|Day Low/High||348.00 / 354.65|
|52 Wk Low/High||135.47 / 367.27|
Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.
I believe that right now, Nvidia is fortunate to be very strong in a business that is consumer-centric, but business spending will return in size at some point.
What is most notable about this market action is that it never seems to fully discount the optimism about a China trade deal.
The chipmaker's charts indicate buyers of its shares were more aggressive going into the earnings it reported Thursday.
CEO Jensen Huang has built a better mousetrap. Or mousetraps.
The market has not had a dip that has lasted longer than an hour in nearly six weeks.
Headline blur. What channel to watch? Who to listen to in real time? How to trade it? Should you trade it? Is anyone even trading anything?
Cloud demand trends, gaming GPU sales and Mellanox deal commentary are among the things to watch as Nvidia reports.
Our latest trading strategy for the chipmaker's shares.
Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.
AMD delivered another quarter of strong growth for its PC and server CPU businesses. However, weak game console demand ahead of next year's console launches is a near-term headwind.
The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.
Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.
Do I want to buy equity here? I have enough exposure to the semis as whole right now.
In the market cap bracket between $5 billion and $100 billion sit some of the most egregiously overvalued, economically inefficient bubble stocks in this peaking market.
Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.
The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.
The chip manufacturing giant issued strong Q4 sales guidance, offered upbeat remarks about 2020 5G phone demand and hiked its capital spending budget.
The Fed is doing this right. Let me repeat... the Fed is not screwing this up.
On days like today you realize how much of this market has been mauled by the bear.
NVDA is moving up and over its key April highs.
Let me give you the items I want to see before I bless buying anything in what has become a plain, out and out, treacherous market.
Prices have been outlining a large triangle-like pattern from April.
Let's hope the blacklisting of eight companies supplying surveillance equipment to the Chinese state is not just another chip on the U.S.-China trade negotiating table.
If your goal is to ratchet up trade tension? There couldn't been a better moment, hence one of the worst moments for the stock market since the trade battle began.
The lack of accurate predictability across all of these metrics is why a certain level of diversification is always necessary.
So many companies -- like Netflix, Facebook and Johnson & Johnson -- are not trading on earnings per share, but on factors that are nearly impossible to quantify.
As cloud giants digest some of their past investments in hardware and chips, they're still investing heavily in growing their data center capacity. That's ultimately a positive for data center REITs and chip suppliers with cloud exposure.