|Day Low/High||80.87 / 87.87|
|52 Wk Low/High||58.41 / 139.59|
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.
Rest up for a busy week that includes earnings from Apple, Facebook and Starbucks.
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.
STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.
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.
The bond market is running the show? The answer would be... as much if not more than anything else... again.
Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.