The semiconductor sector is hot, due to positive trade talks and a rebound in China’s manufacturing

semiconductor stocks
From Tirthankar Chakraborty:

Following a dreadful 2018, chipmakers are hot again on encouraging trade talks and a rebound in China's manufacturing activity. Adding to the optimism is industry rationalization and slew of new technological trends like Internet of Things, high-end gaming and 5G wireless. At the same time, reports of smartphone market recovery are taking chip stocks higher.

NYSE:SMH April 5, 2019 1:15pm

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