Bad News for Google and Tesla Is Good News for Chips and Data Centers
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
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.
Indices Can No Longer Hide the Damage
There is deep corrective action taking place in parts of the market but there also is strong rotational action.
New Applied Materials Checkpoint as We Update Our Portfolio Table
We’ve refreshed consensus EPS estimates, potential pick-up points, beta, RSI levels and more for each holding.
Taiwan Semi Ups Spending Plans: 8 Key Items Shaping the Stock Market Thursday
War escalation, oil crunch prospects, Uber targeting Delivery Hero, and other headlines moving stocks this morning.
Tech Trade Gets Thorny; Hynix Hit; U.S. to Ramp Up Fight With Iran?
Here’s how I’m handle the tech trade as it gets tough; also, let’s check the latest with Iran, the semis and … some good news on inflationary data.
Chips Under Pressure as Rotation Remains the Key Market Theme
This is not unhealthy action. Here’s how I’m playing it.
Inflation Cools, but the Market Still Lacks Leadership
The focus turns to earnings as AI and chip leaders struggle.
What Can We Expect as Asia’s Largest Company Readies Earnings?
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.
3 Inflation Drivers Are Making the Market Weaker Than it Looks
Inflation and interest rates drove poor action but things are even worse than they appear.