Texas Instruments Incorporated (TXN)

Cisco blamed its light guidance on macro headwinds. But as its own numbers show, software and security spending is holding up better than hardware spending in this environment.

Caterpillar is a prime example.

Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.

Continued speculative interest in individual stocks and small-caps kept a bid under the market most of the week.

What's been most impressive lately has been the overall improvement in the charts.

Do I want to buy equity here? I have enough exposure to the semis as whole right now.

As bulls gain rope vs. the bears, surprises such as Amazon's earnings fire off, meanwhile indicators continue to give mixed signals.

In the market cap bracket between $5 billion and $100 billion sit some of the most egregiously overvalued, economically inefficient bubble stocks in this peaking market.

A lot of investing is just waiting until the market hates good companies.

One name that investors are cheering today is label and packaging material-maker Avery Dennison.

The Defense Department's potential $10 billion award for their cloud computing contract is a never ending saga with Microsoft and Amazon as finalists.

Despite playing the industry and macro blame game on the conference call, TXN execs may have overstated the significance of those factors in the company's poor report and outlook.

The sudden drop and weak close Tuesday were not favorable despite a lack of technical damage.

There is a chance that Presidents Trump and Xi sign something when they meet up at the APEC summit this November in Santiago, Chile.

The majority of the S&P 500 stocks will report in the next two weeks. Focus on individual stock picking, but keep stops tight.

It's all because some stocks are more powerful than others and the aberrations are to the downside. Not the upside.

Despite the selloff in this name, if you believe in a rally, you can bet that MU will be a leader.

STMicroelectronics and Sony each appear to be supplying four chips for Apple's latest flagship iPhones. Many other historical iPhone suppliers also make appearances in the latest teardowns.

Possibly due to worries about the fixed costs attached to their business models, many fab-owning chip suppliers with meaningful growth opportunities are still trading at low valuations.

Marvell is having trouble moving forecasts as trade uncertainties temper optimism.

Here are the other companies that will get a boost from pushing the tax on imports to mid-December.

NXP and many other chip stocks still trade at reasonable valuations. But the group's margin of safety has diminished some following recent gains, and industry news remains pretty mixed.

From Adobe to Zendesk, plenty of stocks will rise or fall regardless of what the central bank does.

Here's the only way to explain why stocks jump like mad if the companies underneath them only perform slightly better than the analysts worried they would.

Look for the market to digest the DOJ antitrust news quickly and focus again on the Fed and earnings.

The stock is rising on an earnings beat, but the fundamentals show an industry, and economy, that are suffering.

Earnings season continues to be upbeat and there are no signs of the economic weakness the bears were looking for.