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2024-05-06 07:45:07 ET More on tech stocks Intel: Analyzing The Challenge Of Meeting Its Five Nodes In Four-Year Plan Nvidia's Stock Is Still A Bargain Intel: Underwhelming Q1 Results Lead To Cloudy Prospects Nvidia supplier SK Hynix's HBM chips almost sold o...
2024-05-02 22:06:59 ET Summary Yacktman Asset Management's 13F portfolio value increased from $10.75B to $11.12B this quarter. The largest holding in the portfolio is Canadian Natural Resources at 10.32%. New stakes include Kellanova and Darling Ingredients, while stake dispos...
2024-05-02 18:15:09 ET Summary Apple Inc. stock has shown increased volatility lately due to extended company-specific woes, particularly in the face of rising competition in China. The company's March quarter revenue declines continue to highlight risks of persistent market share...
2024-05-02 13:05:00 ET Summary The AI ecosystem comprises semiconductors, software, other hardware and innovative use cases, all of which play crucial roles in the advancement and adoption of AI. Realistic expectations for 2024 include the potential for a hardware refresh cycle dr...
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...
2024-05-02 07:53:10 ET More on Apple Sell Apple Before Earnings? Why The Best Days Could Be Over Apple: Shiny No More - Sell Now And Keep Your Profits Thus Far FOMC Meeting, Jobs Report, And Apple Earnings Headline Big Week Apple Q2 earnings preview: Looking ...
2024-05-02 06:12:36 ET Summary The semiconductor industry has strong differentiation, financial metrics, and competitive advantages. Several popular semiconductor ETFs have outperformed the S&P 500 over the past decade by a wide margin. SOXX ETF is trading significantly ab...
2024-05-02 05:56:14 ET More on Nvidia Nvidia Stock: Bull Flag Signals Another Major Breakout (Technical Analysis) Nvidia's Reversion Angle Became Steeper Nvidia's Moat Remains Unchallenged Despite Emerging Players' Advanced AI Chips AI cloud provider CoreWeav...
2024-05-01 13:29:03 ET Summary The Korea Fund Inc. is an old foreign CEF (30-year history) that focuses on Korean stocks and is currently managed by John Cho. Korean stocks offer one of the most alluring valuations to earnings trade-offs. KF's earnings are benefiting from the ...
2024-05-01 11:47:13 ET More on Apple Apple: Shiny No More - Sell Now And Keep Your Profits Thus Far FOMC Meeting, Jobs Report, And Apple Earnings Headline Big Week Wall Street Lunch: Big Tech Bearishness? Apple set for gloomy quarter, but silver lining lies a...
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