Advanced Micro Devices Inc. (AMD)

MU's cloud integration and migration to the cloud remains a main business theme driving capital expenditure on the data center.

I wouldn't get out of NVDA. No way. I would consider taking some profit off of the table up here.

Macro pressures, new AMD CPU launches and Apple's plans to ship its first Macs containing its own processors are all potential headwinds.

Honor your stops, keep cash levels higher, and likely be more aggressive with the names you trade.

AWS, Google Search and Nvidia each show how a market leader's unmatched R&D budget can make it tough to dislodge.

With more ways to differentiate processors, chip markets are fragmenting and R&D activity is growing.

The wait for a definitive breakout can be frustrating but we finally have it on the Point and Figure chart.

As the OECD builds second-wave pandemic modeling into its economic forecasts, small-cap action has been frothy and the market awaits Fed Chair Jerome Powell's press conference.

Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.

You buy stocks of secular growers, the ones that have particular engines developed by themselves that allow them to fly into headwinds without a problem.

Let's hope that the violence subsides, the valid voices of peaceful protesters are heard, and the lack of social distancing protocols does not lead to a resurgence in the spread of the virus.

Some -- though not all -- of the extra hardware, software and services spending currently happening would have likely taken place at a later date.

Don't just follow the herd, time your exits and entrances well -- even if it is a big player like Warren Buffett that is leading the charge.

'Mad Money' host Jim Cramer praised Advanced Micro Devices on Friday, so let's see the technical picture.

I just don't feel good about TSN or the immediate future of these shares.

AMD has fabulous chips in great categories with fantastic customers. Things will only get better. That's why of the three I think you can start buying this one on Monday.

Market leadership may be lacking on Thursday despite rising trading volumes, plus an update on Apple, Microsoft, Mastercard, Amazon and Gilead.

For now at least, cloud giants appear to be scrambling to add capacity to help support usage spikes for many apps and services.

There's now a much more reasonable chance the vast opening of American business won't lead to disaster.

Here's our latest strategy on the chipmaker.

Money movers are not buying protection for individual names, but they are starting to bet against the market en masse, while the Russell 2000 ran up 4% on Monday.

The problem for index fund owners is they own all three buckets and there are a lot more companies in the third bucket than in the first two.

Brains per share. Hearts Per Share. I've been around long enough to be that positive. I like these companies and more importantly, I like their stocks.

How has my book evolved since the Fed and Treasury rode into town? Here's how.

China's COVID-19 outbreak weighed on both PC production and demand in Q1. But sales got a boost late in the quarter.

The ability of a company to instantly, seamlessly, and continuously integrate new code into their products/applications across an entire network may never be viewed as more important than now.

I do think the key to reopening this economy is one of greatly expanded testing for Covid-19, once a reliable treatment has made it past clinical testing, and into mass production.

These charts show activity is market positive for tech. Here is how I'm playing it.