TSM

Taiwan Semiconductor Manufacturing

Stocks

The Accelerating “Reshoring” Trend Makes This Trucking Stock a Must-Buy

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For decades globalization has dominated the conversation around production of goods.As a rule, the largest corporations in the world outsource production to China, India, and many other countries with cheap labor.But a bipartisan political backlash to the mass exporting of American jobs, and the impacts of the coronavirus pandemic on global supply chains means that traditional narrative is changing quickly .

That is why I’m looking directly at trucking – long haul trucking (LHT), specifically.

Technology

Semiconductor Stocks: Winners and Losers After Apple's Bombshell

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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…

Technology

This AI Stock Could Bring Manufacturing Back to America by Tapping Into a $150 Billion Market

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Even as businesses open back up and people go back to work, disruption from the coronavirus pandemic continues to unfold.

And that disruption extends to manufacturing.

This isn't just logistics either, it's an investing opportunity for those who know where to look.

We'll show you our favorite play in this space that's tapping into a $150 billion market...

Trading Strategies

It's Smart to Enjoy the Bull Parade Even with Economic Rain Clouds Ahead

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The rally we've seen the past few weeks sped up Monday, with the Dow gaining more than 900 points – even though we had two investing legends say last week that things were looking bad for both the stock market and the economy.

That's this week's Reality Gap. Let me explain…

As you saw me saying last week on FOX Business Network's "Varney & Co." and on our own Markets Live livestream, the Fed's and Congress's financial stimulus allowed traders to move markets up above the key support levels recently and pushed them up big time late on Friday.

Then Fed Chair Powell appeared on "60 Minutes" Sunday night. Two quotes from the Fed Chair were particularly important in driving the market's reaction.

First, he said he has plenty of ammunition left if more stimulus is needed, showing that the Fed is not "out of ammunition" to fight further economic downturn: "There's really no limit to what we can do in lending programs."

The second was that the economy could recover over the second half of this year. It was an intermediate-term pronouncement on economic possibilities: "Assuming there is not a second wave of the coronavirus, I think you will see the economy recover steadily through the second half of this year."

Then on Monday morning, biotech firm Moderna Inc. announced positive results from its early trial of an experimental vaccine against COVID-19. This phase 1 study looked only at safety, and there were no significant side effects among the patients. But the fact that all the patients in the small dose vaccine subset developed antibodies the same as a recovering COVID-19 patient really stoked the stock markets.

The mood, in other words, is bullish. (Cue The Beach Boys' "Good Vibrations!")

It's so bullish, in fact, that headlines are starting to leave out some nuance that I don't want you to ignore… Full Story

It's so bullish, in fact, that headlines are starting to leave out some nuance that I don't want you to ignore... Full Story

Stocks

Best 5G Stocks to Invest in for 2020

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If you're wondering where to invest in 2020, there's probably no better place than 5G stocks.

5G is likely the biggest trend set to take shape over the next 12 months.

And 5G speeds are igniting sectors like driverless autos and robot surgery.

Underneath all of that, though, certain companies are working behind the scenes to make all of this happen.

They may not be shooting rockets or designing some new form of artificial intelligence, but they're basically the engine behind it all.

That makes today's stock picks the surest path to profit in the 5G industry, and the best 5G stocks in 2020.

In fact, one of our best 5G stocks right now could soar 139%.

Read more...