ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. The firm focuses on companies with strong balance sheets and attractive cash flows with compelling valuations rather than following market trends. The strategy outperformed the benchmark Russell 2000 Value […]
Tag: Qualcomms
AMD Is Convinced Its Latest CPUs Will Crush Qualcomm’s Chips for Copilot+ PCs
This post was updated 6/3/2024 at 8:21 a.m. ET to include more information about OEMs who will sport the new AMD Ryzen AI 300 series chips. Just when you thought you had a moment away from any more AI-focused hardware news, AMD is leaping into the “AI PC” arena with its latest mobile laptop chips. […]
Could Qualcomm’s Computex event be the company’s most important moment ever? Here’s why.
Is Qualcomm’s biggest moment just days away? With its much-hyped Snapdragon X Elite chip powering so-called MacBook killers, the San Diego-based multinational could rock the computing world less than a week from now during the Computex convention in Tapei, Taiwan. On Tuesday, Qualcomm President and CEO Cristiano Amon teased a keynote speech dubbed “The PC […]
Intel next-generation Lunar Lake CPUs launching in Q3, Arrow Lake in Q4 — mobile chips claimed to be 1.4x faster than Qualcomm’s X Elite processors
Intel fired yet another salvo in the AI PC war today with claims that its Lunar Lake chips, which are on track for launch in Q3 2024, deliver 1.4x more AI performance than the Qualcomm Snapdragon X Elite chips that Microsoft showed off today. Intel also claims incredible gains in battery life and power efficiency, […]
Leaked Dell docs suggest Qualcomm’s new laptop chips could deliver nearly twice the battery life of the latest Intel CPUs
A leaked internal presentation by Dell on its forthcoming laptop models continues to give up interesting nuggets, this time a slide notes that Qualcomm’s Snapdragon X processors are cheaper and less energy-hungry than all of Intel’s recent chips, including Meteor Lake. So much so, that in some cases, battery life in equivalent laptops is extended […]
Next-gen Arm Snapdragon X chips for PCs to arrive in 2025 — major Dell leak exposes Qualcomm’s roadmap with ‘V2’ and ‘V3’ models
Qualcomm’s Snapdragon X mobile processors are already poised for sequels, with the yet unreleased CPUs already slated for 2nd and 3rd generation releases for notebook PCs in mid-2025 and late 2027. A major Dell leak acquired by VideoCardz contains an XPS roadmap, which also contains auspicious dates for Snapdragon X’s future. The leaked Dell executive […]
Qualcomm’s Snapdragon X chips in Dell XPS 13 Plus laptops will nearly double battery life over Intel, cost half as much
According to leaked internal documents, buyers of upcoming Dell XPS 13 Plus laptops with the Qualcomm Snapdragon X processor could enjoy twice as much battery life during video playback. Dell has been testing the new Arm-based laptops and comparing them with older XPS 13 systems using the Intel Alder Lake-P chip. In addition to the […]