Eric Jhonsa

The current memory up-cycle still has a ways to go. And with Micron’s stock having tread water for several months, its risk/reward looks compelling.

TheStreet.com Founder Jim Cramer gives his views on such companies as AMD, Bed Bath & Beyond, and American Eagle Outfitters.

Plug Power wavered after Canaccord Genuity downgraded the producer of hydrogen projects to hold from buy and cut its price target.

Nvidia signaled that it expects very strong second-half server GPU demand, while Salesforce was eager to talk about the long-term impact of remote work on its business.

There are still reasons to be optimistic about the long-term adoption of Bitcoin, Ethereum and certain other cryptos. But the selloff following a leverage-fueled speculative mania like the one we just saw rarely ends quickly.

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AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.

RealMoney’s Eric Jhonsa breaks down AMD’s first-quarter earnings report and call with analysts.

AMD CEO Lisa Su said the group’s improved near-term revenue forecasts were linked to “increasing adoption of our high-performance computing products and expanding customer relationships.”

RealMoney’s Eric Jhonsa breaks down Tesla’s first-quarter earnings report and call with analysts.

Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.

Netflix kicks off tech earnings season with its first-quarter earnings report on Tuesday after the close.

Though the chip manufacturing giant is lower post-earnings, there’s a lot to like about its revenue and capex guidance, as well as other commentary it shared.

The selloff in speculative tech names likely has further to go. But other tech names could still do well as markets rotate.

The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.

Semiconductor stocks surged Tuesday. See buy or sell recommendations for Nvidia, AMD, Qualcomm, Broadcom, Taiwan Semiconductor and more.

While chip stocks have outperformed in recent months, some still look intriguing as tech stocks in general sell off this week.

Real Money’s Eric Jhonsa breaks down Nvidia’s January quarter earnings report and call with analysts.

High valuations, margin debt and the ARK effect could lead to more pain for some names. But the selloff could also create buying opportunities in other tech companies.

One possible outcome: The party ends relatively soon for some of the more speculative names, while other high-multiple stocks remain strong until inflation and the Fed become issues.