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How will Chinese demand for goods and services as well as dramatically reduced Chinese production impact U.S. corporate performance?
Chip suppliers and others are benefiting as smartphone camera counts rise and camera penetration rates grow in other markets.
While chip stocks are now pricing in a lot of optimism, the latest headlines aren't exactly giving bulls cold feet.
These three companies sport reasonable valuations in light of their growth opportunities and competitive strengths.
There's still some value to be found in the sector. But a lot of the easy money has definitely been made.
During a talk with TheStreet, Cree CEO Gregg Lowe shared plenty of details about the growth opportunities in front of his firm's Wolfspeed power semiconductor and materials unit.
At a time when many quality tech companies are staring at huge 2019 gains, spotting good deals takes a bit of effort. But it's by no means impossible.
Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.
Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.
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.
Analog chip suppliers, optical component firms and chip equipment makers could be among the firms that see M&A interest if trade tensions continue to ease.
As chip stocks gain nearly across the board following numbers from Micron that weren't exactly stellar, it's worth remembering how low valuations for many names had gotten.
Cypress CEO Hassane El-Khoury says he's "cautiously optimistic" chip industry conditions will continue to improve. He also suggests Cypress remains on the lookout for potential acquisitions.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
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.
The chip stock surge at the week's end shines a light on just how pessimistic some investors had been as earnings multiples fell to rock-bottom levels last year.
The chipmaker, which has strong exposure to Chinese manufacturers, partly blamed trade worries for its soft guidance.
These names are showing technical characteristics of either bullish or bearish reversal patterns.
The iPhone 8's reported inclusion of several new technologies is expected to yield changes in Apple's supplier mix.
The proposed combination likely will draw increased attention to the obliteration of traditional retail jobs that Amazon is leaving in its wake.
* Amazon is a change agent. The retail landscape continues to undergo change, and with it will come lower retail industry sales, profits and margins. * Does Amazon create value through its distribution channel or does it destroy jobs? Concerns likel...
High-flying chip stocks sold off this week amid a spate of negative headlines. But for the most part, industry conditions are still healthy.
Consolidation, strong memory prices and healthy demand from several end-markets continue driving industry profits higher. Some good news is clearly priced in, but maybe not all of it.
Intel's $15.3 billion purchase of Mobileye could just be the beginning
More than three-quarters of the companies in the S&P 500 have reported results, and 66% have exceeded expectations.
Industry consolidation has yielded favorable pricing environments for many kinds of chips. Together with good conditions in some big end-markets, the stage is set for a strong 2017.
Holding an above-average cash position after peeling profits off the table into the most recent rally.