$Cadence Design Systems (CDNS.US)$they just came out and issued lousy guidance going forward.. so that's why it's going down it's not the revenues not the earnings it's the forward guidance that sucks
10baggerbamm
OPTWIMO (151403908)
:
you're right it doesn't bode well I mean broadcom was down today because of the rumor they're going to be buying potentially half of Intel along with Taiwan semiconductor and you still have Qualcomm that could come back into this equation because they want a foundry business and they're a cash rich company they can very easily buy them but here's the problem Trump came out about 3 hours ago there was a statement from the White House I heard it when I was walking out the door you all need to listen to it it's really really important especially if you own Intel it said something to the extent that they're going to uphold the Biden stance and policy on corporate acquisitions so under Biden they were really really tough on corporations being sold to other corporations they used antitrust monopolistic practices all of these words to prevent acquisitions from happening. and then Trump threw his cabinet released a statement that everything that Biden put in place they're going to uphold regarding corporate acquisitions it's really important if you want Intel that you listen and you read exactly what was said by President Trump cabinet today because it could kibosh any acquisition of Intel it could prevent it from happening just like Nvidia wanted to buy arm holdings and that was prohibited the same thing could happen.. so I kind of got off topic but it's bad news for the broader Market to answer your question to have big companies like applied materials guide lower because of limitations on who they can sell to the dollar also is very very strong it's going to cause earnings to miss in many companies in the first quarter as well.. president Trump is going to any day further restrict chip sales he already said that last week it's coming. $Intel (INTC.US)$
TWIMO (151403908)
:
Let’s just be weary with the markets. On Trump, I know how to motivate him to change his tune. He’ll be very positive the moment a middleman company is appointed to negotiate the deal
Money Thrill
:
if, i suppose, TSMC takes over a part of $Intel (INTC.US)$ than they have immediately a Foundry in US ... and it's not that what Trump wants. All the knowledge and production in US ? Perhaps an opportunity now. You never know how President Trump acts but He acts in favor of business and economy... guesswork but possible?
The rise of artificial intelligence (AI) has placed the semiconductor ecosystem at the core of this technological revolution. While AI demonstrates boundless potential, its advancement depends heavily on the support of semiconductor technology. The semiconductor industry is not just about providing chips—it serves as the foundation of AI development, transforming visionary concepts into tangible reality ✨. At the heart of AI lies its com...
LoneBone
:
High quality post. Thanks. It would be cool if I had shares in every ticker that popped up in this snippet. Now I can wait to see how many mofos gonna say “I do and for them all for pennies.”
Click Here: TYNKR LAB™ U.S. stock markets closed with mixed results, reflecting cautious investor sentiment as major tech earnings approached alongside key economic data.$Dow Jones Industrial Average (.DJI.US)$fell by 0.36%, while$S&P 500 Index (.SPX.US)$and$Nasdaq Composite Index (.IXIC.US)$posted gains of 0.16% and 0.81%, respectively. This divergence highlights sector-specific movements and investor positioning ahead ...
The market was mixed, as a majority of equities fell overall, and the Dow sank, but the Nasdaq hit an all-time trading and closing high. Just past 5pm ET the$S&P 500 Index (.SPX.US)$traded 0.15%, the$Dow Jones Industrial Average (.DJI.US)$fell 0.36%, and the$Nasdaq Composite Index (.IXIC.US)$climbed 0.78%. MACRO In macro Tuesday, CB Consumer Confidence numbers came in much higher- 108.7 vs. 99.5 expected. JOLTS Job ...
Good morning, traders. Happy Tuesday, October 29th. The market is falling overall, but the indexes are trying to turn the direction around- a lot of earnings came in this morning on the negative side. Investors are awaiting for$Alphabet-C (GOOG.US)$and$Advanced Micro Devices (AMD.US)$earnings after the bell today. My name is Kevin Travers; here is the news about animal spirits moving markets. $D.R. Horton (DHI.US)$shares dr...
$Cadence Design Systems (CDNS.US)$ Revenue of $1.215 billion, compared to revenue of $1.023 billion in Q3 2023 GAAP operating margin of 29%, compared to 29% in Q3 2023 Non-GAAP operating margin of 45%, compared to 41% in Q3 2023 GAAP diluted net income per share of $0.87, compared to $0.93 in Q3 2023 Non-GAAP diluted net income per share of $1.64, compared to $1.26 in Q3 2023 Quarter-end backlog was $5.6 billion and current remaining performance obligations (“cRPO”), contract reve...
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Money Thrill
OP
:
Cadence delivered exceptional results for the third quarter of 2024, driven by broad-based strength across our portfolio, especially in IP, SD&A, and hardware systems,” said Anirudh Devgan, president and chief executive officer. “Customers are achieving outstanding results with Cadence.AI, and I’m excited by its accelerating proliferation as AI rapidly becomes an integral part of the design workflow.” “I am pleased to report that Cadence delivered strong Q3 results, with total revenue growing 19% year-over-year. Our Q3 recurring revenue growth returned to low teens on a year-over-year basis, and China revenue continues to improve, representing 13% of our total revenue for Q3,” said John Wall, senior vice president and chief financial officer. “Our Q4 bookings pipeline looks exceptionally strong, and we are well positioned to deliver a strong 2024.”
Bruski2023
OPMoney Thrill
:
Yes, after it failed to get to 280 I set a SL at 273 and it triggered like 2 minutes later. Not upset with it. TMDX got destroyed so I took a shot…only 60 shares might hold em for a bit and so how the market reacts tomorrow
Too Tall : watchlist
TWIMO (151403908) : On a bigger picture, lower guidance seems to be the trend except for Broadcom. This does not augur well for the market isn’t it?
10baggerbamm OP TWIMO (151403908) : you're right it doesn't bode well I mean broadcom was down today because of the rumor they're going to be buying potentially half of Intel along with Taiwan semiconductor and you still have Qualcomm that could come back into this equation because they want a foundry business and they're a cash rich company they can very easily buy them but here's the problem
Trump came out about 3 hours ago there was a statement from the White House I heard it when I was walking out the door you all need to listen to it it's really really important especially if you own Intel
it said something to the extent that they're going to uphold the Biden stance and policy on corporate acquisitions so under Biden they were really really tough on corporations being sold to other corporations they used antitrust monopolistic practices all of these words to prevent acquisitions from happening.
and then Trump threw his cabinet released a statement that everything that Biden put in place they're going to uphold regarding corporate acquisitions
it's really important if you want Intel that you listen and you read exactly what was said by President Trump cabinet today because it could kibosh any acquisition of Intel it could prevent it from happening just like Nvidia wanted to buy arm holdings and that was prohibited the same thing could happen..
so I kind of got off topic but it's bad news for the broader Market to answer your question to have big companies like applied materials guide lower because of limitations on who they can sell to the dollar also is very very strong it's going to cause earnings to miss in many companies in the first quarter as well.. president Trump is going to any day further restrict chip sales he already said that last week it's coming.
$Intel (INTC.US)$
TWIMO (151403908) : Let’s just be weary with the markets. On Trump, I know how to motivate him to change his tune. He’ll be very positive the moment a middleman company is appointed to negotiate the deal
Money Thrill : if, i suppose, TSMC takes over a part of $Intel (INTC.US)$ than they have immediately a Foundry in US ... and it's not that what Trump wants. All the knowledge and production in US ? Perhaps an opportunity now. You never know how President Trump acts but He acts in favor of business and economy... guesswork but possible?
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