|Day Low/High||139.54 / 143.27|
|52 Wk Low/High||56.65 / 146.00|
Some pandemic beneficiaries are seeing growth slow down. But secular and/or cyclical trends remain strong for many other tech names.
The U.S. economy's next recession has already been scheduled. We just don't have a specific quarter just yet.
Plus, a look at what's going on inside the trader's brain as he looks at Walt Disney, Airbnb and SoFi Technologies.
Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.
Just as fears of Fed tightening and a trade war created buying opportunities in tech and elsewhere in late 2018, arguably overblown fears about the Delta variant's economic impact are creating opportunities now.
Peak says sell now or forever hold your peace because you can only go down from here.
I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.
Many stocks with nosebleed valuations shot higher in response to Fed policy becoming more hawkish, while many quality cheaper names sold off.
Let's look at the many positive story lines out there -- which having nothing to do with the Fed -- and what they mean for investors.
The NABE survey is what moved markets on Monday. Don't let some non-practitioner tell you differently.
Last week was the first week in ages that I thought there was as much good inflation news as bad even as very few seemed to notice it.
Here comes the beginning of the end for digital assets meant to act as currency outside of national or global money supplies.
It seemed to the casual observer that equities sold off with, and then rallied with cryptocurrencies, which would appear to be the most unholy of correlations.
Can you buy Tesla, Spotify, Zoom? Each is a different story, so let's look at tech stocks and how they're moving as we go into the reopening.
Bring back the gold standard? Whatever nation that did so would instantly have the most highly desired currency on the planet.
Reuters is reporting Commerce Secretary Gina Raimondo said the United States is asking Taiwan Semiconductor and other firms in Taiwan to prioritize chips for American automakers during the global semiconductor shortage. Odds are shares of automake...
We're several months away until Apple reveals its next iteration of the iPhone and we're even several weeks out from its next World Wide Developer Conference but yet, the iPhone rumor mill is already whirling away. Here's one of the latest ones that...
We've been long Applied Materials for some time over at Trifecta Stocks, we've benefitted tremendously and the positive data points just keep coming. So far this earnings season Lam Research and others serving that market have delivered beat and rai...
When you hear about chip shortage you need to think of Lam. The world needs Lam to add to capacity as fast as possible.
These seven concerns are why I took money out of the market for my charitable trust.
It may not be the time to establish long positions in the maker of semiconductor manufacturing equipment.
Could equity markets be ready to roll over? To tell you the truth, I thought that the risk to the downside had increased late last week.
I find this action most likely to be less than sustainable, without provoking an algorithmic counter. In other words, don't just be nimble, but tread softly.
Amid the vaccine rollout, we have low rates, money coming from the government to families, and a Fed committed to creating jobs. Here's what it all means for investors.