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2023-12-08 18:25:00 ET Summary The S&P 500 couldn’t close above its July 23 ’23 high of 4,607.07, closing this week at 4,604.37. The forward 4-quarter estimate fell $0.15 this week to $236.26 from $236.41. The S&P 500 ended the week at 5.13%, still at the...
2023-12-08 11:45:34 ET More on Semiconductors SOXX: The Big Short, Take Two Ideal Pairs Trade Into 2024: Health Vs. Hype: Capitalizing On A Therapeutic Turn And A Tech Tumble SOXX: Tread Lightly With These High Risk Semiconductor Stocks Michael Burry closes o...
2023-12-08 10:46:33 ET More on Micron Micron: I Started Selling With The Insiders From Preannouncement To The UBS Conference: Micron's Journey Ahead Micron Stock - Still Buy: More Upside Likely Ahead Micron remains top semi pick at Citi after October industry...
2023-12-07 11:32:08 ET More on AMD, Broadcom and more Nvidia Is Our Top 2024 Short Pick AMD Makes Definitive GenAI Statement Advanced Micro Devices, Inc. (AMD) Advancing AI Event (Transcript) Biggest stock movers today: Google, AMD, GameStop, C3.AI, Chewy and...
2023-12-06 21:22:23 ET Summary Dan Loeb's 13F portfolio value decreased by 3% this quarter, with the top three holdings accounting for 34% of the portfolio. Third Point returned negative 0.9% in Q3 2023, compared to negative 3.3% for the S&P 500 Index. New stakes include M...
2023-12-06 08:30:00 ET Summary We’re upgrading NetApp stock back to a buy. We think the current consensus expectation of a 4% YoY annual growth is fairly conservative. We believe NAND Flash's strength and higher gross margins could support more upside surprises in 1H24....
BOISE, Idaho, Dec. 05, 2023 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), today announced it is shipping the Micron 3500 NVMe ™ SSD, which leverages its 232-layer NAND to power demanding workloads for business applications, scientific computing, cutting-edge gaming and cont...
2023-12-05 07:42:45 ET More on Micron Micron: I Started Selling With The Insiders From Preannouncement To The UBS Conference: Micron's Journey Ahead Micron Stock - Still Buy: More Upside Likely Ahead Micron guidance boost is 'bright' spot for memory, but ques...
2023-12-04 10:36:51 ET Summary Tepper’s 13F portfolio value decreased from ~$5.39B to ~$5.07B this quarter. Meta Platforms, Microsoft, Amazon.com, Nvidia, and Alphabet are the largest holdings. Alibaba Group Holdings, Qualcomm, Baidu, and Taiwan Semi were reduced while ...
2023-12-04 07:49:00 ET Summary Micron's recent insider trading is completely dominated by selling, and you will see why I agree with the insiders' decisions. Micron's valuations have become ahead of the fundamentals, with overly optimistic growth projections. The growth rate o...
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VANCOUVER – USA News Group – In this ongoing artificial intelligence (AI) rally, not all tech stocks are experiencing the same growth. According to Reuters , tech giants such as Microsoft are facing setbacks, while chipmakers continue to climb, marking a divide in the benefi...
2024-07-31 13:25:37 ET One of the biggest driving forces behind the market rally that kicked off early last year has been the accelerating adoption of generative artificial intelligence (AI) . However, after the big run-up, investors have taken a step back, looking for additional eviden...
2024-07-31 04:55:00 ET The artificial intelligence boom isn't just about chip stocks like Nvidia (NASDAQ: NVDA) . It's also completely changing the dynamic random access memory (DRAM) market as we know it -- and for the better. High-bandwidth memory (HBM) has been a niche techno...