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2024-05-03 19:15:12 ET Summary Broadcom's stock appears expensive due to geopolitical risks and potential revenue fluctuations from tensions between the US and China. The company relies heavily on revenue from China, which is at risk due to China's efforts to reduce reliance on fo...
2024-05-03 15:18:12 ET Summary Advanced Micro Devices, Inc. continues to underperform in both stock performance and financial performance, as Nvidia takes the lead in the generative AI race and Intel in the x86 CPU race. With the gaming segment still reporting elevated inventory c...
2024-05-02 18:08:00 ET Summary Intel's shares fell 9% after reporting mixed Q1 results and providing a weaker-than-expected outlook for the coming quarter. Intel purchased its first EUV lithography system in 2017 for <7nm nodes, but didn't decide to use them until recently. ...
2024-05-02 13:18:04 ET Summary My previous thesis about Nvidia Corporation has aged well, as the stock has appreciated by 18% since February 7, outperforming the S&P 500. Nvidia Corporation delivered strong fiscal Q4 financial results with revenue growth of 265% YoY and a sign...
2024-05-02 11:57:57 ET Summary Intel Corporation stock has declined by over 40% and is severely oversold, making it a potential buy opportunity. However, Intel's earnings have underwhelmed and its management's performance is a major concern. Analysts have mixed feelings about ...
2024-05-02 11:00:00 ET Summary Joe Albano discusses how he quantifies tech stocks, specifically Nvidia. Why charts don't owe fundamentals anything. Concerns about Super Micro Computer and Zscaler, bullish on Micron and the importance of analyzing each stock on a case-by-case b...
2024-05-02 08:10:00 ET Summary To understand if this is just a short-term dip or something more meaningful, we must look at the technical and fundamental backdrop that is moving sentiment. Semiconductors and their earnings announcements have been key with the wave of investment in...
2024-05-01 16:05:01 ET More on Qualcomm Qualcomm: Still A Believer, But I Need Proof Of Future Growth (Downgrade) Qualcomm's Expansion Into AI And IoT: Reasons To Consider Buying The Stock Qualcomm: Fundamentals Deteriorate With Intensifying Competition Qualc...
2024-05-01 10:47:02 ET Intel Corp. (INTC) INTC is trading DOWN for the last 4 days, and it at trading at $30.20 with volume of 12,016,449 and a one day change of $-0.28 (-0.90%). Intel Corp. has a 52-week low of 26.86 and a 52-week high of $51.28. The business's 50-day moving averag...
2024-05-01 10:31:55 ET Summary Amazon's Q1 outperformance continues to showcase strong progress in unlocking incremental profitability sustained by ongoing AI share gains, improvements in cost to serve, and increasing penetration into high-margin advertising opportunities. Specifi...
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Intel Corporation (NASDAQ:INTC) reported worse-than-expected first-quarter sales results and issued weak EPS guidance on April 25. Intel reported q...
2024-05-01 10:47:02 ET Intel Corp. (INTC) INTC is trading DOWN for the last 4 days, and it at trading at $30.20 with volume of 12,016,449 and a one day change of $-0.28 (-0.90%). Intel Corp. has a 52-week low of 26.86 and a 52-week high of $51.28. The business's 50-day moving averag...
2024-05-01 08:00:00 ET Fool.com contributor Parkev Tatevosian discusses the choices that led to the development of Intel 's (NASDAQ: INTC) foundry segment. *Stock prices used were the afternoon prices of April 28, 2024. The video was published on April 30, 2024. Co...