Semiconductor stocks have been the beneficiary of a couple of different forces in the stock market of late, the early surge off of the March lows into growth, specifically large-cap tech, but then also the …

Semiconductor stocks have massively outperformed the broad market since the start of Jan 2019, with the SMH, the ETF that tracks the group gaining 60% vs the S&P 500’s (SPX) 30% gains and the Nasdaq’s …

Tomorrow morning at Credit Suisse’s 23rd Annual Technology Conference in Scottsdale Arizona Bob Swan the CEO of Intel (INTC) will give the opening keynote at 9:15 am, immediately followed by their large customer, Applied Material’s …

Tomorrow after the close Micron (MU) will report their fiscal Q4 results. The options market is implying about anm 8% one-day move which is essentially in-line with the average move over the last four earnings …

On April 25th prior to Intel’s (INTC) Q1 earnings, I laid out a bearish case for semiconductor stocks: And here was the trade idea: To quote the dude, this aggression will not stand man! BEARISH …

Intel (INTC) will report their Q1 results today after the close. The options market is implying about a 4.5% one day move tomorrow. With the stock about $57.50, the April 26th weekly 57.50 straddle (the …

Semiconductor stocks (as measured by the SMH, the etf that tracks the group) have nearly doubled the performance of the Nasdaq Composite (CCMP) and more than doubled the S&P 500 (SPX) since the start of 2016, …