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C.J. Muse from Evercore probes on the upside potential for silicon. $AMAT said it's flat to up a bit this year. Looking at it the NAND has picked up and is up about 35% YonY, whereas DRAM is probably down about 25%. Foundry is not up a lot, but the company's position within foundry is really strong.
$MON shares dip slightly; I wonder this is because of the environmental lawsuit filed by the Washington state against the production of PCBs.
My bet is that $FR will reach $32 in the short term. It’s time it broke the 52-week high and had its fair share of growth.
$WYNN got bruised up by China after its decision to cut withdrawal limit in Macau ATMs. Wynn Resorts shares went down by more than 11%! Well who could have guessed that right?