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Tag: Technology

Why China Is Throwing Its Support Behind This Chipmaker

Avatar photo Alex Frew McMillan on July 21, 2026

China tech stocks

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.

The Big Question as an Important Earnings Week Arrives

Avatar photo James "Rev Shark" DePorre on July 20, 2026

Tech leaders face a key test, but has the ‘equation’ been reset? Plus, two China headlines to know about and my game plan for the week.

Tech Trade Tumbles, Crude Climbs, Main Street Turns Mean

Avatar photo Stephen Guilfoyle on July 17, 2026

Technology gets hit with the ugly stick, oil prices rise on renewed fighting, and the view on Main St. looks mean. Also, how to cool a runaway machine gun….

Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.

Avatar photo Alex Frew McMillan on July 16, 2026

TSMC

Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.

This Micro-Cap Just Got Big News: A Deal With Amazon. Here’s How to Trade It

Avatar photo James "Rev Shark" DePorre on July 15, 2026

The indexes are hiding a lack of market leadership, but I have spotted an energetic trade.

What Can We Expect as Asia’s Largest Company Readies Earnings?

Avatar photo Alex Frew McMillan on July 14, 2026

TSMC fab

Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.

Chart of the Day: ‘All-Star’ Gets Caught Up in Sector Selling Storm

Avatar photo Bob Lang on July 14, 2026

stock charts

A recent pullback takes the stock below some key support.

Holding My Nose and Taking a Quantum Leap of Faith on IBM

Avatar photo Stephen Guilfoyle on July 14, 2026

It’s looking ugly out there for ‘Big Blue,’ but here’s why I’m not ready to bail just yet.

Chip Heavyweight Hynix Projected for $28 Billion Record IPO

Avatar photo Alex Frew McMillan on July 9, 2026

SK Hynix Chips

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

Avatar photo Alex Frew McMillan on July 7, 2026

Samsung logo and building

The world’s largest chipmaker seemed to trigger a surprising stock selloff.

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