QUALCOMM Inc. (QCOM)

Also, I'm not sure one needs to be in Broadcom, but if one were interested, this could be the discount that one has waited for.

There are a number of RMPIA companies that will be beneficiaries of Back to School and holiday spending.

There still appears to be plenty of interest among chip developers in further consolidation, and the easing of export restrictions on Huawei might make them less worried about Chinese regulators.

Prices for the semiconductor and patent-licensing company rose Monday, but wait it out until risk lowers.

Assuming that enough of you are either long NVDA, or at least have an interest in the name, let's take a look under the hood, and make a more determined decision here.

Is this the best of all possible worlds? Is it better than expected?

Qualcomm exec Dean Brenner suggests his company sees a large opportunity to deploy 5G in unlicensed spectrum, and that 5G's technical strengths make it a better choice than Wi-Fi for certain applications.

With the help of an end-to-end technology approach, Qualcomm continues seeing strong design win activity for its RF chips within phones using its 5G modems.

Going long on the tech giant is more about health care and credit card offerings than the iPhone.

My thesis all along has been that an attempt to normalize the yield curve must be made, therefore I would choose to be proactive.

Broadcom's Huawei mess is at the heart of Trump's disregard for what happens to American businesses.

Amid May's market turbulence, the RMPIA was buoyed by the more than 4% rise from Medtronic.

The Taiwanese chip manufacturing giant has a blue-chip client list and is intent on maintaining its manufacturing technology edge. And its valuation looks reasonable.

You can't start a discussion about the issue, though, without going right to the most impacted stock on earth: Apple.

As Apple reportedly preps a consumer AR headset that could arrive next year, Google and Microsoft are launching new headsets aimed at businesses.

Is the temporary license granted for U.S. exports to Huawei part of the ongoing attempt to reach a trade deal -- or is it early stages of what might end up as a protracted cold war?

Not all semiconductor stocks are poised to experience the same headwind from Huawei.

Given the sidestepping of trade restrictions for the European chipmakers, they could be poised to fill the void left by larger U.S. competitors that have long been dominant in the region.

It seems the market has not learned its lesson.

Buying right now, without seeing the close, feels like a greater risk to bulls than sitting on your hands for a day or two.

The removal of China's biggest telecoms company from semiconductor customer ledgers is leading Qualcomm stock lower.

CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.

It is a tough market environment right now, but if you are positioned with a good supply of cash then you can be optimistic about finding good opportunities.