Taiwan Semiconductor Shares of the largest semiconductor chip manufacturer in the world traded 5% lower today in the wake of their latest earnings report. Taiwan Semiconductor (TSM) released their quarterly earnings report this morning before the markets opened and the news was good. For the quarter, the company beat earnings estimates by $0.08, beat their […]
Taiwan Semiconductor Manufacturing
The Accelerating “Reshoring” Trend Makes This Trucking Stock a Must-Buy
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.
Stocks to Watch as International Tensions Heighten
Garrett Baldwin explains the effects of heightened tensions in Taiwan and rising interest rates on the global markets.
3 Inflation Stocks to Buy Now
The most recent consumer price inflation (or CPI) hit the headlines earlier this week, which wasn't great.The CPI, which tracks the costs of goods and services, jumped 8.5% from a year ago, just above the already Dow Jones estimate of 8.4%.
2022 Tech Sector Forecast - The Best Tech Stocks to Buy
Michael Robinson has the best tech stocks to buy in his 2022 tech sector forecast.
Here’s where you want to concentrate your tech-investing dollars this year…
This Stock Could Be the Turnaround Play of 2021
The pandemic has helped create a global semiconductor shortage at a time when demand is going through the roof.
The tough new CEO at America’s biggest semiconductor maker has a $20 billion plan to fix the shortage and revive a fading company… .
Semiconductor Stocks: Winners and Losers After Apple's Bombshell
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…
How to Play These Top Semiconductor Stocks Now
Semiconductor stocks are a great play for profits.
They're powering the tech that's making the world move, and they'll always be needed.
But which company is best?
This AI Stock Could Bring Manufacturing Back to America by Tapping Into a $150 Billion Market
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...
It's Smart to Enjoy the Bull Parade Even with Economic Rain Clouds Ahead
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