U.S. markets had a really nice day, all things considered. The Diary had a rough start today, but our team got together and figured that out, thank goodness. The S&P 500 gained 1.02% while the Nasdaq Composite added 0.89%. It seems that investors got over the fact that the war or at ...
Read in context ›Qualcomm Stock (QCOM)
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7 mentionsAre Earnings and Margins Starting to Matter More? This Week in Dividends Who doesn’t love a good dividend or one that is growing? Here are some companies that have announced a dividend increase in the past week: Qualcomm QCOM Dividend declared: March 18 New dividend amount: $0.89 Previous amo…
Read in context ›Starboard, Qorvo and the RF Chip Space The WSJ reports activist investor Starboard Value has built a 7.7% stake in the RF chip company Qorvo QRVO , which is also a known supplier to Apple AAPL . The RF chip space is subject to program wins and over the years…
Read in context ›The Hottest, Worst-Run Company in the World It appears that Intel INTC has not responded favorably to the efforts of Arm Holdings ARM to possibly acquire a piece of the firm that did not include the foundry. This comes after Qualcomm QCOM reportedly showing intere…
Read in context ›My Thoughts on Apple's Modem Efforts The weekend brought a number of articles about Apple’s AAPL modem efforts, including from Bloomberg’s Mark Gurman, who follows Apple like a hawk. You can find my thoughts on that and the lack of near-term implications fo…
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