Mellanox Technologies, Ltd. (MLNX)

Should U.S. regulators block the Cypress/Infineon deal on national security grounds, China could respond by blocking M&A transactions involving U.S. acquirers.

The firm's forward guidance is both positive and thoughtful.

There are two overt threats to market health and by extension to U.S. economic growth.

Confirming recent reports, Intel said on Monday that it has spent about $2 billion to buy AI accelerator startup Habana Labs.

There's still some value to be found in the sector. But a lot of the easy money has definitely been made.

It's a too true to be good moment. We need a shakeout. That should get the market where it has to go.

We're seeing lots of companies snapping up their peers, and the market is applauding.

Cloud demand trends, gaming GPU sales and Mellanox deal commentary are among the things to watch as Nvidia reports.

If your goal is to ratchet up trade tension? There couldn't been a better moment, hence one of the worst moments for the stock market since the trade battle began.

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.

But whether the Chinese will make concessions will remains to be seen. So far, they have not given an inch, and they have the most to lose.

Nvidia's second-quarter profits were well below its year-ago earnings but were nicely ahead of analyst expectations.

These top picks rose between 22% and 55% in the first half of 2019.

A subset of tech is expensive, as well as tech IPOs, but the majority of sectors are far from overvalued.

Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?

There still appears to be plenty of interest among chip developers in further consolidation, and the easing of export restrictions on Huawei might make them less worried about Chinese regulators.

Assuming that enough of you are either long NVDA, or at least have an interest in the name, let's take a look under the hood, and make a more determined decision here.

Talks between Washington and Beijing unlikely to end tariffs, but what would be worse? If the Fed chief dropped his guard on a single tweet.

You can't start a discussion about the issue, though, without going right to the most impacted stock on earth: Apple.

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.

Overall, there is nothing about the earnings report that makes me want to scream 'buy the stock'.

Nvidia still needs China's approval for the buyout of Mellanox.

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

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

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

With Nvidia's needs addressed, the stock is set to surge.

Consolidation is driving growth in the semis, but tech-led strength is never a bad thing.