Hynix - All in on One Apple
SK Hynix (000660 KS) earnings downgrades are coming and this is phase 1 of 2. Expectations are very high for a September but that is based on...
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Intel Architecture Day 2020. Forget 7nm, We've Got SuperFins!
Intel held its latest Architecture Day on August 13 last, a virtual event led by the company's newly appointed Chief Architect, Raja Koduri. The...
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Asia Short Interest Weekly: AliHealth, Meituan, SunnyOptical, WuXi Apptec, Canon, Lasertec, Seegene
The Asia Short Interest weekly looks at moves in market wide short interest and highlights movements in stock specific short interest across Hong...
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Global Equity Strategy: Bullish Outlook Intact
Our outlook remains bullish and we continue to believe that the path of least resistance remains higher for global equities (MSCI ACWI). As long as...
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AMD. Firing On All Cylinders While Intel Is Firing Their CTO.
AMD reported second quarter earnings of $1.93 billion, up 26% YoY and 8% sequentially, and some $80 million higher than the forecasted midpoint....
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