 annual meeting, Buffett outlined the simple reason why he doesn't invest in most car companies: The industry is too competitive, and it's difficult to predict where a company such as Tesla will be...
Continue ReadingThese companies have decades of offering stockholders consistent growth, making them attractive buys at almost any time...
Continue ReadingMixed results from big tech companies like Microsoft, Alphabet and Meta won't be enough to pull stocks out of their yield-driven rut...
Continue ReadingWarren Buffett is known for holding onto stocks for the long term -- and even the idea of holding on forever isn't too much of an exaggeration. If Buffett believes in a business, he wants to stay involved in the story through each and every chapter. All of this suggests Buffett's relationship with top technology and consumer goods giant Apple (NASDAQ: AAPL) could only continue to grow...
Continue ReadingWisdomTree US Quality Dividend Growth ETF and Vanguard High Dividend Yield ETF are 2 popular dividend growth ETFs. Read our take on which is the better buy right now...
Continue ReadingThe marketâs retracement coincided with fading expectations for a âFed pivot,â with Wall Street having to admit we are in a âhigher for longerâ scenario until proven otherwise...
Continue ReadingThe future is bright for an analog leader like Analog Devcies. Click here for our investment thesis on ADI stock...
Continue ReadingIn Q3 2023, Ensemble Fund declined by 5.96% while the S&P 500 declined 3.27%. Click here to read the full fund letter...
Continue ReadingAfter mastering making iPhones, Taiwan's Terry Gou, the billionaire founder of major Apple supplier Foxconn, wanted to turn his entrepreneurial skills elsewhere - to be the island's next president. But three months out from the election, Gou, whose net worth is estimated by Forbes at $6.7 billion, has gone to ground. He last appeared at a campaign event on Sunday night, the day a Chinese newspaper said authorities had begun a tax probe into Foxconn's operations in China, even though he stepped back from running the world's largest contract manufacturer four years ago...
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