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.
The two tech firms made the surprising announcement on Tuesday afternoon.
The competitive advantage of Samsung as Apple hits delays is a key thesis for those selecting the stock.
Samsung is setting yet another bearish standard for semis and smartphones in the first half of 2019.
The tech giant makes up such a large part of the Korean stock index that its woes can't help but be a drag on the market as a whole.