|Day Low/High||217.43 / 228.31|
|52 Wk Low/High||152.93 / 234.68|
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.
Latest salvo in China trade war damages tech while higher rates and oil undercut consumer goods and housing.
This deal could be the first real retaliation against the U.S. tech industry.
Stock futures pointed higher as fears of prolonged military action in Syria faded. Are you ready to trade Monday?
Here's why these stocks have replaced the semis as the group to go to.
Though many tech names still carry high multiples, there are now quite a few with reasonable valuations.
* But we likely have entered an important regulatory inflection point * The steady ride higher for FANG may now be bumpy and more difficult for investors to navigate * Valuations may continue to contract as margins are compressed and ambitious conse...
"The question is will the techs be challenged, too? I keep thinking about two things, the first is the theft of intellectual property that hasn't yet been addressed by the administration and, second, is the hold up over the NXP deal by the Chinese...
The theft of intellectual property can be confronted by a Section 301 challenge directly from the trade representative.
Self-driving cars are coming, and here's how to position your portfolio.
Believe it or not, China really has been dumping steel and aluminum in the U.S.
There are three things I want to listen for, and perhaps focus on, as Fed Chair Powell testifies before Congress.
Each company's shares are likely to pop if some good M&A-related news arrives. And if it doesn't, the downside might be limited.