Looking at Nvidia’s Mellanox, Cumulus and SwiftStack Acquisition for Insight Into the Arm Deal
Nvidia’s recent acquisition history points heavily towards the company strengthening its enterprise-focused offerings and technology. The potential...
477 Views
Softbank – Doubling Down on Their Investment Acumen as Arm Falters
Softbank released better than expected results today, driven mostly by gains on the sale of its T-Mobile stake and strong stock market performance....
649 Views
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...
598 Views
Softbank – Lining Up an Arm IPO
After monetising stakes in Alibaba, TMobile and Softbank Corp, the next piggybank in Softbank Group’s crosshairs appears to be Arm. We have...
544 Views
Softbank Group: Implications of an Unprecedented Buyback and Asset Sale Program
Softbank's surprise announcement of a buy-back/de-leveraging program should continue to be well received and we expect that today's limit-up 19%...
864 Views