Global IT spending is expected to fall 5.5% this year. Blame the strong dollar and a delay of hardware upgrades in favor of software as a service and other cloud offerings.» Read More
The back-to-school shopping season has begun and although spending is expected to decrease in most categories, industry analysts anticipate seeing growth in PCs and consumer electronics.
Western Digital saw heavy trading in both stock and options yesterday ahead of its earnings report after the market closes today.
IBM and Google reported earnings that beat analysts’ forecasts on Thursday. But should investors buy them? Analysts Robert Cihra and Clayton Moran shared their insights.
Intel's earnings results have set the state for the next leg of the chip rally, said Craig Berger, senior technology analyst at FBR Capital Markets — but he says investors can do better.
Options traders apparently think that Western Digital is headed lower. OptionMonster's tracking systems detected heavy activity in the July 22.50 puts, which changed hands for $0.60 to $0.90 Tuesday morning.
NOT SEEN ON T.V.: David Pogue of the New York Times takes us behind the personal computing phenomenon.
Intel is hosting a 2-day analyst/investor conference. What can investors expect from the chip maker? Doug Freedman, Broadpoint AmTech senior semiconductor analyst, offered CNBC his outlook for Intel and the industry in general.
Technology shares such as Japan's Elpida Memory and South Korea's LG Display have been on a rally. But what comes first — the D-Ram chip or the flat panel screen? The Nasdaq and the TAIEX (Taiwan Index) give the answer to this question.
Seagate Technology climbed as much as 11 percent Tuesday after unveiling a new product line, but options movement suggested traders are expecting more upside.
While guidance from financials is generally downbeat again, there are a few outliers reporting good results outside of the banks.
Intel reported earnings that fell precipitously from last year but matched Wall Street forecasts, the chip maker tempered its outlook for the current quarter.
Among computer geeks of a certain age Microsoft has long been synonymous with the word evil. I think that's giving the brass at Microsoft a little too much credit. To me, they're just clueless. Steve Ballmer should just go ahead and fire everyone over the age of, say, 35, and let people who really understand how computers are used run the show.
CES will be something of a preview of what’s to come for the consumer electronics industry this year. Less will have to be more, as revenue and investment shrink while buyers and profits become scarce.
Apple Chief Executive Steve Jobs said a hormone imbalance is behind the weight loss that has prompted rumors about his health.
Cisco Systems, the dominant provider of the digital pipes that run the Internet, is making a big play in digital entertainment, the New York Times reports.
For several components of the tech sector, Wall Street analysts believe 2009 will be a year of transition. The first half will be painful, the second half slightly better, but the real recovery won’t occur until 2010.Here's the outlook for four key sectors.
It's time for a minor mea culpa. On last night's show Jim talked about the lack of pin action off of Hewlett-Packard's positive earnings preannouncement. We concluded that good news for Hewlett-Packard couldn't be extrapolated to the rest of tech because we'd heard so much bad news and so many negative forecasts, for example from Intel spacer. Then I, like a doofus, went and wrote a post about pin action, or more specifically the lack thereof.
Dell reported earnings that declined 5 percent but easily exceeded expectations, sending its shares higher in late trading.
As Cliff Mason noted earlier today, Cramer likes to talk about "pin action" a lot -- the effect that one company's good fortune usually has on other, related companies (parts manufacturers, for example). The key word, however, is "usually." In the disastrous market we have these days, you can't even depend on this pin action any more.
Cramer's prediction yesterday that tech hasn't seen bottom yet and was due for more beating came true today, with most big tech names ending lower. One of the most beaten-down of these companies was AMD. Still, even with the dismal tech sector in the dismal overall market, there's still money to be made IF you're willing to speculate on battered stocks like -- you got it -- AMD. But "battered" doesn't even do this company justice: it's down 67% for the year and had another bloody session today.