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☆ The supply chain that keeps tech flowing to Russia
▼ + stars: | 2022-12-13 | by ( ) www.reuters.com time to read: +11 min

“We cannot export to Russia, we cannot sell to Russia, and that’s why we just sell to Turkey,” he said. Azu International is an example of how supply channels to Russia have remained open despite Western export restrictions and manufacturer bans. At least $2.6 billion of computer and other electronic components flowed into Russia in the seven months to Oct. 31, Russian customs records show. Pixel Devices also said it’s not surprising that no one was in Pixel Devices’ office recently because most employees work remotely or in warehouse operations. Russian customs records show that Pixel Devices’ main client in Russia is a company in St. Petersburg called OOO KompLiga.

☆ Top Wall Street analysts bet on these stocks to brace for a sharp downturn
▼ + stars: | 2022-12-04 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +5 min

In this article ADIMCHPFANGVMW Follow your favorite stocks CREATE FREE ACCOUNTVMware at the NYSE, Dec. 14, 2021. Source: NYSEVMwareWhile software company VMware (VMW) reeled from lackluster quarterly results, Monness Crespi Hardt analyst Brian White maintained his positive conviction on the stock. Impressively, Hanold holds the 8th position among more than 8,000 analysts on TipRanks, and boasts a 70% success rate. Recently, Stifel analyst Tore Svanberg recently reiterated a buy rating on MCHP stock and even increased the price target to $80 from $77. (See Analog Devices Hedge Fund Trading Activity on TipRanks) The analyst sees Analog Devices outperforming its peers in the present challenging macroeconomic environment.

☆ A tech rebound may be needed for a full market recovery. These are the stocks that could lead
▼ + stars: | 2022-11-26 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

The S & P 500, meanwhile, is down 15.5% this year, dragged down by the communication services and information technology sectors, along with consumer discretionary. The Nasdaq is up 6% in the fourth quarter, while the S & P 500 has surged 12% in that time. But, some investors think tech's cooperation will be needed for the market to bounce back from this bear market. "[Tech stocks] have to participate, they have to move up to get a big market move," the company's co-chief investment officer said. Tech stocks that could lead Given this backdrop, CNBC Pro searched for stocks in the Nasdaq 100 — which is made up of the 100-largest Composite stocks — that could lead tech out of its rut.

☆ Matt Quinlan's high-dividend stock funds hold more than $20 billion in investor assets. The Franklin Templeton vet told us where he finds innovators that can deliver big returns.
▼ + stars: | 2022-11-17 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Historically, big dividend payments have been associated with just a couple of stock market sectors. Franklin Templeton fund manager Matt Quinlan says that's changed in recent years. But inflation and interest rates were extremely low during that period, and it seemed like the growth and spending could go on forever. In a market like today's that's defined by higher interest rates and inflation, which erode returns over time, a solid dividend yield can give buyers a real leg up. He's also run its $24.3 billion Rising Dividends Fund for three years, and its results have been particularly strong across his tenure.

☆ The head trading strategist at TD Ameritrade explains why the stock market may have already reached the bottom — and shares 4 sectors ripe with investment opportunities
▼ + stars: | 2022-11-16 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

TD Ameritrade's Shawn Cruz believes that there's a good chance the market has already bottomed. But overall, investors can afford to be optimistic about markets going into the new year, said Shawn Cruz, head trading strategist at TD Ameritrade. "As long as those rate cuts stay on the board and actually do happen, I think we've probably seen the bottom of the market," Cruz said. But if the central bank remains hawkish and keeps rates high next year, Cruz believes that this would potentially send equities plummeting towards a new market bottom. "The semiconductor space throughout this year has been divergent, where they're buying some and selling others or vice versa."

☆ Our guide to semiconductor companies and how their chips run our everyday lives
▼ + stars: | 2022-11-01 | by ( Zev Fima | ) www.cnbc.com time to read: +17 min

Semiconductor companies are also in the news a lot lately, whether it's the U.S. government cracking down on chip exports to China or innovations in connected cars and artificial intelligence. Since these companies don't need to invest in expensive fabrication facilities, they can run a more agile asset-light business model. Memory : The two main categories of memory chips are NAND and DRAM. Examples include those used for 5G, WiFi, Bluetooth, radiofrequency chips, near field communication chips (NFC), application-specific integrated circuit chips (ASICs), and so on. These chips are made by companies like Qualcomm, Marvell Technology, Broadcom (AVGO), ON Semiconductor, NXP Semiconductor (NXPI), and others.

☆ Top Wall Street analysts say buy these stocks amid market uncertainty
▼ + stars: | 2022-10-30 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +6 min

Investors need to look past short-term market developments and pick out stocks that can withstand these uncertain times. Here are five stocks picked out by the top Wall Street professionals, according to TipRanks, a platform that ranks analysts based on their track records. (See Stride Blogger Opinions & Sentiment on TipRanks) Paris holds the 207th position among around 8,000 analysts tracked on TipRanks. 302 ranking out of about 8,000 analysts on TipRanks, has a 60% ratings success rate. Going by what Needham analyst Alex Henderson has to say about Juniper, the stock is a resounding buy.

☆ Tech stocks are tumbling but one fund manager still loves Microsoft. Here’s why
▼ + stars: | 2022-10-28 | by ( Zavier Ong | ) www.cnbc.com time to read: +4 min

Tech stocks have tumbled this week, as investor optimism fades following disappointing results from some of the sector's biggest names. Despite the gloomy outlook for the sector, fund manager Brian Arcese is still bullish on selected stocks within the sector — including Microsoft. The portfolio manager at Foord Asset Management co-manages the Foord International Fund and the Foord Global Equity Fund. Read more These 'all-weather' stocks can protect your portfolio in a recession: Outperforming fund manager Stocks and bonds are struggling. The Foord Global Equity fund has fared less well, although did manage to just outperform the market this year, down 23.3% as of the end for September, the fund's latest factsheet showed.

☆ Chipmaker STMicro sees sales growth slowdown in fourth quarter
▼ + stars: | 2022-10-27 | by ( Mathieu Rosemain | ) www.reuters.com time to read: +2 min

Bigger rival Texas Instruments Inc (TXN.O) earlier this week that it expected demand across most of its end markets to decline, while South Korea's SK Hynix Inc (000660.KS) warned of an "unprecedented deterioration" in memory chip demand. STMicro said it expected fourth-quarter sales to edge up by 1.8% from the previous quarter to about $4.4 billion. Co-controlled by the Italian and French governments, STMicro said demand rose across all its products in the third quarter, beating market expectations. Net revenue in the third quarter rose to $4.32 billion, above the company's own guidance and the $4.24 billion analyst consensus compiled by Visible Alpha. Reporting by Mathieu Rosemain; Editing by Muralikumar Anantharaman, Subhranshu Sahu and Simon Cameron-MooreOur Standards: The Thomson Reuters Trust Principles.

Microsoft Corp (MSFT.O) posted its lowest sales growth in five years and forecast second-quarter revenue below Wall Street estimates, while Alphabet (GOOGL.O) reported downbeat ad sales and warned of a slowdown in advertising spending. Shares of ad revenue dependent social media firms Meta Platforms (META.O) fell 4.4%, while Pinterest (PINS.N) dropped 3.9%. ET, Dow e-minis were down 70 points, or 0.22%, S&P 500 e-minis were down 31.75 points, or 0.82%, and Nasdaq 100 e-minis were down 213.5 points, or 1.82%. Kraft Heinz Co (KHC.O) gained 2.5% after the packaged food maker beat third-quarter sales estimates, helped by higher product prices. Reporting by Amruta Khandekar and Shreyashi Sanyal in Bengaluru; Editing by Saumyadeb Chakrabarty and Arun KoyyurOur Standards: The Thomson Reuters Trust Principles.

[1/3] The logo for Google LLC is seen at the Google Store Chelsea in Manhattan, New York City, New York, U.S., November 17, 2021. A strong dollar has hurt the overseas profits of large firms, while soaring inflation has prompted interest rate hikes and companies to raise product prices, even as consumers have been forced to cut spending. Google's results bode ill for Facebook parent Meta Platforms (META.O), which is especially reliant on advertising and reports results on Wednesday. Last week, its smaller rival Snap Inc (SNAP.N) forecast no revenue growth for the holiday quarter, setting off warning bells in the social media industry. Shares in Spotify (SPOT.N), which also warned on slow advertising growth, slid 4%.

☆ What Cramer is watching Wednesday — mortgage demand collapses, tech red flags
▼ + stars: | 2022-10-26 | by ( Jim Cramer | ) www.cnbc.com time to read: +5 min

What I am looking at Wednesday, Oct. 26, 2022 Worst mortgage demand since 1997 . Early, weaker quarterly summary on tech Tuesday evening from Club holdings Alphabet (GOOGL) and Microsoft (MSFT). No longer in early innings of the cloud, and cloud costs, especially electricity, are way up. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

☆ The key to what's driving the stock market is the 2-year yield, and that's trending lower
▼ + stars: | 2022-10-26 | by ( Bob Pisani | ) www.cnbc.com time to read: +1 min

The key is that the 2-year yield (a proxy for Fed intentions) is down again Wednesday and has been trending downward the last 4 days. Not surprisingly, the S & P has rallied about 5% since the close last Thursday. Another data point: the CBOE Volatility Index (VIX) is flat today and has been trending down for two weeks. The VIX measures expected volatility in the S & P 500 looking 30 days out. The two big events in the next 30 days already have outcomes that are expected.

☆ US stocks close mixed as Nasdaq and S&P 500 snap 3-day win streaks on weak tech earnings
▼ + stars: | 2022-10-26 | by ( Jason Ma | ) www.businessinsider.com time to read: +1 min

US stocks finished mixed as the Nasdaq snapped a three-day win streak amid weak tech earnings. But the Dow Jones Industrial Average extended its rally to a fourth consecutive session. Tech stocks will see more action this week as Meta reports late Wednesday and Apple is due to report after the close on Thursday. Meanwhile, the Dow Jones Industrial Average eked out a gain to extend its rally to a fourth consecutive session, helped in part by strong earnings from Visa. Here's where US indexes stood at the 4:00 p.m. closing bell on Wednesday:Dow Jones Industrial Average: 31,839.84, up 0.01% (3.10 points)Nasdaq Composite: 10,970.99, down 2.04%Here's what else is happening today:In commodities, bonds and crypto:

[1/3] The logo for Google LLC is seen at the Google Store Chelsea in Manhattan, New York City, New York, U.S., November 17, 2021. Google's results bode ill for Facebook parent Meta Platforms (META.O), which is especially reliant on advertising and reports results on Wednesday. Microsoft fell 2% and chipmaker Texas Instruments , which forecast quarterly revenue and profit below estimates, was down 5%. Shares in Spotify (SPOT.N), which also warned on slow advertising growth, slid 4%. "During the quarter we experienced expected weakness in personal electronics and expanding weakness across industrial," said TI boss Rich Templeton.

Shares of both companies fell about 7.5% each, dragging down Amazon.com (AMZN.O) and Apple (AAPL.O), which are scheduled to report results later this week. Shares of ad revenue dependent social media firms Meta Platforms (META.O) fell 3.4%, while Pinterest (PINS.N) dropped 1%. Visa Inc (V.N) jumped 5%, boosting the Dow, after the payments processor topped quarterly profit estimates on strong travel demand. Advancing issues outnumbered decliners by a 2.05-to-1 ratio on the NYSE and by a 1.87-to-1 ratio on the Nasdaq. The S&P index recorded 19 new 52-week highs and two new lows, while the Nasdaq recorded 45 new highs and 24 new lows.

☆ Google Shares Fall as YouTube and Search Ads Take Hit
▼ + stars: | 2022-10-25 | by ( Miles Kruppa | ) www.wsj.com time to read: 1 min

Google reported its fifth consecutive quarter of slowing sales growth, with its YouTube video platform posting a drop in advertising revenue for the first time since the company began reporting the unit’s performance. The results show weakness in the economy spreading to some of its more resilient names, including many tech companies that saw their sales and stock prices rise during the pandemic. Microsoft on Tuesday reported its worst quarterly earnings in more than two years, and Texas Instruments said it was seeing flagging demand in personal electronics and from some other industrial buyers.

☆ Watch CNBC’s full interview with Virtus' Joe Terranova, Sand Hill’s Brenda Vingiello and CIC Wealth’s Malcolm Ethridge
▼ + stars: | 2022-10-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Virtus' Joe Terranova, Sand Hill’s Brenda Vingiello and CIC Wealth’s Malcolm EthridgeVirtus' Joe Terranova, Sand Hill’s Brenda Vingiello and CIC Wealth’s Malcolm Ethridge, join 'Closing Bell: Overtime' to discuss Google, Microsoft, Texas Instruments and Chipotle earnings.

☆ Tech tonic and Sunak salve
▼ + stars: | 2022-10-25 | by ( ) www.reuters.com time to read: +5 min

A massive week for top technology firms worldwide pits U.S. mega cap earnings against the withering slide in China tech shares amid domestic political and economic fears. read moreBut the decimation of Chinese tech stocks (.HSTECH) this week was more worrying. read moreU.S.-listed shares of Chinese companies such as Pinduoduo (PDD.O), JD.com and Baidu Inc plunged between 12% and 25% in New York on Monday. read moreHSBC's shares fell almost 7% in London, meantime, as investors digested a sudden management change and rising bad loan charges. As investors awaited the European Central Bank's latest interest rate rise on Thursday, German business readings were above forecast for October.

☆ Chipmaker TI forecasts dour fourth-quarter estimates on slowing demand
▼ + stars: | 2022-10-25 | by ( ) www.reuters.com time to read: +1 min

Oct 25 (Reuters) - Chipmaker Texas Instruments Inc (TXN.O) on Tuesday forecast quarterly revenue and profit below estimates, anticipating slowing orders as consumer electronics makers and retailers grapple with bloated inventory, sending its shares down 5%. Hit by red-hot inflation, consumers have pulled back on non-discretionary spending including on personal electronics, which has left businesses, stocking up ahead of the holiday season, with piled up inventories. "During the quarter we experienced expected weakness in personal electronics and expanding weakness across industrial," said TI Chief Executive Officer Rich Templeton. The company forecast fourth-quarter revenue in the range of $4.40 billion to $4.80 billion, compared with estimates of $4.93 billion, per Refinitiv data. It forecast profit between $1.83 and $2.11, below estimates of $2.21.

☆ Chip firm Navitas, worth $1 billion, is competing with industry leaders to replace silicon chips with more environmentally-friendly gallium-nitride ones.
▼ + stars: | 2022-10-25 | by ( Aaron Mok | ) www.businessinsider.com time to read: +7 min

After spending decades working with silicon chips, Sheridan started Navitas to capitalize on an emerging technology he says has a multibillion-dollar market potential. Today, most of Navitas' GaN chips can be found in phone and laptop chargers made by companies like Samsung, LG, Lenovo, and Dell. Sheridan said integrated circuits gave Navitas chips a competitive edge over GaN chips produced by competitors like Infineon, Texas Instruments, and Nvidia. GaN chips are far from replacing silicon chipsWhile GaN chips have promise, silicon chips are dominant. It says it has also invested in research and development to design GaN chips for bigger systems.

☆ Stocks making the biggest moves after hours: Alphabet, Microsoft, Texas Instruments and more
▼ + stars: | 2022-10-25 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Alphabet — The search engine parent dropped 5.8% after Alphabet missed third-quarter earnings expectations, and reported a decline in YouTube ad revenue. Texas Instruments — Shares declined 5.7% after TI's Q4 revenue and earnings forecasts missed the average analyst's consensus estimate, according to FactSet. Texas Instruments posted Q3 revenue of $5.24 billion, greater than the $5.14 billion forecast, according to consensus estimates from Refinitiv. Spotify — The streaming stock dropped 6.9% after Spotify's results failed to meet earnings expectations, reporting a loss of 98 cents per share. Analysts were expecting a loss of 84 cents per share, according to consensus estimates on FactSet.

☆ 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.

☆ Stock futures are flat as investors await big tech earnings
▼ + stars: | 2022-10-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Stock futures were flat in overnight trading Monday as investors looked ahead to big technology earnings for further clues into the health of the U.S. economy. Futures tied to the Dow Jones Industrial Average traded marginally higher, while S&P 500 and Nasdaq 100 futures added 0.09% and 0.02%, respectively. Shares of Amazon slipped slightly in after hours trading on reports of a hiring freeze, while Discover Financial shed more than 1% on disappointing earnings results. Investors this week remain laser-focused on earnings from the biggest technology companies, with reports from Alphabet and Microsoft due Tuesday. On the economic data front, S&P/Case-Shiller August home prices, FHFA August home prices and October consumer confidence are slated for release Tuesday.

☆ The economy may be in better shape than you think...for now
▼ + stars: | 2022-10-23 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +7 min

The consensus forecast from economists surveyed by Reuters is that GDP grew at an annualized pace of 2.1% in the third quarter. (This will be the first estimate for third-quarter GDP, and there will be several revisions in the coming weeks.) That also means the Fed will likely continue to sharply raise interest rates to finally choke off inflation once and for all. Those rate hikes helped cause a so-called double-dip recession, where the economy suffered two downturns between 1980 and 1982. In other words, the much-hoped-for “soft landing” for the economy could turn out to be a pipe dream.

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