Intel Corp. (INTC)

A lot of money needs to come out of the QQQ.

Consolidation patterns do not last forever.

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.

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.

It is hard to fully understand how the worst economic crisis we have ever seen is not creating more pressure on stocks.

Stop apologizing, don't surrender to the gloom and tell your story with sympathy but with glory, and don't make us feel like it's a mistake to own shares in your company.

The issue is whether this economic uncertainty is going to weigh on the stock market or not.

More government funding is approved to fight Covid-19 layoffs, Gilead sells off on early reports around China trials and Intel announces earnings.

Overall, the indexes are muddled and clarity is lacking on the economy, but earnings should influence the next major market move.

Among other things, Apple's use of its own processors within future Macs could yield cost savings and boost MacBook battery lives.

Watching first-time jobless claims and trading volume, plus some thoughts on defense names like Raytheon and Lockheed Martin, and tech names like Lam Research.

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.

INTC could work higher in later in 2020, but the short-run patterns suggest prices will slip lower.

More than 450 quarterly reports are on tap, including 105 S&P 500 constituents.

For now, chip equipment makers are still mostly seeing strong orders. But COVID-19 lockdowns and softer chip demand are potential headwinds.

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.

Everyone from game publishers to chip developers to game-streaming websites appears to be getting a lift.

INTC has seen continued buying, and what draws me to AMD is the very different price pattern.

Should growth expectations have to come down for more than a few months due to macro headwinds, tech companies sporting high valuations will likely see multiple compression.

Now the one thing you need to worry about with MSFT, as you have to do with all of the techies, is the GDP.

It's a paradigm shift that all started with Zoom and Cisco's Webex.

The Fed has attacked developing problems in real-time -- and as China shows signs of life, the semi stocks are benefitting.

Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.

In the 2nd of a 3-part series, Jim Cramer goes through all 30 Dow stocks to evaluate what is safe to buy and what you should sell or avoid (like the plague).