January 8, 2021 | Daily JAM, Stock Alerts, Top 50 Stocks, TSM |
Today, January 8, Taiwan Semiconductor Manufacturing (TSM), the worlds largest contract chipmaker, reported December sales that translate into record quarterly revenue with estimated sales in the quarter climbing to $12.9 billion (361.5 NT$). (The company reports its quarter on January 14.) The projections based on December revenue amount to a 25% increase in revenue in 2020 from 2019.
March 9, 2020 | Daily JAM, Volatility |
Financial markets opened this morning down about as much as the overnight futures threatened. As of 11 a.m. the Standard & Poor's 500 is down 6.35%, which is actually an improvement from the open when the S&P 500 fell by 7% triggering a market wide trading...
February 17, 2020 | AAPL, Daily JAM, Stock Alerts |
Breaking news: Today Apple said it won't meet revenue guidance for the March quarter due to work slowdowns and lower demand due to the outbreak of the coronavirus in China. In it guidance for the quarter, issued on January 28, Apple had given an larger than usual...
December 6, 2019 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
October 30, 2019 | AAPL, Daily JAM, Stock Alerts |
After the close today Apple reported fiscal fourth quarter revenue of $64 billion. That was up from $62.9 billion in the fourth quarter of fiscal 2018 and above the $63 billion consensus forecast from Wall Street analysts. Net income dropped to $13.7 billion from...
September 30, 2019 | AAPL, Daily JAM, Stock Alerts |
Today, Monday, September 30, the office of the U.S. Trade Representative denied Apple's (AAPL) request for relief from 25% tariffs on the optional wheels for the Mac Pro, a circuit board for managing input and output ports, power adapter, charging cable and a cooling...
April 9, 2019 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
March 26, 2019 | Daily JAM, Short Term, Special Reports |
That famous futures trader Marc Antony famously said "Beware the Ides of April." Okay, the guy had a mixed performance record. Short Brutus but long Cleopatra. But his advice about April 2019 is good. The Ides of April fall on the 13th of the month. And what promises...
January 27, 2019 | Daily JAM, Volatility |
...earnings from big name market movers such as Apple (AAPL) and Amazon (AMZN) to be more important market drivers than the Federal Reserve meeting, the resumption of China trade talks, and the January jobs report. That's quite a bit of macro news, but I think...
January 24, 2019 | Daily JAM |
Apple (AAPL) has hired Samsung's head of global battery development, Soonho Ahn. At Samsung SDI, the battery-producing affiliate of Samsung Electronics, Ahn led development of lithium battery packs and worked on next generation battery technology. Two ways that this...
January 3, 2019 | Daily JAM, Morning Briefing, Short Term |
Last night's warning from Apple that sales for the December quarter would be well below the company's earlier guidance bled into a weaker than expected reading this morning  from the Purchasing Managers Index for the Manufacturing sector. The ISM Manufacturing Index...
January 2, 2019 | AAPL, Stock Alerts, Volatility |
Will Apple's (AAPL) warning spook stocks tomorrow, Thursday, January 3, to a degree that bad economic news out of China didn't today? After the close in New York Apple CEO Tim Cook dramatically lowered the company's estimates for sales in the December quarter. Apple...
