|Day Low/High||598.52 / 619.88|
|52 Wk Low/High||180.68 / 589.07|
Reports suggest Nvidia is in advanced talks with SoftBank to acquire its Arm Holdings chip business, which is already poised to see its considerable industry position bolstered given key partner Apple's recently announced custom silicon for its Macs...
FATMAANN names are leading to the downside, but small-caps and value are outperforming.
The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.
Earnings reports continue to outperform, but can this support equity markets at these levels now?
With about an hour to go until the market opens, U.S. equity futures point to a weak start to the last day of trading for the week. Concerns over the coronavirus resurgence in the U.S., which has started to show signs of weighing on businesses - see...
Financial markets have been warped by policy, which has severed price discovery from underlying economic performance.performance. Know where the exit doors are along the way.
MU's cloud integration and migration to the cloud remains a main business theme driving capital expenditure on the data center.
I wouldn't get out of NVDA. No way. I would consider taking some profit off of the table up here.
Are equity markets still in a confirmed uptrend? It depends on which index you look at.
Marty Zweig's dictums: 'Don't fight the Fed and don't fight the tape.'
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.
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.
I'll be taking at least a third of my long off ahead of the numbers this afternoon.
Profit-taking and rotation could be hurting NVDA, so play carefully to prevent this winner from becoming a loser.
So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.
Splunk, Palo Alto Networks, and Nvidia thrive when so many others are faltering.
My expectation is that at some point Friday there will be some profit taking after the run that we have seen.
A look at those stocks likely to lead in the short- and long-term, the headlines out of China and Hong Kong, and the import of fiscal stimulus.
Over the past 10 quarters, the upside has seen consistently bigger moves than the downside.
As State economies begin the slow process of reopening, the Fed is there to support market function. Facebook's latest e-commerce foray has investors cheering.
Let's step back and look at this market that has abandoned all sorts of safety and went all in on the stocks of companies based on the Fed's words and a promising Moderna study.
Jerome Powell hit the airwaves with some words of caution and comfort. Nvidia is running into earnings.