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The networking giant reported another quarter of large hardware revenue declines, but did suggest demand is improving.
Changing the business practices that have been criticized by Chinese antitrust regulators might not carry a massive financial hit, and past selloffs on regulation fears proved to be buying opportunities.
This week's earnings reports and calls brought positive disclosures about online video and payments trends, and more mixed disclosures about online travel.
Markets seem to be betting that divided government will keep much of the policy and interest rate status quo intact for tech. But valuations are still high, and there are other risks out there.
Following Apple's earnings report -- and ahead of Qualcomm and Qorvo's reports -- three mobile chip suppliers forecast strong Q4 demand.
Based on what has been disclosed and reported to date, Intel seems to be dealing with some difficult technical tradeoffs as it launches 10nm PC and server CPUs.
While Intel stumbled, other major chip developers and manufacturers have been generally upbeat amid strong end-market demand. And M&A activity is on the upswing again.
E-commerce advertising remains strong, and it looks like brand ad spend rebounded sharply as Q3 progressed.