The Big Question as an Important Earnings Week Arrives
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
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.
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
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?
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
A recent pullback takes the stock below some key support.
Holding My Nose and Taking a Quantum Leap of Faith on IBM
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
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
The world’s largest chipmaker seemed to trigger a surprising stock selloff.
Palantir Was One of My Best Trades. Time to Get Back In?
Let’s check the chart, and some promising news, and see if Palantir is ready to roar as it approaches earnings.