Microsoft Corp. (MSFT)

In a challenge to Broadcom and others, Cisco plans to sell a new switching/routing processor and license its routing software to other hardware makers.

These funds invest in companies poised to benefit from millennial spending trends.

Beijing is intent on reducing its dependence on American hardware, software and chips. But reducing it and eliminating are two very different things.

Let me take a stab at what's going on here.

Will President Trump's administration move ahead with plans to turn up the heat on China in such a way that U.S. consumers for the first time share some of that pain?

What just happened last week? Quite a bit, but pay attention to this: For the past two years, the large cap QQQs had been the leaders, but not so lately.

I have to wonder if the advent of increased exposure to technology has something to do with the incredibly broad lack of situational awareness.

The mobile chip giant just unveiled a new flagship mobile processor, along with several other products.

By launching a low-cost Xbox, Microsoft could grow the number of Xbox users it can monetize via game sales and an expanding array of services. AMD could also benefit.

Let me explain why so few families own stocks outright and so many remain numb to the market's success -- and how that can change.

A three-day pullback was exactly what this market needed at exactly the right time.

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.

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

This stock may have hit a short-term bottom and be ready to bounce.

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.

While companies such as HPE, Cisco and NetApp are signaling that macro headwinds are weighing on their hardware sales, major software and public cloud players are singing a very different tune.

Though there are legitimate concerns about Uber's business that the company still needs to address, it's worth recalling how negative investors once were towards some tech giants at far lower levels.

The e-commerce and cloud giant is reportedly thinking about launching Amazon Go supermarkets, while also getting set to launch a grocery store chain featuring human cashiers.

At a time when many quality tech companies are staring at huge 2019 gains, spotting good deals takes a bit of effort. But it's by no means impossible.

There is no 'tech' in tech.

Whereas Google is betting on cloud gaming alone, Microsoft is taking a more practical approach to supporting the technology.

Cogent Communications and Westrock are two dividend stocks that investors should consider.

Microsoft's Cloud business is making big wins, and how to interpret Larry Kudlow 's Phase One China trade comments.

My 8 bullet points show there are very few things that have changed in the past 6 months.

Despite stories of questionable use of health care data, my concern with GOOGL is technical: We need a retest of $1,250 to $1,275 before we can move significantly higher.

Plus, we preview Wednesday's Trump-Erdogan meeting and check out AbbVie's huge debt offering as well as the new Abode-Microsoft connection.