U.S. Equity Strategy:Â Cyclicals Continue to Lead; Energy Is Bottoming.
Rotation is alive and well. Once-dormant Sectors and Groups are helping propel the market to new highs. While Tech, the overachiever, continues to...
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Opportunistic and Undervalued Broadcom Bid
Qualcomm Inc (QCOM US) received an unsolicited $130 billion offer from Broadcom Limited (AVGO US), in what could be the largest tech deal in...
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Will Renesas Thwart NXP's Plans of Advancing in the Autonomous Driving Landscape?
Semiconductor companies are racing to gain a strong foothold in the nascent but increasingly popular autonomous driving industry. The autonomous...
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Broadcom Is Buying Qualcomm; Two Major Challenges Ahead to Close the Deal
SummaryWe believe the merger news is somehow reliable as Broadcom CEO Hock Tan said at TSMC's 30th Anniversary Celebration Forum on October 23 that...
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Qualcomm Misses Due to the Taiwan FTC Fine; Both Qualcomm and MediaTek Are Losing Shares
SummaryAfter the fine imposed by Korea and Taiwan Fair Trade Commission (KFTC and TFTC) together with losing BlackBerry Ltd (BB CN) arbitration...
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