Event: Wireless semiconductor company Skyworks Solutions (SWKS) is scheduled to report fQ1 results tomorrow after the close. The options market is implying about a 5% one day post earnings move which is a tad shy …
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Earlier I highlighted Intel’s (INTC) inability to fill in its earnings gap from late Oct when the stock declined 6% post results (read here). Another stock that has failed to do so, despite the broad …
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International Business Machines Turning The Corner (IBM)? International Business Machines Corporation (IBM) commonly referred to as “Big Blue” is one of the oldest and biggest information technology companies that sells its products and services the …
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I know where I was 10 years ago today. I was watching a Ustream live video of Steve Jobs’ introduction of the first iPhone. While Jobs claimed that the device was magical and revolutionary, to …
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It’s been a newsy year for Facebook (FB). In the Spring, at the height of the presidential election primary period, a former employee made news by stating that curators routinely suppressed conservative news stories in their …
Continue readingHere are some apparently directional untied options trades that caught our attention in today’s trading:
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On Thursday, shares of Nvidia (NVDA) were $67.77, and on Friday, following their Q3 results/Q4 guidance, the stock closed at $87.97, up 30%. There was no M&A, or corporate action, just the earnings report that …
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Event: Nvidia (NVDA) report their Q3 results tonight after the close. The options market is implying about a 8% one day move tomorrow, which is shy of the average over the last 4 quarters of about …
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In mid July, semiconductors as a group had a major technical breakout, with the SMH (the etf that tracks 25 semi stocks, Intel and Taiwan Semi making up about 30% of the weight) blowing through …
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Dan has written a few posts recently (here, here, here, here) on how the semiconductor industry is adjusting to changing needs for their technology as the world becomes more wired (the internet of things). That …
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