ARM Holdings: Great Business, But Estimates Seem Frothy
ARM Holdings is truly the world's best semiconductor IP company, but that doesn't necessarily make it the best semiconductor IP stock today.
Qualcomm Goes 64-bit, but With a Twist
Qualcomm just announced a new 64-bit chip for - you'd never guess - the low end of the handset market! What does this mean for investors?
Where Is Intel Going in 2014?
Fresh-faced Intel CEO Brian Krzanich is getting used to his executive chair. He'll use 2014 as a transitional year, building a solid strategy for Intel's long term.
A Glimmer of Hope for Intel’s PC Business
The "death of the PC" has been in progress for some time, but it seems to be less of "death" and more like a baseline reset.
Why Microsoft Should Ditch Windows RT in the Surface 3
Microsoft's hedge against Intel's inability to deliver low-power, high-performance chips is no longer needed. Surface 3 should come packed with Intel silicon.
This Chip Stock Gets a Major Boost
J.P. Morgan's Harlan Sur tells investors that major cellular wins at Samsung and another "major cell phone vendor" are coming. Is it time to get excited?