Marvell Tie Up With Google Brings Big Potential
It would be a mistake to give full credit to the implied potential or to rule out Broadcom.
A Shift in Market Character, Not a Collapse
Sustained upside is less likely from here, as rotation is starting to turn defensive.
A Potential Tell as Chip Stocks Come Under Pressure
We continue to see a favorable fundamental outlook, but we’re waiting for a better technical one.
Chip Strength Holds Up the Indices but Creates an Inflation Problem
Rotational action masked severe weakness as trading slowed.
Intel’s Chart Puts Out Some Bullish Signals as CEO Stocks Up
CEO Lip-Bu-Tan just bought nearly $10 million in common stock. Let’s check the charts, that $20 billion in ‘dilutive’ equity that just went public and my take on the stock.
The Risk We Identified for Applied Materials Has Been Realized, Now What?
We continue to favor the long-term picture, and here is where we may add more shares.
The Semis/Tech Trade Finally Sees a Change
On Thursday, folks discovered the semis are still the sort of stocks they like.
TSM Revenue Surges Higher: 8 Key Items Shaping the Stock Market Monday
Trump “low-keying” it with Iran, Meta’s new AI model and other headlines moving stocks this morning.
Korean Flash Crash Shows Perils of Out-of-Hours Trading
A single sale of 11 shares caused a maximum 30% selldown in Korean heavyweight SK Hynix. Here’s why volatility is so severe during the Asian trading day.
Party on Wall St.! Palantir, Micron, SK Hynix Invited! (SpaceX, AMD Not…)
Are ‘Happy Days’ here again? Let’s check the stats, charts and the action on Wall Street. Also, guess who’s getting beat up along the way….