|Day Low/High||89.80 / 92.49|
|52 Wk Low/High||67.62 / 122.24|
Micron Technology, Intel and Lam Research are good buys on this heat in semiconductors.
There's still a chance that Chinese regulators will approve Qualcomm's deal to buy NXP. And if they don't, a low valuation and buybacks should limit NXP's downside.
Tim Collins says MU traders should view the injunction as just noise and jockeying for position.
Our GLUM Index stocks will be hit hard by this trade war.
With the Nasdaq trading above 7,700, it's not hard to see how worries about tariffs, export controls and other potential consequences from a trade war could weigh on tech stocks.
Trump really isn't worried about averting the damage from tariffs.
Now our job becomes somewhat more difficult.
The president knows that we are being beaten in trade by the Chinese and the president doesn't like to lose.
Retailers are taking some hits after recent gains, which is a good thing.
From Qualcomm to Macy's, Jim offers his conclusions from a day of talks with company executives.
Not all semiconductor firms are valued equally. Here's how to play QCOM.
The Nasdaq hit an all-time high today, and It's Not Just FANG anymore.
What's mind-boggling is the belief NXPI will be worth less if the buyout from QCOM fails.
The groups that are winners will stay winners as long as interest rates maintain their downward trajectory.
I find the whole line of inquiry about the reality of the market's climb to be fatuous.
I can't stress how important the ZTE news is for the group.
With Trump backing off trade threats, Chinese names like 58.com are back in play.
President Trump has instructed the Commerce Department to help China's ZTE, which is a "good" sign for investors who have been worried about a trade war between the two nations.
U.S. stock futures rise and Asian markets are higher as Donald Trump pledges to support Chinese telecommunications giant ZTE Corp. The move raises the prospect of a near-term agreement on trade with China. Watch now for more!
President Trump's weekend tweet about ZTE might prompt Beijing regulators to let the Qualcomm/NXP Semiconductor merger go through.
In "We Need A Wall To Come Down To Go To The Next Level," Jim "El Capitan" Cramer observes how little has changed fundamentally from a week ago when markets were materially lower: "We went from pricing in a lot of bad to pricing in a lot of good in ...
What's incredible to me is that nothing's really changed except things have gotten worse.
The optimism about trade with China is what truly inspires a rally like today coupled with a benign route for rates to go higher.
Forward looking valuations, except for Nvidia, are very low.
And, globally, mergers and acquisitions are off to their best start ever for a new year.
Is the 10 year Treasury crossing 3% trouble? I think that analysis is dead wrong, stupid, even.