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Barron's Recap: The Big Money Poll
Sunday, April 26, 2015 - 10:44am | 799Read More...This weekend in Barron's online: the semi-annual Barron's Big Money Poll, as well as the prospects for Qualcomm, Anglo American, Taubman Centers, Esterline Technologies, Blackstone and more. Cover Story "Big Money Poll: Where Pros Are Investing" by Jack Willoughby. Money managers have reined in...
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Here's Why A Qualcomm Split Is A 'Terrible Idea'
Monday, April 13, 2015 - 3:40pm | 462Read More...Jana Partners is pressuring QUALCOMM, Inc. (NASDAQ: QCOM) to spin off its chip production division and allow the patent licensing business to fly solo. Sean Udall, CIO of Quantum Trading Strategies and author of The TechStrat Report, is among those who are against the idea. "I think that...
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Jana: Qualcomm Should 'Consider Its Strategic M&A Potential'
Monday, April 13, 2015 - 3:23pm | 346Read More...QUALCOMM, Inc. (NASDAQ: QCOM) should attempt to boost its share price with a half-dozen steps including cost cutting and the separation of its patent business from its chipset unit, according to an activist shareholder. In a letter to its investors Monday, Jana Partners LLC said it's been...
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The Activist Letter Moving Qualcomm Today
Monday, April 13, 2015 - 7:40am | 200Read More...Activist investor Jana Partners would like to see QUALCOMM, Inc. (NASDAQ: QCOM) break off its chip unit from its larger patent-licensing business, according to a letter obtained by The Wall Street Journal. This could be a welcome idea as Qualcomm itself had previously floated the idea of a...
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Qualcomm Removed From FBR's 'Top Picks'
Monday, April 6, 2015 - 10:03am | 191Read More...FBR & Co downgraded QUALCOMM, Inc. (NASDAQ: QCOM) from Market Perform from Outperform and removed the company from its "Top Picks" following news that Samsung Elect Ltd (OTC: SSNLF) would use its own chip in the Galaxy S6 model. The move away from Qualcomm represents a "...
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Vringo Attorney Requests Conference With Court To Discuss Litigation With ZTE
Wednesday, April 1, 2015 - 1:50pm | 486Read More...In a letter sent out Tuesday, Karl Geercken, serving as Vringo, Inc. (NASDAQ: VRNG)'s attorney, requested a conference with the court to discuss the status of two pending litigations against ZTE CORPORATION (OTC: ZTCOF)(OTC: ZTCOY). Where The Situation Stands According to the document,...
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Short Interest In Semiconductor Stocks Soars
Saturday, March 28, 2015 - 11:17am | 1122Read More...Broadcom Corporation (NASDAQ: BRCM), QUALCOMM, Inc. (NASDAQ: QCOM) and Xilinx, Inc. (NASDAQ: XLNX) were among the leading semiconductor stocks that had surges in their short interest between the settlement dates of February 27 and March 13. Here, Benzinga take a closer look at how these three...
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Weekly Tech Highlights: Apple's Upgradeable Smartwatch, Intel's Apple Deal And More
Saturday, March 14, 2015 - 12:15pm | 740Read More...Apple Inc. (NASDAQ: AAPL) might end up dominating March without releasing a single new product. Technically there is one new item on store shelves -- a revised 13-inch MacBook Pro that includes the new Force Touch pad. Apple's newest products, the Apple Watch and the long-awaited 12-inch MacBook,...
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Why Would Apple Switch Chip Suppliers?
Wednesday, March 11, 2015 - 3:56pm | 569Read More...Apple Inc. (NASDAQ: AAPL) is rumored to select Intel Corporation (NASDAQ: INTC) as its supplier of LTE chips in 2016. Analysts agree that this would be a monumental gain for Intel and a massive loss for QUALCOMM, Inc. (NASDAQ: QCOM). "My suspicion is the reason Qualcomm's buyback...
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Big Short Interest Swings In Semiconductor Stocks
Friday, February 27, 2015 - 11:41am | 922Read More...Early February brought some big swings in the short interest among the leading semiconductor stocks. Marvell Technology Group Ltd. (NASDAQ: MRVL), NVIDIA Corporation (NASDAQ: NVDA) and QUALCOMM, Inc. (NASDAQ: QCOM) saw some of the largest upswings between the January 30 and February 13 settlement...
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Short Interest Is Plunging In These 3 Chip Stocks
Friday, February 13, 2015 - 9:21am | 976Read More...The short interest in many of the leading semiconductor stocks shrank between the January 15 and January 30 settlement dates. Short sellers retreated especially from Broadcom Corporation (NASDAQ: BRCM), QUALCOMM, Inc. (NASDAQ: QCOM) and KLA-Tencor Corp (NASDAQ: KLAC). Let's take a closer...
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JPMorgan Says Qualcomm China Settlement Has 'Positive Read-Across' For Ericsson And Nokia
Tuesday, February 10, 2015 - 1:03pm | 258Read More...Sandeep Deshpande of JPMorgan on Monday commented in a note that QUALCOMM, Inc.'s (NASDAQ: QCOM) settlement with Chinese regulators and its new licensing terms in China are a positive for European wireless IPR holders. "We would argue that in only 4G, Ericsson [(NYSE: ERIC)] and Nokia [(NYSE: NOK...
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Wedbush Previews NVIDIA's Q4 Results, Expects 'Solid' Beat
Monday, February 9, 2015 - 12:10pm | 212Read More...Betsy Van Hees of Wedbush on Monday previewed NVIDIA Corporation's (NASDAQ: NVDA) upcoming fourth-quarter report which is scheduled to be released on Wednesday. "We expect a solid beat primarily driven by strong PC gaming demand, data center strength, and market share gains," Van Hees wrote. The...
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Weekly Highlights: BlackBerry Buyout Hype, Apple's New Beats Strategy And More
Sunday, November 23, 2014 - 4:02pm | 192Read More...BlackBerry Ltd (NASDAQ: BBRY) shares rose mysteriously on Friday, presumably on renewed anticipation of a possible buyout. Contrary to reports that Apple Inc. (NASDAQ: AAPL) will close Beats Music, the iPhone maker might have a plan to save the ailing service. Analysts responded to Europe...
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Apple, Samsung 'Best Frenemies Forever' Following New Chip Deal, Says This Analyst
Tuesday, November 18, 2014 - 10:03am | 331Read More...Beginning in 2016, Apple Inc.'s (NASDAQ: AAPL) main chip supplier for its iPhone and iPad devices will be none other than its rival, Samsung (OTC: SSNLF), according to Korea Times. As top supplier to Apple, Samsung will be displacing Taiwan Semiconductor Mfg. Co. Ltd. (ADR) (NYSE: TSM) who...
