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With telecom capex still under pressure amid 5G rollout delays, equipment suppliers might find consolidation to be the best path to profit growth.
In the long run, the deal could be bad news for U.S. wireless pricing and competition, but good news for the U.S. broadband market.
Shares of mobile infrastructure companies Ericsson and Nokia are catching a bid this morning for a different reason tied to 5G than you might initially think. Yes, so far this earnings season we've received a number of comments that point to the 5G ...
How does one approach these markets? How does one interpret what they see before them?
Almost 200 companies are slated to report quarterly results, including 43 S&P 500 constituents.
We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.
5G is a technological tipping point and these stocks are well-positioned to benefit.
During a talk with TheStreet, Cree CEO Gregg Lowe shared plenty of details about the growth opportunities in front of his firm's Wolfspeed power semiconductor and materials unit.
The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.
Money fled high-growth, high-multiple stocks on Wednesday and chased a mix of both defense and value.
The bond market is running the show? The answer would be... as much if not more than anything else... again.
Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?
It is going to be fast, it is going to be furious during a shortened week of trading.
The German and Japanese governments have both issued rulings that lower the odds of Huawei and ZTE's equipment being used within local 5G networks.
Good morning folks! As Doug would likely say, this is Chris "Not the Designer" Versace, sitting in for today's Diary. As we get ready for the trading day together there is no shortage of things to talk about. - Lyft has boosted its IPO price talk to...
Momentum is a leading indicator and it often peaks and weakens before prices turn lower.
One big reason centers on the upcoming deployments of 5G networks.
Nokia shares could move higher if its key competitors are cut out of the West.
AT&T shares are down pre-market after missing revenue forecasts and reporting substantial video sub loses. The latter is not surprise following Verizon's results yesterday, which showed similar declines in its FiosTV business. No doubt we are seeing...
The glass maker is seeing strong optical fiber demand from telcos and data center owners, and is even growing its Gorilla Glass sales in the face of a weak smartphone market.
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.
The firm forecasts growth in revenue of 3.3% in the year through March 2019, and a 9.7% increase in operating profit.
The cyclical downturn that TI and STMicro appear to be seeing isn't the end of the world for chip stocks. But trade tensions complicate matters.
As most market watchers have come to expect during earnings season, Thursdays are the heavy day for corporate reporting. Tomorrow is no exception. There are a number of key reports to watch and assess. To steal a line from Doug Kass, from my perch, ...
This group is expected to post second-quarter EPS gains of 30%; here is how to trade it.
A strategic shift by Verizon towards telecom investments -- and away from online advertising -- could affect a lot of companies.