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 …
Continue readingQCOM
Event: 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 reading
Event: 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 reading
Media 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 reading
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 reading
This 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 reading
In 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 reading
We try to be a bit careful on drawing too many conclusions from unusual options activity as it’s nearly impossible to tell the initiating traders intent for the trade without intimate knowledge of the trader, …
Continue reading
Q1 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 reading
On 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 reading