Volume in the convertible-bond market has soared to the highest level since the start of the Covid-19 pandemic.
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Before the stock took off, the company's overall growth looked sluggish, but management was explicitly forecasting a boom in its most important AI-related businesses.
The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.57%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.89%. June E-mini S&P futures (ESM26 ) fell -0.60%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.11%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.57%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are up +0.09%, and June E-mini Nasdaq futures...
Large-cap stocks usually command their industries because they have the scale to drive market trends. The flip side though is that their sheer size can limit growth as expanding further becomes an increasingly challenging task.
A number of stocks jumped in the afternoon session after the Trump administration announced a new peace deal that would lead to the reopening of the Strait of Hormuz, signaling a potential recovery in the industrial and automotive end markets that analog chips are most directly tied to.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +1.65%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.92%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.06%. June E-mini S&P futures (ESM26 ) rose +1.68%, and June E-mini Nasdaq futures...
Before the stock took flight, its top-line growth looked sleepy, but its profitability was already telling a powerful story about the coming AI boom.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.24%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.79%. June E-mini S&P futures (ESM26 ) are up +1.72%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.73%. June E-mini S&P futures (ESM26 ) are up +1.61%, and June E-mini Nasdaq futures...
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner. Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
Microchip Technology Incorporated (NASDAQ:MCHP) was one of the stocks on Jim Cramer’s radar as he cautioned that SpaceX could blow past its opening price. A caller mentioned that they bought “half a position” in the stock, and asked whether they should add more. Cramer replied: It’s good. That’s industrial internet. I think it’s terrific. I […]
Microchip Technology expanded QML MIL-PRF-38535 certification at its Nantes facility to include Class Y for high reliability aerospace and defense products. The company also received a key U.S. export license approval to support advanced technology development activities in Armenia. For investors watching NasdaqGS:MCHP, these updates speak directly to Microchip Technology's role in mission critical markets rather than short term trading moves. The stock last closed at $95.24 and is up 7.8%...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...
Microchip Technology and Flex are highlighted as AI-linked plays as cooling core inflation and improving business trends support growth expectations.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.43%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...
MCHP debuts TimePictra 12 with new GUI, automation and support for advanced timing tech, scaling to 5,000 elements for critical networks.
A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.
The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...
AAOI is up 367% YTD on AI data-center transceiver demand, yet trades at 8.71x forward sales. Should investors wait to buy?
The S&P 500 Index ($SPX ) (SPY ) today is down -0.61%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.88%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.80%. June E-mini S&P futures (ESM26 ) are down -0.71%, and June E-mini Nasdaq futures...
When we actually look at what the Fed cares about, the picture inverts completely.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.28%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.38%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.28%. June E-mini S&P futures (ESM26 ) are down -0.25%, and June E-mini Nasdaq futures...
Determining whether Microchip Technology at US$91.47 is offering fair value right now, or whether the price is getting ahead of itself, starts with understanding how its current valuation compares with the fundamentals. The stock is up 40.7% year to date and 35.0% over the last year, even though it has fallen 5.7% over the past week and 7.7% over the last month. These moves can change how investors think about both risk and opportunity. Recent headlines have discussed Microchip Technology...
Microchip edges past Fabrinet as AI data-center wins and a coming 3nm PCIe Gen6 switch offset its pricier valuation.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
A number of stocks jumped in the afternoon session after the broader semiconductor sector recovered from a sharp selloff during the previous trading session.