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...
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 27, 2023 @ 6:34 pm | AMZN, Breaking News, INTC, Jubak Top 50 Portfolio |
You can tell a lot about market sentiment by watching how it reacts to good news from individual stocks. Yesterday, both Amazon (AMZN), a current market leader, and Intel (INTC), a former market leaders and still an important technology sector stock, both reported...
April 11, 2023 @ 7:44 pm | Breaking News, INTC, Jubak Picks Portfolio |
I will sell Intel (INTC) out of my Jubak Picks Portfolio tomorrow, April 12. The position was up 14.55% as of the close on April 11 since I added it on February 8, 2023. Intel is set to report on April 27 and it will be an ugly quarter with Wall Street looking for a...
February 22, 2023 @ 7:48 pm | Breaking News, Dividend Income Portfolio, INTC, Jubak Picks Portfolio |
So it wasn’t much of a surprise to most investors–although some of us were hoping that Intel (INTC) would hold its dividend steady after a big bond offering in the last few weeks. But today Intel cuts its dividend by 66% to 12.5 cents a share from a prior...
February 8, 2023 @ 10:11 pm | Breaking News |
The possibility that Intel (INTC) would cut its dividend has been hanging over the stock price since the company announced one of the ugliest quarters I’ve seen in a while on January 26. No question why. Intel’s adjusted free cash flow was a negative...
February 2, 2023 @ 10:10 pm | Breaking News, Dividend Income Portfolio, INTC |
Today I posted my two-hundred-and-thirty-second YouTube video: Quick Pick Intel Today’s Quick Pick: Intel (NASDAQ: INTC). Intel’s revenue and earnings report last week was terrible. It was a classic kitchen sink quarter, where the company laid out all the...
November 4, 2022 @ 7:14 pm | Breaking News |
On Thursday, November 3, Lyft (LYFT) said it would trim 13% of its staff, or around 683 people. Amazon announced a “pause” on corporate hiring after halting hiring in its retail division last month. And Apple (AAPL) has suspended hiring for jobs outside of...
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 31, 2022 @ 7:02 pm | Breaking News |
My one-hundred-and-seventieth YouTube video: “Quick Pick Intel” went up today. Intel (INTC) has had a bad year. In fact, you can argue that Intel has had “bad years.” The company has fallen behind both Taiwan Semiconductor and Advanced Micro...
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...
January 31, 2022 @ 7:48 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. My ninety-fifth YouTube video “Trend of the Week: Supply Chain Chaos Continues” went up today. Please watch and subscribe to my YouTube channel. And like my video....
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...
December 24, 2020 @ 3:40 pm | Breaking News |
I’m starting up my videos again–this time using YouTube as a platform. The third YouTube video on What Apple and Microsoft’s moves on Intel mean for technology stocks went up today. Please watch and subscribe to my YouTube channel. And like my video. (Note that for...
April 29, 2019 @ 7:12 pm | Breaking News, INTC |
Shares of Intel (INTC) continued their post-earnings slide today, dropping about 2.52% to $51.11. On April 24, the day before there company reported first quarter 2019 earnings, the stock closed at $58.72. That’s a drop of 12.96% in less than a week. I think...
April 18, 2019 @ 7:33 pm | AAPL, Breaking News, Jubak Top 50 Portfolio |
Why did Apple (AAPL) settle a dispute that had dragged on for two years with Qualcomm (QCOM) now? How about because troubles at Intel (INTC) threatened to leave Apple without the 5G modem chips it needed for a new 5G iPhone? And that threatened to put Apple a year or...
January 17, 2019 @ 7:13 pm | Breaking News, Volatility, You May Have Missed |
The big banks have delivered to start off earnings season. And the financial sector has been a key source of strength for the uptrend in stocks since January 3. Over the last month, the Financial Select Sector SPDR ETF (XLF) is up 5.4% as of the close on January 17....
April 26, 2018 @ 7:47 pm | AMZN, Breaking News, Jubak Top 50 Portfolio, You May Have Missed |
Amazon (AMZN), Intel (INTC), and Microsoft (MSFT) all reported earnings after the close today. All three beat earnings estimates–but this market hasn’t been very generous in rewarding earnings surprises (after Netflix (NFLX)) that is. The key tests here...
October 26, 2017 @ 5:20 pm | AMZN, Breaking News, GOOG, Jubak Top 50 Portfolio, Update |
Just the bare facts. And on the bare facts of earnings from Alphabet, Amazon, Microsoft, and Intel it’s hard to see the market doing anything but climbing tomorrow. Alphabet (GOOG) beats by $1.17 a share on earnings. Revenue climbed 23.7% yer over year to...
April 27, 2017 @ 8:06 pm | Breaking News |
Today was a big earnings day and four of the bellwether stocks reporting beat Wall Street expectations on earnings for the first quarter. Will those beats be enough for the market tomorrow or will we get a sell on the good news reaction? Here are the results, the...
January 12, 2017 @ 7:49 pm | Dividend Income Portfolio, INTC, Sell, Update |
It’s not that shares of Intel (INTC) had such a stellar 2016–the gain for the year was just 5.3%. But the company continues to struggle with declining demand in its core PC market and faces strong resistance from competitors to its efforts to break into...
January 5, 2017 @ 12:07 am | Dividend Income Portfolio, QCOM, Update |
Update January 4, 2017. Qualcomm (QCOM) announced a new Snapdragon chip (Snapdragon 835) at the Consumer Electronics Show in Las Vegas on Tuesday, January 3. The chip will take up about 35% less space than last year’s Snapdragon chip in devices such as...
November 8, 2016 @ 5:56 pm | AAPL, Buy, Jubak Top 50 Portfolio, Recent Buys |
Today, I’m going to tell you why Apple’s (AAPL) iPhone 7 is way ahead in the race to build the next new device, the one that comes after the smartphone as it now exists. I think that leading position means you should add Apple stock to your long-term...
September 16, 2016 @ 6:12 pm | Dividend Income Portfolio, INTC, Update |
Update September 16, 2016 In new guidance today Intel raised its outlook for third quarter revenue to $15.6 billion, $300 million above previous guidance. The midpoint forecast for gross margin climbed to 63% versus the earlier midpoint forecast of 62%. None of this...
July 6, 2016 @ 5:19 pm | Jubak Picks Portfolio |
On my paid site JubakAM.com I aim for a mix of posts on macro trends and on individual stock picks. It’s a strategy I call tactical stock picking. Over the last few days on this free site and on my paid site, I’ve posted my views on the short-term and...
January 18, 2013 @ 2:34 pm | Buy, INTC |
INTC posted on January 18, 2013 at 2:34 pm Edit This Print This Post intel When I added Intel (INTC) to my dividend income portfolio on January 11...
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...
January 12, 2011 @ 12:41 pm | INTC, Sell |
Intel (INTC) will probably report a very good fourth quarter of 2010 on Thursday, January 13, after the market closes. The Wall Street consensus is looking for 50 cents a share. That would be up 22% from the fourth quarter of 2009. I think Intel is likely to make that...