|Day Low/High||58.97 / 59.81|
|52 Wk Low/High||43.63 / 69.29|
Watching first-time jobless claims and trading volume, plus some thoughts on defense names like Raytheon and Lockheed Martin, and tech names like Lam Research.
Brains per share. Hearts Per Share. I've been around long enough to be that positive. I like these companies and more importantly, I like their stocks.
INTC could work higher in later in 2020, but the short-run patterns suggest prices will slip lower.
More than 450 quarterly reports are on tap, including 105 S&P 500 constituents.
For now, chip equipment makers are still mostly seeing strong orders. But COVID-19 lockdowns and softer chip demand are potential headwinds.
China's COVID-19 outbreak weighed on both PC production and demand in Q1. But sales got a boost late in the quarter.
The ability of a company to instantly, seamlessly, and continuously integrate new code into their products/applications across an entire network may never be viewed as more important than now.
Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.
INTC has seen continued buying, and what draws me to AMD is the very different price pattern.
Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.
Now the one thing you need to worry about with MSFT, as you have to do with all of the techies, is the GDP.
It's a paradigm shift that all started with Zoom and Cisco's Webex.
The Fed has attacked developing problems in real-time -- and as China shows signs of life, the semi stocks are benefitting.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
In the 2nd of a 3-part series, Jim Cramer goes through all 30 Dow stocks to evaluate what is safe to buy and what you should sell or avoid (like the plague).
The massive movement toward sector ETFs is just simply not prudent. Here is why.
Alphabet's self-driving arm is getting funding from several high-profile investors. But no automakers are on the list.
The chip giant's newest Xeon server CPUs are often more than 20% cheaper on a per-core basis than comparable chips launched in 2019, and also pack other improvements.
Returns can be robust if the conditions are favorable, but it won't always be so fruitful.
Following Nvidia's latest earnings report, CFO Colette Kress talked with TheStreet about her company's server GPU momentum and the gaming trends it's seeing.
These semiconductor stocks all pay dividends in a sector that usually does not provide income.
As Alphabet shared its Google Cloud and YouTube ad revenue for the first time, it also reported that its hardware sales fell.
This may be a narrow market, but it certainly has strong support.
With AMD's stock having blasted off over the last 12 months, investors were looking for full-year guidance that was much better than what analysts were projecting, rather than just a little better.
While hardly a major technical breakdown at this point, this is the sort of corrective action that will create better trading conditions.
Many market players - including me - would be relieved to see a decent bout of selling.
What you want to know is if it is too late to buy Intel? I would not buy the name today, that's for sure.
Stay long INTC and consider adding to longs on available price weakness.