After the Fed released minutes of its last meeting, the bond market signaled it fears the Fed will not be aggressive enough with its rate cutting.Market Insiderread more
The Fed minutes also note that "a couple" members wanted a 50 basis point cut, based primarily on the weak inflation readings.The Fedread more
Japanese manufacturing activity shrank for a fourth straight month in August as export orders fell at a sharper pace.Asia Marketsread more
Analysts generally doubt how effective the People Bank of China's latest interest rate announcement will be in significantly helping businesses grow.China Economyread more
The Washington governor had centered his campaign around climate change, calling it "the most urgent challenge of our time."Politicsread more
The inversion is seen by many veteran traders as an important recession omen, though the timing on the eventual downturn is less predictable.Bondsread more
Here's what Nordstrom reported for its fiscal second-quarter earnings.Retailread more
The sexy image that once boosted Victoria's Secret has been haunting L Brands more recently, as women are steering clear of the brand's hot pink, lacy and bejeweled lingerie.Retailread more
Ford is one of four automakers that reached a voluntary agreement with California on fuel efficiency rules, defying Trump and his administration's effort to strip the state of...Autosread more
See which stocks are posting big moves after the bell.Market Insiderread more
"I'd love to say that the optimistic universe is most likely to prevail, but the talking heads talk endlessly about how a recession is inevitable," CNBC's Jim Cramer says.Mad Money with Jim Cramerread more
Declining PC sales in recent years have spurred a long-drawn semiconductor slump, but analysts are now turning positive on the industry amid a pickup in other segments.
"We're seeing strong end-markets in automotive, strong end-markets in things like robotics and industrial automation and we're seeing particularly strong markets in communications. There's the 4G buildout in China, for example," said Clay Carter, head of international equities at Perennial Investment Partners, which has around $18 billion under management.
"Both the DRAM and NAND makers haven't ramped out capacity, so there's a nice supply and demand balance there and decent pricing," he told CNBC. He said companies he likes include some U.S., Japan and Asia plays, as well as Avago in Singapore.
(Read more: Panned new iPhones still draw die-hards at launch)
The semiconductor industry has been hit hard as the demand shift away from PCs toward smartphones and tablets. According to Nomura analyst C.W. Chung, PCs accounted for more than 80 percent of DRAM demand four years ago.
But since then, the industry has cut capital spending significantly and restructured, with the bankruptcy of Japan's computer-memory chip maker Elpida and its subsequent acquisition by U.S.-based Micron last year offering a high-profile example, Chung said.
(Read More: iPhone fingerprint scanner claimed to be hacked)
In a recent report, Chung said he expected memory chips to recover through 2014, supported by smartphone and tablet demand as well as disciplined capex. DRAM is seeing better demand from China and slower supply growth should extend a bull market into 2014, the report said.
In the NAND segment, he expects 44-51 percent demand growth over 2013-14, with product differentiation between companies increasing. He has buy calls on SK Hynix, Samsung and Toshiba.
Credit Suisse also expects firm demand and higher prices for NAND amid advance production for leading global smartphone makers in the fourth quarter and a new model cycle at China's low-end smartphone companies.
(Read More: )
Among semiconductor-equipment makers, Credit Suisse likes Tokyo Electron, Dainippon Screen Manufacturing and Hitachi Kokusai Electric and among chip companies, it remains bullish on Toshiba.