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240 results for pcs
One Path for How This War Ends (And What Markets Are Missing)
Iran rejects a ceasefire… how does this war resolve?… Luke Lango’s roadmap and timeline… a flurry of red flag headlines from private credit… it’s time…
Why the Fed Isn’t Cutting Rates – And What’s Changed
In today’s Market 360, I’ll break down what the Fed just did – and why investors may be focusing on the wrong story.
2 Companies Tackling the AI Bottlenecks
To give you a sense of these “Golden Rivet” makers Eric discusses in his latest presentation, I’d like to highlight two companies at the forefront of the…
Everyone’s Watching the Wrong Part of AI
In today’s Smart Money, let’s walk you through some emerging bottlenecks in AI, and I’ll show you why they could determine which companies win the next phase of the AI boom.
AI Agents vs. Seat-Based SaaS: The Hardware Bottlenecks Investors Can’t Ignore
This is the heart of what we’ve been calling “SaaSmaggedon” — the slow-motion collapse of the traditional seat-based SaaS model under the weight of AI…
The Next Nvidia May Come From This Industry
The AI revolution requires enormous amounts of critical materials. When demand outruns supply, bottlenecks form – and the companies controlling those choke points can become…
Why This Stock Could Become the “Apple of AI”
In the AI market, there’s a pivot from “Stage 1” to “Stage 2” happening in front of our eyes. That means we investors will want…
Sprint May Take Another Look at PCS
Sprint is making noise that it might take a look at a purchase of MetroPCS or even the eventual combined T-Mobile/MetroPCS entity for scale and…
MetroPCS, T-Mobile Get Merger Approval From FCC
The Federal Communications Commission has granted approval for the merger of T-Mobile and MetroPCS.
Desktop PCs Head the Way of the Dinosaur
Rising sales of tablets computers have left makers of traditional personal computers scrambling to stay relevant and adapt to shifting consumer demands.
PCs Remain an Albatross for Intel
Intel was selling off Friday after it lowered Q3 revenue forecasts — yet another cloud muddying up the chipmaker’s near-term future.
Amazon’s Alexa May Be Coming to PCs Soon
Amazon (AMZN) has announced that its Alexa voice assistant — its response to Siri — may be coming to PCs soon. Here’s what you need…
MetroPCS’ Fall Presages Two-telecom Future
MetroPCS’ wretched second-quarter earnings report — and the subsequent stock drop — are a sign of things to come for smaller mobile providers.
Tuesday Apple Rumors: iPad Replacing PCs?
PCs’ sales lead over tablets continues to fall, lending credence to Tim Cook’s recent prediction that tablets will one day replace desktop computers.
What’s the Call on T-Mobile-Metro PCS?
Here’s an assessment of the likely outcomes, including the merger’s chances for success and how the tie-up might alter the industry’s landscape.
From Dormant to Dominant: How AI Is Revitalizing PC Stocks
AI PCs are creating a renaissance in the PC market wherein PC stocks like Dell and HP could party like it’s the 1990s all over…
MetroPCS Users to Get Free Unlimited Music Streaming
MetroPCS is introducing a new feature called Music Unlimited that will offer certain customers unlimited music streaming.
Google Chromebit and Intel Compute: PCs on a Stick
Google Chromebit and Intel Compute are preparing to wage war, with both offering a cheap PC experience using your TV and a tiny HDMI stick
AMD Confirms It: Ryzen CPUs Are Locking Up PCs
Advanced Micro Devices (AMD) should be celebrating Ryzen right now, but instead AMD is working on a fix, as the CPUs are freezing PCs.
Top Telecom Stock Performers in April – T, VZ, S, LEAP, PCS
Telecom stocks as a group slightly outperformed the market in April. Diversified telecommunications blue chips like AT&T (T) and Verizon (VZ) didn’t have much to…
Why AI Will Drive Major PC Market Growth in 2024
We believe that when Dell and HP launch their AI PCs in 2024 and ‘25, companies across America will go on an AI PC shopping…
Microsoft Stock: Betting Big on ‘AI-puters’ to Drive the Next Growth Phase
Microsoft stock can continue to march higher in 2024 as Microsoft seeks to modernize PCs with cutting-edge features.
The iPad Hasn’t Killed PCs Yet
Those ‘other’ computers are still a powerful market.
Can Razer and Project Christine Reverse Sliding PC Sales?
Razer just debuted Project Christine, a modular PC concept that could save the PC … but that still won’t reverse falling PC sales.
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