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 Mike Stenger
The line between man and machine is getting blurrier, and it's making tech investors wealthier.
The Internet of Things (IoT) describes the growing connectivity of everyday objects via the Internet.
Wearables and other smart mobile devices can fall into this category, but the network of IoT devices is expanding beyond what we could have imagined years ago.
Now is the time to look at the best Internet of Things stocks for 2021.
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...
After a historic rally of 1,000% over the past year, Tesla has hit a bump in the road.
You see, S&P Dow Jones Indices rebalances its indexes every quarter. A company needs to meet specific qualifications to be considered, including four consecutive quarters of profitability. So, investors eagerly await to see what stocks get added and removed when this time rolls around.
And many expected Tesla to be listed on the list of new stocks being added to the S&P 500 – so imagine the panic when Tesla didn't make the cut.
The decision not to add the stock to the S&P 500 surprised the entire market, especially those waiting for weeks on this decision, excited after Tesla reported a second-quarter profit in July. Tesla had ticked off many of the requirements needed to be considered for this index.
Tesla is now among the top 15 largest companies in the United States when measured by market capitalization – sitting at $320 billion. This makes the electric car marker the size of long-standing giants like Nvidia. And at one point, Tesla grew to be the seventh-largest company in the United States.
But size isn't all that matters when it comes to the S&P 500.
Unlike other benchmarks, the S&P 500 isn't driven by a strict set of rules or qualifications. Instead, the benchmark relies on a committee to decide what gets added and removed. Ultimately, Tesla didn't satisfy the S&P 500 committee.
And this snub didn't bode well for the electric car maker's stock. Tesla shares were down 19% in early trading Tuesday, wiping out more than $70 billion in market value.
Before you jump at this new price tag, there's something I want you to know. There's a way you can play this TSLA snub scenario for the most profits… Full Story
The Dow Jones today faces decline on renewed jitters about the state of the U.S.
economy.
The Federal Reserve's most recent minutes showed it expects that COVID-19 will "weigh heavily" on the American economy.
The Fed is likely to use "outcome-based" forward guidance.
It will set new targets on inflation and unemployment before it raises interest rates again.
"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
Bill recommended this "value" stock to his subscribers way back in 2013, but Wall Street is just catching on. If you were following along, you're way ahead of Wall Street.
And even if you weren't, that's okay, too, because it's not too late to get in on this stock.
With all the attention on it, it still has plenty of room to grow...
Markets faltered in early trading this morning as the Trump administration moved to block shipments of semiconductors to Huawei Technologies from global chipmakers.
Retails sales data also showed a 16.4% month-over-month drop in April – an all-time record.
The news sent the Dow down 1% to start the day, before it rallied and closed 0.25% higher as news surfaced that the White House would likely support a new round of stimulus checks.
The full bill would include an additional $3 trillion total worth of stimulus.
Here's what our experts – D.R. Barton, Jr., and Shah Gilani – thought about the moves in financial markets today and what they're looking for next week.
Most investors cringe when they hear the term "technical analysis."
And I get that: With a "short list" of about 75 terms, the technical-analysis realm can be a complicated one.
But it doesn't have to be.
I've been doing this for a long, long time.
So I can tell you that the real short list can be whittled down to just one single indicator.
That's right – just one.
And once you've fully grasped this one technical indicator, you can make the leap from "investing" to "trading" – where the biggest profits are attainable.
Today, I'm going to introduce you to technical trading. I'm going to tell you all about the only technical indicator you need to understand.
And I'll finish by setting you up for your first technical-analysis-driven trade… Full Story
And I'll finish by setting you up for your first technical-analysis-driven trade...
So far, the "COVID-19 Trigger Effect" has been igniting many opportunities.
Some of these include a big surge in e-commerce, a huge migration into plant-based meat replacements, an accelerating adoption of "telemedicine" apps, a hefty spike in video-streaming, and a way-before-expected move into e-sports.
Today, our Bill Patalon's got yet another COVID-19 Trigger Beneficiary trend.
He's calling this one the "Cash-Is-Trash Effect," which comes with a possible Bitcoin tailwind.
And I've got the winner for you...
