NVIDIA Corporation (NVDA)

Plus, it may be early to call it a worry, but keep a good eye out for inflation.

Both Apple and Tesla are chopping shares into pieces, which will let individual investors have a shot at buying them.

A key indicator signals that a period of sideways price action is likely to continue for a bit in the stock of the provider of 5G wireless hardware.

Investing isn't brain surgery: Keep a portfolio that's diversified with these qualities, and it will pay off on days like this.

While many tech companies topped their Q2 sales and earnings estimates, some made it clear that they're not out of the woods yet.

Instead of scratching your head and saying the market defies logic, look to the Cramer Covid-19 Index.

Plus, Russia could provide a real-time clinical trial of a coronavirus vaccine.

The GPU giant could see value in ARM's large mobile footprint and budding server CPU efforts. But a deal would also present some challenges.

FATMAANN names are leading to the downside, but small-caps and value are outperforming.

The delayed arrival of CPUs relying on Intel's 7nm manufacturing process node stands to make things easier for AMD in 2022 -- and perhaps longer.

Earnings reports continue to outperform, but can this support equity markets at these levels now?

Financial markets have been warped by policy, which has severed price discovery from underlying economic performance.performance. Know where the exit doors are along the way.

Here's a better way to play things.

MU's cloud integration and migration to the cloud remains a main business theme driving capital expenditure on the data center.

I wouldn't get out of NVDA. No way. I would consider taking some profit off of the table up here.

Are equity markets still in a confirmed uptrend? It depends on which index you look at.

Marty Zweig's dictums: 'Don't fight the Fed and don't fight the tape.'

AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.

With more ways to differentiate processors, chip markets are fragmenting and R&D activity is growing.

Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.

You buy stocks of secular growers, the ones that have particular engines developed by themselves that allow them to fly into headwinds without a problem.

Let's look at what's responsible for the incredible rally in the Nasdaq, because it's much more indicative of what's really going on in this market than the endless run in hospitality and travel.

Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.

I'll be taking at least a third of my long off ahead of the numbers this afternoon.

Profit-taking and rotation could be hurting NVDA, so play carefully to prevent this winner from becoming a loser.

So what's the narrative? Simple: the recession is ending, it turned out to be a V recession and recovery after all.

Splunk, Palo Alto Networks, and Nvidia thrive when so many others are faltering.