Qorvo Inc. (QRVO)

The radio frequency system technology company is expected to gain on 5G.

Qualcomm is pleased with how Chinese 5G phone sales are trending, while TI is cautious about how customer orders might trend in the near-term.

As Treasury heads for longer-dated issuance and names like PTON run higher on earnings, selloffs late in the trading day continue.

Two major Chinese carriers have reported strong 5G subscriber growth this week. That could be a silver lining for mobile chip suppliers during a tough time.

Where to invest as China restarts that economy?

Amid a flood of corporate warnings over the coronavirus, all the major stock market indexes finished last month down 6.4% to 10.1%.

A wide variety of tech companies are likely to see their March-quarter sales hurt by the coronavirus outbreak's impact on Chinese demand and/or manufacturing.

At least days like today, when we're told the coronavirus has 'peaked,' show us exactly where the coiled springs really are.

There is no political will on either side of the aisle to address ever expanding deficits.

It may not be too late to take part in the positive market action on semiconductor stocks, but be cautious. Here is how things stand.

Think about where Amazon went from $76. That's where one of these favorites could go.

As the Commerce Department drafts new Huawei export restrictions, some of its U.S. chip suppliers are better-positioned than others to limit the damage.

MagnaChip Semiconductor and Ichor Holdings have joined the ranks of industry firms to announce that their Q4 sales were better than previously expected.

What if a stock is being propelled by actual events or changes?

I am simply respectful of the power of hope melded with the strength of so many parts of technology and I want to buy, not sell, these stocks when they get hammered.

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

We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.

Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.

5G is a technological tipping point and these stocks are well-positioned to benefit.

Qorvo topped my scans and all cylinders are firing on Freshpet.

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.

We're seeing lots of companies snapping up their peers, and the market is applauding.

Qualcomm's shares moved lower after it forecast strong growth for a chip business that will benefit from 5G adoption, but offered a more measured growth outlook for its patent-licensing business.

Let's see if the charts are overbought or if there is still room to run.