Today Alphabet (GOOGL) introduced their (kind of) much anticipated digital assistant, called Assistant to compete with Amazon’s (AMZN) Alexa/Echo products. The company also introduced a line of Google designed and branded smartphones that will compete …
Continue reading
When it comes to running your computer, smartphone or gaming console you have the CPU (central processing units) and the GPU (graphic processing units). While there are lots of other components, these are the workhorses. The first basically …
Continue reading
I concluded today’s MorningWord (Wake Me Up When September Ends) with a comment that events in the next few weeks might spark some market volatility (one way or the other) and how the options market …
Continue reading
The biggest news in tech this week was merely rumor, that Qualcomm (QCOM) is in talks to pay $30 billion for NXP Semiconductor (NXPI), a company which just last year spent $12 billion to buy Freescale …
Continue reading
Media reports that Qualcomm (QCOM) is in talks to acquire NXP Semiconductors (NXPI) for $30 billion sent the Philadelphia Semiconductor Index (SOX) up nearly 3% in a straight line, as NXPI ripped 15% and QCOM …
Continue reading
Earlier today I had some thoughts on Costco (COST) into tonight’s earnings results (MorningWord 9/29/16: COST’$ Cut). The crux of it is becoming painfully obvious, Amazon.com (AMZN) is eating brick and mortar retail’s lunch quarter …
Continue reading
We’re not getting to hear much policy discussion in this strange presidential election cycle but one topic that sometimes gets through is healthcare. A hot button issue over the past year on the Democratic presidential …
Continue reading
On Friday we previewed Nike’s (NKE) fQ1 results that were issued yesterday after the close. We felt the combination of relative under-performance of the stock, its precarious technical set up sitting on near and long term support and the …
Continue reading
Here are a few apparently directional options trades that caught my eye in today’s trading: XLK: There appeared to be an opening bullish bet in the S&P Technology Select etf when the etf was trading $47.70, …
Continue reading
The last time I took a look at Chipolte (CMG) was late December (here) as the company’s e.coli / norovirus crisis was emerging. The stock had declined from its all time highs made in August 2015 …
Continue reading