Quantcast

Posts related to ‘SMH’

After The Fall: Value & Upside In Chip Stocks As Summer Heat Awaits (INTC, QCOM, BRCM, NVDA, AMD, TSM, MU, FSL, SNDK, AMAT, ALTR, LRCX, SMH, XSD, USD)

Posted: May 24, 2012 at 11:51 am

The recent sell-off has been brutal to semiconductors and chip stocks of late.  To make matters worse, investing in technology and semiconductors can be brutal during the summer months.  Still, ...
Read Full Story »

Intel Warning Knock… Market Inefficiency Reigns (INTC, TXN, ALTR, WDC, SMH, AMD, MU)

Posted: December 12, 2011 at 9:23 am

Intel Corporation (NASDAQ: INTC) may be a recent position added to the Berkshire Hathaway Inc. (NYSE: BRK-A) stock holdings portfolio, but the semiconductor and processor giant is now issuing an ...
Read Full Story »

Full 360-Degree Intel Earnings Preview (INTC, MSFT, SMH, SOXL)

Posted: October 18, 2011 at 10:47 am

Intel Corporation (NASDAQ: INTC) reports earnings after the close of trading and Thomson Reuters has estimates for the DJIA component of $0.61 EPS and $13.9 billion in revenues; next quarter ...
Read Full Story »

Stabilizing DRAM Prices, Looking Beyond Chip-Maker Warnings (MU, FSL, WFR, ISSI, SNDK, CODE, TXN, SMH, XSD, USD, SOXL)

Posted: September 14, 2011 at 10:34 am

DRAM price trends were not exactly going that great for chip makers this summer.  It was brutal.  Now we are seeing some production cuts, so even if demand is slack ...
Read Full Story »

Can IBM, Google & Apple Save Tech ETFs From More Selling This Summer? (SOXX, PXQ, FXL, IGN, SMH, QQQ)

Posted: July 19, 2011 at 9:22 am

There are plenty of questions about the technology sector this summer. Two important earnings reports, from Google and IBM, have come out so far and both were better than expectations. ...
Read Full Story »

Despite Chip Warnings, Value Lurks in Chip Stocks Ahead of Earnings Season (ADI, AMAT, AMD, CRUS, INTC, SNDK, TXN, XLNX, MCHP, NVLS, SMH)

Posted: July 14, 2011 at 8:16 am

Disappointing earnings and poor guidance from the likes of Microchip Technology Inc. (NASDAQ: MCHP) and Novellus Systems, Inc. (NASDAQ: NVLS) this week have cast a very dark shadow on semiconductor ...
Read Full Story »

Tech Earnings Get Off Poorly For Summer Earnings Season (NVLS, MCHP, KLAX, LRCX, AMAT, TXI, ADI, SMH)

Posted: July 11, 2011 at 6:16 pm

Many investors probably consider that it will be the larger technology companies which will kick off the bias for technology this earnings.  Guess again.  Technology is now already under a ...
Read Full Story »

Groundhog Day in Tech Funds… If Summer 2011 Repeats 2010 (XLK, QQQ, HHH, SMH, TYH, TQQQ, SOXL)

Posted: June 28, 2011 at 4:01 pm

Following a pretty steady climb since August 2010, the NASDAQ peaked in late April before tumbling almost 9%. The tech-heavy index is trying to start over again, but it's a ...
Read Full Story »

TI Comes Clean With Guidance, Harms Chip Rivals Too (TXN, NSM, NOK, INTC, BRCM, SMH)

Posted: June 8, 2011 at 5:05 pm

Texas Instruments Inc. (NYSE: TXN) may be buying National Semiconductor Corporation (NYSE: NSM) and the tech demand may still be strong for chips.  Unfortunately, the company just warned investors that ...
Read Full Story »

What to Expect From Intel Earnings (INTC, SMH, XSD)

Posted: April 19, 2011 at 11:46 am

Intel Corporation (NASDAQ: INTC) is due to report earnings after the close of trading Tuesday and shares are currently up in anticipation.  Thomson Reuters has estimates at $0.46 EPS and ...
Read Full Story »

Will Intel Warn on Earnings? (INTC, SMH, AMD)

Posted: April 5, 2011 at 3:23 pm

Intel Corporation (NASDAQ: INTC) has been the beneficiary of the great  NASDAQ 100 rebalancing act, but things have been a bit rough for holders of late.  Last Friday we noted ...
Read Full Story »

Giant Chip Mergers Underway (TXN, NSM, ADI, SMH, ALTR, XLNX, MU, FCS, LLTC)

Posted: April 4, 2011 at 4:38 pm

If you have wondered why there have been so few legacy chip companies announcing mergers, you have to wonder no more.  After the close of trading came word that Texas ...
Read Full Story »

ETF Watch: The Trouble With Semiconductors (SMH,XSD, SPY)

Posted: April 1, 2011 at 3:02 pm

We have seen a steady climb up again this week in stocks.  The market may have not been in a straight line but it did trend higher.  What we wanted to ...
Read Full Story »

The Top Analyst Upgrades & Downgrades of the Week (CIEN, GMCR, MCP, NFLX, NVDA, SBUX, AMD, BRCM, MU, NVDA, SMH)

Posted: March 12, 2011 at 7:31 am

This last week had several key analyst research calls which stood out from the pack and went against the grain.  The top research calls we tracked after going through the ...
Read Full Story »

Looking for Greener Pastures in Chip-Land Than Intel (INTC, QCOM, ARMH, MY, MXIM, SMH)

Posted: February 14, 2011 at 3:19 pm

Intel Corporation (NASDAQ: INTC) did not exactly get a resounding endorsement today in an afternoon research call.  S&P Equity Research decided it was removing its Buy rating that had been ...
Read Full Story »