February 23, 2024 @ 5:23 pm | AMAT, AMD, ASML, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio, MSFT, NVDA, TSM |
Yesterday, Thursday, February 22, Nvidia (NVDA) gained 16.40% at the close after beating Wall Street expectations on earnings and revenue after the market close on Wednesday. And then raising guidance for the rest of 2024. I think it’s safe to say we’re in the midst...
October 11, 2022 @ 8:06 pm | Breaking News |
Today I’m selling ASML Holding (ASML) out of my long-term 50 Stocks Portfolio. My take on Asmel hasn’t changed: this is one of the key chip equipment companies in the drive to produce smaller and denser chips. What has changed in the market and the global...
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...
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...
October 14, 2021 @ 7:46 pm | AMAT, ASML, Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the dominant independent chip manufacturer in the world, reported earnings today, October 14, of $1.08 per share for the September quarter. Wall Street analysts hd expected earnings of $1.04 a share. The stock closed up 2.35%...
October 12, 2021 @ 7:00 pm | Breaking News, Jubak Picks Portfolio |
The Philadelphia Semiconductor Index is now down 8.7% from its September 16 peak. The slump comes as investors and traders sell on fears of supply-chain problems in the sector and especially in the memory chip market. The drop has left the index testing its 200-day...
April 19, 2021 @ 6:46 pm | Breaking News, Jubak Top 50 Portfolio, TSM |
Taiwan Semiconductor Manufacturing (TSM), the globes biggest independent chip foundry, said last week that it expects the chip shortage that has left automakers scrambling for silicon and cutting back production will be over by the end of the third quarter. Whether...
April 1, 2021 @ 7:34 pm | AMAT, AMZN, ASML, Breaking News, FCX, FQVLF, GOOG, Jubak Picks Portfolio, Jubak Top 50 Portfolio, SCCO |
With the financial markets closed tomorrow for Good Friday, traders and investors jumped in to buy today ahead of what is expected to be a jobs report tomorrow morning showing unemployment dropping to 6.0% (by the official measure) from 6.2% in February. The Standard...
March 29, 2021 @ 7:52 pm | ASML, Breaking News, Jubak Picks Portfolio, Jubak Top 50 Portfolio |
In my Trick or Trend post on my subscription JubakAM.com site on Saturday, March 27, I argued that the increasingly serious chip shortage experienced by car makers was bad for car stocks (since car companies are having to cut production), but good for chip makers who...
March 24, 2021 @ 7:01 pm | Breaking News, Volatility, You May Have Missed |
At 11:07 a.m. today the Standard & Poor’s 500 was up 0.80%. At the close it was down 0.55%. Same picture for the small cap Russell 2000 index. Up 1.65% at 10:54 a.m. New York time. Down 2.26% at the close. What looked like one of the rotation markets...
September 9, 2020 @ 7:33 pm | Breaking News |
They’re back. Tech stocks were back big this morning as the NASDAQ bounced off of its 50-day moving average. As of noon New York time, the Standard & Poor’s 500 was up 2.16% and the NASDAQ Composite was ahead 2.69%. The Technology Select Sector SPDR...
July 15, 2020 @ 7:16 pm | Breaking News |
U.S. stocks broke strongly higher today as Moderna (RNA) disclosed results from an initial safety trial. Investors also got a report on the ITV.com website that new findings from the vaccine candidate being developed at the University of Oxford could be published as...
February 4, 2011 @ 8:30 am | Leading Indicators |
“I suppose it is tempting, if the only tool you have is a hammer, to treat everything as if it were a nail.” I don’t have the foggiest idea if Abraham Maslow, the psychologist who authored that quote back in 1966, knew anything about investing. But from painful...
February 3, 2011 @ 1:43 pm | Update |
The semiconductor equipment race is heating up even faster than I laid out in my January 14 post on Intel https://jubakpicks.com/2011/01/18/the-chip-war-thats-bad-for-intel-is-good-for-the-shares-of-chip-equipment-makers/ Samsung Electronics, perhaps Intel’s biggest...
January 18, 2011 @ 3:29 pm | Leading Indicators, You May Have Missed |
The same logic that has pushed shares of chipmaker Intel (INTC) down despite record earnings and revenue is pushing up the shares of semiconductor equipment makers Look what happened on January 14, the day after Intel announced its earnings. For the day Intel fell by...
November 15, 2010 @ 4:36 pm | Update |
No real surprise that shares of ASML Holding (ASML) have paused in the last few days. European stocks—and ASML is headquartered in Veldhoven Netherlands, have been under pressure from the renewal of the euro debt crisis. Cisco Systems (CSCO) disappointing guidance on...
April 20, 2010 @ 2:46 pm | Buy |
Talk about rebounds. In 2009 this maker of lithography equipment used to etch computer circuits onto silicon lost 45 cents per ADS (American Depository Share). In 2010 Standard & Poor’s is projecting that the company will make $2.41 per ADS. The reason for the...