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.
SOX Faces Major Test After Relief Rally
Is it still the semis’ world that we’re living in or will the market show some real fear?
Despite Semis Shock, the Market Remains Firmly Complacent
Do we bounce early and then go down again or do we just slide? That will tell traders a lot.
Weekly Roundup: Chip Rout Tests the Market, but Here’s How We Aim to Capitalize
We raised a few price targets, added to three holdings, and locked in big gains in another.
Chips Enter Bear Market Territory Ahead of Big Tech Earnings
Is intense selling in AI-related names getting the market too bearish in front of key reports?
To Whom It May Concern…
The semis are wobbling and everyone is talking about Korea. No wonder we’re starting to see some concern. Just don’t call it panic.
Don’t Be Fooled. There’s Ugliness Hiding Under the Surface.
The indexes Thursday did not reflect the carnage in recent leaders and chip names and the ‘aroma of fear.’
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.