NVIDIA Corp. (NVDA)

I have long been enamored with Lisa Su as a Chief Executive.

RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.

RealMoney's Eric Jhonsa offers some predictions for what the tech world will witness in the new year.

It seemed to happen overnight. People watched. People listened. People cared. About what? Individual stocks.

During a talk with TheStreet following Micron's latest earnings report, CEO Sanjay Mehrotra expressed optimism that DRAM industry conditions will gradually improve over the course of 2020, following a rough 2019.

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

Don't miss big moves in 2020, focus on how stocks can go up, especially big names that are beaten down.

RealMoney's Eric Jhonsa reviews which of his 2019 tech predictions did and didn't pan out.

This is a market that thrives on certainty. We got it Friday.

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

The GPU giant remains upbeat about cloud demand, and downplays the impact of Intel CPU shortages on its gaming GPU sales.

If TSMC makes good on its latest promise, it could hold onto its recently-won chip manufacturing lead for some time.

The mobile chip giant just unveiled a new flagship mobile processor, along with several other products.

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.

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.