ThinkstockQualcomm Inc. (NASDAQ: QCOM) is a definite winner among the smartphone and tablet wars against the traditional PC market. All you have to do is look at the trends in smartphone growth…
Jon C. Ogg The equity strategy team and the market analysts at Deutsche Bank are starting to feel pretty comfortable that the rest of this year and beyond could really start to show some positive…
ThinkstockWith the PC market withering and the mobile market exploding, the two big PC CPU makers should be having some trouble posting profit growth. But over the past 12 months, shares of…
Jon OggNew tech is supposed to replace old tech at an accelerating pace, analysts believe. The evolution from Web 1.0, which peaked with the tech bubble of the late 1990s, has been…
ThinkstockSo far, no one outside the United States has built a global social network, created an operating system adopted at an astonishing rate by smartphone and tablet manufacturers, created the best search…
ThinkstockThe Deutsche Bank technology analysts did plenty of networking at the recent VMworld 2013 conference and came away with some pretty solid conclusions. A key insight from analysts information technology (IT) conversations…
Brian Solis, via Wikimedia CommonsFacebook Inc. (NASDAQ: FB) plans to solve one of the Internet’s most vexing problems — most people around the world have no access to it. The notion that…
Douglas A. McIntyre ThinkstockBroadcom Corp. (NASDAQ: BRCM) is supposed to be a technology and semiconductor winner in the migration to tablets and smartphones and as mobile communication rises. Unfortunately, its shareholders are finding out that…
Jon C. Ogg ThinkstockIn a secular bull market rally, sectors tend to go up and down on a favorable basis as they become either overbought or just lose momentum. The Institutional Portfolio team at Oppenheimer…
August 5, 2013: U.S. equity markets opened lower this morning, lacking any major news of interest from around the globe. In Europe, eurozone non-manufacturing PMI rose slightly even though German PMI was…
These are the top analyst upgrades, downgrades and initiations from select Wall Street research calls on Monday, August 5, 2013. They include Chubb, Dow Chemical, Teva Pharmaceutical and Qualcomm.
ThinkstockAlcatel-Lucent, S.A. (NYSE: ALU) appears to be on track in its perpetual turnaround and restructuring efforts. The communications equipment is in the midst of transforming from an uncompetitive one-stop technology store for…
Jon C. Ogg courtesy of FordAll of the Wall Street firms we cover, especially the large bulge bracket firms, have an extensive equity coverage list. In many cases the large firms cover more than 500…
ThinkstockWe have tracked the key short interest changes as of July 15 in the following semiconductor leaders: Intel Corp. (NASDAQ: INTC), Advanced Micro Devices Inc. (NYSE: AMD), Micron Technology Inc. (NASDAQ: MU),…
Qualcomm Inc. (NASDAQ: QCOM) reported third-quarter fiscal 2013 results after markets closed today. The communications chipmaker posted adjusted diluted earnings per share (EPS) of $1.03 on revenues of $6.24 billion. In the same…
Paul Ausick 
