Softbank Group: Accelerated Asset Sales (Alibaba, ARM) Read Across to Vision Fund 2
Softbank has sold a further block of Alibaba shares whilst a restructuring of ARM points the way to a reintroduction of that business to public...
532 Views
U.S. Equity Strategy - Bullish Outlook Intact
Considering the absence of breakdowns for the major indexes and for individual Sectors, along with the Fed covering investors’ backs, we continue...
479 Views
Intel. The Competitive Threat That Is ARM.
Apple's long-awaited decision to ditch Intel in favour of its own custom silicon based on ARM was finally announced on June 22 last. Apple sold...
499 Views
Moore's Law Has Ended... Again!
Moore's Law, originally published in 1965, has been expected to end several times over its 55-year history, but never seems to fulfill those...
485 Views
AI Hardware. Executive Departures & Product Cancellations Signal Troubled Times For Intel's Roadmap.
At their AI Summit held in November 2019, Intel touted the advantages of their forthcoming Nervana processors for both AI training and inference....
433 Views