My sixth pick for the energy crisis: CCJ
Yesterday in my Special Report on the energy crisis on my subscription site JubakAM.Com I made Cameco my sixth pick. Third, the intense competition to lock up sources of decently priced and reliable electricity: Pick #6: Cameco (CCJ))
My first pick for my Special Report: The 3 Energy Crises is JCI
If you want to read all of this Special Report on our 3 energy crises you can subscribe at JubakAM.COM My picks for the NOW stage of our 3 energy crises. I’m making Johnson Controls International (JCI) my first pick in this Special Report. Johnson Controls as a market...
Nvidia drops 3.03% after earnings as market decides 56% data center growth isn’t good enough
Nvidia’s basic problem is that investor expectations are so high that the company struggles to meet them. In the quarter ended on July 27, results released today after the close of trading, Nvidia said it earned an adjusted $1.05 per share on $46.74 billion in...
Nvidia gains after-hours on earnings, but will the gains hold tomorrow?
In after-hours trading on Wednesday, May 28, shares of Nvidia (NVDA) were up 4.51% as of 5 p.m. in New York after the company reported earnings for the first quarter of fiscal 2026. For any company but Nvidia the results would qualify as a home run. For the period...
Shares of BYD plunge as global EV price war gets hotter
BYD (BYDDY or BYDDF), China’s No. 1 selling car brand tumbled 9.3 at the close today%, while peers Li Auto, Great Wall Motor and Geely Automobile Holding dropped more than 5% on an intensifying price war in the electric vehicle sector. BYD is offering discounts on 22...
It’s definitely a trend: 3 more bellwether companies rescind guidance
Ford Motor (F), Cummins (CMI), and Mattel (MAT) are the latest companies to pull their revenue and earnings guidance for the rest of 2025 because of uncertainty introduced by the Trump tariffs. All three companies withdrew guidance for future quarters after announcing...
Please watch my new YouTube video: Quick Pick Amazon
Today’s Quick Pick is Amazon.com (AMZN)–despite the current tariff panic. While the stock is down due to the broad market sell-off and concerns over tariffs impacting its supply chain, I believe Amazon’s size and logistical power will help it mitigate...
Nvidia hit with surprise effective ban on chip sales to China
Just days after Nvidia and other chip stocks rallied on news that thee Trump Administration would pause tariffs on chips and electronic goods, the White House has informed the company it would require a special license for exports of its H20 chips. The H20 chips were...Buying more Tencent ADRs for my portfolios
Quite a change in the color of the ink. I’ve owned China’s Tencent (the TCEHY ADRs), the world’s biggest computer game company, in my long-term 50 Stocks portfolio since January 3. 2022. I spent lot of 2024 looking at red ink in the position–and experiencing...
QQQ, which tracks NASDAQ tech stocks, closes below 50-day MA–2 days before NVDA earnings
The Invesco QQQ ETF (QQQ), which tracks the tech-heavy Nasdaq 100 index (NDX), closed below its 50-day moving average on Monday for the first time in just over three weeks. The ETF was down another 0.83% as of 3:30 p.m. New York time on Tuesday. The ETF, The...
Will Nvidia’s earnings this week move the market?
The earnings report of the week will be Nvidia’s (NVDA) report after the close on Wednesday, February 26. For the fiscal quarter ending January 2025, the consensus EPS forecast is $0.79. The reported EPS for the same quarter last year was $0.49. Analysts expect...
AMD’s drop on huge revenue growth exemplifies risks in the tech sector
Yesterday, February 4, after the close of trading Advanced Micro Devices (AMD) reported record revenue growth for the fourth quarter. The chipmaker even reported growth in market share at the expense of rival Intel (INTC). Yet in after-hours reading the stock dropped...
This week the earnings parade moves into full march speed
This week it’s earnings, earnings, earnings. From the tech giants and more. And this week, we’ll discover three things. First, are tech company earnings as good as the market clearly expects. I think that with the exception of Apple (AAPL) and Tesla (TSLA) the...
Nvidia to get pop from CES and Huang keynote today
Last year, Nvidia’s stock experienced a 16% increase over the 10 days following the beginning of the huge Consumer Electronics Show in Las Vegas. This year Nvidia (NVDA) CEO Jensen Huang is scheduled to deliver the opening keynote speech at 6:30 p.m. Las Vegas...
Nvidia to replace Intel in Dow Jones industrials Average–another catalyst for shares
AI chipmaker Nvidia (NVDA) will join the Dow Jones Industrial Average, replacing chipmaker Intel (INTC), S&P Dow Jones Indices, the owner of the 127-year-old index, said late Friday. Nvidia’s (NVDA) is currently the world’s second-most valuable public company....
A new pick–TSM–for my Special Report “10 Trump and 10 Harris winners” on my subscription site
Last night I added a third potential Harris election victory winner to my Special Report “10 trump and 10 Harris winners” on my subscription site, JubakAM.com. Here’s what I wrote about Taiwan Semiconductor Manufacturing (TSM) in that post. Harris winner #3: Taiwan...
China fires the big bazooka again–a sign of a panic?
There was a whiff of panic to the big moves by the People’s Bank today. China’s central bank cut a key short-term interest rate and announced plans to reduce the reserve ratio, the amount of money banks must hold in reserve, to the lowest level since at least 2018....
Weak Chinese economy takes toll on copper demand, prices–wait to buy SCCO
China’s copper imports in August dropped by 12.3% from the previous year, preliminary official Chinese customs data showed on Tuesday, September 10. It’s yet another sign that the slowdown in Chinese economy is rippling out into the global economy. Copper...
Nvidia drops another 9.5% on the day
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...
The big thing to watch for in today’s Nvidia after-the-close earnings report: Blackwell delays
“Several publications have reported potential delays in the production and shipment of Nvidia’s new Blackwell chips. Nvidia has not commented or confirmed this, but most of our channel checks suggest that the delays should be relatively short-lived, likely due to a...
Another week of tech stock weakness ahead
I expect technology sector weakness to continue this week with earnings worries still unanswered. What could put an end to selling in tech stocks? The NASDAQ 100 is down almost 4% in the last week. Certainly earnings news that showed earnings growth at the companies...
Hold onto Nvidia for Blackwell chip launch–it’s a big deal even for the AI rocket
If you own Nvidia (NVDA) shares or are thinking of buying them post the stock’s 10 for 1 split, I know you’re trying to figure out 1) how much more upside is there to Nvidia’s shares, and 2) how much more valuable can a stock with a $3 trillion market cap get? You’re...
Yesterday I made Broadcom Pick #3 in my Special Report on the 5 Next Big Things
I’ve made Broadcom Pick #3 in my Special Report on my subscription set JubakAM.com. And today I’m adding it to my long-term 50 Stocks Portfolio. Here’s what I wrote: Pick #3 is Broadcom (AVGO) As AI chips and systems get more powerful, someone has to build the chips...
Nvidia beats even the most optimistic earnings forecasts
esterday, May 22, after the market close, Nvidia (NVDA) crushed Wall Street projections for revenue and earnings for the company’s fiscal first quarter of 2025. Nvidia reported that revenue soared 262% year-over-year to a record $26 billion, marking an 18%...
Apple’s smartphone market share slide continues
pple has lost its spot as the world’s biggest mobile phone seller, IDC reported today, April 15. A steep drop in sales in China for Apple let South Korean rival Samsung retake the lead in global market share. Samsung had been the biggest global seller of mobile phones...
Apple shareholders looking at an even more volatile six months–buy, sell, or hold (and when)
Apple (AAPL) is likely to take its shareholders on an even wilder ride in the next six months than they’ve been on since the December all-time high at $199.62. The end result, I think is likely to be a renewed rally beginning in the fall–if you can either hold...
Buy/Sell/Hold Apple: Sell
Apple (AAPL) shares are down 12% for 2024 to date as of March 5. But I don’t think Apple’s troubles are over. And it will take some pretty fast talking at the June WWDC (World Wide Developers Conference) to reverse the downtrend in the shares. Absent a...
Here’s why lithium producer Albemarle was down 17.9% today
Today lithium producer Albemarle (ALB) announced that it would sell $1.75 billion in ADRs to fund capital spending during the collapse in lithium prices. The offer will be for a mandatory convertible preferred with a 7% to 7.5% coupon. The plunge is a reaction to the...
Nvidia lifts most but not all tech boats
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...Jim’s Daily Email Alerts:
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