Friday, September 18, 2020
Masayoshi’s Son’s Softbank (SFTBY) is in the news again…this time with a $40 billion cash-and-stock deal to sell its chip design architecture firm, ArmHoldings, to Nvidia (NVDA). SFTBY will receive $21.5 billion in NVDA shares and $12 billion in cash, only a little more than the $32 billion that it paid for Arm in 2016. […]
I’ve always been a great fan of mysteries. But who needs Agatha Christie to weave a story when we have the U.S. stock market? Everyone has been wondering what’s sent technology stocks (mainly in the Nasdaq) on a parabolic journey. A major institutional buyer, mysteriously nicknamed the “Nasdaq whale” by traders, dominated the never-before-seen massive […]
After crippling Huawei and throwing cold water on ByteDance’s global business, the Trump Administration has turned its sights on a third Chinese technology giant, Tencent (TCEHY). Tencent was the only Chinese company to feature in the world’s ten largest providers of both apps and games by download volumes last year, according to the mobile platform […]
Whether you watched the State of the Union address by President Trump last week or not, you, like me, probably have no illusions that the two parties will accomplish much together in the foreseeable future. One area where they reportedly have common ground is infrastructure repair and maintenance. The numbers certainly argue for a new […]
I want to follow up on my renewable energy article from Monday with another look at the renewable energy sector. And later I will fill you in on three renewable energy stocks leading the way that hail from Europe. First though, let’s look at some of the raw numbers on renewable energy investment worldwide. Clean […]
With much of the U.S having just gone through what has been described by some media outlets as the coldest temperatures EVER in the Midwest, let’s talk about something on everyone’s mind, air conditioning. No, I’m not crazy. The World Economic Forum, in the midst of this major cold snap in the U.S., just published […]
In the June issue of Growth Stock Confidential, I took a look at a major global macroeconomic trend – the spread of air conditioning around the world. It looked like an investment opportunity and, after further research, I decided it definitely is. So we added the world’s largest air conditioner manufacturer (Daikin Industries – [OTC: […]
Each year I read about the promise of virtual reality / augmented reality (VR/AR) and how this is THE year for the technology to take hold. Most of these predictions center around either gaming or the ability to watch live sporting events in a VR/AR environment. In other words, you can sit at home on […]
Recent incidents involving autonomous vehicle crashes, have made industry participants assume a lower profile. While these setbacks may slow progress in the sector, it does not mean the companies involved are taking their foot off the gas pedal in developing technology to move autonomous vehicles forward. Any advanced technology industry will encounter growing pains, and […]
The main takeaway I got from the annual Consumer Electronics Show (CES) in Las Vegas was that enthusiasm for autonomous (driverless) vehicles among the world’s auto makers has really cooled. Just a year or two ago, car and some tech companies could hardly restrain their excitement over the next revolution in mobility – driverless vehicles. […]
