Chip stocks tanked as pandemic demand for electronics slumped, but there are still some winners

After two years of unprecedented chip sales and demand related to the COVID-19 pandemic, a long-feared reversal has struck the semiconductor industry, but some markets are still performing strongly — ...

Steelcase Calls Offer 69% Annualized Return

Michigan furniture and interior design company Steelcase reports earnings next month, and the stock currently trades about 2% below the $12.50 level. The premium in the $12.50 calls expiring September...

What’s the best way to invest in tech stocks right now? This strategy is working well for one fund manager.

Technology stocks have been rallying for weeks. But there are plenty of arguments that we’re in the midst of a bear-market rally and that more volatility lies ahead, especially for the rapidly growing...

Intel and 8 Other Chip Stocks That Look Like Bargains Now

Text size Nvidia now expects July quarter revenue to be $6.7 billion, up only 3% from the year-ago period. The company had previously forecast $8.1 billion in revenue. Dreamstime These are troubling t...

Opinion: Semiconductor companies have split into two groups — the resilient and the risky

Semiconductor industry CEOs this week celebrated on the White House lawn as the long overdue Chips and Science Act was signed into law by President Biden. While there is still contention on the bill, ...

Trade Desk stock shoots 15% higher as ad-tech powerhouse’s sales, forecast top expectations

Trade Desk Inc. reported stronger-than-expected sales and guidance Tuesday amid doubts about the online-advertising industry, sending shares 15% higher in extended trading. Trade Desk TTD, -0.86% repo...

Nvidia is hit by another ‘crypto hangover,’ and that isn’t the only problem

While in high demand and short supply for the first two years of the pandemic, Nvidia Corp.’s gaming cards have been hit by declines in three separate pandemic booms in 2022: Personal-computer sales, ...

Nvidia Loses Its Game – WSJ

Give Nvidia a bit of credit for knowing to get the bad news out early. It came in the form of a warning Monday morning that revenue for the fiscal second quarter ended July 31 would be about 17% below...

Intel, Micron, and 3 Other Stocks With Direct Exposure to Taiwan

China has launched military drills near Taiwan in response to a visit to the self-ruled island by U.S. House Speaker Nancy Pelosi. Here: a large screen in Beijing shows a news broadcast about China...

AMD Stock Dips. Why Analysts See It as a Buying Opportunity.

Text size An AMD central processing unit for a desktop PC. Alamy Wall Street is telling investors to buy Advanced Micro Devices shares any time they fall. Analysts believe the chip maker’s second-quar...

AMD Stock Is Dipping. Why Analysts Say to Buy.

Text size An AMD central processing unit for a desktop PC. Alamy Wall Street is telling investors to buy Advanced Micro Devices shares any time they fall. Analysts believe the chip maker’s second-quar...

China’s Retaliation to Pelosi’s Trip Keeps Chips Off the Menu for Now

China’s fresh blockade of food imports from Taiwan wasn’t enough to further destabilize markets nervous about House Speaker Nancy Pelosi’s historic visit to the island. Beijing’s four days of military...

Pelosi’s Trip to Taiwan Is a Risk to More Than Just the Chip Industry

Asian stocks worked out early there is no good outcome from Nancy Pelosi’s current tour of the region. By landing in Taiwan Tuesday or Wednesday, the speaker of the House risks Chinese military retali...

Opinion: The FAANMGs have been whittled down to the fantastic four

The anticipation of second-quarter Big Tech earnings was palpable. With a broad set of indicators pointing to a slowdown in the global economy, the highest inflation in four decades and a big jump in ...

Large Fund Sells AMD Stock. It Bought Intel, AT&T and Starbucks.

Text size Dreamstime One of America’s largest public pensions has made big changes in some of its largest investments. In the second quarter, State Teachers Retirement System of Ohio nearly halved an ...

This strategist said hold on to stocks at the June lows. Now he says it’s time to cut exposure.

July has been a sensational month for stocks — the S&P 500 SPX, +1.42%, Nasdaq Composite COMP, +1.88%, even the beleaguered small-caps in the Russell 2000 RUT, +0.65%, are each on track for their ...

Taiwan Semiconductor Stock Will Benefit From Spending Spree

Taiwan Semiconductor Manufacturing is hedging its geographical bets, with large new fabs planned for the U.S. and Japan. Here: a TSMC chip at a 2020 semiconductor conference in China. Str/AFP/Getty Im...

Intel’s pain could be AMD’s gain

After a disastrous earnings report from Intel Corp. that acknowledged a big drop in data-center sales and internal mistakes, Advanced Micro Devices Inc. is expected up to show off exactly the opposite...

Intel Stock Will Plunge Further, Analyst Says

Text size Intel posted June-quarter financial results that fell far short of Wall Street estimates. David Paul Morris/Bloomberg Bernstein doesn’t believe Intel ’s troubles are behind it after the chip...

Intel earnings slammed on Wall Street: ‘Such a disconnect between the company’s optimism and the current reality’

Intel Corp. drew sharp criticism from analysts after the company reported results that were disappointing on many fronts, indicating a storm of macroeconomic, competitive, and execution challenges. Th...

Opinion: Which Intel CEO is to blame for the current woes? Or is it actually AMD’s CEO?

As Intel Corp. investors try to parse through the wreckage of its disastrous second quarter, one nagging question will not go away: Which chief executive is to blame for the debacle — current CEO Pat ...

Intel stock plummets after wide earnings miss, execution mistakes

Intel Corp. shares plunged in the extended session Thursday after the chip maker missed Wall Street estimates by a wide margin and cut its outlook for the year, acknowledging a slowing market as well ...

15 quality dividend stocks that you can buy on sale right now

John Buckingham, editor of the Prudent Speculator newsletter, paraphrases Warren Buffett when he says “whether it is socks or stocks, we like to buy quality merchandise that is marked down.” And 2022 ...

Semiconductor stocks have been hit hard, but many are poised for rapid growth. Here are 15 expected to shine through 2024

In December, we listed analysts’ favorite semiconductor stocks for 2022. That hasn’t turned out well. But after chipmakers’ stocks have been hammered, the group is now trading at “normal-level valuati...

Big Tech earnings are about to determine the direction of the market

Just five companies control nearly a quarter of the S&P 500 index’s market cap, and they will all report earnings this week that could determine the direction of the market for weeks or months to ...

Intel to Help Make Chips for Taiwanese Designer MediaTek

Text size Intel will make chips for Taiwan-based MediaTek. Courtesy Intel Corporation Intel said Monday its technology would be used by Taiwan-based  MediaTek   to manufacture chips for smart devices....

NXP Semi Will Kick Off Earnings Season for Chip Stocks. What to Expect.

Text size Dreamstime NXP Semiconductors reports earnings on Monday, kicking off earnings season for chip stocks. But many investors and analysts are bracing themselves for muted results across the ind...

Bed Bath & Beyond Followed a Winning Playbook—and Lost

Mark Tritton arrived at Bed Bath & Beyond in 2019 with a plan to revive the home-goods retailer and ward off competition from Amazon.com Inc., Target Corp. and other large chains: sell what nobody...

The Best Tech CEOs: What Matters Most

Text size Shopify CEO Tobi Lütke spent years programming before he co-founded the e-commerce software firm. He has said he knows how long projects will take—and which initiatives to choose—because of ...

Chip stocks rally despite an ominous forecast, as U.S. semiconductor funding bill advances in Senate

Chip stocks rallied to finish higher Wednesday after the Senate moved closer to greenlighting more than $50 billion in funds for U.S.-based chip manufacturing, even as one chip-equipment maker gave an...

Senate Votes on Chips Act Today. What It Means for Intel and Other Stocks.

Text size The Senate votes Tuesday on a bill that would authorize more than $50 billion in subsidies and tax credits for U.S. chip makers. Tim Herman/Intel Corporation Semiconductor stocks rose Tuesda...

What to Buy Right Now: 42 Picks From Barron’s Roundtable Pros

To everything there is a season: A time to hide in a bunker with a crash helmet on as stock and bond prices plummet, and a time to wade cautiously into the market in search of newly created bargains. ...