|Day Low/High||129.79 / 130.99|
|52 Wk Low/High||87.70 / 131.80|
Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.
Marvell is having trouble moving forecasts as trade uncertainties temper optimism.
Here are the other companies that will get a boost from pushing the tax on imports to mid-December.
NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.
From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.
Here's the only way to explain why stocks jump like mad if the companies underneath them only perform slightly better than the analysts worried they would.
Look for the market to digest the DOJ antitrust news quickly and focus again on the Fed and earnings.
The stock is rising on an earnings beat, but the fundamentals show an industry, and economy, that are suffering.
Earnings season continues to be upbeat and there are no signs of the economic weakness the bears were looking for.
Kimberly-Clark's performance is nothing to sneeze at, and neither is Coca-Cola's, as higher sales, higher prices and big demand from emerging markets appear to give us a return to the good old days of great senior growth stocks.
These technology picks remain big favorites for the second half of 2019.
Also, defense industry names can breathe easier with word of debt ceiling and federal spending deal.
I am neutral on this market, and only a cool off of the hottest stocks can justify a further advance.
As Apple reportedly preps a consumer AR headset that could arrive next year, Google and Microsoft are launching new headsets aimed at businesses.
The Dutch chipmaker issued better-than-expected sales guidance, thanks in part to good exposure to several chip markets seeing healthy growth.
Cypress CEO Hassane El-Khoury says he's "cautiously optimistic" chip industry conditions will continue to improve. He also suggests Cypress remains on the lookout for potential acquisitions.
Intel investors had a bad flashback on Friday.
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.
The rest? They get the droppings.
What is saving BA from breaking down further is the simple fact that there is strong demand for aircraft.
The FAANG names are mixed but there continues to be strong momentum in some select big caps.
Traders might be making the same mistake in Caterpillar as they did last night in Texas Instruments (where I profitably shorted and covered). Talking heads read the headline EPS release -- but failed to note the small beat was a byproduct of a non-r...
These reports will be a big test of market sentiment.
Tuesday's rally was primarily a product of poor positioning and too much anticipatory bearishness.
"Revenue decreased 5% from the same quarter a year ago as demand for our products continued to slow across most markets." - Texas Instruments 1Q EPS release I added to my Micron Technology short on the knee jerk rise in those shares (post market). I...