|Day Low/High||96.08 / 98.50|
|52 Wk Low/High||67.62 / 112.00|
Given the sidestepping of trade restrictions for the European chipmakers, they could be poised to fill the void left by larger U.S. competitors that have long been dominant in the region.
Nvidia still needs China's approval for the buyout of Mellanox.
Trade worries have by themselves affected the Chinese sales of many tech companies.
Nvidia's biggest acquisition is in the hands of Chinese regulators at an inopportune time.
The Dutch chipmaker issued better-than-expected sales guidance, thanks in part to good exposure to several chip markets seeing healthy growth.
How all this, plus things like the housing market's New Home Sales, are helping support the market.
I am spying more upside potential in a name that has become the red-headed stepchild of the semiconductor space.
The German and Japanese governments have both issued rulings that lower the odds of Huawei and ZTE's equipment being used within local 5G networks.
Is the semi space in for another round of M&A?
NXPI has its hands in two of the strongest growth sectors of tech in terms of usage and need for innovation.
But most important, networking is on fire - the internet of things and that's so terrific for everyone.
It signals the glut in chips may be done with, which is good news for most of the semiconductor names.
Backed by favorable Prime sign-up and renewal data, the e-commerce and cloud giant is betting on everything from Yankees broadcast rights to a costly Lord of the Rings series.
It's the group to buy every time you hear that trade talks might falter simply because it has much more going for it than just China or cellphones.
The market can still go higher, but the time has come for the slope of price discovery to normalize a bit.
The beaten down semiconductors are building up some serious momentum.
The long-term demand bolstered by secular shifts in technology are keeping many onboard the ship for semiconductors in the long term.
Today they are reversing and it is all about the bold Micron upgrade from BMO Capital.
Value hunters would be wise to consider this company.
I think we are right to feel totally betrayed by our leaders for not realizing what they have done to the possibilities of much slower growth in 2019.
What to buy and what to trim on the 90-day extension on trade talks.
Who's likely to win and who's likely to lose on Monday.
We are all struggling to figure out when this rout ends.
Fed tightening could stymie semis.
I lean bullish on Nvidia, but with tempered expectations of a 4% to 5% post-earnings upside.