Bob O'Donnell of TECHnalysis Research says Samsung is "kind of outsourcing" services to Microsoft. He also says Samsung and Qualcomm are "really pushing hard" on 5G.
CNBC's Todd Haselton takes a first look at Samsung's newest phones, the Galaxy Note 10 and the Galaxy Note 10 Plus. New features include S Pen Gestures, extended battery life and the removal of the standard headphone jack.
Mark Newman of Bernstein says, for now, Samsung will be able to continue production despite Japan's export curbs on South Korea. He also says Samsung will be the biggest beneficiary of Huawei's "demise" outside of China.
Where should you invest in the volatile chips space? Mark Newton of Newton Advisors, and Mark Tepper of Strategic Wealth Partners discuss.
Samsung is expected to announce earnings at the end of the month, but it issued a warning that its Q2 profits could fall by 56 percent year-over-year. CNBC's Deirdre Bosa reports.