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 …
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The nearly $200 billion in semiconductor m&a in the last 18 months has less to do with what drove the sector historically (PCs & Smartphones) and more to do with emerging technologies like drones, artificial intelligence, …
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On CNBC’s Fast Money last night, Carter Worth, Cornerstone Research’s star technician made the case for continued gains in large cap tech: When asked which sector looked the best on the charts Carter highlighted semiconductor …
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The semiconductor industry is in the midst of one of the most massive waves of consolidation the technology world has ever seen. Yesterday it was announced that Analog Devices (ADI) is making a near $15 …
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Event: Micron (MU) reports fiscal Q2 results tonight after the close. The options market is implying about a 10% one day post earnings move which is rich to the 4 qtr average move of about …
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Prior to the opening Sandisk (SNDK) lowered Q4 sales and gross margin guidance: The company estimates total revenue to be approximately $1.73 billion, lower than the previously forecasted revenue range of $1.80 billion to $1.85 …
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Investors and techies have been captivated by the surplus of leaks and rumors about Apple’s yet-to-be officially announced new products. iPhone 6 specs appear to be the worst-kept secret from Cupertino to Taiwan. For years, …
Continue readingEvent: MU reports its fiscal Q3 earnings on Monday after the close. The options market is implying about a 7.5% one day move, which is in line with the four-quarter average of about 7.75% and the …
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Trade Update April 24th, 2012 at 3:25pm: AAPL‘s trading in the last month was been a little “APPLETASTIC” even for the true believers……for those of you who have sworn to never sell your AAPL stock, an …
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AAPL reports its fiscal Q2 earnings after the bell. The options market is implying about a 7.15% move* which is fairly rich to its 4 qtr avg move of about 4.25%. MAKE NO MISTAKE ABOUT IT, …
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