Sector Watch: Can Nvidia kickstart chips after weak September?

Kim Khan2020-10-04

Technology was the second-worst-performing sector last week, a surprise occurrence when the S&P (SP500) (NYSEARCA:SPY) ends the week up. The SPDR Information Technology ETF (NYSEARCA:XLK) gained 0.8% ...

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It was one of the few high flyers to avoid major damage in the September shakeout, finishing the month up more than 1%, rebounding from being down 17% from its highs. \nThe stock was the best-performing S&P tech issue in Q3, gaining 76% after announcing its $40B acquisition of SoftBank's Arm chip unit. But shares tumbled 4% on Friday.\n\nThe volatility in the past month has been good for the stock’s technicals. Shares are still comfortably above their 50-, 100- and 200-day simple moving averages, which as still upward sloping, and has recently successfully tested the 50-day.\n\nThe relative strength index is in the 50s, having been in overbought levels above 70 at the end of August.\nThis week, Nvidia has a busy calendar. The five-day Nvidia GPU Technology Conference kicks off at 9 a.m. ET Monday with a keynote talk from Founder/CEO Jensen Huang.\nAhead of the conference, Wedbush boosted its price target on Nvidia to $600 from $525 on expectations for \"an unabashedly positive presentation,\" which could include positive updates on product demand.\nOn Tuesday, at the Arm DevSummit there’s a fireside chat with Arm CEO Simon Segars and Huang, the first public discussion with the two CEOs since the deal.\n“The problems that Nvidia had with the Ampere launch and will have with the ARM acquisition can be summed up as growing pains,” Mark Hibben wrote Friday on Seeking Alpha. “Nvidia is simply unaccustomed to its new role as industry giant.”\nLooking at the broader chip sector, in the past month the iShares PHLX SOX Semiconductor Sector ETF (NASDAQ:SOXX), off 6.4%, and the VanEck Vectors Semiconductor ETF (NASDAQ:SMH), down 5.7%, have seen roughly the same performance as the SPY.\nAlso like the SPY, the SOXX and SMH are testing their 50-day SMAs, crossing above them on Monday and sitting a little more than 1% above them now.\nSee more market-moving events in Seeking Alpha’s Catalyst Watch.\n Click to subscribe to real-time analytics on SMHNow read: Nvidia: Building A Formidable ARMy »","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2072565498"}