|Day Low/High||81.48 / 86.27|
|52 Wk Low/High||58.52 / 122.36|
A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.
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...
At least days like today, when we're told the coronavirus has 'peaked,' show us exactly where the coiled springs really are.
There is no political will on either side of the aisle to address ever expanding deficits.
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.
Think about where Amazon went from $76. That's where one of these favorites could go.
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.
MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.
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.
This is a market that thrives on certainty. We got it Friday.
Earlier today before all the U.S.-China trade stuff boiled over, I was asked the following question: "Chris, what are your favorite small cap tax loss bounce plays for end of year...that aren't massively fundamentally challenged?" We're in that tim...
Let's take a break from the trade related headlines, shall we? There are after all other things going on in the world beyond trade and impeachment. Here are a few that are catching my eye: Proving the premium smartphone market is alive and well, at...
We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.
Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.
5G is a technological tipping point and these stocks are well-positioned to benefit.
There's still some value to be found in the sector. But a lot of the easy money has definitely been made.
During a talk with TheStreet, Cree CEO Gregg Lowe shared plenty of details about the growth opportunities in front of his firm's Wolfspeed power semiconductor and materials unit.
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.
Let's see if the charts are overbought or if there is still room to run.
You can't have the best of all possible worlds, or at least you can't have it for long.
The mobile chip and patent-licensing giant delivered better-than-feared results and guidance, and talked up 5G's expected impact on its chip business next year.
But the question is what the Chinese are going to do to show they mean business ahead of the talks.
Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.
I do think that this Fed Chair has learned to be cautious, in reflection of the policy errors made in late 2018.