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Posts Tagged ‘technology stocks’

Market rally today expands on last week’s “Microsoft rally”

Technology stocks drove the market higher today in an expansion of last week's subdued but important "Microsoft rally" on that company's earnings. With earnings from Facebook (FB), Alphabet (GOOG), and Amazon (AMZN) on tap on Wednesday and Thursday, the odds are that technology news will be enough to keep the market in an upward tend […]

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Saturday Night Quarterback says, For the week ahead expect…

...a rally in U.S. financial markets as the markets got what they were hoping for out of the talks today between President Donald Trump and President Xi Jinping at the G20 conference. There are major differences in what the two countries are saying about what was agreed at the meeting, but not in dispute is […]

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Whoa! on those interest rate cuts, the Fed says

The financial markets are getting ahead of themselves in a bad case of rate cut fever, Fed chair Jerome Powell, and St. Louis Fed President James Bullard both said today. This is a message that I've been waiting to hear as the financial markets moved to price in not a 25 basis point cut interest […]

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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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