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You can't start a discussion about the issue, though, without going right to the most impacted stock on earth: Apple.
Wednesday morning, it is the best of worlds and the worst of worlds! The best: Target The worst: Toll Brothers , Urban Outfitters , Qualcomm and Lowe's I am adding further to my short Index position in premarket for many of the reasons mentioned in ...
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.
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.
It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.
It's ironic. Had the Chinese let Facebook, Amazon, Netflix and Alphabet in, there could have been some massive retaliation for Huawei. But they never did.
Nvidia still needs China's approval for the buyout of Mellanox.
Until we see the stock acting independently from the market, what Apple does may not matter.
A trade deal will likely emerge but it's not going to be easy and the market is going to be volatile while it awaits.
Microchip is selling off after providing fresh evidence that trade tensions continue weighing on Chinese demand. Qorvo is rallying after issuing strong guidance on account of share gains and 5G network rollouts.
The tech giant showed off new Google Search and Assistant features at its annual developer conference, as well as cheaper Pixel phones and a new smart display.
Nvidia's biggest acquisition is in the hands of Chinese regulators at an inopportune time.
How big is the trouble for semis in China?
It is interesting to consider that Chinese stocks have been hit substantially harder on this trade news than U.S. stocks.
But better prices, I believe, lay ahead. Why not be ready for them with some fresh cash to do some buying?
The Apple settlement and technology shifts are the real story for Qualcomm investors.