On Monday, markets opened up at the start of the trading day and have remained in the green.

President Trump tweeted on Sunday that he wanted to see China telecom firm ZTE Corp. (ZTCOY)  "get back into business, fast." That came just before the second round of trade talks between the U.S. and China resume this week, and raised the possibility of a breakthrough.

The U.S. Supreme Court struck down a law that prohibited New Jersey from allowing sports betting at state casinos, sending gaming sharers higher, including MGM Resorts Int'l (MGM) , Caesars Entertainment (CZR) , and Boyd Gaming (BYD) .

Here are three top takes from the columnists of Real Money and Real Money Pro, our premium sites for Wall Street professionals and active investors:

Jim Cramer: We Are Seeing Some Fantastic Moves Today in the Semiconductors

TheStreet's Jim Cramer says that "We are seeing some fantastic moves today in the semiconductors in large part because the President might be greenlighting ZTE (ZTCOY)  to get parts, causing the Chinese to perhaps reconsider their tough stance against the merger of Qualcomm (QCOM)  and NXP Semi (NXPI) ..."

"I can't stress," Cramer adds, "how important the ZTE news is for the group because without the hope of takeovers you have a lot of cheap stocks in the sector but not a lot of catalysts to bring out the value."

My 5 Favorite Stocks for Rising Oil Prices: Market Recon

"One thing almost everyone does notice is when retail gasoline or heating-oil prices pop. The knee-jerk reaction from the public will probably be to blame President Donald Trump's withdrawal last week from the Iran nuclear deal, but the forces that have conspired to raise crude prices are much more complex. The truth is that the the Iran announcement is merely icing on the cake, and the cake has been baking in the oven for quite a spell," writes Real Money columnist Stephen Guilfoyle, who offers several ways to play rising oil. 

4 Names for a Reinvigorated Biotech Sector

Real Money Pro columnist Bret Jensen RMP observes: "Last week was one of the best ones for the biotech sector in 2018. The administration's policies to 'contain' high drug prices were announced on Friday. They were more benign than investors in the industry feared and mainly should impact middlemen like pharmacy benefit managers and to a lesser extent, health insurers. The FDA will continue to focus on speeding up the approval process for generic and biosimilar drug candidates to induce more competition (and lower prices) into this part of the market."

"However," Jensen notes, "for the most part biotech and drug makers emerged unscathed by these initiatives."

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