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The bond market is running the show? The answer would be... as much if not more than anything else... again.
Apple still offers what consumers want, and has an immense, nearly captive client base to which its wares can be marketed.
It's not deja vu as tariffs are taking Apple stock down once more, though analysts are eager to see the company's iPhone 11 line.
Huawei and the U.S.-China Trade Wars continue to weigh on many tech companies with Marvell being no exception.
Marvell isn't a quarter-to-quarter story and analysts are advising investors to treat it with longer-term targets in mind.
Samsung and Western Digital both suggest memory demand is improving following a very rough first half of the year. And Lam Research's outlook suggests industry supply growth is falling sharply.
Advanced Micro Devices's aim for a second half rebound is coming into question.
Japan has cut off supplies of three key chemicals to South Korea, hitting the memory-chip and screen-making industries. The roots of the spat go way back.
We're seeing a similar story to Micron play out although Samsung seems a few months behind in the cycle.
Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?
Micron is motivating more positive outlook on the semiconductor sector's road ahead.
Tesla's tight battery supply could be accelerating the need for a new solution.
Comments from China, Mexico and the Fed led the way.
It's heavy industry and electronics that have suffered the most from the tariffs now in place on Chinese goods.
Though the Korean tech and electronics giant is facing its share of challenges, it did report seeing strong Galaxy S10 sales and forecast memory demand will improve in the coming months.
Qualcomm's deal with Apple has removed the smartphone ceiling for the stock.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
Monday was a demonstration of pretty much everything analysts can throw at stocks to get you out while the getting is still good.
Google will now show full search results -- including search ads -- when handling certain Google Assistant queries on Android devices.
The competitive advantage of Samsung as Apple hits delays is a key thesis for those selecting the stock.
Samsung is setting yet another bearish standard for semis and smartphones in the first half of 2019.
The videoconferencing software firm recorded triple-digit growth during its last fiscal year, and it still has a lot of room to grow its sales at Fortune 500-type firms.
The online ad firm has seen strong growth in a U.S. market where Google, Facebook and Amazon loom large. And it's now entering China.
Apple hasn't answered all of its critics after Monday's presentation.
While it is in the best interests of all producers to cut the supply glut for prices, that's not always the way things shake out.
A well-connected analyst just raised his 2019 estimates for Samsung's flagship phone line, citing better-than-expected demand in China and elsewhere.
Samsung's latest flagship phones contain meaningful hardware improvements, and reviews have been pretty good. They're unlikely to be smash hits, but demand could be better than feared.