ThinkstockWe have tracked the key short interest changes as of September 13 in the following semiconductor leaders: Intel Corp. (NASDAQ: INTC), Advanced Micro Devices Inc. (NYSE: AMD), Micron Technology Inc. (NASDAQ: MU),…
ThinkstockChip maker Cypress Semiconductor Corp. (NASDAQ: CY) cut its guidance Tuesday morning, citing greater-than-expected weakness in the market for mobile handset revenues. The cut is having a negative effect on other chipmakers…
Courtesy Boeing Co.What is Q-GARP? Quality growth at a reasonable price. The UBS Q-GARP list is constructed using an initial quantitative screen of stocks based on: 1) quality metrics — high and stable…
ThinkstockWith tops across the Nasdaq, Dow Jones Industrial Average (DJIA) and S&P 500, concern is growing that, with a relatively poor economy and high unemployment, low interest rates cannot keep pushing the…
ThinkstockThe summer conference season has drawn to a close for this year. What has become an annual trek for hedge funds, mutual funds, portfolio managers and other investors to have the opportunity…
Wikimedia CommonsIntel Corp. (NASDAQ: INTC) is in a strange place right now for investors. The processor giant has been hamstrung from its lack of participation in the smartphone and tablet market as…
Jon OggWith a slew of tech headlines hitting the tape over the past few weeks, many firms on Wall Street have become more vocal about the potential for tech outperformance, not only…
ThinkstockQualcomm Inc. (NASDAQ: QCOM) is a definite winner among the smartphone and tablet wars against the traditional PC market. All you have to do is look at the trends in smartphone growth…
Jon C. Ogg The equity strategy team and the market analysts at Deutsche Bank are starting to feel pretty comfortable that the rest of this year and beyond could really start to show some positive…
ThinkstockWith the PC market withering and the mobile market exploding, the two big PC CPU makers should be having some trouble posting profit growth. But over the past 12 months, shares of…
Jon OggNew tech is supposed to replace old tech at an accelerating pace, analysts believe. The evolution from Web 1.0, which peaked with the tech bubble of the late 1990s, has been…
ThinkstockSo far, no one outside the United States has built a global social network, created an operating system adopted at an astonishing rate by smartphone and tablet manufacturers, created the best search…
ThinkstockThe Deutsche Bank technology analysts did plenty of networking at the recent VMworld 2013 conference and came away with some pretty solid conclusions. A key insight from analysts information technology (IT) conversations…
Brian Solis, via Wikimedia CommonsFacebook Inc. (NASDAQ: FB) plans to solve one of the Internet’s most vexing problems — most people around the world have no access to it. The notion that…
ThinkstockBroadcom Corp. (NASDAQ: BRCM) is supposed to be a technology and semiconductor winner in the migration to tablets and smartphones and as mobile communication rises. Unfortunately, its shareholders are finding out that…
Jon C. Ogg 
