KLA Corporation (KLAC)

Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.

Are traders and investors confused? Possibly. Was that the intent? No, but I think Jerome Powell is fine with that.

Just as fears of Fed tightening and a trade war created buying opportunities in tech and elsewhere in late 2018, arguably overblown fears about the Delta variant's economic impact are creating opportunities now.

Peak says sell now or forever hold your peace because you can only go down from here.

Let's look at the many positive story lines out there -- which having nothing to do with the Fed -- and what they mean for investors.

Here comes the beginning of the end for digital assets meant to act as currency outside of national or global money supplies.

Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.

The president's plans to raise taxes aren't a surprise, but hiking the capital gains rate significantly isn't such a hot idea.

When you hear about chip shortage you need to think of Lam. The world needs Lam to add to capacity as fast as possible.

These seven concerns are why I took money out of the market for my charitable trust.

Plus, a look at the technical setup of KLA Corp.

MU doesn't expect to be able to meet industry demand for either Dram or NAND memory through calendar year 2021.

It might be too difficult for Jay Powell NOT to raise rates now that the Great Reopening is upon us.

The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.

Let's hope for Intel's sake that CEO Pat Gelsinger has a successful homecoming.

Plus, semiconductor equipment manufacturers heat up while stock market volume isn't what it seems.

Keep your eyes open and beat the arrogant, self-interested profiteers who want to make money off you by making this more complex than it really is.

We can do it because it's just so good for so many people, states, companies, and the U.S.

Right off the top, the bubble has burst for the 'short squeeze' names such as GameStop and AMC Entertainment.

Plus, a look at the unusual chart pattern of Chegg Inc. and what it may mean.

While expected demand from clients such as Apple and AMD is also probably motivating TSMC to invest more, the size of its 2021 capex budget suggests other factors are also at play.

Buy the best and leave the rest to those who don't know better.

Plus, the rising possibility that the Senate may not remain in Republican control should give investors pause.

The most important market takeaway right now is that both the Nasdaq Composite and S&P 500 have filled their respective gaps and retaken their 50-day simple moving averages.

Applied Materials and KLA Corp. serve as real-world examples of how and why to go short one stock and long another in the same sector.

The 'work from home' or 'economic lockdown' trade is close to being back on.

Plus, reading tea leaves in the recent action in Apple and Salesforce.com.