Broadcom Inc. (AVGO)

Qualcomm's shares moved lower after it forecast strong growth for a chip business that will benefit from 5G adoption, but offered a more measured growth outlook for its patent-licensing business.

Everywhere I go I hear the smart money is betting on a recession, that earnings will be down, but every day something contradicts these bears.

The mobile chip and patent-licensing giant delivered better-than-feared results and guidance, and talked up 5G's expected impact on its chip business next year.

Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.

In the market cap bracket between $5 billion and $100 billion sit some of the most egregiously overvalued, economically inefficient bubble stocks in this peaking market.

It's all because some stocks are more powerful than others and the aberrations are to the downside. Not the upside.

The chip manufacturing giant issued strong Q4 sales guidance, offered upbeat remarks about 2020 5G phone demand and hiked its capital spending budget.

RMPIA is up 20.9% in the first nine months of 2019.

STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.

So many companies -- like Netflix, Facebook and Johnson & Johnson -- are not trading on earnings per share, but on factors that are nearly impossible to quantify.

The networking giant was reportedly willing to pay much more than $7 billion for infrastructure and app monitoring software firm Datadog, which delivered a strong IPO on Thursday.

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It's all about consistent cash flow. Annuity anyone?

Their fiscal third quarter earnings results gave investors reason to pause.

A trade deal still seems far away, so check your China exposure, again, as earnings season approaches.

The bond market is running the show? The answer would be... as much if not more than anything else... again.

Gains in Amgen, CVS, and others helped offset declines in other stocks, as the RMPIA rose over the last two months to 0.6%, handily beating all the major domestic stock market averages.

In areas ranging from operating systems to mobile processors to CPU core designs, the Chinese tech giant is looking for replacements to U.S.-developed tech.

Outlining Okta's earnings prospects on Wednesday is a tale of tempting TAM and troublesome valuation.

Let's dig deeper to see if we can handicap the direction of the expected breakout.

As is the case with CA, Broadcom wants to significantly cut the spending of Symantec's enterprise security unit and streamline its offerings. But the unit faces a tougher competitive environment than CA's core mainframe software business.

Though it would likely take a while for Apple to begin using its own 5G modem, doing so could yield major cost savings and also carry other benefits.

The chip manufacturing giant issued upbeat Q3 sales guidance and forecast this year's capital spending will be at the high end of a prior guidance range.

Let's review the charts and indicators to see how they look after the company's 'on and off company acquisition news'.

It's possible that disgruntled Symantec shareholders could make the company return to the negotiating table with Broadcom. But if that doesn't happen, there are other targets that Broadcom might pursue.

A unique stock, AVGO offers a dividend yield of nearly 4%, making it among the highest yielding in tech.

Broadcom's success to date at making its $18.9 billion acquisition of CA Technologies work provides reason to think a Symantec acquisition could also pay off. But there are differences between Symantec and CA.