The Qualcomm Incorporated logo is being displayed at their pavilion during the Mobile World Congress in Barcelona, Spain, on February 28, 2024.Qualcomm wants to get closer to robot makers.The company said Tuesday that it's acquiring Arduino, an electronics maker whose inexpensive programmable circuit boards and computers are common in hardware startups and robotics labs for prototyping.Qualcomm didn't announce a price for the transaction, but said the Italy-based company would become an independent subsidia ...

Oracle Corp Chief Executive Larry Ellison during a launch event at the company's headquarters in Redwood Shores, California June 10, 2014.Oracle's massive growth trajectory for cloud infrastructure is lifting all boats.The cloud giant forecasted skyrocketing sales to $114 billion in the company's fiscal 2029, signalling demand for artificial intelligence processing will remain high over the next few years, and will require Oracle to build out new data centers."The guide for a 14x of Oracle's cloud infra seg ...

“I love working with Elon Musk. We've built some amazing computers together. We're going to build many more computers together.”https://t.co/TVOlHWXX9A ...

“I love working with Elon Musk. We've built some amazing computers together. We're going to build many more computers together.”https://t.co/TVOlHWXX9A ...

Group 1: Trade War Impact on Companies - The trade war initiated by President Trump has left several high-profile companies vulnerable, with Walmart indicating a need to raise prices due to tariff pressures, while Home Depot plans to stop carrying certain items instead of raising prices [2] - Apple faces significant exposure to tariffs, estimating a potential cost of $900 million in the fiscal third quarter as it adjusts its supply chain to source products from India instead of China [5][8] - Intel has been awarded up to $7.87 billion in funding from the CHIPS Act, but its future remains uncertain due to its significant debt of around $50 billion and challenges in the competitive semiconductor market [10][12] Group 2: Company-Specific Challenges - Apple’s reliance on discretionary consumer spending means that a recession or increased prices could lead to reduced consumer demand for its products, which are primarily smartphones, tablets, and computers [6][9] - Intel's market share has been declining, particularly against AMD in PCs, and its efforts to penetrate the AI market have not met expectations, with its Gaudi 3 accelerator missing a $500 million sales target for 2024 [10][12] - Both companies are at risk from a potential recession triggered by the trade war, with Intel particularly vulnerable due to its cyclical business model and reliance on PC sales, which could decline significantly in a downturn [11][13]

Nvidia (NASDAQ: NVDA) just became the latest company to get hit by the trade war.On Wednesday, the stock tumbled after it announced that it would take a charge of up to $5.5 billion in the first quarter due to a new restriction on exports of its H20 chips to China. Those chips are less powerful versions of its popular artificial intelligence (AI) accelerators, and the policy is in keeping with increasingly tight restrictions on sending cutting-edge technology to China.The U.S. has pressured a number of othe ...

Core Viewpoint - President Trump's "Liberation Day" tariff program has raised concerns about a potential recession, leading to significant market declines and increased demand for safer investments like U.S. Treasury bills [1] Market Impact - The stock market experienced a loss of approximately $3.1 trillion on Thursday, marking its worst day since 2020, with the S&P 500 dropping 4.8%. On Friday, the S&P 500 fell an additional 5.9%, resulting in a total two-day loss of 10.5% [2] Amazon's Vulnerability - Amazon's stock has dropped 12.8% since the announcement of tariffs, erasing all gains from the past year. The company is particularly vulnerable due to its reliance on imported goods, especially in categories like computers, cellphones, and electronics [3][4] - In 2024, Amazon's sales are projected to reach $638 billion, making it the second-largest U.S. company by total sales [4] Sales and Revenue Structure - As of Q4 2024, product-based sales accounted for about 68% of Amazon's total revenue, indicating a significant reliance on product sales over services. Higher tariffs on non-U.S. manufactured products could negatively impact sales if prices rise and consumer spending decreases [5] Competitive Positioning - Amazon has maintained a competitive edge by offering lower prices, averaging about 14% lower than similar retailers during the holiday season. The company has also launched Amazon Haul to facilitate shopping for lower-priced items [6] - Unlike Amazon, Walmart may be better positioned to weather a recession due to its focus on essential grocery items [6] Long-term Strategy - Amazon's strategy involves prioritizing customer retention and market share over immediate profits, allowing it to absorb short-term losses better than smaller retailers [7] International Operations - Amazon operates in approximately 130 international locations, making it susceptible to the impacts of a potential global trade war. However, its established market position may provide some resilience against these challenges [8] Stock Valuation - The recent market decline has resulted in Amazon's stock trading at its lowest P/E ratio in over a decade, presenting a potential buying opportunity for long-term investors [11] - Historical performance shows that Amazon has previously recovered from significant stock declines, suggesting that current volatility may be viewed as an opportunity to invest [10][12]