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9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?
Manage episode 376484113 series 2484320
Semiconductor stocks are no stranger to booms and busts and chip stocks have been red-hot this year, but analysts are wondering if there is more room 'to the upside'.
(Though it’s clear that many analysts and investors underestimated AI’s potential to propel sales this year, the real danger is what could happen if estimates climb too high.)
Today's Stocks & Topics: ET - Energy Transfer LP, The Federal Reserve, Labor Market, DIS - Walt Disney Co., CRI - Carter's Inc., Real Estate Co-Op, OMF – One Main Holdings Inc., Asset Allocation and Market Valuation, DOCU - DocuSign Inc., DG - Dollar General Corp.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
Our Sponsors:
* Check out Anthropic: https://claude.ai/INVEST
* Check out Gusto: https://gusto.com/investtalk
* Check out Progressive: https://www.progressive.com
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
1955 에피소드
Manage episode 376484113 series 2484320
Semiconductor stocks are no stranger to booms and busts and chip stocks have been red-hot this year, but analysts are wondering if there is more room 'to the upside'.
(Though it’s clear that many analysts and investors underestimated AI’s potential to propel sales this year, the real danger is what could happen if estimates climb too high.)
Today's Stocks & Topics: ET - Energy Transfer LP, The Federal Reserve, Labor Market, DIS - Walt Disney Co., CRI - Carter's Inc., Real Estate Co-Op, OMF – One Main Holdings Inc., Asset Allocation and Market Valuation, DOCU - DocuSign Inc., DG - Dollar General Corp.
Plus: Key Benchmark Numbers and Market Comments for: Treasury Yields, Gold, Silver, Oil and Gasoline.
Our Sponsors:
* Check out Anthropic: https://claude.ai/INVEST
* Check out Gusto: https://gusto.com/investtalk
* Check out Progressive: https://www.progressive.com
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com
Advertising Inquiries: https://redcircle.com/brands
1955 에피소드
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