Cisco Systems Inc. (CSCO)

Many quality companies that fit into the socially responsible investing camp offer direct-purchase plans, allowing investors an easy way to build an SRI portfolio.

A look at recent years' multiple expansion in three of the biggest name companies will point out that they're more expensive now than over the past 10 to 20 years.

Wall Street is richly rewarding software firms it sees as long-term share-gainers within large addressable markets.

A planned infrastructure bill reportedly includes some funds for 5G and rural broadband spending, while another bill seeks to boost U.S. chip manufacturing capex.

Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.

Let's look at what's responsible for the incredible rally in the Nasdaq, because it's much more indicative of what's really going on in this market than the endless run in hospitality and travel.

Profit from 'the changing of the guard' by seeing where things are going, not where they are right now.

Limited switching costs and competition from deep-pocketed tech giants haven't stopped Zoom from significantly outpacing rivals.

Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.

Apple, Qualcomm, Cisco and Boeing are all named in the firing line as China prepares defenses against U.S. Commerce Department attack.

Telcos and cable companies appear to be stepping up their capital spending as COVID-19 lockdowns lead network traffic to spike.

This name is not a trader but it could certainly be a long-term, constructive investment in the next normal.

Let's review the charts and indicators.

Tuesday's heavy selling into the close may be the sell signal that traders have been waiting for. Regardless, ensure you are managing risk tightly as volatility increases.

The direction of the market in the coming weeks will hinge in part on progress in reopening the U.S. and European economies.

The bullish reversal pattern is appearing not just in single names, but also in whole sectors.

There are some big differences between where tech stocks stand today and where they stood in the summer of 2000. But there is arguably one notable similarity.

IT giants are leaning on their balance sheets to convince reluctant customers to make new purchases.

In their own ways, enterprise hardware and software demand are coming under pressure, as is chip demand in some end-markets.

Over the past month, 3 sectors have revealed themselves as market leaders: Technology, Healthcare and Consumer Staples.

I think their sales are sustainable in part because we are scared to go to the supermarket but we know we have to because we can't go out much.

This is a little bit of a 'look what we are all using,' without much of a 'what's their business model?'

Amid this crisis, we've changed our lifestyles and habits in ways likely to stay, even after the smoke clears.

Now the one thing you need to worry about with MSFT, as you have to do with all of the techies, is the GDP.

It's a paradigm shift that all started with Zoom and Cisco's Webex.

The Holy Grail right now are the few companies thriving and that will keep going after this is over, but there are others who will rebound and some who will not.