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Cisco FYQ4 on Tap: Arista, Juniper Competition, Enterprise Slowing in Focus

Cisco's due to report fiscal Q4 results this afternoon, and analysts see challenges that include slowing of spending by enterprise customers and rising competition in switching technology from Arista and Juniper.

Apple Gives Up on Fingerprint ID Built Into ‘iPhone 8? Display, Says Susquehanna

Apple's next iPhone, presumably the "iPhone 8," won't feature what some had thought would be a touch-sensor for fingerprints built underneath the cover glass of its screen, according to Susquehanna analyst Mehdi Hosseini, who writes that Apple's had to ditch that feature because of problems with its "controller" chip for the screen.

Personal finance links: idiotic trades

Wednesday is all about personal finance here at Abnormal Returns. You can check out last week’s links including a look at why...

Workday CTO Swete Corrects Larry Ellison, Talks New Software Frontiers

Workday's chief technology officer, Stan Swete, rebuts confusion about the company's software prompted by remarks by Oracle chairman Larry Ellison, and offers broad thoughts on the future of software technology.

Viavi Slips: Initial Payoff From Apple’s ’3-D Sensing’ Muted, Say Bull and Bear

Viavi Solutions, the maker of fiber-optic filters, will make less money off Apple's "iPhone X" initially, given prices for its parts will be lower than expected, say both bull and bear. But it's place in 3-D sensing broadly speaking seems more certain than ever, they add.

Viavi Slips: ’3-D Sensing’ Revenue Tilted Toward Back Half of Year

Rumored Apple iPhone supplier Viavi Solutions missed with its outlook for this quarter, saying revenue from newer "3-D Sensing" applications of optical filters will be tilted toward the latter part of its fiscal year, which may have to do with rumored delays in ramping the next iPhone.

8 Brutally Honest Truths You Need To Hear If You Want To Get Your Portfolio Together

My latest post for Alpha Baskets is posted and includes the following; Blaming only makes you weaker Blaming others for investing mistakes is a huge and a common behavioral flaw. You’ve read it here at least a hundred times; the market goes up most of the time, occasionally it goes down a lot and scares […]

Guesstimates on August 16, 2017

September S&P E-mini Futures : The ES is headed for its August 8 top at 2488.50 as a prelude to a swing which will carry it above the 2500 level. Volatility is coming down again and consequently I think the ES will reach the 2530-2580 zone within the next few months. Show More Summary

UK labour market report scores for MPC hawks

UK inflation and labour market data support the case for an early rise in interest rates, in the judgement here.Headline and core consumer price inflation were unchanged at 2.6% and 2.4% respectively in July, against expectations of rises to 2.7% and 2.5%. Show More Summary

LPL Financial Rides Higher on New Acquisition

LPL Financial Holdings paid a 'reasonable price' to acquire National Planning Holdings from Jackson National Life Insurance, says a William Blair analyst. But does the acquisition make strategic sense?

Chinese money trends suggesting economic resilence

A softening of Chinese economic activity data in July probably reflects pay-back for strong June results, as well as disruption from high temperatures / drought in parts of the country. Monetary trends suggest that economic growth will...Show More Summary

The Blueprint for Successful Dividend Investing

This is a guest post by Nick McCullum from Sure Dividend. Sure Dividend uses The 8 Rules of Dividend Investing to systematically identify and rank high-quality dividend growth stocks suitable for long-term investment. Dividend growth investing is one of the most straightforward and powerful ways to build long-term wealth. Show More Summary

SumZero Challenge: Calling all Sidelined ‘Alpha Generators’

SumZero kicks off its second annual Gardening Leave Challenge to connect stockpickers with firms looking for fresh talent and ideas.

ETF Topper: Brazil Stocks Rally

The iShares MSCI Brazil Index rose more than 1% on Tuesday helped by better-than-expected June retail sales.

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