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.
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.
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.
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.
VIDEO: Assessing the Pressure on 2 Portfolio Holdings
Why Thursday’s TSM earnings report and next week’s July Flash PMI are on our radar.
Nvidia Is Back in Charge, but the Rest of the Market Isn’t Following
While Nvidia powers higher, market breadth continues to weaken, defensive sectors are losing momentum, and several key indicators remain out of sync.
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.