|Day Low/High||49.94 / 52.81|
|52 Wk Low/High||19.05 / 51.88|
This is some sort of whacky, crazy bull market that just doesn't want to go down.
The one-day pops that could be fleeting might only be an appetizer to the entrée that is the nascent fourth industrial revolution that semiconductors will need to underwrite.
I really can not imagine my largest portfolio not having Intel as one of it's anchors.
Against an already uncertain backdrop, Intel emerges with unique issues.
Shares of the giant chipmaker are up on indications that a bottom may be building in the semiconductor sector.
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.
Plus, a resolution of the government shut-down needs to happen soon.
It's likely that investors will be closely watching the U.S.-China trade talks to see if the skies brighten longer term.
While its manufacturing process delays remain a cause for concern, Intel's latest moves show that its chip engineering teams continue to execute well.
What else can you say about a decision by the Chinese that amounts to a potential repudiation of the Made in China 2025 plan?
Semiconductor names seem to have bottomed and I like this INTC calendar spread.
There are some solid individual names in tech, but traders must be selective.
The trade war just heated up and semiconductor stocks such as Micron are melting.
AMD charts are flashing positive signals after Monday's epic breakout, and the stock could go higher in the weeks ahead.
What to buy and what to trim on the 90-day extension on trade talks.
Attempts to rally have failed, with the data center's supposed weakness at the heart of it.
In a market downturn, investors will need to be selective in the sector.
Fed tightening could stymie semis.
I think NVDA made an honest forecasting mistake although one that I had the foresight to think they were wrong about.
For NVDA investors the keys will be performance/outlook for segments such as gaming, and the data center.
They might be the best tech stocks to own going from now until the end of the year.
Chip stocks seem to have finally found a bottom and MU looks particularly interesting.
AMD's post-earnings plunge, and Intel's post-earnings gains, arguably serve as a reminder to stay aware of short-term trends as one bets on big long-term changes.
After Wednesday, another look at AMD's chart is warranted.
We saw strength (mostly) across the board in Wednesday night's earnings reports.
"One last thing" - Lt Columbo Please listen to the almost senseless utterings of the "talking heads" discussing today's market schmeissing after the close- many of whom actually opined (because of levels and TA) that #FANG would romp higher after Ne...
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.