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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.
Any idea why some investors are happy about the disastrous $UA results??
Wow! GM killed it with earnings today! Did not expect this after $F gave the feeling it will eclipse the Chevy maker completely!
Oil rebound starting to show up in energy stocks. $XOM $CVX
I have a feeling "CLOUDy" days are ahead, with $AMZN leading the pack.
$AAL is giving pay hikes to its employees but investors are sulking.