|Day Low/High||184.37 / 189.93|
|52 Wk Low/High||67.90 / 168.95|
Good morning folks! As Doug heads off on vacation (something I'll be doing on Saturday myself), I'm sitting in today for him, and I'll be doing so again right before his return. We're in the second real week of the June-quarter earnings season, and ...
Let's check out the charts and indicators.
Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?
Assuming that enough of you are either long NVDA, or at least have an interest in the name, let's take a look under the hood, and make a more determined decision here.
As chip stocks gain nearly across the board following numbers from Micron that weren't exactly stellar, it's worth remembering how low valuations for many names had gotten.
With the help of an end-to-end technology approach, Qualcomm continues seeing strong design win activity for its RF chips within phones using its 5G modems.
Talks between Washington and Beijing unlikely to end tariffs, but what would be worse? If the Fed chief dropped his guard on a single tweet.
Broadcom's Huawei mess is at the heart of Trump's disregard for what happens to American businesses.
Dealing with fears around the trade war with China and antitrust investigations, investors should know not only if customers are doing well, but also who a company's customers really are.
The tech giant's reported effort to create a wearable that can detect human emotions shows how it's hardware efforts are swelling, and also its willingness to bet on projects that are far from guaranteed to succeed.
It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.
It's ironic. Had the Chinese let Facebook, Amazon, Netflix and Alphabet in, there could have been some massive retaliation for Huawei. But they never did.
Microchip is selling off after providing fresh evidence that trade tensions continue weighing on Chinese demand. Qorvo is rallying after issuing strong guidance on account of share gains and 5G network rollouts.
Chip stocks in general reflect concern about the repercussions of the president's latest threats to impose higher and expanded tariffs on Chinese goods.
For the major indices, Wednesday offered up a dangerous bearish reversal.
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.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
Apple Inc. shares are shrugging off the chatter that the first 5G iPhone may not debut until 2021 -- the consensus expectation had been 2020. The comments stem from a UBS note out today: "Barring settlement w/ Qualcomm in the next few months, field ...
It signals the glut in chips may be done with, which is good news for most of the semiconductor names.
A well-connected analyst just raised his 2019 estimates for Samsung's flagship phone line, citing better-than-expected demand in China and elsewhere.
Samsung's latest flagship phones contain meaningful hardware improvements, and reviews have been pretty good. They're unlikely to be smash hits, but demand could be better than feared.
Here are a host of stocks that will benefit from a deal, and why you should pick them up on a selloff.
Skyworks Solutions is on the upswing, but how much higher will the semiconductor company's stock price go?
It's the group to buy every time you hear that trade talks might falter simply because it has much more going for it than just China or cellphones.
What stocks to buy and what to avoid on the continual leaks coming out of the Kudlow-Mnuchin camp and the Lighthizer-Navarro camp.
Fears about Fortnite's impact did a number on gaming stocks following Electronic Arts' and Take-Two's earnings reports. However, the industry is still poised to see long-term growth.
When you have a bunch of these in one day, you can move whole sectors and, to some degree, the market itself.