|Day Low/High||107.03 / 113.00|
|52 Wk Low/High||58.00 / 107.75|
With each passing year, the amount of silicon being designed by hardware makers and cloud giants keeps growing.
With retail stores shut and many consumers viewing smartphone upgrades as discretionary purchases, signs are mounting that smartphone demand has fallen sharply in recent weeks.
It's a paradigm shift that all started with Zoom and Cisco's Webex.
Here are six companies that should come through in the tough times ahead.
Alright, let's talk stocks to watch with an aim toward picking them up at much better prices than several weeks ago. Here's the list I'm watching, some of which are Trifecta Stocks and Stocks Under $10 holdings: Alibaba : Especially as China gets ba...
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.
The answer to that question depends on several factors, so let's break them down.
Earlier today, Bob Lang and I used the day's weakness in Apple and Qualcomm shares to nibble modestly... we are hardly from a full position size in either, and will look to opportunistically build that out at favorable prices. With Walmart's Decemb...
Good morning all! I was hoping that we would start the week of on a bright note, but I'm afraid to say that it's not looking like that will happen at least for U.S. equities. Last Friday, I noted to Trifecta Portfolio subscribers that traders would...
A slew of smartphone makers, contract manufacturers and chip suppliers appear to be affected by the outbreak.
These semiconductor stocks all pay dividends in a sector that usually does not provide income.
Shares of mobile infrastructure companies Ericsson and Nokia are catching a bid this morning for a different reason tied to 5G than you might initially think. Yes, so far this earnings season we've received a number of comments that point to the 5G ...
Qualcomm's 5G modem and RF chip sales are set to grow strongly this quarter. But a few different Chinese issues are acting as overhangs.
Despite a beat in earnings and other promising prospects such as 5G tech, QCOM faces coronavirus concerns and a tangle with EU regulators.
Let's look at a few charts of this 'Stock of the Day'.
The timing of this morning's rally? Almost simultaneously news broke from both China and the UK of possible drugs to fight coronavirus.
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.
As always, it was good sitting in for Doug Kass on a Friday here on the Daily Diary. It was a quiet trading day as one would expect before a three-day weekend. All the major indices ended in the green, but the biggest gain was just over a quarter of...
BlackRock's doin' it, Microsoft's doin' it, so all traders should think about ESG-based investing.
Let's look at this stock's rise compared with Qualcomm in 1999 and even Tesla now.
TSMC issued a strong Q1 sales outlook amid heavy demand for its most advanced manufacturing processes. And it shared a capex budget that has given a boost to chip equipment stocks.
In full disclosure, over at the Stocks Under $10 Portfolio, we trimmed back our exposure to Farfetch shares after the open. Why? The shares have had a great run near 30% and from a portfolio management perspective, it pushed the position size well p...
As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.