Broadcom Inc. (AVGO)

CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.

It's ironic. Had the Chinese let Facebook, Amazon, Netflix and Alphabet in, there could have been some massive retaliation for Huawei. But they never did.

Microchip is selling off after providing fresh evidence that trade tensions continue weighing on Chinese demand. Qorvo is rallying after issuing strong guidance on account of share gains and 5G network rollouts.

Nvidia's biggest acquisition is in the hands of Chinese regulators at an inopportune time.

Elliott Management thinks SAP can significantly grow its EPS with the help of cost cuts and buybacks. A comparison of SAP's margin profile with Oracle and Microsoft's suggests it's right.

At a time when chip stocks have done much to price in a second-half recovery, TSMC avoided doing anything to spoil the fun.

Chip stocks have been among the best performers this year, but Taiwan Semi has been lagging some of the top names.

Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.

I would expect some tough sledding over the next day or two ahead of Wednesday's FOMC policy meeting.

Big salaries demand big returns. Has Hock Tan delivered?

AVGO has a place in a portfolio as a balance for aggressive portfolios or work as the higher end risk entry in a low to moderate risk portfolio.

Is the semi space in for another round of M&A?

NXPI has its hands in two of the strongest growth sectors of tech in terms of usage and need for innovation.

But most important, networking is on fire - the internet of things and that's so terrific for everyone.

Of course everything is not all gummy bears and sunflowers. I am an old fashioned balance sheet kind of investor.

Analysts are raising their price targets for the semiconductor giant based on its positive outlook.

Is there a chance we are looking at a longer-term top formation?

This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.

At least those among you who still choose to take a flyer on Boeing will do so better informed.

It signals the glut in chips may be done with, which is good news for most of the semiconductor names.

There are myriad ways to play what many consider a revolution in telecommunications.

A well-connected analyst just raised his 2019 estimates for Samsung's flagship phone line, citing better-than-expected demand in China and elsewhere.

Samsung's latest flagship phones contain meaningful hardware improvements, and reviews have been pretty good. They're unlikely to be smash hits, but demand could be better than feared.

Here are a host of stocks that will benefit from a deal, and why you should pick them up on a selloff.

It's the group to buy every time you hear that trade talks might falter simply because it has much more going for it than just China or cellphones.

An $11 billion deal to buy cloud HR software firm Ultimate Software is the latest in a string of major software M&A transactions. More are likely on the way.

Are the semis right, and the bottom has been reached, or are the industrials right, and there is another leg down to come?