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There are "more questions than answers" surrounding Skyworks Solutions , BMO Capital Markets said in its downgrade of the company. "Semi stocks typically do not do well with [general margins] headwinds, especially when they are longer in duration," he added. The analyst noted that Skyworks has not had general margins below 50% since 2015. He added that while general margins in the second fiscal quarter were in line, outlook for the next two quarters is flat. Furthermore, Skyworks' recovery in China has been slower than anticipated, leading to underutilization of its factory network, according to Srivastava.

Shares of PayPal Holdings (PYPL.O) dropped 10.5% and led declines on the benchmark S&P 500 index (.SPX) after the company cut its margin forecast. They were also among the top drags on the Nasdaq Composite index (.IXIC). Shares of other Apple suppliers including Qualcomm (QCOM.O), Broadcom (AVGO.O), Qorvo (QRVO.O) and Corning (GLW.N) fell between 0.9% to 2%. That weighed on shares of high-growth companies, including Apple Inc (AAPL.O) and Microsoft Corp (MSFT.O), which fell about 0.3% each. The S&P index recorded six new 52-week highs and 10 new lows, while the Nasdaq recorded 20 new highs and 54 new lows.

☆ ON Semi jumps after results while Nvidia hits 13 month high
▼ + stars: | 2023-05-01 | by ( ) www.reuters.com time to read: +1 min

May 1 (Reuters) - ON Semiconductor's (ON.O) shares jumped 7% on Monday after the chipmaker's quarterly guidance beat Wall Street's expectations, spurring other chip stocks with heavyweight Nvidia (NVDA.O) hitting its highest level in over a year. The Philadelphia Semiconductor index (.SOX) climbed 0.7%, outperforming the Nasdaq's (.IXIC) 0.1% rise. Nvidia, the world's most valuable chipmaker, climbed 3.5% to its highest since March 2022. Lattice Semiconductor (LSCC.O) rose 1.8% ahead of its quarterly report expected after the bell. The Philadelphia chip index has rebounded nearly 40% from its closing low in October 2022, but is down 25% from its high in 2021.

☆ A solid start to earnings season will be put to the test in the week ahead
▼ + stars: | 2023-04-29 | by ( Zev Fima | ) www.cnbc.com time to read: +14 min

The biggest week of this earnings season showed us that things aren't as bad as many feared. The week ahead of earnings, including several more Club names, should tell us more. The results are always important, but it's the guidance and management commentary we will really hone in on to better understand the path ahead. In Amazon's case, a solid first quarter for its AWS cloud business was overshadowed by management seeing a material slowdown in April. ET: Nonfarm Payrolls Looking back It was the biggest week of this earnings season for the Club as several of our mega-cap holdings and industry bellwethers reported results.

☆ The most overbought S&P 500 stocks include one fast food giant
▼ + stars: | 2023-04-15 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

The S & P 500 rose about 0.8% this week, notching its fourth weekly advance in five weeks. However, the S & P 500's steady run of late made several stocks overbought. CNBC Pro screened for S & P 500 stocks in overbought territory, based on their relative strength index. Too oversold CNBC Pro also searched for oversold S & P 500 stocks that could be due for a bounce. Qorvo shares have lagged the S & P 500 this year, advancing just 3.2%.

☆ Stocks making the biggest moves premarket: Meta, Align Technology, FedEx, Honeywell and more
▼ + stars: | 2023-02-02 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +4 min

Align Technology — The orthodontics company saw its shares rise 14% after its quarterly earnings and revenue beat analyst expectations. Align also said it will repurchase up to $1 billion of its common stock over the next three years. The company generated $9.19 billion of revenue, while analysts surveyed by Refinitiv were looking for $9.25 billion. Beauty — Shares for the cosmetics company jumped 1.67% after its fiscal third quarter revenue topped analysts' estimates. Refinitiv analysts had previously called for per-share earnings of 23 cents on revenue of $121.8 million.

The chipmaker forecast current quarter revenue in the range of $8.7 billion to $9.5 billion, compared with analysts' estimates of $9.55 billion, according to Refinitiv data. Its fiscal first quarter revenue dropped 12% year-on-year to $9.46 billion, below Wall Street expectation of $9.60 billion as Qualcomm also grapples with weak demand for smartphones and a supply glut. Smartphone chip firms including Apple supplier Qorvo (QRVO.O) forecast downbeat earnings as its customers continued to clear bloated inventory. Analysts at Cowen expect smartphone shipments will fall 4% this year as recovery in China demand will take some time following a big COVID-19 outbreak. It expects adjusted earnings per share to be between $2.05 and $2.25, compared to analysts expectations of $2.26 per share.

☆ Here comes the biggest week of earnings. Plus an AI ode to the Dow
▼ + stars: | 2023-01-28 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

While only six companies in the Dow Jones Industrial Average are reporting next week, about 20% of the S & P 500 reports, making it the biggest week of earnings this season. The Dow and the S & P 500 gained 2.2% and 2.9% this week, respectively, while the Nasdaq Composite rose 4.7%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

☆ Stocks may face an inflection point in the week ahead as the Fed meets and Apple posts earnings
▼ + stars: | 2023-01-27 | by ( Patti Domm | In | ) www.cnbc.com time to read: +9 min

The Fed's meeting Tuesday and Wednesday comes amid a flood of corporate earnings reports, with about 20% of the S & P 500 reporting that week. The most important day for earnings is Thursday, when Apple , Alphabet and Amazon report after the bell. The Nasdaq Composite was up 11% for the month as of Friday afternoon, well ahead of the 6.2% gain in the S & P 500. Traders have been watching the S & P 500 edge closer to the key threshold of 4,100 , its high from December. AAPL 1Y line apple Apple is also important because of the signals it can send about the strength of the consumer, supply chains and China's reopening.

The Special Technology Centre did not respond to a written request for comment. Russia's Ministry of Defence did not respond to questions from Reuters about the impact of sanctions and its relationship to the Special Technology Centre. Reached by phone, Alexey Terentyev, a top scientist and major shareholder at the Special Technology Centre, said the war has forced it to focus on making drones. Those corporate records show iLogic is based at the same St Petersburg office address as the Special Technology Centre. In a brief telephone interview, Roman Agafonnikov, chief executive officer of the Special Technology Centre, said he didn't know anything about iLogic.

☆ JPMorgan double-downgrades Qorvo, says chipmaker could lag competitors
▼ + stars: | 2022-11-03 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Semiconductor maker Qorvo could struggle relative to other names in the space, JPMorgan warned Thursday. Analyst Harlan Sur downgraded the stock to underweight from overweight. He also slashed his price target on Qorvo to $90 from $125. Sur said the company will specifically struggle in the near- and mid-term due to global macro headwinds. The company also faces inventory challenges, Sur noted.

☆ Here are Thursday's biggest analyst calls: Apple, Robinhood, Boeing, Qorvo, Tesla, Home Depot & more
▼ + stars: | 2022-11-03 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Here are Thursday's biggest calls on Wall Street: Morgan Stanley reiterates Apple as overweight Morgan Stanley said recent disclosures indicate Apple's app store revenue may have bottomed. Morgan Stanley reiterates CVS as overweight Morgan Stanley said CVS's "strategic path & earnings targets [are] intact." Morgan Stanley reiterates Match as overweight Morgan Stanley said shares of Match are "compelling." Morgan Stanley downgrades Lincoln National to equal weight from overweight Morgan Stanley said it sees "sizable risk" in shares of the insurance company. Morgan Stanley reiterates New York Times as overweight Morgan Stanley said it sees "pricing power" and "tailwinds" ahead for The New York Times.

☆ What Cramer is watching Thursday — No Fed reset, Qualcomm rough guide, iPhone waits
▼ + stars: | 2022-11-03 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

Short-term inventory "reset," meaning there's a chip glut that must be dealt with before the price-to-earnings multiple can be determined. Wall Street was looking for fiscal first-quarter (current quarter) revenue of $12 billion, but company guide was $9.2 billion to $10 billion. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ Here are Monday's biggest analyst calls: Apple, Meta, Chevron, AT&T, Disney, Coinbase & more
▼ + stars: | 2022-10-24 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Monday's biggest calls on Wall Street: Jefferies downgrades Williams-Sonoma to underperform from hold Jefferies said it's concerned about a softer macro environment. Wells Fargo reiterates Disney as overweight Wells said it continues to like the stock heading into earnings in early November. " Bank of America downgrades Meta to neutral from buy Bank of America said it's concerned about an ad spending slump heading into earnings later this week. Mizuho reiterates Coinbase as neutral Mizuho said it's staying neutral on Coinbase as losses continue to "linger" on the company's platform. Bank of America reiterates Apple as neutral Bank of America said it sees a balanced risk-reward heading into Apple earnings later this week.

☆ Barclays downgrades Analog Devices, says it has yet to price in a correction
▼ + stars: | 2022-10-24 | by ( Sarah Min | ) www.cnbc.com time to read: +2 min

There are better names off the bottom in semiconductor stocks than Analog Devices , according to Barclays. Analyst Blayne Curtis downgraded shares of Analog Devices to equal weight from overweight, and lowered the price target, saying the semiconductor stock has yet to price in a correction. The analyst cut the price target to $140 from $180. The new price target is 4.5% below where shares closed Friday at $146.59. The analyst downgraded shares of other semiconductor stocks NXP Semiconductors and Qorvo to equal weight.

☆ Here are Tuesday's biggest analyst calls: Meta, Apple, Walmart, Netflix, Coca-Cola, Roblox & more
▼ + stars: | 2022-10-11 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley reiterates Walmart as overweight Morgan Stanley said that Walmart+ could be worth $45 billion. Morgan Stanley upgrades Amgen to overweight from equal weight Morgan Stanley said the biopharma company is a defensive stock. Morgan Stanley reiterates Microsoft as overweight Morgan Stanley said Microsoft has an attractive valuation. Morgan Stanley downgrades Zoom to equal weight from overweight Morgan Stanley said there's a lack of near term catalysts for the stock. Morgan Stanley names Taiwan Semiconductor as a catalyst driven idea Morgan Stanley said it's bullish heading into semiconductor company's analyst meeting on Thursday.

☆ These names reporting earnings next week often beat estimates and trade higher
▼ + stars: | 2022-07-29 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Amid this troublesome backdrop, not all companies will win big this season, but some names reporting earnings in coming days tend to beat analyst estimates and see their stocks trade higher on the back of those results. Microchip When Microchip reports earnings Tuesday, investors could see better-than-estimated results. Qorvo Qorvo is slated to post earnings on Wednesday after the bell. On average shares gain 1.58% after the company reports earnings. The company reports earnings on Wednesday before the stock market opens.

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