The shape of the next war for smartphone dominance–and why Synaptics is my choice for playing it
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This week brings market moving macro news from China to Japan to the U.S.
What a week for news! Here’s my quick day-by-day run down of this week’s news that could move the financial markets
Another down quarter for PC companies: Is that setting up growth for Intel in 2016?
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To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Lessons from Qualcomm’s earnings debacle for the company, the smartphone sector and technology in general
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...Apple sends chip sector plunging–time next week to look for bargains?
Today, the damage from yesterday’s Apple disappointment has spread to technology stocks in general—the iShares PHLX Semiconductor ETF (SOXX), for example, was down 2.52% as of 2:30 p.m. New York time, and the technology-heavy NASDAQ index was lower by 0.62%–and to shares of technology suppliers, and in particular Apple suppliers.
A great quarter for the iPhone but a worrying quarter for Apple
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...I see signs of a month of weakness in U.S. equities ahead on growth worries
I am not talking about crashes or bear markets or even a 10% correction. But I do see increasing risk of a further retreat from 2015 highs.
Technology stocks–especially PC stocks–showing revenue weakness just when the U.S. markets want to see growth
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