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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.
A potential resolution would give a boost to certain beaten-down names.
We've been saying that if the Fed or the president blinked in their wars against inflation and China you could have an up day.
This stock moves fast, so acting on target prices and panic points is essential.
The cyclical downturn that TI and STMicro appear to be seeing isn't the end of the world for chip stocks. But trade tensions complicate matters.
Larry Kudlow said the Chinese intransigence on trade is so harsh that he has 'never seen anything like it.'
Buyer beware: semiconductor stocks require close attention.
You have to come to Silicon Valley if you are going to cover stocks.
The company's shares declined by nearly 3% on Friday.
Buybacks are all the rage this semiconductor season.
Shares are down nearly 4% in Friday afternoon trading.
'We expect Micron shares to remain volatile,' one analyst writes.
The $5 billion buyback and solid balance sheet could signal this is actually an investible growth stock.
For most of this year the market has been led by growth stocks.
Washington is no longer held captive by U.S. companies that want to feast off of China.
Qualcomm's strong performance on Thursday placed its shares at their highest level in nearly four years.
The company expects the issue to be fixed by Friday.
Analysts are keying in on the important first step.