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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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 …
Continue readingEvent: Qualcomm (QCOM) reports fiscal Q4 results tomorrow night after the close. The options market is implying a 6% one day post earnings move which is shy of the nearly 8% average over the last 4 …
Continue readingEvent: Texas Instruments (TXN) reports Q3 results tonight after the bell. The options market is implying about a 4% one day post earnings move, which is essentially in line with the 4 qtr avg one …
Continue readingOn October 6th we to a look at the technical set up for the semiconductor group via the etf SMH. We identified some of the fundamental reasons for the massive out-performance in the space that had has resulted …
Continue readingWhen it comes to running your computer, smartphone or gaming console you have the CPU (central processing units) and the GPU (graphic processing units). While there are lots of other components, these are the workhorses. The first basically …
Continue readingMedia reports that Qualcomm (QCOM) is in talks to acquire NXP Semiconductors (NXPI) for $30 billion sent the Philadelphia Semiconductor Index (SOX) up nearly 3% in a straight line, as NXPI ripped 15% and QCOM …
Continue readingOn April 21st Texas Instruments (TXN) issued disappointing Q2 guidance that sent the shares down nearly 7% the next day, per Barron’s Tech Blog: CEO Rich Templeton noted the forex problem and the areas of weakness: …
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