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Posts tagged "manufacturing"

QCOM: Piper Says Supply Not a Worry, Slams Intel

Amidst ongoing discussion of the implications of tight chip manufacturing capacity, Piper Jaffray chip analyst Gus Richard this morning writes that Qualcomm (QCOM) could see upside to 2013 estimates despite delays given "the strength of its product ...

Intel: Tight Capacity Means Chip Makers Need Their Services, Says Citi

Citigroup's Glen Yeung today writes in a note to clients that Intel's (INTC) lead in semiconductor process technology is "coming into focus" following the company's analyst day event last week. Intel is increasing its lead on the industry by two vec...

Intel Analyst Day: Bulls Cheer Technology Lead, Bears Skeptical on Margins

Shares of Intel (INTC) are up 43 cents, or 1.6%, at $27.67 following the company’s analyst day yesterday, during which it reiterated its year financial outlook. You can listen to a replay of the day’s presentations, along with PDF documents contain...

Breaking down five million job losses, and the curious case of construction

A chart and table via CreditSights, click to enlarge:If you don’t feel like squinting your eyes, here is what’s relevant for this post:– There are 4.99...

PANL Off 11%: Better Than Bears Think, Says Goldman; ‘Green’ Materials a Concern, Says Piper

Shares of organic light-emitting diode technology (OLED) maker Universal Display (PANL) are down $4.20, or almost 11%, at $34.96 after the company last night missed Q1 estimates and reaffirmed its revenue outlook for the year, citing a slip in the ...

TSLA Up 7% Despite Q1 Miss; ‘Model S’ Ahead of Schedule

Shares of electric car maker Tesla Motors (TSLA) are up $1.94 cents, or 6.5%, at $32 in late trading after the company this afternoon reported Q1 revenue below expectations and a deeper-than-expected net loss per share, but said production of its key a...

Wholesale Inventory Gains Held Back by Petroleum

U.S. wholesale inventories rose less than expected in March, held back by the biggest drop in petroleum stocks in nearly two years.

Purchasing Managers See More Revenue, Hiring in 2012

Purchasing managers in both the factory and nonmanufacturing sectors expect revenues and jobs to increase for rest of 2012, according to surveys released Tuesday by the Institute for Supply Management.

Intel: Lack of Capacity Obstacle to Any Apple Foundry Deal, Says CLSA

CLSA Asia-Pacific Markets’s Srini Pajjuri today offers up a think-piece on the question of whether Intel (INTC) will offer chip manufacturing services in its foundries to Apple (AAPL), a subject of ongoing speculation. Offering to make Apple’s custom chips, based on the instruction set of Intel’s competitor, ARM Holdings (ARMH), would bring with it “strategic...

Vital Signs: Accelerating Manufacturing

The Institute for Supply Management’s index of activity in manufacturing industries rose to 54.8 in April from 53.4 in March, indicating factories have gained momentum.

ISM to Regional Factory Reports: Drop Dead

A strong ISM report was a refutation of several regional Fed surveys that showed factory activity slowing sharply or even contracting last month.

Breaking Down ISM Report Showing Strong Factory Expansion

Chief Economist Robert Brusca of Fact & Opinion Economics talks with Jim Chesko about the ISM report showing that the U.S. manufacturing sector's expansion picked up in April.