Good Reports From Google, Texas Instruments Not Attracting Buyers
The news is hitting and there is some knee-jerk selling.
After-Hours Adds
Besides Alphabet ($GOOGL), I added to Amazon ($AMZN) at $244.90 and Microsoft ($MSFT) at $390.30 in the after-hours.
Position: Long GOOGL (S), AMZN (S), MSFT (S)
Added to Google
I added to $GOOGL at $332.43
Position: Long GOOGL (S)
Google Seizes the Spotlight Ahead of Earnings: 8 Key Items Shaping the Stock Market Wednesday
No end in sight for renewed U.S.-Iran pressures, Jensen Huang on China AI models and other headlines are moving stocks this morning.
Runaway Robots, Rising Oil, Soaring Semis, SpaceX Headaches
Let’s check the latest on how AI escaped the ‘sandbox,’ oil prices amid Iran unrest, the tech trade and … what’s happening with SpaceX.
Super Micro Sends Positive Signal as Investors Await Google, Tesla and IBM
The SMCI reaction is a taste of what lies ahead, but tonight is the real test.
Google, Tesla Face Increasing Risk After Market Bounce
Some energetic bounces are raising the stakes for significant earnings set for the near future.
Adding to 2 Chip-Related Plays, Watching Technicals on Another Holding
Earnings this week from Alphabet, Texas Instruments, Intel and others may lead to a few ratings changes.
Taiwan Semi to Hike Prices, AMD Advances, Iran Fighting Expands
Here’s the latest on the war with Iran, threatened tariffs on Canada, and the semiconductors as AMD & Microsoft cozy up with Helios deal.
Hope Boosts the Market, But High Stakes Earnings Create Risky Dynamic
The semiconductors are seeing their best bounce since the correction began. Here’s how I’m playing things.