Stocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. I think that a big reason comes from the reality that progress and evolution in just about every other sector of the economy is, […]
Read MoreAlpha and Omega Semiconductor Limited (AOSL) Alpha and Omega Semiconductor Limited designs, develops, and supplies power semiconductor products for computing, consumer electronics, communication, and industrial applications in Hong Kong, China, South Korea, the United States, and internationally. LPL Financial Holdings Inc. (LPLA) LPL Financial Holdings Inc., together with its subsidiaries, provides an integrated platform of […]
Read MoreAdvanced Micro Devices, Inc. (AMD) Advanced Micro Devices, Inc. operates as a semiconductor company worldwide. The company operates in two segments, Computing and Graphics; and Enterprise, Embedded and Semi-Custom. West Fraser Timber Co. Ltd. (WFG) West Fraser Timber Co. Ltd., a diversified wood products company, engages in manufacturing, selling, marketing, and distributing lumber, engineered wood […]
Read MoreI’m something of a movie buff. I memorize the dialogue from my favorite movies and drive my family nuts when they try to watch a movie with me because I’ll voice the dialogue out loud with the characters. I guess it shouldn’t be too much of a surprise, then to admit that I often find […]
Read More(Bloomberg) — Advanced Micro Devices Inc. gave a strong sales forecast for the current quarter, indicating that it continues to win in its most lucrative market: data-center chips. AMD predicted second-quarter sales of roughly $6.5 billion, compared with an average analyst estimate of $6.03 billion. The company’s forecast includes a contribution from its acquisition of […]
Read MoreI’m a bit of a tech nerd, and as such, it means that one of the sectors of the market I tend to gravitate to very easily is Technology. Over the last few years, a big subject of focus in that sector has been the implementation and rollout of 5G infrastructure, and in the last […]
Read More(Bloomberg) — A major industrial conglomerate has resorted to buying washing machines and tearing out the semiconductors inside for use in its own chip modules, according to the CEO of a company central to the chipmaking supply chain. ASML Holding NV Chief Executive Officer Peter Wennink remarked on the situation, without naming the conglomerate, during […]
Read More(Bloomberg) — ASML Holding NV, the world’s largest semiconductor maker, said demand for its chip-making machines outstripped supply in the second quarter, prompting it to lift its longer-term sales forecasts. “We continue to see that the demand for our systems is higher than our current production capacity,” Chief Executive Officer Peter Wennink said. “In light […]
Read More(Bloomberg) — Intel Corp. Chief Executive Officer Pat Gelsinger is on the move visiting customers and suppliers in Asia in an attempt to shake up an industry that’s fallen victim to a global pandemic and geopolitical ructions. Gelsinger is traveling to Japan, Taiwan and India, according to a person familiar with his itinerary. As part […]
Read MoreAllscripts Healthcare Solutions, Inc. (MDRX) Allscripts Healthcare Solutions, Inc., together with its subsidiaries, provides information technology solutions and services to healthcare organizations in the United States, Canada, and internationally. It offers electronic health records (EHR), information connectivity, private cloud hosting, and much more. Titan International, Inc. (TWI) Titan International, Inc., together with its subsidiaries, manufactures […]
Read MoreBoot Barn Holdings, Inc. (BOOT) Boot Barn Holdings, Inc., a lifestyle retail chain, operates specialty retail stores in the United States. The company’s specialty retail stores offer western and work-related footwear, apparel, and accessories for men, women, and kids. The St. Joe Company (JOE) The St. Joe Company, together with its subsidiaries, operates as a […]
Read More(Bloomberg) — Nvidia Corp., one of the largest buyers of outsourced chip production, said it will explore using Intel Corp. as a possible manufacturer of its products, but said Intel’s journey to becoming a foundry will be difficult. Nvidia Chief Executive Officer Jensen Huang said he wants to diversify his company’s suppliers as much as […]
Read More(Bloomberg) — Nvidia Corp. told investors it’s focused on maintaining growth with new products, including speedier data-center chips, rather than embarking on more aggressive stock-buyback plans as some shareholders had hoped. At the company’s investor meeting Tuesday, Chief Financial Officer Colette Kress said that the company’s priority is using cash to expand its business. Nvidia […]
Read More(Bloomberg) — Magdeburg in former East Germany is famous for its towering gothic cathedral, and not a lot else. It’s now about to play a key role in U.S. and European efforts to tilt the global balance of power. Intel Corp. unveiled plans on March 15 to build a giant, 17 billion-euro ($18.7 billion) factory […]
Read MoreStocks in the Technology sector get a lot of attention and buzz from investors, analysts and talking heads alike no matter the time of year or current status of the economy. I think that a big reason comes from the reality that progress and evolution in just about every other sector of the economy is, […]
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