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This move could displace Intel as a chip supplier for Apple, but did the market already anticipate this?
Along with its anticipated plans to migrate away from Intel's PC CPUs, Apple revealed a number of UI and feature improvements for its operating systems and apps.
Is cash still king? Hard to say for sure. Do investors need to be diversified? Yes.
A planned infrastructure bill reportedly includes some funds for 5G and rural broadband spending, while another bill seeks to boost U.S. chip manufacturing capex.
AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.
With more ways to differentiate processors, chip markets are fragmenting and R&D activity is growing.
As the OECD builds second-wave pandemic modeling into its economic forecasts, small-cap action has been frothy and the market awaits Fed Chair Jerome Powell's press conference.
Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.
You buy stocks of secular growers, the ones that have particular engines developed by themselves that allow them to fly into headwinds without a problem.
Let's look at what's responsible for the incredible rally in the Nasdaq, because it's much more indicative of what's really going on in this market than the endless run in hospitality and travel.
Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.
Some -- though not all -- of the extra hardware, software and services spending currently happening would have likely taken place at a later date.
NYSE will reopen the floor in a limited way, banks were in the headlines and Semis lead the rise.
AMD has fabulous chips in great categories with fantastic customers. Things will only get better. That's why of the three I think you can start buying this one on Monday.
For now at least, cloud giants appear to be scrambling to add capacity to help support usage spikes for many apps and services.
There's now a much more reasonable chance the vast opening of American business won't lead to disaster.
It is hard to fully understand how the worst economic crisis we have ever seen is not creating more pressure on stocks.
Stop apologizing, don't surrender to the gloom and tell your story with sympathy but with glory, and don't make us feel like it's a mistake to own shares in your company.
The issue is whether this economic uncertainty is going to weigh on the stock market or not.
More government funding is approved to fight Covid-19 layoffs, Gilead sells off on early reports around China trials and Intel announces earnings.
Overall, the indexes are muddled and clarity is lacking on the economy, but earnings should influence the next major market move.
Among other things, Apple's use of its own processors within future Macs could yield cost savings and boost MacBook battery lives.