NVIDIA Corp. (NVDA)

Let's hope the blacklisting of eight companies supplying surveillance equipment to the Chinese state is not just another chip on the U.S.-China trade negotiating table.

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.

The lack of accurate predictability across all of these metrics is why a certain level of diversification is always necessary.

So many companies -- like Netflix, Facebook and Johnson & Johnson -- are not trading on earnings per share, but on factors that are nearly impossible to quantify.

As cloud giants digest some of their past investments in hardware and chips, they're still investing heavily in growing their data center capacity. That's ultimately a positive for data center REITs and chip suppliers with cloud exposure.

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.

Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.

Marvell brushed off a light quarterly outlook, while Workday slumped in spite of raising its guidance. Valuations are a factor, but so are long-term expectations.

Though gaining significant share from Nvidia in the lucrative and fast-growing AI training accelerator market might prove easier said than done, a slew of companies are making big bets in this space.

Remember, shorts are great fuel for exaggerated moves.

NVDA may be back in the game, but they aren't the star again. At least not yet.

Nvidia is recovering well on Friday, but it may yet be in need of more help before climbing back to its 2018 heights.

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

Let's see what the charts look like.

Stocks to buy on this volatile global macro environment, and what needs to change to avoid a recession.

The largest impediment to success for firms like TLRY -- which is expected to report a 27 cent loss per share Tuesday night -- remains federal legalization of marijuana across the U.S.

Investments by major enterprise software firms in AI/machine learning features are growing considerably. Chip developers and cloud service providers that make a lot of these investments possibly stand to benefit.

While it's understandable that AMD's guidance has sparked profit-taking after a big run-up, the company still looks poised to strongly grow its CPU and GPU sales in various end-markets.

Blaming China woes for the slip, some advise growth ahead for Advanced Micro Devices.

From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.

The fact that the stock's running could be because CEO Bob Swann called the bottom in data center spend.