Given the sidestepping of trade restrictions for the European chipmakers, they could be poised to fill the void left by larger U.S. competitors that have long been dominant in the region.
It seems the market has not learned its lesson.
IPO investors might want to cash out on the big gains they've made on Luckin Coffee, the biggest listing of a Chinese company this year. Others shouldn't get in.
The removal of China's biggest telecoms company from semiconductor customer ledgers is leading Qualcomm stock lower.
It is a tough market environment right now, but if you are positioned with a good supply of cash then you can be optimistic about finding good opportunities.
The elites may not realize it but President Trump is trying to develop a coalition of the willing to stand up to China.
Overall, there is nothing about the earnings report that makes me want to scream 'buy the stock'.
One thing going for Deere is honesty. CEO Samuel Allen spoke on Friday morning...read what he said.
Any new money I am putting into the market on dips is being done via buy-write option orders.
If these are going to define the day then we really are in silly land.