December 18, 2020 | Daily JAM, Stock Alerts |
First, it was Apple (AAPL) moving away from Intel (INTC) chips in its entire line of Mac computers. Apple’s own new M1 chip has received positive reviews that support the company’s claims that its machines with the new chip out perform standard Intel or Advanced Micro Devices (AMD) PCs. Now, Microsoft (MSFT) is working on in-house processor designs for use in the servers that run the company’s cloud services. The software giant is using designs from Arm Holdings (in the process of being acquired by Nvidia (NVDA) for $40 billion) to produce a processor that will be used in its data centers. Microsoft is also exploring (which means, I think, that the effort hasn’t gone as far as “working on”) developing another chip that would power some of its Surface line of personal computers. The move by Microsoft would be a big deal.
December 28, 2017 | Daily JAM, NVDA, Stock Alerts |
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July 20, 2016 | Daily JAM, Morning Briefing, Short Term |
Shares of Microsoft (MSFT) closed up 5.31% today after the company announced earnings that beat Wall Street projections. It’s always worth taking a look at what “beating Wall Street projections” actually means in any specific case. Lowering projections and then beating them is an old Wall Street game–and it seems that’s what we’re seeing here.
June 4, 2016 | Daily JAM, GLW, Stock Alerts |
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April 26, 2016 | Daily JAM, You Might Have Missed |
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July 25, 2014 | Daily JAM |
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January 21, 2014 | Daily JAM, Stock Alerts |
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December 13, 2013 | Friday Trick or Trend |
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February 14, 2013 | Daily JAM, Stock Alerts |
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