Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO
Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise! I wrote about this in...
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Nasdaq Rebalance, Nanya, Camtek, Nordic Semi, Aehr Test, and Positioning
A quick discussion of the companies that have reported so far, and my thoughts on the semiconductor stock space Pretty much the entire index is...
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Encouraging Signs in Recent Semi Stats
The chip market is giving signs of a recovery which will see rising revenues but should remain unprofitable for commodity players until mid-2024. ...
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Where Are We in the Semiconductor Cycle?
Will the semiconductor market turn around? Revenues are likely to regain modest growth in the fourth quarter, but profits shouldn't return until...
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CX Daily: Court Ruling Sets Off Debate About Bond Fraud Compensation
Bonds /: In Depth: Court ruling sets off debate about bond fraud compensation Ukraine /: Chinese peace envoy meets Zelenskyy in Ukraine Regulator...
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