Semiconductor stocks guide to understanding chip companies

Semiconductor stocks guide to understanding chip companies

The semiconductor, or chip, industry is perhaps one of the most important and complex sectors in the stock market to understand. Chips are in everything from our smartphones to cars and to all facets of computing, from PCs to massive data centers used for the cloud. Put simply, they are the bricks and mortar of … Read more

As earnings fall, Samsung says chip demand may recover in late 2023

As earnings fall, Samsung says chip demand may recover in late 2023

People walk past the Samsung logo displayed on a glass door at the company’s Seocho building in Seoul on October 7, 2022. Jung Yeon-je | Afp | Getty Images Samsung electronics reported a 31% drop in third-quarter profit on Thursday and said geopolitical uncertainty was likely to dampen demand until early 2023 as the global … Read more

Get invested in chip shares, says a fund manager

Get invested in chip shares, says a fund manager

The MSCI Semiconductor Index, a benchmark for chip stocks that has fallen 43% this year, reflects broader market sentiment toward a potential slowdown in economic growth. In such an environment, some investors have begun to question whether it might make sense to dump chip stocks in favor of companies in other sectors that are doing … Read more

Morgan Stanley provides its preferred buys and sells in the earnings reports

Morgan Stanley provides its preferred buys and sells in the earnings reports

A much-anticipated corporate earnings season has just kicked off, and Morgan Stanley has highlighted which stocks to buy – or avoid. Goldman Sachs and Johnson & Johnson had better-than-expected earnings Tuesday, adding to Monday’s beats from Bank of New York Mellon and Bank of America. These stronger-than-expected numbers come as expectations for third-quarter results have … Read more

Store to avoid mid-stock issues

Store to avoid mid-stock issues

Morgan Stanley believes that US companies are facing an inventory problem – and this is a key risk to earnings. “The inventory problem is two-fold: supply chain bottlenecks are clearing while demand, particularly demand for commodities, is slowing,” Morgan Stanley strategists led by Michelle Weaver and Mike Wilson wrote in an Oct. 10 note. The … Read more

Micron, Tesla, Apple, Sunrun, Netflix, Amazon

Micron, Tesla, Apple, Sunrun, Netflix, Amazon

Here are Friday’s biggest calls on Wall Street: Morgan Stanley reiterates Apple as overweight Morgan Stanley said the tech giant continues to be a “highly debated stock” among investors the firm talked to. ” Apple was, by far, the most highly debated name during our travels. Sentiment was split 65%neutral to cautious vs. 35% neutral … Read more

Loop Capital Says Buy Micron Technology as Semiconductor Downcycle Nears Bottom

Loop Capital Says Buy Micron Technology as Semiconductor Downcycle Nears Bottom

Despite a tough few quarters for the memory industry, signs that the rout is nearing a bottom make now an opportune time to buy shares of Micron Technology, according to Loop Capital. Initiating coverage of the semiconductor stock with a buy rating, analyst Charles Park said in a note to clients Thursday that he expects … Read more

Why Investors Should Focus on Fourth Quarter Earnings Forecasts

Why Investors Should Focus on Fourth Quarter Earnings Forecasts

As the third-quarter earnings season gets under way, investors will be missing a good chunk of the action if they ignore the fourth-quarter guidance. Day by day it becomes more and more clear that the expectations for the last quarter of the year are too high. Companies from a number of different industries have called … Read more

Dow gains 400 points as it tries to snap a 4-day losing streak

Dow gains 400 points as it tries to snap a 4-day losing streak

Traders on the floor of the NYSE, August 8, 2022. Source: NYSE U.S. stocks rose on Tuesday, reversing earlier declines, as investors looked ahead to key inflation data and earnings reports later this week that will give the Federal Reserve more up-to-date information on the state of the U.S. economy. The Dow Jones Industrial Average … Read more

What Cramer sees on Tuesday — chip issues, Apple estimate hikes, Disney price target cut

What Cramer sees on Tuesday — chip issues, Apple estimate hikes, Disney price target cut

It’s Taiwan Semiconductor Manufacturing Company and Samsung’s turn to fall apart as the Chinese semiconductor ban deepens.