NVIDIA Corp. (NVDA)

By launching a low-cost Xbox, Microsoft could grow the number of Xbox users it can monetize via game sales and an expanding array of services. AMD could also benefit.

During a Tuesday keynote at the annual AWS re:Invent conference, Amazon emphasized the breadth of its AWS service lineup, as well as its investments in custom chips.

Though it has been working to commercialize a pair of AI accelerators, the chip giant is reportedly in talks to buy AI chip startup Habana Labs.

Does it tick the President off that it appears the Chinese would rather not give up in writing any unfair advantages in global trade that they have enjoyed for decades this close to a national election in the U.S.? Of course.

Having a bad game does not mean you quit forever. It just means it is time to regroup and rethink strategy.

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

I do expect there to be some early to mid-December profit taking. But to get from here to year end without hitting some mid-month turbulence would be a pleasant surprise.

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

Behind-the-scenes companies like Salesforce.com, Square, Nvidia, Okta, and PagerDuty are leading the Nasdaq, and you must understand them to know what you're getting into.

Here's how to play the chipmaker now.

Let's review the charts of AMD.

Companies that want to survive in this world need better tech -- tech that individualizes, tech that tells the story, tech that keeps it current, tech that keeps customers happy.

During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.

Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.

I believe that right now, Nvidia is fortunate to be very strong in a business that is consumer-centric, but business spending will return in size at some point.

What is most notable about this market action is that it never seems to fully discount the optimism about a China trade deal.

The chipmaker's charts indicate buyers of its shares were more aggressive going into the earnings it reported Thursday.

CEO Jensen Huang has built a better mousetrap. Or mousetraps.

The market has not had a dip that has lasted longer than an hour in nearly six weeks.

Headline blur. What channel to watch? Who to listen to in real time? How to trade it? Should you trade it? Is anyone even trading anything?

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

Our latest trading strategy for the chipmaker's shares.

Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.

AMD delivered another quarter of strong growth for its PC and server CPU businesses. However, weak game console demand ahead of next year's console launches is a near-term headwind.

The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.

Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.