|Day Low/High||47.39 / 47.78|
|52 Wk Low/High||35.38 / 57.20|
As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.
Market indices are close enough to their apex where profits can be taken and cash be raised intelligently.
And as the semiconductor sector continues to shine, Brooks Automation is a name to keep in mind.
Apple's push toward services is a valuation-driven necessity.
The trouble for me, as an investor, is that this business remains in decline until it is not in decline.
We could see a retest of Micron's December low, but it's not clear if that will be a buying opportunity.
And why maintaining a small position in defense stocks is important.
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.
Let's see if we should join them.
Though there's a pocket or two of softness, cloud capex growth remains pretty strong overall.
For NVDA investors the keys will be performance/outlook for segments such as gaming, and the data center.
And keep in mind that earnings season is not over, and there's enough juice left to impact the marketplace.
SHAK beat expectations for both EPS and revenue, but same-store sales decreased. Here is how I would play it.
It becomes difficult for me to tell you where to run in these markets...
How's a 5.4% dividend yield sound, income investors?
A number of quality chip companies now sport dividends above 2%. Here's a look at a few of them.
CAO Dave Morton had been on the job less than a month.
These names are showing technical characteristics of either bullish or bearish reversal patterns over the past week.
TSLA has always been a cash-burn story -- and it still is.
Micron Technology, Intel and Lam Research are good buys on this heat in semiconductors.
This group is expected to post second-quarter EPS gains of 30%; here is how to trade it.
Rumors of the PC industry's demise have been greatly exaggerated. And some market segments are seeing healthy growth.
These dividend payers compete in businesses that I'm interested in and believe in -- and they pay me to own the shares.
I think it very possible that there will be a positive reaction tonight, more likely based on what Tim Cook says.
Forward looking valuations, except for Nvidia, are very low.
Latest salvo in China trade war damages tech while higher rates and oil undercut consumer goods and housing.
Beyond all the headline distractions real companies are making real money.
If it weren't for Dropbox this Micron story would be the story of the day.