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Posts Tagged ‘technology stocks’

Chip recovery keeps slipping further away, Broadcom says

Today Broadcom (AVGO) cut its annual sales forecast, saying that the U.S.-China trade war will wipe out the rebound in orders that it had predicted for the second half of 2019. Revenue at the chipmaker for fiscal 2019 will be $22.5 billion instead of the $24.5 billion the company predicted just three months ago. That […]

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Salesforce buys Tableau: Nobody wants to be a “dumb pipe”

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Infineon’s acquisition of Cypress will create new No. 1 among auto chip suppliers

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Manufacturing sector contracts more than expected in May in ISM survey–but, surprising pundits, market doesn’t fold

Going into Monday, June 3, the consensus on Wall Street was that if the Institute for Supply Management's Purchasing Managers Index for manufacturing fell more than expected, U.S. stocks would follow in a rout. A lower than expected reading on the index would amplify worries that growth in the the U.S. economy was slowing and […]

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Down yesterday, up today–traders buy the chip stocks they sold yesterday on Huawei headlines

Stocks--especially chip stocks--have rallied strongly today on headlines saying that the Department of Commerce has granted a 90-day license for U.S. companies to do business with China's Huawei Technologies in order to service existing networks. This is especially good news for telecommunications companies in smaller U.S. markets who have built their systems on less expensive […]

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Chipmakers begin to cut supplies for China’s Huawei and lead U.S. stocks down today

Call it a secondary effect of the U.S.-China trade war but it's still clearly taking a bite out of the shares of U.S. chip makers today. Last week the Trump administration added sanctions on China's Huawei Technologies that would prevent the company from buying U.S. technology products without a special waiver. Today several key chip […]

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China warns that U.S. sanctions against Huawei could endanger trade talks

 It's not even remotely a surprise. A day after the Trump administration declared a national emergency in order to product U.S. telecommunications for foreign antagonists--with a clear eye on China and Chinese companies such as Huawei--the Chinese government has warned that slapping restrictions on Huawei's purchase of U.S. technology products that it needs for its […]

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Treasury yield curve inverts again–key to market direction?

Adding to Monday's market sell off or maybe causing Monday's market sell off or maybe just a result of the Monday sell off, the yield curve on U.S Treasuries inverted again on May 13. The yield on the 3-month Treasury bill at 2.38% ended the day higher than the yield on the two-year Treasury note […]

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Jubak Pick SolarEdge beat on earnings yesterday, gains 23% today

SolarEdge Technologies (SEDG) reported earnings of 64 cents a share after the New York markets closed yesterday. That was 7 cents a share above Wall Street projections. The company reported first quarter revenue of $271.9 million, up 29.5% year over year, and ahead of Wall Street projections of $266.11 million in revenue. But it was […]

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What Intel’s guidance cut says about Intel, chip stocks

Shares of Intel (INTC) continued their post-earnings slide today, dropping about 2.52% to $51.11. On April 24, the day before there company reported first quarter 2019 earnings, the stock closed at $58.72. That's a drop of 12.96% in less than a week. I think three things are behind that drop. One is related to a […]

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