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CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.
Trade worries have by themselves affected the Chinese sales of many tech companies.
Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.
Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.
We believe that STM has formed a 'bullish reversal pattern.'
The chip stock surge at the week's end shines a light on just how pessimistic some investors had been as earnings multiples fell to rock-bottom levels last year.
The long-term demand bolstered by secular shifts in technology are keeping many onboard the ship for semiconductors in the long term.
The big contract chipmaker issues a downbeat forecast of what lies ahead for the semiconductor giant, and likely for the sector.
The cyclical downturn that TI and STMicro appear to be seeing isn't the end of the world for chip stocks. But trade tensions complicate matters.
Fed policy makers, research directors and the media seem clueless that the economy is slowing, not growing.
The groundbreaking iPhone X might have only been released a few weeks ago but Apple is already looking to its next model
The odds are looking good for activist Elliott Management's push to get a higher sale price for NXP.
Apple Inc.'s European suppliers nursed heavy losses in early Monday trading as tech stocks continued to extend declines amid a global sector sell-off sparked by Friday's pullback on Wall Street.
Elliott Management and other big NXP investors reportedly want the Qualcomm deal renegotiated. Given what has happened over the past seven months, they might just have their way.
Intel's $15.3 billion purchase of Mobileye could just be the beginning
STMicroelectronics is weak (down 5%) overnight amid reports it may not be able to produce enough 3D camera systems for the next Apple phone. Yesterday I moved from small to medium in size in my Apple short at about $139.30.
European suppliers, such as Imagination Technologies, rallied on Wednesday after Apple posted better-than-expected earnings.
The chipmaker's shares weakened recently, offering an entry opportunity.
Mobile transactions are this trend's next frontier.
Good morning, Chris Versace here! I have the honor and pleasure of filling in for Doug Kass once again. It's been a while, but hopefully you'll find me up to the task. There have been a few changes over the last few months, as I've gone from being a...
Investors can profit from Apple's (AAPL) success by using the 'buy the bullets, not the gun' strategy and buying names of companies that make components of Apple products.
That didn't happen, but I expect Cook to be upbeat if not outright bullish.