Thursday, May 15, 2025
Advanced Micro Devices (AMD) exploded on Wednesday after announcing it expects for 2020 revenue to grow about 32% from 2019 to roughly $8.88 billion. That’s a respectable increase from initial guidance of $8.08 billion AMD had provided previously. Analysts were only looking for AMD 2020 revenue guidance of about $8.4 billion. AMD also earned an […]
The stock market crash at the start of the so-called “coronacrisis,” was especially devastating to share prices in high yield sectors. I attribute the extra steep declines to what I have labeled a “liquidity event,” in which leveraged funds using the high yield investments were forced to sell, sell, sell, to avoid becoming leveraged into […]
Eastman Kodak (KODK) surprised weary longtime investors this week with a deal from the government that sent the shares of the iconic film processor skyward. The company reported it had received a loan from the U.S. International Development Finance Corporation (IDF) of $765 million to finance the production of generic drug ingredients. The loan was […]
The big earnings loser last week was Intel (INTC), the semiconductor giant. INTC badly missed earnings with a delay in production of their next-gen chip. The stock price dropped over 16% on the day after earnings were announced. As you’d expect, options volume was very high during the move, with a surprising amount of action […]
Last week, when Virgin Galactic (SPCE) announced it would be replacing its CEO, the company sent a clear signal that it will be moving from a novel “spaceship company” to a company focused on making money. The Sir Richard Branson-backed Virgin Galactic is scheduled to launch its first paying passengers into space later this year, […]
Since bottoming out at $1.92 in March 2020, shares of Lithium Americas (LAC) rocketed to a recent high of $5.78. All because there’s a potential lithium supply shortage. According to Reuters, “A new demand surge is already looming in the form of the multiple ‘green stimulus’ packages as governments try and kick-start locked-down economies. You don’t […]
Outside of a personal residence, real estate is an asset class that often is underrepresented in investor portfolios. One reason is that it takes a lot of capital or taking on a lot of debt to buy an apartment building, office building, or a farm. Real estate investment trusts (REITs) offer a stock exchange-traded way […]
With two current themes impacting school safety, one the COVID-19 pandemic and a call in some school districts to remove police officers from schools, Motorola Solutions (MSI) is working to improve school safety. MSI has teamed with SaferWatch to implement a security system that provides schools with a “mobile panic button” that can be used […]
The S&P 500, and its ETF analogue SPY, is roughly breakeven for the year, which is crazy if you think about it. We had a full market crash in March due to the coronavirus pandemic. For the most part, the concerns that arose in March haven’t come close to being resolved; yet the stock market […]
For nearly two years, gold’s been on quite a run. In fact, the precious metal is getting close to an all-time high. That hasn’t happened in nearly a decade. Investing in gold is a tricky business. Historically it seems that gold likes to run one of two ways: it’s either very hot or very cold, […]
