Nothing kills a business quite so fast as when its most critical products become commodities. And the list of industries with this problem is growing. Even the price of homes has fallen victim…
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, many investors…
This week is going to be an earnings bonanza for investors who care about makers of personal computers. While Apple Inc. (NASDAQ: AAPL) is all of the rage, we have Dell Inc.…
What happens when even Advanced Micro Devices, Inc. (NYSE: AMD) predicts that the personal computer market is improving this year and also in 2013? Intel Corporation (NASDAQ: INTC) recently reiterated its same…
Chip maker Nvidia Corp. (NASDAQ: NVDA) handily beat consensus estimates for first quarter revenues and EPS the company reported this morning. Revenue totaled $924.9 million compared with an estimate of $916.2 million…
The energy sector saw a lot of activity from short sellers in April, but other stocks saw some action as well. We’ve already covered some of the bigger names here and some…
By now everyone in the world knows that Apple blew the door off the hinges on its latest quarterly earnings report. The consumer electronics giant overcame iPad shortages with very strong iPhone…
The news from SanDisk Corporation (NASDAQ: SNDK) about weak demand and weak pricing was something we expected to bleed over to others in flash memory and in consumer electronics. The reality is…
Sales of microprocessors for personal computers rose 13.2% year-over-year in 2011 according to data released today by International Data Corp. (IDC). Intel Corp. (NASDAQ: INTC) grabbed 80.1% of global market share and…
Jon OggThese are some of this Thursday’s top analyst upgrades, downgrades, and initiations seen in Wall Street research calls. Advanced Micro Devices, Inc. (NYSE: AMD) Raised to Buy at Jefferies. Aixtron SE (NASDAQ:…
Advanced Micro Devices, Inc. (NYSE: AMD) has now finalized its pact with GlobalFoundries which gets rid of its 9% stake in the foundry. The value of about $278 million will ultimately result…
Chipmaker Advanced Micro Devices Inc. (NYSE: AMD) has acquired server maker SeaMicro Inc. for an undisclosed amount, according to a report in The Wall Street Journal. SeaMicro makes a low-power servers based…
Since the beginning of the year the Philadelphia Semiconductor Index is up about 17%. The run-up may be over for some chip makers and sustainable for others. Analysts have set some new…
Intel Corporation (NASDAQ: INTC) has announced a settlement with the New York Attorney General that will terminate the lawsuit alleging violation of U.S. and state antitrust laws filed in late-2009 by the New…
Microsoft Corp. (NASDAQ: MSFT) is preparing to distribute computers with a version of its upcoming Windows 8 operating system for devices using ARM processors from ARM Holdings plc (NASDAQ: ARMH). This marks…
