Semiconductors

Texas Instruments: Note To Self

Talk about having your thunder stolen!  Reporting earnings at the same time as Apple is like playing the second stage at Lollapalooza as the Chili Peppers take the main stage.  Supposedly, crickets could be heard on the Texas Instruments (TXN) conference call along with the quiet yearning of the second string sell-side analysts who wished they were…

Remember the Last Time Intel Reported?

All eyes are on Intel (INTC) this evening as the company is one of the first bellweather names to report earnings. The last time Intel reported, on July 14th, the NASDAQ exploded, with a gap up and 3.5% gain for the composite the following day. Nothing in last month’s report means anything as far as forecasting…

Breakfast Links: Post-Apocalyptic Disney

Stuff I’m Reading this Morning… JPMorgan almost bought Morgan Stanley at Paulson‘s request during the crisis.  (DealBook) SIA: 2nd quarter chip sales up 17% sequentially, 4 months of gains in a row.  (WSJ) Commercial RE loans blowing up faster than you thought.  (Clusterstock) Nouriel Roubini goes bullish on commodities.  (ResearchReloaded) A Swissman (is that a…

And a Chipmaker Shall Lead Us…

Intel (INTC) ripped the cover off the ball with their latest earnings report.  And we’re not talking about cost-cutting: From Reuters: Intel projected third-quarter revenue at $8.1 billion to $8.9 billion, compared with analysts’ average forecast of $7.8 billion, according to Reuters Estimates. They beat on revenues and they are raising revenue guidance.  When was…

Market Recap: Cars and Bikes

 [youtube=http://www.youtube.com/watch?v=Z19zFlPah-o] The Reformed Broker, AKA The Mongoose Californian, here with today’s Market Recap… Does anyone or anything suck as much as General Motors (GM)?  Even Ford (F), up 10% plus today, seems to be picking itself up off the mat these days, although the Goldman Sachs Conviction Buy List kudos probably didn’t hurt. On a…