Netflix's streaming users could surge under next generation data plans.
Apple can add much more value for shareholders with the Qualcomm deal.
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 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.
Reports of a smartphone market recovery from Taiwan Semiconductor is taking the sector higher.
Considering the uproar in India, many more skeptical speculators will be anxiously watching elections as they unfold.
Zuckerberg is looking to get ahead of the criticism and keep the regulation headwind from obscuring the tailwinds many analysts and investors have built the bull case behind.