semiconductors

Why Applied Materials Earnings Beat Was Not Enough

Posted: August 17, 2018 at 10:10 am

When Applied Materials Inc. (NASDAQ: AMAT) released its fiscal third-quarter financial results after the markets closed on Thursday, the company said that it had $1.20 in earnings per share (EPS) ...
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Short Sellers Can’t Make Up Their Minds on Major Semiconductors

Posted: August 10, 2018 at 9:40 am

Semiconductor trends are considered to be leading indicators of technology and broader electronics demand. In a wider sense, semiconductor and tech stocks are considered to be leading indicators for the ...
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Huge Apple Earnings Look Very Positive for 5 Top Chip Companies

Posted: August 2, 2018 at 8:40 am

In a quarter in which Apple Inc. (NASDAQ: AAPL) often stumbles, the second quarter in 2018 proved to be huge for the technology giant as its posted numbers well above ...
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Qualcomm’s Failure to Acquire NXP Yields Big Payday for Stockholders

Posted: July 31, 2018 at 10:00 am

When Qualcomm Inc. (NASDAQ: QCOM) last week withdrew its $44 billion offer to buy NXP Semiconductors after Chinese authorities failed to approve the deal, the company's stock price rose by ...
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Intel Earnings Miss a Key Estimate  

Posted: July 26, 2018 at 4:55 pm

Intel Corp. (NASDAQ: INTC) reported second-quarter 2018 results after markets closed Thursday. The semiconductor maker reported adjusted diluted earnings per share (EPS) of $1.04 on revenue of $17 billion. In ...
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Qualcomm Earnings Overshadowed by Massive Share Buyback

Posted: July 25, 2018 at 4:51 pm

Qualcomm Inc. (NASDAQ: QCOM) reported third fiscal quarter 2018 results after markets closed on Wednesday. The chipmaker posted diluted earnings per share (EPS) of $0.82 and revenues of $5.6 billion. ...
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Is Semiconductor Short Interest Signalling Another Rally?

Posted: July 25, 2018 at 7:20 am

Semiconductor trends are considered to be leading indicators of technology and broader electronics demand. In a wider sense, semiconductor and tech stocks are considered to be leading indicators for the ...
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4 Top Tech Stocks to Buy Now for the Rest of 2018

Posted: July 24, 2018 at 8:55 am

The second-quarter earnings season is in full force this week, and with some of the mega-cap market leaders coming with results, investors will be looking for guidance for the balance ...
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Deutsche Bank Likes 5 Chip Stocks Into Q2 Results

Posted: July 19, 2018 at 10:00 am

For the first time in years, the PHLX Semiconductor Sector index (SOX) underperformed the S&P 500 in the second quarter, by 4%. This came despite reasonably good fundamentals for the ...
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Why Broadcom Already Should Ditch Its Planned CA Acquisition

Posted: July 18, 2018 at 1:20 pm

It is no big secret that semiconductor companies all up and down the supply chain have been and would like to keep merging into larger and stronger companies so that their ...
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Major Semiconductor Stocks Scare Off Short Sellers

Posted: July 12, 2018 at 8:25 am

Semiconductor trends are considered to be leading indicators of technology and broader electronics demand. In a wider sense, semiconductor and tech stocks are considered to be leading indicators for the ...
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4 Semiconductor Capital Equipment Stocks On Sale as SemiCon West Underway

Posted: July 12, 2018 at 8:15 am

Summertime always means trade shows and conventions for Wall Street companies, and this summer is no different. This week investors and executives from the semiconductor capital equipment industry have arrived ...
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Oppenheimer Stays Selective on Semiconductor Stocks Before Earnings

Posted: July 11, 2018 at 8:00 am

It’s been an outstanding run for technology, especially semiconductors. Given the important role the industry plays in our economy, it probably has legs. With that in mind, after a multiyear ...
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Hedge Fund Managers Are in Love With 3 Top Semiconductor Stocks

Posted: July 6, 2018 at 7:50 am

To say that hedge fund managers tend to follow the herd is an incredible understatement, and it always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...
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Micron Bounces Back From Chinese Lawsuit

Posted: July 5, 2018 at 11:30 am

Micron Technology Inc. (NASDAQ: MU) announced a temporary Chinese ban on a patent infringement lawsuit. Micron’s shares dropped on Tuesday as a result but they have bounced back in Thursday’s ...
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