Event: Google reports Q2 earnings tonight after the close, the options market is implying about a 3.5% one day move. With the stock at $590, the July 590 straddle (call premium plus the put premium) …
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Prior to last night’s report from the WSJ that government owned Chinese company Tsinghua offered to pay $21 a share ($23 billion) for Micron (MU), the stock had declined 50% from its 52 week highs …
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Last night on CNBC’s Fast Money I highlighted unusually high call volume in Alcoa (AA) a day before the company was to report their Q2 results (watch here). Well, the report is tonight, and the …
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On Friday’s Fast Money program on CNBC, Tim Seymour answered viewer question with his thoughts on Apple (AAPL). I rudely interrupted Tim almost right off the bat when he mentioned valuation as justification to own …
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Last night, on CNBC’s Fast Money we discussed the management shake-up at TWTR. I mentioned that the company’s expected $2.2 billion in sales in 2015 is a drop in the bucket for both Google’s (GOOG) …
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We have had our eye on MU in 2015. I last looked at it in mid May when the stock was $26.60 (read below). Despite some $50 billion in semiconductor m&a, and the Philadelphia Semiconductor …
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Since starting in this business in 1997 I have seen a lot of strange things. Lots of stocks whose price action both up and down remain in your memory and make you want to tell …
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Last Wednesday on CNBC’s Fast Money we had former star Casino/Gaming Analyst Jason Ader, now board member of Las Vegas Sands (LVS) on the program. It was a very interesting interview as he described the …
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Last night on CNBC’s Fast Money we had a brief discussion about semiconductor stocks on the heels of Qualcomm’s (QCOM) $10 billion bond deal to fund its previously announced buyback. The feelings of the panelists were …
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A day after GE announced its plans to sell off parts of its finance and retail units, and the stock’s subsequent 11% one day gains, Barron’s ran the following story Time to Sell General Electric. The …
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