Shares of Qualcomm (QCOM) are down 12% today following Apple’s (AAPL) $1 billion lawsuit against the mobile chip make, alleging QCOM, per WSJ: leveraged its monopoly position as a manufacturer of baseband chips, a critical component …
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With the New Year comes no shortage of predictions for financial markets for 2017. My crystal ball is in the shop, but I want to highlight a tech prediction from famed venture capitalist Fred Wilson, founder …
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Earlier we discussed the private and public investment environment for internet based service companies like on-demand delivery (MorningWord 12/13/16 – Deliverance). Basically some of the enthusiasm for these companies has waned since what as a …
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Shares of enterprise cloud software provider Workday (WDAY) plunged 17.5% on Friday before closing the day down 12.5%. The carnage came after the company’s fiscal Q3 report, punctuated by weak forward guidance. WDAY might be a …
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Palo Alto Networks (PANW) reports their fiscal Q1 results after the close. The options market is implying about a 6.5% one day move in either direction tomorrow, which is shy of the 4 qtr average of …
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Regular readers of RiskReversal, viewers of CNBC’s Fast Money & Options Action and my followers on Twitter are likely familiar with two of my adamant leanings in 2016, one having to do with the election and …
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Shares of Time Warner have massively outperformed (up 23%) the broad market year to date (SPX up 5%), and peer Disney (DIS, down 13%). The stock caught my attention for a couple of reasons today. …
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Event: Netflix (NFLX) will report Q3 results tonight after the close. The options market is implying about a 10% one day post earnings move, which is shy to the 13% decline following each of the last …
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Salesforce.com (CRM) has lost 10% of its market value (about $5 billion) since offering disappointing billings for the current quarter in late August. The stock is down almost 17% from its all time highs made in May, and …
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Event: Delta Air Lines (DAL) is set to report Q3 results tomorrow before the open. The options market is implying about a 3.5% one day move tomorrow, which is rich to the 4 qtr one …
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