IBM reports its Q4 results after today's market close and is my 2020 pick for the year.
The Disney+ effect, regional subscriber growth and 2020 content spending and free cash flow guidance are among the things to track as the streaming giant reports.
Last year wasn't particularly kind to every stock, but some are turning around for the better in 2020.
It offers exposure to unmanned aircraft systems, drones, tactical missile systems, first-responders, telecom connectivity, and is exploring commercial A.I. & agricultural applications.
MSFT is not one of my names that has just kept on hitting target prices, thus forcing decisions. The stock is getting close though.
The latest estimates from research firm Gartner suggest enterprise software spend could grow at a double-digit rate both this year and next.
Let's look at this stock's rise compared with Qualcomm in 1999 and even Tesla now.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
Thank Morgan Stanley analyst Adam Jonas for all he's shown us on the problem with TSLA.
Growing sales of used iPhones are contributing to installed base growth, while relatively high resale prices give Apple some indirect iPhone pricing power.
Those words relate well to the kind of market we're in now.
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.
MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.
The tech giants are each wagering that new e-commerce and payments features for their platforms will boost ad sales.
After a mid-November pop, IGT shares have been consolidating over the past two months.
Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.
The best way to think about this market is to embrace the idea that it is not logical and levelheaded.
Chip suppliers and others are benefiting as smartphone camera counts rise and camera penetration rates grow in other markets.
This cybersecurity company will likely draw you in with its special $12 dividend, and then keep you for a while.
Intel CPU shortages and the end of a business PC upgrade cycle are both likely to weigh on near-term PC demand.
Better-than-expected 2019 iPhone sales, booming wearables franchises and new services launches all gave Apple a lift in 2019. Changing investor perceptions of the company also seem to have helped.
Let's delve into the charts and indicators.
Let's check to see if the charts are out of this world.
I am not selling any more Apple based on my price targets. I will sell more Apple when the chart turns.
Does it get any better?
The big tech names are once again surging, and as long as they keep their noses clean, that should continue.
Though its public cloud revenue is still much smaller than Amazon's, Microsoft continues to steadily gain share.
What feeds this force and how -- and when is it good vs. suspect?
A reversal will come, for sure, but there's just no way to time it with any degree of precision.
CES has seen AMD unveil new mid-range GPUs, Intel show off its first discrete GPU and Nvidia unveil new technologies for eSports players and VR headset owners.