Mellanox Technologies Ltd. (MLNX)

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.

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

Backed by favorable Prime sign-up and renewal data, the e-commerce and cloud giant is betting on everything from Yankees broadcast rights to a costly Lord of the Rings series.

Rallies on a sentiment switch are often among the best.

A short-term bounce is likely, but overhead resistance is now much stronger thanks to last week's selloff.

The electric car maker's latest production goals for the Model 3, Model Y and Semi truck differ considerably from prior goals.

A potential buyout of Mellanox Technologies would benefit Xilinx significantly over the next five years.

A quantitative upgrade to 'buy' and strong charts and indicators is a good sign for MLNX.

Here are updates on Roku, Quorum Health, Xcerra and Mellanox Technologies.

Assessing hits and misses in the last month.

The prudent move is to ring the register and sell off half the position.