beta

AMD

Advanced Micro Devices Inc.

Amd

Chart

Stats

Earnings

News

Splits

Dividends

Earnings

01-29-2019 after market close 10-24-2018 after market close 07-25-2018 after market close 04-25-2018 after market close 01-30-2018 after market close 10-24-2017 after market close 07-25-2017 after market close 05-01-2017 after market close
Actual EPS 0.05 0.1 0.12 0.08 0.06 0.08 -0.01 -0.07
Consensus EPS 0.06 0.11 0.1 0.06 0.02 0.06 -0.02 -0.07
Estimated EPS 0.06 0.11 0.1 0.06 0.02 0.06 -0.02 -0.07
Number of Estimates 8 8 7 7 8 8 8 7
EPS Surprise -$0.01 -$0.01 $0.02 $0.02 $0.04 $0.02 $0.01

Stats

Summary

Advanced Micro Devices Inc designs and produces microprocessors and low-power processor solutions for the computer, communications, and consumer electronics industries.

Market Cap: 12 Billion

Primary Exchange: NASDAQ Capital Market

Website: http://www.amd.com

Shares Outstanding: 965 Million

Float: 953 Million

Dividend: 0.0 (0.0%)

Beta: 2.544803

Sector: Technology

Industry: Semiconductors

Short Interest (Jan 12, 2018): 176 Million

Ethical Flags

Longest drawdown: 483 trading days

From: 2014-07-16 To: 2016-06-15

Lowest Point:

AMD -2% on Oppenheimer's valuation warning

via: SeekingAlpha at 2019-06-13 09:41:06:000

Oppenheimer warns of a "high bar for upside"for AMD (NASDAQ: AMD )with shares up nearly 90%from a December low. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD: Bright Future, Low Margin Of Safety

via: SeekingAlpha at 2019-06-12 19:38:03:000

AMD stock has been a clear winner in recent years Advanced Micro Devices ( AMD ) has gone a long way over the recent years. The company effected an impressive transformation from being an underdog and a loss-making corporation to becoming one of the leaders in the semiconductor industry. Thi… read more...

AMD's Gamble Now Paying Off

via: SeekingAlpha at 2019-06-12 15:04:41:000

For a company that just a few years ago some people had essentially written off as dead, AMD (AMD) has certainly come a long way. Not only are they one of the top 10 best-performing stocks of 2019 so far (after enjoying similarly high rankings for all of 2018), the company recently announced m… read more...

New Product Launches At E3 Set Advanced Micro Devices Up For A Great Year Ahead

via: SeekingAlpha at 2019-06-11 11:17:59:000

Advanced Micro Devices ( AMD ) rolled out its much-anticipated Navi GPU lineup at the E3 show on Monday. In addition, the company also rolled out a new high-end desktop CPU part. From the AMD E3 press release , here is a list of products that were rolled out: Of the GPU products, the Rade… read more...

New Product Launches At E3 Set Advanced Micro Devices Up For A Great Year Ahead

via: SeekingAlpha at 2019-06-11 11:17:59:000

Advanced Micro Devices ( AMD ) rolled out its much-anticipated Navi GPU lineup at the E3 show on Monday. In addition, the company also rolled out a new high-end desktop CPU part. From the AMD E3 press release , here is a list of products that were rolled out: Of the GPU products, the Rade… read more...

AMD gets target boost before E3; AMD +4%

via: SeekingAlpha at 2019-06-10 04:33:28:000

Bank of America Merrill Lynch raises its AMD(NASDAQ: AMD ) price target from $35 to $40 ahead of this week's E3 appearance. More news on: Advanced Micro Devices, Inc., Tech stocks news, News on the U.S. economy, Read more … read more...

Aerospace And Defense Merger Monday (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2019-06-10 03:43:43:000

Today's Top Stories: Aerospace and defense merger Monday; at ease; and Mexico tariffs averted. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find all Seeking Alpha Podcasts here ) Stitcher Sou… read more...

Wall Street Breakfast: Aerospace And Defense Merger Monday

via: SeekingAlpha at 2019-06-10 03:03:08:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Stitcher and Spotify (click the highlighted links). United Technologies and Raytheon have agreed to an all-stock merger, creating the second-largest def… read more...

Microsoft's new Xbox console coming 2020

via: SeekingAlpha at 2019-06-10 00:32:28:000

Known as "Project Scarlett," Microsoft (NASDAQ: MSFT ) has unveiled its next-generation Xbox console, which is set to hit store shelves during the 2020 holiday season. More news on: Microsoft Corporation, Advanced Micro Devices, Inc., Tech stocks news, Top stock market news, Read mor… read more...

Chewy IPO, Lululemon And Tesla On Tap (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-06-09 03:30:00:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks.. If you are interested in listening to Stocks To Watch to start your Sunday (you can r… read more...

Intel Is Worth More Than 10x Forward PE

via: SeekingAlpha at 2019-06-08 11:20:40:000

Compared to Advanced Micro Devices ( AMD ), Nvidia ( NVDA ), and other semiconductor stocks ( SMH ), shares of Intel ( INTC ) have fallen disproportionately in 2019 (Figure 1). In addition to the same negative outlook about cloud spending cuts, weakening gaming demand, and the stalemate of tra… read more...

Stocks To Watch: Chewy IPO, Lululemon And Tesla On Tap

via: SeekingAlpha at 2019-06-08 03:55:43:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. A podcast of Stocks to Watch is also available on Sundays on Seeking Alpha , iTunes… read more...

AMD: Why We Covered Our Short Position

via: SeekingAlpha at 2019-06-07 16:32:56:000

Being perfectly right on the fundamentals and wrong on price action is no fun. We seem to be facing some extreme divergence here on Advanced Micro Devices ( AMD ). We look at what we thought would happen, what did happen, and how we are playing it. The semiconductor cycle & AMD's revenue… read more...

Advanced Micro Devices, Inc. (AMD) Management Presents at Bank of America Merrill Lynch 2019 Global Technology Conference (Transcript)

via: SeekingAlpha at 2019-06-06 14:15:04:000

Advanced Micro Devices, Inc. (AMD) Bank of America Merrill Lynch 2019 Global Technology Conference June 06, 2019 12:30 PM ET Company Participants Ruth Cotter - Senior Vice President, Marketing, Human Resources & Investor Relations Conference Call Participants Vivek Arya - B… read more...

Advanced Micro Devices, Inc. (AMD) Management Presents at Bank of America Merrill Lynch 2019 Global Technology Conference (Transcript)

via: SeekingAlpha at 2019-06-06 14:15:04:000

Advanced Micro Devices, Inc. (AMD) Bank of America Merrill Lynch 2019 Global Technology Conference June 06, 2019 12:30 PM ET Company Participants Ruth Cotter - Senior Vice President, Marketing, Human Resources & Investor Relations Conference Call Participants Vivek Arya - B… read more...

AMD +2% on upgrade for 2020 potential

via: SeekingAlpha at 2019-06-06 03:32:32:000

Morgan Stanley upgrades AMD(NASDAQ: AMD )from Underweight to Equal Weight and lifts the target from $17 to $28. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +2% on upgrade for 2020 potential

via: SeekingAlpha at 2019-06-06 03:32:32:000

Morgan Stanley upgrades AMD(NASDAQ: AMD )from Underweight to Equal Weight and lifts the target from $17 to $28. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Dividend Portfolio Review: New Dividend Record For May

via: SeekingAlpha at 2019-06-03 07:04:28:000

It's May, and this is the best time of the year for a German dividend investor, as this is the month where most of Germany's companies distribute their annual dividends. As such, it was no surprise that May set a new record in dividend income, but I am still baffled by the amount and the growt… read more...

Dividend Portfolio Review: New Dividend Record For May

via: SeekingAlpha at 2019-06-03 07:04:28:000

It's May, and this is the best time of the year for a German dividend investor, as this is the month where most of Germany's companies distribute their annual dividends. As such, it was no surprise that May set a new record in dividend income, but I am still baffled by the amount and the growt… read more...

Dividend Portfolio Review: New Dividend Record For May

via: SeekingAlpha at 2019-06-03 07:04:28:000

It's May, and this is the best time of the year for a German dividend investor, as this is the month where most of Germany's companies distribute their annual dividends. As such, it was no surprise that May set a new record in dividend income, but I am still baffled by the amount and the growt… read more...

AMD +6.7% on mobile tie-up with Samsung

via: SeekingAlpha at 2019-06-03 06:00:00:000

AMD (NASDAQ: AMD )and Samsung ( OTC:SSNNF , OTC:SSNLF ) announce a multiyear partnership based on AMD's Radeon graphics chips. More news on: Advanced Micro Devices, Inc., Samsung Electronics Co., Ltd., Samsung Electronics Co., Ltd., Tech stocks news, Stocks on the move, Top st… read more...

AMD +6.7% on mobile tie-up with Samsung

via: SeekingAlpha at 2019-06-03 06:00:00:000

AMD (NASDAQ: AMD )and Samsung ( OTC:SSNNF , OTC:SSNLF ) announce a multiyear partnership based on AMD's Radeon graphics chips. More news on: Advanced Micro Devices, Inc., Samsung Electronics Co., Ltd., Samsung Electronics Co., Ltd., Tech stocks news, Stocks on the move, Top st… read more...

AMD +6.7% on mobile tie-up with Samsung

via: SeekingAlpha at 2019-06-03 06:00:00:000

AMD (NASDAQ: AMD )and Samsung ( OTC:SSNNF , OTC:SSNLF ) announce a multiyear partnership based on AMD's Radeon graphics chips. More news on: Advanced Micro Devices, Inc., Samsung Electronics Co., Ltd., Samsung Electronics Co., Ltd., Tech stocks news, Stocks on the move, Top st… read more...

AMD: Latest Campaign Has Several Targets

via: SeekingAlpha at 2019-05-30 06:47:10:000

On May 1, Advanced Micro Devices ( AMD ) celebrated 50 years of corporate history. The logo and celebration can easily relate to the company being in business for 50 years, but for shareholders the goal could easily be a target price of $50 or a gross margin goal of 50%. My bullish thesis … read more...

AMD: Latest Campaign Has Several Targets

via: SeekingAlpha at 2019-05-30 06:47:10:000

On May 1, Advanced Micro Devices ( AMD ) celebrated 50 years of corporate history. The logo and celebration can easily relate to the company being in business for 50 years, but for shareholders the goal could easily be a target price of $50 or a gross margin goal of 50%. My bullish thesis … read more...

AMD: Latest Campaign Has Several Targets

via: SeekingAlpha at 2019-05-30 06:47:10:000

On May 1, Advanced Micro Devices ( AMD ) celebrated 50 years of corporate history. The logo and celebration can easily relate to the company being in business for 50 years, but for shareholders the goal could easily be a target price of $50 or a gross margin goal of 50%. My bullish thesis … read more...

AMD: Big Investors Are Bulking Up

via: SeekingAlpha at 2019-05-30 04:30:09:000

AMD ( AMD ) has been surrounded by mixed market sentiment of late. While some believe that its upcoming 7nm-based products would further catapult its sales in CPU and GPU categories, others feel that the chipmakers stock has rallied a bit too far and is due for a correction. But instit… read more...

AMD: Big Investors Are Bulking Up

via: SeekingAlpha at 2019-05-30 04:30:09:000

AMD ( AMD ) has been surrounded by mixed market sentiment of late. While some believe that its upcoming 7nm-based products would further catapult its sales in CPU and GPU categories, others feel that the chipmakers stock has rallied a bit too far and is due for a correction. But instit… read more...

AMD: Big Investors Are Bulking Up

via: SeekingAlpha at 2019-05-30 04:30:09:000

AMD ( AMD ) has been surrounded by mixed market sentiment of late. While some believe that its upcoming 7nm-based products would further catapult its sales in CPU and GPU categories, others feel that the chipmakers stock has rallied a bit too far and is due for a correction. But instit… read more...

AMD: 7 Reasons To Hop Off This Hype Train

via: SeekingAlpha at 2019-05-29 16:03:10:000

Advanced Micro Devices Inc (AMD) is having an amazing run this year, up nearly 60% in 2019. There are a number of major competing bullish and bearish themes at play right now, suggesting the outlook is far from certain that share will continue higher. On one hand, AMD is breaking ground on inn… read more...

AMD: 7 Reasons To Hop Off This Hype Train

via: SeekingAlpha at 2019-05-29 16:03:10:000

Advanced Micro Devices Inc (AMD) is having an amazing run this year, up nearly 60% in 2019. There are a number of major competing bullish and bearish themes at play right now, suggesting the outlook is far from certain that share will continue higher. On one hand, AMD is breaking ground on inn… read more...

AMD: 7 Reasons To Hop Off This Hype Train

via: SeekingAlpha at 2019-05-29 16:03:10:000

Advanced Micro Devices Inc (AMD) is having an amazing run this year, up nearly 60% in 2019. There are a number of major competing bullish and bearish themes at play right now, suggesting the outlook is far from certain that share will continue higher. On one hand, AMD is breaking ground on inn… read more...

AMD: Valuation On 35x Forward P/E

via: SeekingAlpha at 2019-05-29 11:54:00:000

Compared to Intel ( INTC ), Nvidia ( NVDA ), and other semiconductor stocks ( SMH ), shares of Advanced Micro Devices ( AMD ) have moved unsympathetically in 2019 (Figure 1). Amid the same negative outlook about cloud spending cut s, weakening gaming demand, and the stalem… read more...

Intel's Stock May See A Sharp Bounce

via: SeekingAlpha at 2019-05-29 07:51:06:000

Intel ( INTC ) has been in free fall since reporting results at that end of April. However, there are signs the stock may be bottoming out. The technical chart and the options market has started to display some positive trends. Meanwhile, the stock's valuation has fallen to its lowest in yea… read more...

Make AMD Great Again

via: SeekingAlpha at 2019-05-28 12:20:56:000

I will not sit here and rave on about just how much pain AMD ( AMD ) is about to bring to Intel (INTC). You can read all about it at various sites. Lets just say that AMD CPUs are bringing a ton of performance-per-dollar and this is going to hurt Intel. Also, the Ryzen 3000 comes w… read more...

PLAN, AMD, SMI and AGMH among notable tech movers

via: SeekingAlpha at 2019-05-28 10:47:30:000

Gainers: Exela Technologies (NASDAQ: XELA ) +41% . Anaplan (NYSE: PLAN ) +18% . Advanced Micro Devices (NASDAQ: AMD ) +12% . SPI Energy (NASDAQ: SPI ) +11% . Semiconductor Manufacturing International Corporation (NYSE: SMI ) +11% . More news on: Exela Technologies, Inc., Anapl… read more...

Intel slides as analysts praise AMD's roadmap

via: SeekingAlpha at 2019-05-28 10:06:58:000

Analysts weigh in on AMD's ( AMD +12% ) Computex product roadmap and a followup statement that one third-gen Ryzen chip outperformed an Intel ( INTC -2.4% ) CPUby more than 16%. More news on: Intel Corporation, Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, S… read more...

AMD's Stock Is Breaking Out Of Its Slumber

via: SeekingAlpha at 2019-05-28 08:51:06:000

Since the beginning of April, AMD's ( AMD ) stock has been grinding lower, but there are signs the stock may be changing course. The shares are getting a boost on May 28 after the company showed off its latest chips at Computex. The technical chart and the options betting suggests that the sto… read more...

AMD soars on 7nm product roadmap

via: SeekingAlpha at 2019-05-28 05:39:14:000

AMD( AMD +5.3% ) announces its 7nm product roadmap at Computex, which includes several products across all markets set to launch in the next six months. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

SOXX: Performance And Valuation Update - May 2019

via: SeekingAlpha at 2019-05-27 22:52:18:000

iShares PHLX SOX Semiconductor Sector Index ETF (NASDAQ: SOXX ) is the largest and most liquid semiconductor industry-specific exchange-traded fund with AUM of $1.4bn . The fund tracks an index of U.S. listed companies across the supply chain from design, manufacturing, distribution and sale… read more...

Walmart's 5260, Computex And Healthcare Headwinds (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-05-26 04:04:30:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you can re… read more...

Walmart's 5260, Computex And Healthcare Headwinds (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-05-26 04:04:30:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you can re… read more...

Stocks To Watch: Walmart's 5260, Computex And Healthcare Headwinds

via: SeekingAlpha at 2019-05-25 04:34:39:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. No formal trade talks are scheduled between the U.S. and China, but President Trump… read more...

High Short Interest, Strong Performance Stocks: May 2019

via: SeekingAlpha at 2019-05-22 06:18:08:000

Higher short interest is an odd indicator in the market. On one hand, it's a good indicator of sentiment as a high level generally suggests skepticism of the company's outlook, bringing bears to expect eventually lower share prices. It's also a poor indicator because significant levels of shor… read more...

High Short Interest, Strong Performance Stocks: May 2019

via: SeekingAlpha at 2019-05-22 06:18:08:000

Higher short interest is an odd indicator in the market. On one hand, it's a good indicator of sentiment as a high level generally suggests skepticism of the company's outlook, bringing bears to expect eventually lower share prices. It's also a poor indicator because significant levels of shor… read more...

High Short Interest, Strong Performance Stocks: May 2019

via: SeekingAlpha at 2019-05-22 06:18:08:000

Higher short interest is an odd indicator in the market. On one hand, it's a good indicator of sentiment as a high level generally suggests skepticism of the company's outlook, bringing bears to expect eventually lower share prices. It's also a poor indicator because significant levels of shor… read more...

Amazon: Using Price-To-Sales As A Technical Oscillator (Video)

via: SeekingAlpha at 2019-05-22 04:00:00:000

We have tracked Amazon ( AMZN ) closely since the early days of StockWaves. In this video we take a detailed look at the Elliott Wave count, but also reexamine the use of the Price to Sales ratio (P/S) as an additional technical analysis tool. Back in our first Seeking Alpha article in August… read more...

Amazon: Using Price-To-Sales As A Technical Oscillator (Video)

via: SeekingAlpha at 2019-05-22 04:00:00:000

We have tracked Amazon ( AMZN ) closely since the early days of StockWaves. In this video we take a detailed look at the Elliott Wave count, but also reexamine the use of the Price to Sales ratio (P/S) as an additional technical analysis tool. Back in our first Seeking Alpha article in August… read more...

Amazon: Using Price-To-Sales As A Technical Oscillator (Video)

via: SeekingAlpha at 2019-05-22 04:00:00:000

We have tracked Amazon ( AMZN ) closely since the early days of StockWaves. In this video we take a detailed look at the Elliott Wave count, but also reexamine the use of the Price to Sales ratio (P/S) as an additional technical analysis tool. Back in our first Seeking Alpha article in August… read more...

AMD: David And Goliath All Over Again

via: SeekingAlpha at 2019-05-20 05:12:45:000

Introduction AMD (AMD) shares have skyrocketed a stunning 134% in the last year, 48% YTD, and 595% in the last five years. When Lisa Su, AMD's current CEO took over the company in October of 2014, the company was on the verge of bankruptcy, had no product roadmap to combat larger Intel (IN… read more...

AMD: David And Goliath All Over Again

via: SeekingAlpha at 2019-05-20 05:12:45:000

Introduction AMD (AMD) shares have skyrocketed a stunning 134% in the last year, 48% YTD, and 595% in the last five years. When Lisa Su, AMD's current CEO took over the company in October of 2014, the company was on the verge of bankruptcy, had no product roadmap to combat larger Intel (IN… read more...

AMD: Mid-Year Update - Incredibly Strong Performer

via: SeekingAlpha at 2019-05-19 02:36:21:000

I last discussed AMD (AMD) as my top tech pick for 2018 roughly a year and a half ago. In early 2019, I wrote another article where I recommended holding on to your position. Since this past article, on January 2, the company's stock has gone up by almost another 50%. Going forward, I expect… read more...

The IPO Rush - Promise And Peril

via: SeekingAlpha at 2019-05-18 03:30:00:000

by Daniel Shvartsman All-time market highs, the ups and downs of trade negotiations, or the resurgence of volatility. There are a number of different flavors of breathless stock market coverage. The trick, for authors at Seeking Alpha and other outlets, is to translate the vicissitudes of … read more...

AMD May Be Eating Nvidia's Lunch

via: SeekingAlpha at 2019-05-17 07:39:17:000

AMD ( AMD ) may be eating Nvidia's ( NVDA ) lunch based on the last round of quarterly results. Nvidia reported weak sales across most of its business units, but datacenter stood out. It was the first quarter that Nvidia had posted declining revenue both sequentially and year-over-year for d… read more...

How AMD And Others Are Weakening Intel's Hold On X86

via: SeekingAlpha at 2019-05-17 05:45:31:000

Intel ( INTC ) recently released Q1 2019 earnings and the results were fairly disappointing. While revenue was flat YoY at roughly $16.06B, operating income declined from $4.47B to $4.17B and earnings per share fell from $0.93 to $0.87. The table below lists some of the relevant results for Q1… read more...

Nvidia +6% on Q1 beats, gaming recovery

via: SeekingAlpha at 2019-05-16 12:43:24:000

Nvidia (NASDAQ: NVDA ) +6.2% after Q1 beats with revenue down 31% Y/Y. In-line Q2 guidance has$2.5-2.6B in revenue (estimate: $2.53B) with59.2-59.5% gross margin. Rival AMD (NASDAQ: AMD ) is up 0.8% . More news on: NVIDIA Corporation, Advanced Micro Devices, I… read more...

Expecting An Ugly First Quarter Earnings Call At Nvidia

via: SeekingAlpha at 2019-05-16 08:19:36:000

Nvidia ( NVDA ) Q1 earnings are on the tap for Thursday after close. Coming in to Q1, the companys revenue splits have been as follows: Management guided Q1 revenues to be at about $2.2B with margins of about 59%. As such, we have been negative on Nvidia prospects due to the cr… read more...

Bulletproof Investing Performance Update: Week 77

via: SeekingAlpha at 2019-05-16 08:15:46:000

Safety First: NASCAR driver Johanna Long and her helmet (Image Credit: Gearheads ) Bulletproof Investing: Week 77 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. T… read more...

Intel: Failures Mount

via: SeekingAlpha at 2019-05-14 16:19:23:000

During its Investor Day 2019, Intel ( INTC ) continued a trend of failing to meet investor expectations. At lot of the focus was on the revenue projections, but the biggest concern are the margin pressures signifying that a key competitive threat is indeed becoming a problem for the chip… read more...

AMD schedules 'Next Horizon' E3 event

via: SeekingAlpha at 2019-05-14 05:39:57:000

AMD ( AMD +1% ) announces that its "Next Horizon Gaming" event will be held on June 10 during E3 2019. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Intel: An Epyc Opportunity?

via: SeekingAlpha at 2019-05-12 17:52:35:000

Last week both Advanced Micro Devices ( AMD ) and Intel ( INTC ) released their results for Q1 2019. It wasnt pretty for either of them. In the latest installment of this series, I look at the results to see if the new AMD chips are having a significant impact on Intel. The current mar… read more...

China Redux, 13F Season And Blockchain Blockbuster (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-05-12 04:25:55:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you can re… read more...

Stocks To Watch: China Redux, 13F Season And Blockchain Blockbuster

via: SeekingAlpha at 2019-05-11 05:18:22:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Investors still have trade handicapping on the agenda next week as talks between th… read more...

AMD: Get On The Hype Train - And Ride

via: SeekingAlpha at 2019-05-10 11:00:42:000

Everyone has different investment styles. I know guys who are nothing but pure momentum players; others practice tea leaf reading via technical analysis; and others sift in the numbers for days. I've tried all of it in my decades of investing, and what works for me is what I call "hype investi… read more...

Intel Investor Day Presents An Overly Optimistic Future

via: SeekingAlpha at 2019-05-10 06:24:40:000

Intel ( INTC ) management, as to be expected, painted an optimistic picture of the future in Wednesdays investor day. As we discuss below, we consider much of the guidance and targets to be stretch goals. First some context on Intels challenges. As can be seen in the imag… read more...

Intel: Keep Lowering The Bar

via: SeekingAlpha at 2019-05-09 12:32:34:000

It's been a very disappointing couple of weeks for shareholders of chip giant Intel ( INTC ). Shares of the name took a nosedive after the company's first quarter report featured very disappointing guidance. After the name had already talked down this year's potential earlier in 2019, invest… read more...

Nividia's Stock Plunge May Only Grow Worse

via: SeekingAlpha at 2019-05-09 08:02:38:000

Nvidias ( NVDA ) stock has been breaking down on the recent escalation of trade tensions between the US and China. However, Nvidia's stock has been declining since the middle of April and looks as if it may still have further to fall. I noted in my service on May 8 that Nvidia Is … read more...

Intel CPU shortages easing in June - report

via: SeekingAlpha at 2019-05-08 05:25:11:000

Digitimes sources say Intel (NASDAQ: INTC ) informed its notebook clients that entry-level processors would start shipping next month. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

AMD powering new supercomputer, racing Intel

via: SeekingAlpha at 2019-05-07 06:14:55:000

Cray ( CRAY +8.2% ) and the U.S. Department of Energy have a new $600M supercomputer contract for the Frontier system at the Oak Ridge National Laboratory in Tennesse. More news on: Cray Inc., Advanced Micro Devices, Inc., Tech stocks news Read more … read more...

Road To Financial Independence: 107 Stocks April Update

via: SeekingAlpha at 2019-05-07 04:45:00:000

It's been a rather mediocre month for my income generation in April. Dividend income just barely topped the $200-mark as the overall portfolio rallied to new highs despite some heavy earnings-related blows on my top holdings. Going forward, I will try to better balance my dividend income and s… read more...

These 3 Tech-Related Developments Either Make Perfect Sense Or None At All

via: SeekingAlpha at 2019-05-06 16:03:20:000

Three very different things have caught my attention over the past few days when it comes to the tech sector: Breaking news. Q1/2019 earnings. IPO valuations. The interesting thing about these three unrelated pieces is that, while some investors think they make perfect sense, other… read more...

Semis, Chinese tech drop on trade tensions

via: SeekingAlpha at 2019-05-06 07:45:17:000

The Philadelphia Semiconductor Index is down 2.4% compared to the 1.3% dip for the tech sector (NYSEARCA: XLK ) on the renewed US-China trade tensions after President Trump's weekend tariff tweets. More news on: Technology Select Sector SPDR ETF, iShares PHLX SOX Se… read more...

Intel: Another Failure

via: SeekingAlpha at 2019-05-05 12:46:10:000

After some key failures of Intel ( INTC ), the chip giant came out and warned on 2019 guidance. Prior to the warning, Intel had survived on a booming PC market that had hidden under the surface problems. My investment thesis that the stock is headed for a period of weakness is even more en… read more...

Bulletproof Investing Performance Update: Week 75

via: SeekingAlpha at 2019-05-03 20:35:23:000

Safety First: NASCAR driver Johanna Long and her helmet (Image Credit: Gearheads ) Bulletproof Investing: Week 75 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. T… read more...

AMD: Curious Earnings Reversal

via: SeekingAlpha at 2019-05-02 07:09:38:000

After the bell on Tuesday, we received first quarter results from chip company Advanced Micro Devices ( AMD ). Going into this report, speculation was wild on both sides of the argument after last week's stinker from chip giant Intel ( INTC ). Bears argued that chips overall were in troubl… read more...

AMD: Curious Earnings Reversal

via: SeekingAlpha at 2019-05-02 07:09:38:000

After the bell on Tuesday, we received first quarter results from chip company Advanced Micro Devices ( AMD ). Going into this report, speculation was wild on both sides of the argument after last week's stinker from chip giant Intel ( INTC ). Bears argued that chips overall were in troubl… read more...

Analysts weigh in on AMD's Intel threat

via: SeekingAlpha at 2019-05-01 10:45:45:000

After yesterday's AMD (NASDAQ: AMD ) earnings, Jefferies analystMark Lipacis addresses the "bear" in the room that AMD can't compete with Intel (NASDAQ: INTC ) "on a sustained basis, due to the difference in scale and resources. More news on: Advanced Micro Devices, Inc., Int… read more...

Fed Meeting Puts Powell In Hot Seat (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2019-05-01 03:26:16:000

Today's Top Stories: Fed meeting puts Powell in hot seat; Apple comeback; and bulls take charge. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find all Seeking Alpha Podcasts here ) Stitcher S… read more...

Wall Street Breakfast: Fed Meeting Puts Powell In Hot Seat

via: SeekingAlpha at 2019-05-01 03:01:34:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Stitcher and Spotify (click the highlighted links). The FOMC is expected to leave borrowing costs unchanged today as it maintains a "patient" monetary p… read more...

Advanced Micro Devices, Inc. (AMD) CEO Lisa Su on Q1 2019 Results - Earnings Call Transcript

via: SeekingAlpha at 2019-04-30 18:28:05:000

Advanced Micro Devices, Inc. (AMD) Q1 2019 Earnings Conference Call April 30, 2019 5:30 PM ET Company Participants Laura Graves - Investor Relations Lisa Su - President & Chief Executive Officer Devinder Kumar - Senior Vice President, Chief Financial Officer & Treasurer … read more...

AMD +5% on revenue beat

via: SeekingAlpha at 2019-04-30 12:36:15:000

AMD (NASDAQ: AMD ) +5.1% on Q1 results that met EPS estimates and beat on revenue. Peer Nvidia (NASDAQ: NVDA ) gains nearly 1% . More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Earnings news and commentary, Read mo… read more...

Advanced Micro Devices EPS in-line, beats on revenue

via: SeekingAlpha at 2019-04-30 12:28:17:000

Advanced Micro Devices (NASDAQ: AMD ): Q1 Non-GAAP EPS of $0.06 in-line; GAAP EPS of $0.01. Revenue of $1.27B (-23.0% Y/Y) beats by $10M . Shares +6% . Press Release More news on: Advanced Micro Devices, Inc., Earnings news and commentary, Stocks on the move, Tech stocks news, read more...

Semis green despite Samsung caution

via: SeekingAlpha at 2019-04-30 09:29:13:000

Samsung ( OTC:SSNNF , OTC:SSNLF ) joins those expressing cautious optimism for an H2 recovery while reporting a Q1 profit miss. The company expects limited improvement for memory chips in Q2. (See also: Texas Instruments, STMicroelectronics ). More news on: Samsung Electronics Co., Ltd., … read more...

AMD: Halftime Report

via: SeekingAlpha at 2019-04-30 06:05:49:000

The Formula One Scuderia Ferrari sponsored by AMD (photo via Jisakutech ). A Hedged Portfolio Around An AMD Position Last August, I wrote about the performance of a bulletproof, or hedged, portfolio built around a position in AT&T ( T ) in 2017 and presented a new one, which comp… read more...

Notable earnings after Tuesday's close

via: SeekingAlpha at 2019-04-29 13:35:49:000

AAPL , ACGL , ACHC , ADSW , AKAM , AMD , AMED , AMGN , APAM , ASH , ATR , AX , BFAM , BLKB , BVN , BXP , CAI , CAMP , CB , CBL , CENX , CHRW , CMP , COHR , CRY , CWST , CXO , CYH , DENN , DVN , EIX , ENLC , ENPH , EQR , EXAS , EXR , FEYE , FICO , FISV … read more...

Intel Earnings Are Not What They Seem To Be

via: SeekingAlpha at 2019-04-29 09:52:23:000

Intel's ( INTC ) Q1 earnings release appeared mixed with the company slightly exceeding Q1 expectations, but giving a soft Q2 guidance and also pulling back on FY2019 guidance (All images in this article are from the company's earnings PR ). Why did Intel give a down Q2 guidance in what is … read more...

AMD's Stock May Jump Following Results

via: SeekingAlpha at 2019-04-29 08:24:36:000

AMDs ( AMD ) stock is poised to rise following its first quarter results on April 30. Options betting and the technical chart suggests it does. Additionally, the bar seems to be low for AMD this quarter based on current consensus analysts estimates. AMD's results follow wha… read more...

AMD Q1 Earnings: It's All About The Second Half

via: SeekingAlpha at 2019-04-29 06:50:56:000

Source: wccftech.com Following bellwether chip-making giant Intels ( INTC ) earnings beat, accompanied by disappointing downside guidance on Q2 and 2019 revenue, Intels rivals Advanced Micro Devices ( AMD ), Nvidia ( NVDA ), and Micron Technology ( MU ) all dropped at t… read more...

Eyes On Apple, Uber, F8 And Avengers (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-04-28 04:00:29:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you c… read more...

Stocks To Watch: Eyes On Apple, Uber, F8 And Avengers

via: SeekingAlpha at 2019-04-27 05:12:19:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. The U.S. will send a high-level delegation to Beijing next week as trade negotiatio… read more...

Analysts shake off Intel print, look to H2

via: SeekingAlpha at 2019-04-26 05:58:20:000

SunTrust raises its Intel ( INTC -9.4% ) target from $53 to $56 and maintains a Hold rating after the earnings print that lowered the FY19 outlook. More news on: Intel Corporation, NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

U.S. GDP Data, More Earnings To Highlight Friday Trade (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2019-04-26 03:14:57:000

Today's Top Stories: U.S. GDP data, more earnings to highlight Friday trade; Deutsche Bank profit surges but full year revenue target cut; and Japan eyes possible GDP retraction as Q1 factory output declines. If you are interested in listening to Wall Street Breakfast to start your da… read more...

Wall Street Breakfast: U.S. GDP Data, More Earnings To Highlight Friday's Trade

via: SeekingAlpha at 2019-04-26 03:03:02:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Stitcher and Spotify (click the highlighted links). U.S. stock futures are marginally lower as investors await official domestic GDP data and another ba… read more...

Taiwan Semiconductor Has Passed The Bottom Of The Semiconductor Cycle

via: SeekingAlpha at 2019-04-25 16:25:19:000

Investment Thesis Taiwan Semiconductor Manufacturing Corporation ("TSMC") (TSM) delivered negative top and bottom lines growth in Q1 2019 primarily due to a weakening global economy in Q4 2018 and Q1 2019. In addition, inventory correction from its customers also impacted its business negati… read more...

Intel Drops On Bad Guidance

via: SeekingAlpha at 2019-04-25 14:40:03:000

One of the street's biggest winners in recent months has been chip giant Intel ( INTC ). Despite the company issuing a weak report back in January, investors gave the name a pass on the hopes that the semiconductor space would see improvement as the year progressed. Unfortunately, the rally … read more...

Micron, Nvidia sink as Intel slashes outlook

via: SeekingAlpha at 2019-04-25 12:32:47:000

Intel is down nearly 6% in after hours action after cutting its full-year revenue estimate to $69B from $71.5B previously. Street consensus is $71.3B. Full year adjusted EPS is trimmed to $4.35 vs. $4.60 previously and estimates of $4.52. More news on: Micron Technology, Inc…. read more...

Laptop makers, AMD move on Nvidia launch

via: SeekingAlpha at 2019-04-23 10:04:51:000

Gaming laptop makers Dell ( DELL +2.5% ), HP ( HPQ +1% ), and Microsoft ( MSFT +1% ) gain while competitor AMD ( AMD -1.1% ) loses after Nvidia ( NVDA +1.6% ) launches theGeForce GTX 1660 Ti and 1650 Turing-based GPUs. More news on: NVIDIA Corporation, Advanced Micro Devi… read more...

Laptop makers, AMD move on Nvidia launch

via: SeekingAlpha at 2019-04-23 10:04:51:000

Gaming laptop makers Dell ( DELL +2.5% ), HP ( HPQ +1% ), and Microsoft ( MSFT +1% ) gain while competitor AMD ( AMD -1.1% ) loses after Nvidia ( NVDA +1.6% ) launches theGeForce GTX 1660 Ti and 1650 Turing-based GPUs. More news on: NVIDIA Corporation, Advanced Micro Devi… read more...

AMD Bonds Are Too Expensive

via: SeekingAlpha at 2019-04-22 16:13:04:000

By K C Ma and Luca Zambelli Despite recent revenue misses and downward Q1 guidance, shares of Advanced Micro Devices ( AMD ) still managed to rise close to 50% in 2019. The AMD bear thesis, based on the obvious inconsistency between stock price and forward financials, argues that the stock… read more...

AMD Bonds Are Too Expensive

via: SeekingAlpha at 2019-04-22 16:13:04:000

By K C Ma and Luca Zambelli Despite recent revenue misses and downward Q1 guidance, shares of Advanced Micro Devices ( AMD ) still managed to rise close to 50% in 2019. The AMD bear thesis, based on the obvious inconsistency between stock price and forward financials, argues that the stock… read more...

Earnings Blitz And Autonomy Talk (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-04-21 03:37:16:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you c… read more...

Earnings Blitz And Autonomy Talk (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-04-21 03:37:16:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you c… read more...

Stocks To Watch: Earnings Blitz And Autonomy Talk

via: SeekingAlpha at 2019-04-20 04:05:40:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Another nice ramp-up of earnings arrives next week to keep investors busy. All told… read more...

Bulletproof Investing Performance Update: Week 73

via: SeekingAlpha at 2019-04-18 23:47:57:000

Safety First: NASCAR driver Johanna Long and her helmet (Image Credit: Gearheads ) Bulletproof Investing: Week 73 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. T… read more...

Intel: Positive Financials By Withdrawing From The 5G Smartphone Market

via: SeekingAlpha at 2019-04-18 17:30:45:000

Intel ( INTC ) announced that it would exit the 5G model chip market following the agreement between Apple ( AAPL ) and Qualcomm ( QCOM ). The market reacted favorably to the news, although on the face of it, getting out of 5G - the future of communication networks - can be construed as anothe… read more...

Institutional Investors Return To Semiconductor Supply Chain

via: SeekingAlpha at 2019-04-18 11:33:21:000

If one picture is worth a thousand words, are ten pictures below worth ten thousand words? Since 4Q 2018, nine of the ten semi stock prices went up amid negative earnings releases and downside guidance. In the meantime, when nine of the ten tech CEOs came out to publicly paint a glory pictur… read more...

Intel Fails Again

via: SeekingAlpha at 2019-04-18 06:03:11:000

Maybe the biggest surprise outcome of the settlement between Qualcomm ( QCOM ) and Apple ( AAPL ) was the sudden exit of the 5G modem business by Intel ( INTC ). The failure in the smartphone modem market is another example of Intel failing to execute in a period of questionable leader… read more...

AMD Earnings: Brace For Impact

via: SeekingAlpha at 2019-04-18 05:30:12:000

AMD ( AMD ) will be reporting its Q1 earnings on April 30 . The semiconductor space has been going through a phase of slowdown, so investors would be closely watching how the chipmaker's revenue was impacted during the period. But in addition to just tracking top-line figures, investors shoul… read more...

Susquehanna raises AMD's PT on PC trends

via: SeekingAlpha at 2019-04-17 09:10:19:000

Susquehanna stays on AMD's ( AMD -1.6% ) sidelines but increases the PT after a quarterly internal survey showed the company gaining notebook share while desktops remain stable ahead of the 7nm launch later this year. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read… read more...

Technology And Communication Dashboard - Update

via: SeekingAlpha at 2019-04-17 06:31:39:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. This Tech & Com dashboard has been reshuffled after GICS structure cha… read more...

Why Computex Is A Positive Catalyst For AMD's Stock

via: SeekingAlpha at 2019-04-16 07:11:18:000

2019 Computex is scheduled for May 28-June 1. AMD ( AMD ) CEO Lisa Su will give the keynote address. This appearance could potentially give a spark for the stock, sending it higher. If AMD announces a number of product refreshes, the technical lead over Intel ( INTC ) could accelerate unit s… read more...

AMD +2.4% as Sony teases PlayStation 5

via: SeekingAlpha at 2019-04-16 06:16:34:000

Sony ( SNE +1.2% ) previews the PlayStation 5 in an interview with Wired and the next-gen console will support 8K graphics, 3D audio, and is backward compatible with PlayStation 4 games. More news on: Sony Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move,… read more...

Process Technology Is Key If History Is About To Repeat Itself With Intel Vs. AMD

via: SeekingAlpha at 2019-04-15 10:15:06:000

Its no secret that Advanced Micro Devices ( AMD ) has outperformed Intel ( INTC ) in recent years. A big driver of AMD has been the release of microprocessors that are much more competitive with Intel products than the previous generation. While the Bulldozer architecture and later der… read more...

Bulletproof Investing Performance Update: Week 72

via: SeekingAlpha at 2019-04-12 04:36:29:000

Safety First: NASCAR driver Johanna Long and her helmet (Credit: Gearheads ) Bulletproof Investing: Week 72 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. This is… read more...

Bulletproof Investing Performance Update: Week 72

via: SeekingAlpha at 2019-04-12 04:36:29:000

Safety First: NASCAR driver Johanna Long and her helmet (Credit: Gearheads ) Bulletproof Investing: Week 72 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. This is… read more...

Bulletproof Investing Performance Update: Week 72

via: SeekingAlpha at 2019-04-12 04:36:29:000

Safety First: NASCAR driver Johanna Long and her helmet (Credit: Gearheads ) Bulletproof Investing: Week 72 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. This is… read more...

Reflections Of The Autonomous Vehicle Industry

via: SeekingAlpha at 2019-04-10 08:55:39:000

The automobile industry generated more than $4.4 trillion in revenues in 2018. A total of almost 80 million vehicles were sold around the world. While the industry is seeing some growth, auto manufacturers are feeling the heat of disruption. Electric vehicles such as those manufactured by … read more...

Reflections Of The Autonomous Vehicle Industry

via: SeekingAlpha at 2019-04-10 08:55:39:000

The automobile industry generated more than $4.4 trillion in revenues in 2018. A total of almost 80 million vehicles were sold around the world. While the industry is seeing some growth, auto manufacturers are feeling the heat of disruption. Electric vehicles such as those manufactured by … read more...

Cowen raises AMD on better positioning

via: SeekingAlpha at 2019-04-10 05:14:34:000

Cowen raises its AMD (NASDAQ: AMD ) price target from $28 to $33 citing increased confidence in its competitive position against Intel (NASDAQ: INTC ). More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Cowen raises AMD on better positioning

via: SeekingAlpha at 2019-04-10 05:14:34:000

Cowen raises its AMD (NASDAQ: AMD ) price target from $28 to $33 citing increased confidence in its competitive position against Intel (NASDAQ: INTC ). More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD: The ABCs Of A Better 2H 2019

via: SeekingAlpha at 2019-04-09 16:14:35:000

By K C Ma and Bilal Hashmi Tech QQQ ETF has surged more than 25% from the low in late 2018. Specifically, shares of Advanced Micro Devices ( AMD ) jumped 68% over the same time period. This is due to the expected launch of AMD's new chip for servers, Rome, which will start shipping midyear… read more...

AMD: The ABCs Of A Better 2H 2019

via: SeekingAlpha at 2019-04-09 16:14:35:000

By K C Ma and Bilal Hashmi Tech QQQ ETF has surged more than 25% from the low in late 2018. Specifically, shares of Advanced Micro Devices ( AMD ) jumped 68% over the same time period. This is due to the expected launch of AMD's new chip for servers, Rome, which will start shipping midyear… read more...

AMD: Untold Margin Story

via: SeekingAlpha at 2019-04-09 15:33:40:000

The market continues to underestimate the margin improvements in the works at Advanced Micro Devices ( AMD ) that will drive substantial improvement in profits and hence profits per share. The shift to 7nm chips will lead the company to a technological position it hasn't held in comparison… read more...

Data Center REITs: Big-Tech Looms Over Cloud Boom

via: SeekingAlpha at 2019-04-09 06:37:17:000

REIT Rankings: Data Centers In our REIT Rankings series, we introduce and update readers to each of the commercial and residential real estate sectors. We rank REITs within the sectors based on both common and unique valuation metrics, presenting investors with numerous options that fit … read more...

AMD Vs. Google: CPUs Vs. Streaming

via: SeekingAlpha at 2019-04-08 07:50:46:000

Advanced Micro Devices ( AMD ) has been falling in price since Google ( GOOG ) (GOOGL) announced Stadia won't be using AMD. This is not at all the beginning of the end for AMD, and I do not think AMD shareholders need to consider selling their AMD stock in response to this news. This news alon… read more...

BofAML raises AMD on margin potential

via: SeekingAlpha at 2019-04-08 07:32:36:000

Bank of America Merrill Lynch reiterates a Buy rating on AMD ( AMD -1.7% ) and raises its PT from $30 to $35 saying that while cyclical headwinds exist for H1, gross margins are expected to expand in 2020. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news … read more...

Crash Protection For AMD

via: SeekingAlpha at 2019-04-08 06:39:23:000

The Formula One Scuderia Ferrari sponsored by AMD (Photo via AMD ) AMD's Meteoric 2019 In writing my recent article on AMD ( AMD ) competitor Intel ( INTC ), I was struck by how far AMD shares have outpaced Intel's since December's market low. Data by YCharts Given AMD's meteori… read more...

AMD unveils new Ryzen Pro mobile processors

via: SeekingAlpha at 2019-04-08 05:57:33:000

AMD ( AMD -0.3% ) unveils its second-gen Ryzen Pro mobile processors andAthlon Pro processors, which both include Radeon Vega graphics chips. The products are for entry-level to premium notebooks. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks new… read more...

Road To Financial Independence: New Dividend Record In March

via: SeekingAlpha at 2019-04-08 01:25:16:000

We all love records, and March was a record month, as for the very first time I was able to hit $400 in dividend income, the next milestone reached on my long journey towards financial independence. Markets were rallying strongly in March and posting one of their best performances ever since… read more...

In Case Intel's Share Price Collapses

via: SeekingAlpha at 2019-04-07 12:12:25:000

Intel subsidiary Mobileye testing an autonomous car in Jerusalem (via Intel ) Wells Fargo Downgrades Intel Intel ( INTC ) has outpaced the SPDR S&P 500 ETF ( SPY ) since the December market low, though Intel competitor Advanced Micro Devices ( AMD ) has rocketed past both. Data b… read more...

Semiconductors are killing it-thanks to China

via: CNBC at 2019-04-03 13:48:43:000

No summary available. read more...

Semiconductors are killing it-thanks to China

via: CNBC at 2019-04-03 13:48:43:000

No summary available. read more...

Semiconductors are killing it-thanks to China

via: CNBC at 2019-04-03 13:48:43:000

No summary available. read more...

Chip stocks can 'bust through' to new highs if investors stay bullish on 5G: Analyst

via: CNBC at 2019-04-03 12:27:33:000

No summary available. read more...

Chip stocks can 'bust through' to new highs if investors stay bullish on 5G: Analyst

via: CNBC at 2019-04-03 12:27:33:000

No summary available. read more...

Chip stocks can 'bust through' to new highs if investors stay bullish on 5G: Analyst

via: CNBC at 2019-04-03 12:27:33:000

No summary available. read more...

AMD: Where Can This Thing Go?

via: SeekingAlpha at 2019-04-03 11:30:31:000

You can see our article in February " Expecting Upside " on AMD (NASDAQ: AMD ) that said, "We'd guess there can be big upside for this year." Data's coming out that may confirm that. Let's review. Big Back Half Besides going through the details why we thought AMD was way too co… read more...

AMD: Where Can This Thing Go?

via: SeekingAlpha at 2019-04-03 11:30:31:000

You can see our article in February " Expecting Upside " on AMD (NASDAQ: AMD ) that said, "We'd guess there can be big upside for this year." Data's coming out that may confirm that. Let's review. Big Back Half Besides going through the details why we thought AMD was way too co… read more...

AMD: Where Can This Thing Go?

via: SeekingAlpha at 2019-04-03 11:30:31:000

You can see our article in February " Expecting Upside " on AMD (NASDAQ: AMD ) that said, "We'd guess there can be big upside for this year." Data's coming out that may confirm that. Let's review. Big Back Half Besides going through the details why we thought AMD was way too co… read more...

AMD, QTT and VERI among tech movers

via: SeekingAlpha at 2019-04-03 11:00:04:000

Gainers: Riot Blockchain (NASDAQ: RIOT ) +14% . Veritone (NASDAQ: VERI ) +14% . AstroNova (NASDAQ: ALOT ) +11% . Advanced Micro Devices (NASDAQ: AMD ) +9% . VivoPower International (NASDAQ: VVPR ) +9% . More news on: Riot Blockchain, Inc., Veritone, Inc., AstroNova, Inc., Tech… read more...

AMD, QTT and VERI among tech movers

via: SeekingAlpha at 2019-04-03 11:00:04:000

Gainers: Riot Blockchain (NASDAQ: RIOT ) +14% . Veritone (NASDAQ: VERI ) +14% . AstroNova (NASDAQ: ALOT ) +11% . Advanced Micro Devices (NASDAQ: AMD ) +9% . VivoPower International (NASDAQ: VVPR ) +9% . More news on: Riot Blockchain, Inc., Veritone, Inc., AstroNova, Inc., Tech… read more...

AMD, QTT and VERI among tech movers

via: SeekingAlpha at 2019-04-03 11:00:04:000

Gainers: Riot Blockchain (NASDAQ: RIOT ) +14% . Veritone (NASDAQ: VERI ) +14% . AstroNova (NASDAQ: ALOT ) +11% . Advanced Micro Devices (NASDAQ: AMD ) +9% . VivoPower International (NASDAQ: VVPR ) +9% . More news on: Riot Blockchain, Inc., Veritone, Inc., AstroNova, Inc., Tech… read more...

Stocks making the biggest moves midday: AMD, GameStop, Signet Jewelers & more

via: CNBC at 2019-04-03 08:43:59:000

No summary available. read more...

Stocks making the biggest moves midday: AMD, GameStop, Signet Jewelers & more

via: CNBC at 2019-04-03 08:43:59:000

No summary available. read more...

Stocks making the biggest moves midday: AMD, GameStop, Signet Jewelers & more

via: CNBC at 2019-04-03 08:43:59:000

No summary available. read more...

AMD will see "significant" H2 sales boost - DigiTimes

via: SeekingAlpha at 2019-04-03 03:54:10:000

AMD (NASDAQ: AMD ) will see a "significant" sales boost in the second half of 2019 due to a ramp-up in CPU and GPU shipments, according to DigiTimes sources at PC makers. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD will see "significant" H2 sales boost - DigiTimes

via: SeekingAlpha at 2019-04-03 03:54:10:000

AMD (NASDAQ: AMD ) will see a "significant" sales boost in the second half of 2019 due to a ramp-up in CPU and GPU shipments, according to DigiTimes sources at PC makers. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD will see "significant" H2 sales boost - DigiTimes

via: SeekingAlpha at 2019-04-03 03:54:10:000

AMD (NASDAQ: AMD ) will see a "significant" sales boost in the second half of 2019 due to a ramp-up in CPU and GPU shipments, according to DigiTimes sources at PC makers. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Here are the biggest analyst calls of the day: Caterpillar, AMD, Intel, Dunkin' Brands & more

via: CNBC at 2019-04-03 03:50:15:000

No summary available. read more...

Here are the biggest analyst calls of the day: Caterpillar, AMD, Intel, Dunkin' Brands & more

via: CNBC at 2019-04-03 03:50:15:000

No summary available. read more...

Here are the biggest analyst calls of the day: Caterpillar, AMD, Intel, Dunkin' Brands & more

via: CNBC at 2019-04-03 03:50:15:000

No summary available. read more...

AMD shares pop after analyst predicts 'rapidly improving profitability' and 20% rally

via: CNBC at 2019-04-03 03:22:12:000

No summary available. read more...

AMD shares pop after analyst predicts 'rapidly improving profitability' and 20% rally

via: CNBC at 2019-04-03 03:22:12:000

No summary available. read more...

AMD shares pop after analyst predicts 'rapidly improving profitability' and 20% rally

via: CNBC at 2019-04-03 03:22:12:000

No summary available. read more...

Nomura starts AMD at Buy

via: SeekingAlpha at 2019-04-02 12:23:29:000

Nomura initiates AMD (NASDAQ: AMD ) at Buy with $33 target, implying a 23% upside. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Intel unveils Cascade Lake processors

via: SeekingAlpha at 2019-04-02 10:32:45:000

Intel's ( INTC -0.3% ) data-centric event today unveils some new products: More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Should You Scale Back Technology To Gain More Health?

via: SeekingAlpha at 2019-03-31 09:03:57:000

Prologue Since we mentioned it for the first time four months ago , the US yield curve has inverted further, raising fresh concerns about the risk of an upcoming recession . There are arguments to be made that "this time is different in interpreting inversion. However, there is… read more...

Should You Scale Back Technology To Gain More Health?

via: SeekingAlpha at 2019-03-31 09:03:57:000

Prologue Since we mentioned it for the first time four months ago , the US yield curve has inverted further, raising fresh concerns about the risk of an upcoming recession . There are arguments to be made that "this time is different in interpreting inversion. However, there is… read more...

Bulletproof Investing Performance Update: Week 70

via: SeekingAlpha at 2019-03-29 14:33:17:000

Safety First: Sprint Racer McKenna Haase and her helmet (via Racing News ) Bulletproof Investing: Week 70 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. Th… read more...

Bulletproof Investing Performance Update: Week 70

via: SeekingAlpha at 2019-03-29 14:33:17:000

Safety First: Sprint Racer McKenna Haase and her helmet (via Racing News ) Bulletproof Investing: Week 70 Performance Each week since the beginning of June 2017, I have presented at least two hedged portfolios created by Portfolio Armor to my Bulletproof Investing subscribers. Th… read more...

Why I'm Buying This Little-Known Chipmaker

via: SeekingAlpha at 2019-03-29 09:34:37:000

Intro Cadence Design Systems (NASDAQ: CDNS ) is a unique semiconductor firm that specializes in software to assist the design of chips and circuit boards. This focus on automation and intellectual property, as opposed to hardware alone, has allowed the company to enjoy a wide economic mo… read more...

Why I'm Buying This Little-Known Chipmaker

via: SeekingAlpha at 2019-03-29 09:34:37:000

Intro Cadence Design Systems (NASDAQ: CDNS ) is a unique semiconductor firm that specializes in software to assist the design of chips and circuit boards. This focus on automation and intellectual property, as opposed to hardware alone, has allowed the company to enjoy a wide economic mo… read more...

Advanced Micro Devices And Google Stadia: When Reality Sets In

via: SeekingAlpha at 2019-03-28 05:48:48:000

Image: Stadia Logo Image Source: Wikimedia In its customary way, shares of Advanced Micro Devices ( AMD ) surged over 20% in a 2-day period following the introduction of Google ( GOOG ) (GOOGL) Stadia. This, despite the news having been well known in advance of the announcement and a compl… read more...

Google Aims To Be The Netflix Of Gaming - Here's Why You Should Care

via: SeekingAlpha at 2019-03-25 12:59:50:000

Investment Thesis Software is a commodity. The real value is in the ecosystem. And Google ( GOOG ) is offering a vision that could gather and retain the gaming world within the same ecosystem. Cloud software represents the future of gaming and I believe Stadia could impact meaningfully … read more...

Google Aims To Be The Netflix Of Gaming - Here's Why You Should Care

via: SeekingAlpha at 2019-03-25 12:59:50:000

Investment Thesis Software is a commodity. The real value is in the ecosystem. And Google ( GOOG ) is offering a vision that could gather and retain the gaming world within the same ecosystem. Cloud software represents the future of gaming and I believe Stadia could impact meaningfully … read more...

Google Aims To Be The Netflix Of Gaming - Here's Why You Should Care

via: SeekingAlpha at 2019-03-25 12:59:50:000

Investment Thesis Software is a commodity. The real value is in the ecosystem. And Google ( GOOG ) is offering a vision that could gather and retain the gaming world within the same ecosystem. Cloud software represents the future of gaming and I believe Stadia could impact meaningfully … read more...

Google Stadia Can Be A Game Changer: Implications For AMD, Intel, And Nvidia

via: SeekingAlpha at 2019-03-25 07:04:03:000

Google (GOOG) (GOOGL) announced a potentially game-changing cloud gaming service, Stadia, on Tuesday. This service, like other similar online services from Microsoft ( MSFT ) and Nvidia ( NVDA ), does not require users to buy dedicated game boxes or download new software. See this Wikipedia… read more...

Google Stadia Can Be A Game Changer: Implications For AMD, Intel, And Nvidia

via: SeekingAlpha at 2019-03-25 07:04:03:000

Google (GOOG) (GOOGL) announced a potentially game-changing cloud gaming service, Stadia, on Tuesday. This service, like other similar online services from Microsoft ( MSFT ) and Nvidia ( NVDA ), does not require users to buy dedicated game boxes or download new software. See this Wikipedia… read more...

Google Stadia Can Be A Game Changer: Implications For AMD, Intel, And Nvidia

via: SeekingAlpha at 2019-03-25 07:04:03:000

Google (GOOG) (GOOGL) announced a potentially game-changing cloud gaming service, Stadia, on Tuesday. This service, like other similar online services from Microsoft ( MSFT ) and Nvidia ( NVDA ), does not require users to buy dedicated game boxes or download new software. See this Wikipedia… read more...

Google's Stadia doesn't have AMD CPU

via: SeekingAlpha at 2019-03-25 06:09:47:000

Google's ( GOOG -0.6% )( GOOGL -0.5% ) Stadia streaming product doesn't use AMD's (NASDAQ: AMD ) Ryzen or Epyc CPU, PCGamesN confirms with AMD. More news on: Alphabet Inc., Alphabet Inc., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move Read more … read more...

Google's Stadia doesn't have AMD CPU

via: SeekingAlpha at 2019-03-25 06:09:47:000

Google's ( GOOG -0.6% )( GOOGL -0.5% ) Stadia streaming product doesn't use AMD's (NASDAQ: AMD ) Ryzen or Epyc CPU, PCGamesN confirms with AMD. More news on: Alphabet Inc., Alphabet Inc., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move Read more … read more...

Google's Stadia doesn't have AMD CPU

via: SeekingAlpha at 2019-03-25 06:09:47:000

Google's ( GOOG -0.6% )( GOOGL -0.5% ) Stadia streaming product doesn't use AMD's (NASDAQ: AMD ) Ryzen or Epyc CPU, PCGamesN confirms with AMD. More news on: Alphabet Inc., Alphabet Inc., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move Read more … read more...

Three options strategies for the week: March 25

via: CNBC at 2019-03-25 06:03:15:000

No summary available. read more...

Three options strategies for the week: March 25

via: CNBC at 2019-03-25 06:03:15:000

No summary available. read more...

Three options strategies for the week: March 25

via: CNBC at 2019-03-25 06:03:15:000

No summary available. read more...

Should Intel Worry About AMD?

via: SeekingAlpha at 2019-03-22 09:43:18:000

Shares of Advanced Micro Devices ( AMD ) went up 11.5% after Google (GOOG) (GOOGL) confirmed that AMD will power Stadia's graphics rendering in the cloud, where Morgan Stanley estimated that AMD had $50 Million in cloud-gaming revenue in Q4. This deal makes a big win for AMD in the gaming spac… read more...

Should Intel Worry About AMD?

via: SeekingAlpha at 2019-03-22 09:43:18:000

Shares of Advanced Micro Devices ( AMD ) went up 11.5% after Google (GOOG) (GOOGL) confirmed that AMD will power Stadia's graphics rendering in the cloud, where Morgan Stanley estimated that AMD had $50 Million in cloud-gaming revenue in Q4. This deal makes a big win for AMD in the gaming spac… read more...

Should Intel Worry About AMD?

via: SeekingAlpha at 2019-03-22 09:43:18:000

Shares of Advanced Micro Devices ( AMD ) went up 11.5% after Google (GOOG) (GOOGL) confirmed that AMD will power Stadia's graphics rendering in the cloud, where Morgan Stanley estimated that AMD had $50 Million in cloud-gaming revenue in Q4. This deal makes a big win for AMD in the gaming spac… read more...

A Tech Giant Enters The Cloud Gaming Arena

via: SeekingAlpha at 2019-03-21 09:48:49:000

Googles (GOOGL, GOOG) Stadia is a potential new area of growth for the company. Stadia will benefit from the vast resources of their parent company when competing in this space and is well positioned to gain market share as this area grows. Cloud gaming is still in its infancy but offe… read more...

AMD's Stock May Go Significantly Higher

via: SeekingAlpha at 2019-03-21 07:32:16:000

AMD's ( AMD ) stock is breaking out and could be on its way higher by as much as 11% from its current price of roughly $26.50 on March 12, based on the technical chart. Options activity suggests the stock continues to rise by the middle of May as well. The newfound optimism comes after Google … read more...

AMD Shorts: A Mass Exodus

via: SeekingAlpha at 2019-03-21 05:22:56:000

There have been several bearish reports on AMD ( AMD ) of late. While some believe the company will go bankrupt in a few years, others feel that the chipmaker will cede market share to Intel and Nvidia over the coming quarters. But thats not necessarily the case here. Latest short inte… read more...

KLA's Leadership In Booming Advanced Packaging Inspection Is Strengthened By Its Orbotech Acquisiton

via: SeekingAlpha at 2019-03-19 14:20:48:000

KLAs ( KLAC ) February 2019 acquisition of Orbotech and its SPTS division expand's the company's product line by including processing equipment. A key piece of this equipment is used in the production of advanced packages to house semiconductor chips prior to insertion into end applica… read more...

KLA's Leadership In Booming Advanced Packaging Inspection Is Strengthened By Its Orbotech Acquisiton

via: SeekingAlpha at 2019-03-19 14:20:48:000

KLAs ( KLAC ) February 2019 acquisition of Orbotech and its SPTS division expand's the company's product line by including processing equipment. A key piece of this equipment is used in the production of advanced packages to house semiconductor chips prior to insertion into end applica… read more...

AMD, STNE, BCOR and EB among notable tech movers

via: SeekingAlpha at 2019-03-19 11:15:51:000

Gainers: Blucora (NASDAQ: BCOR ) +19% . StoneCo (NASDAQ: STNE ) +19% . The9 Limited (NASDAQ: NCTY ) +18% . Professional Diversity Network (NASDAQ: IPDN ) +13% . Advanced Micro Devices (NASDAQ: AMD ) +12% . More news on: Blucora, Inc., StoneCo Ltd., The9 Limited, Tech stocks ne… read more...

AMD, STNE, BCOR and EB among notable tech movers

via: SeekingAlpha at 2019-03-19 11:15:51:000

Gainers: Blucora (NASDAQ: BCOR ) +19% . StoneCo (NASDAQ: STNE ) +19% . The9 Limited (NASDAQ: NCTY ) +18% . Professional Diversity Network (NASDAQ: IPDN ) +13% . Advanced Micro Devices (NASDAQ: AMD ) +12% . More news on: Blucora, Inc., StoneCo Ltd., The9 Limited, Tech stocks ne… read more...

AMD +6% on Google gaming opportunity

via: SeekingAlpha at 2019-03-19 06:51:27:000

Morgan Stanley says AMD (NASDAQ: AMD ) has a "significant opportunity" from cloud gaming chips citing its "surprise" success in winning part of Google's ( GOOG +0.3% )( GOOGL +0.2% ) gaming initiative.Google hosts a keynote at the Game Developers Conference at 1 PM ET today. More… read more...

AMD +6% on Google gaming opportunity

via: SeekingAlpha at 2019-03-19 06:51:27:000

Morgan Stanley says AMD (NASDAQ: AMD ) has a "significant opportunity" from cloud gaming chips citing its "surprise" success in winning part of Google's ( GOOG +0.3% )( GOOGL +0.2% ) gaming initiative.Google hosts a keynote at the Game Developers Conference at 1 PM ET today. More… read more...

What Is And What Is Not Working In Semiconductors

via: SeekingAlpha at 2019-03-18 09:04:20:000

Semiconductor stocks are an interesting option for anyone interested in growth. For quite some time, semiconductors did really well. But lately, that has not been the case. In fact, if we look at SOXX ( SOXX ), a popular ETF for semiconductor stocks, then we see that it has essentially been go… read more...

Should You Put Money To Work In The U.S. Market Right Now?

via: SeekingAlpha at 2019-03-18 06:56:38:000

It's Party Time! The party is running at full swing. YTD returns: Oil: United States Oil ( USO ) +26% Nasdaq 100: Invesco QQQ Trust ( QQQ ) +16% Small Caps: iShares Russell 2000 ETF ( IWM ) +16% MLPs: Alerian MLP ETF ( AMLP ) +16% REITs: Vanguard Real Estate ETF ( VNQ ) +15% … read more...

AMD: Advanced Mass Delusions

via: SeekingAlpha at 2019-03-16 11:40:19:000

We tested our subscribers' patience by staying out of Advanced Micro Devices ( AMD ) for over five months. We last traded it for our service Wheel of Fortune as follows: Post the December crash, we were tempted to play a dead cat bounce but we went long Micron ( MU ) instead as we fe… read more...

AMD: Advanced Mass Delusions

via: SeekingAlpha at 2019-03-16 11:40:19:000

We tested our subscribers' patience by staying out of Advanced Micro Devices ( AMD ) for over five months. We last traded it for our service Wheel of Fortune as follows: Post the December crash, we were tempted to play a dead cat bounce but we went long Micron ( MU ) instead as we fe… read more...

Semiconductors: Beware The Fadeaway

via: SeekingAlpha at 2019-03-15 08:18:29:000

The Fadeaway Move "Fadeaway" is a well-known, though quite difficult, move in the game of basketball. A fadeaway or fall-away in basketball is a jump shot taken while jumping backwards, away from the basket. The goal is to create space between the shooter and the defender, making the sho… read more...

Nvidia: Gaining Share In A Declining Market

via: SeekingAlpha at 2019-03-14 11:50:02:000

Rethink Technology business briefs for March 14, 2019. Nvidia graphics card market share over 80%, according to Jon Peddie Research Jon Peddie Research's results for PC graphics card market share show Nvidia ( NVDA ) taking a commanding lead in calendar Q4 2018, with 81.2% share of t… read more...

AMD: The Better Data Center Play

via: SeekingAlpha at 2019-03-12 10:51:14:000

Nvidia ( NVDA ) bought Mellanox Technologies ( MLNX ) in order to boost opportunities in the surging data center space. The valuation paid on growth projections for Mellanox places our investment thesis squarely back bullish on Advanced Micro Devices ( AMD ). Image Source: AMD w… read more...

AMD: The Better Data Center Play

via: SeekingAlpha at 2019-03-12 10:51:14:000

Nvidia ( NVDA ) bought Mellanox Technologies ( MLNX ) in order to boost opportunities in the surging data center space. The valuation paid on growth projections for Mellanox places our investment thesis squarely back bullish on Advanced Micro Devices ( AMD ). Image Source: AMD w… read more...

Intel Vs. Advanced Micro Devices: Battle For Market Share

via: SeekingAlpha at 2019-03-11 08:39:21:000

Intel Corporation (NASDAQ: INTC ) and Advanced Micro Devices (NASDAQ: AMD ) both operate in the semiconductor industry competing against each other in the microprocessor market. While Intel dominates this market, AMD remains its significant rival and is rapidly gaining market share. In 201… read more...

How Much Market Share AMD Needs To Be A $30 Stock

via: SeekingAlpha at 2019-03-08 12:46:04:000

There's this prevailing view that Intel ( INTC ) and Advanced Micro Devices ( AMD ) split the CPU market. Accordingly, the market tends to use market share changes and stock price changes interchangeably. For example, on the day when Intels Q2 earnings report revealed that its 10nm chi… read more...

How Much Market Share AMD Needs To Be A $30 Stock

via: SeekingAlpha at 2019-03-08 12:46:04:000

There's this prevailing view that Intel ( INTC ) and Advanced Micro Devices ( AMD ) split the CPU market. Accordingly, the market tends to use market share changes and stock price changes interchangeably. For example, on the day when Intels Q2 earnings report revealed that its 10nm chi… read more...

How Much Market Share AMD Needs To Be A $30 Stock

via: SeekingAlpha at 2019-03-08 12:46:04:000

There's this prevailing view that Intel ( INTC ) and Advanced Micro Devices ( AMD ) split the CPU market. Accordingly, the market tends to use market share changes and stock price changes interchangeably. For example, on the day when Intels Q2 earnings report revealed that its 10nm chi… read more...

Happy New Year? Nvidia

via: SeekingAlpha at 2019-03-06 09:39:44:000

2018 is a year of humility for Nvidia (NASDAQ: NVDA ). After first being thrown up and down by the cryptocurrency and followed by China slowdown, Nvidia has to make one of the most difficult downside revenue guidance which cost at least 40% of their shareholders' wealth. One good news is that… read more...

Happy New Year? Nvidia

via: SeekingAlpha at 2019-03-06 09:39:44:000

2018 is a year of humility for Nvidia (NASDAQ: NVDA ). After first being thrown up and down by the cryptocurrency and followed by China slowdown, Nvidia has to make one of the most difficult downside revenue guidance which cost at least 40% of their shareholders' wealth. One good news is that… read more...

Happy New Year? Nvidia

via: SeekingAlpha at 2019-03-06 09:39:44:000

2018 is a year of humility for Nvidia (NASDAQ: NVDA ). After first being thrown up and down by the cryptocurrency and followed by China slowdown, Nvidia has to make one of the most difficult downside revenue guidance which cost at least 40% of their shareholders' wealth. One good news is that… read more...

Intel -1.4% on new security issue report

via: SeekingAlpha at 2019-03-05 05:23:31:000

Intel (NASDAQ: INTC ) has another major security issue on its hands, according to The Register citing a new research paper from the Worcester Polytechnic Institute and the University of Lbeck. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks o… read more...

Road To Financial Independence: Rising Dividends And Endless Opportunities

via: SeekingAlpha at 2019-03-04 19:14:25:000

February was a very turbulent month for me. Although the markets rallied strongly the earnings season, as always, has been a wild one and a painful one as well for a few stocks. On top of that, high-flying German fintech Wirecard (WCAGY) (WRCDF) completely collapsed following allegations about… read more...

Key Node Speaker: TSMC And This Investable Tech Recession

via: SeekingAlpha at 2019-03-04 14:42:44:000

Twin theses of this article These are: 1. Taiwan Semiconductor Manufacturing Company Limited ( TSM ), branded as TSMC, may be a solid source of long term alpha while paying out more regular dividends during a potential wait for the tech sector to revive. At least in the US, TSM has to be t… read more...

Automotive Industry Current And Long-Term Future Outlook

via: SeekingAlpha at 2019-03-04 05:42:03:000

Key long-term trends are underway in the automotive industry. There will be a major transformation over the next decade. Technology is significantly advancing for vehicles. Through the year 2030, we are likely to see an increasing amount of electric vehicles on the road. There is also likely… read more...

Option Generator's Monthly Portfolio Review: Up 10.63% In February

via: SeekingAlpha at 2019-03-04 03:18:30:000

Introduction My portfolio consisting of covered-call writing positions (54%) and buy and hold positions (46%) had another great month in February as the overall market sentiment remained bullish. To me, the amount of control and flexibility that you have with covered-call writing will be cru… read more...

Intel Has A Marvelous Tailwind From Foveros

via: SeekingAlpha at 2019-03-01 05:45:07:000

The thesis of this article is that Intel ( INTC ) is innovating fast enough to protect its dominant position in server and desktop processor. Intel is a buy-and-hold forever investment because of its patented innovations in x86 processor design. I am an Adobe ( ADBE ) creative professional a… read more...

Intel Has A Marvelous Tailwind From Foveros

via: SeekingAlpha at 2019-03-01 05:45:07:000

The thesis of this article is that Intel ( INTC ) is innovating fast enough to protect its dominant position in server and desktop processor. Intel is a buy-and-hold forever investment because of its patented innovations in x86 processor design. I am an Adobe ( ADBE ) creative professional a… read more...

Intel Has A Marvelous Tailwind From Foveros

via: SeekingAlpha at 2019-03-01 05:45:07:000

The thesis of this article is that Intel ( INTC ) is innovating fast enough to protect its dominant position in server and desktop processor. Intel is a buy-and-hold forever investment because of its patented innovations in x86 processor design. I am an Adobe ( ADBE ) creative professional a… read more...

4 Semis Stocks Holding Up In The Current Weakness

via: SeekingAlpha at 2019-02-28 08:24:55:000

From a broad perspective, Semis have outperformed Tech recently after a strong correction last year. The Semis ETF ( SMH ) is up 19% YTD vs. 12% for Nasdaq ( QQQ ) and S&P 500 ( SPY ). Oddly, the Semis outperformance YTD is despite weak fundamentals in the sector. Goldman for example note… read more...

AMD: Upside Momentum Ahead

via: SeekingAlpha at 2019-02-27 15:32:35:000

In my last article on Advanced Micro Devices ( AMD ), I ran an analysis on AMDs post-earnings gap and predicted the stock to rally . The movement profile of the stock and the lexical analysis of the previous earnings report supported this direction. The stock price rose nearly 5% th… read more...

AMD's Long-Term Target Prices

via: SeekingAlpha at 2019-02-25 21:41:19:000

Using Wall Streets words, Advanced Micro Devices ([[AMD]]) 4Q performance has been better than feared. The company executes steadier compared with its peers in a difficult macro environment. Investors seemed to shed off the softness in Q4 revenue and the lower Q… read more...

Semis gain on trade optimism

via: SeekingAlpha at 2019-02-25 12:22:37:000

The Philadelphia Semiconductor Index gains 1.5% compared to the +0.6% for the S&P 500 after President Trump delays the US-China trade deal deadline. Many chip companies are also attending the Mobile World Congress this week. More news on: Advanced Micro Devices,… read more...

Here's a way to triple your money in stocks this year, but buyer beware

via: CNBC at 2019-02-24 11:00:00:000

No summary available. read more...

Here's Why Intel's Bull Run Isn't Over

via: SeekingAlpha at 2019-02-21 11:38:43:000

Intels ( INTC ) stock has risen sharply since reporting results. Now recent options trades suggest the stock may continue to increase by as much as 9%. The technical chart is also suggesting the stock breaks out and rises as much as 11% back to its previous high in June. The valuat… read more...

Here's Why Intel's Bull Run Isn't Over

via: SeekingAlpha at 2019-02-21 11:38:43:000

Intels ( INTC ) stock has risen sharply since reporting results. Now recent options trades suggest the stock may continue to increase by as much as 9%. The technical chart is also suggesting the stock breaks out and rises as much as 11% back to its previous high in June. The valuat… read more...

Here's Why Intel's Bull Run Isn't Over

via: SeekingAlpha at 2019-02-21 11:38:43:000

Intels ( INTC ) stock has risen sharply since reporting results. Now recent options trades suggest the stock may continue to increase by as much as 9%. The technical chart is also suggesting the stock breaks out and rises as much as 11% back to its previous high in June. The valuat… read more...

AMD: The Big Guys Just Love It

via: SeekingAlpha at 2019-02-21 08:30:09:000

AMD ( AMD ) has been the subject of several heated debates in various investing forums. While some commenters feel that the chipmaker is well-poised to win market share from Intel ( INTC ) and Nvidia ( NVDA ), others believe that it has challenging times ahead. But while these online debates c… read more...

AMD: The Big Guys Just Love It

via: SeekingAlpha at 2019-02-21 08:30:09:000

AMD ( AMD ) has been the subject of several heated debates in various investing forums. While some commenters feel that the chipmaker is well-poised to win market share from Intel ( INTC ) and Nvidia ( NVDA ), others believe that it has challenging times ahead. But while these online debates c… read more...

AMD: The Big Guys Just Love It

via: SeekingAlpha at 2019-02-21 08:30:09:000

AMD ( AMD ) has been the subject of several heated debates in various investing forums. While some commenters feel that the chipmaker is well-poised to win market share from Intel ( INTC ) and Nvidia ( NVDA ), others believe that it has challenging times ahead. But while these online debates c… read more...

AMD's Stock May Jump On Higher GPU Prices

via: SeekingAlpha at 2019-02-20 13:38:10:000

AMD's (AMD) stock may be about to surge higher over the coming weeks. Recent betting in the options market suggests the stock could rise by around 10% by the middle of April, while the technical chart indicates the stock could rise even higher. The bullish optimism may be coming from signs t… read more...

AMD: Blockchain Rebound

via: SeekingAlpha at 2019-02-20 13:36:41:000

Over the last few years, Advanced Micro Devices ( AMD ) has ridden the blockchain roller coaster. The company never sought out crypto mining revenues, but their GPUs were used by miners to generate digital coins until the business collapsed in early 2018 along with the price of Bitcoin (… read more...

My Final AMD Article - I Was Wrong

via: SeekingAlpha at 2019-02-20 13:25:30:000

Investment Thesis When it came to AMD ( AMD ) I was vaguely right on the facts. It did end 2018 with mediocre growth and it did offer terrible guidance. It never did become free cash flow generative. The facts played out. But the market ignored these facts. Consequently, while I was righ… read more...

Meridian Contrarian Fund Q4 2018 Commentary

via: SeekingAlpha at 2019-02-18 07:45:00:000

Originally published on Reddit Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more … read more...

Meridian Contrarian Fund Q4 2018 Commentary

via: SeekingAlpha at 2019-02-18 07:45:00:000

Originally published on Reddit Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more … read more...

AMD: Closing The Gap (The Best Is Yet To Come)

via: SeekingAlpha at 2019-02-15 12:03:17:000

Minus the long history lecture, AMD (AMD) struggled with its bulldozer line of CPUs by placing some wild bets and losing. Since then, the Ryzen line has really turned the company around… but the best is yet to come. GPU Aspirations AMD will close the gap from a technological prospec... read more...

AMD: Closing The Gap (The Best Is Yet To Come)

via: SeekingAlpha at 2019-02-15 12:03:17:000

Minus the long history lecture, AMD (AMD) struggled with its bulldozer line of CPUs by placing some wild bets and losing. Since then, the Ryzen line has really turned the company around… but the best is yet to come. GPU Aspirations AMD will close the gap from a technological prospec... read more...

AMD: Closing The Gap (The Best Is Yet To Come)

via: SeekingAlpha at 2019-02-15 12:03:17:000

Minus the long history lecture, AMD (AMD) struggled with its bulldozer line of CPUs by placing some wild bets and losing. Since then, the Ryzen line has really turned the company around… but the best is yet to come. GPU Aspirations AMD will close the gap from a technological prospec... read more...

AMD discloses West Coast Hitech stake

via: SeekingAlpha at 2019-02-15 08:15:48:000

AMD (NASDAQ: AMD ) discloses that West Coast Hitech has a 6.9% stake following the issuance and addition of warrant shares. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD discloses West Coast Hitech stake

via: SeekingAlpha at 2019-02-15 08:15:48:000

AMD (NASDAQ: AMD ) discloses that West Coast Hitech has a 6.9% stake following the issuance and addition of warrant shares. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD discloses West Coast Hitech stake

via: SeekingAlpha at 2019-02-15 08:15:48:000

AMD (NASDAQ: AMD ) discloses that West Coast Hitech has a 6.9% stake following the issuance and addition of warrant shares. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

NVidia +9% on upside FY20 outlook

via: SeekingAlpha at 2019-02-14 16:32:09:000

Nvidia (NASDAQ: NVDA ) shares climb 8.6% after Q4 results beat on EPS but missed on revenue though the figure was in-line with the $2.2B midpoint of the guidance cut. Downside Q1 guidance has revenue within 2% of $2.2B or about $2.156B to $2.244B (consensus: $2.34B) with a 59% gr… read more...

AMD expects GPU recovery in Q2

via: SeekingAlpha at 2019-02-12 13:20:53:000

AMD's (NASDAQ: AMD ) GPU inventory levels are still elevated in Q1, according to CEO Lisa Su's comments during the Goldman Sachs technology conference. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

AMD expects GPU recovery in Q2

via: SeekingAlpha at 2019-02-12 13:20:53:000

AMD's (NASDAQ: AMD ) GPU inventory levels are still elevated in Q1, according to CEO Lisa Su's comments during the Goldman Sachs technology conference. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

AMD expects GPU recovery in Q2

via: SeekingAlpha at 2019-02-12 13:20:53:000

AMD's (NASDAQ: AMD ) GPU inventory levels are still elevated in Q1, according to CEO Lisa Su's comments during the Goldman Sachs technology conference. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Top 5 Tech Stocks To Match My Top 5 Tech Trends For 2019

via: SeekingAlpha at 2019-02-12 12:56:01:000

This article was first published on Trend Investing on December 11, 2018; therefore all data is as of that date. For some background it is best to read my related article first: December 2, 2018 - Top 5 Tech Trends For 2019 In 2019, most flagship android phones will have Qualcomm… read more...

Top 5 Tech Stocks To Match My Top 5 Tech Trends For 2019

via: SeekingAlpha at 2019-02-12 12:56:01:000

This article was first published on Trend Investing on December 11, 2018; therefore all data is as of that date. For some background it is best to read my related article first: December 2, 2018 - Top 5 Tech Trends For 2019 In 2019, most flagship android phones will have Qualcomm… read more...

Top 5 Tech Stocks To Match My Top 5 Tech Trends For 2019

via: SeekingAlpha at 2019-02-12 12:56:01:000

This article was first published on Trend Investing on December 11, 2018; therefore all data is as of that date. For some background it is best to read my related article first: December 2, 2018 - Top 5 Tech Trends For 2019 In 2019, most flagship android phones will have Qualcomm… read more...

Nvidia Q4 Earnings Announcement: Data Center, Gaming, And Crypto Interplay

via: SeekingAlpha at 2019-02-11 19:51:26:000

Just two weeks before Nvidias (NASDAQ: NVDA ) 4Q earnings announcement, CEO Jensen Huang made an unusual pre-warning for a sequential Q4 decline due to excess mid-range channel inventory, following the cryptocurrency bust. The market has come to the realization that the crypto demand … read more...

Nvidia Q4 Earnings Announcement: Data Center, Gaming, And Crypto Interplay

via: SeekingAlpha at 2019-02-11 19:51:26:000

Just two weeks before Nvidias (NASDAQ: NVDA ) 4Q earnings announcement, CEO Jensen Huang made an unusual pre-warning for a sequential Q4 decline due to excess mid-range channel inventory, following the cryptocurrency bust. The market has come to the realization that the crypto demand … read more...

Nvidia Q4 Earnings Announcement: Data Center, Gaming, And Crypto Interplay

via: SeekingAlpha at 2019-02-11 19:51:26:000

Just two weeks before Nvidias (NASDAQ: NVDA ) 4Q earnings announcement, CEO Jensen Huang made an unusual pre-warning for a sequential Q4 decline due to excess mid-range channel inventory, following the cryptocurrency bust. The market has come to the realization that the crypto demand … read more...

Nvidia's Bulls May Be Too Optimistic

via: SeekingAlpha at 2019-02-11 13:08:31:000

Nvidia ( NVDA ) is set to report results on Thursday after the close, and the stakes couldn't be higher. Options are pricing in a massive amount of volatility following the stock's earnings release, with the potential for shares to rise or fall by over 12%. However, the technical chart is poin… read more...

AMD Underreacts (To Guidance)

via: SeekingAlpha at 2019-02-11 09:17:02:000

After Nvidias (NASDAQ: NVDA ) surprise pre-warning of a lower Q4 revenue guidance, AMD (NASDAQ: AMD ) was expected to deliver a similar disappointing Q4 earnings release (ER) for the crypto-related excess inventory. Just a few days later, AMD announced that it missed Q4 revenue, met … read more...

Those Ticking Clocks (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-02-10 08:24:07:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday (you can… read more...

Stocks To Watch: Those Ticking Clocks

via: SeekingAlpha at 2019-02-09 09:46:30:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. U.S. Trade Representative Robert Lighthizer and Treasury Secretary Steven Mnuchin t… read more...

Chip stocks slide on Goldman warning

via: SeekingAlpha at 2019-02-08 10:44:36:000

The Philadelphia Semiconductor Index drops 1% after Goldman Sachs' warning on "very soft" fundamentals. More news on: Applied Materials, Inc., NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Top stock market news, News on ETFs Read m… read more...

Chip stocks fall after Goldman and others warn they've gotten ahead of themselves

via: CNBC at 2019-02-08 08:51:00:000

No summary available. read more...

Nvidia: Watch Q4 Results Like A Hawk

via: SeekingAlpha at 2019-02-07 09:30:21:000

Nvidia ( NVDA ) reports its Q4 earnings on 14th February. The chipmaker slashed its sales guidance last week by a whopping 18.5%, which raised several questions about its growth prospects for FY19. So, Nvidias upcoming earnings call would be an opportune time for investors to get some … read more...

Your first trade for Thursday, February 7

via: CNBC at 2019-02-07 09:19:00:000

No summary available. read more...

It's the best earnings season ever for options traders, according to Goldman

via: CNBC at 2019-02-07 08:59:00:000

No summary available. read more...

AMD: Good News And Bad

via: SeekingAlpha at 2019-02-06 10:22:52:000

Shares of chipmaker Advanced Micro Devices ( AMD ) have had a decent rally since the company reported Q4 results last week. While the report wasn't a home run by any stretch of the imagination, it wasn't the disaster we've seen with a number of others in the space. Unfortunately, the rally t… read more...

AMD: Share Gain Story

via: SeekingAlpha at 2019-02-05 12:13:37:000

With competitors warning on Q4 numbers and Advanced Micro Devices ( AMD ) providing rather weak guidance for Q1 , the market probably expected the stock to plunge following earnings last week. My investment thesis has remained bullish on the stock based on this simple quote from CEO Lisa … read more...

AMD -2.6% as Mubadala sells 35M shares

via: SeekingAlpha at 2019-02-05 07:31:50:000

AMD (NASDAQ: AMD ) drops 2.8% premarket after holderMubadala Investment discloses selling 34.9M shares and plans to convert 75M warrants. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Dividend Portfolio Review: 22% Y/Y Growth In January

via: SeekingAlpha at 2019-02-05 01:51:31:000

2019 started with a big rally. Following an initial slump, markets rose throughout the month as optimism regarding the outcome of China-U.S trade negotiations, a better-than-expected earnings season and a less hawkish Fed have provided lots of fuel. (Source: onvista.de - Dow Jones Last 3M )… read more...

Winner of the 2018 CNBC stock draft bet on AMD and it paid off big

via: CNBC at 2019-02-04 17:10:00:000

No summary available. read more...

AMD: Expecting Upside

via: SeekingAlpha at 2019-02-04 15:25:58:000

AMD (NASDAQ: AMD ) reported a weak quarter and a weak guide. The 2019 guidance was respectable though. But I think it all looks too conservative. We've been saying for a while that we thought AMD's targets were generally correct. We hadn't accused them of being too conservative. This time … read more...

Covered-Call Writing With AMD: My February Trade Setups

via: SeekingAlpha at 2019-02-04 14:17:00:000

Introduction With AMD ( AMD ) shares climbing to their highest level seen since October last year, investors have become a lot more optimistic after AMD's latest earnings report. Consequently, today's market sentiment results in expensive option contracts, and even if you'd missed out on the… read more...

AMD: EPYC'ly Setting The Bar

via: SeekingAlpha at 2019-02-04 11:33:15:000

AMD (AMD) has traditionally been on the defensive side when it comes to its stock price and overall outlook. Recently, there has been quite a bit of hype around the stock being inflated in price after its meteoric rise. This article aims to calm those qualms and restore some sanity to the situ… read more...

Podcast: AMD, Microsoft, Apple Earnings, FaceTime Bug, Apple-Facebook-Google Spat

via: SeekingAlpha at 2019-02-03 08:42:17:000

This week's Tech.pinions podcast features Carolina Milanesi and Bob O'Donnell analyzing the recent earnings announcements from AMD (AMD), Microsoft (MSFT) and Apple (AAPL), as well as discussing the implications of the group FaceTime bug Apple disclosed the week, and debating the impact of the… read more...

AMD: The Growing Bubble

via: SeekingAlpha at 2019-02-01 16:03:55:000

Photo by Marc Sendra Martorell on Unsplash Investment Thesis There was nothing in the latest AMD ( AMD ) earnings report that justified the stock price much less a 26% subsequent rally. This wouldn't be the first time the buyers got it wrong. Data by YCharts As can be s… read more...

AMD: The Growing Bubble

via: SeekingAlpha at 2019-02-01 16:03:55:000

Photo by Marc Sendra Martorell on Unsplash Investment Thesis There was nothing in the latest AMD ( AMD ) earnings report that justified the stock price much less a 26% subsequent rally. This wouldn't be the first time the buyers got it wrong. Data by YCharts As can be s… read more...

Micron: The China Connection

via: SeekingAlpha at 2019-02-01 13:49:37:000

To start with, this is not a post about Micron Technology (MU) vs. UME or the U.S. vs. China. There seems to be no shortage of worry among Micron's suppliers, competitors, and customers over the near-term outlook of the semi and memory chip excess inventory. In its Q4 earnings announcement (… read more...

Micron: The China Connection

via: SeekingAlpha at 2019-02-01 13:49:37:000

To start with, this is not a post about Micron Technology (MU) vs. UME or the U.S. vs. China. There seems to be no shortage of worry among Micron's suppliers, competitors, and customers over the near-term outlook of the semi and memory chip excess inventory. In its Q4 earnings announcement (… read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

January's tech winners and losers

via: SeekingAlpha at 2019-02-01 11:55:49:000

The tech sector (NYSEARCA: XLK ) is up 1% and the Philadelphia Semiconductor Index gains 1.6% as we close out a week of big tech earnings (including Amazon, Apple, and Microsoft) with President Trump optimistic on a China trade deal. More news on: Technology Select … read more...

The only way for stocks is down as earnings rally hits its peak: Stifel

via: CNBC at 2019-02-01 08:37:00:000

No summary available. read more...

The only way for stocks is down as earnings rally hits its peak: Stifel

via: CNBC at 2019-02-01 08:37:00:000

No summary available. read more...

AMD: No Hangover After All?

via: SeekingAlpha at 2019-01-31 13:59:30:000

AMD reports Q4 results during tough economic conditions AMD's ( AMD ) quarterly results had been highly anticipated due to the recent events related to Intel's ( INTC ) results and Nvidia's ( NVDA ) guidance . Many analysts projected negative dynamics in the company's performance and hug… read more...

I Expect AMD To Rally

via: SeekingAlpha at 2019-01-31 13:06:13:000

Although my last article on Advanced Micro Devices (AMD) warned against holding AMD long over earnings, the stock managed to rally, producing an up-gap that appears to be an area gap . Because my article was still bullish on AMD overall but bearish on earnings (I cited a 65% chance of a sel… read more...

Intel: Any Epyc Impact?

via: SeekingAlpha at 2019-01-31 11:24:25:000

Q4 results are out for both Advanced Micro Devices ( AMD ) and Intel ( INTC ). In the latest installment of this series, I look at the results to see if the new AMD chips are having a significant impact on Intel. Right now, I think the price of INTC shares is a bit high, so I will wait for bel… read more...

Smart Money Results For January 2019

via: SeekingAlpha at 2019-01-31 08:24:52:000

After a very successful 2018, the Smart Money portfolios are off to a rip-roaring start in 2019. Table 1 is a summary of returns for each of the Smart Money strategies during January 2019. Table 1. Summary of returns for all Smart Money strategies The results for January have been outsta… read more...

This stock, up 155% from its low, has more room to run, technician says

via: CNBC at 2019-01-31 07:02:00:000

No summary available. read more...

AMD Is Gaining Much More Rapidly Against Nvidia Than The Market Realizes

via: SeekingAlpha at 2019-01-30 15:17:30:000

Advanced Micro Devices ( AMD ) Q4 2018 earnings had a surprise for Nvidia ( NVDA ) investors that few may have seen coming. AMD Q4 revenues of $1.42B were within, but below the mid-point of guidance. EPS was in-line with consensus and meant that AMD fared well in its peer group in what was… read more...

AMD, EGHT and SLAB among tech movers

via: SeekingAlpha at 2019-01-30 15:00:10:000

Gainers: Advanced Micro Devices (NASDAQ: AMD ) +19% . Foresight Autonomous Holdings (NASDAQ: FRSX ) +18% . Mercury Systems (NASDAQ: MRCY ) +15% . Key Tronic Corporation (NASDAQ: KTCC ) +9% . SecureWorks (NASDAQ: SCWX ) +9% . More news on: Advanced Micro Devices, Inc., Foresigh… read more...

After AMD's 15% surge, chip stocks cement their status as the craziest sector right now

via: CNBC at 2019-01-30 13:44:00:000

No summary available. read more...

Advanced Micro Devices (AMD) Investor Presentation - Slideshow

via: SeekingAlpha at 2019-01-30 12:15:34:000

The following slide deck was published by Advanced Micro Devices, Inc. in conjunction with this Read more … read more...

AMD Guidance Impresses?

via: SeekingAlpha at 2019-01-30 09:30:24:000

Investment Thesis AMD's ( AMD ) results were very interesting indeed. Even more interesting was that this high growth company posts a 9% revenue growth forecast for the year 2019, and the stock strongly rallies after hours. Investors should once more brace themselves for no free cash flow … read more...

Building A Bulletproof Portfolio Around AMD

via: SeekingAlpha at 2019-01-30 09:28:42:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ). AMD And The Hedged Portfolio Method Last summer, I wrote about the performance of a bulletproof, or hedged, portfolio built around a position in AT&T ( T ) in 2017 and presented a new one. Since then, I've presented s… read more...

AMD, BA, VALE among premarket gainers

via: SeekingAlpha at 2019-01-30 09:19:40:000

Co-Diagnostics (NASDAQ: CODX ) +176% on eliminating debt . More news on: Co-Diagnostics, Eyenovia, Inc., Ekso Bionics Holdings, Inc., Stocks on the move, , Read more … read more...

JPMorgan ups AMD target on roadmap

via: SeekingAlpha at 2019-01-30 08:17:54:000

JPMorgan raises its AMD (NASDAQ: AMD ) target from $18 to $20 on Q4 results that showed the company is executing well on its product roadmap and making progress toward its 2020 financial model. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the mo… read more...

Stocks making the biggest moves premarket: Boeing, Apple, Alibaba, Tesla & more

via: CNBC at 2019-01-30 07:52:00:000

No summary available. read more...

Wall Street Breakfast: Markets Await Powell, Fed Decision

via: SeekingAlpha at 2019-01-30 07:00:52:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). Nasdaq futures led U.S. indexes overnight, rising as much as 1% , after Apple's (AAPL) quarterly results sent rel… read more...

Here's when an earnings miss isn't really a miss: Jim Cramer

via: CNBC at 2019-01-29 18:41:00:000

No summary available. read more...

Stocks making the biggest moves after hours: Apple, Amgen, AMD and more

via: CNBC at 2019-01-29 17:41:00:000

No summary available. read more...

AAPL, AMD and EBAY notable after hours movers

via: SeekingAlpha at 2019-01-29 17:35:33:000

Gainers: AMD +8.0% . KLAC +4.4% . SYK +4.4% . AAPL +3.8% . EBAY +2.9% . More news on: Advanced Micro Devices, Inc., KLA-Tencor Corporation, Stryker Corporation, Stocks on the move, , Read more … read more...

AMD +4.7% on mixed Q4, downside rev guide

via: SeekingAlpha at 2019-01-29 16:33:18:000

AMD (NASDAQ: AMD ) gains 4.7% on Q4 results that met on EPS but missed on revenue with revenue up 6% Y/Y. Downside Q1 guidance has revenue of $1.2B to $1.3B (consensus: $1.47B) due to graphics softness as the cryptocurrency mining inventory continues to clear out. More news on:… read more...

Advanced Micro Devices EPS in-line, misses on revenue

via: SeekingAlpha at 2019-01-29 16:17:03:000

Advanced Micro Devices (NASDAQ: AMD ): Q4 Non-GAAP EPS of $0.08 in-line; GAAP EPS of $0.04 misses by $0.02 . Revenue of $1.42B (+6.0% Y/Y) misses by $20M . Shares -3.7% . Press Release More news on: Advanced Micro Devices, Inc., Earnings news and commentary, Tech stocks news, read more...

My Preview For AMD's Earnings

via: SeekingAlpha at 2019-01-29 09:58:04:000

Investment Thesis As readers know, AMD ( AMD ) will release its Q4 2018 results today AH. Since at least May 2018 , I have been arguing both through articles and in the comments sections, that if AMD did not reach $9 per share by Q1 2019 , I would stop writing about AMD on SA altogether…. read more...

Nvidia: From Darling To Dead Weight

via: SeekingAlpha at 2019-01-29 09:47:26:000

There is no doubt that Monday's biggest loser was chipmaker Nvidia ( NVDA ), which is seeing its shares plunge after the company issued a fiscal Q4 revenue warning . Despite already issuing guidance that was well below estimates, the company detailed that slowing economies, particularly in Ch… read more...

AMD: Ramification Of Intel Miss

via: SeekingAlpha at 2019-01-28 17:37:34:000

Despite weak numbers from competitor Intel ( INTC ), Advanced Micro Devices ( AMD ) jumped 5% on Friday. The stock rallied after an initial dip as the market realized that any growth from Intel in data centers is actually a bullish backdrop for AMD. My previous research that AMD is poise… read more...

Notable earnings after Tuesday's close

via: SeekingAlpha at 2019-01-28 17:35:20:000

AAPL , ALGN , AMD , AMGN , AX , BXP , CHRW , CNI , COHR , EBAY , EGHT , EQR , FCF , HA , HI , HLI , HP , IEX , ILMN , IPHI , JNPR , KLAC , MITK , MKSI , MRCY , MSTR , MXIM , NATI , PFG , PKG , RHI , RNR , SIMO , SLGN , SYK , TSS , UMBF , WNC , WRB … read more...

Advanced Micro Devices Q4 2018 Earnings Preview

via: SeekingAlpha at 2019-01-28 17:35:17:000

Advanced Micro Devices (NASDAQ: AMD ) is scheduled to announce Q4 earnings results on Tuesday, January 29th, after market close. The consensus EPS Estimate is $0.08 (flat Y/Y) and the consensus Revenue Estimate is $1.44B (-2.7% Y/Y). Over the last 2 years, AMD has beaten EPS estimates… read more...

AMD less exposed to Nvidia warning - Stifel

via: SeekingAlpha at 2019-01-28 13:41:19:000

Stifel analyst Kevin Cassidy says (NASDAQ: AMD ) is less exposed to the weaknesses Nvidia highlighted in its Q4 warning since AMD PC cards sell at lower prices than NVDA's and AMD has little exposure to the cloud market. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stock… read more...

AMD Q4 Earnings: It's All About Q1 Revenue Guidance

via: SeekingAlpha at 2019-01-28 13:23:25:000

Following bellwether stocks like Facebook (FB), Apple (AAPL), and Taiwan Semiconductor Manufacturing Company (TSM), chip-making giant Intel had a disappointing earnings announcement Thursday and warned that a worsening situation in China could spell more trouble to come. While Intel missed fou… read more...

Chips stocks slide after Nvidia's warning

via: SeekingAlpha at 2019-01-28 09:34:37:000

Chips start the week on weak footing after Nvidia's Q4 revenue warning on softness in China that hit the gaming and datacenter businesses. More news on: Technology Select Sector SPDR ETF, Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, News on ETFs,… read more...

Nvidia warned of weak earnings, and more chip stocks fell with it

via: CNBC at 2019-01-28 09:29:00:000

No summary available. read more...

CAT, VALE and NVDA among premarket losers

via: SeekingAlpha at 2019-01-28 09:12:30:000

Dynagas LNG Partners LP (NYSE: DLNG ) -33% . More news on: Dynagas LNG Partners LP, Vale S.A., NVIDIA Corporation, Stocks on the move, , Read more … read more...

Nvidia tanks 14% after chipmaker cuts guidance, citing 'deteriorating' Chinese economy

via: CNBC at 2019-01-28 09:05:00:000

No summary available. read more...

Intel: Not Necessarily Appealing, Amidst No More Growth

via: SeekingAlpha at 2019-01-27 19:55:02:000

Intel Corporation ( INTC ) ended 2018 on a soft note, which cannot come as a complete surprise as the wider semiconductor sector has seen a sell-off in the second half of 2018. While shares of Intel have held up pretty well, they too are down $10 from the high of $57 seen this summer. Real… read more...

Tech Giants Step To The Plate (Stocks To Watch Podcast)

via: SeekingAlpha at 2019-01-27 07:08:23:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, loo… read more...

Stocks To Watch: Tech Giants Step To The Plate

via: SeekingAlpha at 2019-01-26 09:45:39:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Mega-cap tech companies Apple (AAPL), Microsoft (MSFT), Facebook, (FB), Alibaba (BA… read more...

Apple, Microsoft and Amazon could drive the market in the next wave of earnings

via: CNBC at 2019-01-25 15:39:00:000

No summary available. read more...

Semis strong on Western Digital optimism

via: SeekingAlpha at 2019-01-25 15:06:06:000

Semi stocks head towards the end of the week in the green after Western Digital's ( WDC +7.2% ) guidance created optimism about 2H demand improvements. More news on: Western Digital Corporation, Technology Select Sector SPDR ETF, Maxim Integrated Products, Inc., Tech stocks news, Stock… read more...

Stocks making moves midday: Airlines, Ford, Western Digital, Vale & more

via: CNBC at 2019-01-25 12:30:00:000

No summary available. read more...

AMD names Chief Sales Officer, CTO in reorganization

via: SeekingAlpha at 2019-01-25 09:46:39:000

AMD (NASDAQ: AMD ) announces a reorganization that puts all sales operations in the hands of Darren Grasby, who is appointed SVP and Chief Sales Officer. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Intel tanks after revenue miss and weak guidance

via: CNBC at 2019-01-25 09:31:00:000

No summary available. read more...

Your first trade for Friday, January 25

via: CNBC at 2019-01-25 09:10:00:000

No summary available. read more...

As Intel plunges, here's what every major analyst had to say about its dismal report

via: CNBC at 2019-01-25 08:08:00:000

No summary available. read more...

Senate Looks To Break Shutdown Deadlock (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2019-01-25 07:37:45:000

Today's Top Stories: Senate looks to break shutdown deadlock; Asian markets gain on U.S.-China talks; and China approves 2 mobile games for Tencent. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find … read more...

Wall Street Breakfast: Senate Looks To Break Shutdown Deadlock

via: SeekingAlpha at 2019-01-25 06:56:26:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). The White House is pushing for a "large down payment" on the proposed border wall as part of a deal to reopen the … read more...

intel rivals drop on weak FY outlook

via: SeekingAlpha at 2019-01-24 16:44:42:000

AMD (NASDAQ: AMD ) shares drop 2.5% aftermarket, Nvidia (NASDAQ: NVDA ) falls 2.9% , and Micron (NASDAQ: MU ) dips 1.6% after Intel's earnings report included downside FY revenue guidance. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Micron Techn… read more...

Intel misses on revenue and gives weak guidance - stock falls after hours

via: CNBC at 2019-01-24 15:31:00:000

No summary available. read more...

Semis +5% on positive earnings reports

via: SeekingAlpha at 2019-01-24 10:02:56:000

The Philadelphia Semiconductor Index is up 5% compared to the 0.7% gain for the sector (NYSEARCA: XLK ) after yesterday's positive slate of earnings from Lam Research, Xilinx ( XLNX +17.1% ), and Teradyne ( TER +12.3% ) and a mixed report from Texas Instruments ( … read more...

AMD: Forget Crypto, Here Comes China!

via: SeekingAlpha at 2019-01-24 08:00:00:000

For the first time, Apple (NASDAQ: AAPL ) CEO Tim Cook cut Q1 revenue guidance, citing poor iPhone sales in China. Cook's rare move ignited a widespread worry of a trade war-induced recession. The fear of recession was further confirmed by Samsung Electronics' (SSNLF) subsequent guidance of a… read more...

Sell AMD Into Earnings

via: SeekingAlpha at 2019-01-23 11:26:38:000

Advanced Micro Devices ( AMD ) is heading into earnings. I only recently wrote an article on AMD but neglected to discuss AMD's earnings profile - read, the stock's movement patterns and metric correlations around earnings. AMD is reporting earnings at the end of January: A Common Mista… read more...

What Can Investors Anticipate From Intel's Results?

via: SeekingAlpha at 2019-01-22 19:14:03:000

Things to Watch on Thursday: Intel ( INTC ) is inverting its competitors' trends. Despite the majority of the chip companies indicating weak semiconductor demand in recent months, Intel has been facing somewhat the opposite - supply shortages paired with robust demand in semiconductors. We… read more...

Intel's Stock May Jump After Results

via: SeekingAlpha at 2019-01-22 12:01:04:000

Intel (INTC) is due to report fourth quarter results on January 24 after the close of trading. Some signs would suggest the stock rises following those results, based on bullish betting in the options market and the technical charts. Analysts currently estimate that earnings for the fourth q… read more...

Semis outperform on trade optimism

via: SeekingAlpha at 2019-01-18 11:24:39:000

The Philadelphia Semiconductor Index gains 2.7% compared to the 1.4% gain for the tech sector (NYSEARCA: XLK ) on US-China trade optimism and a BofAML upgrade for Silicon Motion. More news on: Technology Select Sector SPDR ETF, Lam Research Corporation, KLA-Tencor Corpor… read more...

Semis outperform on trade optimism

via: SeekingAlpha at 2019-01-18 11:24:39:000

The Philadelphia Semiconductor Index gains 2.7% compared to the 1.4% gain for the tech sector (NYSEARCA: XLK ) on US-China trade optimism and a BofAML upgrade for Silicon Motion. More news on: Technology Select Sector SPDR ETF, Lam Research Corporation, KLA-Tencor Corpor… read more...

Semis outperform on trade optimism

via: SeekingAlpha at 2019-01-18 11:24:39:000

The Philadelphia Semiconductor Index gains 2.7% compared to the 1.4% gain for the tech sector (NYSEARCA: XLK ) on US-China trade optimism and a BofAML upgrade for Silicon Motion. More news on: Technology Select Sector SPDR ETF, Lam Research Corporation, KLA-Tencor Corpor… read more...

Semis outperform on trade optimism

via: SeekingAlpha at 2019-01-18 11:24:39:000

The Philadelphia Semiconductor Index gains 2.7% compared to the 1.4% gain for the tech sector (NYSEARCA: XLK ) on US-China trade optimism and a BofAML upgrade for Silicon Motion. More news on: Technology Select Sector SPDR ETF, Lam Research Corporation, KLA-Tencor Corpor… read more...

AMD Earnings: Time To Shine?

via: SeekingAlpha at 2019-01-16 10:00:28:000

The earnings season is almost here, and Advanced Micro Devices ( AMD ) is expected to report its Q4 earnings in the next 3 weeks. While some believe that AMDs sales will plunge further, as the semiconductor super-cycle might be over, others are hopeful that the chipmaker would outperfo… read more...

AMD Earnings: Time To Shine?

via: SeekingAlpha at 2019-01-16 10:00:28:000

The earnings season is almost here, and Advanced Micro Devices ( AMD ) is expected to report its Q4 earnings in the next 3 weeks. While some believe that AMDs sales will plunge further, as the semiconductor super-cycle might be over, others are hopeful that the chipmaker would outperfo… read more...

AMD: CES 2019 Marks Another Great But Difficult Year Ahead

via: SeekingAlpha at 2019-01-16 09:22:32:000

CES has traditionally been a place for chipmaking corporations like Intel ( INTC ) and Nvidia ( NVDA ) to showcase their new technologies. This year, AMD ( AMD ) had its very first full-time corporate CES keynote, where Dr. Lisa Su, the CEO, outlined some major milestones for 2019. The present… read more...

AMD: CES 2019 Marks Another Great But Difficult Year Ahead

via: SeekingAlpha at 2019-01-16 09:22:32:000

CES has traditionally been a place for chipmaking corporations like Intel ( INTC ) and Nvidia ( NVDA ) to showcase their new technologies. This year, AMD ( AMD ) had its very first full-time corporate CES keynote, where Dr. Lisa Su, the CEO, outlined some major milestones for 2019. The present… read more...

3 Reasons Why AMD's Radeon 7 Is Such A Big Deal

via: SeekingAlpha at 2019-01-15 17:29:51:000

Advanced Micro Devices' ( AMD ) announcement of Radeon 7 in its graphics card (GPU) line-up is a big deal. Markets had only expected news on the next Ryzen but instead received two news items. And while the core count on the next Ryzen is not yet known, Radeon 7s re… read more...

I Was Wrong About AMD - Again!

via: SeekingAlpha at 2019-01-15 11:49:11:000

Since its September peak, Advanced Micro Devices ( AMD ) has dropped 50% but is currently attempting to retrace its pullback. The good news for AMD investors is that AMD has the technical proclivity to retrace its pullbacks by at least 60% over the two following months. However, most stocks te… read more...

AMD +1% on rumors of Intel interest

via: SeekingAlpha at 2019-01-15 09:15:03:000

AMD (NASDAQ: AMD ) and Intel (NASDAQ: INTC ) gain after an EE Times report of a CES rumor that Intel is considering acquiring AMD. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Andaz Private Investments Notes - December 31, 2018

via: SeekingAlpha at 2019-01-14 04:50:00:000

Read more … read more...

Unexpected GPU Introduction A Positive For AMD

via: SeekingAlpha at 2019-01-11 15:43:58:000

Advanced Micro Devices ( AMD ) CEO Lisa Su keynote at CES 2019 was much hyped by the company. Contrary to wide spread investor expectations that the big news would be about next generation x86 CPUs, it turned out that the main thrust of the CES keynote was AMDs ongoing foray into GPU … read more...

Unexpected GPU Introduction A Positive For AMD

via: SeekingAlpha at 2019-01-11 15:43:58:000

Advanced Micro Devices ( AMD ) CEO Lisa Su keynote at CES 2019 was much hyped by the company. Contrary to wide spread investor expectations that the big news would be about next generation x86 CPUs, it turned out that the main thrust of the CES keynote was AMDs ongoing foray into GPU … read more...

Unexpected GPU Introduction A Positive For AMD

via: SeekingAlpha at 2019-01-11 15:43:58:000

Advanced Micro Devices ( AMD ) CEO Lisa Su keynote at CES 2019 was much hyped by the company. Contrary to wide spread investor expectations that the big news would be about next generation x86 CPUs, it turned out that the main thrust of the CES keynote was AMDs ongoing foray into GPU … read more...

AMD Looks Too Expensive

via: SeekingAlpha at 2019-01-11 13:06:03:000

Image Source: Wikipedia Thesis There are a lot of rosy assumptions built into Advanced Micro Devices' (AMD) stock price that are normally reserved for companies with impeccable track record. AMD's irrational valuation is nothing new and might not be corrected anytime soon. But investment… read more...

AMD Looks Too Expensive

via: SeekingAlpha at 2019-01-11 13:06:03:000

Image Source: Wikipedia Thesis There are a lot of rosy assumptions built into Advanced Micro Devices' (AMD) stock price that are normally reserved for companies with impeccable track record. AMD's irrational valuation is nothing new and might not be corrected anytime soon. But investment… read more...

AMD Looks Too Expensive

via: SeekingAlpha at 2019-01-11 13:06:03:000

Image Source: Wikipedia Thesis There are a lot of rosy assumptions built into Advanced Micro Devices' (AMD) stock price that are normally reserved for companies with impeccable track record. AMD's irrational valuation is nothing new and might not be corrected anytime soon. But investment… read more...

AMD sues MediaTek for patent infringement

via: SeekingAlpha at 2019-01-11 12:06:05:000

Advanced Micro Devices ( AMD +0.4% ) has sued Taiwan's MediaTek, seeking royalties on a range of products AMD says infringes two patents. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

AMD sues MediaTek for patent infringement

via: SeekingAlpha at 2019-01-11 12:06:05:000

Advanced Micro Devices ( AMD +0.4% ) has sued Taiwan's MediaTek, seeking royalties on a range of products AMD says infringes two patents. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

AMD sues MediaTek for patent infringement

via: SeekingAlpha at 2019-01-11 12:06:05:000

Advanced Micro Devices ( AMD +0.4% ) has sued Taiwan's MediaTek, seeking royalties on a range of products AMD says infringes two patents. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Road To Financial Independence: My December 100-Stock Portfolio Review

via: SeekingAlpha at 2019-01-09 16:08:43:000

First of all, Happy New Year everybody! Similarly to 2017, 2018 closed with a bang, this time however the December rally from 2017 was replaced with the Christmas rout of 2018. The absolute low was reached on Christmas Eve but I had already spent too much during the year that I was lacking f… read more...

Road To Financial Independence: My December 100-Stock Portfolio Review

via: SeekingAlpha at 2019-01-09 16:08:43:000

First of all, Happy New Year everybody! Similarly to 2017, 2018 closed with a bang, this time however the December rally from 2017 was replaced with the Christmas rout of 2018. The absolute low was reached on Christmas Eve but I had already spent too much during the year that I was lacking f… read more...

AMD demos 7nm gaming GPU

via: SeekingAlpha at 2019-01-09 14:49:24:000

AMD (NASDAQ: AMD ) slides 1.8% after its #CES19 keynote , which featured 7nm products: More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD demos 7nm gaming GPU

via: SeekingAlpha at 2019-01-09 14:49:24:000

AMD (NASDAQ: AMD ) slides 1.8% after its #CES19 keynote , which featured 7nm products: More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Here's why Advanced Micro and Nvidia could be your best buys in chip space

via: CNBC at 2019-01-09 09:00:00:000

No summary available. read more...

Here's why Advanced Micro and Nvidia could be your best buys in chip space

via: CNBC at 2019-01-09 09:00:00:000

No summary available. read more...

Big CES Announcements Are TVs And PCs

via: SeekingAlpha at 2019-01-09 04:11:16:000

What's old is new again, or so it seems at this year's CES trade show in Las Vegas. After years of gadgets, drones and other gizmos grabbing the headlines, a lot of the big announcements from this year's show are coming from some of the oldest categories: TVs and PCs. To be sure, there are p… read more...

Big CES Announcements Are TVs And PCs

via: SeekingAlpha at 2019-01-09 04:11:16:000

What's old is new again, or so it seems at this year's CES trade show in Las Vegas. After years of gadgets, drones and other gizmos grabbing the headlines, a lot of the big announcements from this year's show are coming from some of the oldest categories: TVs and PCs. To be sure, there are p… read more...

AMD Faces A Steep Decline On Surging Volatility

via: SeekingAlpha at 2019-01-08 11:32:54:000

Advanced Micro Devices ( AMD ) stock may be on the verge of a steep drop in the coming weeks based on technical analysis. Additionally, options betting is suggesting traders see massive volatility for the stock during the coming quarter. The negative sentiment comes despite the company chipp… read more...

How AMD's Revenue Drivers Are Alive And Well

via: SeekingAlpha at 2019-01-08 10:47:08:000

As CES 2019 gets underway from Jan. 8-11, savvy technology investors will question if the seasonal strength pushing shares of Advanced Micro Devices ( AMD ) back to $20 will last. Two other factors also will drive AMDs stock price in the coming weeks and months. Near term, the quar… read more...

3 High-Flying Stocks To Sell Before A Bear Market

via: SeekingAlpha at 2019-01-07 09:15:00:000

Recently we featured three safe stocks to get you through a bear market . This week we're going in the opposite direction and picking three stocks that performed well in 2018 but look overvalued as the market grows more volatile. Advanced Micro Devices ( AMD ), TripAdvisor ( TRIP ), and Adv… read more...

Asian Markets Gain On Trade Talk Optimism (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2019-01-07 08:11:22:000

Today's Top Stories: Asian markets gain on trade talk optimism; trade talks with China begin; and Nvidia launches lower-priced graphics card. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find all Se… read more...

Wall Street Breakfast: CES Kicks Off

via: SeekingAlpha at 2019-01-07 07:11:21:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). Asian markets registered gains today on optimism that trade talks between the U.S. and China will move in the right d… read more...

Huawei launches next-generation chipset for servers as it aims to become a top 5 cloud player

via: CNBC at 2019-01-07 01:42:00:000

No summary available. read more...

Stocks To Watch: CES Headlines Action-Packed Week

via: SeekingAlpha at 2019-01-05 09:01:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Like action? What a week ahead with a cavalcade of companies due to present across … read more...

Stocks To Watch: CES Headlines Action-Packed Week

via: SeekingAlpha at 2019-01-05 09:01:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Like action? What a week ahead with a cavalcade of companies due to present across … read more...

Shares of Boeing and AMD will rise 50% over the next three years, tech investor predicts

via: CNBC at 2019-01-04 18:28:00:000

No summary available. read more...

Top 5 Tech Trends For 2019

via: SeekingAlpha at 2019-01-04 08:54:15:000

As we approach the end of 2018, I take a look at what I view as the top 5 tech trends for 2019. 5G has the potential to create a surge in several other tech areas and is rated as my number 1 tech trend for 2019. The 2016 chart below gives McKinsey's view on where the big money in tech will f… read more...

Key Takeaways From Our Visits To Japan/Taiwan

via: SeekingAlpha at 2019-01-04 01:37:32:000

DRAM contract prices to slide until 2Q19; Cascade and edge computing will save server DRAM We visited major IT hardware (H/W) companies in Japan and Taiwan from November 26 to 30 to address the key topics of interest in the IT H/W sector. What we learned from our visits are as follows: 1) … read more...

AMD: Poised To Repeat In 2019

via: SeekingAlpha at 2019-01-03 16:01:20:000

One of my favorite picks in 2018 faltered to end the year. By all accounts, Advanced Micro Devices ( AMD ) had a huge year, but some in the market view the year as a failure with questioned prospects going forward. The reality is that a secular shift presents AMD with the ability to repeat t… read more...

The Best Performing Stocks Of 2018

via: SeekingAlpha at 2019-01-03 05:24:53:000

The average stock in the large-cap Russell 1,000 index fell 9.18% in 2018. Nine percent of stocks in the index gained more than 20% in 2018, while 35% of stocks fell 20% or more. Below is a list of the 40 best performing stocks in the index in 2018. Twilio (TWLO) took the top spot with a gai… read more...

Dow futures drop more than 300 points as tech shares get hit after hours on a warning from Apple

via: CNBC at 2019-01-02 16:37:00:000

No summary available. read more...

AMD: My Top Tech Pick For 2018 Was The S&P 500's Top Performer - I Recommend Holding On For 2019

via: SeekingAlpha at 2019-01-02 15:50:25:000

Over the past three years, as a contributor on Seeking Alpha, I have written several articles about Advanced Micro Devices ( AMD ). At the start of 2018, I made AMD my top tech pick for 2018 , and since then the company has returned roughly 80%. As Seeking Alpha's own rankings showed , this … read more...

Kevin's 'Triple Threat' Portfolio: FY 2018 Review

via: SeekingAlpha at 2019-01-02 01:39:38:000

A New Way Forward In my portfolio introduction in May 2018 , I introduced the first phase of my portfolio building plan which started in February 2017. This base included high yield REITs which supplied me with around $5,000 in cash dividends per year. I contributed $65,0… read more...

Scorecard for the markets in 2018

via: SeekingAlpha at 2019-01-01 05:12:04:000

U.S. Indices More news on: Merck & Co Inc., Pfizer Inc., Microsoft Corporation, Top stock market news, News on the U.S. economy, Global news and forex, Read more … read more...

Centene finishes first, Coty last on S&P 500 for 2018

via: SeekingAlpha at 2018-12-31 22:28:43:000

Health care firm Centene (NYSE: CNC ) is 2018's biggest winner and beauty company Coty (NYSE: COTY ) the biggest loser on the S&P 500 index. More news on: Centene Corporation, Coty Inc., Advanced Micro Devices, Inc., Read more … read more...

Tough quarter leaves semis in the red

via: SeekingAlpha at 2018-12-31 13:28:05:000

The Philadelphia Semiconductor Index is heading towards the end of the year down 16% this quarter and 8% YTD. But the index is up 1.3% today. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Skyworks Solutions, Inc., Tech stocks news, , Ne… read more...

Intel: The 15 Plus Year Breakout - Part 3

via: SeekingAlpha at 2018-12-31 13:19:34:000

I wanted to update my article series on Intel's ( INTC ) long term breakout that began in 2014-2015. This has been a fun exercise focusing on longer-term charts, valuation metrics, and standard operating concerns like margins and cash flow. The stock has performed well over the years and held … read more...

Here are the best and worst performing stocks of this tough and volatile year for the market

via: CNBC at 2018-12-31 12:15:00:000

No summary available. read more...

Chip stocks set for worst quarter in a decade. Here's why some say now is the time to buy the dip

via: CNBC at 2018-12-31 08:53:00:000

No summary available. read more...

The Auction Market And Why Investors Should Have A Look

via: SeekingAlpha at 2018-12-31 05:35:26:000

As the year draws to a close, people tend to evaluate the results over the past 12 months. This is true for many areas, may it be sports (e.g., who was the best-scoring football player in Europe's top league; which NFL quarterback accounted for most touchdowns in pre-season, etc.), or markets … read more...

RBC cuts Nvidia target, warns on ASPs

via: SeekingAlpha at 2018-12-27 08:35:52:000

RBC maintains an Outperform rating on Nvidia (NASDAQ: NVDA ) but lowers the target from $230 to $200. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

RBC cuts Nvidia target, warns on ASPs

via: SeekingAlpha at 2018-12-27 08:35:52:000

RBC maintains an Outperform rating on Nvidia (NASDAQ: NVDA ) but lowers the target from $230 to $200. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

RBC cuts Nvidia target, warns on ASPs

via: SeekingAlpha at 2018-12-27 08:35:52:000

RBC maintains an Outperform rating on Nvidia (NASDAQ: NVDA ) but lowers the target from $230 to $200. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Marvell Technology: Leading The Charge In Technological Innovation

via: SeekingAlpha at 2018-12-26 17:37:12:000

A Diamond In The Rough Marvell Technology Group ( MRVL ) was recently upgraded by Citi from a hold to a buy. The company which designs, develops, and markets analog, mixed-signal, digital signal processing, and embedded and standalone integrated circuits has had a down year so far, declini… read more...

Mark Hibben Positions For 2019: Better Days Ahead For Tech

via: SeekingAlpha at 2018-12-26 09:01:00:000

Is tech's tumble a worrying sign? Mark Hibben , who has been following tech stocks on Seeking Alpha since 2013, along with handling his Rethink Technology Marketplace service, thinks the fall presents an opportunity. Also, in this article, Hibben presents his thoughts on the large shifts … read more...

Nvidia: Headed For $100

via: SeekingAlpha at 2018-12-23 13:40:09:000

Crypto Bubble Hit Nvidia Harder Than Expected After the fiscal Q3'2019 report, the majority of the sell-side community was utterly shocked by the size of Nvidia's (NASDAQ: NVDA ) miss. Nvidia has had a phenomenal track record of delivering beat-and-raise quarters. Revenue of $3.18 billio… read more...

Nvidia: Headed For $100

via: SeekingAlpha at 2018-12-23 13:40:09:000

Crypto Bubble Hit Nvidia Harder Than Expected After the fiscal Q3'2019 report, the majority of the sell-side community was utterly shocked by the size of Nvidia's (NASDAQ: NVDA ) miss. Nvidia has had a phenomenal track record of delivering beat-and-raise quarters. Revenue of $3.18 billio… read more...

Nvidia: Headed For $100

via: SeekingAlpha at 2018-12-23 13:40:09:000

Crypto Bubble Hit Nvidia Harder Than Expected After the fiscal Q3'2019 report, the majority of the sell-side community was utterly shocked by the size of Nvidia's (NASDAQ: NVDA ) miss. Nvidia has had a phenomenal track record of delivering beat-and-raise quarters. Revenue of $3.18 billio… read more...

Nvidia's 54 percent plunge this quarter makes it the biggest loser in S&P 500

via: CNBC at 2018-12-21 16:05:00:000

No summary available. read more...

Nvidia's 54 percent plunge this quarter makes it the biggest loser in S&P 500

via: CNBC at 2018-12-21 16:05:00:000

No summary available. read more...

As defensive trade breaks down, trader sees one patch of safety

via: CNBC at 2018-12-21 12:53:00:000

No summary available. read more...

As defensive trade breaks down, trader sees one patch of safety

via: CNBC at 2018-12-21 12:53:00:000

No summary available. read more...

Nasdaq dips into bear market territory briefly Thursday as investors bail on Apple, Amazon

via: CNBC at 2018-12-20 13:26:00:000

No summary available. read more...

Semi stocks slide after Fed hike

via: SeekingAlpha at 2018-12-19 14:39:41:000

Semi stocks slide after the Fed rate hike with the Philadelphia Semiconductor index down 1% . Top movers include ( NVDA -2.7% ), ( NXPI -3.3% ), ( AMD -2.1% ), and ( ON -3.3% ). More news on: NVIDIA Corporation, NXP Semiconductors, Advanced Micro Devices, Inc., Tech stocks ne… read more...

AMD: What To Watch In 2019 (Part 1)

via: SeekingAlpha at 2018-12-19 08:03:49:000

So far, so good. It looks like 2018 has been another great year for Advanced Micro Devices ( AMD ). Although AMD stock has fallen off its incredible highs from a couple of month ago, it has still almost doubled year-to-date. Long-term investors might whine about the slump, but in the grand sch… read more...

RBC positive on AMD joining Nasdaq 100

via: SeekingAlpha at 2018-12-18 07:17:41:000

RBC Capital Markets analyst Mitch Steves sees "a small near-term positive impact" for AMD (NASDAQ: AMD ) from joining the Nasdaq 100. More news on: Advanced Micro Devices, Inc., NetApp, Inc., VeriSign, Inc., Tech stocks news, Stocks on the move, Read more … read more...

S&P 500 closes near its low for the year in volatile session on Wall Street

via: CNBC at 2018-12-17 22:23:00:000

No summary available. read more...

The Chip Stocks Have Bottomed

via: SeekingAlpha at 2018-12-16 19:05:53:000

Now that the trade war has officially been put on ice, two short-term trades to scoop up out there for the taking would be chip leaders Advanced Micro Devices ( AMD ) and Nvidia ( NVDA ). Even though I am still bearish on the chip sector as a whole, the mini rapprochement signals a much-need… read more...

Cramer's game plan: Bargains may not be enough to attract buyers

via: CNBC at 2018-12-14 18:15:00:000

No summary available. read more...

Cramer's game plan: Bargains may not be enough to attract buyers

via: CNBC at 2018-12-14 18:15:00:000

No summary available. read more...

Cramer's game plan: Bargains may not be enough to attract buyers

via: CNBC at 2018-12-14 18:15:00:000

No summary available. read more...

Intel Readies The Nukes For ARMed Battle As It Leads Competition To Barren Wasteland

via: SeekingAlpha at 2018-12-14 16:18:08:000

Investment Thesis Intel is financially firing on all cylinders but sentiment towards the stock has soured recently. Now the title it has enjoyed as the undisputed and dominant force in computer processor technology is at risk. The all-important and lucrative server business is in jeopardy…. read more...

Intel Readies The Nukes For ARMed Battle As It Leads Competition To Barren Wasteland

via: SeekingAlpha at 2018-12-14 16:18:08:000

Investment Thesis Intel is financially firing on all cylinders but sentiment towards the stock has soured recently. Now the title it has enjoyed as the undisputed and dominant force in computer processor technology is at risk. The all-important and lucrative server business is in jeopardy…. read more...

Intel Readies The Nukes For ARMed Battle As It Leads Competition To Barren Wasteland

via: SeekingAlpha at 2018-12-14 16:18:08:000

Investment Thesis Intel is financially firing on all cylinders but sentiment towards the stock has soured recently. Now the title it has enjoyed as the undisputed and dominant force in computer processor technology is at risk. The all-important and lucrative server business is in jeopardy…. read more...

The S&P 500 And You: Why Most Investors Did Not Beat The Market In 2018

via: SeekingAlpha at 2018-12-14 13:24:25:000

Underperformed your benchmarks this year? There are quite a few reasons why that likely occurred most of which are reoccurring. As we get into the close of what has been a very tough Q4, I wanted to disseminate the data I generally put together each December on S&P 500 ( SPY ) c… read more...

The S&P 500 And You: Why Most Investors Did Not Beat The Market In 2018

via: SeekingAlpha at 2018-12-14 13:24:25:000

Underperformed your benchmarks this year? There are quite a few reasons why that likely occurred most of which are reoccurring. As we get into the close of what has been a very tough Q4, I wanted to disseminate the data I generally put together each December on S&P 500 ( SPY ) c… read more...

The S&P 500 And You: Why Most Investors Did Not Beat The Market In 2018

via: SeekingAlpha at 2018-12-14 13:24:25:000

Underperformed your benchmarks this year? There are quite a few reasons why that likely occurred most of which are reoccurring. As we get into the close of what has been a very tough Q4, I wanted to disseminate the data I generally put together each December on S&P 500 ( SPY ) c… read more...

Nvidia, AMD get target trims on pricing

via: SeekingAlpha at 2018-12-14 07:43:31:000

Mizuho analyst Vijay Rakesh trims his Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) targets but keeps both at a Buy rating. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Nvidia, AMD get target trims on pricing

via: SeekingAlpha at 2018-12-14 07:43:31:000

Mizuho analyst Vijay Rakesh trims his Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) targets but keeps both at a Buy rating. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Nvidia, AMD get target trims on pricing

via: SeekingAlpha at 2018-12-14 07:43:31:000

Mizuho analyst Vijay Rakesh trims his Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ) targets but keeps both at a Buy rating. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Baird trims AMD target on 2019 headwinds

via: SeekingAlpha at 2018-12-13 08:55:49:000

Baird maintains a Neutral rating on AMD (NASDAQ: AMD ) but lowers the target from $25 to $23. More news on: Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Here are the stocks that will get the biggest boost if US-China trade talks are successful: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Here are the stocks that would get the biggest boost if US and China near a trade deal: Cramer

via: CNBC at 2018-12-12 18:12:00:000

No summary available. read more...

Why Won't Western Digital Shares Stage A Comeback?

via: SeekingAlpha at 2018-12-12 13:40:06:000

Ever since Western Digital ( WDC ) reported quarterly earnings that included a weak outlook for NAND storage, shares kept falling. With the stock also offering a generous dividend yield, investors are not on board with the company at this time. In the last three weeks, five out of the last… read more...

Deep Value And The FAANG Hedge With Michael Wiggins De Oliveira (Podcast)

via: SeekingAlpha at 2018-12-12 08:30:37:000

One of the famed Warren Buffett concepts is the 'circle of competence'. Invest in what you understand, in other words. What you understand should not be a static circle, but all the same it's better to stick to what you know. That transfers over to the Marketplace, where our authors have bui… read more...

What One Sector Offers Safety As Markets Get Roiled?

via: SeekingAlpha at 2018-12-10 11:42:07:000

The sharp drop in stocks that rocked markets earlier this year, in February and March 2018, became a distant memory. Tax cuts and repatriation of foreign assets back to the U.S. supported the rise in stocks in the spring and summer. As investors now know, mere threats of the U.S.-China tarif… read more...

Advanced Micro Devices: Time To Take The Plunge?

via: SeekingAlpha at 2018-12-07 17:36:00:000

The correction of chip maker Advanced Micro Devices ( AMD ) opens up an entry opportunity for investors that believe that the company will continue to see strong revenue growth on the back of its critically-acclaimed Ryzen desktop and mobile processors. Advanced Micro Devices' shares have fa… read more...

Advanced Micro Devices: Time To Take The Plunge?

via: SeekingAlpha at 2018-12-07 17:36:00:000

The correction of chip maker Advanced Micro Devices ( AMD ) opens up an entry opportunity for investors that believe that the company will continue to see strong revenue growth on the back of its critically-acclaimed Ryzen desktop and mobile processors. Advanced Micro Devices' shares have fa… read more...

Advanced Micro Devices: Time To Take The Plunge?

via: SeekingAlpha at 2018-12-07 17:36:00:000

The correction of chip maker Advanced Micro Devices ( AMD ) opens up an entry opportunity for investors that believe that the company will continue to see strong revenue growth on the back of its critically-acclaimed Ryzen desktop and mobile processors. Advanced Micro Devices' shares have fa… read more...

ARMed Attack: Intel And AMD Do Not See The Torpedo Headed Their Way

via: SeekingAlpha at 2018-12-07 16:09:00:000

Apologies in advance for all the ARM wordplay, Im only human. At least its not pot stock puns. UnARMed Under its visionary leader, Steve Ballmer, Microsoft ( MSFT ) went from a company whose operating system ran 90% of computing devices in the world to, um, not that. … read more...

ARMed Attack: Intel And AMD Do Not See The Torpedo Headed Their Way

via: SeekingAlpha at 2018-12-07 16:09:00:000

Apologies in advance for all the ARM wordplay, Im only human. At least its not pot stock puns. UnARMed Under its visionary leader, Steve Ballmer, Microsoft ( MSFT ) went from a company whose operating system ran 90% of computing devices in the world to, um, not that. … read more...

ARMed Attack: Intel And AMD Do Not See The Torpedo Headed Their Way

via: SeekingAlpha at 2018-12-07 16:09:00:000

Apologies in advance for all the ARM wordplay, Im only human. At least its not pot stock puns. UnARMed Under its visionary leader, Steve Ballmer, Microsoft ( MSFT ) went from a company whose operating system ran 90% of computing devices in the world to, um, not that. … read more...

Technology - Top 5 Gainers / Losers as of 3.00 PM

via: SeekingAlpha at 2018-12-07 15:00:11:000

Gainers: Domo (NASDAQ: DOMO ) +27% .Uxin Limited (NASDAQ: UXIN ) +26% . Qualstar Corporation (NASDAQ: QBAK ) +21% . Innodata (NASDAQ: INOD ) +15% . Professional Diversity Network (NASDAQ: IPDN ) +14% . More news on: Domo Technologies, Uxin, Qualstar Corporation, Tech sto… read more...

Technology - Top 5 Gainers / Losers as of 3.00 PM

via: SeekingAlpha at 2018-12-07 15:00:11:000

Gainers: Domo (NASDAQ: DOMO ) +27% .Uxin Limited (NASDAQ: UXIN ) +26% . Qualstar Corporation (NASDAQ: QBAK ) +21% . Innodata (NASDAQ: INOD ) +15% . Professional Diversity Network (NASDAQ: IPDN ) +14% . More news on: Domo Technologies, Uxin, Qualstar Corporation, Tech sto… read more...

Technology - Top 5 Gainers / Losers as of 3.00 PM

via: SeekingAlpha at 2018-12-07 15:00:11:000

Gainers: Domo (NASDAQ: DOMO ) +27% .Uxin Limited (NASDAQ: UXIN ) +26% . Qualstar Corporation (NASDAQ: QBAK ) +21% . Innodata (NASDAQ: INOD ) +15% . Professional Diversity Network (NASDAQ: IPDN ) +14% . More news on: Domo Technologies, Uxin, Qualstar Corporation, Tech sto… read more...

AMD: Brace Yourselves, Winter Hype Is Coming (And Profits)

via: SeekingAlpha at 2018-12-07 12:29:57:000

Is it a good time to buy AMD ( AMD )? Well "yes" and "no." "Yes" in the fact the company is doing very well with its CPU efforts and is well set to improve in GPU via next-generation GPU code names Navi. Yet, the overall market is experiencing great uncertainty via rising interest rates, an … read more...

AMD: Brace Yourselves, Winter Hype Is Coming (And Profits)

via: SeekingAlpha at 2018-12-07 12:29:57:000

Is it a good time to buy AMD ( AMD )? Well "yes" and "no." "Yes" in the fact the company is doing very well with its CPU efforts and is well set to improve in GPU via next-generation GPU code names Navi. Yet, the overall market is experiencing great uncertainty via rising interest rates, an … read more...

AMD: Brace Yourselves, Winter Hype Is Coming (And Profits)

via: SeekingAlpha at 2018-12-07 12:29:57:000

Is it a good time to buy AMD ( AMD )? Well "yes" and "no." "Yes" in the fact the company is doing very well with its CPU efforts and is well set to improve in GPU via next-generation GPU code names Navi. Yet, the overall market is experiencing great uncertainty via rising interest rates, an … read more...

Do Valuations Matter For AMD Heading Into 2019?

via: SeekingAlpha at 2018-12-04 16:20:08:000

In the four years that CEO Lisa Su led Advanced Micro Devices ( AMD ), shareholders who held through its darkest days were rewarded. More recently, markets got ahead of the stocks fundamentals, and cratered just as analysts assigned price targets in the range of $30 - $40. The near… read more...

Do Valuations Matter For AMD Heading Into 2019?

via: SeekingAlpha at 2018-12-04 16:20:08:000

In the four years that CEO Lisa Su led Advanced Micro Devices ( AMD ), shareholders who held through its darkest days were rewarded. More recently, markets got ahead of the stocks fundamentals, and cratered just as analysts assigned price targets in the range of $30 - $40. The near… read more...

Do Valuations Matter For AMD Heading Into 2019?

via: SeekingAlpha at 2018-12-04 16:20:08:000

In the four years that CEO Lisa Su led Advanced Micro Devices ( AMD ), shareholders who held through its darkest days were rewarded. More recently, markets got ahead of the stocks fundamentals, and cratered just as analysts assigned price targets in the range of $30 - $40. The near… read more...

Intel shares fall after downgrade: 'It takes forever to turn the ship'

via: CNBC at 2018-12-04 09:05:00:000

No summary available. read more...

Intel shares fall after downgrade: 'It takes forever to turn the ship'

via: CNBC at 2018-12-04 09:05:00:000

No summary available. read more...

Intel shares fall after downgrade: 'It takes forever to turn the ship'

via: CNBC at 2018-12-04 09:05:00:000

No summary available. read more...

Technology - Top 5 Gainers / Losers as of 3.00 PM

via: SeekingAlpha at 2018-12-03 15:00:24:000

More news on: Elastic, SITO Mobile, Ltd., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, , Read more … read more...

Avoid AMD: The Bull Thesis Is Flawed

via: SeekingAlpha at 2018-12-03 14:34:55:000

Advanced Micro Devices ( AMD ) bulls argue that the company is poised to take share in the market for datacenter CPU chips, benefit from continued growth in high-end gaming GPU chips, and expand operating margins, all of which justify the current high trading multiple on the stock. In my opi… read more...

After The Fall: What Does Nvidia Do From Here?

via: SeekingAlpha at 2018-12-03 07:15:00:000

Seeking Alpha puts out a lot of ideas, and a lot of those ideas are well received by different audiences. A lot are not well received by different audiences. It's what makes a market and the nature of a crowdsourced platform. You can't please all the people all the time, especially when diff… read more...

Buy Intel: 5.9% Shareholder Yield And Plenty Of Growth

via: SeekingAlpha at 2018-12-03 02:31:32:000

Intels Business Transformation Intel ( INTC ) is in the fourth year of a business transformation. Intels industry thesis is very cogent: the world of computing is moving away from being PC-centric to being data-centric. Furthermore, selling to datacenters is more than just … read more...

Nvidia's Crypto Time Bomb: Perception Vs. Reality

via: SeekingAlpha at 2018-11-30 12:22:39:000

Rethink Technology business briefs for Nov. 30, 2018. The Crypto Scapegoat The troubled RTX 2080 Ti. Source: Nvidia . Nvidia's ( NVDA ) fiscal 2019 Q3 results were the occasion of much focus on crypto mining and the impact of crypto due to its guidance for Q4. In fact, Nvidia's … read more...

Nvidia's Crypto Time Bomb: Perception Vs. Reality

via: SeekingAlpha at 2018-11-30 12:22:39:000

Rethink Technology business briefs for Nov. 30, 2018. The Crypto Scapegoat The troubled RTX 2080 Ti. Source: Nvidia . Nvidia's ( NVDA ) fiscal 2019 Q3 results were the occasion of much focus on crypto mining and the impact of crypto due to its guidance for Q4. In fact, Nvidia's … read more...

Nvidia's Crypto Time Bomb: Perception Vs. Reality

via: SeekingAlpha at 2018-11-30 12:22:39:000

Rethink Technology business briefs for Nov. 30, 2018. The Crypto Scapegoat The troubled RTX 2080 Ti. Source: Nvidia . Nvidia's ( NVDA ) fiscal 2019 Q3 results were the occasion of much focus on crypto mining and the impact of crypto due to its guidance for Q4. In fact, Nvidia's … read more...

Amazon.com's Graviton CPU: A New War, A Lost Battle

via: SeekingAlpha at 2018-11-28 08:43:01:000

Amazon.com ( AMZN ) just had a surprise announcement : Its starting to offer AWS instances (EC2 A1) based on ARM CPUs. More than that, its starting to offer such instances based on its own-designed CPU no less. This CPU is named Graviton. This is the start of… read more...

Amazon.com's Graviton CPU: A New War, A Lost Battle

via: SeekingAlpha at 2018-11-28 08:43:01:000

Amazon.com ( AMZN ) just had a surprise announcement : Its starting to offer AWS instances (EC2 A1) based on ARM CPUs. More than that, its starting to offer such instances based on its own-designed CPU no less. This CPU is named Graviton. This is the start of… read more...

AMD, Nvidia gain as analyst sees GPU rebound

via: SeekingAlpha at 2018-11-28 08:32:10:000

Mizuho Securities analyst Vijay Rakesh sees GPU prices starting to rebound and says it's a "big positive" for Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ). More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD, Nvidia gain as analyst sees GPU rebound

via: SeekingAlpha at 2018-11-28 08:32:10:000

Mizuho Securities analyst Vijay Rakesh sees GPU prices starting to rebound and says it's a "big positive" for Nvidia (NASDAQ: NVDA ) and AMD (NASDAQ: AMD ). More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Advanced Micro Devices, Inc. (AMD) CEO Lisa Su presents at 22nd Annual Credit Suisse Technology, Media & Telecom Brokers Conference (Transcript)

via: SeekingAlpha at 2018-11-27 14:14:04:000

Advanced Micro Devices, Inc. (AMD) 22nd Annual Credit Suisse Technology, Media & Telecom Brokers Conference November 27, 2018 12:00 ET Executives Lisa Su - President and Chief Executive Officer Analysts John Pitzer - Credit Suisse Presentation John Pitzer My name … read more...

AWS using more efficient ARM server chips

via: SeekingAlpha at 2018-11-27 12:10:30:000

Amazon ( AMZN +0.4% ) Web Services begins using more efficient ARM-based server chips with the AWS Graviton Processors announced at the re:Invent conference. More news on: Amazon.com, Inc., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Amazon's cloud unit launches Arm-based server chips

via: CNBC at 2018-11-27 00:04:00:000

No summary available. read more...

Nvidia: A Buy, But Not Yet

via: SeekingAlpha at 2018-11-26 16:09:56:000

(Source: Nvidia website ) Investment Thesis Since the stock of Nvidia Corporation ( NVDA ) peaked back on October 1st near $290, it has fallen by 50%, with roughly two-fifths of the drop coming after the company reported earnings on November 15th. Amidst the wreckage, I look at whether th… read more...

Nvidia's Stock Faces Even Steeper Declines

via: SeekingAlpha at 2018-11-26 12:22:32:000

Nvidia Corp.'s ( NVDA ) stock has suddenly fallen out of favor with investors collapsing 50% over the past month. Now, the stock may fall another 16% percent based on technical analysis, from its current price of $145. Even worse, Nvidia may drop by as much as 32% when comparing its valuation … read more...

Nvidia: It's Not Too Late

via: SeekingAlpha at 2018-11-26 11:35:21:000

Nvidia - It Has Plunged But Has It Bottomed? Nvidia Corp. ( NVDA ) plunged following its third quarter fiscal 2019 results announcement and a downside guidance. It might have felt like dj vu to some, as the share price of Nvidia also fell after the release of its Q2 FY2019 resu… read more...

AMD: Holding Up

via: SeekingAlpha at 2018-11-21 12:42:08:000

Investment Thesis Advanced Micro Devices ( AMD ) is an overvalued investment. It is priced unrealistically high, in the hopes that its business continues to grow at a fast clip. My contention is that by Q1 2019, AMD will fall to a more realistic valuation, once last year's tough comps have h… read more...

AMD: Holding Up

via: SeekingAlpha at 2018-11-21 12:42:08:000

Investment Thesis Advanced Micro Devices ( AMD ) is an overvalued investment. It is priced unrealistically high, in the hopes that its business continues to grow at a fast clip. My contention is that by Q1 2019, AMD will fall to a more realistic valuation, once last year's tough comps have h… read more...

AMD: Holding Up

via: SeekingAlpha at 2018-11-21 12:42:08:000

Investment Thesis Advanced Micro Devices ( AMD ) is an overvalued investment. It is priced unrealistically high, in the hopes that its business continues to grow at a fast clip. My contention is that by Q1 2019, AMD will fall to a more realistic valuation, once last year's tough comps have h… read more...

AMD: Holding Up

via: SeekingAlpha at 2018-11-21 12:42:08:000

Investment Thesis Advanced Micro Devices ( AMD ) is an overvalued investment. It is priced unrealistically high, in the hopes that its business continues to grow at a fast clip. My contention is that by Q1 2019, AMD will fall to a more realistic valuation, once last year's tough comps have h… read more...

Why Is Intel Up And Semiconductors Down?

via: SeekingAlpha at 2018-11-21 12:24:25:000

Intel ( INTC ) trades at a P/E of 11. This is inconsistent with its financial performance because of concerns about the semiconductor market trends, which it does not follow. Intel is both undervalued and should continue to produce exceptional growth. The dividend yield is 2.5% and the board a… read more...

Why Is Intel Up And Semiconductors Down?

via: SeekingAlpha at 2018-11-21 12:24:25:000

Intel ( INTC ) trades at a P/E of 11. This is inconsistent with its financial performance because of concerns about the semiconductor market trends, which it does not follow. Intel is both undervalued and should continue to produce exceptional growth. The dividend yield is 2.5% and the board a… read more...

Why Is Intel Up And Semiconductors Down?

via: SeekingAlpha at 2018-11-21 12:24:25:000

Intel ( INTC ) trades at a P/E of 11. This is inconsistent with its financial performance because of concerns about the semiconductor market trends, which it does not follow. Intel is both undervalued and should continue to produce exceptional growth. The dividend yield is 2.5% and the board a… read more...

Why Is Intel Up And Semiconductors Down?

via: SeekingAlpha at 2018-11-21 12:24:25:000

Intel ( INTC ) trades at a P/E of 11. This is inconsistent with its financial performance because of concerns about the semiconductor market trends, which it does not follow. Intel is both undervalued and should continue to produce exceptional growth. The dividend yield is 2.5% and the board a… read more...

Visiting The Tech Washout

via: SeekingAlpha at 2018-11-21 09:53:36:000

by Daniel Shvartsman It's Thanksgiving week in U.S. markets, a three-day week followed by binging on turkey and then a half-hearted day of trading. This may come as a relief to markets, which have had a bumpy Q4 as you no doubt already know. ^IXIC data by YCharts Tech and small-c… read more...

Visiting The Tech Washout

via: SeekingAlpha at 2018-11-21 09:53:36:000

by Daniel Shvartsman It's Thanksgiving week in U.S. markets, a three-day week followed by binging on turkey and then a half-hearted day of trading. This may come as a relief to markets, which have had a bumpy Q4 as you no doubt already know. ^IXIC data by YCharts Tech and small-c… read more...

Visiting The Tech Washout

via: SeekingAlpha at 2018-11-21 09:53:36:000

by Daniel Shvartsman It's Thanksgiving week in U.S. markets, a three-day week followed by binging on turkey and then a half-hearted day of trading. This may come as a relief to markets, which have had a bumpy Q4 as you no doubt already know. ^IXIC data by YCharts Tech and small-c… read more...

Visiting The Tech Washout

via: SeekingAlpha at 2018-11-21 09:53:36:000

by Daniel Shvartsman It's Thanksgiving week in U.S. markets, a three-day week followed by binging on turkey and then a half-hearted day of trading. This may come as a relief to markets, which have had a bumpy Q4 as you no doubt already know. ^IXIC data by YCharts Tech and small-c… read more...

Chips drop on Micron downgrade, iPhone demand

via: SeekingAlpha at 2018-11-20 10:28:19:000

Chip stocks are feeling the pressure from Bair's two-notch downgrade for Micron citing falling memory prices. Apple iPhone demand concerns continue with Goldman slashing its target on iPhone XR weakness, pushing down chips and Apple's supply chain. More news on: Qualcomm Inc., Maxim Integr… read more...

Retail sector hammered after earnings dump

via: SeekingAlpha at 2018-11-20 09:21:08:000

Eastside Distilling (NASDAQ: EAST ) -16% on pricing $8M equity offering. More news on: Eastside Distilling, Inc., Target Corporation, Kohl's Corporation, Stocks on the move, , Read more … read more...

Nvidia Prospects Look Much Worse Under The Hood

via: SeekingAlpha at 2018-11-20 07:08:16:000

Nvidia ( NVDA ) Q3 revenues came slightly below consensus at $3.18B and the non-GAAP EPS came in above consensus at $1.84. The EPS beat was due to tax benefit. Nevertheless, the quarter, while below consensus, appears respectable at first look (image below) But, as we already know from Q2… read more...

Buy Nvidia: The Bull Thesis Is Still Intact

via: SeekingAlpha at 2018-11-19 21:36:41:000

Nvidia ( NVDA ) has turned into a battleground stock as of late with bears calling for a significant slowdown in growth and citing a high valuation multiple. Nvidia did indeed miss its quarterly earnings expectations last week, which sent the stock down an additional 19% from already depressed… read more...

Intel: The One Chip To Own

via: SeekingAlpha at 2018-11-19 18:49:57:000

US markets have been hit hard in recent weeks, especially in the semiconductor sector. For investors who are worried, it's time to remember an age old adage, that is, remain with best in breed. If there's anything that we've learned over the past month, during Q3 2018 earnings season, it's t… read more...

Nvidia: A Little Light, Not Just Crypto

via: SeekingAlpha at 2018-11-19 11:01:00:000

We called out in a report Nov. 12th , ahead of Nvidia's (NASDAQ: NVDA ) earnings, that there was risk. But after seeing the numbers I think there's some bigger issues than just crypto channel inventories. I think their mid-priced RTX is going to have issues selling through. And Datacenter s… read more...

Nvidia falls 12 percent after revenue and guidance miss

via: CNBC at 2018-11-19 10:25:00:000

No summary available. read more...

Chips drop on iPhone cut, Nvidia inventory build

via: SeekingAlpha at 2018-11-19 10:08:44:000

Chip stocks fall after reports of another Apple iPhone production cut and questions about how quickly Nvidia can clear its inventory build. More news on: Microchip Technology Incorporated, ASML Holding N.V., Marvell Technology Group, Ltd., Tech stocks news, Stocks on the move, , Top stock … read more...

Nvidia Plunges: Growth Is Gone

via: SeekingAlpha at 2018-11-16 18:43:56:000

After the bell on Thursday, chipmaker Nvidia ( NVDA ) saw its shares plunge 15% after the company's fiscal third quarter report . While the company beat on the bottom line and increased its capital return plan for shareholders, revenues missed and guidance was abysmal. For the near term, th… read more...

Nvidia Plunges: Growth Is Gone

via: SeekingAlpha at 2018-11-16 18:43:56:000

After the bell on Thursday, chipmaker Nvidia ( NVDA ) saw its shares plunge 15% after the company's fiscal third quarter report . While the company beat on the bottom line and increased its capital return plan for shareholders, revenues missed and guidance was abysmal. For the near term, th… read more...

Nvidia Plunges: Growth Is Gone

via: SeekingAlpha at 2018-11-16 18:43:56:000

After the bell on Thursday, chipmaker Nvidia ( NVDA ) saw its shares plunge 15% after the company's fiscal third quarter report . While the company beat on the bottom line and increased its capital return plan for shareholders, revenues missed and guidance was abysmal. For the near term, th… read more...

NVDA, ESEA, AMAT and AMD among premarket losers

via: SeekingAlpha at 2018-11-16 09:15:17:000

Euroseas ESEA -28% on Q3 earnings . More news on: Advanced Micro Devices, Inc., Sphere 3D Corp., Stocks on the move, , Read more … read more...

NVDA, ESEA, AMAT and AMD among premarket losers

via: SeekingAlpha at 2018-11-16 09:15:17:000

Euroseas ESEA -28% on Q3 earnings . More news on: Advanced Micro Devices, Inc., Sphere 3D Corp., Stocks on the move, , Read more … read more...

NVDA, ESEA, AMAT and AMD among premarket losers

via: SeekingAlpha at 2018-11-16 09:15:17:000

Euroseas ESEA -28% on Q3 earnings . More news on: Advanced Micro Devices, Inc., Sphere 3D Corp., Stocks on the move, , Read more … read more...

Nvidia tumbles 19% after missing on revenue and guidance

via: CNBC at 2018-11-16 08:53:00:000

No summary available. read more...

Nvidia tumbles 19% after missing on revenue and guidance

via: CNBC at 2018-11-16 08:53:00:000

No summary available. read more...

Nvidia tumbles 19% after missing on revenue and guidance

via: CNBC at 2018-11-16 08:53:00:000

No summary available. read more...

Nvidia -17% on downside guide as crypto boom ends

via: SeekingAlpha at 2018-11-15 16:45:07:000

Nvidia (NASDAQ: NVDA ) plunges 16.6% on Q3 results that beat EPS estimates with a reported $1.84 but missed on revenue with $3.18B. The report included downside guidance and the absence of cryptocurrency mining, which also took out AMDs (NASDAQ: AMD ) -6.6% l… read more...

Holding Nvidia Stock Will Pay Off Due To Two Impenetrable Moats

via: SeekingAlpha at 2018-11-15 11:38:02:000

Tech stocks are getting slammed right now, and Nvidia ( NVDA ) may be one of Wall Streets biggest losers in the sell-off that began last month and continued into this week. Nvidias stock has seen a 30-day high of $292 and a whiplash low of $176 equaling a 40% plunge in… read more...

AMD: Big Horizon

via: SeekingAlpha at 2018-11-15 10:29:25:000

The recent dip in Advanced Micro Devices ( AMD ) to below $17 and Monday's drop to $19 are rare opportunities to own a tech company on a major dip in front of a massive new product release. The Next Horizon event highlighted the big opportunity in the datacenter, reinforcing our bulli… read more...

MACOM earnings gives semis a boost

via: SeekingAlpha at 2018-11-14 12:02:43:000

MACOM ( MTSI +18.7% ) continues to soar after last nights earnings report, which offered mixed results with an in-line guide. The boost is taking along some broad line and IC semiconductor peers. More news on: MACOM Technology Solutions Holdings, Inc., Applied Optoelectronics, I… read more...

Road To Financial Independence: Growing Dividends, Endless Opportunities But Limited Capital

via: SeekingAlpha at 2018-11-14 08:50:00:000

October was another really intense month as ongoing trade woes, a hawkish interest rate environment and purely black-and-white earnings season mixed a toxic cocktail for most of the stocks. At times with the markets slipping into 10% correction mode the selling into the close was extreme and… read more...

A 'perfect storm' is brewing for chips stocks, and that may mean the worst is yet to come

via: CNBC at 2018-11-13 07:52:00:000

No summary available. read more...

Market Bottom Signs - Cramer's Mad Money (11/12/18)

via: SeekingAlpha at 2018-11-13 07:41:02:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday , November 12. After the selloff on Monday, Cramer noticed that money managers are buying the winners and selling the losers. "Unfortunately, there are a heck of a lot more losers than winners, and … read more...

AMD: 2019 Target Prices

via: SeekingAlpha at 2018-11-12 20:59:19:000

It has been five weeks since Advanced Micro Devices ( AMD ) Q3 earnings release , or ER. It looks like AMD's stock finally has gone through the unusual post-ER and mid-term election volatility. Maybe this is a good time to value AMD shares based on the company's forecast fundamentals…. read more...

AMD Shorts Still Leaving

via: SeekingAlpha at 2018-11-12 16:01:35:000

It was nearly a month ago that I detailed the continued decrease in short interest for chipmaker Advanced Micro Devices ( AMD ). As the stock continued to rise thanks to a multi-year turnaround, bears seemed to be fleeing quickly. Interestingly enough, the company's poor Q3 earnings report… read more...

The year's best-performing tech stock - AMD - got crushed

via: CNBC at 2018-11-12 14:14:00:000

No summary available. read more...

Amazon closes in bear market a little more than two months after hitting $1 trillion market cap

via: CNBC at 2018-11-12 12:31:00:000

No summary available. read more...

Nvidia: Earnings Report Risk

via: SeekingAlpha at 2018-11-12 10:54:29:000

Nvidia (NASDAQ: NVDA ) reports earnings on Thursday after the close. There's no argument it's a great company. But there's some near-term headwinds. Channel inventories and a general video game slowdown in the US and China make this quarter and the guide a little tougher. Who doesn't want to… read more...

Podcast: Samsung Developer Conference, AMD 7nm, Google Policies

via: SeekingAlpha at 2018-11-11 01:28:14:000

This weeks Tech.pinions podcast features Carolina Milanesi and Bob ODonnell discussing Samsungs (SSNLF) Developer Conference and the announcements around their Bixby assistant platform and Infinity Flex foldable smartphone display, [[AMD]]s unveiling of their 7… read more...

Nvidia's Fiscal 2019 Q3 Earnings: Little Impact From Crypto

via: SeekingAlpha at 2018-11-09 16:20:58:000

Rethink Technology business briefs for November 9, 2018. Why the crypto decline doesn't hurt Nvidia An Asus mining card using an Nvidia GPU and no video outputs. Source: Asus . Yesterday, Morgan Stanley analyst Joseph Moore is reported to have lowered his price target for Nvidia… read more...

Nvidia's Fiscal 2019 Q3 Earnings: Little Impact From Crypto

via: SeekingAlpha at 2018-11-09 16:20:58:000

Rethink Technology business briefs for November 9, 2018. Why the crypto decline doesn't hurt Nvidia An Asus mining card using an Nvidia GPU and no video outputs. Source: Asus . Yesterday, Morgan Stanley analyst Joseph Moore is reported to have lowered his price target for Nvidia… read more...

Chips slide after Skyworks' Q1 warning

via: SeekingAlpha at 2018-11-09 10:59:30:000

Chip stocks are seeing red after Skyworks reported downside Q1 guidance on premium smartphone weakness and softness in China. More news on: VanEck Vectors Semiconductor ETF, Ultra Clean Holdings, Inc., Qorvo, Inc, Tech stocks news, Stocks on the move, , News on ETFs, Read more … read more...

Chips slide after Skyworks' Q1 warning

via: SeekingAlpha at 2018-11-09 10:59:30:000

Chip stocks are seeing red after Skyworks reported downside Q1 guidance on premium smartphone weakness and softness in China. More news on: VanEck Vectors Semiconductor ETF, Ultra Clean Holdings, Inc., Qorvo, Inc, Tech stocks news, Stocks on the move, , News on ETFs, Read more … read more...

Why The Economic Slowdown Will Rattle Stock Investors

via: SeekingAlpha at 2018-11-08 17:44:09:000

The economy, as measured by gross domestic product ((GDP)), grew at 4.2% in the second quarter. It slowed to 3.5% in the third quarter. Meanwhile, Q4 projections have been coming in closer to 2.9%. An optimistic take would be to exclaim that the 2% pace that has been the hall… read more...

Cloud plays may be 'best tech stocks to own' as 2018 ends: Cramer

via: CNBC at 2018-11-07 18:31:00:000

No summary available. read more...

Cloud plays may be 'best tech stocks to own' as 2018 ends: Cramer

via: CNBC at 2018-11-07 18:31:00:000

No summary available. read more...

Analysts approve of AMD's AWS instances, 7nm data center GPUs

via: SeekingAlpha at 2018-11-07 14:34:28:000

Stifel analyst Kevin Cassidy approves of AMDs ( AMD +4.7% ) launch of the 7nm Vega-based data center GPUs Radeon Instinct MI60 and MI50. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Analysts approve of AMD's AWS instances, 7nm data center GPUs

via: SeekingAlpha at 2018-11-07 14:34:28:000

Stifel analyst Kevin Cassidy approves of AMDs ( AMD +4.7% ) launch of the 7nm Vega-based data center GPUs Radeon Instinct MI60 and MI50. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD: Chase Earnings, Not Stock Prices

via: SeekingAlpha at 2018-11-07 11:54:00:000

A Prelude About Earnings Following stock trends is one way to invest. I strongly believe in letting the market dictate. But to build conviction and get big, earnings are the true driver to stocks and the way to build confidence in what you hold. Most of the big money that's pushing sto… read more...

AMD: Chase Earnings, Not Stock Prices

via: SeekingAlpha at 2018-11-07 11:54:00:000

A Prelude About Earnings Following stock trends is one way to invest. I strongly believe in letting the market dictate. But to build conviction and get big, earnings are the true driver to stocks and the way to build confidence in what you hold. Most of the big money that's pushing sto… read more...

AMD shares rise after chipmaker announces new business from Amazon's cloud unit

via: CNBC at 2018-11-06 12:39:00:000

No summary available. read more...

AMD +5.6% on Next Horizon event, AWS instances announcement

via: SeekingAlpha at 2018-11-06 12:32:20:000

Advanced Micro Devices (NASDAQ: AMD ) gains 5.6% as the Next Horizon event kicks off with the announcement that the first AMD EPYC processor-based instances are now available on Amazon Elastic Compute Cloud on AWS. More news on: Advanced Micro Devices, Inc., Tech stocks news,… read more...

Tech Stock Trade Rally

via: SeekingAlpha at 2018-11-06 12:17:55:000

Today there were two reports out of China signaling a trade deal is in the offing. China's Vice President Wang Qishan said in no uncertain terms, "the Chinese side is ready to have discussions." Music to my ears. The other report was that China and the US are meeting Friday to settle s… read more...

Looking Beyond The Election (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-11-04 06:30:58:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look f… read more...

Looking Beyond The Election (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-11-04 06:30:58:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look f… read more...

Stocks To Watch: Looking Beyond The Election

via: SeekingAlpha at 2018-11-03 09:26:43:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Yep, there is an election next week that's going to steal some headlines, but inves… read more...

Best And Worst Performing S&P 500 Stocks On Earnings

via: SeekingAlpha at 2018-11-03 09:02:23:000

Below is a list of the best performing S&P 500 stocks on their earnings reaction days so far this season. Under Armour (UAA) (UA) ranks at the very top of the list with a huge one-day gain of 27.71% after it reported a triple play on October 30th. (A triple play is a company that beats EPS… read more...

Nvidia and two other chip names could be a buy amid the big tech volatility

via: CNBC at 2018-11-02 13:10:00:000

No summary available. read more...

The Terrifying Chart Formation That Is Setting Up

via: SeekingAlpha at 2018-11-02 09:47:36:000

This being Halloween, I don't want to sound like I'm whistling by the graveyard. But what I am about to say will scare the daylights out of you. I hate to say I told you so, but my prediction a year ago that the bull market would end on May 10, 2019 at 4:00 PM is starting to look pretty good… read more...

Data Center REITs: Tech Trouble

via: SeekingAlpha at 2018-11-02 02:58:42:000

REIT Rankings: Data Centers In our REIT Rankings series, we introduce and update readers to each of the commercial and residential real estate sectors. We rank REITs within the sectors based on both common and unique valuation metrics, presenting investors with numerous options that fi… read more...

The stock market lost nearly $2 trillion in October. Here's what happened

via: CNBC at 2018-10-31 14:07:00:000

No summary available. read more...

The stock market lost nearly $2 trillion in October. Here's what happened

via: CNBC at 2018-10-31 14:07:00:000

No summary available. read more...

Intel Has An 'Epyc' Surge?

via: SeekingAlpha at 2018-10-31 11:26:54:000

Q3 results are out for both Advanced Micro Devices ( AMD ) and Intel ( INTC ). In the current installment of this series I look at the results to see if the new AMD chips are having a significant impact on Intel. With INTC trading just below $47, it's finally at a good value. What did I t… read more...

Intel Has An 'Epyc' Surge?

via: SeekingAlpha at 2018-10-31 11:26:54:000

Q3 results are out for both Advanced Micro Devices ( AMD ) and Intel ( INTC ). In the current installment of this series I look at the results to see if the new AMD chips are having a significant impact on Intel. With INTC trading just below $47, it's finally at a good value. What did I t… read more...

Nvidia is pacing for its worst month in a decade, but now is the time to buy, JPMorgan says in upgrade

via: CNBC at 2018-10-31 09:27:00:000

No summary available. read more...

Nvidia is pacing for its worst month in a decade, but now is the time to buy, JPMorgan says in upgrade

via: CNBC at 2018-10-31 09:27:00:000

No summary available. read more...

AMD: Misunderstood Story

via: SeekingAlpha at 2018-10-30 19:47:59:000

Advanced Micro Devices ( AMD ) couldn't have picked a worse month to report misunderstood revenues. The market plunged 3% on average during the day prior to releasing mixed Q3 results. T he market wasn't going to parse the data before selling the stock in after-hours trading leading to ro… read more...

They Are Not The Same: Why Nvidia Stands Heads And Shoulders Over AMD

via: SeekingAlpha at 2018-10-30 05:30:09:000

AMD ( AMD ) and Nvidia ( NVDA ) are two semiconductor names which have seen great investor interest as demand for their products are picking up due to the long term trends of gaming and data processing. While both have seen very similar share price trajectories, I show in this article why they… read more...

AMD: The Chips Are Down

via: SeekingAlpha at 2018-10-29 13:12:55:000

Figure 1. AMD reported third quarter earnings (Source: AMD ) In my last article on AMD (AMD), I estimated the fair value of AMD to be $19.70 using an earnings multiple approach and called the stock 50% overvalued. That article was published about a month ago when AMD was trading at $31…. read more...

AMD: The Sinister Urge - A Short Goes Long

via: SeekingAlpha at 2018-10-29 11:36:31:000

The sinister urge… that deep feeling within us all to buy that stock that's a falling knife. To gamble on that stock that's such a deal because it has dropped. Yesterday we closed out our short position in AMD (AMD) and today we gave in partially to the sinister urge. Having been bearish i... read more...

(Bank Of) America: Don't Let Me Down, Again

via: SeekingAlpha at 2018-10-29 11:28:40:000

Don't Let Me Down - Take I The original "Don't Let Me Down" belongs to the legendary Beatles: Although the song is not about one's beloved stock (…), it certainly can be interpreted that way nowadays, especially if you are (for example) long Advanced Micro Devices ( AMD ). ... read more...

Chip Stocks: Patience And A Long-Term Perspective Will Lead To Your Financial Success

via: SeekingAlpha at 2018-10-29 06:10:22:000

Worry And Patience These two concepts I have struggled with in various degrees during my life worrying too much and not having enough patience. While not entirely opposite of each other, there is a strong correlation between the two. If you worry, you are probably not being pati… read more...

The End Of Tech Selling (For Now)

via: SeekingAlpha at 2018-10-28 18:10:48:000

When we put up this chart in March, and suggested Technology stocks were due to die a painful death, at least in relative terms, we were given many reasons why this time is different. Source: The End Of Tech (for Now) This time was not different. QQQ Total Return Price data by … read more...

AMD: Q3 2018 Results, Shares Fall - Part 2

via: SeekingAlpha at 2018-10-28 17:30:28:000

Investment Thesis This article is the follow on from my previous article on AMD's ( AMD ) Q3 2018 results, aptly named Q3 2018 Results, Shares Fall - Part 1 . This new article focuses on AMD long-term financial targets and its capital structure. I give my reasons for why continue to … read more...

Apple Looks To Recharge Tech Sector (Stocks To Watch Podcast)

via: SeekingAlpha at 2018-10-28 09:11:09:000

Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, and other key events that could impact stocks. If you are interested in listening to Stocks To Watch to start your Sunday, look for… read more...

Apple Looks To Recharge Tech Sector

via: SeekingAlpha at 2018-10-27 08:44:22:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Investors are being put to the rest with major indexes now down sharply on the year… read more...

Crash Protection Kicks In For AMD

via: SeekingAlpha at 2018-10-26 13:03:34:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ) AMD Shares Fall Back To Earth Last month, I presented a cost-effective hedge for AMD ( AMD ) shareholders ("In Case AMD Falls Back To Earth"). Since then, shares of AMD are down more than 41%, with the last leg of the drop… read more...

Semis slide on rough weak of misses, warnings

via: SeekingAlpha at 2018-10-26 11:59:37:000

Semi equipment names slide as a rough week got harder after Western Digitals earnings report included a flash pricing warning. The Philadelphia Semiconductor Index is down 1.7% . More news on: Texas Instruments Inc., STMicroelectronics NV, Advanced Micro Devices, Inc.,… read more...

AMD: Why I Loved Q3 Earnings

via: SeekingAlpha at 2018-10-26 10:55:20:000

At the risk of sticking my neck out, I am going to come out and say it: I am very happy with Advanced Micro Devices' ( AMD ) latest earnings report . Not so much the market's reaction to it, but AMD always moves in mysterious ways. I know much will be made of weakness in AMD's top-line perfor… read more...

Here's why the slump in semiconductor stocks may be a sign the US economy is slowing down

via: CNBC at 2018-10-26 09:06:00:000

No summary available. read more...

Chip stocks telegraphed this sell-off back in early September and now signal more trouble ahead

via: CNBC at 2018-10-26 07:40:00:000

No summary available. read more...

Intel up slightly on big earnings beat

via: CNBC at 2018-10-25 15:30:00:000

No summary available. read more...

Earnings related tickers top technology movers (10/25/2018)

via: SeekingAlpha at 2018-10-25 15:01:05:000

Gainers: UPWK +16% . GLUU +16% . TWTR +16% . MORN +16% . XLNX +15% . More news on: Upwork, Glu Mobile Inc., Twitter, Inc., Tech stocks news, Top stock market news, Stocks on the move, , Read more … read more...

INVESTOR ALERT: Ademi & O'Reilly, LLP Investigates Whether Advanced Micro Devices Inc. (AMD) Violated Securities Laws

via: PR Newswire at 2018-10-25 14:17:00:000

MILWAUKEE , Oct. 25, 2018 /PRNewswire/ --Ademi & O'Reilly, LLP announces an investigation of Advanced Micro Devices Inc. (AMD) for possible violations of securities laws. If you lost money on yourAMD investment, you are encouraged to contact us at: http://ademilaw.com/… read more...

AMD Should Get A Pass For Now

via: SeekingAlpha at 2018-10-25 13:17:34:000

One of Thursday's biggest losers is Advanced Micro Devices ( AMD ), even though shares are well off their after-hours lows from Wednesday afternoon. The company's third quarter results failed to impress as Q3 revenues fell short and revenue guidance was surprisingly low. For now, I'll willin… read more...

The Signal Event - Will The Dam Hold?

via: SeekingAlpha at 2018-10-25 12:52:46:000

"A 60:40 allocation to passive long-only equities and bonds has been a great proposition for the last 35 years We are profoundly worried that this could be a risky allocation over the next 10." Sanford C. Bernstein & Company Analysts (January 2017) Bull markets a… read more...

Don't Let The Sun Go Down On Me

via: SeekingAlpha at 2018-10-25 12:10:42:000

Don't Look Down! Remember that we warned yesterday (10/23/2018) about the Dow Jones breaking its historic record streak ? Well, it's not officially over. The Dow ETF ( DIA ) closed today (10/24/2018) below its 200-day moving average for the first time since March 2016, ending the longest … read more...

AMD: Revenue Disappoints And Guidance Is Even Worse

via: SeekingAlpha at 2018-10-25 12:10:08:000

(Google) Summary It was a brutal earnings day for Advanced Micro Devices ( AMD ). AMD missed top-line guidance by $50 million and missed on GAAP earnings, although non-GAAP earnings beat expectations. Shares were in free-fall after hours, dropping 22% after having already fallen 9%… read more...

A lot just happened in markets over the last 24 hours: Here's what you should know

via: CNBC at 2018-10-25 11:28:00:000

No summary available. read more...

Analysts adjust AMD targets, comment on that revenue miss

via: SeekingAlpha at 2018-10-25 11:18:04:000

Analysts are out with adjustments and comments following AMDs ( AMD -14.8% ) revenue miss yesterday that was driven by a drop in GPU sales as cryptocurrency mining played a negligible role in the quarter. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks… read more...

AMD: Q3 2018 Results, Shares Fall - Part 1

via: SeekingAlpha at 2018-10-25 10:43:33:000

Executive Summary It is no secret on SA that I have been bearish on AMD ( AMD ) since $14 per share (roughly $14 billion) last year. Accordingly, reasonable minds would understand that if I was bearish at $14 billion then at $32 billion market cap I obviously find AMD to be an unreasonably r… read more...

Cramer Remix: One line in AMD's earnings report was enough to hurt the stock

via: CNBC at 2018-10-24 19:00:00:000

No summary available. read more...

Advanced Micro Devices, Inc. 2018 Q3 - Results - Earnings Call Slides

via: SeekingAlpha at 2018-10-24 17:54:46:000

The following slide deck was published by Advanced Micro Devices, Inc. in conjunction with their 2018 Q3 earnings Read more … read more...

Tesla, Advanced Micro Devices among AH movers (10/24/2018)

via: SeekingAlpha at 2018-10-24 17:39:26:000

Top Gainers: TSLA +13.4% . XLNX +12.2% . WHR +9.9% . ECHO +8.9% . CC +7.5% . More news on: Tesla, Inc., Xilinx, Inc., Whirlpool Corporation, Stocks on the move, , News on ETFs, Top stock market news, Read more … read more...

Stocks making the biggest moves after hours: Tesla, AMD, Ford and more

via: CNBC at 2018-10-24 17:31:00:000

No summary available. read more...

Chip stocks suffer their biggest drop in nearly 10 years

via: CNBC at 2018-10-24 17:27:00:000

No summary available. read more...

AMD plunges 22% on Q3 revenue miss, weak guidance; crypto revenue vanishes

via: SeekingAlpha at 2018-10-24 16:57:08:000

AMD (NASDAQ: AMD ) plunges 21.5% after Q3 results missed revenue by $50M with a reported $1.65B. Non-GAAP EPS narrowly beat by a penny at $0.13 but GAAP EPS missed by as much with $0.09. The company stumbled in the Computing and Graphics segment, where blockchain-related GPU sal… read more...

Advanced Micro Devices beats by $0.01, misses on revenue

via: SeekingAlpha at 2018-10-24 16:32:35:000

Advanced Micro Devices (NASDAQ: AMD ): Q3 Non-GAAP EPS of $0.13 beats by $0.01 ; GAAP EPS of $0.09 misses by $0.01 . Revenue of $1.65B (+4.4% Y/Y) misses by $50M . Shares -13% . Press Release More news on: Advanced Micro Devices, Inc., Earnings news and commentary, Tech stocks … read more...

Nvidia: Headwinds On The Horizon

via: SeekingAlpha at 2018-10-24 15:57:36:000

Nvidia: Investor Sentiment Has Turned Bearish In August, in my initiation article on Nvidia ( NVDA ), I noted the positive outlook presented by the management, but at the same time, investor sentiment on the stock appeared to be reversing. "However, the investor sentiment seems to be turn… read more...

Chip stocks are getting crushed ahead of AMD earnings - here's what to watch

via: CNBC at 2018-10-24 15:19:00:000

No summary available. read more...

Advanced Micro Devices: Trade Carefully My Friends

via: SeekingAlpha at 2018-10-24 14:28:01:000

This is the first quarter that going into earnings I feel as though the outlook is very murky for Advanced Micro Devices ( AMD ). On one hand, we have strong AMD CPU demand in Germany via the Mindfactory data ; on the other hand, we have declining average-selling prices for AMD processors and… read more...

Notable earnings after Wednesday's close

via: SeekingAlpha at 2018-10-23 17:35:30:000

ABX , AEM , AFL , AGNC , AHL , AKR , ALGN , ALGT , AMD , ANIK , ARI , ASGN , AX , AXS , AZPN , BHE , CCMP , CLB , CLGX , CLS , CMRE , CTXS , CUZ , CVBF , CVRR , DLB , DRE , ECHO , EFX , EIG , ELY , EQC , ETH , F , FFIV , FNF , FR , FTI , FWRD , GG , … read more...

Chip stocks could plunge another 8 percent before hitting bottom, technician warns

via: CNBC at 2018-10-23 07:15:00:000

No summary available. read more...

AMD: The Past Is Not A Limitation

via: SeekingAlpha at 2018-10-22 18:17:17:000

Ironically, the negative analyst ratings have become more vocal as Advanced Micro Devices ( AMD ) has plunged from yearly highs above $34. My investment thesis has held that the market isn't generally that bullish on the stock despite the massive rally in the stock off the 2016 lows. The… read more...

Did Shares Of Advanced Micro Devices Deserve A 'Sell' Rating?

via: SeekingAlpha at 2018-10-22 14:45:50:000

When Advanced Micro Devices ( AMD ) fell a decisive 11 percent last week on Friday, October 19, traders may have attributed it to a general sell-off in chip stocks, a downgrade, or simply pre-earnings jitters. Bulls and bears have big bets on AMD going their way, so as the downtrend in the s… read more...

AMD +6.4% after two target boosts

via: SeekingAlpha at 2018-10-22 12:00:50:000

UBS raises its AMD (NASDAQ: AMD ) target from $17 to $25 while maintaining a Neutral rating. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

BofAML: Semi correction normal, here's what to buy

via: SeekingAlpha at 2018-10-22 11:35:39:000

Bank of America Merrill Lynch says a 10% correction of the Philadelphia Semiconductor Index happens one to two times a year and the current one is the tenth since the recovery began in 2010. More news on: NVIDIA Corporation, Broadcom Limited, Texas Instruments Inc., Tech stocks news, Stoc… read more...

Game Plan For The Week - Cramer's Mad Money (10/19/18)

via: SeekingAlpha at 2018-10-22 07:35:56:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday , October 19. The coming week is big on earnings and it could be tough for the companies tied to China or the Fed. "My watchword remains the same: if a company has any of its fortunes tied to China … read more...

Response To New Street Research's AMD Note

via: SeekingAlpha at 2018-10-21 23:49:18:000

This is going to be a quick article that I feel compelled to write after literally slamming my head on my desk while reading news coverage about AMD Inc. (AMD) and the new report from New Street Research. On Friday, October 19th, 2018, Pierre Ferragu from New Street Research has sent out a r… read more...

Stocks To Watch: Tech Earnings Bellwethers Set To Test Rally

via: SeekingAlpha at 2018-10-20 09:20:31:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. It was a return to (relative) stability for stocks this week after losses that hit … read more...

Stocks To Watch: Tech Earnings Bellwethers Set To Test Rally

via: SeekingAlpha at 2018-10-20 09:20:31:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. It was a return to (relative) stability for stocks this week after losses that hit … read more...

Cramer's game plan: Companies tied to China or the Fed are 'guilty until proven innocent'

via: CNBC at 2018-10-19 18:10:00:000

No summary available. read more...

AMD -2.4% on new Sell rating

via: SeekingAlpha at 2018-10-19 11:51:45:000

New Street Research initiates AMD (NASDAQ: AMD ) at Sell with an $18 price target, a 32% downside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Stock Exchange: Are You Trying To Be Right Or To Be Successful?

via: SeekingAlpha at 2018-10-19 10:56:11:000

The Stock Exchange is all about trading. Each week we do the following: discuss an important issue for traders; highlight several technical trading methods, including current ideas; feature advice from top traders and writers; and provide a few (minority) reactions from fundamental a… read more...

AMD: What If The Stars Align For EPYC?

via: SeekingAlpha at 2018-10-19 10:37:28:000

In a recent article titled " AMD: EPYC and $1 EPS ", I evaluated what it would take for EPYC to justify Advanced Micro Devices' ( AMD ) current valuation. I argued that AMD's valuation would be justified if EPYC took AMD from where it is today to an EPS of $1 within the next 1-3 years - which … read more...

Xilinx: Nvidia's Next Big AI Rival

via: SeekingAlpha at 2018-10-18 23:31:03:000

In September, Evercore ISI unveiled its Magnificent 7 of semiconductor stocks. On the list were the usual suspects including Nvidia ( NVDA ) and Micron ( MU ) but also some unexpected ones like Xilinx Inc. ( XLNX ), the leader in field programmable gate … read more...

Intel, AMD And Nvidia Are No Longer A Zero-Sum Game

via: SeekingAlpha at 2018-10-17 14:29:40:000

There's this prevailing view that Intel ( INTC ) and Advanced Micro Devices ( AMD ) split the CPU market, with Nvidia ( NVDA ) and AMD sharing the GPU market. Accordingly, the market tends to use market share changes and stock price changes interchangeably. For example, Intels Q2 ear… read more...

Intel, AMD And Nvidia Are No Longer A Zero-Sum Game

via: SeekingAlpha at 2018-10-17 14:29:40:000

There's this prevailing view that Intel ( INTC ) and Advanced Micro Devices ( AMD ) split the CPU market, with Nvidia ( NVDA ) and AMD sharing the GPU market. Accordingly, the market tends to use market share changes and stock price changes interchangeably. For example, Intels Q2 ear… read more...

Meet the new eSports/gaming ETF

via: SeekingAlpha at 2018-10-17 13:55:50:000

VanEck announces the launch of the VanEck Vectors Video Gaming and eSports ETF (NYSEARCA: ESPO ). More news on: VanEck Vectors Video Gaming and eSports ETF, Tencent Holding Ltd. ADR, Tencent Holding Ltd., Consumer stocks news, Tech stocks news, News on ETFs, Read more … read more...

Meet the new eSports/gaming ETF

via: SeekingAlpha at 2018-10-17 13:55:50:000

VanEck announces the launch of the VanEck Vectors Video Gaming and eSports ETF (NYSEARCA: ESPO ). More news on: VanEck Vectors Video Gaming and eSports ETF, Tencent Holding Ltd. ADR, Tencent Holding Ltd., Consumer stocks news, Tech stocks news, News on ETFs, Read more … read more...

Tech lunch break: Earnings boost semis, pull down services

via: SeekingAlpha at 2018-10-17 12:40:04:000

Tech stocks are treading water with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 0.2% , the S&P 500 IT Index is down 0.3% , and the Philadelphia Semiconductor Index is down 0.1% compared to the 0.07% dip for the S&P 500. … read more...

Tech lunch break: Earnings boost semis, pull down services

via: SeekingAlpha at 2018-10-17 12:40:04:000

Tech stocks are treading water with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) is down 0.2% , the S&P 500 IT Index is down 0.3% , and the Philadelphia Semiconductor Index is down 0.1% compared to the 0.07% dip for the S&P 500. … read more...

The Bear Case For Wayfair

via: SeekingAlpha at 2018-10-17 10:20:00:000

Wayfair, Inc. ( W ) is set to report Q3 earnings November 1st. This should be another huge quarter with anything less than 40% year-over-year revenue growth likely seen as a disappointment. Q2 revenues increased 47% year over year, reaching $5.7 billion over the last twelve months. Impressive … read more...

The Bear Case For Wayfair

via: SeekingAlpha at 2018-10-17 10:20:00:000

Wayfair, Inc. ( W ) is set to report Q3 earnings November 1st. This should be another huge quarter with anything less than 40% year-over-year revenue growth likely seen as a disappointment. Q2 revenues increased 47% year over year, reaching $5.7 billion over the last twelve months. Impressive … read more...

Morgan Stanley: Chip stocks aren't "out of the woods"

via: SeekingAlpha at 2018-10-16 15:19:32:000

Morgan Stanley doesnt think chip stocks are out of the woods despite todays recovery. The firm says oversupply problems look worse than those during the 2015 downturn when the Philadelphia Semiconductor Index declined 3.4% for the year. More news on: Adv… read more...

Tech lunch break: Twilio deal and Adobe guide drive software

via: SeekingAlpha at 2018-10-16 12:38:44:000

The tech sector is once again shaking off some dust with the Technology Select Sector SPDR Fund (NYSEARCA: XLK ) up 2.2% , the S&P 500 Index up 1.6% , the tech heavy Nasdaq 100 up 1.9% , and the Philadelphia Semiconductor Index is up 2.2% . More news on: Technol… read more...

What Is Market Share Worth?

via: SeekingAlpha at 2018-10-15 11:35:57:000

While the debate over Intel Corporation ( INTC ) vs. Advanced Micro Devices Inc. ( AMD ) has focused on the former's delays in ramping up its next generation of chips, the market is losing sight of the fact that everything has a price and AMD's market share gain is not worth the infinity st… read more...

AMD Short Interest Drops Again

via: SeekingAlpha at 2018-10-15 11:09:12:000

Despite the recent correction from its highs, mostly thanks to the market in a panic over rising interest rates, chipmaker Advanced Micro Devices ( AMD ) is still one of the year's biggest winners. As the company's turnaround has continued and it looks to steal share from giant Intel ( INTC … read more...

Protect Your Portfolio And Increase Returns By Focusing On Earnings Trends

via: SeekingAlpha at 2018-10-15 00:50:49:000

Simplicity is the ultimate sophistication. There is an almost infinite amount of variables to consider when making investment decisions. However, the smart thing to do is focusing on the variables that can have a stronger impact on your returns and risk in the market. At the end of the day, … read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

The Disconnect Between Memory Chip Output And Processing Equipment Sales: Part 1 Memory Chips

via: SeekingAlpha at 2018-10-12 16:29:17:000

On June 7, 2018, I wrote a Seeking Alpha article entitled "Memory Chips: The Interplay Of Equipment Spend, Process Migration, Capacity And Stock Prices." In the 4 months since that article, the stock prices of Micron Technology ( MU ) dropped from $59.63 on June 7 to $41.97 at the close on… read more...

AMD: Q3 German Numbers

via: SeekingAlpha at 2018-10-12 13:18:00:000

AMD's ( AMD ) fantastic bull run ended with Intel's ( INTC ) supply update letter. The letter rose doubts about how far will AMD will get with its Ryzen lineup, and AMD tumbled. Ryzen will be one of the most significant drivers of the Q3 performance, and Mr. market is assuming that if Intel … read more...

AMD: Q3 German Numbers

via: SeekingAlpha at 2018-10-12 13:18:00:000

AMD's ( AMD ) fantastic bull run ended with Intel's ( INTC ) supply update letter. The letter rose doubts about how far will AMD will get with its Ryzen lineup, and AMD tumbled. Ryzen will be one of the most significant drivers of the Q3 performance, and Mr. market is assuming that if Intel … read more...

AMD: Q3 German Numbers

via: SeekingAlpha at 2018-10-12 13:18:00:000

AMD's ( AMD ) fantastic bull run ended with Intel's ( INTC ) supply update letter. The letter rose doubts about how far will AMD will get with its Ryzen lineup, and AMD tumbled. Ryzen will be one of the most significant drivers of the Q3 performance, and Mr. market is assuming that if Intel … read more...

7 Up: Taiwan Semiconductor's 7-Nanometer Game-Changer

via: SeekingAlpha at 2018-10-12 12:31:34:000

Figure 1: Will 7nm be a game changer for TSMC? (Source: Wikipedia ) 2018 will be remembered as a significant year in TSMCs ( TSM ) corporate history. Founder Morris Chang retired on June 5 after leading the company for 31 years and pioneering the foundry business model that changed… read more...

7 Up: Taiwan Semiconductor's 7-Nanometer Game-Changer

via: SeekingAlpha at 2018-10-12 12:31:34:000

Figure 1: Will 7nm be a game changer for TSMC? (Source: Wikipedia ) 2018 will be remembered as a significant year in TSMCs ( TSM ) corporate history. Founder Morris Chang retired on June 5 after leading the company for 31 years and pioneering the foundry business model that changed… read more...

7 Up: Taiwan Semiconductor's 7-Nanometer Game-Changer

via: SeekingAlpha at 2018-10-12 12:31:34:000

Figure 1: Will 7nm be a game changer for TSMC? (Source: Wikipedia ) 2018 will be remembered as a significant year in TSMCs ( TSM ) corporate history. Founder Morris Chang retired on June 5 after leading the company for 31 years and pioneering the foundry business model that changed… read more...

Tech shares come roaring back in trading Friday, led by Netflix and Amazon

via: CNBC at 2018-10-12 08:10:00:000

No summary available. read more...

Tech shares come roaring back in trading Friday, led by Netflix and Amazon

via: CNBC at 2018-10-12 08:10:00:000

No summary available. read more...

Tech shares come roaring back in trading Friday, led by Netflix and Amazon

via: CNBC at 2018-10-12 08:10:00:000

No summary available. read more...

AMD: Risky Asset In A Fearful Market

via: SeekingAlpha at 2018-10-11 10:14:17:000

Investment Thesis It's no secret that I find AMD ( AMD ) to be a dangerous investment. Like most value investors, I showed up to the party way too early. But now, it would appear that the party is over for AMD. I remain steadfast in my belief that AMD is overvalued. Recent Developments … read more...

In this higher-growth market, investors are looking beyond FAANG

via: CNBC at 2018-10-11 07:00:00:000

No summary available. read more...

Andaz Private Investments Notes September 30, 2018

via: SeekingAlpha at 2018-10-11 06:30:00:000

Read more … read more...

AMD: More Magic Left

via: SeekingAlpha at 2018-10-10 16:36:05:000

Historically, Advanced Micro Devices ( AMD ) has generated a more volatile earnings trend than that of rival Intel ( INTC ). The weak link in the market always takes the hardest hit in down cycles as the market leader can squeeze profits. The recent dip in AMD to $26 is due in part to mi… read more...

Chip stocks are getting massacred in October - including AMD - on rising rates, downturn fears

via: CNBC at 2018-10-10 14:59:00:000

No summary available. read more...

AI chips drop on Huawei's new products

via: SeekingAlpha at 2018-10-10 09:49:26:000

Chinese tech giant Huawei unveils two new AI chips, Ascend 910 and Ascend 310, aimed at data centers and IoT consumer devices. More news on: NVIDIA Corporation, Qualcomm Inc., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, , Read more … read more...

Bad News From Micron Technology

via: SeekingAlpha at 2018-10-10 09:41:57:000

If your stomach was on edge before, then you must feel quite queasy now. Thats only if you didnt get rid of your chip stocks when I told you to. The chip sector has been rife with issues for quite some time now, and Ive been firing off bearish chip stories the past … read more...

Alpine Holdings: A Value And Fundamentals Portfolio

via: SeekingAlpha at 2018-10-09 10:59:49:000

Editor's note: Seeking Alpha is proud to welcome Alpine Holdings as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Backgroun… read more...

Buy Intel Stock Instead Of AMD (For Now)

via: SeekingAlpha at 2018-10-09 10:55:02:000

The market gets irrational more often the investors would care to admit. So, when shares of Intel Corporation ( INTC ) fell and traded at a steep discount, investors figured the market was pricing Advanced Micro Devices ( AMD ) market share gains in both the desktop and server market. … read more...

AMD Vs. Micron: A Tale Of 2 Cities

via: SeekingAlpha at 2018-10-08 16:39:39:000

"AMD was the best of times , Micron was the worst of times, Ryzen was the age of wisdom, UMC was the age of foolishness, EYPC was the season of light, DRAM/NAND was the season of darkness, 7nm was the spring of hope, trade war was the winter of despair." For the better part of… read more...

Road To Financial Independence: Best September Ever, Investing Into Technology Stocks Amid Mounting Trade Woes

via: SeekingAlpha at 2018-10-08 13:43:24:000

The stock markets continued their strong momentum from August in September setting new records despite increasing concerns on a full-scale trade war, an appreciating U.S. dollar, rising commodity cost and interest rates rising further. While the broad market indices set new records select t… read more...

AMD: Rally Justified, But Expect A Tougher Road Ahead

via: SeekingAlpha at 2018-10-08 11:24:18:000

Advanced Micro Devices ( AMD ) has had the wind sucked out of its parabolic move upward in its share price - but bulls see no reason to be concerned. Despite the fact that back half of year guidance came in light compared to what many were expecting, the difference is largely due to a fall-off… read more...

AMD: End Of Lock-Up Period, Shares Fall

via: SeekingAlpha at 2018-10-08 10:24:23:000

Executive Summary AMD's ( AMD ) share price has fallen in the past 4 days. I attribute this to Credit Suisse ( CS ) potentially selling their holding. Additionally, I discuss insider sales from the past 2 months. Lock-Up Agreement Comes To An End On July 30, 2018, AMD's largest sharehold… read more...

AMD, the hottest stock of the year, just fell into a bear market - here's when one technician would buy

via: CNBC at 2018-10-05 11:48:00:000

No summary available. read more...

AMD, the hottest stock of the year, just fell into a bear market - here's when one technician would buy

via: CNBC at 2018-10-05 11:48:00:000

No summary available. read more...

AMD, the hottest stock of the year, just fell into a bear market - here's when one technician would buy

via: CNBC at 2018-10-05 11:48:00:000

No summary available. read more...

AMD's Misery Is Intel's Fortune, Intel's Pain Is AMD's Gain

via: SeekingAlpha at 2018-10-05 01:10:23:000

Background 2018 has been a fantastic year for most semiconductor names, with one clear winner: AMD Total Return Price data by YCharts Advanced Micro Devices, Inc. ( AMD ) has, undoubtedly, been the fairest of them all thus far. Nonetheless, much of its lead came on the heels … read more...

AMD's Misery Is Intel's Fortune, Intel's Pain Is AMD's Gain

via: SeekingAlpha at 2018-10-05 01:10:23:000

Background 2018 has been a fantastic year for most semiconductor names, with one clear winner: AMD Total Return Price data by YCharts Advanced Micro Devices, Inc. ( AMD ) has, undoubtedly, been the fairest of them all thus far. Nonetheless, much of its lead came on the heels … read more...

AMD's Misery Is Intel's Fortune, Intel's Pain Is AMD's Gain

via: SeekingAlpha at 2018-10-05 01:10:23:000

Background 2018 has been a fantastic year for most semiconductor names, with one clear winner: AMD Total Return Price data by YCharts Advanced Micro Devices, Inc. ( AMD ) has, undoubtedly, been the fairest of them all thus far. Nonetheless, much of its lead came on the heels … read more...

Intel Undervalued At The End Of Moore's Law

via: SeekingAlpha at 2018-10-04 08:42:51:000

Moores law states that the number of chips on a transistor will double every 2 years. Intel ( INTC )stock has declined despite its strong financial performance. In April, 2018, the CEO (Brian Krzanich) admitted the 10nm chip was late due to poor yields. In June, 2018, the CEO resigned … read more...

Cramer: Between Western Digital and Micron, Micron's stock is the one worth owning

via: CNBC at 2018-10-03 18:34:00:000

No summary available. read more...

AMD: Why The Share Price Increased 200% This Year

via: SeekingAlpha at 2018-10-03 16:25:21:000

The Price Run Advanced Micro Devices, Inc. ( AMD ) operates in the semiconductor industry producing chipsets, microprocessors, and graphic processing units. AMD has managed to capitalise on the surge in demand within the industry by producing more innovative and efficient chips. As a resu… read more...

AMD: The Only Thing That Matters

via: SeekingAlpha at 2018-10-03 16:17:43:000

Advanced Micro Devices ( AMD ) is currently trading at bubble valuations. For a stock that generates half the gross margins of Intel Corp ( INTC ) and is far more cyclical, a multiple of 2X as much shows that bulls have gotten carried away and have bought the story hook, line and sinker. A… read more...

Intel gains, AMD plunges as analyst predicts faster 10nm ramp

via: SeekingAlpha at 2018-10-02 17:16:15:000

BlueFin Research Partners says Intels (NASDAQ: INTC ) 10nm production ramp could begin as early as April, up to six months earlier than current estimates. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Semi stocks trade up with few catalysts

via: SeekingAlpha at 2018-10-02 12:40:06:000

Semiconductor stocks are on the move heading into the afternoon without a load of associated catalysts. More news on: Micron Technology Inc., Analog Devices Inc., Intel Corporation, Tech stocks news, Stocks on the move, , Read more … read more...

Intel: Poor Business And Technology Direction, But No Real Damage

via: SeekingAlpha at 2018-10-02 09:29:05:000

Intel ( INTC ) has been battered and downgraded because of supply constraints, yield problems, and delays in introducing 10nm chips. In a September 28, 2018 open letter to its customers and partners, Bob Swan, Intel CFO and Interim CEO made several comments in a company press release that sh… read more...

Baird downgrades AMD shares due to chipmaker's 'rich' valuation after 200% surge

via: CNBC at 2018-10-01 11:04:00:000

No summary available. read more...

Barclays downgrades Intel to sell, citing risk of a big price war with AMD

via: CNBC at 2018-10-01 07:52:00:000

No summary available. read more...

Intel, AMD drop as analysts cut expectations

via: SeekingAlpha at 2018-10-01 07:36:19:000

Barclays downgrades Intel (NASDAQ: INTC ) from Equal Weight to Underweight and drops the price target from $53 to $38, a 12% downside to Fridays close and a new Street-low target. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move… read more...

How The New GPU Gives Nvidia A Huge Lead Amongst Competitors

via: SeekingAlpha at 2018-09-30 23:14:39:000

Investment Thesis: Nvidia ( NVDA ) has proven time and time again that their GPUs are superior than competing GPUs. The new GPU with the Turing architecture proves to be no different. Their new RTX series is the first and only GPU with real-time ray tracing ability, giving real-life lighting… read more...

AMD: Intel Update Gift

via: SeekingAlpha at 2018-09-28 19:03:41:000

One of the best times to buy a momentum stock is on a dip due to market moving news that is misinterpreted by the market. In such a scenario, Advanced Micro Devices ( AMD ) is down over 5% trading back towards $30 on an Intel ( INTC ) update on supplies for 2018. The market is overplayin… read more...

AMD: Intel Update Gift

via: SeekingAlpha at 2018-09-28 19:03:41:000

One of the best times to buy a momentum stock is on a dip due to market moving news that is misinterpreted by the market. In such a scenario, Advanced Micro Devices ( AMD ) is down over 5% trading back towards $30 on an Intel ( INTC ) update on supplies for 2018. The market is overplayin… read more...

AMD: Intel Update Gift

via: SeekingAlpha at 2018-09-28 19:03:41:000

One of the best times to buy a momentum stock is on a dip due to market moving news that is misinterpreted by the market. In such a scenario, Advanced Micro Devices ( AMD ) is down over 5% trading back towards $30 on an Intel ( INTC ) update on supplies for 2018. The market is overplayin… read more...

AMD: A Sleeping Giant Awakens

via: SeekingAlpha at 2018-09-28 17:00:37:000

Intel ( INTC ) has taken a lot of justifiable flack for the numerous delays in its 10nm process. Yet, in its update today via the intern CEO, Intel announced that yields are improving and that its 10nm CPU should arrive en masse sometime in 2019. This shortens the window of opportunity for… read more...

AMD: A Sleeping Giant Awakens

via: SeekingAlpha at 2018-09-28 17:00:37:000

Intel ( INTC ) has taken a lot of justifiable flack for the numerous delays in its 10nm process. Yet, in its update today via the intern CEO, Intel announced that yields are improving and that its 10nm CPU should arrive en masse sometime in 2019. This shortens the window of opportunity for… read more...

AMD: A Sleeping Giant Awakens

via: SeekingAlpha at 2018-09-28 17:00:37:000

Intel ( INTC ) has taken a lot of justifiable flack for the numerous delays in its 10nm process. Yet, in its update today via the intern CEO, Intel announced that yields are improving and that its 10nm CPU should arrive en masse sometime in 2019. This shortens the window of opportunity for… read more...

C.J. Muse Gets Nvidia, But Many Do Not

via: SeekingAlpha at 2018-09-28 16:25:08:000

Rethink Technology business briefs for September 28, 2018. Another Nvidia upgrade from Evercore Nvidia chart explaining its patented approach to hardware accelerated ray tracing. Source: Anandtech . A year ago I highlighted Evercore analyst C.J. Muse's take on Nvidia ( NVDA ). H… read more...

C.J. Muse Gets Nvidia, But Many Do Not

via: SeekingAlpha at 2018-09-28 16:25:08:000

Rethink Technology business briefs for September 28, 2018. Another Nvidia upgrade from Evercore Nvidia chart explaining its patented approach to hardware accelerated ray tracing. Source: Anandtech . A year ago I highlighted Evercore analyst C.J. Muse's take on Nvidia ( NVDA ). H… read more...

C.J. Muse Gets Nvidia, But Many Do Not

via: SeekingAlpha at 2018-09-28 16:25:08:000

Rethink Technology business briefs for September 28, 2018. Another Nvidia upgrade from Evercore Nvidia chart explaining its patented approach to hardware accelerated ray tracing. Source: Anandtech . A year ago I highlighted Evercore analyst C.J. Muse's take on Nvidia ( NVDA ). H… read more...

AMD shares fall after Intel says it can make enough chips to meet its guidance

via: CNBC at 2018-09-28 12:20:00:000

No summary available. read more...

AMD shares fall after Intel says it can make enough chips to meet its guidance

via: CNBC at 2018-09-28 12:20:00:000

No summary available. read more...

AMD shares fall after Intel says it can make enough chips to meet its guidance

via: CNBC at 2018-09-28 12:20:00:000

No summary available. read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

AMD -4.5% on Intel's 10nm supply update

via: SeekingAlpha at 2018-09-28 11:36:31:000

Intel ( INTC +2.9% ) provides a supply update that includes news that the company is making progress with 10nm with yields improving and volume production still expected in 2019. The 10nm delay has proven a tailwind for rival AMD (NASDAQ: AMD ), which is down 4.5% on the new… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

Technology: Where's The Tipping Point?

via: SeekingAlpha at 2018-09-28 07:30:00:000

With Tesla (TSLA) shares tumbling Thursday on news of an SEC lawsuit brought on in large part by the bombastic tweets of the eccentric Elon Musk, there seems no better time to take a peek at the tea leaves for the tech sector as a whole and to try to tease out the stories investors should be… read more...

The Lean, Mean, Income Machine: Volume 5

via: SeekingAlpha at 2018-09-27 10:54:30:000

The 60% stock and 40% bond portfolio is one of the best known in the financial world. Giving the juice of stock returns while buttressing it with the lower volatility bond component , this portfolio has apparently everything going for it. It's most recent test during the 2008 crisis proved its… read more...

Intel Corporation - Why I'd Rather Bet On Goliath Than David

via: SeekingAlpha at 2018-09-27 09:48:18:000

The recent euphoria over AMD has been interesting to watch. For long-time bulls it represents a very profitable victory over the naysayers. Im always happy to see increased market competition, as consumers stand to benefit from these developments. However, on the stock side of things, … read more...

Analyst downgrades AMD shares, saying its soaring stock now 'reflects irrational expectations'

via: CNBC at 2018-09-27 08:56:00:000

No summary available. read more...

Trump's tariffs on Chinese goods to affect some AMD and Nvidia gaming graphics cards

via: CNBC at 2018-09-27 08:40:00:000

No summary available. read more...

Northland Capital downgrades AMD on "irrational expectations"

via: SeekingAlpha at 2018-09-27 08:22:32:000

Northland Capital Markets downgrades AMD (NASDAQ: AMD ) from Outperform to Market Perform and lowers the target from $30 to $26, a 19% downside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Bernstein cautious on chips, favoring Broadcom, Nvidia

via: SeekingAlpha at 2018-09-26 13:49:01:000

Bernstein is urging caution and judiciousness in picking semiconductor stocks, saying while demand is "OK for now," inventories are on the rise and trade war concerns persist. More news on: Intel Corporation, Advanced Micro Devices, Inc., Broadcom Limited, Tech stocks news, Top stock marke… read more...

In Case AMD Falls Back To Earth

via: SeekingAlpha at 2018-09-26 11:34:53:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ) AMD Shares On A Tear Again When I wrote about AMD ( AMD ) last month , I mentioned Portfolio Armor's potential return estimate for it over the next several months was 26%. Since then, as you can see below, AMD shares have a… read more...

Apple: Where No iPhone Has Gone Before

via: SeekingAlpha at 2018-09-26 11:20:40:000

Rethink Technology business briefs for September 26, 2018 Why iPhone XS Max may be selling better than the XS iPhone XR. Source: Apple . On Monday Apple ( AAPL ) analyst Ming-Chi Kuo issued a research note claiming that the iPhone XS Max is outselling its smaller XS sibling by a… read more...

AMD: A Smarter Choice Or A Major Disappointment?

via: SeekingAlpha at 2018-09-26 01:44:04:000

Figure 1: A Smarter Choice for Investors too? AMD has benefitted from Intels recent manufacturing woes with 14 nm. (Source: KLGadgetGuy ) Double, Triple; I smell Trouble Intel (INTC), AMD (AMD) or Nvidia (NVDA)? The PC gamers dilemma has now become a headache for investo… read more...

Cramer: Right now, chipmakers represent the downside of disruption

via: CNBC at 2018-09-25 18:12:00:000

No summary available. read more...

Nvidia Stock: The Numbers Look Good

via: SeekingAlpha at 2018-09-25 13:46:34:000

Nvidia ( NVDA ) has benefited tremendously from the growing demand for GPUs in the gaming industry over the past several years. In addition to this, computing is becoming increasingly more visual in all kinds of areas, which is providing a strong tailwind for GPUs. Management has played its … read more...

AMD: EPYC And $1 EPS

via: SeekingAlpha at 2018-09-25 13:30:41:000

Advanced Micro Devices ( AMD ) stock price has soared over the past several months as investor expectations regarding the future of EPYC have turned increasingly optimistic. But can EPYC actually justify this incredible run, or have investors become overly exuberant? This article ana… read more...

AMD: Breathe In Your Fears

via: SeekingAlpha at 2018-09-25 12:31:00:000

A shift in sentiment is occurring in AMD ( AMD ). Look and listen and you will see and hear various news organizations/authors starting to beat the fear drum that AMD has gotten ahead of itself and is overvalued. Maybe that's true or maybe it is not. However it's reminiscent of the scene in … read more...

Raymond James downgrades Intel on 10nm delay

via: SeekingAlpha at 2018-09-25 10:28:20:000

More color on the Raymond James downgrade of Intel (NASDAQ: INTC ) this morning from Market Perform to Underperform with no assigned price target. More news on: Intel Corporation, Advanced Micro Devices, Inc., Taiwan Semiconductor Manufacturing Company Ltd., Tech stocks news, Sto… read more...

Raymond James downgrades Intel to sell due to chip manufacturing problems

via: CNBC at 2018-09-25 09:10:00:000

No summary available. read more...

KeyBanc starts 10 semi names at Sector Weight

via: SeekingAlpha at 2018-09-25 06:54:49:000

KeyBanc analyst Weston Twigg comes out with a slate of semiconductor initiations at a Sector Weight rating. More news on: Analog Devices Inc., Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, , Read more … read more...

Where Should AMD Be Now?

via: SeekingAlpha at 2018-09-24 16:02:27:000

The new Wall Street darling, Advanced Micro Devices ( AMD ) has advanced more than 87% since last Q2 earnings release (ER). While there is a long overdue street party going on for AMD, the large share gains also startled some of the most die-hard investors. Since most of the ga… read more...

RBC: AMD has more room to run

via: CNBC at 2018-09-24 15:43:00:000

No summary available. read more...

Top technician says charts point to a big pullback for tech

via: CNBC at 2018-09-24 14:12:00:000

No summary available. read more...

RBC predicts nearly 30% gain for AMD shares, says chipmaker trades at 'a notable discount' to Nvidia

via: CNBC at 2018-09-24 10:05:00:000

No summary available. read more...

RBC presents AMD bull case; reports of sell-side firm questioning share gain

via: SeekingAlpha at 2018-09-24 08:44:53:000

RBC Capital starts AMD (NASDAQ: AMD ) at Outperform and a $40 price target with an upside to $60. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD: Digging Into Revenue Targets

via: SeekingAlpha at 2018-09-24 08:22:23:000

A lot is being made of the AMD ( AMD ) CFO comments at a conference surrounding low revenue numbers while my previous research had generally questioned the company and analyst estimates as being too low. A lot of disconnect exists in regard to the general bullish market expectations and ac… read more...

ARK Web: Still A Buy In 2018

via: SeekingAlpha at 2018-09-24 08:16:45:000

By popular demand, I will be taking a look at another one of ARK's ETFs: The ARK Web x.0 fund ( ARKW ). ARKW data by YCharts ARKW does have some overlapping stocks with ARKK, but the ARK Web Fund focuses more (not entirely) on asset light internet businesses. This has allowed the f… read more...

Stocks making the biggest move premarket: CMCSA, FOXA, P, SIRI, ALXN & more

via: CNBC at 2018-09-24 07:45:00:000

No summary available. read more...

AMD: A New Hope

via: SeekingAlpha at 2018-09-23 14:45:31:000

The short thesis: Advanced Micro Devices' (AMD) run has been a victory of hope and hype over facts. Revenues are projected to actually decline as we go into Q4 of this year, and bulls will have a hard time sustaining these high multiples when the cycle looks like it is peaking. The perform… read more...

GMO asset allocation expert on how investors can avoid 'massive premium' on US stocks

via: CNBC at 2018-09-21 16:04:00:000

No summary available. read more...

GMO asset allocation expert on how investors can avoid 'massive premium' on US stocks

via: CNBC at 2018-09-21 16:04:00:000

No summary available. read more...

The stock market has just undergone a major transformation

via: CNBC at 2018-09-21 12:50:00:000

No summary available. read more...

The stock market has just undergone a major transformation

via: CNBC at 2018-09-21 12:50:00:000

No summary available. read more...

Jefferies: AMD's market share could triple on Intel issues

via: SeekingAlpha at 2018-09-21 11:01:39:000

Jefferies reiterates its Buy rating and raises its AMD (NASDAQ: AMD ) price target from $30 to $36. More news on: Advanced Micro Devices, Inc., Intel Corporation, HP Inc., Tech stocks news, Stocks on the move, Read more … read more...

Jefferies: AMD's market share could triple on Intel issues

via: SeekingAlpha at 2018-09-21 11:01:39:000

Jefferies reiterates its Buy rating and raises its AMD (NASDAQ: AMD ) price target from $30 to $36. More news on: Advanced Micro Devices, Inc., Intel Corporation, HP Inc., Tech stocks news, Stocks on the move, Read more … read more...

Jefferies says AMD could triple its market share due to Intel's supply problem

via: CNBC at 2018-09-21 10:02:00:000

No summary available. read more...

Jefferies says AMD could triple its market share due to Intel's supply problem

via: CNBC at 2018-09-21 10:02:00:000

No summary available. read more...

Dinner And A Movie Gone Wrong - The Idea Guide

via: SeekingAlpha at 2018-09-21 07:30:28:000

This week's mix of ideas stood out to me. Sure, on the short side, there is the usual focus on a couple stocks that may be tough to sort through. But there are also some quirky and intriguing short ideas, while on the long side we jump from retail to European banking to semiconductors to energ… read more...

Dinner And A Movie Gone Wrong - The Idea Guide

via: SeekingAlpha at 2018-09-21 07:30:28:000

This week's mix of ideas stood out to me. Sure, on the short side, there is the usual focus on a couple stocks that may be tough to sort through. But there are also some quirky and intriguing short ideas, while on the long side we jump from retail to European banking to semiconductors to energ… read more...

AMD +2.7% as Stifel boosts target on GM potential

via: SeekingAlpha at 2018-09-20 09:14:50:000

Stifel increases its AMD (NASDAQ: AMD ) price target from $21 to $38 (a 22% upside to yesterdays close) citing strong demand for the companys new products. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Stifel hikes its AMD price forecast nearly 80%, predicting big profit gains for chipmaker

via: CNBC at 2018-09-20 08:55:00:000

No summary available. read more...

The Dow just hit a record, but a number of stocks are still in a correction

via: CNBC at 2018-09-20 08:00:00:000

No summary available. read more...

AMD: How Long Can This Go On?

via: SeekingAlpha at 2018-09-19 09:29:11:000

Thesis Advanced Micro Devices' ( AMD ) share price rose massively over the last couple of months. There's a good explanation for the share price rise - solid operational execution - and yet investors should not expect current share price momentum to persist endlessly. In the long run, AMD … read more...

Morgan Stanley adjusts AMD, Intel targets on disruptive 10nm delay

via: SeekingAlpha at 2018-09-19 09:15:46:000

Morgan Stanley reiterates an Underweight rating on AMD (NASDAQ: AMD ) but increases the price target from $11 to $28. More news on: Advanced Micro Devices, Inc., Intel Corporation, Taiwan Semiconductor Manufacturing Company Ltd., Tech stocks news, Stocks on the move, Read more … read more...

AMD: Dangerously Overpriced, Here's Why

via: SeekingAlpha at 2018-09-18 12:02:30:000

Investment Thesis AMD's ( AMD ) stock has benefited from an epic short squeeze of unprecedented magnitude. I have been arguing that AMD was overvalued when it traded at around $12 billion to $15 billion market cap. Then I saw with total disbelief its market cap trade jump to $18 billion,… read more...

Mizuho ups its AMD target after Asia tour

via: SeekingAlpha at 2018-09-18 08:54:58:000

Mizuho increases its AMD (NASDAQ: AMD ) price target from $20 to $36, an 11% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Jonathan Cooper Portfolio Review, September 2018

via: SeekingAlpha at 2018-09-17 13:57:17:000

Portfolio Goals We're all at different stages in life and with different goals for our investments. My portfolio is a reflects my investment goals and my risk tolerance, among other factors. I am 35 years old and intend that my portfolio will be used for retirement in the distant future. I… read more...

Two top brokerages cut Micron target by 25% ahead of earnings, shares fall

via: CNBC at 2018-09-17 10:04:00:000

No summary available. read more...

My Best Performers Of The Year

via: SeekingAlpha at 2018-09-17 08:07:36:000

Those of you who follow me probably know that I usually use the Peter Lynch's method for growth valuation. This method uses the ratio between the expected earnings growth and the P/E of the stock to determine its fair value. A stock that has a 1:1 ratio is reasonably priced. The higher the num… read more...

The last time AMD shares surged like this, the stock crashed 96%

via: CNBC at 2018-09-17 07:41:00:000

No summary available. read more...

Weather The Semiconductor Cycle With This Semi Giant

via: SeekingAlpha at 2018-09-14 14:33:04:000

"Life isn't about waiting for the storm to pass It's about learning to dance in the rain" The semiconductor space has gone from ultra-bullish to ultra-bearish in a mere matter of months. While semiconductor demand has become far more diversified in recent years, supply remains su… read more...

Weather The Semiconductor Cycle With This Semi Giant

via: SeekingAlpha at 2018-09-14 14:33:04:000

"Life isn't about waiting for the storm to pass It's about learning to dance in the rain" The semiconductor space has gone from ultra-bullish to ultra-bearish in a mere matter of months. While semiconductor demand has become far more diversified in recent years, supply remains su… read more...

Weather The Semiconductor Cycle With This Semi Giant

via: SeekingAlpha at 2018-09-14 14:33:04:000

"Life isn't about waiting for the storm to pass It's about learning to dance in the rain" The semiconductor space has gone from ultra-bullish to ultra-bearish in a mere matter of months. While semiconductor demand has become far more diversified in recent years, supply remains su… read more...

Analyst: Q4 PC market could drop 7% on Intel chip shortage

via: SeekingAlpha at 2018-09-14 11:13:22:000

JP Morgan says Intels (NASDAQ: INTC ) worsening chip shortage could reduce Q4 PC shipments by 5% to 7%. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Analyst: Q4 PC market could drop 7% on Intel chip shortage

via: SeekingAlpha at 2018-09-14 11:13:22:000

JP Morgan says Intels (NASDAQ: INTC ) worsening chip shortage could reduce Q4 PC shipments by 5% to 7%. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Analyst: Q4 PC market could drop 7% on Intel chip shortage

via: SeekingAlpha at 2018-09-14 11:13:22:000

JP Morgan says Intels (NASDAQ: INTC ) worsening chip shortage could reduce Q4 PC shipments by 5% to 7%. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

JP Morgan says Intel's chip shortage is 'worsening' and will hurt fourth-quarter PC sales by up to 7%

via: CNBC at 2018-09-14 10:19:00:000

No summary available. read more...

JP Morgan says Intel's chip shortage is 'worsening' and will hurt fourth-quarter PC sales by up to 7%

via: CNBC at 2018-09-14 10:19:00:000

No summary available. read more...

JP Morgan says Intel's chip shortage is 'worsening' and will hurt fourth-quarter PC sales by up to 7%

via: CNBC at 2018-09-14 10:19:00:000

No summary available. read more...

Argus boosts its AMD target; AMD +2.9%

via: SeekingAlpha at 2018-09-14 08:51:34:000

Argus maintains a Buy rating on AMD (NASDAQ: AMD ) and raises the target from $23 to $40, a 31% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Argus boosts its AMD target; AMD +2.9%

via: SeekingAlpha at 2018-09-14 08:51:34:000

Argus maintains a Buy rating on AMD (NASDAQ: AMD ) and raises the target from $23 to $40, a 31% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Argus boosts its AMD target; AMD +2.9%

via: SeekingAlpha at 2018-09-14 08:51:34:000

Argus maintains a Buy rating on AMD (NASDAQ: AMD ) and raises the target from $23 to $40, a 31% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

General Electric Is A Wait And Watch Story - Cramer's Lightning Round (9/13/18)

via: SeekingAlpha at 2018-09-14 07:21:28:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 13 . Bullish Call Chevron (CVX): It's a great American company that yields 4%. Hold on to it, but it will not run up quickly. Those looking for more yield should buy BP plc (BP). Neu… read more...

General Electric Is A Wait And Watch Story - Cramer's Lightning Round (9/13/18)

via: SeekingAlpha at 2018-09-14 07:21:28:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 13 . Bullish Call Chevron (CVX): It's a great American company that yields 4%. Hold on to it, but it will not run up quickly. Those looking for more yield should buy BP plc (BP). Neu… read more...

General Electric Is A Wait And Watch Story - Cramer's Lightning Round (9/13/18)

via: SeekingAlpha at 2018-09-14 07:21:28:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 13 . Bullish Call Chevron (CVX): It's a great American company that yields 4%. Hold on to it, but it will not run up quickly. Those looking for more yield should buy BP plc (BP). Neu… read more...

Cramer's lightning round: GE may have bottomed, but it's still a wait-and-see story

via: CNBC at 2018-09-13 18:50:00:000

No summary available. read more...

AMD/Nvidia: GPU Winter Is Here

via: SeekingAlpha at 2018-09-13 17:49:47:000

All the hoopla around Nvidias ( NVDA ) RTX launch and AMDs ( AMD ) ever-increasing share price has overshadowed mounting evidence that the GPU market is entering into some rough waters. So, while some may think winter is coming for Intel, reality is winter just arrived for th… read more...

AMD hits seven-month low on volume

via: SeekingAlpha at 2018-09-13 15:58:01:000

AMDs (NASDAQ: AMD ) recent winning streak is over with shares down to the lowest levels in seven months with no new catalyst. More news on: Advanced Micro Devices, Inc., Micron Technology Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD shares go from positive to worst day since July, down 5%

via: CNBC at 2018-09-13 15:41:00:000

No summary available. read more...

Semi stocks rebound after Apple event, analyst actions, morning news

via: SeekingAlpha at 2018-09-13 11:56:43:000

Semi stocks are rebounding after yesterdays decline with Qualcomm ( QCOM +4% ), AMD ( AMD +2.4% ), ( STM +2.6% ), and Intel ( INTC +1.2% ) leading the way after morning news and analyst actions. Apple suppliers are gaining on yesterdays iPhone launch event and ( PI … read more...

AMD: Winter Is Coming

via: SeekingAlpha at 2018-09-13 10:55:05:000

If you walk away with only one thought, it needs to be this - the total addressable market (aka TAM) for servers took a massive leap up . TAM went from $18.5 billion to $22.5 billion . That is a rising tide that will raise all server-related ships, be it AMD ( AMD ), Nvidia ( NVDA ), or … read more...

Bull And Bear Markets Within S&P 500 - Cramer's Mad Money (9/12/18)

via: SeekingAlpha at 2018-09-13 07:39:20:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday , September 12. Don't look at the entire market from the perspective of the S&P500 and instead look at it sector by sector. There are many bull and bear markets within the S&P500 and Cram… read more...

AMD: Just Let It Run

via: SeekingAlpha at 2018-09-12 17:24:21:000

After a stunning rally to $30, investors might be shocked to find out that Advanced Micro Devices ( AMD ) already is at the end of the growth phase, according to forecasts. As per my previous research , the cyclical nature of the business should haunt the stock at these levels, but the bu… read more...

Advanced Micro Devices, Inc. (AMD) Management Presents at 2018 Deutsche Bank Technology Conference Call (Transcript)

via: SeekingAlpha at 2018-09-12 14:18:04:000

Advanced Micro Devices, Inc. (AMD) 2018 Deutsche Bank Technology Conference Call September 12, 2018 10:30 AM ET Executives Devinder Kumar - Chief Financial Officer Analysts Ross Seymore - Deutsche Bank Presentation Ross Seymore Good morning everybody. And welcome to t… read more...

Micron just plunged into a bear market, and one chart shows more pain ahead

via: CNBC at 2018-09-12 08:14:00:000

No summary available. read more...

Autos And Housing Are Tepid - Cramer's Mad Money (9/11/18)

via: SeekingAlpha at 2018-09-12 07:38:00:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Tuesday , September 11. Cramer started the show by remembering the tragic events of Sept. 11, 2001 and the collapse of Lehman Brothers. Despite that, he repeated his mantra, "There is always a bull market … read more...

Cramer Remix: It's unclear why the auto sector is as weak as it is

via: CNBC at 2018-09-11 19:00:00:000

No summary available. read more...

Cramer pinpoints the key to AMD's success: Its massive end market

via: CNBC at 2018-09-11 18:11:00:000

No summary available. read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-09-11 14:33:48:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Combining the 3 valuation metrics reported hereafter, wireless tel… read more...

Increased Focus On Better Margins Driving More Value At Lattice Semiconductor

via: SeekingAlpha at 2018-09-11 12:53:40:000

Lattice Semiconductor ( LSCC ) has been doing alright. Up about 20% since my last update and up close to 40% over the last year, Lattice has not only outperformed the SOX by a good margin, but also a number of high-quality chip names like Silicon Labs ( SLAB ) and FPGA competitor Xilinx… read more...

Rosenblatt raises AMD target to 34% upside on Nvidia competition

via: SeekingAlpha at 2018-09-11 12:03:42:000

Rosenblatt raises its AMD (NASDAQ: AMD ) price target from $30 to $40, a 34% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Buy AMD shares, because the chipmaker can compete against Nvidia in A.I., analyst says

via: CNBC at 2018-09-11 10:35:00:000

No summary available. read more...

AMD: Don't Drink The Kool-Aid

via: SeekingAlpha at 2018-09-10 15:54:13:000

What can AMD ( AMD ) do to combat Nvidia ( NVDA )? That is the question rolling around in my head. Clearly Nvidia's newest GPU RTX brings some unique features to consumers via hybrid ray tracing. Can AMD compete? Do they have a chance? What would/should/could AMD being doing to combat them? … read more...

Technology - Top 5 Gainers / Losers as of 2.50 PM (09/10/2018)

via: SeekingAlpha at 2018-09-10 14:50:08:000

Gainers: RMNI +16% . PAR +11% . AMD +8% . NPTN +8% . NINE +8% . More news on: Rimini Street, PAR Technology Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, , Read more … read more...

Nvidia: Kicking Ass And Taking Names

via: SeekingAlpha at 2018-09-10 14:36:44:000

To the delight of hardware enthusiasts, and to the dismay of their bank accounts, Nvidia (NVDA) will be releasing their newest cards, the RTX 2080Ti and RTX 2080, to power hungry gamers on September 20 th . The 4K gaming monster has been heavily advertised for featuring its ray tracing technol… read more...

AMD +6.5% as Susquehanna sees gains in CPU share

via: SeekingAlpha at 2018-09-10 12:14:30:000

Susquehanna says AMD (NASDAQ: AMD ) is picking up market share in desktops and laptops with Ryzen Mobile showing signs of life. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Invesco S&P 500 Equal Weight ETF (RSP) August Summary

via: SeekingAlpha at 2018-09-10 11:48:57:000

August monthly performance was: +1.98% More news on: Invesco S&P 500 Equal Weight ETF, Advanced Micro Devices, Inc., Regeneron Pharmaceuticals, Inc., , Read more … read more...

A Tale Of 2 Social Media Networks With Only 1 Worth Your Money

via: SeekingAlpha at 2018-09-10 09:07:09:000

Snapchat ( SNAP ), the instant messaging and photo application, priced its IPO on March 1st 2017 at $17 a share. During their first day of trading (March 2nd 2017), shares rose as high as $26.05 and fell as low as $23.50 before closing at $24.48 a share, a 44% rise. More than 200M shares - t… read more...

AMD: The Time To Buy Is Now (Update)

via: SeekingAlpha at 2018-09-07 15:12:10:000

AMD ( AMD ) broke the $20 threshold and climbed to mid 20s. After more than doubling its stock price since the beginning of the year, it might be tempting to sell the stock or reduce a position. The decision should be made considering the risk and rewards of the company and its current fair … read more...

AMD: The Time To Buy Is Now (Update)

via: SeekingAlpha at 2018-09-07 15:12:10:000

AMD ( AMD ) broke the $20 threshold and climbed to mid 20s. After more than doubling its stock price since the beginning of the year, it might be tempting to sell the stock or reduce a position. The decision should be made considering the risk and rewards of the company and its current fair … read more...

AMD: The Time To Buy Is Now (Update)

via: SeekingAlpha at 2018-09-07 15:12:10:000

AMD ( AMD ) broke the $20 threshold and climbed to mid 20s. After more than doubling its stock price since the beginning of the year, it might be tempting to sell the stock or reduce a position. The decision should be made considering the risk and rewards of the company and its current fair … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

Buy United Parcel Service - Cramer's Lightning Round (9/6/18)

via: SeekingAlpha at 2018-09-07 07:17:36:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Thursday, September 6 . Bullish Calls Exelon (EXC): Cramer likes the stock, as interest rates are going up. AbbVie (ABBV): Cramer likes this stock at $92. However, he thinks Abbott Labs (ABT) is a better … read more...

A Look At The 5G Opportunity

via: SeekingAlpha at 2018-09-06 13:46:00:000

This article first appeared on Trend Investing on August 2, therefore all data is as of that date. What is 5G? 5G networks is the next (fifth) generation of mobile (wireless) internet connectivity, offering faster speeds and more reliable connections on smartphones and other devices… read more...

AMD -1.8% after Arete downgrades to Best Short Idea

via: SeekingAlpha at 2018-09-06 09:47:27:000

Arete downgrades AMD (NASDAQ: AMD ) from Negative to a Best Idea Short, sending shares down 1.8% to $28. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Nvidia -1.9% on report that Microsoft is considering Huawei chip

via: SeekingAlpha at 2018-09-05 13:21:13:000

Microsoft (NASDAQ: MSFT ) is considering using Huaweis new AI chips for data centers in China, according to The Information sources. More news on: Microsoft Corporation, NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD gets Street-high price target at BAML

via: SeekingAlpha at 2018-09-05 10:29:25:000

"Advanced Micro's (NASDAQ: AMD ) accretive share gains could extend given main rival's Intel's manufacturing challenges," says analyst Vivek Arya, boosting the firm's price target to $35 from $25. "We anticipate continued positive news flow around customer traction (engaged with all top 7 cl… read more...

AMD: The Best Is Yet To Come

via: SeekingAlpha at 2018-09-04 16:28:47:000

The main topic of this article is to show the current wafer supply agreement is no longer viable. GlobalFoundries giving up 7nm and AMD (AMD) moving to 7nm (combined with purchase obligations and fines) combine to make the agreement outdated. AMD might have a hard time meeting its agreed upon … read more...

AMD: The Bulls Have Been Right

via: SeekingAlpha at 2018-09-04 16:23:07:000

The share price of Advanced Micro Devices Inc ( AMD ) is hitting levels not seen more than a decade ago. The shares had languished in a narrow range in 2017 and early 2018 while that of peer Nvidia ( NVDA ) skyrocketed. AMD eventually made up for lost time by climbing nearly vertically from … read more...

What's Happened To Micron Technology Lately?

via: SeekingAlpha at 2018-09-04 14:06:18:000

By now, it probably does not need to take Electric Phred or William Tidwell to tell you that Micron Technologys ( MU ) shares are undervalued. After upbeat Q1 and Q2 earnings announcements, Microns stock has lost more than 13%. As the stock has consistently dropped 25% belo… read more...

Road To Financial Independence: Growing Dividends, Endless Opportunities But Limited Capital

via: SeekingAlpha at 2018-09-03 02:53:24:000

The stock markets never stop to amaze me. While July was heavily driven by concerns about a deteriorating trade war, August, in general, was a big rally, with markets hitting new highs and the euro dropping down to as low as $1.13. Overall net capital spending was around $2,650 as I divested… read more...

DigiTimes: Intel's new 14nm processors falling behind demand

via: SeekingAlpha at 2018-08-31 09:59:42:000

DigiTimes sources say Intels (NASDAQ: INTC ) 14nm processors have already fallen short of demand. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

DigiTimes: Intel's new 14nm processors falling behind demand

via: SeekingAlpha at 2018-08-31 09:59:42:000

DigiTimes sources say Intels (NASDAQ: INTC ) 14nm processors have already fallen short of demand. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

DigiTimes: Intel's new 14nm processors falling behind demand

via: SeekingAlpha at 2018-08-31 09:59:42:000

DigiTimes sources say Intels (NASDAQ: INTC ) 14nm processors have already fallen short of demand. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Read more … read more...

Intel, AMD, Nvidia: A 3-Way Valuation

via: SeekingAlpha at 2018-08-30 19:37:47:000

K C Ma and Lee Briggs Only after its Q2 earnings release ((ER)), shares of Advanced Micro Devices ( AMD ) advanced nearly 40%. As the bulk part of the price increase was not reacting to its Q2 ER content but to the new product releases, many AMD investors are wondering whether the run-up h… read more...

Why I Might Short Nvidia

via: SeekingAlpha at 2018-08-30 13:03:00:000

Nvidia's Recent Rally Nvidia (NVDA) shares have been on a complete tear, up 37% YTD. Ever since the launch of Nvidia's new innovative architecture, Turing, the shares have bounced as the following chart will show: NVDA Price data by YCharts Before the product launch however, Nvidia … read more...

Will This Time Be Different? I Strongly Doubt That. So Should You!

via: SeekingAlpha at 2018-08-30 09:32:11:000

Background Over the past two weeks or so, we've touched upon the markets across the globe a couple of times. We've expressed our preference for the US over other parts in the world, mainly Emerging Markets and Europe , especially Spain , Italy , and Turkey . In addition, we identifie… read more...

AMD: Huge Runway For Growth

via: SeekingAlpha at 2018-08-29 23:06:55:000

AMD data by YCharts Summary AMD ( AMD ) is on a massive run. Not just in the stock market, where it hit an all-time high on Monday, but also in its finances. Revenue is up, margins are way up, cash flow is positive, and the company is calling for continued double-digit growth com… read more...

Nvidia: Lots Of Hype?

via: SeekingAlpha at 2018-08-29 17:17:58:000

When Nvidia ( NVDA ) reported quarterly earnings that included a less than stellar revenue for graphics, the stock initially fell. The Turing and RTX 2080 announcement that followed, though, sent the stock back. Investors bet that the GPU (graphics card) refresh will accelerate revenue growt… read more...

Intel: A Good Time To Hedge With AMD

via: SeekingAlpha at 2018-08-29 16:15:21:000

Intel ( INTC ) is about as blue-chip as firms get after all, its logo is blue and it makes chips. Nevertheless, Intel faces a number of significant long-term challenges, including imminent loss of node leadership; resurgent competition; security concerns; difficult-to-maintain margins… read more...

PDF Solutions -13.8% after Global Foundries cancels next-gen nodes

via: SeekingAlpha at 2018-08-28 15:31:29:000

DA Davidson reiterates a Buy rating on PDF Solutions (NASDAQ: PDFS ) but lowers the price target from $18 to $13. More news on: PDF Solutions, Inc., Advanced Micro Devices, Inc., Taiwan Semiconductor Manufacturing Company Ltd., Tech stocks news, Stocks on the move, Read more … read more...

Advanced Micro Devices: Price No Longer Matters

via: SeekingAlpha at 2018-08-28 13:25:19:000

Investment Thesis Advanced Micro Devices ( AMD ) continues its phenomenal rally. Whenever I felt that AMD was vastly overvalued, I saw its share price jump a further 10%. It is difficult to admit, but the market can truly remain irrational a lot longer than one can remain solvent. Recent D… read more...

How Much Higher Might AMD Climb?

via: SeekingAlpha at 2018-08-28 12:18:54:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ) AMD Shares On Another Tear When I wrote about AMD ( AMD ) last month , I mentioned Portfolio Armor's potential return estimate for it over the next several months was 24.8%. Since then, as you can see below, AMD shares have… read more...

AMD Surges As Shorts Scramble

via: SeekingAlpha at 2018-08-27 18:14:41:000

There is no doubt that one of the market's biggest winners recently has been chipmaker Advanced Micro Devices ( AMD ). On Monday, shares hit a new high after the company's release of a new graphics card , extending the rally seen below. The market has definitely warmed up to AMD in 2018, with… read more...

AMD: $30-$40 Next?

via: SeekingAlpha at 2018-08-27 18:00:13:000

Markets tend to value stocks beyond the fair value when it has buying momentum to support it. This is a pleasant scenario for those invested in Advanced Micro Devices ( AMD ). Just a few years ago, bears clobbered AMD when the company had nothing more than semi custom revenue from consoles… read more...

After-hours buzz: AMD, AKCA, IONS & more

via: CNBC at 2018-08-27 17:47:00:000

No summary available. read more...

Lattice names AMD's Anderson as new CEO; shares +6.4%

via: SeekingAlpha at 2018-08-27 16:19:12:000

Lattice Semiconductor (NASDAQ: LSCC ) has named Jim Anderson president and chief executive officer . More news on: Lattice Semiconductor Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD races to new all-time high

via: SeekingAlpha at 2018-08-27 13:28:18:000

Advanced Micro Devices (NASDAQ: AMD ) is now up 11% as investors continue to rush in on news of the company's new graphics card. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD hits 12-year high, extending gains for a third straight day

via: CNBC at 2018-08-27 11:27:00:000

No summary available. read more...

Advanced Micro Devices is up more than 145% this year and could have more room to run

via: CNBC at 2018-08-27 11:07:00:000

No summary available. read more...

Advanced Micro up 3.5% on new graphics card

via: SeekingAlpha at 2018-08-27 07:53:38:000

The company over the weekend introduced its Radeon Pro V340 graphics card. It's expected to be available in Q4. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

It will take Intel years to fix its chipmaking process and AMD will benefit, analyst says

via: CNBC at 2018-08-24 15:34:00:000

No summary available. read more...

It will take Intel years to fix its chipmaking process and AMD will benefit, analyst says

via: CNBC at 2018-08-24 15:34:00:000

No summary available. read more...

It will take Intel years to fix its chipmaking process and AMD will benefit, analyst says

via: CNBC at 2018-08-24 15:34:00:000

No summary available. read more...

AMD could close at new 12-year high

via: SeekingAlpha at 2018-08-24 13:00:58:000

AMD (NASDAQ: AMD ) shares are up 5.7% and potentially heading for its highest close in nearly 12 years. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD could close at new 12-year high

via: SeekingAlpha at 2018-08-24 13:00:58:000

AMD (NASDAQ: AMD ) shares are up 5.7% and potentially heading for its highest close in nearly 12 years. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD could close at new 12-year high

via: SeekingAlpha at 2018-08-24 13:00:58:000

AMD (NASDAQ: AMD ) shares are up 5.7% and potentially heading for its highest close in nearly 12 years. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Trader makes $1 million bet against soaring chip stock Advanced Micro

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

AMD shares rise again as Wall Street projects big gains for the chipmaker against Intel

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

Trader makes $1 million bet against soaring chip stock Advanced Micro

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

AMD shares rise again as Wall Street projects big gains for the chipmaker against Intel

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

AMD shares rise again as Wall Street projects big gains for the chipmaker against Intel

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

Trader makes $1 million bet against soaring chip stock Advanced Micro

via: CNBC at 2018-08-24 12:28:00:000

No summary available. read more...

Intel's 10nm Problems Have Implications Far Beyond What The Market Is Seeing

via: SeekingAlpha at 2018-08-24 10:28:14:000

Intel (NASDAQ: INTC ) investors responded poorly to its Q1 beat, and improvements in Q2 and full year 2018 guidance. While one can never be certain what caused that response, clearly, the market did not like the delays in Intels 10nm process. The Companys own commentary, increa… read more...

Intel's 10nm Problems Have Implications Far Beyond What The Market Is Seeing

via: SeekingAlpha at 2018-08-24 10:28:14:000

Intel (NASDAQ: INTC ) investors responded poorly to its Q1 beat, and improvements in Q2 and full year 2018 guidance. While one can never be certain what caused that response, clearly, the market did not like the delays in Intels 10nm process. The Companys own commentary, increa… read more...

Intel's 10nm Problems Have Implications Far Beyond What The Market Is Seeing

via: SeekingAlpha at 2018-08-24 10:28:14:000

Intel (NASDAQ: INTC ) investors responded poorly to its Q1 beat, and improvements in Q2 and full year 2018 guidance. While one can never be certain what caused that response, clearly, the market did not like the delays in Intels 10nm process. The Companys own commentary, increa… read more...

Intel: Further Pain Ahead?

via: SeekingAlpha at 2018-08-24 09:13:18:000

The Stock Intel's ( INTC ) stock has recently begun to slide as investors begin to heed the increasing threat posed by AMD (AMD), and a string of bad headlines disclosing numerous processor flaws that could potentially let attackers steal information stored on computers or third-party clouds… read more...

Intel: Further Pain Ahead?

via: SeekingAlpha at 2018-08-24 09:13:18:000

The Stock Intel's ( INTC ) stock has recently begun to slide as investors begin to heed the increasing threat posed by AMD (AMD), and a string of bad headlines disclosing numerous processor flaws that could potentially let attackers steal information stored on computers or third-party clouds… read more...

Intel: Further Pain Ahead?

via: SeekingAlpha at 2018-08-24 09:13:18:000

The Stock Intel's ( INTC ) stock has recently begun to slide as investors begin to heed the increasing threat posed by AMD (AMD), and a string of bad headlines disclosing numerous processor flaws that could potentially let attackers steal information stored on computers or third-party clouds… read more...

When The Market Gets It Wrong - Cramer's Mad Money (8/23/18)

via: SeekingAlpha at 2018-08-24 07:36:20:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , August 23. The earnings season is almost over, and looking back, there was a lot of drama. The market's reaction to some earnings was bizarre. "The market's idiocy? Well, let's just say it's you… read more...

When The Market Gets It Wrong - Cramer's Mad Money (8/23/18)

via: SeekingAlpha at 2018-08-24 07:36:20:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , August 23. The earnings season is almost over, and looking back, there was a lot of drama. The market's reaction to some earnings was bizarre. "The market's idiocy? Well, let's just say it's you… read more...

When The Market Gets It Wrong - Cramer's Mad Money (8/23/18)

via: SeekingAlpha at 2018-08-24 07:36:20:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Thursday , August 23. The earnings season is almost over, and looking back, there was a lot of drama. The market's reaction to some earnings was bizarre. "The market's idiocy? Well, let's just say it's you… read more...

Analyst says market's top performer AMD to keep soaring, raises price target to highest on Street

via: CNBC at 2018-08-23 09:25:00:000

No summary available. read more...

Rosenblatt boosts AMD target to new Street high

via: SeekingAlpha at 2018-08-23 08:49:01:000

Rosenblatt maintains a Buy rating on AMD (NASDAQ: AMD ) and raises the price target to the Street-high $30 from $27, a 44% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD wins patent order barring some Vizio televisions

via: SeekingAlpha at 2018-08-22 18:25:34:000

AMD has won an round at the International Trade Commission, with an order barring some Vizio ( VZIO ) televisions from the U.S. market. More news on: Advanced Micro Devices, Inc., Vizio, Sigma Designs, Inc., Tech stocks news, Read more … read more...

AMD's Efforts Paying Huge Returns

via: SeekingAlpha at 2018-08-22 16:12:14:000

Advanced Micro Devices ( AMD ) is not leaving any stone unturned in order to show strong performance in China. One of its partners, Hygon, has recently launched Dhyana CPUs which are almost identical to AMDs Epyc range. This would be a further source of worry for Inte… read more...

Nvidia +3.2% on new performance specs for gaming GPU

via: SeekingAlpha at 2018-08-22 14:41:53:000

Nvidia (NASDAQ: NVDA ) says the new RTX 2080 GPU is up to 50% faster than the GTX 1080 in regular games. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Best And Worst S&P 500 Stocks On The Road To Nowhere

via: SeekingAlpha at 2018-08-22 02:33:39:000

Many are out making a big deal about the fact that the S&P 500 traded back to a new all-time high on Tuesday, but the reality is that the S&P 500 has been "dead money" for nearly seven months now. Along with the index itself being unchanged since late January, a very slight majority of… read more...

Citron Research: Nvidia "on its way to $200"

via: SeekingAlpha at 2018-08-21 10:51:47:000

Citron Research is out cautious on Nvidia (NASDAQ: NVDA ), saying the company is on its way to $200 due to short interest at an all-time low and major datacenter competition. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the … read more...

Nvidia: Mr. Market Got The Story Wrong

via: SeekingAlpha at 2018-08-20 03:44:08:000

NVIDIA Corporation ( NVDA ) fell 5 percent on Friday in reaction to its Q2 FY19 results. As if to prove its point, the market drove the share price down further, albeit just slightly, in post-market trading. The chip maker actually performed well, with the revenue up 39.9 percent Y/Y to $3.1… read more...

Jonathan Cooper Portfolio Review, August 2018

via: SeekingAlpha at 2018-08-20 00:49:26:000

Portfolio Goals We're all at different stages in life and with different goals for our investments. My portfolio is partly a reflection of my investing goals - it is intended to provide me with growth until I permanently retire. I do not anticipate needing to rely on my portfolio for incom… read more...

Podcast: Nvidia Turing, ARM CPUs, AMD Threadripper, Intel AI

via: SeekingAlpha at 2018-08-19 01:04:42:000

This weeks Tech.pinions podcast features Tim Bajarin and Bob ODonnell discussing major developments in the semiconductor industry, including the announcement of Nvidias (NVDA) Turing GPU architecture and the companys quarterly earnings, the debut of ARM… read more...

Synaptics Should Recover

via: SeekingAlpha at 2018-08-17 13:28:10:000

Synaptics ( SYNA ) has been in transition to profit from higher growth markets like IoT and automotive as it is suffering a bit from stagnation in the mobile market and a shortage of parts for its TDDI solution. Here is a good overview of this transition, from the earnings deck : The compa… read more...

Synaptics Should Recover

via: SeekingAlpha at 2018-08-17 13:28:10:000

Synaptics ( SYNA ) has been in transition to profit from higher growth markets like IoT and automotive as it is suffering a bit from stagnation in the mobile market and a shortage of parts for its TDDI solution. Here is a good overview of this transition, from the earnings deck : The compa… read more...

Wall Street still loves Nvidia despite warning about cryptocurrency revenue

via: CNBC at 2018-08-17 09:00:00:000

No summary available. read more...

Wall Street still loves Nvidia despite warning about cryptocurrency revenue

via: CNBC at 2018-08-17 09:00:00:000

No summary available. read more...

Booming Walmart, Cisco results show US economy's strength is real and broad-based

via: CNBC at 2018-08-16 12:06:00:000

No summary available. read more...

This Sell-Off Isn't Special - Cramer's Mad Money (8/15/18)

via: SeekingAlpha at 2018-08-16 07:38:31:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday , August 15. As the global markets sell off, Cramer said it's not as special as it seems. He listed the reasons for which the market is worried and almost all of them are not long-term concerns. … read more...

Semiconductors could plunge into a bear market by year-end, macro expert forecasts

via: CNBC at 2018-08-15 09:27:00:000

No summary available. read more...

Intel, AMD moving on reveal of more Intel chip flaws

via: SeekingAlpha at 2018-08-14 14:45:47:000

The Register reports that Intel (NASDAQ: INTC ) has three more security holes in its chips that malware and malicious virtual machines could use to steal information like passwords and encryption keys from computer memory. Intel confirms the problem here with a High severity rating. M… read more...

AMD: Up Almost 80% Since I Made It My Top Tech Pick And That's Just The Beginning

via: SeekingAlpha at 2018-08-14 11:52:10:000

I believe that AMD (AMD), one of the largest chip manufacturers on the world, is fundamentally undervalued. As we will see in this article, the companys increased competitiveness with Intel (INTC) and Nvidia (NVDA) in markets experiencing rapid growth, combined with increasing retail… read more...

AMD Shorts Apparently Not Impressed

via: SeekingAlpha at 2018-08-14 10:31:38:000

A couple of weeks ago I admitted that I was surprised by the rally in chipmaker Advanced Micro Devices ( AMD ) after its Q2 earnings report. However, I also stated that I believed shares were catching up to where they should have been in the first place given continued strong results. While … read more...

Nvidia Q2 Earnings: Crypto, Gaming, Datacenter, And Turing Architecture

via: SeekingAlpha at 2018-08-14 10:29:43:000

After Advanced Micro Devices' (NASDAQ: AMD ) Q2 beat and Intel's (NASDAQ: INTC ) miss on Q2 earnings release (ER), it looks like Nvidia (NASDAQ: NVDA ) is set to deliver yet another great report card on August 16, for Q2 2019. However, Nvidias ER is most likely overshadowed by the g… read more...

Best And Worst Performing S&P 500 Stocks On Earnings

via: SeekingAlpha at 2018-08-14 04:56:45:000

Below is a look at the 30 best and 30 worst performing S&P 500 stocks on their earnings reaction days this season. DISH Network (DISH) posted a one-day gain of 14.53% on August 3rd following earnings, and that has held up as the best performer in the S&P 500 this season. Advanced Micro… read more...

A Bullish Stat On Q2 Earnings And Why To Buy AMD

via: SeekingAlpha at 2018-08-13 13:27:26:000

Editor's note: Seeking Alpha is proud to welcome Rob Koyfman as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Its e… read more...

AMD +4.1% on 2990WX launch, positive reviews against Intel

via: SeekingAlpha at 2018-08-13 11:04:47:000

AMD (NASDAQ: AMD ) releases the 32-core, 64-thread second-generation Ryzen Threadripper 2990WX for $1,799. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

4 Core Reasons To Buy The Correction In Intel

via: SeekingAlpha at 2018-08-13 04:46:17:000

Introduction - Intel as a one-issue stock Tick tock . Or, tick tock tock. Maybe tick tock tock tock (keep adding those tocks as delays mount). Or, alternatively, just call it (14 nm) tick (10 nm) tick. How much does one mess-up matter to the life of a mega-cap growth stock? Perhaps if one… read more...

S&P 500: It's All In The Numbers And The Numbers Never Lie

via: SeekingAlpha at 2018-08-12 01:44:43:000

Introduction With 60% of 2018 already behind us and as the S&P 500 ( SPY ) is on the verge of making a new all time - we thought that it's as a good time as any to look at the YTD stats of the index. ^SPX data by YCharts S&P 500 Q2/2018 Y/Y Sales Growth by Sector Energ… read more...

Bitcoin Burst To Hit Semiconductors Soon

via: SeekingAlpha at 2018-08-10 19:15:41:000

Semiconductors were one of last year's best performing industries as global growth propelled a surge in computational investment by firms worldwide. Semiconductor firms, as seen in the iShares PHLX Semiconductor ETF ( SOXX ) gained over 42% in 2017 but have struggled to continue their strength… read more...

Bitcoin Burst To Hit Semiconductors Soon

via: SeekingAlpha at 2018-08-10 19:15:41:000

Semiconductors were one of last year's best performing industries as global growth propelled a surge in computational investment by firms worldwide. Semiconductor firms, as seen in the iShares PHLX Semiconductor ETF ( SOXX ) gained over 42% in 2017 but have struggled to continue their strength… read more...

Cramer's game plan: Take time to study your stocks as earnings season fades

via: CNBC at 2018-08-10 18:09:00:000

No summary available. read more...

Cramer's game plan: Take time to study your stocks as earnings season fades

via: CNBC at 2018-08-10 18:09:00:000

No summary available. read more...

Nvidia: Can We Expect Another Beat And Raise?

via: SeekingAlpha at 2018-08-10 16:03:29:000

NVDA data by YCharts To say Nvidia ( NVDA ) has had a great past three years would be underselling the company's management and their many successes. On August 6, 2015 - prior to the release of Q2/FY16 earnings - shares of Nvidia closed at $20.45. Today shares trade at ~12.6x that le… read more...

Nvidia: Can We Expect Another Beat And Raise?

via: SeekingAlpha at 2018-08-10 16:03:29:000

NVDA data by YCharts To say Nvidia ( NVDA ) has had a great past three years would be underselling the company's management and their many successes. On August 6, 2015 - prior to the release of Q2/FY16 earnings - shares of Nvidia closed at $20.45. Today shares trade at ~12.6x that le… read more...

Tech vs. the consumer: The market's top two groups this year are neck and neck

via: CNBC at 2018-08-10 12:19:00:000

No summary available. read more...

Tech vs. the consumer: The market's top two groups this year are neck and neck

via: CNBC at 2018-08-10 12:19:00:000

No summary available. read more...

As some of the most hated stocks surge, traders say only one looks like a buy

via: CNBC at 2018-08-10 11:35:00:000

No summary available. read more...

As some of the most hated stocks surge, traders say only one looks like a buy

via: CNBC at 2018-08-10 11:35:00:000

No summary available. read more...

Goldman gives up on negative AMD call, upgrades chipmaker after more than 80% rally this year

via: CNBC at 2018-08-10 09:05:00:000

No summary available. read more...

Goldman gives up on negative AMD call, upgrades chipmaker after more than 80% rally this year

via: CNBC at 2018-08-10 09:05:00:000

No summary available. read more...

Stocks making the biggest moves premarket: NWSA, TSLA, DBX, CPB & more

via: CNBC at 2018-08-10 07:52:00:000

No summary available. read more...

Stocks making the biggest moves premarket: NWSA, TSLA, DBX, CPB & more

via: CNBC at 2018-08-10 07:52:00:000

No summary available. read more...

AMD +1.4% on Goldman upgrade for Intel competition

via: SeekingAlpha at 2018-08-10 07:48:12:000

Goldman Sachs upgrades AMD (NASDAQ: AMD ) from Sell to Neutral and raises its price target to $21, a 10% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +1.4% on Goldman upgrade for Intel competition

via: SeekingAlpha at 2018-08-10 07:48:12:000

Goldman Sachs upgrades AMD (NASDAQ: AMD ) from Sell to Neutral and raises its price target to $21, a 10% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Here's how stocks such as Micron and Nike could fare in trade wars

via: CNBC at 2018-08-09 15:23:00:000

No summary available. read more...

AMD: No Edge

via: SeekingAlpha at 2018-08-09 13:33:12:000

Investment Thesis AMD ( AMD ) shares soared after its Q2 2018 results. Yet, I argue that to be an AMD shareholder at $19 billion market cap makes this investment quite dangerous. Q2 2018 Results AMD's Q2 2018 revenue was up 53%, and bottom-line non-GAAP EPS line went from negative … read more...

Invesco S&P 500 Equal Weight ETF (RSP) July Summary

via: SeekingAlpha at 2018-08-09 10:34:06:000

July monthly performance was: +3.19% More news on: Invesco S&P 500 Equal Weight ETF, Arconic Inc, CA Inc., , Read more … read more...

Intel: Facing Competition, But Still Strong

via: SeekingAlpha at 2018-08-09 09:34:29:000

Investment Thesis: Intel (INTC) continues to have upside in spite of competition from Advanced Micro Devices (AMD). Intel has taken a hit lately due to competition from AMDs Ryzen Threadripper , which is the companys flagship processor and seen as quite a formidable comp… read more...

The Lean, Mean, Income Machine: Volume 3

via: SeekingAlpha at 2018-08-09 08:25:05:000

Introduction Generating income is the main goal of our portfolio. We actively manage our portfolio using relative valuation and options. We gave a first glimpse of our overall strategy a few months back. We looked at the big picture recently to explain why the crowd was getting excess… read more...

Intel says it sold $1B in AI chips last year

via: SeekingAlpha at 2018-08-08 15:59:25:000

Intel ( INTC +0.6% ) says it sold $1B of its Xeon AI processor chips last year. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Your first trade for Wednesday, August 8

via: CNBC at 2018-08-08 09:16:00:000

No summary available. read more...

Intel Vs. Nvidia: The Easy Path For Intel

via: SeekingAlpha at 2018-08-07 21:43:35:000

Google's TPU. Soon, an equivalent will be found inside Intel chips. Tomorrow, Intel (INTC) will announce its plans regarding how its going to fight off Advanced Micro Devices (AMD) and Nvidia (NVDA) in the server room. A good while ago, I had already postulated that GPU comput… read more...

Financial Exchange Stock Talk: Mark Hibben On Qualcomm And Intel

via: SeekingAlpha at 2018-08-07 16:26:18:000

See Mark's most recent article on Intel (INTC) Read more … read more...

Intel unveiling plans to stave off AMD

via: SeekingAlpha at 2018-08-07 15:38:17:000

Intel ( INTC +0.8% ) will unveil its plans to stave off AMD ( AMD +0.5% ) competition. More news on: Intel Corporation, Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD Is On Fire

via: SeekingAlpha at 2018-08-07 12:48:08:000

We have been bullish on AMD ( AMD ) for just over a year now and it looks like finally our predictions are aligning with AMD's corporate strategy. In our February 2, 2018, article about AMD's Hidden Strategy we wrote about how selling Vega cores to Intel was a brilliant idea that will pay of… read more...

Dividend Portfolio Review: Busy Earnings Season, Heavy Buying, Growing Dividends

via: SeekingAlpha at 2018-08-07 08:55:00:000

More ups and downs in July with earnings season hitting its peak and trade threats and denials coming in every couple of days led to accelerated buying culminating in around $4,400 in fresh capital deployed. Earnings season often triggers some remarkable selloffs and rallies but this time I… read more...

Do Not Sell AMD Because It's Not Overvalued

via: SeekingAlpha at 2018-08-06 17:29:25:000

Shares of Advanced Micro Devices ( AMD ) soared 14% the day after its Q2 earnings release (ER), amid revenue and earnings beats. But it was the subsequent 6% further advances that spooked even the longtime AMD bulls, such as George Kesarios , Damon Verial , Austin Craig , and The Fortune T… read more...

Rose Portfolio Options: Covered Puts And Calls - Nothing Naked

via: SeekingAlpha at 2018-08-06 14:33:31:000

My gosh, I never thought I would say " Roll Up and Out"! I actually only figured out I had done it, after I did it, at least I think I did it. To me it means I closed a current option by buying it back before expiration and then selling the same option again for a higher strike price or a… read more...

With Indra Nooyi out at PepsiCo, these are the only women CEOs left among S&P 500 companies

via: CNBC at 2018-08-06 14:05:00:000

No summary available. read more...

Three options strategies for the week: July 6

via: CNBC at 2018-08-06 09:28:00:000

No summary available. read more...

BAML sees 35% upside in Advanced Micro; shares up 1.7% premarket

via: SeekingAlpha at 2018-08-06 08:49:39:000

via Notable Calls More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Intel shares fall after Barclays downgrades chipmaker due to rising AMD competition

via: CNBC at 2018-08-06 08:00:00:000

No summary available. read more...

Technology And Telecom Dashboard - Update

via: SeekingAlpha at 2018-08-06 06:20:52:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Combining the 3 valuation metrics reported hereafter, wireless telec… read more...

Integrated Device Technology Managing To Stay Ahead Of Expectations

via: SeekingAlpha at 2018-08-03 10:53:44:000

Since my first write-up on the company for Seeking Alpha in September of 2017, Integrated Device Technology ( IDTI ) (or Integrated Device) has done alright. The shares are up about 30% since then, outdoing the SOX by about 10%, more or less matching ON Semiconductor ( ON… read more...

Integrated Device Technology Managing To Stay Ahead Of Expectations

via: SeekingAlpha at 2018-08-03 10:53:44:000

Since my first write-up on the company for Seeking Alpha in September of 2017, Integrated Device Technology ( IDTI ) (or Integrated Device) has done alright. The shares are up about 30% since then, outdoing the SOX by about 10%, more or less matching ON Semiconductor ( ON… read more...

Integrated Device Technology Managing To Stay Ahead Of Expectations

via: SeekingAlpha at 2018-08-03 10:53:44:000

Since my first write-up on the company for Seeking Alpha in September of 2017, Integrated Device Technology ( IDTI ) (or Integrated Device) has done alright. The shares are up about 30% since then, outdoing the SOX by about 10%, more or less matching ON Semiconductor ( ON… read more...

Green Dot Portfolio: July 2018 Update

via: SeekingAlpha at 2018-08-02 15:31:07:000

Welcome to my July update for my Green Dot Portfolio, a self-managed retirement portfolio created in a Roth IRA trading account. My goal is to yield a total realized return of at least 8% annually in cash income using high-yield dividend investments and swing trading. I have made continuing ch… read more...

AMD: Slightly Higher Price Target Alongside New Concerns

via: SeekingAlpha at 2018-07-31 19:27:02:000

Background/Clarifications Let me start by saying that I'm/we're long Advanced Micro Devices ( AMD ). Why do I start with this type of disclosure that usually appears at the end of an article? Because based on what I've seen on the thread of Trapping Value 's ("TV") - my partner on the … read more...

AMD: Slightly Higher Price Target Alongside New Concerns

via: SeekingAlpha at 2018-07-31 19:27:02:000

Background/Clarifications Let me start by saying that I'm/we're long Advanced Micro Devices ( AMD ). Why do I start with this type of disclosure that usually appears at the end of an article? Because based on what I've seen on the thread of Trapping Value 's ("TV") - my partner on the … read more...

AMD Rises 20%, And I'm Shorting It All

via: SeekingAlpha at 2018-07-31 15:30:00:000

I could sit here and flash all the positive numbers at you to include the spectacular gross margin growth along with net income. Yet, all of this has been covered in spades - the information is now non-actionable - it is widely known. So what now? Looking ahead to the future, we seek out opp… read more...

AMD Rises 20%, And I'm Shorting It All

via: SeekingAlpha at 2018-07-31 15:30:00:000

I could sit here and flash all the positive numbers at you to include the spectacular gross margin growth along with net income. Yet, all of this has been covered in spades - the information is now non-actionable - it is widely known. So what now? Looking ahead to the future, we seek out opp… read more...

NXPI Is 'Significantly Undervalued' After Qualcomm Merger Fails

via: SeekingAlpha at 2018-07-31 10:34:20:000

As of July 27, 2017, shares of NXPI are significantly undervalued based on different qualitative and quantitative criteria, suggesting that the failed merger with Qualcomm presents an attractive buying opportunity that might disappear in the near future. For 21 months, the key factor in dete… read more...

NXPI Is 'Significantly Undervalued' After Qualcomm Merger Fails

via: SeekingAlpha at 2018-07-31 10:34:20:000

As of July 27, 2017, shares of NXPI are significantly undervalued based on different qualitative and quantitative criteria, suggesting that the failed merger with Qualcomm presents an attractive buying opportunity that might disappear in the near future. For 21 months, the key factor in dete… read more...

The Battle Of Node Shrinking

via: SeekingAlpha at 2018-07-31 10:24:46:000

The battle of node shrinking has gotten investors to speculate about the near-term future of firms like Intel ( INTC ), AMD ( AMD ), NVIDIA ( NVDA ), Samsung (SSNLF), TSM ( TSM ), Infineon ( IFNNF ), and many more. Intel's delays for 7 nm processes and slow growth in PC segment do make it vuln… read more...

The Battle Of Node Shrinking

via: SeekingAlpha at 2018-07-31 10:24:46:000

The battle of node shrinking has gotten investors to speculate about the near-term future of firms like Intel ( INTC ), AMD ( AMD ), NVIDIA ( NVDA ), Samsung (SSNLF), TSM ( TSM ), Infineon ( IFNNF ), and many more. Intel's delays for 7 nm processes and slow growth in PC segment do make it vuln… read more...

Major AMD investor sells 22M shares

via: SeekingAlpha at 2018-07-31 08:30:12:000

Mubadala Investment sold 22M shares of AMD (NASDAQ: AMD ) during yesterdays squeeze. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Major AMD investor sells 22M shares

via: SeekingAlpha at 2018-07-31 08:30:12:000

Mubadala Investment sold 22M shares of AMD (NASDAQ: AMD ) during yesterdays squeeze. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Use Tech-Induced Weakness To Buy Stocks - Cramer's Mad Money (7/30/18)

via: SeekingAlpha at 2018-07-31 07:32:01:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday , July 30. The stock market is in panic mode and Cramer reminded investors that no one made a dime panicking. Tech weighed down on the averages and it can be traced to Facebook's (FB) earnings whi… read more...

Use Tech-Induced Weakness To Buy Stocks - Cramer's Mad Money (7/30/18)

via: SeekingAlpha at 2018-07-31 07:32:01:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Monday , July 30. The stock market is in panic mode and Cramer reminded investors that no one made a dime panicking. Tech weighed down on the averages and it can be traced to Facebook's (FB) earnings whi… read more...

Cramer flags the 'clear winners' of earnings season: AMD, Microsoft, Amazon and Alphabet

via: CNBC at 2018-07-30 18:22:00:000

No summary available. read more...

Why I Sold AMD

via: SeekingAlpha at 2018-07-30 17:12:13:000

Advanced Micro Devices' ( AMD ) Q2'18 report was its best quarter in years. Revenue was up 53% Y/Y and 7% Q/Q. However please note that the market already knew this, because the company had guided as such in Q1. So the revenue increase was not a surprise. However what was a surprise wa… read more...

AMD: This Is What Success Looks Like

via: SeekingAlpha at 2018-07-30 14:41:47:000

AMD data by YCharts A Business in Bloom AMD ( AMD ) is in the midst of a beautiful transformation from a business that was once in massive trouble to a healthy competitor to both Nvidia ( NVDA ) and Intel ( INTC ). Terrific results in Q2/18 have continued AMD's great prior results, sho… read more...

Cramer: AMD chief Lisa Su has 'caught and passed' Intel in gaming and other key growth areas

via: CNBC at 2018-07-30 13:03:00:000

No summary available. read more...

AMD is leaving the rest of the chip stocks in the dust, but the move could fade

via: CNBC at 2018-07-30 11:54:00:000

No summary available. read more...

AMD Shares Playing Catch Up

via: SeekingAlpha at 2018-07-30 11:47:48:000

One of the biggest winners so far this earnings season has been chip maker Advanced Micro Devices ( AMD ). As seen in the chart below, shares have rallied to a new multi-year high after the company's second quarter earnings report . While it wasn't the best report we've seen from AMD in the l… read more...

AMD +3% as Cowen boosts target on 2019 potential

via: SeekingAlpha at 2018-07-30 10:04:04:000

Cowen reiterates an Outperform rating and raises its AMD (NASDAQ: AMD ) price target from $21 to $25, a 32% upside to Fridays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Cowen raises price forecast on red-hot AMD after CEO tells analyst the chipmaker is 'just getting started'

via: CNBC at 2018-07-30 09:27:00:000

No summary available. read more...

Intel: An Epyc Miss?

via: SeekingAlpha at 2018-07-29 15:36:19:000

Q2 results are out for both Advanced Micro Designs ( AMD ) and Intel ( INTC ). In the 5th installment of this series I look at the results to see if the new AMD chips are having a significant impact on Intel. Right now the share price is too high to make Intel a buy, so I will wait till it dro… read more...

Intel: Development Risks Overshadow Current Momentum

via: SeekingAlpha at 2018-07-29 06:51:15:000

Intel ( INTC ) reported second-quarter results last week. While the numbers and the outlook were very strong, investors were worried about a small miss in the data center business, which is no big worry for me. More worrisome are the delays in the 10 nano meter development process which is… read more...

Crash Protection For AMD

via: SeekingAlpha at 2018-07-28 09:50:18:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ) AMD Rallies Again, But Not Everyone Is Bullish Shares of AMD ( AMD ) rallied more than 14% on Thursday, following Wednesday's earnings , but Seeking Alpha contributor Michael Wiggins De Oliveira saw clouds in the silver linin… read more...

Intel plunges on product delays and fears it's losing a near 'monopolistic position'

via: CNBC at 2018-07-27 13:14:00:000

No summary available. read more...

BofAML downgrades Intel on another 10nm chip delay

via: SeekingAlpha at 2018-07-27 09:45:45:000

Bank of America Merrill Lynch downgrades Intel (NASDAQ: INTC ) from Buy to Neutral and lowers the target from $62 to $56. More news on: Intel Corporation, Taiwan Semiconductor Manufacturing Company Ltd., Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more …. read more...

Bank of America downgrades Intel, says 'biggest risk' remains unresolved

via: CNBC at 2018-07-27 09:03:00:000

No summary available. read more...

AMD: Unstoppable

via: SeekingAlpha at 2018-07-26 22:13:43:000

AMD reported another stellar quarter, the stock surges Advanced Micro Devices (AMD) stock has been on an impressive bull run after the company reported its Q1 results at the end of April. Hence, the stock price surged about 60% in just three months, as the company managed to show profitabili… read more...

AMD's Weak Guidance, Continues Its Cash Burn

via: SeekingAlpha at 2018-07-26 20:36:46:000

Investment Thesis AMD Inc. ( AMD ) released its Q2 2018 results, and the after-hours reaction was staggering, with the stock soaring nearly 6% at one point . I continue to assert that AMD stock is overvalued . It should correct in the near term to roughly $9 per share. Q2 2018… read more...

Intel falls on delay of future chip technology

via: CNBC at 2018-07-26 15:30:00:000

No summary available. read more...

Technology - Top 5 Gainers / Losers as of 2.55 PM (07/26/2018)

via: SeekingAlpha at 2018-07-26 14:55:40:000

Gainers : MTSL +26% . ATNI +19% . FARO +16% . AMD +14% . WIN +13% . More news on: MER Telemanagement Solutions Ltd., ATN International, Inc., FARO Technologies, Inc., Tech stocks news, Stocks on the move, , Read more … read more...

What to watch in Intel's Q2 report

via: SeekingAlpha at 2018-07-26 14:54:06:000

Intel (NASDAQ: INTC ) will report Q2 earnings aftermarket today. Analysts expect $16.78B in revenue (+14% Y/Y) and EPS of $0.97. Intel guided $16.9B in revenue and $0.99 EPS. More news on: Intel Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more… read more...

Why AMD's soaring stock is a more important tell on the tech industry's health than Facebook's plunge

via: CNBC at 2018-07-26 13:05:00:000

No summary available. read more...

AMD stock soars more than 14% on strong earnings

via: CNBC at 2018-07-26 09:35:00:000

No summary available. read more...

Premarket Gainers as of 9:05 am (07/26/2018)

via: SeekingAlpha at 2018-07-26 09:15:09:000

SVU +65% on Q1 result . More news on: SUPERVALU Inc., Bridgepoint Education, Inc., Taoping Inc, , Stocks on the move, Read more … read more...

Stocks making the biggest moves premarket: CMCSA, LUV, FB, QCOM & more

via: CNBC at 2018-07-26 07:54:00:000

No summary available. read more...

Facebook Takes The FANGs Out (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2018-07-26 07:36:41:000

Editor's note: Seeking Alpha is proud to welcome WSB Podcast as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more Today's top … read more...

Wall Street Breakfast: Facebook Takes The FANGs Out

via: SeekingAlpha at 2018-07-26 07:02:33:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). The tech-heavy Nasdaq is set for a big down day after Facebook (FB) published quarterly results that underwhelmed inv… read more...

Advanced Micro Devices (AMD) Q2 2018 Results - Earnings Call Transcript

via: SeekingAlpha at 2018-07-25 22:49:18:000

Advanced Micro Devices, Inc. (AMD) Q2 2018 Earnings Call July 25, 2018 5:30 pm ET Executives Laura Graves - Advanced Micro Devices, Inc. Lisa T. Su - Advanced Micro Devices, Inc. Devinder Kumar - Advanced Micro Devices, Inc. Analysts Mark Lipacis - Jefferies LLC John Will… read more...

AMD +5.9% on Q2 beats, 64% Computing and Graphics growth

via: SeekingAlpha at 2018-07-25 17:04:55:000

AMD (NASDAQ: AMD ) gains 5.9% aftermarket on Q2 results that beat EPS and revenue estimates with a 53% Y/Y revenue growth. Downside Q3 guidance has revenue of $1.65B to $1.75B (consensus: $1.76B) and non-GAAP gross margin of about 38%, driven by Ryzen and Epyc product sales and … read more...

Advanced Micro Devices beats by $0.01, beats on revenue

via: SeekingAlpha at 2018-07-25 16:42:11:000

Advanced Micro Devices (NASDAQ: AMD ): Q2 EPS of $0.14 beats by $0.01 . Revenue of $1.76B (+53.0% Y/Y) beats by $40M . Shares -2.3% . Press Release More news on: Advanced Micro Devices, Inc., Earnings news and commentary, Tech stocks news, read more...

AMD earnings preview: Watch for PC, crypto mining impact

via: SeekingAlpha at 2018-07-25 15:25:59:000

AMD ( AMD -1.1% ) will report Q2 results aftermarket today. The company guided revenue of $1.675B to $1.775B (consensus: $1.72B), which represents a 40% Y/Y growth. AMD guided adjusted gross margins of 37%. The consensus estimate puts EPS at $0.13. More news on: Advanced Micro Devices, I… read more...

Notable earnings after Wednesday's close

via: SeekingAlpha at 2018-07-24 17:35:22:000

ABX , AEM , AGNC , ALGN , ALGT , AMD , ANIK , ARI , ASGN , AXS , AXTI , BEAT , BPI , CCJ , CCMP , CDE , CHE , CLB , CLGX , CTXS , CUBI , CUZ , CVRR , CW , DDR , DLB , DRE , ECHO , EFX , EHC , EIG , ESRT , ESV , ETH , F , FARO , FB , FCPT , FFIV , FOE … read more...

The Bitcoin Economy - A Cyclical Microcosm

via: SeekingAlpha at 2018-07-24 16:13:11:000

Reverberations in Cyberspace Regardless of your opinion of the business cycle , it appears that it's here to stay under our current financial system . As we've seen time and time again, the economy goes through periods of growth, overheats, and then we have a pull back in activity, a r… read more...

AMD Q2: Crypto Vs. EPYC

via: SeekingAlpha at 2018-07-24 15:21:04:000

By K C Ma and Lee Briggs Maybe Third Time IS The Charm . It appears that Advanced Micro Devices ( AMD ) may finally come out of the shadow of institutional and short sellers long-time scrutiny and deliver another clear earnings beat for the third time. Even Cramer… read more...

Big Week Of Earnings For Chip Sector: Which Companies Are Set Up For The Biggest Moves

via: SeekingAlpha at 2018-07-23 01:57:27:000

This coming week is a big one for semiconductor companies and their earnings reports. I took note of seven prominent chip companies that are reporting between July 24 and July 26. The list includes Intel (Nasdaq: INTC ), Advanced Micro Devices (Nasdaq: AMD ), Texas Instruments (Nasdaq: TX… read more...

The 'Robinhood Index': Like FANG But Better

via: SeekingAlpha at 2018-07-23 01:43:51:000

If you haven't heard of Robinhood , it is a highly simplified brokerage platform that allows for commission free trading. It has a sleek design, is simple to use, and is becoming the brokerage of choice for Millennials and Generation Z . What makes Robinhood even better is that they ope… read more...

The Big Short Of 2018

via: SeekingAlpha at 2018-07-22 11:13:25:000

Advanced Micro Devices Inc ( AMD ) has had a rather sensational 36 months with returns far surpassing the Nasdaq and the popular "FANG" stocks. AMD data by YCharts This was an early Wheel of Fortune recommendation and has done very well for our subscribers. So why then are we ready to… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

Chip, equipment stocks slip on TSMC's downside guidance

via: SeekingAlpha at 2018-07-19 10:08:17:000

Chip and chip equipment stocks on the move after TSMCs ( TSM +3.8% ) earnings report that included downside Q3 guidance. More news on: Taiwan Semiconductor Manufacturing Company Ltd., Intel Corporation, Maxim Integrated Products, Inc., Tech stocks news, Stocks on the move,… read more...

The S&P 500 is now just 2% from a record and tech earnings could push it over the top

via: CNBC at 2018-07-19 08:06:00:000

No summary available. read more...

The S&P 500 is now just 2% from a record and tech earnings could push it over the top

via: CNBC at 2018-07-19 08:06:00:000

No summary available. read more...

The S&P 500 is now just 2% from a record and tech earnings could push it over the top

via: CNBC at 2018-07-19 08:06:00:000

No summary available. read more...

Advanced Micro Devices Should Go Higher - Cramer's Lightning Round (7/18/18)

via: SeekingAlpha at 2018-07-19 06:38:18:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, July 18. Bullish Calls Advanced Micro Devices (AMD): CEO Lisa Su has done a great job in turning the stock. It deserves to go higher. Twilio (TWLO): CEO Jeff Lawson has got the likes of Uber a… read more...

Advanced Micro Devices Should Go Higher - Cramer's Lightning Round (7/18/18)

via: SeekingAlpha at 2018-07-19 06:38:18:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, July 18. Bullish Calls Advanced Micro Devices (AMD): CEO Lisa Su has done a great job in turning the stock. It deserves to go higher. Twilio (TWLO): CEO Jeff Lawson has got the likes of Uber a… read more...

Advanced Micro Devices Should Go Higher - Cramer's Lightning Round (7/18/18)

via: SeekingAlpha at 2018-07-19 06:38:18:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, July 18. Bullish Calls Advanced Micro Devices (AMD): CEO Lisa Su has done a great job in turning the stock. It deserves to go higher. Twilio (TWLO): CEO Jeff Lawson has got the likes of Uber a… read more...

AMD - Time To Buy?  Dive Into Blockchain For Supply Chains.

via: SeekingAlpha at 2018-07-18 20:34:27:000

Source: AMD Overview The US economy continues to strengthen with lower jobless claims and stable unemployment numbers, and trade war fears seem to be abated (at least in the near term). We are also seeing rising retail sales. It should be no surprise that the US markets are holding their… read more...

AMD - Time To Buy?  Dive Into Blockchain For Supply Chains.

via: SeekingAlpha at 2018-07-18 20:34:27:000

Source: AMD Overview The US economy continues to strengthen with lower jobless claims and stable unemployment numbers, and trade war fears seem to be abated (at least in the near term). We are also seeing rising retail sales. It should be no surprise that the US markets are holding their… read more...

AMD - Time To Buy?  Dive Into Blockchain For Supply Chains.

via: SeekingAlpha at 2018-07-18 20:34:27:000

Source: AMD Overview The US economy continues to strengthen with lower jobless claims and stable unemployment numbers, and trade war fears seem to be abated (at least in the near term). We are also seeing rising retail sales. It should be no surprise that the US markets are holding their… read more...

Cramer's lightning round: The turn in Advanced Micro Devices' stock is real

via: CNBC at 2018-07-18 18:53:00:000

No summary available. read more...

Intel shares get downgraded by Evercore ISI due to rising competition from Nvidia, AMD

via: CNBC at 2018-07-17 09:48:00:000

No summary available. read more...

Intel shares get downgraded by Evercore ISI due to rising competition from Nvidia, AMD

via: CNBC at 2018-07-17 09:48:00:000

No summary available. read more...

The Anatomy Of AMD And Micron's Short Sellers

via: SeekingAlpha at 2018-07-16 15:38:06:000

Anatomy " nadm/" "A study of the structure or internal workings of something." Short sellers, in general, may have (mis)perceived as being more opportunistic and manipulative. While Advanced Micro Devices ( AMD ) and Micron Technology … read more...

AMD Second Quarter Earnings Preview

via: SeekingAlpha at 2018-07-16 11:29:13:000

Advanced Micro Devices ( AMD ) will get on the investor radar again when the company reports second quarter earnings later this month. AMD will post results July 25 (per Nasdaq.com). Between now and on that date, the company already has a high bar set by investors. The stock is up 70 perce… read more...

AMD shares rise after Stifel predicts higher profitability for chipmaker

via: CNBC at 2018-07-16 11:14:00:000

No summary available. read more...

AMD +1% on Stifel target boost, Epyc potential

via: SeekingAlpha at 2018-07-16 08:45:34:000

Stifel raises its AMD (NASDAQ: AMD ) price target from $17 to $21, a 29% upside to Fridays close. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Read more … read more...

By The Numbers: Technology Stocks With Rising Expectations

via: SeekingAlpha at 2018-07-15 01:53:17:000

At the end of the day, a stock is simply a share in an ownership of a business. If the business is doing well, the stock will eventually do well over the long term too. However, successful investing is about much more than looking at a company's financial performance in isolation. Stock pric… read more...

Trump and Putin are the main event, but there's a lot to move markets in the week ahead

via: CNBC at 2018-07-13 17:52:00:000

No summary available. read more...

Trump and Putin are the main event, but there's a lot to move markets in the week ahead

via: CNBC at 2018-07-13 17:52:00:000

No summary available. read more...

Enough Trade War Talk: What Does Micron's Smart Money Think?

via: SeekingAlpha at 2018-07-13 09:09:41:000

By K C Ma and Zachary Gunn Just as I thought we finally finished our last trade war analysis on semi stocks and Micron Technology (MU), here comes Trump's new 200-page, $200-billion, 6,600 (about) items' tariffs list. Since I took the following words of one fellow SA poster, Bkirk , I pro… read more...

Enough Trade War Talk: What Does Micron's Smart Money Think?

via: SeekingAlpha at 2018-07-13 09:09:41:000

By K C Ma and Zachary Gunn Just as I thought we finally finished our last trade war analysis on semi stocks and Micron Technology (MU), here comes Trump's new 200-page, $200-billion, 6,600 (about) items' tariffs list. Since I took the following words of one fellow SA poster, Bkirk , I pro… read more...

AMD Shorts Starting To Cover

via: SeekingAlpha at 2018-07-11 18:40:43:000

Despite the remarkable turnaround made in the last couple of years, chipmaker Advanced Micro Devices ( AMD ) continues to attract a large number of non-believers. About three months ago, short interest in the name hit a new high , but with results continuing to improve, it finally seems lik… read more...

AMD Shorts Starting To Cover

via: SeekingAlpha at 2018-07-11 18:40:43:000

Despite the remarkable turnaround made in the last couple of years, chipmaker Advanced Micro Devices ( AMD ) continues to attract a large number of non-believers. About three months ago, short interest in the name hit a new high , but with results continuing to improve, it finally seems lik… read more...

Stocks like Netflix are so hot, they've already surpassed Wall Street's 12-month forecasts

via: CNBC at 2018-07-11 14:21:00:000

No summary available. read more...

Stocks like Netflix are so hot, they've already surpassed Wall Street's 12-month forecasts

via: CNBC at 2018-07-11 14:21:00:000

No summary available. read more...

ETF investor says own chip stocks to ride the next technology boom

via: CNBC at 2018-07-11 12:54:00:000

No summary available. read more...

ETF investor says own chip stocks to ride the next technology boom

via: CNBC at 2018-07-11 12:54:00:000

No summary available. read more...

White House tariff plans send semi stocks sliding

via: SeekingAlpha at 2018-07-11 09:34:45:000

Semiconductor stocks slide after the White House announces plans to impose 10% tariffs on $200B of Chinese-made products ranging from TV parts to refrigerators. More news on: Advanced Micro Devices, Inc., Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, … read more...

White House tariff plans send semi stocks sliding

via: SeekingAlpha at 2018-07-11 09:34:45:000

Semiconductor stocks slide after the White House announces plans to impose 10% tariffs on $200B of Chinese-made products ranging from TV parts to refrigerators. More news on: Advanced Micro Devices, Inc., Applied Materials, Inc., ASML Holding N.V., Tech stocks news, Stocks on the move, … read more...

Nvidia, AMD lead chip stocks lower on fears about the escalating trade war with China

via: CNBC at 2018-07-11 09:10:00:000

No summary available. read more...

Nvidia, AMD lead chip stocks lower on fears about the escalating trade war with China

via: CNBC at 2018-07-11 09:10:00:000

No summary available. read more...

TUL Corp Revenue Data Offers First Clear Read On AMD Q2 GPU Biz

via: SeekingAlpha at 2018-07-10 14:15:30:000

TUL Corp, a Taiwan listed (Ticker:6150) exclusive AMD AIB partner, just posted their June revenue numbers. Here is what they look like… June is down 28% M/M and 6.7% Yr/Yr. That brings the Q2 tally to down 59% over Q1. Why this is worth paying attention to? Well, Tul exclusively m... read more...

Dividend Portfolio Review: Top 2 Dividend Income For June

via: SeekingAlpha at 2018-07-10 08:55:00:000

As the stakes are increasing with the U.S - China - EU trade wars German automobile stocks get pummeled and are trading at valuations not having been seen since the British cast their infamous BreXit vote. With markets becoming increasingly subject to Trump's intensified everyday Twitter activ… read more...

AMD's Smart Money

via: SeekingAlpha at 2018-07-09 20:09:30:000

Advanced Micro Devices (AMD) shareholders are well between Q3 and Q4 earnings announcements. AMD shares have been traded lackluster for the lack of new fundamental information. This will be a good time to examine how shareholders digest the information released in the last ER. As AMD instituti… read more...

Gigabyte June Revenue Confirms NVIDIA GPU Inventory Thesis

via: SeekingAlpha at 2018-07-09 10:15:00:000

A few weeks ago, in mid June, I published these two ( June 15 , June 19 ) reports, summarizing what I estimated was a GPU Inventory problem at NVIDIA. I based this on reports out of Taiwan citing weak demand and inventory issues, disclosed AIB financial data that was tracking somewhat weaker … read more...

Intel: My Spidey Senses Are Tingling

via: SeekingAlpha at 2018-07-06 15:36:43:000

If you are considering speculating in Intel ( INTC ), contemplate these words and then move on - realizing that your money can be invested more effectively and efficiently elsewhere. This is not to say that Intel cannot fix its problems given time - but time is money and (in the case of In… read more...

Intel: My Spidey Senses Are Tingling

via: SeekingAlpha at 2018-07-06 15:36:43:000

If you are considering speculating in Intel ( INTC ), contemplate these words and then move on - realizing that your money can be invested more effectively and efficiently elsewhere. This is not to say that Intel cannot fix its problems given time - but time is money and (in the case of In… read more...

Intel: My Spidey Senses Are Tingling

via: SeekingAlpha at 2018-07-06 15:36:43:000

If you are considering speculating in Intel ( INTC ), contemplate these words and then move on - realizing that your money can be invested more effectively and efficiently elsewhere. This is not to say that Intel cannot fix its problems given time - but time is money and (in the case of In… read more...

AMD's Pillars Of Growth Over The Next Decade

via: SeekingAlpha at 2018-07-05 20:04:11:000

According to JPR (Jon Peddie Research), in its Q1'18 add-in board market report, graphic board shipments increased 6.4% Q/Q and 66.4% Y/Y. For the quarter, Advanced Micro Devices ( AMD ) increased its market share by 1.2%. I searched a little around the web to find out what the market shar… read more...

AMD's Pillars Of Growth Over The Next Decade

via: SeekingAlpha at 2018-07-05 20:04:11:000

According to JPR (Jon Peddie Research), in its Q1'18 add-in board market report, graphic board shipments increased 6.4% Q/Q and 66.4% Y/Y. For the quarter, Advanced Micro Devices ( AMD ) increased its market share by 1.2%. I searched a little around the web to find out what the market shar… read more...

AMD's Pillars Of Growth Over The Next Decade

via: SeekingAlpha at 2018-07-05 20:04:11:000

According to JPR (Jon Peddie Research), in its Q1'18 add-in board market report, graphic board shipments increased 6.4% Q/Q and 66.4% Y/Y. For the quarter, Advanced Micro Devices ( AMD ) increased its market share by 1.2%. I searched a little around the web to find out what the market shar… read more...

Buy U.S. Stocks For The 4th Of July

via: SeekingAlpha at 2018-07-05 09:07:22:000

By K C Ma and Zachary Gunn After significant upbeat quarterly earnings reports, many tech stocks, including Intel (NASDAQ: INTC ), Advanced Micro Devices (NASDAQ: AMD ), Nvidia (NASDAQ: NVDA), and Micron Technology (NASDAQ: MU ) have failed to make meaningful breakouts. In fact, most … read more...

Will AMD Continue To March Higher?

via: SeekingAlpha at 2018-07-03 12:11:18:000

The overall chip sector logged its worst quarter in nearly 3 years, with the PHLX Semiconductor Index down 1.1% in the second quarter. However, Advanced Micro Devices (NASDAQ: AMD ) emerged as the best performing stock in the SOX index in the second quarter, up around 49%, owing to strong grap… read more...

Will AMD Continue To March Higher?

via: SeekingAlpha at 2018-07-03 12:11:18:000

The overall chip sector logged its worst quarter in nearly 3 years, with the PHLX Semiconductor Index down 1.1% in the second quarter. However, Advanced Micro Devices (NASDAQ: AMD ) emerged as the best performing stock in the SOX index in the second quarter, up around 49%, owing to strong grap… read more...

Green Dot Portfolio: June 2018 Update

via: SeekingAlpha at 2018-07-02 15:28:45:000

Welcome to the 8th monthly update for my Green Dot Portfolio. This is my self-managed retirement portfolio created in a Roth IRA trading account. My goal is to yield a total return of at least 8% annually in income using high-yield dividend investments and swing trading. I have made continuing… read more...

Trade War And Semi Stocks

via: SeekingAlpha at 2018-07-02 11:05:45:000

BY K C Ma, Zachary Gunn, and Dante Medina-Feil In light of the Trump Administrations conflicting signals between Mondays curbing Chinese investments in US technology to Wednesdays modernizing the 1977 International Emergency Economic Powers Act… read more...

InvestorsGuru.com 9 Filtered Mid-Day Market Movers Recap

via: Investors Guru at 2018-07-01 12:35:54:000

Mid-Day Market Movers focus on above average volume, price action, breakout chart trends and news - posted throughout the day live at the top of InvestorsGuru.com and on our Hot Sheet , or follow our @InvestorsGuru Twitter feed or Facebook.com/InvestorsGuru page. Below recaps last week… read more...

Intel: The 3 Failures Of Brian Krzanich, Part 2

via: SeekingAlpha at 2018-06-29 12:47:57:000

Rethink Technology business briefs for June 29, 2018. Failure #2: GPU Computing Summit at Oak Ridge. Source: servethehome.com . The state of high performance computing today is exemplified by the U.S. Department of Energy's Summit supercomputer at Oak Ridge National Laboratory. Wi… read more...

Intel: The 3 Failures Of Brian Krzanich, Part 2

via: SeekingAlpha at 2018-06-29 12:47:57:000

Rethink Technology business briefs for June 29, 2018. Failure #2: GPU Computing Summit at Oak Ridge. Source: servethehome.com . The state of high performance computing today is exemplified by the U.S. Department of Energy's Summit supercomputer at Oak Ridge National Laboratory. Wi… read more...

Some of Wall Street's most hated stocks are surging. Only one deserves any love, market watcher says

via: CNBC at 2018-06-28 13:40:00:000

No summary available. read more...

Tech Stocks: Great Earnings Season Or Export Controls?

via: SeekingAlpha at 2018-06-28 12:31:04:000

Intel ( INTC ) had a big news day last Thursday. For investors though there was one key stat that helped confirm a tech boom. Intel's revenue growth accelerated once again which confirms something we've been seeing from many tech giants. What better stat is there than accelerating revenue grow… read more...

AMD Shorts Keep Pushing, Intelsat Shorts Are In Trouble, ExOne Shorts Are Playing With Fire

via: SeekingAlpha at 2018-06-28 11:54:38:000

Advanced Micro Devices ( AMD ) has had a great ride over the past three months, gaining as much as 70% from the $10 handle. On a previous article on the company (link here ), I said that short sellers would be forced to cover, and it will be one of the reasons for AMD's rise. Well, I wa… read more...

A Structural Shift In The Semiconductor Capital Cycle

via: SeekingAlpha at 2018-06-28 11:12:35:000

Its that time again. Here are the 3 stocks were looking at for July Micron (MU), Intel (INTC), and Advanced Micro Devices (AMD). In our June video we talked about Google (GOOG) (GOOGL), Amazon (AMZN), and Facebook (FB) because strong momentum stocks are the p… read more...

Oil Back To $70; Germany Fails To Reach Migrant Policy Agreement (Wall Street Breakfast Podcast)

via: SeekingAlpha at 2018-06-27 07:34:20:000

Today's top stories: Oil back above $70; Migrant policy failure in Germany; and Facebook abandons drone Internet delivery plans. If you are interested in listening to Wall Street Breakfast to start your day, look for us in the following places: iTunes (find all Seeking Alpha Po… read more...

Wall Street Breakfast: Oil Back Above $70

via: SeekingAlpha at 2018-06-27 07:00:40:000

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on iTunes , Stitcher and SoundCloud (click the highlighted links). New developments are taking place in the oil market as the U.S. pushes countries to halt all oil imports from Iran,… read more...

Semiconductors have better day on China-US tech clarity

via: SeekingAlpha at 2018-06-26 15:57:03:000

Semiconductors have a better day, taking back some of yesterdays losses thanks to increasing clarity regarding US-China tech relations. More news on: Advanced Micro Devices, Inc., Micron Technology Inc., Monolithic Power Systems, Inc., Tech stocks news, Stocks on the move, Read… read more...

Nvidia 1.4% after Benchmark New Buy rating

via: SeekingAlpha at 2018-06-26 08:46:49:000

Benchmark rates Nvidia (NASDAQ: NVDA ) a New Buy with a $280 price target, a 17% upside to yesterdays close. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Netflix suffers its worst day in 2 years

via: CNBC at 2018-06-25 13:26:00:000

No summary available. read more...

Semiconductor stocks drop on reported investment restrictions on China

via: SeekingAlpha at 2018-06-25 13:22:44:000

Semiconductor stocks are taking a beating today after early morning reports and U.S. Treasury Secretary Steven Mnuchins response tweet about reported investment restrictions on China. More news on: Micron Technology Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech … read more...

Chip stocks plunge after Trump's reported plan to restrict foreign technology investment

via: CNBC at 2018-06-25 11:50:00:000

No summary available. read more...

Buy AMD because of its 'generational opportunity' to gain share against Intel: Bank of America

via: CNBC at 2018-06-25 09:58:00:000

No summary available. read more...

Blockchain Exposure With Reality Shares Nasdaq NexGen Economy ETF (BLCN)

via: SeekingAlpha at 2018-06-25 06:21:30:000

Bitcoin mania (and related cryptocurrency) mania was one of leading stories towards the tail end of last year. Bitcoin gained around 2,000% in 2017, but has since fallen to its present value of around $6,600, which is around one-third of its peak value last year. Bitcoin Close Price … read more...

AMD: BofA sees 30% upside

via: SeekingAlpha at 2018-06-25 06:02:39:000

BofA/Merrill Lynch boosts AMD (NASDAQ: AMD ) price target to $20 from $17. Maintains Buy rating. More news on: Advanced Micro Devices, Inc., Tech stocks news, Quick stock ideas, Read more … read more...

Hype Vs. Hope

via: SeekingAlpha at 2018-06-22 07:30:00:000

For every exciting new company or trend that will last, there are probably 5 or 10 others that will go bust or end up much smaller than the initial hope. Part of the challenge in investing in these sorts of companies, especially in the fast-changing technology industry, is to separate the winn… read more...

Hype Vs. Hope

via: SeekingAlpha at 2018-06-22 07:30:00:000

For every exciting new company or trend that will last, there are probably 5 or 10 others that will go bust or end up much smaller than the initial hope. Part of the challenge in investing in these sorts of companies, especially in the fast-changing technology industry, is to separate the winn… read more...

Hype Vs. Hope

via: SeekingAlpha at 2018-06-22 07:30:00:000

For every exciting new company or trend that will last, there are probably 5 or 10 others that will go bust or end up much smaller than the initial hope. Part of the challenge in investing in these sorts of companies, especially in the fast-changing technology industry, is to separate the winn… read more...

Nvidia Appears To Have A GPU Inventory Problem

via: SeekingAlpha at 2018-06-19 15:07:41:000

Well, that didn't take long to confirm. It appears I'm not the only one whose been trying to reconcile the confusing communications coming out of Nvidia lately. And as the Taiwanese supply chain has more leaks than the Trump White House, it was only a matter of time before we got the juicy det… read more...

Nvidia Appears To Have A GPU Inventory Problem

via: SeekingAlpha at 2018-06-19 15:07:41:000

Well, that didn't take long to confirm. It appears I'm not the only one whose been trying to reconcile the confusing communications coming out of Nvidia lately. And as the Taiwanese supply chain has more leaks than the Trump White House, it was only a matter of time before we got the juicy det… read more...

AMD, Alibaba dip on high volume

via: SeekingAlpha at 2018-06-19 14:40:15:000

Information Technology stocks moving on high volume include AMD (NASDAQ: AMD ) and Alibaba (NYSE: BABA ). More news on: Advanced Micro Devices, Inc., Alibaba Group Holding Limited, Tech stocks news, Stocks on the move, Read more … read more...

AMD, Alibaba dip on high volume

via: SeekingAlpha at 2018-06-19 14:40:15:000

Information Technology stocks moving on high volume include AMD (NASDAQ: AMD ) and Alibaba (NYSE: BABA ). More news on: Advanced Micro Devices, Inc., Alibaba Group Holding Limited, Tech stocks news, Stocks on the move, Read more … read more...

SHAREHOLDER ALERT: Hynes Keller & Hernandez, LLC Announces Investigation of Advanced Micro Devices, Inc. (AMD)

via: PR Newswire at 2018-06-19 07:17:00:000

NEW YORK , June 19, 2018 /PRNewswire/ -- Hynes Keller & Hernandez, LLC is investigating potential claims against the Board of Directors of Advanced Micro Devices, Inc. (NASDAQ: AMD) concerning possible breaches of fiduciary duty. In particular, it has been alleged that… read more...

SHAREHOLDER ALERT: Hynes Keller & Hernandez, LLC Announces Investigation of Advanced Micro Devices, Inc. (AMD)

via: PR Newswire at 2018-06-19 07:17:00:000

NEW YORK , June 19, 2018 /PRNewswire/ -- Hynes Keller & Hernandez, LLC is investigating potential claims against the Board of Directors of Advanced Micro Devices, Inc. (NASDAQ: AMD) concerning possible breaches of fiduciary duty. In particular, it has been alleged that… read more...

Micron: Still Undervalued And Should Beat On Earnings

via: SeekingAlpha at 2018-06-18 18:03:23:000

Micron reports earnings this week Micron Technology ( MU ) is set to report their Third Quarter results on Wednesday of this week, with a consensus analyst estimate of $3.10 per share. I expect that they may top this defensive estimate and the stock is still trading at attractive multipl… read more...

AMD's Short Thesis, Boiled Down

via: SeekingAlpha at 2018-06-18 12:20:26:000

Investment Thesis I have highlighted numerous times on SA that, while I would not pay Nvidia's ( NVDA ) price tag, I can see that the company continues to go from strength to strength and deliver strong top and bottom line numbers, together with it being highly free cash flow generative. A… read more...

Intel shares fall after small Wall Street firm downgrades chipmaker, predicting slower growth

via: CNBC at 2018-06-18 10:59:00:000

No summary available. read more...

Dividend Portfolio Review: New Dividend Record

via: SeekingAlpha at 2018-06-18 08:40:48:000

It's May and this is the best time of the year for a German dividend investor as this is the month where most of Germany's companies distribute their annual dividends. As such it was no surprise that May set a new record in dividend income but I am still baffled by the amount and the growth co… read more...

The Growth-Team: Putting A Flashlight On Baozun

via: SeekingAlpha at 2018-06-18 01:36:03:000

Background Few months ago we introduced four teams: I(ncome)-Team : Pure income (lower risk) oriented ideas. R(IC)-Team : Regulated Investment Corporations. G(rowth)-Team : Pure growth (higher risk) oriented ideas. S(peculative)-Team : High-risk investment ideas. The ma… read more...

Asian AIB Read-Through Into GPU Mining Picture

via: SeekingAlpha at 2018-06-15 12:40:33:000

(Published June 6th, The Razor's Edge ) Ive been tracking the Asian AIB partners to get a better read on crypto demand. TUL Corp makes AMD Graphics Cards under the PowerColor brand name. Unlike some of the more diversified AIBs, TUL derives roughly 95% of revenue from graphi… read more...

Asian AIB Read-Through Into GPU Mining Picture

via: SeekingAlpha at 2018-06-15 12:40:33:000

(Published June 6th, The Razor's Edge ) Ive been tracking the Asian AIB partners to get a better read on crypto demand. TUL Corp makes AMD Graphics Cards under the PowerColor brand name. Unlike some of the more diversified AIBs, TUL derives roughly 95% of revenue from graphi… read more...

Asian AIB Read-Through Into GPU Mining Picture

via: SeekingAlpha at 2018-06-15 12:40:33:000

(Published June 6th, The Razor's Edge ) Ive been tracking the Asian AIB partners to get a better read on crypto demand. TUL Corp makes AMD Graphics Cards under the PowerColor brand name. Unlike some of the more diversified AIBs, TUL derives roughly 95% of revenue from graphi… read more...

Keep buying AMD shares because its profitability will soar on new chips: Cowen

via: CNBC at 2018-06-15 09:16:00:000

No summary available. read more...

Keep buying AMD shares because its profitability will soar on new chips: Cowen

via: CNBC at 2018-06-15 09:16:00:000

No summary available. read more...

Keep buying AMD shares because its profitability will soar on new chips: Cowen

via: CNBC at 2018-06-15 09:16:00:000

No summary available. read more...

Cowen raises its AMD target to 29% upside

via: SeekingAlpha at 2018-06-15 07:23:54:000

Cowen raises its AMD (NASDAQ: AMD ) price target from $18 to $21, a 29% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Cowen raises its AMD target to 29% upside

via: SeekingAlpha at 2018-06-15 07:23:54:000

Cowen raises its AMD (NASDAQ: AMD ) price target from $18 to $21, a 29% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Cowen raises its AMD target to 29% upside

via: SeekingAlpha at 2018-06-15 07:23:54:000

Cowen raises its AMD (NASDAQ: AMD ) price target from $18 to $21, a 29% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Susquehanna: AMD gaining Ryzen desktop market share, Mobile struggles

via: SeekingAlpha at 2018-06-14 10:18:18:000

Susquehanna analyst Christopher Rolland says Advanced Micro Devices (NASDAQ: AMD ) is gaining share with Ryzen on desktops, but the mobile side is still a no-show. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Re… read more...

AMD: A Screaming Buy Or Time For Caution? A Long-Term Bull Makes A Case For Both

via: SeekingAlpha at 2018-06-13 17:16:20:000

In this article, we will explore the traders' point of view (short term); the hype players' point of view (mid-term); and the investors' point of view (long term). Each has different concerns and objectives. AMD ( AMD ) is an exceptional long-term investment, if you can see the future. Howev… read more...

Intel: Time To Be Cautious

via: SeekingAlpha at 2018-06-13 14:11:58:000

Intel stock has surged almost 60% over last year on strong business achievements Intel ( INTC ) stock has been a rewarding investment for those who have kept it in their portfolios over the last year. Hence, the stock has gained about 60% since I recommended INTC as a buy in this article: I… read more...

AMD Shorts Not Giving Up

via: SeekingAlpha at 2018-06-12 11:19:04:000

As seen in the chart below, one of the biggest winners in the tech space over the past six months is Advanced Micro Devices ( AMD ). Shares of the chipmaker have surged as business prospects have improved , bringing the company back from the depths of a few years ago. But despite the improv… read more...

AMD: My New 12 Month Forward Price Target Is Now $30 A Share

via: SeekingAlpha at 2018-06-12 09:19:26:000

At Computex 2018, Advanced Micro Devices ( AMD ) announced two products that are sure to take the computer world by storm. You can read the complete press release here , and see the video presentation here . I advise you to do so, because there is a lot of valuable information as to AMD's … read more...

Cryptocurrency And Mining Impact Deep Dive: Antminer E3 - The End Of GPU Mining?

via: SeekingAlpha at 2018-06-11 22:22:49:000

Editor's note: Seeking Alpha is proud to welcome CryptoCraze as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to the SA PRO archive. Click here to find out more The cryptocur… read more...

AMD +2.7% as analyst, Intel CEO say it will take server chip market share

via: SeekingAlpha at 2018-06-11 12:42:04:000

Nomura Instinet says AMD (NASDAQ: AMD ) will likely take server chip market share away from Intel (NASDAQ: INTC ). More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD: Several Major Wins Bring The $20 Target Closer

via: SeekingAlpha at 2018-06-11 11:42:30:000

AMD shorts have suffered from a 50% price surge since the latest quarterly report Advanced Micro Devices ( AMD ) has been one of the most shorted companies on the market, with a short float reaching 20% before the latest earnings. As the corporation reported stellar results, the stock has … read more...

AMD will create 'stiff competition' for Intel next year due to its chip manufacturing advances: Analyst

via: CNBC at 2018-06-11 10:53:00:000

No summary available. read more...

Nvidia: Growing But Expensive

via: SeekingAlpha at 2018-06-11 10:14:24:000

Nvidia ( NVDA ) has great performance on the market for the past 5 years. Since middle of 2013, the company's share price has had spectacular rise, from $14.45 per share to $261.75, delivering to their shareholders a 78.5% annual compounded return. Indeed, the stock price has been driven by Nv… read more...

Advanced Micro Devices: Time To Sell

via: SeekingAlpha at 2018-06-11 09:52:20:000

Advanced Micro Devices, Inc. 's ( AMD ) shares have surged throughout May, reaching new 52-week highs in the process. The price surge is a good opportunity for investors, in my opinion, to realize significant capital gains, and sell into the current strength. While I have been bullish on AMD … read more...

Traders are betting AMD's rally has gone too far, too fast

via: CNBC at 2018-06-08 13:02:00:000

No summary available. read more...

Traders are betting AMD's rally has gone too far, too fast

via: CNBC at 2018-06-08 13:02:00:000

No summary available. read more...

Traders are betting AMD's rally has gone too far, too fast

via: CNBC at 2018-06-08 13:02:00:000

No summary available. read more...

AMD's Processors Likely To Underpin Top-Line Growth

via: SeekingAlpha at 2018-06-08 12:00:53:000

Share price momentum for semiconductor giant Advanced Micro Devices Inc. ( AMD ) continues its trajectory in a fixed diagonal/upward trending channel, brushing aside a more cautionary market overshadowed by tariffs and recent threats of global trade-wars. AMD continues its rise to fresh territ… read more...

AMD's Processors Likely To Underpin Top-Line Growth

via: SeekingAlpha at 2018-06-08 12:00:53:000

Share price momentum for semiconductor giant Advanced Micro Devices Inc. ( AMD ) continues its trajectory in a fixed diagonal/upward trending channel, brushing aside a more cautionary market overshadowed by tariffs and recent threats of global trade-wars. AMD continues its rise to fresh territ… read more...

AMD's Processors Likely To Underpin Top-Line Growth

via: SeekingAlpha at 2018-06-08 12:00:53:000

Share price momentum for semiconductor giant Advanced Micro Devices Inc. ( AMD ) continues its trajectory in a fixed diagonal/upward trending channel, brushing aside a more cautionary market overshadowed by tariffs and recent threats of global trade-wars. AMD continues its rise to fresh territ… read more...

AMD +1.4% on The Information report about Intel battle

via: SeekingAlpha at 2018-06-08 10:27:00:000

Advanced Micro Devices (NASDAQ: AMD ) gains on a The Information report about how Intels ( INTC -1.3% ) manufacturing glitch opens the way for AMD to become first to market with a new, advanced chip. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks ne… read more...

AMD +1.4% on The Information report about Intel battle

via: SeekingAlpha at 2018-06-08 10:27:00:000

Advanced Micro Devices (NASDAQ: AMD ) gains on a The Information report about how Intels ( INTC -1.3% ) manufacturing glitch opens the way for AMD to become first to market with a new, advanced chip. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks ne… read more...

AMD +1.4% on The Information report about Intel battle

via: SeekingAlpha at 2018-06-08 10:27:00:000

Advanced Micro Devices (NASDAQ: AMD ) gains on a The Information report about how Intels ( INTC -1.3% ) manufacturing glitch opens the way for AMD to become first to market with a new, advanced chip. More news on: Advanced Micro Devices, Inc., Intel Corporation, Tech stocks ne… read more...

Tech sector under pressure from Apple suppliers, semi equipment stocks

via: SeekingAlpha at 2018-06-08 10:11:39:000

Semiconductor stocks and Apple ( AAPL -1.6% ) suppliers are pulling the tech industry down on todays open after Broadcoms ( AVGO -2.1% ), TSMCs ( TSM -1.8% ) May revenue report, and a report that Apple could drop supplier orders by 20%. Semiconductor equipment … read more...

Tech sector under pressure from Apple suppliers, semi equipment stocks

via: SeekingAlpha at 2018-06-08 10:11:39:000

Semiconductor stocks and Apple ( AAPL -1.6% ) suppliers are pulling the tech industry down on todays open after Broadcoms ( AVGO -2.1% ), TSMCs ( TSM -1.8% ) May revenue report, and a report that Apple could drop supplier orders by 20%. Semiconductor equipment … read more...

Tech sector under pressure from Apple suppliers, semi equipment stocks

via: SeekingAlpha at 2018-06-08 10:11:39:000

Semiconductor stocks and Apple ( AAPL -1.6% ) suppliers are pulling the tech industry down on todays open after Broadcoms ( AVGO -2.1% ), TSMCs ( TSM -1.8% ) May revenue report, and a report that Apple could drop supplier orders by 20%. Semiconductor equipment … read more...

Your first trade for Friday, June 8

via: CNBC at 2018-06-08 09:13:00:000

No summary available. read more...

Your first trade for Friday, June 8

via: CNBC at 2018-06-08 09:13:00:000

No summary available. read more...

Your first trade for Friday, June 8

via: CNBC at 2018-06-08 09:13:00:000

No summary available. read more...

AMD +5.5% after 7nm GPU unveil, Nvidia CEO comments

via: SeekingAlpha at 2018-06-06 11:39:10:000

Advanced Micro Devices (NASDAQ: AMD ) gains 5.5% after unveiling the first 7nm GPU. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +5.5% after 7nm GPU unveil, Nvidia CEO comments

via: SeekingAlpha at 2018-06-06 11:39:10:000

Advanced Micro Devices (NASDAQ: AMD ) gains 5.5% after unveiling the first 7nm GPU. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Valuation Dashboard: Technology And Telecom - Update

via: SeekingAlpha at 2018-06-06 03:59:34:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price. When combining the three … read more...

Valuation Dashboard: Technology And Telecom - Update

via: SeekingAlpha at 2018-06-06 03:59:34:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price. When combining the three … read more...

AMD: 2018 Target Prices

via: SeekingAlpha at 2018-06-04 23:33:21:000

It has been five weeks since Advanced Micro Devices (NASDAQ: AMD) 1Q earnings release (ER). Look like AMD stock finally survived the typical post-ER volatility . As both Intel (NASDAQ: INTC) and Nvidia (NASDAQ: NVDA) also released their ERs, maybe this is a good time to value AMD sh… read more...

BofAML sees PC potential for AMD and Nvidia, limited crypto downside

via: SeekingAlpha at 2018-06-04 09:08:59:000

Bank of America Merrill Lynch reiterates Nvidia (NASDAQ: NVDA ) as a top pick and AMD (NASDAQ: AMD ) as a Buy due to expanding graphics chip adoption from the PC gaming sector. More news on: NVIDIA Corporation, Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read m… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

Advanced Micro Devices: High-Level Share Price & Company Analysis

via: SeekingAlpha at 2018-06-03 16:30:00:000

Discussions about Advance Micro Devices ( AMD ), especially in the comment section, are getting pretty heated. The goal of this article is to take a step back from the detailed discussions surrounding AMD and examine the bigger picture by first, developing an understanding of the assumptions i… read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

AMD shares rise after analyst predicts it will win more server chip deals

via: CNBC at 2018-06-01 12:39:00:000

No summary available. read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

Semiconductors strong after Marvell earnings beat, AMD target boost

via: SeekingAlpha at 2018-06-01 11:35:27:000

Semiconductor stocks are ending the week on an up note after Marvell Tech ( MRVL +2.8% ) reported a Q1 beat yesterday and Stifel raised its AMD ( AMD +3.8% ) price target this morning. More news on: Marvell Technology Group, Ltd., Advanced Micro Devices, Inc., Intel Corporation, Tech … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD +3.7% on Stifel price target increase

via: SeekingAlpha at 2018-06-01 11:18:41:000

Stifel raises its Advanced Micro Devices (NASDAQ: AMD ) price target from $14 to $17. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD Vega Margins Explained

via: SeekingAlpha at 2018-05-31 10:25:06:000

Judging by the ongoing discourse about Advanced Micro Devices' ( AMD ) Vega, there appears to be widespread lack of knowledge and misinformation about the cost structure of Vega among investors. At the extreme, there is severely ill-informed thinking that AMD loses money on Vega. In this art… read more...

In Case We're Wrong About Intel

via: SeekingAlpha at 2018-05-31 06:16:02:000

Intel subsidiary Mobileye testing an autonomous car in Jerusalem (via Intel ) What A Difference Two Years Makes In May of 2016, a Seeking Alpha contributor argued that Intel ( INTC ) was " a dinosaur headed for extinction ". Since then, the "dinosaur" has roared up nearly 96%. Seekin… read more...

Road To Financial Independence: My April 91-Stock Portfolio Review

via: SeekingAlpha at 2018-05-31 06:15:50:000

With the earnings seasons gaining full swing, stock markets recovered and concentrated on earnings, casting aside doubts about a looming economic downturn. The only exception here were classic dividend stocks which all took a beating, ranging from Procter & Gamble ( PG ), Altria ( MO ), AT… read more...

Share Turnover, Beta, And Stock Returns

via: SeekingAlpha at 2018-05-31 02:19:42:000

Share turnover is the volume of a stock traded divided by its shares outstanding (or by its float). In this article I want to show what this metric is good for. (This article is based loosely on a recent working paper by Maria Kasch, a professor at Humboldt University of Berlin, entitled "S… read more...

AMD's $9 Target

via: SeekingAlpha at 2018-05-30 10:05:14:000

Executive Summary In the article that follows I explain why I believe that AMD will correct back to $9 (35% downside from current prices). I argue that investors might have failed to recognize that in spite of AMD's supern H1 2018 performance that its second half of 2018 will mark the per… read more...

AMD's $9 Target

via: SeekingAlpha at 2018-05-30 10:05:14:000

Executive Summary In the article that follows I explain why I believe that AMD will correct back to $9 (35% downside from current prices). I argue that investors might have failed to recognize that in spite of AMD's supern H1 2018 performance that its second half of 2018 will mark the per… read more...

Your first trade for Wednesday, May 30

via: CNBC at 2018-05-30 09:49:00:000

No summary available. read more...

Your first trade for Wednesday, May 30

via: CNBC at 2018-05-30 09:49:00:000

No summary available. read more...

AMD: Crypto Concerns, GPU Sizing, Vega Strategy, And Much Needed Noise Filtering

via: SeekingAlpha at 2018-05-29 12:15:55:000

Im bullish on AMD shares, but reading all these articles on SA as well as industry consulting reports/sell-side research has clearly demonstrated to me that there is a lot of noise around the name that needs to be cleared up, and a lot of interesting elements that really not being di… read more...

AMD: Crypto Concerns, GPU Sizing, Vega Strategy, And Much Needed Noise Filtering

via: SeekingAlpha at 2018-05-29 12:15:55:000

Im bullish on AMD shares, but reading all these articles on SA as well as industry consulting reports/sell-side research has clearly demonstrated to me that there is a lot of noise around the name that needs to be cleared up, and a lot of interesting elements that really not being di… read more...

AMD: Crypto Concerns, GPU Sizing, Vega Strategy, And Much Needed Noise Filtering

via: SeekingAlpha at 2018-05-29 12:15:55:000

Im bullish on AMD shares, but reading all these articles on SA as well as industry consulting reports/sell-side research has clearly demonstrated to me that there is a lot of noise around the name that needs to be cleared up, and a lot of interesting elements that really not being di… read more...

Your first trade for Thursday, May 24

via: CNBC at 2018-05-24 09:14:00:000

No summary available. read more...

Your first trade for Thursday, May 24

via: CNBC at 2018-05-24 09:14:00:000

No summary available. read more...

Your first trade for Thursday, May 24

via: CNBC at 2018-05-24 09:14:00:000

No summary available. read more...

Your first trade for Thursday, May 24

via: CNBC at 2018-05-24 09:14:00:000

No summary available. read more...

Assessing The AMD Battleground From All Sides

via: SeekingAlpha at 2018-05-23 12:04:13:000

Caught in the Storm My instincts take me away from battlegrounds. While there may be entertainment value in following Valeant (VRX) or Herbalife ( HLF ) or Tesla ( TSLA ), and there is usually a lesson or two to be learned as things shake out, but I'm not smart enough or patient enough to we… read more...

Assessing The AMD Battleground From All Sides

via: SeekingAlpha at 2018-05-23 12:04:13:000

Caught in the Storm My instincts take me away from battlegrounds. While there may be entertainment value in following Valeant (VRX) or Herbalife ( HLF ) or Tesla ( TSLA ), and there is usually a lesson or two to be learned as things shake out, but I'm not smart enough or patient enough to we… read more...

Assessing The AMD Battleground From All Sides

via: SeekingAlpha at 2018-05-23 12:04:13:000

Caught in the Storm My instincts take me away from battlegrounds. While there may be entertainment value in following Valeant (VRX) or Herbalife ( HLF ) or Tesla ( TSLA ), and there is usually a lesson or two to be learned as things shake out, but I'm not smart enough or patient enough to we… read more...

AMD: Ready For Server Outperformance?

via: SeekingAlpha at 2018-05-23 11:42:26:000

It just got easier for AMD ( AMD ) to gain a solid footing in the lucrative server microprocessor market. Qualcomm ( QCOM ) is reportedly planning to exit the ARM-based server segment and this will certainly help Intel ( INTC ) in preserving its average selling prices, or ASPs. Bu… read more...

AMD: Ready For Server Outperformance?

via: SeekingAlpha at 2018-05-23 11:42:26:000

It just got easier for AMD ( AMD ) to gain a solid footing in the lucrative server microprocessor market. Qualcomm ( QCOM ) is reportedly planning to exit the ARM-based server segment and this will certainly help Intel ( INTC ) in preserving its average selling prices, or ASPs. Bu… read more...

AMD: Ready For Server Outperformance?

via: SeekingAlpha at 2018-05-23 11:42:26:000

It just got easier for AMD ( AMD ) to gain a solid footing in the lucrative server microprocessor market. Qualcomm ( QCOM ) is reportedly planning to exit the ARM-based server segment and this will certainly help Intel ( INTC ) in preserving its average selling prices, or ASPs. Bu… read more...

Robbins Arroyo LLP Is Investigating the Officers and Directors of Advanced Micro Devices, Inc. (AMD) on Behalf of Shareholders

via: Business Wire at 2018-05-22 16:13:00:000

Shareholder rights law firm Robbins Arroyo LLP is investigating whether certain officers and directors of Advanced Micro Devices, Inc. (NasdaqCM: AMD) breached their fiduciary duties to shareholders. Advanced Micro Devices operates as a semiconductor company worldwide. View this inform… read more...

Intel And Mobileye Are Tearing Down Nvidia's Self-Driving Car Strategy

via: SeekingAlpha at 2018-05-22 12:46:08:000

I previously felt Intel ( INTC ) overpaid when it bought Mobileye last year for $15.3 billion . The estimated 2017 revenue of Mobileye was only around $500 million. The 30.6 Price/Sales ratio purchase price of Mobileye looked expensive . Nevertheless, Mobileyes new contract to supp… read more...

Crash Protection For AMD

via: SeekingAlpha at 2018-05-21 14:18:42:000

The Formula One Scuderia Ferrari sponsored by AMD (via AMD ) A Rally On Nothing But Hope? Shares of AMD ( AMD ) are up more than 28% over the last month, but Seeking Alpha contributor Michael Wiggins De Oliveira argued last week that the stock has rallied on " nothing but hope ." In t… read more...

NXP Semiconductors, Micron among movers on trade war hold

via: SeekingAlpha at 2018-05-21 07:31:49:000

NXP Semiconductors (NASDAQ: NXPI ), Micron (NASDAQ: MU ), AMD (NASDAQ: AMD ), and Acacia Communications (NASDAQ: ACIA ) are among the companies moving after Treasury Secretary Steve Mnuchin said the U.S. and China will put the tariffs on hold for now. More news on: NXP … read more...

Your first trade for Friday, May 18

via: CNBC at 2018-05-18 09:20:00:000

No summary available. read more...

Cowen initiates AMD at 40% upside; shares +2.7%

via: SeekingAlpha at 2018-05-18 07:57:10:000

Cowen starts Advanced Micro Devices (NASDAQ: AMD ) at Outperform with an $18 price target, a 40% upside to yesterdays close. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

AMD, Nvidia shares to soar on new growth markets: Cowen

via: CNBC at 2018-05-18 07:31:00:000

No summary available. read more...

AMD Rallies On Nothing But Hope

via: SeekingAlpha at 2018-05-16 12:54:39:000

Executive Summary It has not escaped me that in the recent month, AMD's ( AMD ) share price has rallied strongly. AMD shareholders, who commentate on my articles, persistently tell me that I'm wrong about AMD, and that rally in its share price is evidence that AMD is undervalued. I, on the o… read more...

AMD Rallies On Nothing But Hope

via: SeekingAlpha at 2018-05-16 12:54:39:000

Executive Summary It has not escaped me that in the recent month, AMD's ( AMD ) share price has rallied strongly. AMD shareholders, who commentate on my articles, persistently tell me that I'm wrong about AMD, and that rally in its share price is evidence that AMD is undervalued. I, on the o… read more...

AMD Rallies On Nothing But Hope

via: SeekingAlpha at 2018-05-16 12:54:39:000

Executive Summary It has not escaped me that in the recent month, AMD's ( AMD ) share price has rallied strongly. AMD shareholders, who commentate on my articles, persistently tell me that I'm wrong about AMD, and that rally in its share price is evidence that AMD is undervalued. I, on the o… read more...

AMD Rallies On Nothing But Hope

via: SeekingAlpha at 2018-05-16 12:54:39:000

Executive Summary It has not escaped me that in the recent month, AMD's ( AMD ) share price has rallied strongly. AMD shareholders, who commentate on my articles, persistently tell me that I'm wrong about AMD, and that rally in its share price is evidence that AMD is undervalued. I, on the o… read more...

AMD Rallies On Nothing But Hope

via: SeekingAlpha at 2018-05-16 12:54:39:000

Executive Summary It has not escaped me that in the recent month, AMD's ( AMD ) share price has rallied strongly. AMD shareholders, who commentate on my articles, persistently tell me that I'm wrong about AMD, and that rally in its share price is evidence that AMD is undervalued. I, on the o… read more...

AMD shares rise after analyst upgrades chipmaker due to Intel's manufacturing technology delay

via: CNBC at 2018-05-16 11:16:00:000

No summary available. read more...

AMD shares rise after analyst upgrades chipmaker due to Intel's manufacturing technology delay

via: CNBC at 2018-05-16 11:16:00:000

No summary available. read more...

AMD shares rise after analyst upgrades chipmaker due to Intel's manufacturing technology delay

via: CNBC at 2018-05-16 11:16:00:000

No summary available. read more...

AMD shares rise after analyst upgrades chipmaker due to Intel's manufacturing technology delay

via: CNBC at 2018-05-16 11:16:00:000

No summary available. read more...

AMD shares rise after analyst upgrades chipmaker due to Intel's manufacturing technology delay

via: CNBC at 2018-05-16 11:16:00:000

No summary available. read more...

Susquehanna upgrades AMD; shares +3.3%

via: SeekingAlpha at 2018-05-16 10:52:43:000

Susquehanna upgrades AMD (NASDAQ: AMD ) from Negative to Neutral. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Susquehanna upgrades AMD; shares +3.3%

via: SeekingAlpha at 2018-05-16 10:52:43:000

Susquehanna upgrades AMD (NASDAQ: AMD ) from Negative to Neutral. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Susquehanna upgrades AMD; shares +3.3%

via: SeekingAlpha at 2018-05-16 10:52:43:000

Susquehanna upgrades AMD (NASDAQ: AMD ) from Negative to Neutral. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Susquehanna upgrades AMD; shares +3.3%

via: SeekingAlpha at 2018-05-16 10:52:43:000

Susquehanna upgrades AMD (NASDAQ: AMD ) from Negative to Neutral. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Susquehanna upgrades AMD; shares +3.3%

via: SeekingAlpha at 2018-05-16 10:52:43:000

Susquehanna upgrades AMD (NASDAQ: AMD ) from Negative to Neutral. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Fat Dividend Yields To Beef Up Your Portfolio In 2018

via: SeekingAlpha at 2018-05-16 08:00:00:000

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Many great dividend growth stocks focus on meeting simple needs of customers. It should be no surprise that many dividend champions are consumer staples. Without the great recession, some ap… read more...

Fat Dividend Yields To Beef Up Your Portfolio In 2018

via: SeekingAlpha at 2018-05-16 08:00:00:000

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Many great dividend growth stocks focus on meeting simple needs of customers. It should be no surprise that many dividend champions are consumer staples. Without the great recession, some ap… read more...

Fat Dividend Yields To Beef Up Your Portfolio In 2018

via: SeekingAlpha at 2018-05-16 08:00:00:000

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Many great dividend growth stocks focus on meeting simple needs of customers. It should be no surprise that many dividend champions are consumer staples. Without the great recession, some ap… read more...

Fat Dividend Yields To Beef Up Your Portfolio In 2018

via: SeekingAlpha at 2018-05-16 08:00:00:000

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Many great dividend growth stocks focus on meeting simple needs of customers. It should be no surprise that many dividend champions are consumer staples. Without the great recession, some ap… read more...

Fat Dividend Yields To Beef Up Your Portfolio In 2018

via: SeekingAlpha at 2018-05-16 08:00:00:000

This research report was produced by The REIT Forum with assistance from Big Dog Investments . Many great dividend growth stocks focus on meeting simple needs of customers. It should be no surprise that many dividend champions are consumer staples. Without the great recession, some ap… read more...

Your first trade for Tuesday, May 15

via: CNBC at 2018-05-15 09:10:00:000

No summary available. read more...

Your first trade for Tuesday, May 15

via: CNBC at 2018-05-15 09:10:00:000

No summary available. read more...

Your first trade for Tuesday, May 15

via: CNBC at 2018-05-15 09:10:00:000

No summary available. read more...

Your first trade for Tuesday, May 15

via: CNBC at 2018-05-15 09:10:00:000

No summary available. read more...

Your first trade for Tuesday, May 15

via: CNBC at 2018-05-15 09:10:00:000

No summary available. read more...

Dividend Growth Portfolio: May 2018 Update

via: SeekingAlpha at 2018-05-14 18:44:20:000

It has been about a year and a half since I retired and subsequently wrote my first Seeking Alpha article detailing my dividend growth portfolio. I had intended to write periodic articles detailing the portfolio updates and changes (as many other authors do here), but life events sidetracked m… read more...

AMD: Is Growth About To Collapse?

via: SeekingAlpha at 2018-05-14 16:54:00:000

After completing a quarter of exceptional growth that accelerated to 40%, Advanced Micro Devices ( AMD ) is forecast by analysts to suddenly dip to meager growth by Q3. The stock appears a bargain unless the company dips back into a cyclical rut. Source: AMD website Cyclical Past Rev… read more...

JPMorgan: Buy AMD's June $13 strike call option

via: SeekingAlpha at 2018-05-14 12:34:12:000

JPMorgans equity derivatives strategist recommends buying the Advanced Micro Devices (NASDAQ: AMD ) June $13 strike call option. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Valuation Dashboard: Technology And Telecom - Update

via: SeekingAlpha at 2018-05-14 12:09:51:000

This article series provides a monthly dashboard of industries in each sector of the GICS classification. It compares valuation and quality factors relative to their historical averages in each industry. Executive summary Semiconductors look close to fair price, Communication Equipment… read more...

JP Morgan recommends betting on AMD for a short-term pop from cryptocurrency conference hype

via: CNBC at 2018-05-14 11:47:00:000

No summary available. read more...

For NVIDIA, It's Beat, Raise, Repeat

via: SeekingAlpha at 2018-02-13 12:55:40:000

On Thursday, NVIDIA ( NVDA ) announced another strong fourth quarter that capped another record year. Reported headline numbers beat the consensus by a wide margin as Revenue of $2.91B (+ 34.1% Y/Y) beats by $230M and EPS of $1.72 beats by $0.56. As we head into F2019 the management has issued… read more...

Apple, these other stocks have led this monster bounce from last week's lows

via: CNBC at 2018-02-12 16:28:00:000

No summary available. read more...

Apple, these other stocks have led this monster bounce from last week's lows

via: CNBC at 2018-02-12 16:28:00:000

No summary available. read more...

Nvidia: Street Is Still Way Too Low

via: SeekingAlpha at 2018-02-12 12:09:03:000

NVIDIA ( NVDA ) had another blowout quarter. Its guide was impressive too. But we'll show that the Street is still way too low. We last wrote publicly on NVIDIA on January 8th ("Where Can This Thing Go.") when we said this stock can get to $318. We pointed out that the Street was way too l… read more...

Nvidia: Street Is Still Way Too Low

via: SeekingAlpha at 2018-02-12 12:09:03:000

NVIDIA ( NVDA ) had another blowout quarter. Its guide was impressive too. But we'll show that the Street is still way too low. We last wrote publicly on NVIDIA on January 8th ("Where Can This Thing Go.") when we said this stock can get to $318. We pointed out that the Street was way too l… read more...

Nvidia: Crypto Crushed Bears In Q4

via: SeekingAlpha at 2018-02-12 08:46:38:000

On February 6 th , we published an article titled Nvidia: Crypto Business Will Run Over Bears . In that article, we responded to Citrons misguided attack on NIVIDA ( NVDA ) heading into earnings. Specifically, we took issue with Citrons argument that the Bitcoin ( COIN , OTCQ… read more...

Nvidia: Crypto Crushed Bears In Q4

via: SeekingAlpha at 2018-02-12 08:46:38:000

On February 6 th , we published an article titled Nvidia: Crypto Business Will Run Over Bears . In that article, we responded to Citrons misguided attack on NIVIDA ( NVDA ) heading into earnings. Specifically, we took issue with Citrons argument that the Bitcoin ( COIN , OTCQ… read more...

AMD EQUITY ALERT: The Law Offices of Vincent Wong Reminds Investors of a Class Action Involving Advanced Micro Devices, Inc. and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-10 18:00:00:000

The Law Offices of Vincent Wong announce that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of investors who purchased Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) securities between February 21, 2017 a… read more...

AMD EQUITY ALERT: The Law Offices of Vincent Wong Reminds Investors of a Class Action Involving Advanced Micro Devices, Inc. and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-10 18:00:00:000

The Law Offices of Vincent Wong announce that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of investors who purchased Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) securities between February 21, 2017 a… read more...

AMD EQUITY ALERT: The Law Offices of Vincent Wong Reminds Investors of a Class Action Involving Advanced Micro Devices, Inc. and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-10 18:00:00:000

The Law Offices of Vincent Wong announce that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of investors who purchased Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) securities between February 21, 2017 a… read more...

AMD EQUITY ALERT: The Law Offices of Vincent Wong Reminds Investors of a Class Action Involving Advanced Micro Devices, Inc. and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-10 18:00:00:000

The Law Offices of Vincent Wong announce that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of investors who purchased Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) securities between February 21, 2017 a… read more...

EQUITY ALERT: Levi & Korsinsky, LLP Reminds Shareholders of Advanced Micro Devices, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-09 13:00:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

EQUITY ALERT: Levi & Korsinsky, LLP Reminds Shareholders of Advanced Micro Devices, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-09 13:00:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

EQUITY ALERT: Levi & Korsinsky, LLP Reminds Shareholders of Advanced Micro Devices, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-09 13:00:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

EQUITY ALERT: Levi & Korsinsky, LLP Reminds Shareholders of Advanced Micro Devices, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-09 13:00:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

EQUITY ALERT: Levi & Korsinsky, LLP Reminds Shareholders of Advanced Micro Devices, Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-09 13:00:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

The Klein Law Firm Announces a Class Action Commenced on Behalf of Advanced Micro Devices, Inc. Shareholders and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-08 14:30:00:000

The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Advanced Micro Devices, Inc. (NASDAQ:AMD) who purchased shares between February 21, 2017 and January 11, 2018 . The action, which was filed in the United States District Court for the No… read more...

The Klein Law Firm Announces a Class Action Commenced on Behalf of Advanced Micro Devices, Inc. Shareholders and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-08 14:30:00:000

The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Advanced Micro Devices, Inc. (NASDAQ:AMD) who purchased shares between February 21, 2017 and January 11, 2018 . The action, which was filed in the United States District Court for the No… read more...

The Klein Law Firm Announces a Class Action Commenced on Behalf of Advanced Micro Devices, Inc. Shareholders and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-08 14:30:00:000

The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Advanced Micro Devices, Inc. (NASDAQ:AMD) who purchased shares between February 21, 2017 and January 11, 2018 . The action, which was filed in the United States District Court for the No… read more...

AMD: Rinse, Wash, Repeat, Profit

via: SeekingAlpha at 2018-02-08 11:00:12:000

Having been preoccupied with President Trump and the Korean crisis, my writing has slowed down and that's fine. I feel it's best to write when I have something to say or a point to make. Today I have a point to make… thus I write. Rear View Investing Why some web site discussions ins... read more...

AMD: Rinse, Wash, Repeat, Profit

via: SeekingAlpha at 2018-02-08 11:00:12:000

Having been preoccupied with President Trump and the Korean crisis, my writing has slowed down and that's fine. I feel it's best to write when I have something to say or a point to make. Today I have a point to make… thus I write. Rear View Investing Why some web site discussions ins... read more...

AMD: Rinse, Wash, Repeat, Profit

via: SeekingAlpha at 2018-02-08 11:00:12:000

Having been preoccupied with President Trump and the Korean crisis, my writing has slowed down and that's fine. I feel it's best to write when I have something to say or a point to make. Today I have a point to make… thus I write. Rear View Investing Why some web site discussions ins... read more...

AMD: Rinse, Wash, Repeat, Profit

via: SeekingAlpha at 2018-02-08 11:00:12:000

Having been preoccupied with President Trump and the Korean crisis, my writing has slowed down and that's fine. I feel it's best to write when I have something to say or a point to make. Today I have a point to make… thus I write. Rear View Investing Why some web site discussions ins... read more...

Putting A Fair Price On AMD

via: SeekingAlpha at 2018-02-08 09:47:19:000

AMD data by YCharts AMD ( AMD ) is a battleground stock with plenty of loud voices arguing that the stock is either undervalued or overvalued. Perhaps because of this, shares have been volatile over the past year, bouncing between ~ $10 and $15 repeatedly. Not being one to shy away fr… read more...

Putting A Fair Price On AMD

via: SeekingAlpha at 2018-02-08 09:47:19:000

AMD data by YCharts AMD ( AMD ) is a battleground stock with plenty of loud voices arguing that the stock is either undervalued or overvalued. Perhaps because of this, shares have been volatile over the past year, bouncing between ~ $10 and $15 repeatedly. Not being one to shy away fr… read more...

Putting A Fair Price On AMD

via: SeekingAlpha at 2018-02-08 09:47:19:000

AMD data by YCharts AMD ( AMD ) is a battleground stock with plenty of loud voices arguing that the stock is either undervalued or overvalued. Perhaps because of this, shares have been volatile over the past year, bouncing between ~ $10 and $15 repeatedly. Not being one to shy away fr… read more...

Putting A Fair Price On AMD

via: SeekingAlpha at 2018-02-08 09:47:19:000

AMD data by YCharts AMD ( AMD ) is a battleground stock with plenty of loud voices arguing that the stock is either undervalued or overvalued. Perhaps because of this, shares have been volatile over the past year, bouncing between ~ $10 and $15 repeatedly. Not being one to shy away fr… read more...

Nvidia would have to drop 20 percent for it to be a buy, Miller Tabak says

via: CNBC at 2018-02-06 14:39:00:000

No summary available. read more...

NVDA: Crypto Business Will Run Over Bears

via: SeekingAlpha at 2018-02-06 08:05:38:000

NVIDIA ( NVDA ) is scheduled to report Q4 earnings on February 8th, after the market close. On February 2nd, 2018, Citron Research tweeted another attack on NVDA, writing "great company dangerous stock". We agree with Citron's assessment, but with a slight twist: NVDA is likely a dangerous s… read more...

AMD INVESTOR ALERT: The Law Offices of Vincent Wong Notifies Investors of a Class Action Involving Advanced Micro Devices, Inc. and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-05 16:00:00:000

The Law Offices of Vincent Wong announce that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of investors who purchased Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) securities between February 21, 2017 a… read more...

Semiconductor slump on Morgan Stanley concerns, Qualcomm news, ON earnings

via: SeekingAlpha at 2018-02-05 15:45:56:000

Semiconductors slump heading towards todays close after ON Semiconductors ( ON -4% ) earnings report and news that Qualcomm ( QCOM -5.8% ) has a final offer from Broadcom ( AVGO -1.4% ) and could miss out on supplying the next iPhone. More news on: ON Semiconductor C… read more...

AMD Stock Could Keep Falling Despite Solid Earnings Report

via: SeekingAlpha at 2018-02-05 12:02:51:000

The nearly 4 percent drop in shares of Advanced Micro Devices ( AMD ) last week, when it reported earnings, is once again perplexing. But even after dismissing the elevated bearish bet against the stock and the higher than average forward P/E, AMD may face some selling pressure. Though the… read more...

Intel's Secret Industrial-Scale Data Center Architecture

via: SeekingAlpha at 2018-02-02 17:16:34:000

If you still need a reason to buy Intel ( INTC ), this is it. For the past decade, the data center industry has been focusing on reinventing itself as The Cloud - a convenient, scalable, as-a-service design which allows the end-users to focus on their product instead of the countless other w… read more...

Intel's Secret Industrial-Scale Data Center Architecture

via: SeekingAlpha at 2018-02-02 17:16:34:000

If you still need a reason to buy Intel ( INTC ), this is it. For the past decade, the data center industry has been focusing on reinventing itself as The Cloud - a convenient, scalable, as-a-service design which allows the end-users to focus on their product instead of the countless other w… read more...

Intel's Secret Industrial-Scale Data Center Architecture

via: SeekingAlpha at 2018-02-02 17:16:34:000

If you still need a reason to buy Intel ( INTC ), this is it. For the past decade, the data center industry has been focusing on reinventing itself as The Cloud - a convenient, scalable, as-a-service design which allows the end-users to focus on their product instead of the countless other w… read more...

Intel's Secret Industrial-Scale Data Center Architecture

via: SeekingAlpha at 2018-02-02 17:16:34:000

If you still need a reason to buy Intel ( INTC ), this is it. For the past decade, the data center industry has been focusing on reinventing itself as The Cloud - a convenient, scalable, as-a-service design which allows the end-users to focus on their product instead of the countless other w… read more...

What Will Become Of Bitcoin Mining?

via: SeekingAlpha at 2018-02-02 13:14:54:000

Long gone are the days of mining Bitcoin ( COIN , OTCQX:GBTC ) with your PCs GPU or CPU. Roughly 8 years ago, when cryptocurrency was a teething industry and not a household name like today, a personal computer could mine 200 BTC in just three or four days. Nowadays, using the same … read more...

What Will Become Of Bitcoin Mining?

via: SeekingAlpha at 2018-02-02 13:14:54:000

Long gone are the days of mining Bitcoin ( COIN , OTCQX:GBTC ) with your PCs GPU or CPU. Roughly 8 years ago, when cryptocurrency was a teething industry and not a household name like today, a personal computer could mine 200 BTC in just three or four days. Nowadays, using the same … read more...

What Will Become Of Bitcoin Mining?

via: SeekingAlpha at 2018-02-02 13:14:54:000

Long gone are the days of mining Bitcoin ( COIN , OTCQX:GBTC ) with your PCs GPU or CPU. Roughly 8 years ago, when cryptocurrency was a teething industry and not a household name like today, a personal computer could mine 200 BTC in just three or four days. Nowadays, using the same … read more...

What Will Become Of Bitcoin Mining?

via: SeekingAlpha at 2018-02-02 13:14:54:000

Long gone are the days of mining Bitcoin ( COIN , OTCQX:GBTC ) with your PCs GPU or CPU. Roughly 8 years ago, when cryptocurrency was a teething industry and not a household name like today, a personal computer could mine 200 BTC in just three or four days. Nowadays, using the same … read more...

AMD's Hidden Strategy

via: SeekingAlpha at 2018-02-02 12:46:04:000

Recently AMD ( AMD ) reported stellar Q4 2017 earnings results. By now, many analysts and SA contributors have written many articles about the earnings dissecting every aspect of AMD's financial performance, and there's little more left to say about that. Instead in this article we are going t… read more...

AMD's Hidden Strategy

via: SeekingAlpha at 2018-02-02 12:46:04:000

Recently AMD ( AMD ) reported stellar Q4 2017 earnings results. By now, many analysts and SA contributors have written many articles about the earnings dissecting every aspect of AMD's financial performance, and there's little more left to say about that. Instead in this article we are going t… read more...

AMD's Hidden Strategy

via: SeekingAlpha at 2018-02-02 12:46:04:000

Recently AMD ( AMD ) reported stellar Q4 2017 earnings results. By now, many analysts and SA contributors have written many articles about the earnings dissecting every aspect of AMD's financial performance, and there's little more left to say about that. Instead in this article we are going t… read more...

AMD's Hidden Strategy

via: SeekingAlpha at 2018-02-02 12:46:04:000

Recently AMD ( AMD ) reported stellar Q4 2017 earnings results. By now, many analysts and SA contributors have written many articles about the earnings dissecting every aspect of AMD's financial performance, and there's little more left to say about that. Instead in this article we are going t… read more...

AMD's Results Prove It's Undervalued

via: SeekingAlpha at 2018-02-01 16:02:46:000

An earnings report finally made Advanced Micro Devices ( AMD ) investors smile as the company reported fourth quarter results Tuesday that featured a solid holiday season performance, and more importantly, upbeat guidance for the upcoming fiscal year. While Ryzen and Vega drove the Computing… read more...

AMD's Results Prove It's Undervalued

via: SeekingAlpha at 2018-02-01 16:02:46:000

An earnings report finally made Advanced Micro Devices ( AMD ) investors smile as the company reported fourth quarter results Tuesday that featured a solid holiday season performance, and more importantly, upbeat guidance for the upcoming fiscal year. While Ryzen and Vega drove the Computing… read more...

AMD's Results Prove It's Undervalued

via: SeekingAlpha at 2018-02-01 16:02:46:000

An earnings report finally made Advanced Micro Devices ( AMD ) investors smile as the company reported fourth quarter results Tuesday that featured a solid holiday season performance, and more importantly, upbeat guidance for the upcoming fiscal year. While Ryzen and Vega drove the Computing… read more...

INVESTOR ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Advanced Micro Devices, Inc. of Commencement of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-01 11:15:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

INVESTOR ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Advanced Micro Devices, Inc. of Commencement of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-01 11:15:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

INVESTOR ALERT: Levi & Korsinsky, LLP Notifies Shareholders of Advanced Micro Devices, Inc. of Commencement of a Class Action Lawsuit and a Lead Plaintiff Deadline of March 19, 2018

via: Business Wire at 2018-02-01 11:15:00:000

The following statement is being issued by Levi & Korsinsky, LLP: To: All persons or entities who purchased or otherwise acquired securities of Advanced Micro Devices, Inc. ("AMD") (NASDAQ: AMD) between February 21, 2017 and January 11, 2018 . You are hereby notified that a … read more...

Intel Is Still Not An Epyc Tale

via: SeekingAlpha at 2018-02-01 11:09:33:000

Q4 results are out for both Advanced Micro Designs ( AMD ) and Intel ( INTC ). In the 3rd installment of this series I look at the results recently reported quarter's results to see if the new AMD chips are having a significant impact on Intel. Right now the share price is too high to make In… read more...

Intel Is Still Not An Epyc Tale

via: SeekingAlpha at 2018-02-01 11:09:33:000

Q4 results are out for both Advanced Micro Designs ( AMD ) and Intel ( INTC ). In the 3rd installment of this series I look at the results recently reported quarter's results to see if the new AMD chips are having a significant impact on Intel. Right now the share price is too high to make In… read more...

Intel Is Still Not An Epyc Tale

via: SeekingAlpha at 2018-02-01 11:09:33:000

Q4 results are out for both Advanced Micro Designs ( AMD ) and Intel ( INTC ). In the 3rd installment of this series I look at the results recently reported quarter's results to see if the new AMD chips are having a significant impact on Intel. Right now the share price is too high to make In… read more...

Goldman gets less bullish on Nvidia due to crypto mining exposure risk

via: CNBC at 2018-02-01 09:36:00:000

No summary available. read more...

Goldman gets less bullish on Nvidia due to crypto mining exposure risk

via: CNBC at 2018-02-01 09:36:00:000

No summary available. read more...

Goldman gets less bullish on Nvidia due to crypto mining exposure risk

via: CNBC at 2018-02-01 09:36:00:000

No summary available. read more...

Argus upgrades AMD to 31% upside

via: SeekingAlpha at 2018-02-01 09:32:04:000

Argus upgrades AMD (NASDAQ: AMD ) from Hold to Buy with an $18 price target, a 31% upside on yesterdays closing price. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Argus upgrades AMD to 31% upside

via: SeekingAlpha at 2018-02-01 09:32:04:000

Argus upgrades AMD (NASDAQ: AMD ) from Hold to Buy with an $18 price target, a 31% upside on yesterdays closing price. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Argus upgrades AMD to 31% upside

via: SeekingAlpha at 2018-02-01 09:32:04:000

Argus upgrades AMD (NASDAQ: AMD ) from Hold to Buy with an $18 price target, a 31% upside on yesterdays closing price. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Your first trade for Thursday, February 1

via: CNBC at 2018-02-01 08:34:00:000

No summary available. read more...

Your first trade for Thursday, February 1

via: CNBC at 2018-02-01 08:34:00:000

No summary available. read more...

Your first trade for Thursday, February 1

via: CNBC at 2018-02-01 08:34:00:000

No summary available. read more...

Investing Themes In A Volatile Market - Cramer's Mad Money (1/31/18)

via: SeekingAlpha at 2018-02-01 07:22:09:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday, January 31. Cramer started the show by talking about the method of investing in a volatile market. "You need to have a list where you can say, 'That's it, my buy price has been hit. Time to pull … read more...

Investing Themes In A Volatile Market - Cramer's Mad Money (1/31/18)

via: SeekingAlpha at 2018-02-01 07:22:09:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday, January 31. Cramer started the show by talking about the method of investing in a volatile market. "You need to have a list where you can say, 'That's it, my buy price has been hit. Time to pull … read more...

Investing Themes In A Volatile Market - Cramer's Mad Money (1/31/18)

via: SeekingAlpha at 2018-02-01 07:22:09:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Wednesday, January 31. Cramer started the show by talking about the method of investing in a volatile market. "You need to have a list where you can say, 'That's it, my buy price has been hit. Time to pull … read more...

Apple: Reasons For Optimism Going Into Earnings

via: SeekingAlpha at 2018-01-31 16:21:58:000

Rethink Technology business briefs for January 31, 2018. The Foxconn December bump Hon Hai's monthly revenue report. Source: Hon Hai . Rumors continue to emanate from Apple's ( AAPL ) supply chain to the effect that iPhone X sales were disappointing and production … read more...

Apple: Reasons For Optimism Going Into Earnings

via: SeekingAlpha at 2018-01-31 16:21:58:000

Rethink Technology business briefs for January 31, 2018. The Foxconn December bump Hon Hai's monthly revenue report. Source: Hon Hai . Rumors continue to emanate from Apple's ( AAPL ) supply chain to the effect that iPhone X sales were disappointing and production … read more...

Semiconductors finishing day strong after AMD, Samsung reports

via: SeekingAlpha at 2018-01-31 15:51:18:000

Semiconductors finish the day strong with peers moving after the AMD ( AMD +6.8% ) earnings report and Samsungs bullish memory market outlook from its report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech stocks news, Stocks… read more...

Semiconductors finishing day strong after AMD, Samsung reports

via: SeekingAlpha at 2018-01-31 15:51:18:000

Semiconductors finish the day strong with peers moving after the AMD ( AMD +6.8% ) earnings report and Samsungs bullish memory market outlook from its report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Marvell Technology Group, Ltd., Tech stocks news, Stocks… read more...

Advanced Micro Devices, Inc. 2017 Q4 - Results - Earnings Call Slides

via: SeekingAlpha at 2018-01-31 14:22:02:000

The following slide deck was published by Advanced Micro Devices, Inc. in conjunction with their 2017 Q4 earnings Read more … read more...

Advanced Micro Devices, Inc. 2017 Q4 - Results - Earnings Call Slides

via: SeekingAlpha at 2018-01-31 14:22:02:000

The following slide deck was published by Advanced Micro Devices, Inc. in conjunction with their 2017 Q4 earnings Read more … read more...

AMD's Results Prove It's Overvalued

via: SeekingAlpha at 2018-01-31 13:29:12:000

Investment Thesis For a long time, I have been bearish of AMD's ( AMD ) prospects. My focus on the company's weak free cash flow has continuously fallen on death ears. While AMD continues on with its remarkable PR machine, it continues to astonish me how being No. 2 continues to warrant such… read more...

AMD: Great Q4 Results, Bullish Scenario Confirmed

via: SeekingAlpha at 2018-01-31 13:22:00:000

AMD reports stellar Q4 and full-year 2017 results Advanced Micro Devices's ( AMD ) earnings have been extremely anticipated over last months as investors and traders debated whether the company would return to profit in 2017. It turns out the fourth quarter was more than favorable for AMD: t… read more...

AMD shares surge as Wall Street analysts say the chipmaker is 'executing on all fronts'

via: CNBC at 2018-01-31 10:23:00:000

No summary available. read more...

EV Company News For The Month Of January 2018

via: SeekingAlpha at 2018-01-31 10:10:22:000

Welcome to the January 2018 edition of Electric Vehicle ((EV)) company news. This month we look back on 2017 which saw global electric car sales pass the 1 million mark for the first time. The sector continues its stellar growth with global electric car sales accelerating, up 58% on 2016. … read more...

Analyst color on AMD's earnings report

via: SeekingAlpha at 2018-01-31 08:58:16:000

Analyst comments come out surrounding yesterdays AMD (NASDAQ: AMD ) earnings report. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Wall Street Breakfast: Janet Yellen's Final Policy Meeting

via: SeekingAlpha at 2018-01-31 07:07:34:000

With the outset of the Jerome Powell era only days away, analysts do not expect a dramatic shift at the Fed's policy meeting today, which will be the last for Chairwoman Janet Yellen. While the benchmark interest rate will likely remain unchanged, in a range between 1.25% and 1.5%,… read more...

Advanced Micro Devices' (AMD) CEO Dr. Lisa Su on Q4 2017 Results - Earnings Call Transcript

via: SeekingAlpha at 2018-01-30 20:49:32:000

Advanced Micro Devices, Inc. (AMD) Q4 2017 Results Earnings Conference Call January 30, 2018 05:00 PM ET Executives Laura Graves - IR Dr. Lisa Su - President and CEO Devinder Kumar - SVP, CFO and Treasurer Analysts Hans Mosesmann - Rosenblatt Securities David Wong - Wells… read more...

AMD Earnings: Comeback Is On

via: SeekingAlpha at 2018-01-30 17:12:45:000

After the bell on Tuesday, shares of chipmaker Advanced Micro Devices ( AMD ) initially sold off despite another strong quarterly earnings announcement . Despite a great finish to 2017 that resulted in a full-year GAAP profit, investors just continued to sell this stock right after earnings… read more...

AMD down despite Q4 beats, upside guidance

via: SeekingAlpha at 2018-01-30 17:01:10:000

Advanced Micro Devices (NASDAQ: AMD ) shares are down 0.4% aftermarket following Q4 results that beat EPS and revenue estimates. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Earnings news and commentary, Read more … read more...

AMD falls despite beating Q4 estimates

via: CNBC at 2018-01-30 16:15:00:000

No summary available. read more...

Advanced Micro Devices beats by $0.03, beats on revenue

via: SeekingAlpha at 2018-01-30 16:08:44:000

Advanced Micro Devices (NASDAQ: AMD ): Q4 EPS of $0.08 beats by $0.03 . Revenue of $1.48B (+33.3% Y/Y) beats by $70M . Shares +0.16% . Press Release More news on: Advanced Micro Devices, Inc., Earnings news and commentary, Tech stocks news, read more...

The Apple sell-off is a buying opportunity into earnings, says trader

via: CNBC at 2018-01-30 14:31:00:000

No summary available. read more...

Bitcoin boom to give AMD earnings a boost, says MKM Partners

via: CNBC at 2018-01-30 08:11:00:000

No summary available. read more...

Notable earnings after Tuesday's close

via: SeekingAlpha at 2018-01-29 17:35:21:000

AEIS , ALGN , AMD , BOFI , BSBR , BXP , CA , CACC , CATY , CB , CHRW , DOX , EA , EQR , FNF , HOPE , ILMN , JNPR , KNX , MOD , NATI , PKG , PLT , RHI , SFLY , SLGN , SYK , TFSL , WNC , WRB For Seeking Alpha's full earnings season calendar, click here. … read more...

Notable earnings after Tuesday's close

via: SeekingAlpha at 2018-01-29 17:35:21:000

AEIS , ALGN , AMD , BOFI , BSBR , BXP , CA , CACC , CATY , CB , CHRW , DOX , EA , EQR , FNF , HOPE , ILMN , JNPR , KNX , MOD , NATI , PKG , PLT , RHI , SFLY , SLGN , SYK , TFSL , WNC , WRB For Seeking Alpha's full earnings season calendar, click here. … read more...

It's 'disturbing' that Intel may have told China about chip flaws before US, says congressman

via: CNBC at 2018-01-29 15:25:00:000

No summary available. read more...

It's 'disturbing' that Intel may have told China about chip flaws before US, says congressman

via: CNBC at 2018-01-29 15:25:00:000

No summary available. read more...

The Klein Law Firm Reminds Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-29 12:59:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

The Klein Law Firm Reminds Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-29 12:59:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

AMD: Will This Time Be Different?

via: SeekingAlpha at 2018-01-29 09:47:58:000

After disappointing market reactions to the last three positive quarterly announcements, for Advanced Micro Devices' (NASDAQ: AMD ) shareholders; the Q4 earnings report could be one of the most anticipated and stressful announcements. To provide an objective perspective, I first examine how A… read more...

AMD: Will This Time Be Different?

via: SeekingAlpha at 2018-01-29 09:47:58:000

After disappointing market reactions to the last three positive quarterly announcements, for Advanced Micro Devices' (NASDAQ: AMD ) shareholders; the Q4 earnings report could be one of the most anticipated and stressful announcements. To provide an objective perspective, I first examine how A… read more...

Your first trade for Friday, January 26

via: CNBC at 2018-01-29 09:09:00:000

No summary available. read more...

AMD +2.2% on price target increase ahead of earnings

via: SeekingAlpha at 2018-01-29 08:30:59:000

MKM Partners raises its AMD (NASDAQ: AMD ) price target from $13 to $14.50, a 12% upside on Fridays closing price. More news on: Advanced Micro Devices, Inc., Tech stocks news, Stocks on the move, Read more … read more...

Game Plan For The Week - Cramer's Mad Money (1/26/18)

via: SeekingAlpha at 2018-01-29 07:41:33:000

Stocks discussed on the in-depth session of Jim Cramer's Mad Money TV Program, Friday, January 26. "Even as President Trump made the pitch for doing business in America at Davos, it's the earnings that are front and center," said Cramer. As there are big earnings this week, Cramer jum… read more...

SHAREHOLDER ALERT: Brower Piven Notifies Investors of Class Action Lawsuit And Encourages Those Who Have Losses In Excess Of $100,000 From Investment In Advanced Micro Devices, Inc. To Contact Brower Piven Before The Lead Plaintiff Deadline

via: Business Wire at 2018-01-28 05:30:00:000

The securities litigation law firm of Brower Piven, A Professional Corporation, announces that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of purchasers of Advanced Micro Devices, Inc. (Nasdaq: AMD) (… read more...

SHAREHOLDER ALERT: Brower Piven Notifies Investors of Class Action Lawsuit And Encourages Those Who Have Losses In Excess Of $100,000 From Investment In Advanced Micro Devices, Inc. To Contact Brower Piven Before The Lead Plaintiff Deadline

via: Business Wire at 2018-01-28 05:30:00:000

The securities litigation law firm of Brower Piven, A Professional Corporation, announces that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of purchasers of Advanced Micro Devices, Inc. (Nasdaq: AMD) (… read more...

SHAREHOLDER ALERT: Brower Piven Notifies Investors of Class Action Lawsuit And Encourages Those Who Have Losses In Excess Of $100,000 From Investment In Advanced Micro Devices, Inc. To Contact Brower Piven Before The Lead Plaintiff Deadline

via: Business Wire at 2018-01-28 05:30:00:000

The securities litigation law firm of Brower Piven, A Professional Corporation, announces that a class action lawsuit has been commenced in the United States District Court for the Northern District of California on behalf of purchasers of Advanced Micro Devices, Inc. (Nasdaq: AMD) (… read more...

Stocks To Watch: Tech Giants In The Spotlight

via: SeekingAlpha at 2018-01-27 08:43:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Apple (AAPL) headlines a huge week of earnings reports from tech majors as investor… read more...

Stocks To Watch: Tech Giants In The Spotlight

via: SeekingAlpha at 2018-01-27 08:43:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Apple (AAPL) headlines a huge week of earnings reports from tech majors as investor… read more...

Stocks To Watch: Tech Giants In The Spotlight

via: SeekingAlpha at 2018-01-27 08:43:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Apple (AAPL) headlines a huge week of earnings reports from tech majors as investor… read more...

Stocks To Watch: Tech Giants In The Spotlight

via: SeekingAlpha at 2018-01-27 08:43:44:000

Welcome to Seeking Alpha's Stocks to Watch - a preview of key events scheduled for the next week. Follow this account and turn the e-mail alert on to receive this article in your inbox every Saturday morning. Apple (AAPL) headlines a huge week of earnings reports from tech majors as investor… read more...

Cramer's game plan: Welcome to the Super Bowl of earnings

via: CNBC at 2018-01-26 18:12:00:000

No summary available. read more...

Cramer's game plan: Welcome to the Super Bowl of earnings

via: CNBC at 2018-01-26 18:12:00:000

No summary available. read more...

Cramer's game plan: Welcome to the Super Bowl of earnings

via: CNBC at 2018-01-26 18:12:00:000

No summary available. read more...

Cramer's game plan: Welcome to the Super Bowl of earnings

via: CNBC at 2018-01-26 18:12:00:000

No summary available. read more...

Cramer's game plan: Welcome to the Super Bowl of earnings

via: CNBC at 2018-01-26 18:12:00:000

No summary available. read more...

The Klein Law Firm Notifies Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-26 13:50:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

The Klein Law Firm Notifies Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-26 13:50:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

The Klein Law Firm Notifies Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-26 13:50:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

The Klein Law Firm Notifies Investors of an Investigation Concerning Possible Violations of Federal Securities Laws by Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-26 13:50:00:000

The Klein Law Firm announces the commencement of an investigation of Advanced Micro Devices, Inc. (NASDAQ:AMD) concerning possible violations of federal securities laws. On January 3, 2018, following reports that processor chips manufactured by AMD's competitor, Intel Corporation, contai… read more...

AMD LOSS NOTICE: Rosen Law Firm Reminds Advanced Micro Devices, Inc. Investors of Important Deadline in Class Action - AMD

via: Business Wire at 2018-01-26 12:50:00:000

Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Advanced Micro Devices, Inc. (NASDAQ:AMD) from February 21, 2017 through January 11, 2018, inclusive (the Class Period) of the important March 19, 2018 lead plaintiff deadline in the cl… read more...

AMD LOSS NOTICE: Rosen Law Firm Reminds Advanced Micro Devices, Inc. Investors of Important Deadline in Class Action - AMD

via: Business Wire at 2018-01-26 12:50:00:000

Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Advanced Micro Devices, Inc. (NASDAQ:AMD) from February 21, 2017 through January 11, 2018, inclusive (the Class Period) of the important March 19, 2018 lead plaintiff deadline in the cl… read more...

AMD LOSS NOTICE: Rosen Law Firm Reminds Advanced Micro Devices, Inc. Investors of Important Deadline in Class Action - AMD

via: Business Wire at 2018-01-26 12:50:00:000

Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Advanced Micro Devices, Inc. (NASDAQ:AMD) from February 21, 2017 through January 11, 2018, inclusive (the Class Period) of the important March 19, 2018 lead plaintiff deadline in the cl… read more...

AMD LOSS NOTICE: Rosen Law Firm Reminds Advanced Micro Devices, Inc. Investors of Important Deadline in Class Action - AMD

via: Business Wire at 2018-01-26 12:50:00:000

Rosen Law Firm, a global investor rights law firm, reminds purchasers of the securities of Advanced Micro Devices, Inc. (NASDAQ:AMD) from February 21, 2017 through January 11, 2018, inclusive (the Class Period) of the important March 19, 2018 lead plaintiff deadline in the cl… read more...

AMD, Nvidia on the move after Intel's earnings report

via: SeekingAlpha at 2018-01-26 08:10:55:000

Intel peers are moving premarket following yesterdays earnings report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD, Nvidia on the move after Intel's earnings report

via: SeekingAlpha at 2018-01-26 08:10:55:000

Intel peers are moving premarket following yesterdays earnings report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD, Nvidia on the move after Intel's earnings report

via: SeekingAlpha at 2018-01-26 08:10:55:000

Intel peers are moving premarket following yesterdays earnings report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD, Nvidia on the move after Intel's earnings report

via: SeekingAlpha at 2018-01-26 08:10:55:000

Intel peers are moving premarket following yesterdays earnings report. More news on: Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

AMD Shorts Return In 2018

via: SeekingAlpha at 2018-01-25 12:15:19:000

Back in December, I talked about the surge in short interest for chip maker Advanced Micro Devices ( AMD ). While the stock's jump in previous years explained some of the new bets coming in during early 2017, I didn't quite understand why so many were betting against a company that was on … read more...

AMD Shorts Return In 2018

via: SeekingAlpha at 2018-01-25 12:15:19:000

Back in December, I talked about the surge in short interest for chip maker Advanced Micro Devices ( AMD ). While the stock's jump in previous years explained some of the new bets coming in during early 2017, I didn't quite understand why so many were betting against a company that was on … read more...

AMD INVESTOR ALERT: The Law Offices of Vincent Wong Reminds Investors of an Investigation Involving Possible Securities Fraud Violations by the Board of Directors of Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-25 12:13:00:000

The Law Offices of Vincent Wong notifies investors of an investigation concerning whether Advanced Micro Devices, Inc. (AMD or the Company) (NASDAQ:AMD) violated federal securities laws. Click here to learn about the case: http://docs.wongesq.com/AMD-Info… read more...

AMD INVESTOR ALERT: The Law Offices of Vincent Wong Reminds Investors of an Investigation Involving Possible Securities Fraud Violations by the Board of Directors of Advanced Micro Devices, Inc.

via: Business Wire at 2018-01-25 12:13:00:000

The Law Offices of Vincent Wong notifies investors of an investigation concerning whether Advanced Micro Devices, Inc. (AMD or the Company) (NASDAQ:AMD) violated federal securities laws. Click here to learn about the case: http://docs.wongesq.com/AMD-Info… read more...

Bitcoin, Altcoins And Inflation

via: SeekingAlpha at 2018-01-25 11:50:58:000

I've written a little about Bitcoin and the altcoin markets. It is still sinking in for me, and each day I come to new realizations. My latest thoughts are mostly around the economic effects of these new financial instruments. So, let's review. First, crypto mining - you can print money … read more...

Bitcoin, Altcoins And Inflation

via: SeekingAlpha at 2018-01-25 11:50:58:000

I've written a little about Bitcoin and the altcoin markets. It is still sinking in for me, and each day I come to new realizations. My latest thoughts are mostly around the economic effects of these new financial instruments. So, let's review. First, crypto mining - you can print money … read more...

Mizuho raises its Xilinx price target, prefers AMD and Nvidia

via: SeekingAlpha at 2018-01-25 08:05:01:000

Mizuho maintains a Neutral rating and raises its Xilinx (NASDAQ: XLNX ) price target from $69 to $74, which is 3% below the current share price. More news on: Xilinx, Inc., Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Mizuho raises its Xilinx price target, prefers AMD and Nvidia

via: SeekingAlpha at 2018-01-25 08:05:01:000

Mizuho maintains a Neutral rating and raises its Xilinx (NASDAQ: XLNX ) price target from $69 to $74, which is 3% below the current share price. More news on: Xilinx, Inc., Advanced Micro Devices, Inc., NVIDIA Corporation, Tech stocks news, Stocks on the move, Read more … read more...

Ulta Beauty Is Getting Promotional - Cramer's Lightning Round (1/24/18)

via: SeekingAlpha at 2018-01-25 07:11:42:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, January 24. Bullish Calls Dominion Energy (D): Buy it as the stock yields 4.4% and it's a well-run company. US Concrete (USCR): As states start to fund more businesses, this stock will go up. … read more...

Ulta Beauty Is Getting Promotional - Cramer's Lightning Round (1/24/18)

via: SeekingAlpha at 2018-01-25 07:11:42:000

Stocks discussed on the Lightning Round segment of Jim Cramer's Mad Money Program, Wednesday, January 24. Bullish Calls Dominion Energy (D): Buy it as the stock yields 4.4% and it's a well-run company. US Concrete (USCR): As states start to fund more businesses, this stock will go up. … read more...

Texas Instruments: Invest In The Future

via: SeekingAlpha at 2018-01-22 16:38:10:000

Texas Instruments (TXN) is set to release its Q4 on January 23rd. After a stellar Q3, in which they showed a 12% yoy increase in revenue and a beat on EPS expectations by 0.12 (10.7%), Texas Instruments is now expected to report EPS of 1.09 in Q4. This would mark a 7% yoy growth in earni… read more...

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