|Day Low/High||74.18 / 76.80|
|52 Wk Low/High||48.44 / 96.73|
Following a Nikkei report that Apple has told suppliers to boost production of the iPhone 11 series by up to 10%, shares of key Apple suppliers including Broadcom , Qualcomm , Qorvo , Skyworks Solutions and Lumentum Holdings should catch investor at...
Analog chip suppliers, optical component firms and chip equipment makers could be among the firms that see M&A interest if trade tensions continue to ease.
Is the temporary license granted for U.S. exports to Huawei part of the ongoing attempt to reach a trade deal -- or is it early stages of what might end up as a protracted cold war?
It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.
Apple has fallen back to Earth in recent months and made an impact on a number of companies in doing so.
The company's recent sales challenges have less to do with pricing for its new flagship iPhones than with breaking from its traditional formula of keeping the prior year's flagship iPhone around at a discount.
My concern isn't for Apple itself, but for the indices that have relied on this stock as a leader.
Here are 6 points showing China's growing economic weakness on this trade war. Stay away from China-exposed stocks, for now.
What would make this market bottom? I have 5 things that must occur before we do.
This is the sort of market where you have to focus on capital protection.
Break in. Lumentum Holdings issues very bad guidance. Must be Apple related.
* What was up in a down market today? * Searching for trading rental ideas In looking for short-term trading ideas I often comb my screen for stocks that were green in a sea of red (long candidates) or red in a sea of green (short candidates). Here ...
The Dow rallied to close the day in the green after falling as much as 200 points in the session.
Though many tech names still carry high multiples, there are now quite a few with reasonable valuations.
This earnings season is already showing that capital spending from cloud giants remains far stronger than spending from traditional carriers. That affects quite a few hardware and chip firms.
U.S. stocks move higher after early slip, as investors digest Apple's latest results.
The disaster du jour is in the optical space, as discussed early this morning. * Oclaro -28% * Lumentum Holdings -8% * Finisar -12%
I'm always excited about the potential for new trades when we have selling like this.
The market is seeing some increased volatility, which makes things more interesting for stock picking.
For months I have been negative on the fundamentals of the optical space. After the close Applied Optoelectronics pre-announced to the downside -- in a meaningful way. I would expect Finisar , Lumentum ,Oclaro an the others to suffer in the time ah...
The iPhone 8's reported inclusion of several new technologies is expected to yield changes in Apple's supplier mix.
On the whole, tech stocks had a solid earnings season. But many richly-valued names sputtered despite releasing decent numbers.
The optical space has taken another leg down today (Applied Optoelectronics -$30, Lumentum Holdings -$4 and Oclaro -7%). I would continue to avoid this sector.
A warning from MACOM Technology Solutions Holdings that China business is weak has adversely impacted the optical sector today. Oclaro , Applied Optoelectronics and Lumentum Holdings are down in sympathy.
The 100-point turnaround in the Nasdaq isn't surprising, but should be a wake up call.