The GPU giant could see value in ARM's large mobile footprint and budding server CPU efforts. But a deal would also present some challenges.
DT is a technology company that specializes in software intelligence products.
Plus, it could be quite a while before the labor market can absorb all those people who are out of jobs.
I suspect that we're more likely to see corrective action in the form of a rotation rather than broad selling in the indices.
This is a good example of the great difficulty of being an anticipatory bear in this market.
The big momentum winners of the past two days are seeing some nasty reversals.
We update on a bullish strategy on QCOM as it rises to around $105.
More than anything else, the hearings shine a light on how tech giants are looking to defend themselves as antitrust probes continue.
It's a good time to check the WORK charts again.
These suppliers to and rivals of Huawei Technologies could see their revenue dinged due to the U.S. sanctions against the Chinese telecom supplier.
These House antitrust hearings are ridiculous given that the companies on the hot seats are about the best thing we have going for us.
Selling is broadening and speculative trading is narrowing, but it's tough to read too much into either yet.
In a 'normal' recession, these would be real losers -- but right now? They look like numero 'UNO'.
Let's review the charts and indicators ahead of SHOP's earnings release.
Traders have been going long.
The technical signals of the semiconductor maker are bullish and hint that the stock could rise significantly from current levels.
Precious metals reverse on a strong dollar, which should trigger some rotational action.
In both 2000 and 2008, many smart investors bought into bullish narratives about high-growth companies that ended up falling apart.
Here's how I approached the chart of the Invesco QQQ, and why I started with April and not March low.
Despite a lack of positive news, a fear of missing out continues to dominate market sentiment.
Why should we have all these areas going up and why do we have these price target boosts for the big techs?
It looks like GOOGL can trade still higher.
The charts and indicators suggest that prices can move even higher from here.
Let's review the charts and indicators.
I would probably like to go into this Wednesday's earning report bearish, and here's my trade idea.
FATMAANN names are leading to the downside, but small-caps and value are outperforming.
Perhaps you're wondering: Why can't the mega caps and the small caps go up together?
The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.
Typically, when leading names correct, the entire market will fall in tandem, but here's what's happening this time.
It will run its course and the longer-term uptrend will eventually resume.