A director at NVIDIA Corp sold 40,000 shares at 121.009USD and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sh...
When the BoJ raised rates in March, it had been 17 years since it had last done so, though the world was very different then. While the July rate hike was unlikely to move the economic needle, the question now is what else might follow the subsequent financial market maelstrom. Pelham Smithers discusses the outlook for Japan’s macro environment, what new fiscal policies the new PM might introduce, how the BoJ might react and the all-important trend in corporate earnings. This then leads us to...
WFE spending will grow 5% this year, with Chinese spending hiding a full cyclical downcycle in the rest of the world. Consensus forecasts 2025 in line with the 4Q24 run-rate and up nearly 20% vs. 2024; we see downside risk and expect 2025 growth, but only in the low-teens. Beyond 2025, visibility is still low. Multiples have compressed in absolute terms and relative to semis, but with likely negative revisions in revenue and earnings in 2025 there could be further downside. We see no reason to...
Micron’s FY24 results are a reminder that the chip industry is still doing well. Pelham Smithers considers what is reflected in the shares price of the wafer fab equipment makers and highlights two Japanese plays that offer undemanding valuations.
Cisco and University of Ottawa Equip Engineering Students with Job-Ready IT and Cybersecurity Skills Together, Cisco and uOttawa are addressing Canada’s digital skills gap News Summary: Cisco and the partner to arm engineering students with job-ready training needed for IT roles after graduation.Cisco’s Certified Network Associate certification (CCNA), an industry-recognized credential, will be integrated into the university’s Computer and Software Engineering programs, and equipment will be provided to support cybersecurity research.Closing Canada’s skills gap requires collaboratio...
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