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Summary The CHIPS Act aims to make the American semiconductor (chip) industry less dependent on foreign supplies and more competitive. While everyone is focusing on semiconductor manufacturers, it is the equipment makers who make it feasible to build chips in the first place who s...
Summary Despite the recent outperformance of US-based companies and US investors’ home-country bias, we believe investors will still benefit from proper diversification for a well-balanced portfolio. In countries with less-efficient markets, there can be greater investment ...
The supply-related constraints which have troubled global electronics producers since early last year were compounded as demand conditions in key industries deteriorated in July. Although we've seen evidence that the supply crunch for electronic and electrical items has receded from i...
Why chipmakers are warning about falling demand. Some the auto industry's chip troubles have been self-inflicted. Why semiconductor innovation in the physical space may be reaching its limits. The global chip shortage may finally be showing signs of easing, but t...
Nvidia reported preliminary Q2 results two weeks ahead of earnings release. Preliminary results show revenue to be 17% lower than initially projected. Company reiterates long-term gross margin. Target Price: $380 per share. Last week, NVIDIA Corporation (NVDA) report...
Despite the United States’ passage of the Chips and Science Act to bolster competitiveness, US chipmakers still face a long road ahead in their aim to overtake rivals in Asia. Shipping activity passing through the waters near Taiwan’s southern port of Kaohsiung - a criti...
Certain thematic indexes have direct exposure to semiconductor stocks. This week, the President signed the CHIPS and Science Act which would provide $50 billion in subsidies to chip manufacturers to expand their operations within the U.S. and $2.7 billion for other activities like res...
Nvidia announced preliminary results for Q2 2022. The company disappointed against both management’s previous guidance and analyst consensus estimates. I view the press release as a warning signal, that Nvidia is a cyclical company - like the entire semi industry. In my...
Only 10% of the nation feels positive about the economy, and last month, consumer sentiment hit a record low. Climate change is submerging or parching dense and developed regions all over the globe. The greatest threat to our nation isn’t an economic recession, but losing t...
Global equity markets went into a protective crouch last quarter, and factor performance followed suit. The collapse in Consumer Discretionary and/or Technology stocks was a dominant driver of global factor performance in Q2. The Quality premium versus Value has returned to its lo...
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2024-05-24 04:50:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-04-04 21:14:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...
2024-03-25 20:10:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...