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    1. Nvidia launches Shield tablet, misses out on Xiaomi's Mi4

      Headlines

      Tue, 22 Jul 2014

      Nvidia's ( NVDA -0.4% ) promises its 8" Shield Android tablet, rumored for weeks, "[take] mobile gaming to another level." In addition

    2. AMD still off sharply as downgrades arrive; Nvidia also lower

      Headlines

      Fri, 18 Jul 2014

      continues to execute well, and suspects there's an "element of prudence" to Microsoft/Sony's build activity. Nvidia ( NVDA -3.9% ) is off in sympathy. Read stated on the CC AMD saw a decline in high-end GPU shipments to graphics card channels

    3. Nvidia reportedly prepping new gaming device

      Headlines

      Mon, 14 Jul 2014

      BBC reports Nvidia (NASDAQ: NVDA ) is working on a new gaming system that runs on its high-end Tegra K1 processor. Nvidia, for its part, only says it has an

    4. AMD's Semi-Custom Business Is A Clever Money Maker

      Headlines

      Fri, 11 Jul 2014

      By Sean Chandler : Introduction In a market with dozens of device manufacturers, winners like Apple ( AAPL ) and Samsung ( OTC:SSNLF ) ( OTC:SSNGY ) easily came out on top due to their ability to vertically integrate all the way down to the silicon. Since these companies have the resources and ...

    5. Nvidia And AMD: Higher Resolutions Could Trigger Higher Revenues

      Headlines

      Thu, 10 Jul 2014

      memory requirements could trigger an above average number of upgrades, which could boost revenues realized by both Nvidia ( NVDA ) and AMD ( AMD ) in the companies' respective graphics divisions. Understanding Why Resolution, Along With Modern Video Games

    6. PC declines narrow (if not evaporate) in Q2

      Headlines

      Wed, 9 Jul 2014

      180 bps. Acer ( OTC:ACEIY ) 8.2%, -10 bps. Asus ( OTC:ASUTY ) 6.2%, +30 bps. Everyone else 33.6%, -690 bps. HPQ +0.6% AH. Other names with strong PC exposure: AMD , NVDA , MU , STX , WDC , HTCH . 5 comments!

    7. From Barron’s, July 7, 2014 (Part 2)

      Commentary

      Fri, 4 Jul 2014

      Pg ?: Tech Trader speculates that, one day, cars will have more computing power than an iPad. The beneficiaries will be NVDA , QCOM, AAPL, GOOG, P . Pg ?: Interesting websites for quants include Quantopian [can be accessed via Interactive Brokers

    8. AMD: Competitive Concerns With Intel And Nvidia

      Headlines

      Tue, 1 Jul 2014

      AMD ) has quite a few strengths going for the company during 2014. However, either recently launched products from Nvidia ( NVDA ) or rumored specifications for Intel's ( INTC ) upcoming Broadwell and Braswell chips could be a thorn in AMD's side. In

    9. 3 More Reasons To Stay Long AMD

      Headlines

      Tue, 1 Jul 2014

      market. Based on revenues, AMD's share price is low compared to other major semiconductor makers, including rivals Nvidia ( NVDA ) and Intel ( INTC ). This article will examine the Price to Sales (P/S) ratio, (which equals market capitalization to

    10. Nvidia, Android, And Opportunity

      Headlines

      Mon, 30 Jun 2014

      Analysis : The Current Picture Following a stellar fourth quarter and subsequent jump in stock price, eyes have been on Nvidia ( NVDA ) and its actions revolving the expansion of its GPU business. With GeForce GTX revenues up over 50% from the beginning of

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