Given how strong the earnings beat was for the last quarter and how big the increase in guidance was for the next quarter from Applied Materials (AMAT) after the market close last night (February 18) today’s stock gain of 5.19% was actually rather modest. For...
As I noted in my January 13 video “4 picks for the chip shortage,” investors are looking at shortage of silicon chips that has hit the auto industry especially hard and that argues for a multi-year increase in capital spending to expand chip production at...
All the work by Nvidia, Intel, Applied Micro Devices, and Alphabet that I described in my fourth day of Christmas stock pick post means lots of orders for the companies that make the machines that make the chips for new markets in artificial intelligence, data mining,...
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