Advanced Micro Devices, Inc. (AMD)

I don't pick stocks on politics, but was shocked to see how a majority of our Action Alerts PLUS holdings would perform if Joe Biden wins the White House.

Plus, there's talk of a possible combination of Advanced Micro Devices and Xilinx.

Among other things, Nvidia revealed an ambitious roadmap for server 'DPUs' that pair Mellanox's technology with GPUs.

I own it. I will continue to hold it. I would not sell it. For the uninvested who are interested, I would think small ball.

Alibaba Group Holding and Advanced Micro Devices both offer technical reasons to be interested in their shares.

The short-term story for financial markets has been all about fiscal policy. This remains true.

Markets now look to Treasury Secretary Mnuchin and Speaker Pelosi to do something.

First, let's closely watch this semiconductor company for the telecoms, and then examine the industrials, transports and retailers.

AVGO has already enjoyed the breakout created by the cup-with-handle pattern earlier this year, and the one created by the basing pattern over the summer.

The response to GeForce has been overwhelmingly positive.

As we hear all this chatter about the year 2000, I'll show you a trade in a big name from that year.

Sarge chooses Disneyland over Vegas and answers your questions, including who's next to a $2 trillion market cap after Apple.

Don't confuse what's happening on the S&P with the nation's economy.

Plus, the equity markets suddenly are trading quite listlessly and Applied Materials surprises.

The memory giant indicated November quarter sales would be below its preliminary outlook, and also says its August quarter will be more back-end loaded than originally expected.

A small trading position or bull call spread might be warranted, depending on support.

Perhaps not as a long-term investment, but the giant chipmaker could make for a good short-term trade.

Plus, it may be early to call it a worry, but keep a good eye out for inflation.

Not much is expected when CSCO reports fiscal Q4 earnings. Here's how I'm playing it.

While many tech companies topped their Q2 sales and earnings estimates, some made it clear that they're not out of the woods yet.

It is going to take successful vaccines and therapies and much lower unemployment to revive most of Walt Disney Co.'s businesses.

While valuations are clearly very high for many tech names, investor euphoria might not go away until news flow meaningfully worsens.

Blame the Fed? No. I'm reserving my wrath for the clueless buyers who appear to have taken a permanent intellectual summer vacation.

Plus, Russia could provide a real-time clinical trial of a coronavirus vaccine.

The GPU giant could see value in ARM's large mobile footprint and budding server CPU efforts. But a deal would also present some challenges.

Let me disabuse you of some of the biggest canards that people routinely spout involving the Fed and stocks.

I like owning these calls out to September.

Selling is broadening and speculative trading is narrowing, but it's tough to read too much into either yet.