Reading Through Comments From Applied Material’s Investor Conference
Signs point to tight chip capacity remaining in play for some time leading to favorable pricing.
I Bought Shares in Shein’s IPO So You Don’t Have To
The Hong Kong market debut of Shein has got plenty of bad press. Here’s why the first-day move isn’t as bad as it looks.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Why China Is Throwing Its Support Behind This Chipmaker
The ‘national team’ has stepped into the markets to stem the slide in A shares, propping up stocks ahead of a memory-chip maker’s listing.
Keep an Eye Out for the Chance to Sell Biotech
XBI seems to be heading toward support and a bounce would be a good chance to do some selling.
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
High-Stakes Fighting in Hormuz; Hostage to Hynix; Fading ‘Memory’ Basket?
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.
Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in
The world’s largest chipmaker seemed to trigger a surprising stock selloff.