semiconductors

Alphabet is on the rebound after ad dispute; Nvidia may not have as good a year as in 2016.
Investors' worries about a slowdown are not justified.
Their overseas business has been carrying them.
The price could be correcting for a longer period of time.
Higher average selling prices combined with lower manufacturing costs could drive gross margins higher.
The move to stocks like those of Micron or Oracle, which recently reported good numbers, usually doesn't happen so early in the day.
Friday's surge at the open could lead to more gains for WDC.
Its stock just went boom. Again.
A longer-term look at a bullish AMD.
Here are our next price targets for the longs.

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