Taiwan Semiconductor Manufacturing Co. Ltd. (TSM)

Those rattles you hear on the COVID, Fed and political fronts are reasons to tread carefully in the markets.

It's the type of transition the Biden team probably would put its antitrust lawyers on to squelch, again leaving Intel with no quick fix.

Here's how the U.S. can play a critical part in defending the island from COVID -- and mainland China.

The Russell 2000 is now down not just back-to-back sessions, but six sessions in the last eight with all six of those "down" days having given up 0.9% or more.

If you are not in the market for a vehicle right now, inflation is right where the pros thought it would be.

The Biden administration must come up with a strategy to deter President Xi from pursuing his reunification plans with the island nation.

The shares have largely traded sideways since early April, but a change could be on the way.

I've been hot for the semis for a good while now because of the widely covered shortages that are creating significant pricing power.

Seasonally adjusted data, always suspect, has never meant less than now, when there really is no historical comparison -- to anything

Shares in Taiwan are suffering as the island tightens COVID restrictions; meanwhile, stocks stay strong in heavily infected India.

Let's talk about cycles and what will occur if the Fed Chair decides inflation isn't transitory and gives up the good fight to keep rates low.

AMD still looks poised to gain more CPU share in 2021 and 2022. And its gaming GPU business might be competitively stronger in 2022 than markets currently expect.

Clearly, professional portfolio managers are now positioning themselves for a changed environment.

Among other things, results revealed that quite a few firms are now facing a higher bar, and that reopenings have begun affecting consumer behavior in a number of ways.

Among other things, Intel disclosed weak server CPU sales figures and shared more details about its plans to battle TSMC and Samsung in the foundry market.

Though the chip manufacturing giant is lower post-earnings, there's a lot to like about its revenue and capex guidance, as well as other commentary it shared.

How Interesting. On Wednesday, market participants rotated out of the un-rotation that had been in vogue for most of April.

The charts of TSM are looking positive.

The chip giant is clearly thinking big under new CEO Pat Gelsinger. But a turnaround will take time to pull off.

Let's hope for Intel's sake that CEO Pat Gelsinger has a successful homecoming.

While chip stocks have outperformed in recent months, some still look intriguing as tech stocks in general sell off this week.

Cracking down on Hong Kong and outlining plans for future growth are two key items on the agenda in Beijing.

We can do it because it's just so good for so many people, states, companies, and the U.S.

Pandemic trends for work and play are driving stock gains in surprising places, most notably in Taiwan.

We may have seen a shift in ownership.

Here's the kind I like to buy -- and the vetted stocks that you can play on 'good' risk.