|Day Low/High||38.91 / 39.84|
|52 Wk Low/High||16.03 / 41.79|
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.
I have to wonder if the advent of increased exposure to technology has something to do with the incredibly broad lack of situational awareness.
By launching a low-cost Xbox, Microsoft could grow the number of Xbox users it can monetize via game sales and an expanding array of services. AMD could also benefit.
Traders could go long on AVGO, as the charts appear to show price targets of around $335 and then $400.
During a Tuesday keynote at the annual AWS re:Invent conference, Amazon emphasized the breadth of its AWS service lineup, as well as its investments in custom chips.
There's still some value to be found in the sector. But a lot of the easy money has definitely been made.
I think AMZN could provide a good very short-term trade from the long side... this week.
The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.
Here's a salute to our best and brightest, who keep this nation's economy -- and our livelihoods -- going strong.
AMD that's the rest of the story: After checking in earlier this week on the tech company, we feel traders should now see price weakness on Friday as temporary.
Also, Fed Chairman Powell says there are no plans for a U.S. digital currency (for now), plus Tesla's electric pickup.
Companies that want to survive in this world need better tech -- tech that individualizes, tech that tells the story, tech that keeps it current, tech that keeps customers happy.
During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.
What is most notable about this market action is that it never seems to fully discount the optimism about a China trade deal.
CEO Jensen Huang has built a better mousetrap. Or mousetraps.
Whereas Intel is charging far less per CPU core for its latest high-end desktop CPUs relative to a year ago, AMD is going in a different direction with its newest offerings.
Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.
Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.
EPYC processor revenue and unit sales jumping more than 50% have paced the way for AMD.
This firm is operating at a level many thought that it would never see again.
Aggressive traders could use a shallow dip to buy or add to long positions in shares of the semiconductor giant.
Markets are watching what Fed Chair Powell will signal for future rate cuts during this afternoon's FOMC rate decision.
AMD delivered another quarter of strong growth for its PC and server CPU businesses. However, weak game console demand ahead of next year's console launches is a near-term headwind.
If there was not a sizable addressable market for Beyond Meat, the competition would not be building as quickly as it is.
The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.
Let's check and see if this uptrend can be sustained.
Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.
Do I want to buy equity here? I have enough exposure to the semis as whole right now.