From bullish earnings charts to head-and-shoulders top predictions, the narrative around chip stocks has flipped fast. The data may be telling a different story.
After a stellar run, the SOX have looked terrible recently. Is this just a pause or something worse?
Higher capex guidance is punishing hyperscalers while their suppliers celebrate.
The big DRAM company has strong earnings and growth but investors are wondering just for how long that will be.
Let’s discuss why sentiment readings have me ‘on edge’, what it would take for an oversold bounce, a formerly parabolic stock and much more.
Here’s how I’m handling my memory/storage trades as DRAM ETF, stocks like SanDisk take a hit; also let’s check Iran, the Fed and bank earnings.
It’s a choppy market that can slice, dice, and chop your portfolio. Here’s what I’m paying attention to.
Even as semiconductors continue to power the market higher, chip makers face a $1 trillion question.
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.
It’s looking tough out there on several fronts, including on Iran, the storage/memory stocks like SanDisk and Seagate, and tech names like Intel.
