Intel Corp. (INTC)

During a Tuesday keynote at the annual AWS re:Invent conference, Amazon emphasized the breadth of its AWS service lineup, as well as its investments in custom chips.

Though it has been working to commercialize a pair of AI accelerators, the chip giant is reportedly in talks to buy AI chip startup Habana Labs.

I think AMZN could provide a good very short-term trade from the long side... this week.

The PC giants said they now expect Intel CPU shortages to continue into 2020, with Dell indicating costlier CPUs are now also affected. That could spell a bigger opening for AMD.

During a talk with TheStreet, AMD exec Forrest Norrod highlighted new supercomputer deals and an expanded partnership with AWS. He also suggested AMD's next-gen server CPUs will deliver healthy performance gains.

Third quarter earnings season is down to the really nitty gritty. That said, there are still quite a few well known (to the public) retailers set to bring up the rear.

Though Nvidia's sales guidance was below expectations, management indicates that sales to desktop gamers and cloud giants will be strong this quarter.

CEO Jensen Huang has built a better mousetrap. Or mousetraps.

Cloud demand trends, gaming GPU sales and Mellanox deal commentary are among the things to watch as Nvidia reports.

Caterpillar is a prime example.

Whereas Intel is charging far less per CPU core for its latest high-end desktop CPUs relative to a year ago, AMD is going in a different direction with its newest offerings.

If an investor were dead set committed to purchasing these shares, my inclination would be to wait for the noted type of selloff.

The mobile chip and patent-licensing giant delivered better-than-feared results and guidance, and talked up 5G's expected impact on its chip business next year.

Investors must understand that the narrative around trade with China has evolved as the two sides work on a 'Phase One' mini-trade deal, but this is about much more than that.

Stemline Therapeutics and Entercom Communications seem to have stabilized after notable declines late in the summer.

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

This firm is operating at a level many thought that it would never see again.

The stocks of many companies anticipated a more stringent series of tariffs and we didn't get them.

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

Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.

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.

Let's look closely at the charts and indicators.

Dow chemicals are finding a bottom, higher-yielding stocks are trading well, macro is improving and the consumer is getting stronger.

Tesla and Lam Research are soaring post-earnings, while Twitter is plunging. Here's a look at what's driving the moves.

Large-cap equity indices over a month have churned on lackluster interest outside of the high-frequency crowd, and the trucking and rail sectors are outperforming the indices this month.