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electronics: Archive

David Bartosiak

Bear of the Day: AZZ (AZZ)

The industry is doing well but the stock is under earnings pressure.

Kevin Cook

Bear of the Day: Coherent (COHR)

Slowdown in laser tooling needs for mobile and automotive markets this year hit sales 15%, profits 55%

David Bartosiak

Bear of the Day: Western Digital (WDC)

Hard times for hard drives causing negative earnings estimate revisions.

Mark Vickery

Pre-Markets Off Early-Morning Bottoms: F, BP & More

The Nasdaq keeps busting out to new all-time highs, currently on a 4-day win streak.

Kevin Cook

The Tech Analyst Who Screamed Buy TSM at $50!

A tectonic shift -- measured in nanometers -- just occurred in semiconductors, with Taiwan Semi and AMD the big winners

Kevin Cook

Bull of the Day: Impinj (PI)

RFID sensors will connect trillions of products to the IoT and this small-cap supplier is expanding their reach with custom solutions

John Blank

A Big Batch of Tech Earnings: Global Week Ahead

The Q2 EPS season hasn't been that big of a mess... yet. Entering the week, 85% of the S&P 500 firms that have released have beaten analysts' expectations.

Kevin Cook

Bear of the Day: Keysight Technologies (KEYS)

Contraction in growth saw EPS estimates drop another 15% this month, but the trough may be in sight

Daniel Laboe

Bull Of The Day: Ooma (OOMA)

This is a great chance to get in on the ground floor of a growing cloud niche before the market realizes its potential

Daniel Laboe

The Tech Spread Continues to Expand: Should We Be Worried?

There has been an enormous divergence between US indexes amid one of the most tumultuous years in stock market history