|Day Low/High||113.25 / 119.00|
|52 Wk Low/High||58.41 / 139.59|
Let's review the charts and indicators.
This week the Bureau of Economic Analysis will release its very first estimate for first quarter U.S. economic growth on a quarter over quarter, annualized, and then seasonally adjusted basis.
While rival STMicro issued a full-year outlook that got a thumbs-up from investors, TI frequently noted that demand visibility is quite low right now.
In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.
The Fed has attacked developing problems in real-time -- and as China shows signs of life, the semi stocks are benefitting.
While the arrival of additional bad news could lead markets to fall further in the near-term, investor sentiment will likely turn before conditions on the ground see big improvements.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
Splitting one's bets between blue chips and a smaller basket of high-upside plays with more risk could work well over the long run.
Should U.S. regulators block the Cypress/Infineon deal on national security grounds, China could respond by blocking M&A transactions involving U.S. acquirers.
Amid a flood of corporate warnings over the coronavirus, all the major stock market indexes finished last month down 6.4% to 10.1%.
The chip giant's newest Xeon server CPUs are often more than 20% cheaper on a per-core basis than comparable chips launched in 2019, and also pack other improvements.
The answer to that question depends on several factors, so let's break them down.
At least days like today, when we're told the coronavirus has 'peaked,' show us exactly where the coiled springs really are.
Is there more risk ahead or is this a buying opportunity?
How will Chinese demand for goods and services as well as dramatically reduced Chinese production impact U.S. corporate performance?
It may not be too late to take part in the positive market action on semiconductor stocks, but be cautious. Here is how things stand.
What if a stock is being propelled by actual events or changes?
I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.
While chip stocks are now pricing in a lot of optimism, the latest headlines aren't exactly giving bulls cold feet.
During a talk with TheStreet, NXP CTO Lars Reger went into detail about his firm's R&D strategy for various growth markets.
This is a market that thrives on certainty. We got it Friday.
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
There's still some value to be found in the sector. But a lot of the easy money has definitely been made.
We're seeing lots of companies snapping up their peers, and the market is applauding.
Qualcomm's shares moved lower after it forecast strong growth for a chip business that will benefit from 5G adoption, but offered a more measured growth outlook for its patent-licensing business.
Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.
iPhone sales and pricing trends, Chinese demand and wearables and services growth are among the things to watch as Apple reports.
The odds of a Fed December rate cut are now very low. I think the marketplace handles that just fine, as long as the statement with this week's expected cut does not sound too tough, or too cautious.