Event: Intel (INTC) reports Q2 results after the close. The options market is implying about 3.5% one day post earnings move which is a tad higher than the 4 quarter average one day post earnings …
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Event: Qualcomm (QCOM) reports fiscal Q3 results tonight after the close. The options market is implying a 4.5% one day post earnings move which is shy of the 7% average over the last 4 quarters …
Continue readingThis morning, ARM Holdings (ARMH) of the U.K. agreed to be acquired by Japan’s Softbank for $32 billion. This deal has a little something for everyone. It’s a result of multiple forces colliding within Technology, Geo-politics that …
Continue readingIn a recent issue, the Barron’s Tech column claimed that The Internet of Things Is a Dead End for Now and the formerly promising buzz-phrase has so far become nothing more than a: jumble of …
Continue readingQ1 earnings season is off to a sort of meh start. Last week, bank stocks rallied off of very low expectations, poor relative performance and results that were good enough to cause a bit of …
Continue readingOn Friday we rolled a mildly profitable long premium bearish view on Qualcomm (QCOM) from April 22nd weekly expiration (this Friday) to May expiration (here). Here was the new trade idea from Friday afternoon: TRADE: QCOM ($51.60) …
Continue readingIntel (INTC) reported Q1 results and forward guidance last night after the close. While the Q1 results hit the previously lowered estimates, Q2 sales were guided to $13 to $14 billion, below the consensus of …
Continue readingEvent: Intel (INTC) reports Q1 earnings tonight after the close. The options market is implying about a 4% one day post earnings move tomorrow, which is inline with the 4 qtr avg one day move, and …
Continue readingSemiconductor contract manufacturer Taiwan Semi (TSM) released Q1 results that were below expectations and guided down the current quarter and, per Bloomberg; “cut their cut its own 2016 smartphone demand growth forecast to 7 percent …
Continue readingShares of Intel (INTC) are down 15% on the year and down about 17.5% from its 52 week high made in the last week of 2015. The stock declined 9% on January 15th following their …
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