Cisco Systems, Inc. (CSCO)

AAOI remains green into its earnings after the close on Wednesday.

Let's check to see if the charts say 'bye' instead of 'buy'.

The deal drives home the importance of cutting-edge optical component and module technology to networking hardware vendors. It also might strengthen Cisco's sales pitch to cloud giants.

Analog chip suppliers, optical component firms and chip equipment makers could be among the firms that see M&A interest if trade tensions continue to ease.

Broadcom's success to date at making its $18.9 billion acquisition of CA Technologies work provides reason to think a Symantec acquisition could also pay off. But there are differences between Symantec and CA.

Do we finally have too many new stocks, and are we running out of ammunition to buy them without wholesale liquidation of other stocks?

Oracle tells investors it can regain the crown it once held among enterprises and end-users, but some aren't so sure.

On a historic day when we set new records, let's look at the Dow Jones Industrial Average's Top 10 winners to see how lofty -- or nosebleed -- we really are.

Our brewing Cold War over regional and global spheres of influence with China, has forced some merger activity across the aerospace and defense industry.

They may be too rich now, but they made you rich if you stuck with them.

Closed-end funds provide several benefits to investors over mutual funds.

Some companies have given their investors unbelievable bounty, with DG being the best I've seen in the entire market.

This is what the big portfolio managers are thinking about every day, right now.

When traders are flailing and investors are drowning, examples work best to illustrate what happens before a bottom is reached.

We must hope this is a pause that refreshes, or we have to expect a rate cut sometime soon.

CRM is still suffering, but a number of other cloud stocks are still hot. Here is how to play it.

Stay flexible and open minded, rather than bullish or bearish, as seasonality kicks in.

Intraday euphoria fizzled out, and the indices gave back a substantial amount of their gains.

It's far from certain that the Commerce Department plans to subject chip sales to Huawei to government review will lead to a full-blown sales ban.

It's ironic. Had the Chinese let Facebook, Amazon, Netflix and Alphabet in, there could have been some massive retaliation for Huawei. But they never did.

Let's analyze what the charts look like today.

There is more confidence that the momentum stocks may see sustained upside.

Chuck Robbins didn't bellyache that he can't get out of China and therefore numbers have to come down.

My better bet will remain on the cloud until the direction that global business has to move toward changes fundamentally.

China is almost out of ammo in the trade war. To us, that might look like we are close to a solution. Don't bet on it.

The security tech firm just reported a major billings decline, issued weak guidance and announced its CEO has resigned. Wall Street has its reasons for giving the company a relatively low valuation.

A meaningful correction is kind of expected, after the stock's run.

There couldn't be two worst analogues to what we have going on this year than those two data points.