From Puja Tayal: Semi stocks hit the bottom in December 2018
From Fred Imbert: Stocks fell on Friday after a sharp decline in Broadcom shares put other chipmakers and the broader tech sector under pressure.
From Lizzy Gurdus: This semi slump will be short-lived, according to one market watcher.
From Patti Domm: KEY POINTS
From Timothy Smith:
From Lizzy Gurdus: The chip carnage on Wall Street isn’t stopping one trader.
From Yun Li: KEY POINTS Shares of chip suppliers are under pressure following the Trump administration’s restrictions on doing business with Huawei. Google has suspended business activity with the Chinese giant. Other Huawei suppliers, including Qualcomm, Broadcomm and Intel, reportedly told employees they will not sell to the Chinese firm until further notice. U.S. chip […]
From Ryan Vlastelica: Semiconductor stocks are on track for their biggest weekly percentage loss in more than three years as a weak growth outlook from Intel Corp. further pressured a sector already rattled by a resurgence of trade uncertainty.
From Keris Lahiff : Semis stocks are slumping for a second day in a row, but one technical analyst sees a big reason to buy the dip in chips.
From Keris Lahiff: Semis are on fire.
From Patti Domm:
From Tirthankar Chakraborty: Following a dreadful 2018, chipmakers are hot again on encouraging trade talks and a rebound in China’s manufacturing activity. Adding to the optimism is industry rationalization and slew of new technological trends like Internet of Things, high-end gaming and 5G wireless. At the same time, reports of smartphone market recovery are taking […]
From Zacks Equity Research: Robust demand for memory chips and other semiconductor products, on account of rapid adoption of cloud computing, AI, Internet of Things (IoT), autonomous cars, advanced driver assisted systems (ADAS), gaming, wearables, drones and virtual reality/augmented reality (“VR/AR”) devices, is fueling massive growth in the semiconductor space.
From Radhika Pujara : As we conclude first-quarter 2019, most of the discussions are centered on the near-term cloudy outlook for the semiconductor space and performance of the chip-makers.
From Al Root: Nvidia is buying semiconductor maker Mellanox Technologies for $6.9 billion in an all-cash, cloud-computing-focused deal that could signal better days on the horizon for semiconductor stocks.