Company Overview and News

 
5 Chipmakers Set to Soar as Trump Keeps Trade War on Hold

11h investorplace
U.S. tech companies can finally breathe easy, at least for the time being. U.S. Treasury Secretary Steve Mnuchin on Sunday said that the U.S.-China trade conflict has been put on hold.

 
Why ZTE Is The Last Stop Before a Full-Blown Trade War

18h investorplace
Like almost anything under President Trump’s administration, nothing is ever clear or straightforward. Case in point is the latest back-and-forth involving ZTE, a multinational telecommunications company headquartered in Shenzhen, China.

 
5 Chip Stocks Set to Soar as Trump Keeps Trade War on Hold

19h zacks
U.S. tech companies can finally breathe easy, at least for the time being. U.S. Treasury Secretary Steve Mnuchin on Sunday said that the U.S.-China trade conflict has been put on hold. This certainly is good news for U.S. tech companies, particularly chipmakers, which have been reeling under pressure since the two countries sparked fears of a trade war by imposing tariffs and counter tariffs on imports from the two countries.

 
Successful Trade Negotiations With China Could Be Quite Rewarding

2018-05-17 seekingalpha
I cannot think of a more appropriate time than now to drill down into the cornerstone of the trade issues with China. We must have a clear understanding of the trade issues before deciding the merits of investing. The more macro issues, such as currency manipulation and dumping practices, are certainly major concerns and must be addressed in our trade negotiations.

 
SOXX: Still Hot, But Risks Overheating Later This Year

2018-05-16 seekingalpha
The iShares PHLX SOX Semiconductor Sector Index ETF (SOXX) has been the hottest trade around since the 2016 lows. We hear a lot about Tech (QQQ) and Emerging Markets (EEM), but their rallies don't even come close to the gains seen in SOXX.

1
Companies including Symantec are using ‘ghost revenue’ to calculate bonuses - MarketWatch

2018-05-15 marketwatch
Companies like Broadcom Ltd. and Norwegian Cruise Line Holdings Ltd. are adding back millions in “ghost revenue” — deferred revenue that accounting standards force them to write off after an acquisition — when calculating executive bonuses, an issue that is taking on new resonance after a former Symantec Corp. employee complained about the practice internally and prompted an audit committee investigation.

 
Speculators Are Piling into Qualcomm, Inc. Stock for Two Big Reasons

2018-05-14 investorplace
Speculators got very interested in Qualcomm Inc. (NASDAQ:QCOM) over the Mother’s Day weekend, increasing the QCOM stock price almost 3%, a gain of about $2.4 billion.

 
China's ZTE paid over US$2.3 billion to US exporters last year, ZTE source says - Channel NewsAsia

2018-05-12 channelnewsasia
Chinese technology company ZTE Corp, which this month suspended its main operations after a U.S. Commerce Department ban on American supplies to its business, paid over US$2.3 billion to 211 U.S. exporters in 2017, a senior ZTE official said on Friday.

 
China's ZTE paid over $2.3 bln to U.S. exporters last year, ZTE source says

2018-05-12 reuters
(Reuters) - Chinese technology company ZTE Corp 0000063.SZ (0763.HK), which this month suspended its main operations after a U.S. Commerce Department ban on American supplies to its business, paid over $2.3 billion to 211 U.S. exporters in 2017, a senior ZTE official said on Friday.

 
3 Small Stocks to Buy That Offer High Yields

2018-05-11 investorplace
When investors think of dividend-paying stocks, they generally think of older, more established, larger companies. But income investors can find yields — and value — by looking for small stocks to buy as well. Indeed, some of the best small-cap stocks are dividend payers.

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Short Sellers Grow More Selective on Semiconductor Stocks

2018-05-10 247wallst
Semiconductor trends are considered to be leading indicators of technology and broader electronics demand. In a wider sense, semiconductor and tech stocks are considered to be leading indicators for the markets in general. A strong rally in the tech sector pushed many of these companies to new highs, but with the return of volatility semiconductors will have to rally again if markets want to return to record levels.

1
Tracking William Von Mueffling's Cantillon Capital Management Portfolio - Q1 2018 Update

2018-05-09 seekingalpha
The portfolio continues to be very concentrated with the top five positions accounting for ~30% of the 13F portfolio.

1
Top Analyst Upgrades and Downgrades: Broadcom, Check Point Software, Cleveland Cliffs, Crocs, Papa Johns, Trimble, Twilio and More

2018-05-09 247wallst
The futures traded higher Wednesday morning as the fallout from the United States exiting the Iran deal appears to be somewhat minimal, at least for now. Some investors have reconsidered what the nine-year bull market may bring in 2018 and beyond. It has become clear that the multiyear trend of buying pullbacks is now more vulnerable to sellers, volatility and each major news headline. Many investors are finding it harder to decide how they want their assets positioned for the longer term.

3
If Nvidia Blows Out Earnings This Week, Chip Stocks Could Explode

2018-05-09 247wallst
After two years of incredible performance, the chip industry and some of the high-flying stocks have hit a road bump, one that first knocked some of the wheels off back in early February. The bottom line for the sector is that capital expenditures at cloud service providers were up a stunning 65% year over year in the first quarter and increased 2% quarter over quarter, which is rare as seasonally the first quarter is typically down.

 
Broadcom Inc. to Announce Second Quarter Fiscal Year 2018 Financial Results on Thursday, June 7, 2018

2018-05-08 globenewswire
SAN JOSE, Calif. , May 08, 2018 (GLOBE NEWSWIRE) -- Broadcom Inc. (Nasdaq:AVGO), a leading semiconductor device supplier to the wired, wireless, enterprise storage, and industrial end markets, today announced it will report its second quarter fiscal year 2018 financial results and business outlook on Thursday, June 7, 2018 after the close of the market. Broadcom's management will host a conference call at 2:00 p.

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