Tech Stocks

Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

MCHP is up nearly 20% in the last month. Where is its value price?

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. A big reason comes from the reality that progress, innovation and evolution in just about every other sector of the economy is driven by […]

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Facebook
Lay Offs
Meta
Tech Stocks
Top Stock Market News

Meta to Begin Widespread Job Cuts Wednesday Morning

(Bloomberg) — Facebook parent Meta Platforms Inc. is planning to begin widespread job cuts on Wednesday, according to people familiar with the matter, part of a plan to reduce costs at the social-media giant following disappointing earnings and a drop in revenue. Employees who are affected will be told starting Wednesday morning, and Chief Executive […]

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Electrical Products
Tech Stocks
Telecommunication
Value Investing
Value Stocks

GLW is up 8% in the last month. Is it still a good value?

Value analysis, or growth-focused, momentum-based trading? Most investors tend to think of these two approaches as being in diametric opposition to each other as incompatible methods. Looking for stocks at the low side of their historical ranges is a no-brainer approach for a value-oriented investor, because generally increases the odds that the stock will represent […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Is INTC’s value proposition a fool’s bet?

One of my favorite movies of all-time is “The Man from Snowy River,” and one of my favorite sound bites from that film comes early in the story, when Kirk Douglas’ crusty codger tells the young hero, “don’t throw effort after foolishness.” That bit of advice comes back to me fairly often, and I think […]

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Facebook
Tech Stocks
Top Stock Market News

Meta’s Shares Are a Hard Sell as Good Old Facebook Days Are Over

(Bloomberg) — In most market environments, a company with one of the lowest valuations in the Nasdaq 100 Index, a solid balance sheet and sales growth averaging 34% a year would be an obvious buy. In the case of Meta Platforms Inc., it’s not so obvious. Since Mark Zuckerberg’s announcement a year ago of a […]

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Semiconductor
Tech Stocks
Technology
Value Investing
Value Stocks

MU’s value proposition gets better the longer Tech stays out of favor

Like most investors, I’ve always looked at the market, at least partially, through the lens of my own personal and professional experience. As a self-described nerd with a lot of experience and education in software and technology, it’s pretty natural for me to gravitate to stocks in tech-driven industries. The Technology sector has been a […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Where is AMAT’s bargain price in this market?

The Tech sector often leads the broad stock market’s movements. As a value investor, the rush into Tech during a bull market leaves me a little cold; but when the market has turned bearish, and people are running away from Tech stocks en masse, I think the opportunity to find great value starts to get […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

MCHP is down -17% since mid-August. Is it a good time to buy?

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. A big reason comes from the reality that progress, innovation and evolution in just about every other sector of the economy is driven by […]

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Tech Stocks
Top Stock Market News

Tech Stocks Face Another 10% Drop or More as Strong Dollar Hits Profits

(Bloomberg) — The great tech selloff of 2022 is far from over as investors brace for earnings misses that may spur a more than 10% plunge in the Nasdaq 100. More than two-thirds of 914 respondents in the MLIV Pulse survey think profits of the technology companies will disappoint the market throughout 2022. Firms including […]

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Computer Networks
Tech Industry
Tech Stocks
Value Investing
Value Stocks

Where is CSCO’s value price?

Cisco Systems Inc. (CSCO) is one of the most recognizable and established companies in the Technology sector. With a market cap of more than $188 billion, they are also one of the largest, if not THE largest player in the Networking & Communications segment.  CSCO has stood for decades as the standard that all other […]

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Tech Industry
Tech Stocks

Tech Rally Haunted by ‘Palpable Fear’ of Chip Industry Weakness

(Bloomberg) — Technology stocks are treading on shaky ground despite this week’s rally, as chipmakers signal more trouble may be ahead in an industry notorious for its booms and busts. Semiconductor shares have been tumbling amid a series of corporate warnings about slowing demand for chips that are used in an array of electronic devices […]

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Correction
Stock Market Correction
Tech Industry
Tech Stocks

Just as Wall Street Piles In, Tech Stocks Face Fresh Rates Storm

(Bloomberg) — Jerome Powell’s latest hawkish missive threatens to open up a new front in the ever-raging battle between tech stocks and Treasury yields — potentially hurting money managers who’ve just plunged back into US megacap companies in droves. The Nasdaq 100 Index posted its biggest decline since the week ending June 10 after the […]

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Semiconductor
Semiconductor Fabrication
Tech Stocks
Value Investing
Value Stocks

Has MCHP’s two-month rally pushed it past the point of useful value?

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. A big reason comes from the reality that progress and evolution in just about every other sector of the economy is driven by the […]

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Communication
Tech Stocks
Telecommunication
Value Investing
Value Stocks

GLW is staging a new bullish trend. Is it a good value as well?

Value analysis, or growth-focused, momentum-based trading? Most investors tend to think of these two approaches as being in diametric opposition to each other as incompatible methods. Looking for stocks at the low side of their historical ranges is a no-brainer approach for a value-oriented investor, because generally increases the odds that the stock will represent […]

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Semiconductor
Semiconductor Chip Shortage
Tech Stocks
Value Investing
Value Stocks

JBL could be reversing a downward trend – is it a good bargain?

It has become pretty normal over the last several years to see the Technology sector leading the market – after all, Technology is increasingly at the center of just about every part of our daily lives in one sense or another. Technology often acts as both a catalyst and a hindrance to broader economic health […]

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