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Member Avatar for Brian.oco

Investors were banking on a lousy jobs number, and the last two days of trading have reflected that point That’s what I’m hearing from the traders I know – shrewd peope I shared trading pits with back in the day – almost to a man (and woman) saying that next …

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Member Avatar for Brian.oco

That little spike in semiconductor stocks we saw in Q1 may be coming to a screeching halt, if the new numbers we're seeing are any good. Actually, the drop in semiconductor revenues from Q1 2008 to Q2 is fairly amazing, and I don't mean that in a good way. Here's …

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Member Avatar for Brian.oco

A lousy way to start off the week on Wall Street. Stocks were down 250 points by 1 PM Monday, mostly from downbeat earnings expectations from financial giant AIG. Adding fuel to the fire was a modest spike in oil prices (to $115 per barrel) mostly due the onslaught of …

Member Avatar for acejames1
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Member Avatar for Brian.oco

Everybody's touting Intel as being the trigger for a run-up in chip stocks late last week, although I like the numbers that National Semiconductor is showing. What's beyond debate, however, is that the semiconductor market is on the rebound amid signs that the sector's long decline may finally be over. …

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Member Avatar for Brian.oco

It’s a big day for semiconductor stocks, with an upbeat forecast from chip giant Intel boosting stocks in other semiconductor companies and giving the overall market a nice bounce, as well. Through mid-morning trading, Intel is up $1, to $22 per share. Other chip companies are following suit . . …

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Member Avatar for Brian.oco

The roller coaster ride for tech stocks grew even wilder today, but in a good, adrenaline-rush kind of way. The news is mostly all good, with Banc of America Securities issuing a report that boosted semiconductor companies, stating that "a modest inventory build-up has eased". That's all investors needed to …

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Member Avatar for Brian.oco

With the semiconductor market on the ropes, Intel is doing all it can to stay relevant - financially and globally. To that end, today's news that Intel has "doubled down" on China by rolling out its second venture fund in the burgeoning Far East Tiger. The fund, to be called …

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Member Avatar for Brian.oco

Has there been a technology "leap" in the semiconductor market? Some people think so. But should investors go along for the ride? Earlier this year, George Scalise, the president of the Semiconductor Industry Association, was issuing talking points to the press over the relative health of the semiconductor sector. Much …

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