The tech sector has been dramatically underperforming the S&P 500 during the Trump rally -- and these five big tech stocks still look 'toxic.'
If a rumor is right, Intel might further downsize its PC investments by letting AMD handle its GPU needs. Qualcomm, meanwhile, is hoping servers will help offset soft mobile growth.
The scale and supply chain challenges involved with ramping flagship iPhones makes it hard to do outside of China. But some low-volume, high-margin products could be made in the U.S.