June 13, 2019 | AAPL, Daily JAM, Mid Term, Stock Alerts, Volatility |
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...
June 10, 2019 | CRM, Daily JAM, Stock Alerts |
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June 5, 2019 | Daily JAM, IFNNY, Stock Alerts |
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...
June 3, 2019 | Daily JAM, Morning Briefing, Short Term |
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...
May 21, 2019 | Daily JAM, Morning Briefing, Short Term, Volatility, You Might Have Missed |
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...
May 20, 2019 | Daily JAM, Morning Briefing, Short Term |
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....
May 16, 2019 | Daily JAM, Short Term |
 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...
May 13, 2019 | Daily JAM, Morning Briefing |
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...
May 7, 2019 | Daily JAM, SEDG, Stock Alerts |
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...
April 29, 2019 | Daily JAM, Stock Alerts |
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...
April 3, 2019 | Daily JAM, Short Term, You Might Have Missed |
Today, Wednesday April 3, action in the three legs that support stocks near the highs for 2019 pointed toward significant risk for Thursday and Friday. The Standard & Poor's 500 index closed the day up 0.21% at 2873. Leg 1 for the market: The financials, the...
January 29, 2019 | AAPL, Daily JAM, Short Term, Stock Alerts |
Goes to show you that if you lower expectations enough, you can beat them when you actually report earnings. Even if the earnings report itself is bad news. After the close of the New York market today, Apple (AAPL) reported December quarter earnings of $4.18 a share...
