|Day Low/High||49.13 / 50.09|
|52 Wk Low/High||34.21 / 51.21|
The chip manufacturing giant issued strong Q4 sales guidance, offered upbeat remarks about 2020 5G phone demand and hiked its capital spending budget.
Celebrations on trade news might be premature, but 5G is looking good.
Applied Materials is the name we like as we see bullish prospects for the maker of semiconductor capital equipment.
Apple supplier TSMC boosted its current quarter revenue forecast amid what it said was stronger-than-expected global demand for premium smartphones.
ASML shares traded lower Wednesday, pulling back from recent all-time highs, after the semiconductor equipment maker posted stronger-than-expected third quarter earnings amid solid demand for its multi-million dollar chip designers in what it described a "growth year" for the company.
According to one indicator, we may make a marginal new high before we get short-term overbought again, but I am not yet convinced that we have done enough work to break out of the range we’ve been in.
The software giant unveiled big bets on dual-screen devices, while also dialing up the performance delivered by its Surface Pro and Surface Laptop families.
DRAM price declines remain a headwind for Micron as it starts to see customer demand improve. The company expects better industry conditions in 2020.
Intel is reportedly seeing its supply of 14-nanometer notebook CPUs fall short of demand. AMD, meanwhile, is dealing with shortages for one high-end desktop CPU and has pushed back the launch of another.
The chip manufacturing giant has reportedly seen lead times stretch for its most advanced manufacturing processes, which are used by Apple, AMD and others.
Against a backdrop of low near-term sales expectations, Apple can lean on a few different selling points as it tries to get owners of older iPhones to upgrade.
Three new iPhones, a new Apple Watch and the official launch dates for Apple's latest OS releases should arrive.
Though gaining significant share from Nvidia in the lucrative and fast-growing AI training accelerator market might prove easier said than done, a slew of companies are making big bets in this space.
It's not really a boom or a bust, says Jim Cramer. The truth is we're muddling along. But it's hard to outrun the bond bears.
AMD claims its newest server CPUs have a major price/performance edge relative to comparable Intel offerings.
Though there's certainly a risk that tech stocks will fall further if trade tension keeps rising, many names are more reasonably valued than they were a short while ago.
Outlooks from Samsung, Qualcomm and others point to weakening near-term demand for Android phones, particularly in China and on the high-end.
Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.
Blaming China woes for the slip, some advise growth ahead for Advanced Micro Devices.
NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.
Though it would likely take a while for Apple to begin using its own 5G modem, doing so could yield major cost savings and also carry other benefits.
Investors are trying to make judgment calls across each sector based on all the headlines coming in, which in turn pokes around other stocks in the same sectors.
The chip manufacturing giant issued upbeat Q3 sales guidance and forecast this year's capital spending will be at the high end of a prior guidance range.
Taiwan Semiconductor, the world's biggest contract chipmaker and a lead supplier for Apple iPhones, posted modestly weaker second-quarter earnings but said a pick-up in 5G and smartphone demand would support the global semiconductor sector over the second half of the year.
Netflix loses subscribers, Japan loses steam, Taiwan Semi bets on a chip-sector rebound, Britain stares down the abyss of a non-deal Brexit and Musk looks to your brain for his next startup fix.
ASML shares jumped higher in early European trading Wednesday after the semiconductor supplier maintained its bullish second half outlook after stronger-than-expected second quarter earnings that suggest global chip demand is starting to recover.
The chip manufacturing giant, whose clients include Apple, Nvidia, AMD and Qualcomm, just reported strong June sales and beat its Q2 revenue guidance.
Benchmarks for AMD's soon-to-launch third-gen desktop CPUs appear to validate expectations that the chips will deliver a lot of bang for the buck compared to offerings from Intel.
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