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With about an hour to go until the market opens, U.S. equity futures point to a weak start to the last day of trading for the week. Concerns over the coronavirus resurgence in the U.S., which has started to show signs of weighing on businesses - see...
Chip companies are still signaling that notebook and cloud server demand remain strong, but often have more cautious remarks to share about auto and industrial demand.
Matt Ridley's books have sold over a million copies, been translated into 31 languages, and won several awards. His books include The Red Queen, Genome, The Rational Optimist, and The Evolution of Everything. His book on "How Innovation Works" will ...
Let's get our ducks in order as there are a number of high-profile earnings reports coming at us after today's market rings the closing bell. Here are some things to watch and consider from the reports that are likely to garner investor attention: ...
Here's why Qualcomm -- with its 3.5% annualized yield -- should remain on its dividend-increasing flight path.
Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.
Swiss chocolate-maker Lindt & Spruengli and these American candy kings offer something sweet for investors.
With telecom capex still under pressure amid 5G rollout delays, equipment suppliers might find consolidation to be the best path to profit growth.
In the long run, the deal could be bad news for U.S. wireless pricing and competition, but good news for the U.S. broadband market.
Shares of mobile infrastructure companies Ericsson and Nokia are catching a bid this morning for a different reason tied to 5G than you might initially think. Yes, so far this earnings season we've received a number of comments that point to the 5G ...
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.
We can't know exactly how the China-U.S. trade talks or our political battles will play out, but we can see the big ideas that will likely push companies higher.
5G is a technological tipping point and these stocks are well-positioned to benefit.
During a talk with TheStreet, Cree CEO Gregg Lowe shared plenty of details about the growth opportunities in front of his firm's Wolfspeed power semiconductor and materials unit.
Retail has proved a volatile industry as tastes and trends change -- and now there are some signs that Amazon shares could be turning vulnerable, too.
Microsoft's Cloud business is making big wins, and how to interpret Larry Kudlow 's Phase One China trade comments.
EPYC processor revenue and unit sales jumping more than 50% have paced the way for AMD.
The GPU giant has steadily grown its addressable market, in part by creating end-to-end solutions that pair its chips with complementary software.
Marvell isn't a quarter-to-quarter story and analysts are advising investors to treat it with longer-term targets in mind.
It's being reported over at 9to5Mac Report, a rather reputable site that tracks Apple related news that all three 2020 iPhones will support 5G. Not exactly a big revelation mind you but following Nokia results last week that confirm 5G deployments a...
Skeptics say nothing was resolved with China deal, but they're wrong -- do they know our stock markets have run wild the first half of the year not despite, but because of the endless pessimism?
The German and Japanese governments have both issued rulings that lower the odds of Huawei and ZTE's equipment being used within local 5G networks.
Good morning folks! As Doug would likely say, this is Chris "Not the Designer" Versace, sitting in for today's Diary. As we get ready for the trading day together there is no shortage of things to talk about. - Lyft has boosted its IPO price talk to...
One big reason centers on the upcoming deployments of 5G networks.