Netflix's streaming users could surge under next generation data plans.
Apple can add much more value for shareholders with the Qualcomm deal.
This was a complete surprise to the market and that creates a whole different type of trading dynamic.
Intel's smartphone market exit was inevitable.
Qualcomm still has some aspects of the Apple settlement to clear up.
Qualcomm's deal with Apple has removed the smartphone ceiling for the stock.
However, soft guidance from Netflix and so-so earnings from IBM are keeping positive sentiment contained.
I am spying more upside potential in a name that has become the red-headed stepchild of the semiconductor space.
Nvidia and AMD are now getting very little revenue from sales of graphics cards to cryptocurrency miners.
The competitive advantage of Samsung as Apple hits delays is a key thesis for those selecting the stock.