|Day Low/High||562.43 / 585.42|
|52 Wk Low/High||181.38 / 582.48|
The stocks that performed well were the stocks that you would reach for in a recession.
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.
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, ...
Comments yesterday and today from Lam Research and ASML Holding ASML point to favorable future growth in chips due to a variety of factors. They include: artificial intelligence, augmented reality, virtual reality, 5G and the IoT, semi-autonomous an...
Pricing pressures is expected to only get worse in 2019.
Lam Research is showing Applied Materials that China is still open for business.
The indices need to find support and we need some better pockets of strength.
AMAT could be turning its ship around after a sustained 2018 slide.
Alright folks, it's time to wake up, grab that coffee or other beverage that helps you start the day, and let's get ready for the market day ahead. Doug Kass is off and I'm ready to go. It's going to be a busy morning given some of the earnings repo...
IBM's earnings report was disappointing, but Lam Research and Netflix rocked earnings.
Adobe released new guidance for the rest of this year and 2019. With 20% growth in the cards, this name is a buy.
Buyer beware: semiconductor stocks require close attention.
Lam Research prices look to be headed still lower to the $137 area.
Stay diversified and stay the course, there's nothing here that's going to change things longer term.
Micron drops as questions are raised about semiconductors' outlook.
The Philadelphia semiconductor index gave up 2.7% on Thursday.
TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer weighs in on Tuesday's trending stocks from the floor of the New York Stock Exchange.
Let's check out the charts and indicators again.
With Applied Materials reporting earnings in August, this stock could still take a hit.
If others don't want to buy stocks, then why rush to put capital at risk?
GDP numbers will influence perceptions about inflation and how quickly the Fed may raise interest rates.
Micron Technology, Intel and Lam Research are good buys on this heat in semiconductors.
This group is expected to post second-quarter EPS gains of 30%; here is how to trade it.
David Butler explains why Micron and U.S. chip makers will be just fine and why China can't do it alone.
With the Nasdaq trading above 7,700, it's not hard to see how worries about tariffs, export controls and other potential consequences from a trade war could weigh on tech stocks.
The news flow is ripe for some selling.
Better trade news could help tech stocks, and could eventually boost oil-infrastructure plays as well.