Tag: investing

Apple is valued at $1 trillion once again after the company’s better-than-expected earnings report that exceeeded Wall Street’s expectations on both the top and bottom lines on Tuesday.

It was only four months ago, Apple suffered its biggest single-day loss in 6 years after cutting revenue guidance.  It seems like the beginning of the end for Apple in late 2018 when Apple announced its fourth quarter earnings report, in which Apple announced it would stop reporting individual unit sales and revenue figures for the iPhone.

However, Wall Street is very moody, first you are liked, then you are disliked, then you are

Akamai Technologies provides cloud services for delivering, optimizing, and securing content and business applications over the Internet in the United States and internationally.  Akamai’s content delivery network (CDN) has more than 240,000 servers in over 130 countries and within more than 1,700 networks around the world. A CDN allows you and I surf the web, pay bills, watch videos faster…you get the picture.  However, to put things in perspective, 85% of the world’s Internet users are within a single “network hop” of an Akamai CDN server.

Akamai Technologies reported their earnings on Wednesday and not only beat expectations, but raised its

Marvell Technology Group Ltd. designs, develops, and markets analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits.  In a nutshell, Marvell is another player in the 5G space.

Marvell grew it networking business 60% year over year and with the acquisition of Cavium last year, now accounts for a little over 50% of the sales. 

Management believes that the company is entering a new product cycle driven by 5G, data center, automotive and enterprise markets and demand for their 5G products should increase in the coming quarters as deployments pick up.

I have been watching this stock since late March and

On Monday Google reported their first quarter earnings and on Tuesday the stock price dropped the most in seven years.

Google reported revenue of $36.3 billion, up 17% over the previous year.  Google’s ad revenue consisted of 85% of that revenue or $30.7 billion which was up from $26.6 billion.  The company said they remain focused and excited by significant growth opportunities across their other business.  However, Wall Street didn’t want to hear that.  They wanted to know why the ad revenue growth decelerated from 24% a year ago to 15%.    I think what really pissed Wall Street off was Google

Amazon recently announcement of evolving their Prime free two-day shipping program to be a free one-day shipping program.  On the news, Target shares decline 5.7% on Friday.  On Monday, Target was upgraded by Barclays to overweight from equal-weight with a price target of $115, which represent a roughly 50% appreciation in the stock price.

“If we focus on the two categories TGT appears to have the most competitive advantages in , Apparel and Home Furnishings, we believe TGT has a minimum ~$140 billion sales opportunity for market share,” analyst Matthew McClintock wrote.This market expansion should help the company overcome the margin