by Alex Kagin
It's unusual for an investor day to make much news.
But Nvidia's was a different thing altogether.
Nvidia stock is soaring now, and the biggest gains are still in the future.
Here's what has Wall Street so excited and why it's a buy now...
There’s still one critical pandemic shortage that’s not only recovered, but has only gotten worse: Semiconductors.
That’s why the government’s preparing to spend billions to help solve the supply shortage in the sector.
And one firm’s in a really good position for savvy investors to capitalize on this scenario… .
by David Zeiler
While Apple is known for disrupting entire industries, few expected it to send a shock wave toward semiconductor stocks.
But the Apple-designed M1 chip in its latest Macs will do just that.
The M1 is the first ARM-based processor to match the muscle of an Intel CPU.
But the M1 achieves this feat while using far less energy.
This is an unprecedented threat to Intel but opens a window of opportunity to several chipmakers.
Today we call the winners and losers…
by Alex Kagin
When it comes to investing, it's difficult to find the next big thing.
Companies like Amazon (NASDAQ: AMZN), Zoom (NASDAQ: ZOOM) and Teladoc (NYSE: TDOC) have all been media darlings, but I'm focusing on a completely different space.
The fact is, consolidation is fueling growth in the semiconductor market.
That's why we have seen as much M&A in the semiconductor market this year as we have had in the past three years combined.
These deals are creating cross-sell opportunities and improving manufacturing as they scale up.
While these deals I just mentioned were the largest semiconductor deals of the year, I'm looking at what could be one of the biggest opportunities as two more companies join forces.
Here's why that makes AMD stock one of my favorite tech plays right now...
"Lead, follow, or get out of the way."
This is one of those well-known aphorisms that's been around forever – though its originator is unknown.
Truth be told, it doesn't matter who said it first. It's a great bit of advice.
Especially as we interpret it.
In our investment work here at Money Morning, we always seek to lead Wall Street and the rest of the packrat investment crowd.
We never follow, especially since "the crowd" tends to be indecisive, late to the gun – or flat out wrong.
And we always get out of the way – sidestepping the dust-rising thump that's an inevitable result of the miscues and sins of the Wall Street Goliath.
It's a simple formula. And a successful one.
And it's the reason we keep outperforming "the crowd."
Like the 2,067% gain on biotech Galapagos NV, the very first stock I recommended on the very first day I published my Member-based service, Private Briefing, back in August 2011.
My readers also pulled down peak gains of more than 2,892% in Nvidia, 2,828% in Advanced Micro Devices, 818% in biotech buyout Pharmacyclics, and more.
Today, I've decided to share my latest insight on one of my big biotech winners with Money Morning readers because the opportunity is too good to keep to ourselves. And since my colleague Michael Robinson recently talked about 2020's record-crushing biotech IPOs, it's the perfect time to share this.
The company I'm showing you today is essential to biotech stocks. It's a "biotech-enabler" that's zoomed 1,755% since I first told my readers about it back in June 2013.
In 2013, it was trading at $8.14.
It closed July 30 at $151.25 – not long after Investor's Business Daily said the stock had entered a "Buy Zone."
True, but where were they seven years and 1,755% ago?
Of course, what's important now is what comes next – and it's clear this stock's run isn't over… Full Story
The Dow Jones now could pop in anticipation of a busy week of earnings.
Blue Chip leaders like McDonald's (NYSE: MCD), Alphabet (NASDAQ: GOOGL), Apple (NASDAQ: AAPL) and AMD (NYSE: AMD) are set to report.
Investors are also eyeing the economic relief plan for the U.S. economy.
Here's everything moving the Dow today...
The Dow Jones now is slipping this morning after the United States ordered the closure of China's Houston-based consulate.
This week, we're going to see hundreds of companies announce their quarterly results.
We've already seen some interesting trends in how the market has reacted to earnings reports already.
That's creating an opportunity for traders who know where to look.
I'll show you three stocks to buy before earnings reports come out that will maximize your upside potential.
The Dow Jones Industrial Average slid over 200 points this morning after the Pentagon confirmed the U.S. killing of Iran’s top military commander at an airport in Baghdad on Thursday night.
The news raises concerns about escalation in the Middle East and the possibility of rising oil prices weighing on the global economy.
I've been writing about 5G high-speed cellular networks for more than five years now, and I couldn't be more excited for what's ahead in 2020.
Sure, 2019 saw a fair amount of progress in rolling out this advanced new platform. The nextgen mobile network is available in a few markets.
But we have a big catalyst coming in fall 2020. That's when Apple unveils a new iPhone that's 5G native.
Don't underestimate the importance of this move. Apple sets the standard for the rest of the sector.
5G will be important for the entire tech ecosystem in the year ahead, and it's just one major catalyst investors should track. There are key developments with chip stocks, beaten-down software, and cloud players that all matter to your portfolio.
