Chips for the Holidays

(1) FedEx and Boeing are downers in an otherwise up year. (2) Tech and Nasdaq come out ahead. (3) Semi Equipment is the best-performing S&P 500 industry in 2019. (4) Semi stocks are saying the cycle’s bottom is in, and good times are ahead. (5) 5G’s rollout means more equipment, more devices, and more chips. (6) Analysts upgrading semis. (7) Offering AI services makes you cool.