Gains on Wall Street were led by names like Tesla and Qualcomm.
He names nine tech stocks — including his favorite mega-cap U.S. tech stock — as well as some smaller,"contrarian" picks.
Market pricing points to a 44.6% chance of a final rate hike at the November meeting, according to CME Group data.CNBC Pro: Apple bear says he's not shorting the stock just yet despite China concerns. Here's whyshares fell sharply last week on reports that China is restricting government employees from using iPhones and other Apple devices for work purposes.
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