Two chipmaker stocks look like buys as semis gear up for earnings, traders say_老虎社区_美港股上老虎

Two chipmaker stocks look like buys as semis gear up for earnings, traders say

CNBC2021-04-27

Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...

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Maydelyn
·2021-04-27
Nvidia still my favourite stock of all.. looking forward to it hitting 700
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HealthCoach
·2021-04-27
Yessss
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HealthCoach
·2021-04-27
Looking good
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朝即安大
·2021-04-27
Good sign
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Boo2bear
·2021-04-27
Who are buying these two?
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hisashi
·2021-04-27
Good
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3
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Joannetan
·2021-04-27
wowww
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4
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收起
- IAmThankful:
  [Cool]
  2021-04-27
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YN636
·2021-04-27
🙏🏻
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The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"code":"91000000","status":"200"},"commentList":[{"id":377231385,"gmtCreate":1619529612847,"gmtModify":1634212029407,"author":{"id":"3577008220161864","authorId":"3577008220161864","name":"Maydelyn","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3577008220161864","idStr":"3577008220161864"},"htmlText":"Nvidia still my favourite stock of all.. looking forward to it hitting 700","listText":"Nvidia still my favourite stock of all.. looking forward to it hitting 700","text":"Nvidia still my favourite stock of all.. looking forward to it hitting 700","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377231385","repostId":1100651278,"repostType":2,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. 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charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377079592,"gmtCreate":1619486628216,"gmtModify":1634212375082,"author":{"id":"3581595296815604","authorId":"3581595296815604","name":"HealthCoach","avatar":"https://static.tigerbbs.com/5a7132f8ef4fc0fd8f2b9cc753934a10","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3581595296815604","idStr":"3581595296815604"},"htmlText":"Looking good","listText":"Looking good","text":"Looking good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377079592","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377047361,"gmtCreate":1619486514253,"gmtModify":1634212376854,"author":{"id":"3575846823269420","authorId":"3575846823269420","name":"朝即安大","avatar":"https://static.tigerbbs.com/755ede52eb92cd0b27c464c9736a0db7","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575846823269420","idStr":"3575846823269420"},"htmlText":"Good sign","listText":"Good sign","text":"Good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377047361","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377040494,"gmtCreate":1619486140318,"gmtModify":1634212383063,"author":{"id":"3578969648963961","authorId":"3578969648963961","name":"Boo2bear","avatar":"https://static.tigerbbs.com/209ae746c8124fe2d5f79aee784d2fcc","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578969648963961","idStr":"3578969648963961"},"htmlText":"Who are buying these two?&nbsp;","listText":"Who are buying these two?&nbsp;","text":"Who are buying these two?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377040494","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377053772,"gmtCreate":1619485747996,"gmtModify":1634212389333,"author":{"id":"3569379942872386","authorId":"3569379942872386","name":"hisashi","avatar":"https://static.tigerbbs.com/29366171e4326ad7326206178789c95f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3569379942872386","idStr":"3569379942872386"},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377053772","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":377059118,"gmtCreate":1619485685234,"gmtModify":1631890230785,"author":{"id":"3579736147046337","authorId":"3579736147046337","name":"Joannetan","avatar":"https://static.tigerbbs.com/6c50a1cc10219dea2baaa869187e5fbd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3579736147046337","idStr":"3579736147046337"},"htmlText":"wowww&nbsp;","listText":"wowww&nbsp;","text":"wowww","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/377059118","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Two chipmaker stocks look like buys as semis gear up for earnings, traders say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4144563,"gmtCreate":1619485710068,"gmtModify":1635510354369,"authorId":3572176137415007,"author":{"id":3572176137415007,"idStr":"3572176137415007","authorId":3572176137415007,"name":"IAmThankful","avatar":"https://static.tigerbbs.com/70c6aad0b12d9421dbbed3a0b64ed057","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":377059118,"type":1,"supId":0,"prevId":0,"content":"[Cool]","text":"[Cool]","html":"[Cool]"}],"langContent":"EN"},{"id":377022612,"gmtCreate":1619485512336,"gmtModify":1634212394815,"author":{"id":"3582058335456160","authorId":"3582058335456160","name":"YN636","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582058335456160","idStr":"3582058335456160"},"htmlText":"🙏🏻","listText":"🙏🏻","text":"🙏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377022612","repostId":1100651278,"repostType":4,"repost":{"id":"1100651278","kind":"news","pubTimestamp":1619485118,"share":"https://www.laohu8.com/m/news/1100651278?lang=&edition=full","pubTime":"2021-04-27 08:58","market":"us","language":"en","title":"Two chipmaker stocks look like buys as semis gear up for earnings, traders say","url":"https://stock-news.laohu8.com/highlight/detail?id=1100651278","media":"CNBC","summary":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably i","content":"<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n","source":"cnbc_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTwo chipmaker stocks look like buys as semis gear up for earnings, traders say\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 08:58 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html><strong>CNBC</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the ...</p>\n\n<a href=\"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","NXPI":"恩智浦","TXN":"德州仪器"},"source_url":"https://www.cnbc.com/2021/04/26/amd-and-nvidia-look-like-buys-as-semis-stocks-report-earnings-traders.html","is_english":true,"share_image_url":"https://static.laohu8.com/72bb72e1b84c09fca865c6dcb1bbcd16","article_id":"1100651278","content_text":"Semiconductor stocks are gearing up for earnings as theglobal chip shortage rolls on, most notably impacting auto companies.NXP Semiconductorreported a 27% increase in first-quarter revenue after the close Monday, while profit of $1.25 a share beat the consensus.AMD and Texas Instrumentsare set to report after the bell Tuesday.With demand high but supply squeezed, CNBC's \"Trading Nation\" asked two traders which chipmaker stocks they see coming out on top.\"I likeAMD, especially for new money,\" Mark Tepper, president of Strategic Wealth Partners, said on Monday.AMD has lagged the rest of the chipmakers this year, a pullback Tepper sees as an opportunity. The stock is down 7% in 2021 compared with a 16% increase for theSMH semiconductor ETF.\"We actually just increased our position in AMD around March 30 by 75% so we almost doubled down, and obviously we got word last week that Intel's server business whiffed once again and AMD stock popped, because we all know who's been eating Intel's lunch and taking their market share for the last few years. It's been AMD,\" said Tepper.Intel last weekreported a 20% decline in data center revenuefor its March-ended quarter. Sales in that unit came in at $5.56 billion, down from $6.99 billion a year earlier. AMD's enterprise segment sales,which includes server chips, rose 176% in its fourth quarter. Analysts expect sales of $1.3 billion for that unit for its first quarter ended in March, up from $348 million, according to FactSet.\"When you look at AMD versus Intel, AMD has got better innovation, better performance, better price point and they've probably got like a two- to three-year competitive lead on Intel. The most important business for AMD is still data center, but then you add in the Xilinx acquisition, that diversifies their portfolio. So that would be my play here,\" said Tepper.Ari Wald, head of technical analysis at Oppenheimer, is bullish on the entire chips space, arguing that these cyclical stocks should benefit in the bull market cycle. There is one name, in particular, he sees as best in show, though.\"You'll want to own stocks that typically outperform in a rising market tape, semis included. And one of the biggest U.S. chip players there isNvidia, just breaking out from a seven-month range, coming back, testing that breakout level at $600, I think the uptrend reasserts itself. And this is a stock with a $700 print over the next six months,\" said Wald during the same interview.Nvidia closed Monday at $619.12 a share. A move to $700 implies 13% upside.","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":41,"commentSize":8,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}