Technology - Page 2

Look who just discovered Apple’s subscription story

Three years after Tim Cook began selling Apple as a services business, Barron’s is starting to buy it.   From The Promising Business That Could Pull Apple Out of its ...
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Apple price targets: Look who’s aiming lower now

When the share price drops, 12-month price targets tend to do so too.   Not seeing the before-and-after chart? Click here for the web version. My take: Trailing indicators. ...
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The great Silicon Valley divide: Apple vs. Facebook

Betwixt and between two mountains of revenue.   From Barron’s Facebook and Apple Embody New Tech Divide ($): It’s not just personal sniping between rival CEOs. There are real differences between ...
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Morgan Stanley trims Apple price target to $236

Analyst Katy Huberty flew to Asia and got an earful.   From a note to clients that landed on my desktop Friday morning: China smartphone market responsible for recent weak ...
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Broadcom May Have Just Brought Relief to the Battered Semiconductor Sector

The semiconductor segment has not exactly been full of great news in recent months. With some supply shortages having turned into surpluses, slower than expected iPhone sales dominating the news ...
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Why Zscaler Is Thursday’s Big Earnings Winner

When Zscaler Inc. (NASDAQ: ZS) reported its fiscal first-quarter results after the markets closed on Tuesday, the company said it had $0.01 in earnings per share (EPS) and $63.3 million ...
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UBS: Smartphone market on the cusp of a decline?

Yes. But based on a proprietary consumer survey, team USB is sticking with the sticky: Apple and Samsung.   From a note to clients signed by 11 UBS analysts ...
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Rosenblatt cuts Apple price target to $165

Analyst Jun Zhang expects the rest of the Street will cut theirs too.   From a note to clients that landed on my desktop Thursday: We have lowered our ...
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What to Expect When Broadcom Reports After the Close

Broadcom Inc. (NASDAQ: AVGO) is scheduled to release its fiscal fourth-quarter financial results after the markets close on Thursday. Thomson Reuters has consensus estimates of $5.58 in earnings per share ...
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Blogger calls Bloomberg out for anti-Apple bias

“Skip the sensational headlines and long-winded narratives, and report what is going on.” — Neil Cybart to Mark Gurman et al.   From the conclusion of “Apple Pushing Additional ...
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Why Apple (and the rest) collapsed Tuesday

Think you understand what’s going on? You haven’t got a clue, according to ZeroHedge.   From Here Is What Triggered Today’s Sudden Stock Liquidation, (forwarded by a friend-of-the-blog who objected ...
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Is Marvell’s Guidance Good Enough?

When Marvell Technology Group Ltd. (NASDAQ: MRVL) reported its fiscal third-quarter financial results after the markets closed on Tuesday, the company posted $0.33 in earnings per share (EPS) and $851.1 ...
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Hewlett Packard Enterprise CEO Pleased With Results, but Were Investors?

When Hewlett Packard Enterprise Co. (NYSE: HPE) reported its fiscal fourth-quarter results on Tuesday after the markets closed, the company said that it had $0.45 in earnings per share (EPS) ...
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Financial Firms Spending More on Data Protection, but in All the Wrong Places

More U.S. financial sector companies (84%) plan to lift their expenditures for security this year, compared with 78% that raised spending in 2017. Reported data breaches hit 36% of U.S. ...
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Photo finish: Apple, Microsoft, Amazon

On Friday, Microsoft was the most valuable company in the world. On Monday, Amazon made a run.   My take: That was quick. ...
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