Why did Apple settle with Qualcomm now? Can you say 5G?

Apple moves big in battery wars

Apple (AAPL) has hired Samsung's head of global battery development, Soonho Ahn. At Samsung SDI, the battery-producing affiliate of Samsung Electronics, Ahn led development of lithium battery packs and worked on next generation battery technology. Two ways that this...
Why did Apple settle with Qualcomm now? Can you say 5G?

Tech wrecks U.S. stock market again today

After a week when plunging prices for chip makers made it hard for the U.S. indexes to make much headway, even after earnings beats from companies such as Netflix (NFLX), today the software and advertising technology stocks joined in the rout. That sent the Standard & Poor’s 500 down 0.85% to 2668. Apple (AAPL) continued its role as heavy for the week falling another 4.1%.

Notes You Need for March 9: Samsung S9, rig count, U.S. dollar, Albermarle, copper, lithium

Notes You Need for March 9: Samsung S9, rig count, U.S. dollar, Albermarle, copper, lithium

In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A representative sample is this entry from today: “10: 20 a.m.: Recode is out with the compilation of reviews on Samsung’s new flagship phones, the Galaxy S9 and S9+ due in stores on Friday, March 16. Consensus: It’s not an “If you’ve seen last year’s Galaxy S8, you’ve seen the $719.99 S9. The Bixby voice assistant is still a dud.” Samsung added a number of gimmicky features, Recode concludes, such as face-scanning, aperture-switching, Super Slow Motion and AR Emoji to show on TV commercials. The company did make a number of unseen changed to improve the user experience. My take is that this illustrates the big current problem with top end smart phones: Where’s the whiz-bang to get people to ditch their old phone and spend $700 to $1,000 on a new model?”

Buy Synaptics–my expanded thoughts

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