|Day Low/High||40.56 / 41.49|
|52 Wk Low/High||28.79 / 51.04|
Like other chip equipment makers, Applied is slogging through a rough 2019. But it outlined a case for better 2020 demand.
My better bet will remain on the cloud until the direction that global business has to move toward changes fundamentally.
Following a big rally in recent months, KLA's shares are lower Tuesday after the company maintained a cautious view of near-term chip equipment demand.
As we have seen so far, in terms of market reaction, there is great reward at the point of sale in beating expectations.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
What trader has never both fallen in love with Nvidia, only to eventually feel the scorn of an angry lover's tortured vengeance?
Next week we'll be at the tail end of earnings season. It's been a blast, at least until this past week when we got some iffy news about trade.
The chip stock surge at the week's end shines a light on just how pessimistic some investors had been as earnings multiples fell to rock-bottom levels last year.
What happened today is a recognition by money managers that they are paying too much for the drug and food stocks and too little for the building block techs.
These eight S&P 500 stocks have some of the worst returns year-to-date and represent a diverse roster of promising bounce candidates.
A demand drag and a supply glut are fomenting a perfect storm to pressure semiconductors.
What else can you say about a decision by the Chinese that amounts to a potential repudiation of the Made in China 2025 plan?
There are some solid individual names in tech, but traders must be selective.
Let's see if the worst is behind this stock.
I gave you a NVDA trade at Real Money and Real Money Pro on Thursday. Can't run from that.
* The regime of volatility is growing more conspicuous * An ideal trading market continues * But the earnings disappointments are countering normal seasonal market strength and adversely impacting investors' appetite for risk "Workin' on our night m...
You must hear Nvidia report a good number and you need to hear that Applied Materials won't slash its 2019 forecast.
Investors still fear missing out on a significant year-end rally, despite earnings that appear to be at peak levels and an economy that appears to have reached peak growth.
Larry Kudlow said the Chinese intransigence on trade is so harsh that he has 'never seen anything like it.'
Thinking about this year's losers that may selloff further into year-end.
While not perfect, Lam and ASML's sales outlooks suggest fears of a major chip equipment spending downturn currently look excessive.
As a classic cyclical stock, concerns about macro factors may be taking a back seat to fundamentals and demand indicators.
Share repurchases are shepherding chipmakers through a down period.