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Semiconductors

All Hawk Thorne coverage tagged “Semiconductors” newest first.

14 articles
19 AugustEquities

Nasdaq futures deepen a record short while the Composite stays well short of the test

Hawk Thorne Research10 AugustEquities

Nasdaq futures build a three-year-record short as the index sits near highs

Hawk Thorne Research1 AugustEquities

Small-cap futures keep adding shorts while large caps unwind theirs

Hawk Thorne Research17 JulyEquities

Four earnings misses, four different reasons, and a S&P short that keeps building

Hawk Thorne Research15 JulyEquities

A three-year-low short book covers into a manufacturing beat, leaving IBM and Apple exposed

Hawk Thorne Research14 JulyEquities

IBM's 25% collapse confirms the miss, but the tape still calls it a one-off

Hawk Thorne Research14 JulyEquities

IBM's 17% drop tests whether earnings misses are broadening past one stock

Hawk Thorne Research13 JulyEquities

TSMC's record quarter tests whether AI demand is broadening, not narrowing

Hawk Thorne Research10 JulyEquities

S&P 500 nears a record close while Salesforce absorbs a lone AI demand doubt

Hawk Thorne Research8 JulyEquities

Nvidia's $1 trillion cap loss tests the AI-reassertion case

Hawk Thorne Research6 JulyEquities

A 12-month hardware delay at NVIDIA lands the same day the demand bulls declare victory

Hawk Thorne Research5 JulyEquities

AI capex names are trying to reassert themselves over the consumer-caution trade, but the Nasdaq isn't buying it yet

Hawk Thorne Research2 JulyEquities

Auto earnings are splitting into winners and losers, and the index still can't tell the difference

Hawk Thorne Research1 JulyEquities

Consumer demand is cooling faster than corporate cost cuts can offset it

Hawk Thorne Research
Semiconductors · Hawk Thorne