September 3, 2024 @ 7:50 pm | AMD, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA |
So much for my feeling on Monday that a 7% drop in Nvidia (NVDA) after the company’s August 28 earnings report was about as big a dip as investors would get and that it was time to buy Nvidia shares. The stock dropped another 9.5% on Tuesday. I’d sure like to have...
April 9, 2024 @ 7:10 pm | Breaking News |
Nvidia (NVDA) doesn’t report earnings until May 22. But the report is already shaping up as critical for the stock. Analysts see the company reporting earnings of $5.13 a share for the quarter, up from just 88 cents a share in the same quarter of 2023. But the...
June 1, 2023 @ 7:39 pm | Breaking News, Buy Hold Sell, Jubak Top 50 Portfolio |
Artificial intelligence really is a paradigm-breaking, transformative technology. Right now, investors are so enthusiastic about the sector, especially the obvious leader Nvidia (NVDA), that we’re looking at a potential bubble that will collapse with much...
November 14, 2022 @ 8:00 pm | Breaking News |
Expect a ton of earnings reports as third-quarter earnings season hits its stride. A few could even move a sector or maybe even the market as a whole. The biggie for the week, I’d argue, is Nvidia (NVDA) on Wednesday, November 16, after the market close. But...
October 10, 2022 @ 11:08 pm | AAPL, AMD, ASML, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA |
If you liked the Trump administration’s trade war with China, you’ll love the Biden administration’s new, more dangerous, escalated version. Rather than slapping tariffs on Chinese goods, and inviting retaliatory tariffs by China on American...
October 6, 2022 @ 7:50 pm | AMD, Breaking News, Dividend Income Portfolio, INTC, Jubak Top 50 Portfolio, NVDA |
After the close today October 6, Advanced Micro Devices (NASDAQ) announced that its preliminary estimate of revenue for the third quarter would be just $5.6 billion. That’s well below Wall Street forecasts of $6.71 billion. On the news shares of Advanced Micro...
August 10, 2022 @ 2:48 pm | AMD, Breaking News, DAL, Jubak Picks Portfolio, MLM |
Despite today’s CPI inflation bounce and the continuation (flagging but still in business) of July’s Bear Market rally, my goal is still to sell into rallies. I don’t think this Bear Market is over and done with. I see another down leg when investors...
August 9, 2022 @ 10:34 pm | AMAT, AMD, Breaking News, IFNNY, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NXPI, QCOM |
First, it was Nvidia (NVDA) cutting its guidance for revenue and earnings due on August 24. Today, August 9, it was Micron Technology (MU) warning that its revenue for the fourth-quarter revenue may come in at or below the bottom end of a forecast range provided in...
August 1, 2022 @ 7:17 pm | Breaking News, Jubak Picks Portfolio |
I ended my recent post “This looks like the Bear Market rally I’ve been waiting for” on my subscription JubakAM.com site by saying “Enjoy the ride but look to sell shares of companies that look most exposed to the return of recession/high...
July 21, 2022 @ 7:45 pm | Breaking News |
In the last week Technology stocks, and chip stocks in particular, have staged a very impressive rally off of a really low base. Nvidia (NVDA), for example, is up 17.43% in the week that ended on July 21. That still leaves the stock down 39.43% for the year. Advanced...
July 20, 2022 @ 11:13 pm | AMAT, AMD, ASML, Breaking News, Jubak Top 50 Portfolio, NVDA, Volatility |
The Chips for America Act looks headed to a cloture vote in the Senate on Thursday. As the $52 billion bill now stands, it includes $39 billion for semiconductor companies to “build, expand, or modernize domestic facilities.” This funding is targeted at new...
July 19, 2022 @ 7:18 pm | Breaking News, Jubak Top 50 Portfolio, NVDA |
The bill, known as the Chips for America Act, is a pared-down version of a broader set of competition measures and would authorize $52 billion in grants and loans for chip manufacturers, as well as a new, four-year 25% investment tax credit for chip making. Senate...
May 24, 2022 @ 6:39 pm | Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
Snap (SNAP), the online company best known for its SnapChat platform, closed down 43.08% today, May 24. On April 21 when the company released its first quarter earnings report, the company had forecast second quarter revenue growth of 20% to 25%. That was already...
May 5, 2022 @ 7:56 pm | Breaking News |
My one-hundredth-and-thirtieth YouTube video “Market gives Fed a razzberry” went up today. Yesterday, the Fed announced that it would raise rates by 50 basis points but that it was not looking to raise by 75 at the June or July meetings. In response, the...
May 4, 2022 @ 7:20 pm | Breaking News |
After the close on May 3, Advanced Micro Devices (AMD) reported first-quarter earnings of $1.13 a share, excluding one-time items. Wall Street analysts had projected earnings of 92 cents a share for the quarter. Sales rose 71% to $5.9 billion, topping projections of...
April 19, 2022 @ 7:24 pm | Breaking News |
Here’s what caught my eye yesterday, April 18. For a big change from recent losses, the chip group of stocks was all in the green. And not just by a pinch either. Yesterday Nvidia (NVDA) was up 2.47%: NXP Semiconductors (NXPI) was up 1.91%; Synaptics (SYNA) was...
January 4, 2022 @ 7:02 pm | AAPL, Breaking News, Jubak Picks Portfolio |
When I bought shares of Apple (AAPL) in my Jubak Picks and Volatility Portfolios, I was looking for gains from the end of the year rally (which kind of fizzed out) and the traditional Santa Claus rally (which came through as expected) to drive shares higher in the...
November 30, 2021 @ 6:47 pm | Breaking News, Buy Hold Sell |
Federal Reserve Chair Jerome Powell retired the word “transitory” to describe stubbornly high inflation in testimony today in front of the Senate Banking Committee. And, Powell continued, the Fed might accelerate the pace at which it is winding down its purchase of...
September 29, 2021 @ 7:54 pm | AMD, Breaking News, Jubak Picks Portfolio |
With supply chain “glitches” continuing to shred revenue and earnings forecasts for technology companies such as Micro Technology (MU) on Tuesday of this week, I think the risk/reward trade off from a high momentum chip stock such as Advanced Micro Devices...
July 22, 2021 @ 7:38 pm | Breaking News |
The Standard & Poor’s 500 closed up 0.20% today, July 22. The Dow Jones Industrial Average squeezed out a 0.07% gain. But if you were looking for bigger upside moves, turn your eyes to the technology sector. The NASDAQ Composite was up 0.36% and the NASDAQ...
July 19, 2021 @ 6:52 pm | Breaking News, IFNNY, Jubak Picks Portfolio, Jubak Top 50 Portfolio, NVDA, NXPI, TSM |
On Thursday, July 15, Taiwan Semiconductor Manufacturing (TSM), the world’s leading chip foundry, reported earnings of 93 cents a share for the second quarter, up 18% year over year. That was inline with analyst estimates. Sales rose 28%. The company raised its...
July 1, 2021 @ 11:14 pm | Breaking News, Jubak Picks Portfolio |
Yesterday in my video “3 Picks for an Earnings Blowout” I argued the case that even the 61% second quarter year to year jump in earnings in the Wall Street analyst consensus was unerstated. For example, I noted that the current estimate of $44.91 a share...
June 30, 2021 @ 7:31 pm | Breaking News, TSM |
I’m starting up my videos again–this time using YouTube as a platform. The thirtieth YouTube video “3 Picks for the Earnings Blowout” went up today. Please watch and subscribe to my YouTube channel. And like my video. You can see it...
October 27, 2020 @ 7:15 pm | Breaking News |
What I like to see–if I’m on the long side of stocks–after a drop like yesterday when the Standard & Poor’s fell 1.86% for its biggest loss in a month and the Dow Jones Industrial Average gave up 2.29%–is a bounce that speaks to...
October 26, 2020 @ 7:09 pm | Breaking News |
Look for a huge number of earnings reports in the coming week with 93 on Monday, 178 on Tuesday, 319 on Wednesday, 397 on Thursday, and 81 on Friday. Let me pick out a few that have extra significance. On Tuesday Microsoft (MSFT), Advanced Micro Devices (AMD) and...
October 25, 2017 @ 7:35 pm | Breaking News, Volatility |
Advanced Micro Devices (AMD) reported third quarter earnings yesterday, October 24, of 10 cents a share (excluding one-time items). That was better than the Wall Street consensus of 8 cents for the quarter. Revenue grew 257% to $1.64 billion in the quarter, surpassing...
July 29, 2009 @ 8:30 am | Breaking News, Leading Indicators |
Chip makers are packing more circuits onto their chips. The next generation will be dense with circuits just 28 billionths of a meter–28 nanometers–wide. That will expand, yet again, the power and speed of semiconductors, and increase yet again the number...