October 24, 2017 | Daily JAM, Uncategorized |
Before AMD’s earnings report on October 24, traders had speculated that the company’s earnings would be a useful indicator for what Nvidia (NVDA) would report on November 9. After all, the two companies do compete in some of the same markets with processors for gaming, and servers, and, increasingly for chips with parallel architectures used in artificial intelligence and autonomous driving applications. But AMD dropped almost 11% after it reported. Does that have any significance for Nvidia?
September 25, 2017 | Daily JAM, Volatility |
The conventional wisdom at the end of last week was that we were witnessing a rotation out of tech shares and into financials and small cap stocks. In other words, nothing to get  too concerned about. Apple (AAPL) was a special case as surveys of retail channels showed weak sales for the iPhone 8. Today, though, the concern is a bit more serious.
August 10, 2017 | Daily JAM, Morning Briefing |
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August 1, 2017 | Daily JAM, Stock Alerts |
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July 23, 2017 | Daily JAM |
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July 20, 2017 | Daily JAM, QCOM, Stock Alerts |
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July 14, 2017 | Daily JAM, Morning Briefing, You Might Have Missed |
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June 29, 2017 | Daily JAM, Morning Briefing, Short Term, Volatility |
Yesterday’s rally in technology stocks and the NASDAQ Composite has disappeared this morning. At 12:30 New York time the NASDAQ was off 1.6%; the Technology Sector Select SPDR (XLK) was down 1.72%; and individual technology stocks were also in the red. Amazon (AMZN), for example, was lower by 1.58%; Nvidia (NVDA) was down 3.57%; Apple (AAPL) had retreated 1.58%; and Facebook had lost 1.16%.
June 27, 2017 | Uncategorized |
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June 26, 2017 | Daily JAM, Short Term, Volatility, You Might Have Missed |
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June 26, 2017 | Daily JAM, Morning Briefing |
What to make of this morning’s action in the technology and financial sectors? The two sectors raced ahead right after the opening bell, helping drive the Standard & Poor’s 500 to an early 0.5% gain. But that gain quickly faded as these sectors–and especially technology–retreated.
June 12, 2017 | Daily JAM, Short Term, Volatility |
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