Latest Insights on QCOM
The $1 Billion 5G Deal With Intel Won’t Save Apple July 23, 2019 Great Stuff We get some interesting mail here at Great Stuff. You never know what’s going to show up in the GreatStuffToday@banyanhill.com inbox. I’ve seen everything from stock advice to insults to poetry. After last week’s Reader Feedback issue, I received a rather interesting question from Edward M.: In 30 years of financial writing, an economics writer […]
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]
Why Now is Not the Time to Buy Micron Stock June 26, 2019 Great Stuff Chips are back, baby! Micron Technology Inc. (Nasdaq: MU) is parting the Red Sea, rallying more than 12% and leading semiconductor stocks to higher ground. Nvidia Corp. (Nasdaq: NVDA) and Advanced Micro Devices Inc. (Nasdaq: AMD) are both up about 5%. Applied Materials Inc. (Nasdaq: AMAT) is up nearly 4%. Even Qualcomm Inc. (Nasdaq: QCOM) […]The FTC Investigates Big Tech Companies Google and Amazon June 3, 2019 Great Stuff Big Tech and the government … they see your every move. Now these two juggernauts of information are going head-to-head in classic trust-busting fashion. The Wall Street Journal reported over the weekend that the Department of Justice (DOJ) has launched two investigations into Alphabet Inc. (Nasdaq: GOOG) — aka Google — for antitrust violations. Separately, The Washington Post said […]
The Great Walled-Off China May 16, 2019 Great Stuff The U.S.-China trade war has spawned a growing wall between the two countries. OK, it’s not really a wall. It’s more like a chain-link fence with lots of holes … and an unlocked gate … but that’s not the point! In addition to tariffs on $200 billion in Chinese imports, President Trump has added Huawei […]
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