Podcasts about taiwan semi

Gold is back in the headlines, but should it be in your portfolio? Don and Tom take a fresh (and frequently hilarious) look at the shiny metal that never seems to deliver. From Fort Knox to Costco's gold bar rush, they trace gold's lackluster long-term returns and its overhyped reputation as a hedge. They break down why physical gold fails as an investment, why GLD is better (but still meh), and why long-term investors might already have enough exposure through diversified funds. Plus: a Medicare premium surprise fix, the case of the copper penny, and a brief but loud murder of crows. 0:04 Gilded White House jokes lead into a serious look at gold 1:00 Don and Tom reunite—same page, same side, same skepticism on gold 1:57 Yahoo Finance: gold's biggest quarter since 1986 2:34 Gold's ancient history and the Second Boer War detour 3:48 What's a hedge, really? Gold vs. inflation 4:21 15-year performance: gold vs. S&P 500 5:40 1980 to 2024: gold's long climb back to break even 7:10 110 years of gold prices—brief spikes, long plateaus 8:54 The emotional allure of physical gold (and why it's irrational) 9:44 Physical gold: storage, insurance, and Armageddon prep 11:10 GLD: a better, but still limited, gold investment 12:49 Gold's chart pattern: flat, spike, crash, repeat 13:26 Why gold isn't a real investment—it doesn't grow 14:16 Gold mining stocks as an indirect investment 15:02 Surprise! Taiwan Semi uses gold in chip production 15:34 Crypto vs. gold: at least gold is pretty 16:07 Atomic number nerdiness and family science failures 16:39 Q&A: Will one-year income spike raise Part B premiums? 18:06 IRMAA form and exceptions for life-changing events 20:02 Medicare Part B premium ranges and adjustments 21:10 Listener Perry wonders: if pennies go away, can we melt them? 22:34 Today's pennies: mostly zinc, not a copper mine in your jar 23:56 Will the penny ever die? Bureaucratic inertia says no 24:14 DIY penny production? Just don't. 25:16 Podcast etymology: Apple vs. The Guardian debate 26:51 Outro chaos: crows, jokes, and how to ask your questions Learn more about your ad choices. Visit megaphone.fm/adchoices

The major averages are set to end the week higher despite a whirlwind week of tariffs, inflation, and Musk-driven drama. But President Trump's rhetoric around defense spending is spooking that sector. And Intel is on pace for its best week since 2000 on rumors of a tie-up with Taiwan Semi. We'll cut through the noise with Bernstein's Stacy Rasgon.

Taiwan Semiconductor $TSM, the world's largest chipmaking foundry, today just issued the largest CapEx forecast of its company's history.Does this mean the chip industry is finally escaping from its cyclical lows, and is ready for a rebound in 2025? TSMC's 4Q 2024 results showcased a 38% year-over-year increase in revenue and a 57% increase in earnings. Those were good numbers. But there might be even better news on the horizon. Management just approved a 2025 capital budget of between $38 billion and $42 billion. 70% of that is dedicated to "advanced technology production" -- i.e. building new fabs to manufacture the cutting-edge chips demanded by AI. This aggressive CapEx forecast is good news for TSMC and also for the entire semiconductor industry. The company will be spending that 2025 budget on equipment vendors such as $ASML, Applied Materials $AMAT, and Axcelis Technologies $ACLS and also on boatload of supporting functions. Meanwhile, creative innovations are also unlocking new opportunities. Taiwan Semi is transitioning the fundamental architecture of its transistors from FinFET to gate-all-around. It's updating the foundation its entire house is built on; changing the physical design of the smallest building blocks of its circuits to support more efficient and powerful processors. The next few years will be an exciting time for this industry. The semiconductor renaissance looks well-primed to begin a new chapter. See all of our @7investing coverage on $TSMC -- including our current Conviction Rating on the stock -- at:https://7investing.com/company_name/taiwan-semiconductor-manufacturing-company/

Justin Nielsen and Alissa Coram analyze Monday's market action and discuss key stocks to watch on Stock Market Today.

The Daily Business and Finance Show - Friday, 13 December 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Warner Bros. Discovery to have two core operating units under new structure; shares jump Himax jumps as analyst says it may be Nvidia, Taiwan Semi supplier Adobe tumbles after outlook disappoints Wall Street, TD Cowen cuts rating Costco rejects 98% of Teamsters' demands Nvidia's request to avoid securities fraud suit dismissed by US Supreme Court MicroStrategy stands to gain from potential Nasdaq 100 inclusion: Bernstein Lucid Group eyes partnerships amid the shifting EV landscape Tesla snaps six straight sessions of gains Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

The Daily Business and Finance Show - Sunday, 1 December 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Tesla's AI bet laying the foundation for a $2 trillion valuation - Wedbush JPMorgan Chase's Dimon has been secretly talking with Donald Trump for months: report Trudeau dines with Trump at Mar-a-Lago amid tariff threat Trump considering tough antitrust advocate for justice department - FT Trump threatens BRICS nations with 100% tariff on de-dollarization plans Meta is reportedly planning to build a nearly 25k mile subsea cable that could cost $10B OPEC 'stuck between a rock and a hard place' as planned meeting delayed Disney's 'Moana 2' bashing Thanksgiving records Taiwan Semi founder Chang offered CEO job to Nvidia's Huang: memoir Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks. Further Reading Perplexity Nears $9 Billion Valuation in Investment Led by IVP (The Information) Goldman, JPMorgan Eye Crypto Clients as IPO Prospects Brighten (The Information) President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk's Triumph (Stratechery) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami discuss the market's response following Donald Trump's victory in the 2024 presidential election. They explore upward volatility in major indices like the S&P 500 and NASDAQ, the rise in 10-year U.S. Treasury yields, and record highs in Bitcoin. The discussion also covers anticipated moves by the Federal Reserve, shifts in small-cap stocks, regional banks, and potential regulatory changes under the new administration. They delve into how market dynamics might affect various sectors including tech, with a focus on Tesla, mega-cap tech, and the geopolitical implications for semiconductor companies like Taiwan Semi and NVIDIA. Both hosts consider the impact of possible policy adjustments on the stock market and foreign policy issues involving China and Taiwan. Additionally, they touch on prospective M&A activities, the IPO market, particularly in crypto, and the strategic moves by major investment banks. Further Reading Perplexity Nears $9 Billion Valuation in Investment Led by IVP (The Information) Goldman, JPMorgan Eye Crypto Clients as IPO Prospects Brighten (The Information) President Trump, Take Two; Big Tech, Little Tech, Chips, and Hardware; Elon Musk's Triumph (Stratechery) — View our show notes here Learn more about Current: current.com Listen to 'Strategic Alternatives': https://www.rbccm.com/en/gib/ma-inflection-points Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow @dee_bosa on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan Nathan and Guy Adami start the pod with a brief discussion on the all-time high for the S&P 500, key earnings reports from Taiwan Semi, ASML, and Morgan Stanley, and the performance of the AI sector amid talks of potential bubbles. They also analyze Apple's iPhone sales in China, updates from Netflix, and the effects of high bond yields on the market. The episode further explores rising bond yields, specifically the 10-year yield surpassing 4.1% post-Federal Reserve's rate cut, and its impact on tech valuations, with a focus on Netflix. After the break (13:00), we have a special conversation moderated by Dan & Guy from the 2024 HOOD Summit in Miami. Robinhood's Steve Quirk, joins Porter Collins, Vincent Daniel and Danny Moses share their insights into the evolving world of trading and investments.  The discussion kicks off with an exploration of their backgrounds and the importance of community and validated trading ideas, highlighting platforms like Twitter and Discord for sourcing information. The guys also discuss contrarian investment strategies, the impact of macroeconomic factors, and the democratization of market access through Robinhood.  Key topics include the evolution of the energy sector, particularly uranium and nuclear energy investments, the nuances of tax efficiency, and the potential market implications of the upcoming election. The conversation also navigates the challenges of trading amidst political influences, the undervalued potential of the energy sector, and the strategic opportunities in AI-driven tech IPOs. Emphasis is placed on the power of community, continuous learning, and adapting to market trends for optimizing investment strategies. Subscribe to our newsletter: https://riskreversalmedia.beehiiv.com/subscribe — About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. — Check out our show notes here — Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod on Twitter or @riskreversalmedia on Threads — We're on social: Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Thomas @LizThomasStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Carl Quintanilla, Jim Cramer and David Faber discussed a record-setting day for stocks: The Dow and S&P 500each hitting fresh all-time highs. The chip sector boosted by Taiwan Semiconductor, as AI demand fueled the company's better-than-expected quarterly results and guidance. Also in focus: Countdown to Netflix's quarterly results due out after Thursday's close of trading, shares of Lucid and Elevance Health tumble, Uber reportedly explored a takeover bid for Expedia, September retail sales beat forecasts. Squawk on the Street Disclaimer

Alexis Garcia and Ken Shreve walk through the day's technical action with stocks to watch in Thursday's edition of Stock Market Today.

Alissa Coram and Ken Shreve discuss the market's technical action and stocks to watch in the Stock Market Today.

En este episodio hablamos de los eventos más relevantes relacionados a los mercados financieros de Estados Unidos durante la semana laboral que terminó el viernes 26 de julio de 2024. En la empresa de la semana hablamos de Taiwan Semiconductor $TSM (07:39) Y en la sección educativa hablamos sobre aranceles (11:19) Les dejo la liga a nuestro canal de youtube donde podrán encontrar los audiogramas y videos educativos: https://www.youtube.com/channel/UC6thsV8Y_m2DgYPOqjLVfSQ Y también dejo la liga del blog donde estaremos subiendo las transcripciones de los episodios: www.ramonlog.com

One lesson from Alphabet earnings that we can expect from all megacaps this season: it's not cheap to be a hyperscaler in the age of AI. CEO Sundar Pichai told investors he'd rather spend too much than too little to meet Google's AI moment – but that still leaves uncertainty around how long it'll take until these massive investments show a return. Plus, semiconductors stocks are contributing to today's broader tech sell-off, with names like Nvidia, Broadcom and Taiwan Semi sinking.  

Shares of ASML, Taiwan Semi and Nvidia sinking today as the SMH semiconductor ETF sees its worst day in over four years. Will rising geopolitical tensions mark the end of this recently red-hot trade? Plus positive trial results on Roche's weight-loss pill sending those shares higher and those of competitors lower. We dive in on the latest developments in the GLP race. Fast Money Disclaimer

A brief look at financial markets with Bokor in the Morning Brought to you by Steve Bokor at Ventum Financial Corp. a member of CIPF

June 3, 2024Season 6 | Episode 21Can the NASDAQ maintain its momentum after a stellar 6.9% gain in May? Join us as we dissect the latest developments in the financial markets, from the recent profit-taking in Nvidia shares to the evolving bond market dynamics. We'll explore Barron's intriguing perspective on the Federal Reserve's stance for the rest of the year and uncover investment opportunities both in short-term municipal bonds and long-term preferred stocks. With the second-quarter earnings season nearly wrapped up, we also highlight the impressive earnings and revenue surprises from S&P 500 companies and what these metrics mean in the context of historical averages and current interest rates.Get ready for early trading insights as Nvidia's product updates stir optimism, meme stocks like GameStop surge, and tech giants like AMD and Taiwan Semi make headlines with new collaborations. We'll cover Best Buy's recent upgrade, overseas market gains, and the latest economic indicators including PMI data and the European Central Bank's anticipated rate cut. Veteran value manager Bill Nygren's strategic moves will be on our radar, alongside the ongoing bond market uncertainty and differing expert opinions on future interest rates. Finally, we dive into the allure of preferred stocks with yields above 7%, making them a focal point for savvy investors. Tune in for a comprehensive market analysis and actionable investment strategies as we navigate June 2024.** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern

As the market starts to trend above a key level, now is the time to take a more bullish stance. Mike Webster and Alissa Coram walk through this week's technical action and stocks to watch in the Friday extended version of Stock Market Today. 

Carl Quintanilla, Jim Cramer and David Faber led off the show with news involving a major supplier to Nvidia and Apple. The White House announced CHIPS Act grants of $6.6 billion to Taiwan Semiconductor, for expansion of the chipmaker's Arizona plants. Commerce Secretary Gina Raimondo and the anchors discussed that funding. Sara Eisen's exclusive interview with Treasury Secretary Janet Yellen in China included a focus on tariffs -- with electric vehicles also in the spotlight. Also on the program: Market worries about the Fed possibly scaling back plans for interest rate cuts, Jamie Dimon's message on rates and AI in his annual letter to JPMorgan Chase shareholders, what to make of the banking sector ahead of earnings later this week, why Jim took off his belt. Squawk on the Street Disclaimer

Scott Wapner and the Investment Committee debate the big week ahead for your money as inflation, rates and earnings take center stage. Plus, we've got Calls of the Day on Blackrock, Netflix and more. And later, a Chart of the Day on Taiwan Semi, the stock surging after securing a grant from the U.S. government for a factory in Arizona, the desk debate what to do with the stock now.Investment Committee Disclosures

After a two-year slump, the health care funding market could finally be picking up as AI gets leveraged in the sector. We speak with Amir Dan Rubin, managing partner and CEO of the VC firm Healthier Capital and former CEO of Amazon-acquired primary care provider One Medical on the state of health care startups and funding. Plus, some of the most advanced chips in the world will now be made in America, but by a foreign firm. Taiwan Semi is the largest chip manufacturer in the world and has secured $6.6 billion in subsidies from the CHIPS Act in addition to $5 billion in low-cost government loans. But how does that impact American chipmakers like Intel?

Scott Wapner and the Investment Committee are live today from the Sohn Conference in New York City. Steve Liesman joins us with the latest from Jerome Powell's comments at Stanford University. Plus, we're covering some Committee stocks on the move, the desk debats what to do with Intel, Taiwan Semi, and Booking Holdings. And later, Michelle Ross, StemPoint Capital CIO and Managing Partner, joins us to discuss her latest under-the-radar biotech pick. Investment Committee Disclosures

The stock market rally had a strong week, with the Nasdaq hitting a record high and small caps moving back above recent highs. That offered buying opportunities for leaders such as Taiwan Semi, but the Nasdaq is already extended again. Tidewater raced higher on earnings and oil prices, while Confluent is setting up. Investors need to be patient and nimble.

The Daily Business and Finance Show - Sunday, 28 January 2024 We get our business and finance news from Seeking Alpha and you should too! Subscribe to Seeking Alpha Premium for more in-depth market news and help support this podcast. Free for 14-days! Please click here for more info: Subscribe to Seeking Alpha Premium News Today's headlines: Biden set to announce billions in chip subsidies for Intel, Taiwan Semi, others - WSJ Tesla may be factoring in the 'Osborne Effect' with its soft outlook Tobacco earnings are coming - time for a share price recovery? U.S. approves sale of F-16 jet fighters to Turkey, F-35s to Greece The world's largest cruise ship is on the high seas Vince McMahon resigns from TKO Group amid sex trafficking claims - reports Apple's Mac just turned 40. Don't count it out. Global insurance losses in 2023 exceed $100B for fourth straight year, Aon says REITs end slightly lower as Q4 earnings fail to impress Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast provides information only and should not be construed as financial or business advice. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

We've got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming. (00:21) Tim Beyers and Dylan Lewis discuss: - ASML''s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi. - Huge subscriber gains for Netflix, and the metric that shows the company's streaming supremacy. - Chipotle's preparations for “peak burrito.” (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money's Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that's trying to reverse a sales decline.  Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

After a busy week of snow days we are back on track with the market! We look at 2 new Bitcoin ETFs from Blackrock and Fidelity that have secured $1B in assets since opening trading on the 11th. Home sales slumped in 2023 to their lowest level since 1995. S&P500 reaches new all time highs AI get a boost from revitalized govt interest in building more facilities in the US NVDA reaches all time highs META announces they are building out their computing power with NVDA chips and processors REDDIT looks to go public with an IPO in March Buying CRSP Crispr Therapeutics for week 4 WEEK 1 SELL $PLUG, $HNST, $SHOP. BUY $DVN, $MPW, $NEE, WEEK 2 $NVDA, WEEK 3 $HASI, WEEK 4 $CRSP, Week 5 poll!!! ZS, TSM, C, D, ENB As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them.  ***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing!  FB GROUP:  https://www.facebook.com/groups/3149013668660459/  E-Trade Referral code https://refer.etrade.net/jsebastian1987  https://accounts.binance.us/en/register?ref=53539239  Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD.  Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g  If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"! --- Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

https://youtu.be/CS7vSSPQGZYWelcome to the VectorVest channel! In this video, I will be sharing my in-depth analysis and thoughts on TSM earnings, specifically focusing on semiconductor industry performance. As a passionate investor and analyst, I aim to provide you with valuable insights and break down the key aspects of TSM's earnings report. I have put together a watchlist of my top 20 Semiconductor Stocks. We will discuss Growth Rate in Earnings, Sales Growth Rate and More! Don't miss out on this opportunity to gain insights into one of the most exciting sectors in the global economy. Remember to like this video, subscribe to the VectorVest channel, and hit the notification bell to stay updated on future market analyses and investment insights.   Taiwan Semi. Raises 2024 Revenue by 20%: Why I'm Optimistic Going into Earnings! | VectorVest 

The Nasdaq outperformed even as bond yields and the U.S. dollar rose again. But breadth was suspect again, with advancers only having a slight edge over decliners on both exchanges. TSMC gapped out of a cup with handle base; ARM is holding support at its 10-week line, while URI is pulling back in orderly fashion.

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Die soliden Ergebnisse von Taiwan Semiconductor hebt die Boote im Tech-Sektor. Wir haben zudem sehr viele Kaufempfehlungen in dem Sektor. AMD, Crowdstrike, Electronic Arts, Intel, Microsoft und ServiceNow starten mit positiven Analystenstimmen in den Tag. Dass Richemont nach der Warnung von Burberry solide Zahlen meldet, hilft den Luxus-Werten. Birkenstock kann die Ziele des abgelaufenen Quartals schlagen, leidet aber unter der Aussage, dass die Margen moderat Gegenwind sehen werden. Im Fiskaljahr 2024 wird das Ergebnis vor Zinsen, Steuern und Abschreibung soll in einer Spanne von 520 bis 530 Mio. Euro liegen. Die Wall Street hatte mit knapp 529 Mio. Euro gerechnet. Deutlich unter Druck stehen die Aktien von Discover Financial. Der Ertrag liegt unter anderem wegen gestiegener Kreditkartenausfälle unter den Zielen des Marktes. Die Aktie wird heute Morgen allerdings von zwei Analysten verteidigt. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

https://youtu.be/AlLoHHvwEigTry VectorVest for only $0.99  ➥➥➥ https://www.vectorvest.com/YTVectorVest Merch Store  ➥➥➥ https://vectorvest.com/MerchandiseWelcome to our video on the Evolution of Semiconductor Manufacturing: A Brief History. In this informative and captivating video, we delve into the fascinating journey of the semiconductor manufacturing industry. We will dive into Nvidia, AMD, Intel, ASML, Arm Holdings and Taiwan Semi. We will discuss trends of this industry over the least few decades. Along with where this industry will be going forward.Get ready to embark on this enthralling journey through time as we explore the intriguing history of semiconductor manufacturing. Watch now and gain a deeper appreciation for the incredible progress made within this industry that continues to shape our ever-connected world.   The EVOLUTION of Semiconductor Manufacturing: A Brief History! | VectorVest  

The major indexes had a quiet, half-day session after Thanksgiving, but finished with modest weekly gains, extending the strong gains this month. Novo Nordisk broke out of a new base on plans to bring weight-loss Wegovy to Japan and other new markets early next year. Taiwan Semiconductor is setting up with First Citizens Bancshares also just below a buy point.

After Thursday's retreat, the market rally looked like it was ready to pause. But bulls want to run. The major indexes roared back Friday to above October highs. More leading stocks flashed buy signals, with Taiwan Semiconductor sales fueling chips. MercadoLibre is setting up after its earnings gap while General Electric is right around buy points. 

In this video, we discuss the latest earnings reports from Tesla (TSLA), Lam Research (LRCX), and Taiwan Semi (TSM), and what they mean for a possible end-of-year stock rally. Tesla's Q3 2023 earnings weren't great, with revenue and deliveries below expectations. The EV price war is hurting, and even Elon Musk said Cybertruck production is going to hurt. However, the company is still on track to produce 1.8 million vehicles in 2023, and is making progress on its 4680 battery cell production and new factories in Berlin and Texas. Did Tesla really “dig its own grave” as Musk quipped? Lam Research is expected to recover in 2024, but profit margins could flatline as the company invests in new chip developments. We think LRCX is a moderate buy, and perhaps a better bet on the memory chip market than Micron, given its profitable, repurchasing stock, and pays a 1.3% a year dividend yield. But investors may need to endure some hurdles. TSM's CEO sees the return to industry growth in Q4 2023, driven by the continued strong ramp of its 3-nanometer technology. However, inventory digestion is expected to continue due to the persistent weaker overall macroeconomic conditions, slow demand recovery in China, and ongoing weakness in PC and smartphone sales. Is it time to buy the world's largest and most advanced chip manufacturer? Overall, we are cautiously optimistic about the end-of-year stock rally, in spite of surging interest rates. Tesla, Lam Research, and Taiwan Semi are all well-positioned to benefit from the long-term growth of the semiconductor industry. However, investors should be aware of the potential risks, and invest accordingly. Tune in for this important episode of Chip Stock Investor! If you feel like leaving us a tip you can do so at : https://ko-fi.com/chipstockinvestor Thanks for the support! We use data, charts, and KPI's from our friends at Main Street Data. If you would like to check it out and subscribe to a premium membership here is a link that will get you 10% off

Guy, Dan, and Liz Young from SoFi discuss how the market is responding to Hamas attack against Israel (3:00), the potential for steeper declines in the S&P 500 (12:00), oversold conditions (14:15), earnings season kicking off (19:30), Apple as a “Utility Player” Stock (21:00), Banks (24:15). Later, Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World's Most Critical Technology to discuss how he came to write the book (31:30), the U.S. dependency on chips from other countries (34:00), the market share that Taiwan Semi has (36:00), how a Taiwan invasion could impact the global supply chain (38:30), the advanced chip bans (48:00), the consumer market in China (51:00), national security implications (54:00), and whether we could see some sort of provocation in 2024 (58:00).  Here's how to receive a FREE copy of Chip War: The Fight for the World's Most Critical Technology: Follow & review Okay, Computer. in the podcast store Screenshot the review and email it to contact@riskreversal.com with your mailing address About the Show: On The Tape is a weekly podcast with CNBC Fast Money's Guy Adami, Dan Nathan and Danny Moses. They're offering takes on the biggest market-moving headlines of the week, trade ideas, in-depth analysis, tips and advice. Each episode, they are joined by prominent Wall Street participants to help viewers make smarter investment decisions. Bear market, bull market, recession, inflation or deflation… we're here to help guide your portfolio into the green. Risk Reversal brings you years of experience from former Wall Street insiders trading stocks to experts in the commodity market. Check out our show notes here Learn more about Ro body: ro.co/tape See what adding futures can do for you at cmegroup.com/onthetape. Shoot us an email at OnTheTape@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OnTheTapePod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow Danny Moses @DMoses34 on Twitter Follow Liz Young @LizYoungStrat on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Dan and Guy sit down with Chris Miller, Associate Professor of International History at the Fletcher School at Tufts University and author of Chip War: The Fight for the World's Most Critical Technology to discuss how he came to write the book (1:30), the U.S. dependency on chips from other countries (2:30), the market share that Taiwan Semi has (4:30), how a Taiwan invasion could impact the global supply chain (7:00), the advanced chip bans (16:40), the consumer market in China (19:20), national security implications (22:20), and whether we could see some sort of provocation in 2024 (26:30). View our show notes here Learn more about Ro body: ro.co/okay Email us at contact@riskreversal.com with any feedback, suggestions, or questions for us to answer on the pod and follow us @OkayComputerPod. We're on social: Follow Dan Nathan @RiskReversal on Twitter Follow @GuyAdami on Twitter Follow us on Instagram @RiskReversalMedia Subscribe to our YouTube page

Major averages ended Friday lower as chip stocks slid on demand worries. Wilmington Trust's Meghan Shue and Unlimited Funds' Bob Elliott break down the market action. Our Phil LeBeau reports that Ford plans to lay off 600 workers as UAW strikes ramp up while GM warns of negative ripple effects. Databricks CEO Ali Ghodsi on his company's latest fundraising and a potential IPO timeline. Needham's Charles Shi on Arm's first two days of trading and a Reuters report warning Taiwan Semi is worried about demand. Craft Ventures Co-Founder David Sacks talks his new company SaaSGrid and the state of tech.

The Dow closed higher for its ninth straight session, but Tesla and Netflix dragged down the Nasdaq over 2%. Richard Bernstein Advisers CEO Rich Bernstein and BD8 Capital's Barbara Doran break down the market action, including earnings from CSX, Knight-Swift and Capital One. Morgan talks exclusively with UWM CEO and Phoenix Suns owner Mat Ishbia on the state of the housing market, lending standards and his first months in charge of the Phoenix Suns and Mercury. Unlimited CEO Bob Elliott on regional bank earnings post-SVB collapse. Barclays analyst Brandon Oglenski on the transports sector and Wells Fargo analyst Aaron Rakers talks Taiwan Semi and the health of the broader chip names. 

Earnings drove a wedge between the major indexes, with results lifting the Dow and hitting the Nasdaq. Taiwan Semiconductor contributed to tech woes, while CrowdStrike wiped out recent gains. But the Nasdaq and growth stocks generally look strong stepping back. Meanwhile, Novo Nordisk flashed a buy signal.

In Anbetracht der heute überwiegend enttäuschenden Ergebnisse, halten sich die Futures vorbörslich erstaunlich gut. Wir sehen auf breiter Front zunehmenden Druck auf die Margen, mit stellenweise entweder enttäuschenden Umsätzen oder reduzierten Aussichten. Dazu gehören neben Tesla auch Netflix, IBM, Taiwan Semi, Electrolux, Volvo, SL Green und letztendlich auch United Air. Dort sehen die Aussichten zwar gut aus, aber die Preise für Flugtickets werden mehr Gegenwind sehen. Discover Financial und die Regionalbank Keycorp beklagen zudem steigenden Rückstellungen für mögliche Kreditausfälle. Beide verfehlen die Ertragsziele der Wall Street. Johnson & Johnson und Philip Morris können hingegen die Erwartungen der Wall Street übertreffen. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

► Zur Opening Bell+: https://bit.ly/360kochpc * Ein Podcast - featured by Handelsblatt. Helfen Sie uns, unsere Podcasts weiter zu verbessern. Ihre Meinung ist uns wichtig: www.handelsblatt.com/zufriedenheit In Anbetracht der heute überwiegend enttäuschenden Ergebnisse, halten sich die Futures vorbörslich erstaunlich gut. Wir sehen auf breiter Front zunehmenden Druck auf die Margen, mit stellenweise entweder enttäuschenden Umsätzen oder reduzierten Aussichten. Dazu gehören neben Tesla auch Netflix, IBM, Taiwan Semi, Electrolux, Volvo, SL Green und letztendlich auch United Air. Dort sehen die Aussichten zwar gut aus, aber die Preise für Flugtickets werden mehr Gegenwind sehen. Discover Financial und die Regionalbank Keycorp beklagen zudem steigenden Rückstellungen für mögliche Kreditausfälle. Beide verfehlen die Ertragsziele der Wall Street. Johnson & Johnson und Philip Morris können hingegen die Erwartungen der Wall Street übertreffen. Abonniere den Podcast, um keine Folge zu verpassen! __________________________________________________ ► Zur Opening Bell+: https://bit.ly/360kochpc * ► https://www.instagram.com/kochwallstreet/ ► https://www.facebook.com/markus.koch.newyork ► https://www.youtube.com/user/kochntv ► https://www.markuskoch.de/ *Werbung

We look at the earnings coming in to see where the market is headed! Bank earnings coming in strong from JPMorgan, Citi, Wells Fargo, Blackrock PPI coming in lighter than expected Tesla looking to build 500k ev factory in India Google announces updates to BARD AI chatbot Earnings season in full swing this week United Health surprises to the upside with earnings and raised guidance Microsoft Activision deal keeps moving forward Nasdaq rebalance WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V Visa, WEEK 6 $SPYG, WEEK 7 $VZ, WEEK 8 $GOOGL, WEEK 9 $DE, WEEK 10 $ LAND, WEEK 11 $PFE, WEEK 12 $IRM WEEK 13 $HD, WEEK 14 $ENPH, WEEK 15$AMZN, WEEK 16 $COF, WEEK 17 $CVS, WEEK 18 $TSLA, WEEK 19 $PLUG, WEEK 20 $CVX, WEEK 21 $DE, WEEK 22 $PYPL, WEEK 23 $V, WEEK 24 $RIO, WEEK 25 $KR, WEEK 26 $ENPH, WEEK 27 $LOW, WEEK 28 $GOOGL, WEEK 29 KO WEEK 30 Investing challenge POLL on FACEBOOK group! VOTE NOW! 1. $SBUX 2. $GILD 3. $CRWD 4. $TSM 5. $C As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them.  ***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing!  FB GROUP:  https://www.facebook.com/groups/3149013668660459/  E-Trade Referral code https://refer.etrade.net/jsebastian1987  https://accounts.binance.us/en/register?ref=53539239  Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD.  Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g  If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"! VISA, MCDONALD's, United Health, JPMorgan, NVIDIA, AI, Amazon, QQQ, QQEW, VOO, --- Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

The Daily Business and Finance News Show - Thursday, 29 June 2023 Today's headlines: U.S. said to consider sending long-range missiles to Ukraine Biden administration develops 'safety net' for student loan payments restart AT&T declares $0.2775 dividend Taiwan Semi to send more workers to Arizona to 'ramp up' chip factory Judge in FTC suit to block Activision deal could rule as soon as next week (update) Capital One, Citizens Financial, Truist screen poorly in 2023 Fed stress test Warren Buffett's Berkshire Hathaway boosts Occidental stake to 25% President Biden is ‘very open-minded' about psychedelics, younger brother says Financial stocks boost Dow, S&P while Nasdaq ends flat; yields surge on GDP revision Explanations from OpenAI ChatGPT API with proprietary prompts. This podcast is produced by Klassic Studios Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia stock is surging today and nearing a trillion dollar valuation, driven by spiking demand for its AI GPUs. But there may be other ways to play that boom. Taiwan Semi manufactures Nvidia and other big tech companies' chips, and Softbank-owned Arm helps companies bring AI chip design in-house, cutting out the middleman. The stock is actually cheaper now than it was yesterday, thanks to a “guidance for the ages.” 

The market rebounded bullishly on rising optimism for a debt-ceiling deal. The Nasdaq hit a fresh 2023 high, the Dow Jones reclaimed its 50-day line. Several stocks broke out or flashed buy signals, including Royal Caribbean, Taiwan Semiconductor and ServiceNow.

We take a look at some stocks that look to be undervalued and prime for the picking on this episode of 'Let It Grow Investing' CNHI reported an eps beat and revenues in line but traded down? Other industrials to buy? Inflation, rising labor costs could hurt the bottom line. People still need to shop...where will they spend their money? Did Enphase guide lightly to what they are actually seeing on Main St? We take a closer look Why is Taiwan Semi trading at a P/E of 2? WEEK 1 Investing Challenge BUY $VOO, WEEK 2 $QQQ, WEEK 3 $MPW, WEEK 4 $MSFT, WEEK 5 $V Visa, WEEK 6 $SPYG, WEEK 7 $VZ, WEEK 8 $GOOGL, WEEK 9 $DE, WEEK 10 $ LAND, WEEK 11 $PFE, WEEK 12 $IRM WEEK 13 $HD, WEEK 14 $ENPH, WEEK 15$AMZN, WEEK 16 $COF, WEEK 17 $CVS, WEEK 18 $TSLA, WEEK 19 $PLUG, WEEK 20 $CVX WEEK 21 Investing challenge POLL on FACEBOOK group! VOTE NOW! 1. $DE Deere 2. $CAT Caterpillar 3. $WMT Wal-Mart 4. $ENPH Enphase 5. $TSM Taiwan Semiconductor As always, I thank each and every one of you for listening in, voting, and following along to the podcast and group! It has been a fun journey gathering info and sharing it with you all every week. Please make sure to subscribe, share and should you have questions, please feel free to ask and I'll do my best to cover them.  ***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing!  FB GROUP:  https://www.facebook.com/groups/3149013668660459/  E-Trade Referral code https://refer.etrade.net/jsebastian1987  https://accounts.binance.us/en/register?ref=53539239  Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD.  Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g  If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"! VISA, MCDONALD's, Archer Daniel Midland, United Health, JPMorgan, Boeing, Russia gazprom, taiwan arms package, Jobs report, defense stocks, agriculture --- Send in a voice message: https://podcasters.spotify.com/pod/show/letitgrow/message Support this podcast: https://podcasters.spotify.com/pod/show/letitgrow/support

Banks need some inflows - giving away prizes for deposits. Earnings season is about to begin - looking for a significant downside for growth. Yields ticking lower as recession fears bump inflation worries. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm Up - Easter and holiday season coming to an end... - A NEW Closest to The Pin Announcement - Bond yields way down - what does that mean? - Free Toasters Making a comeback - Gold, metals, alts, COINS! Market Update - Falling Yields - may be a bit much - Employment report - mixed bag - Earnings season starts this week - Big Banks - Apple news - PC Demand DONATIONS - April Donations - Bring May Flowers Earnings Season Prep - Going to be some bad guidance... If actions by companies any guide - Example - Google letter about 2008 and getting in advance so they can say - we are ahead of this... - Banks - what good can they say? Or maybe at worst levels? -  S&P 500 Estimates - looking for -7% YoY growth for earnings How Bad? Tech bad... - Apple Mac shipments fell 40.5% in the first quarter of 2023, compared with the same time the prior year, market intelligence provider IDC said. --- Apple's worldwide PC market share dropped between the first quarter of 2022 and the first quarter of 2023, from 8.6% to 7.2%, according to IDC data. - All five of the largest computer makers — Apple, ASUS, Dell, HP and Lenovo — saw double-digit drops in first-quarter shipments, reflecting weaker demand and persistent inventory woes. But Apple's decline was the biggest of the bunch. - Taiwan Semi - slowing production as demand is not there Employment Report - March nonfarm payrolls 236K vs consensus 239K; prior revised to 326K from 311K - March unemployment rate 3.5% vs consensus 3.6%; prior 3.6% - March avg. hourly earnings 0.3% vs.consensus 0.3%; prior 0.2% - March avg. workweek 34.4 hours vs consensus 34.5; prior 34.5 - 25% of the employment gains were in services (restaurants, bars and hotels) Home Price Outlook - Moody's expects 98% of major markets to post a home price decline over the coming year. - According to Zillow, tight supply will make it hard for home prices to fall much heading forward. - Through the first two months of 2023, the biggest home price drops were found in markets like Austin (down 2.5% since December), Boise (down another 2.4%), Las Vegas (down another 2.4%), Phoenix (down another 2.2%), and San Jose (down another 2.1%). - Western US home values seem the most detached from fundamentals according to reports. Bond Yields - Dropped due to banking crisis - Even with FED pressing on - still lower (3.4% on 10-year)| - Heavy Inversion - Recession now the play versus inflation worries Sky Is Falling - Starlink seems to have a problem - Satellites are falling out of orbit and coming back dosn to earth (something Elon will never do) - Astrophysicist Jonathan McDowell tracks SpaceX's satellite activity, and said that at present "at least 14" of the company's devices were "on their way down". - Reports show that the satellite in question likely burned up as it attempted to reenter the Earth's atmosphere, meaning traces of it will be incredibly hard to find. AS the Sky is Falling ... - Investors snapping up alternatives - Gold >$2,000 - Silver in rally mode - Bitcoin > $30,000 (but 1 bitcoin is still 1 bitcoin - Ether > $1,900 Meanwhile - Fed is full CYA mode - Federal Reserve Bank of New York President John Williams said on Monday that financial system troubles that drove the central bank to provide large amounts of credit to banks is not collateral damage from the Fed's aggressive effort to lower inflation.

Taiwan Semi posting its first monthly drop in revenue in nearly four years, and Apple seeing a huge drop in PC shipments for the latest quarter. What these two data points could signal about Q1 tech earnings. And speaking of earnings, banks kick off the season in a few days, giving us our first look at the impact of the banking crisis. Former FDIC Chair Sheila Bair is watching for in the results. Fast Money Disclaimer

Straight from Benzinga newsdesk, hosts Brent Slava and Michael O'Connor bring you the market news and stocks to watch.Subscribe to our Stocks To Watch Newsletter here : https://go.benzinga.com/sales-page-187126583617110118712659 $TSM $AAPL $KHC $MCK $CRMToday is the last day for hedge funds to file notice of their holdings as of the quarter ended December 31, 2022. These SEC filings are referred to as 13F filings.To hear more about "13F season" and how to incorporate the knowledge into your trading or investing strategy, tune into Benzinga's daily Stocks To Watch podcast on Benzinga's Twitter around market open or on Spotify or Apple after 10 a.m. EDT.Taiwan Semi (TSM) -Warren Buffett's Berkshire Hathaway cut their stake in Taiwan Semi by nearly 90% over last quarter. Despite the reduced position, Buffett and Berkshire still hold nearly 9 million American Depositary Shares (ADS) of Taiwan Semi.Apple (AAPL) -Buffett purchased more than 300,000 shares of Apple by the end of last quarter, bringing Berkshire's total position in the stock to nearly 900 million shares.Kraft Heinz (KHC) -Buffett sold shares of Kraft Heinz over the quarter but still holds a whopping 423 million shares of the company, about 35% of the company's total outstanding shares.McKesson (MCK) -Berkshire cut its stake in this healthcare company by about 10% to around 3 million shares.Salesforce.com (CRM) -Shares rallied last week following a Wall Street Journal report activist investor Dan Loeb and his hedge fund, Third Point, took a stake in Salesforce. The report was not yet confirmed despite the hedge fund 13F filings hitting this week as those 13F filings are for the end of the last quarter and the reported stake by Loeb would have been purchased in the last month or so.Hosts:Brent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga NewsdeskMichael O'Connor Reach out to Michael at michaeloconnor@benzinga.comBenzinga Strategy Developmentpro.benzinga.comto make this content better!If you have ideas for stocks we should cover or have feedback about the info or presentation, please drop us a line at newsdesk@benzinga.com or aslicoskun@benzinga.comAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

The CCM Investing Power Hour is a live-streamed show every Thursday at 4:00 PM PST. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube channel here: https://www.youtube.com/c/ChitChatMoney Follow the show on Twitter: https://twitter.com/chitchatmoney Subscribe to our newsletter: https://chitchatmoney.substack.com/ ****************************** This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/ ****************************** Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

In der heutigen Folge „Alles auf Aktien“ sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über die Rallye einer deutschen Biopharma-Aktie, einen Recyclinggewinner und das geheime Schnäppchenmuster. Außerdem geht es um Coinbase, AMD, Nvidia, Tesla, Befesa, Carbios, Deutsche Post, Sixt, Vonovia, Hypoport, ​​​​BNP Paribas Easy ECPI Circular Economy Leaders (WKN: A2PHCA), VanEck Crypto and Blockchain Innovators ETF (WKN: A2QQ8F), MSCI Emerging Markets (WKN: ​​​​A0RPWJ), Lyxor MSCI Emerging Markets ex China (WKN: LYX99G), iShares MSCI EM SRI (WKN: A2AFCZ). WisdomTree EM ex-State-Owned Enterprises ESG Screened (A2QPTX), First Trust Emerging Markets AlphaDEX (WKN: A1T861), Invesco FTSE Emerging Markets High Dividend Low Volatility (WKN: A2AHZU) und Invesco FTSE RAFI Emerging Markets ETF (WKN: A0M2EK), Taiwan Semi, Tencent, Samsung Electronics, Alibaba, Meituan. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Get the latest insights on Taiwan Semiconductor stock and learn how recent updates affect TSMC investors and TSM stock prices. Jose Najarro believes Taiwan Semi stock has numerous bullish reasons, but there might be some bearish reasons for this chip stock giant. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/jose to get access to my special offer. The Motley Fool Stock Advisor returns are 338% as of 12/21/2022 and measured against the S&P 500 returns of 110% as of 12/21/2022. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well.I have position in TSMSemiconductor PodcastNewsletterhttps://www.fool.com/josenajarroDISCORD GROUP!! https://discord.gg/wbp2Z9STwitter: https://twitter.com/_JoseNajarroDISCLAIMER: I am not a financial advisor.  All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions.  Please do your own research and talk with a financial advisor before making any investing decisions.

Market has gotten shaky with the S&P 500 trying to break that resistance to move higher past 4100. Will we ever break out of this funk that we are in? We look at the current state of the market; identifying some problems, look for opportunities and build long term plans in our highest convictions namesin order to build long term wealth! Taiwan Semi building in Arizona Apple to manufacture chips with TSM in the US Palantir and CDC renew 5 year deal for $443M Nvidia and Deustche Bank partner to build AI and Machine learning Lowe's issues $15B in buybacks, raises outlook Southwest $LUV reinstates dividend payment Microsoft deal with Activision update Week 49 of our Investing Challenge ends with a $AMZN AMAZON win! Buying on Monday in our WeBull portfolio Week 50 INVESTING CHALLENGE on "Let it Grow Investing - podcast" on Facebook! FB GROUP: https://www.facebook.com/groups/3149013668660459/ 1. NXPI NXP Semiconductors 2. MA Mastercard 3. D Dominion Energy 4. BAX Baxter International 5. MED Medifast ***Not investing advice, simply what I am looking to do in my own portfolio while understanding my risks, timeline, age, income, debt and other factors!!*** As always, thank you for continuing to support the page and podcast, by liking, subscribing and sharing! FB GROUP: https://www.facebook.com/groups/3149013668660459/ E-Trade Referral code https://refer.etrade.net/jsebastian1987 https://accounts.binance.us/en/register?ref=53539239 Use my referral link https://crypto.com/app/3jsnadjrsq to sign up for Crypto.com and we both get $25 USD. Open an account on webull, make a deposit and get a free share valued between $8-$2000!! https://a.webull.com/iq6NLY31wXgKyPlM1g If anyone is reading down here, you are the real MVP!! Thanks for your support and making our community a better place and for making me a better investor. I hope you've learned something; I certainly have! Let's get out there and "LET IT GROW"! --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/letitgrow/support

Straight from Benzinga newsdesk, host Brent Slava brings you the market news and stocks to watch.Subscribe to our Stocks To Watch Newsletter here : https://go.benzinga.com/sales-page-187126583617110118712659Hosts:Brent Slava Reach out to Brent at brent@benzinga.comSr. Reporter, Head of Benzinga NewsdeskMichael O'Connor Reach out to Michael at michaeloconnor@benzinga.comBenzinga Strategy Developmentpro.benzinga.comIntel (INTC) -Big news in the chip space Monday evening: Berkshire Hathaway's (BRK/A, BRK/B) Warren Buffett disclosed a $4 billion stake in Intel competitor, Taiwan Semi (TSM). Despite press over the last six months or so which highlighted major investments in US semiconductor infrastructure by the US government, the Oracle of Omaha apparently liked Taiwan Semi as an investment more than a US player like Intel.Netflix (NFLX) -Analysts at Bank of America restarted coverage on Netflix Tuesday morning with Buy rating and $370 price target. As shares of Netflix traded around $311 Tuesday morning, the firm's new price target represented potential upside of about 19%.Best Buy (BBY) -Will report quarterly results on Tuesday of next week. The company historically reports around 6 a.m. ET.SI-BONE Inc. (SIBN) -A play on a medical device company. SI-BONE is a developer of a minimally invasive surgical implant system for the treatment of lower back pain. An analyst at Needham Monday morning alerted investors a recent pullback in SI-BONE shares created a buying opportunity in the stock.Pineapple Energy (PEGY) -An ongoing momentum play. Shares of this low-float penny stock were up about 30% Tuesday morning following earnings from the company.We're always looking for ways to make this content better!If you have ideas for stocks we should cover or have feedback about the info or presentation, please drop us a line at newsdesk@benzinga.com or aslicoskun@benzinga.comUse coupon code YOUTUBE20 to get 20% offDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Berkshire Hathaway Inc said it had bought stock in Taiwan Semiconductor Manufacturing Co worth more than $4.1 billion. The company owns 60.1 million American depositary shares in the world's largest contract chipmaker, which posted an 80 percent profit increase in its third quarter due to demand from Apple Inc. — The Daily Morning Note is a round-up of local and global business headlines that you need to know to get ahead of your day. This programme is brought to you by PYTCH Media, a creative studio powered by PhillipCapital — investing made simple and educational. Subscribe and follow PYTCH Media: LinkedIn: https://tinyurl.com/YTLinkedIn Podcast: https://tinyurl.com/YTanchor Twitter: https://tinyurl.com/twitterYT Facebook: https://tinyurl.com/FaceBYT Instagram: https://tinyurl.com/InstaYT Website: https://tinyurl.com/PYTCHWebYT Youtube: https://tinyurl.com/PYTCHYoutube Also available on: Telegram: https://t.me/GlobalInvestmentsPhillip Podcast: https://tinyurl.com/YTanchor PhillipCapital Facebook: https://tinyurl.com/PhillipCaptialFBYT #PhillipCapital #YourPartnerinFinance #Servingyousince1975 #PYTCH #PYTCHMedia #DailyMorningNote #DailyNews #FinanceNews

Radio Show #2022-3, Podcast #35 Chips, Green Germany, Border Crisis Motivation?   DISCLAIMER:  This broadcast is intended for educational purposes only and does not constitute investment advice or an offer to buy or sell any security or insurance product. All information provided here is for educational purposes only and does  not constitute investment, legal or tax advice, an offer to buy or sell any security or insurance product; or an endorsement of any third party or such third party's views.  All examples are hypothetical and for illustrative purposes only.  Please contact us for an assessment of your personal financial circumstances and to obtain personal investment advice.  927-6400     Value vs Growth, YTD: Vanguard S&P 500 Growth ETF (LCG): -13.27% Vanguard S&P 500 Value ETF (LCV): -3.33% Vanguard S&P 400 Mid-Cap growth ETF: -12.64% Vanguard S&P 400 Mid Cap Value ETF: -4.67% Vanguard Small Cap 600 Growth ETF: -11.06% Vanguard Small Cap 600 Value ETF: -5.19% So far, value is SIGNIFICANTLY outperforming growth stocks YTD. BTW, since interest rates have jogged-up slightly, Vanguard's long-term bond ETF is down 4.14% YTD. https://investor.vanguard.com/etf/list#/etf/asset-class/month-end-returns (https://investor.vanguard.com/etf/list#/etf/asset-class/month-end-returns)         A large part of any financial adviser's job is RISK MANAGEMENT. THIS IS NOT A RECOMMENDATION TO BUY OR SELL ANY SEMICONDUCTOR STOCKS: This is really important folks.  We all need to start paying attention to what's happening in China and Russia; developments that could possibly have a dramatic effect on Americans under the Biden administration:  What are computer chips used in? Computers use computer chips. Cars & Trucks have 30-100 microprocessors in them. 18 wheelers that deliver all of our goods use computer chips. Airplanes use lots of computer chips.  So do satellite communications & FAA radar systems. Coffee makers & calculators, & TV's and tv clickers use chips.  Radios use chips. Ovens & stoves & dishwashers, dryers and washing machines all use chips. Every factory that makes the stuff we buy uses a multitude of computer chips. Power tools use chips. Gasoline pumps use chips. Cash registers use chips. I guarantee you that your bank uses computer chips.  And how about your doctor and hospital?     Now For a Brief History of Taiwan: As a result of the surrender and occupation of Japan at the end of World War II, the island of Taiwan was placed under the governance of the Republic of China (ROC). Following the end of the Chinese Civil War in 1949, the ROC government retreated from the mainland as the Mao's Communists proclaimed the establishment of the People's Republic of China.   The ROC government declared Taipei the temporary capital of the ROC. For many years, the ROC and PRC each continued to claim in the diplomatic arena to be the sole legitimate government of "China". In 1971, the good old United Nations expelled the ROC and replaced it with the PRC aka the commies.     *The official Chinese budget for military spending last year was approx $210 byn.  U.S estimates run slightly higher. * China will spend over $300 billion on importing semiconductors this year.  China is the world's largest importer of computer chips. * Which is to say that China spends 43% more buying semi conductors than it does on it's military. * Only 6 percent of semiconductors used in 2020 by Chinese firms were made in China.     * Taiwan Semi-conductor (TSM) makes 92% of the world's most sophisticated chips, which have transistors...

Martin Smith from Anchor Capital chose Krane Shares China ETF as his stock pick of the day and Jacobus Brink from Novare chose Taiwan Semi Conductors

In der heutigen Folge „Alles auf Aktien“ berichten die Finanzjournalisten Anja Ettel und Holger Zschäpitz über eine schnöde Absage in der Social-Media-Welt, neue Pläne mit altem Namen bei Facebook und über das diversifizierte Investieren in die spannende Fintech-Welt. Außerdem geht es um Vantage Towers, Siemens Energy, Baidu, ASML, Taiwan Semi, Varta, Social Chain Group, Coinbase, Porsche, VW, SAP, Bitcoin, Ether, PayPal, Pinterest, Hertz, Toyota Motors, Invesco KBW Nasdaq Fintech (WKN: A2DHWJ), Ark Fintech Innovation (WKN: A2PEAN) und Global BIT Fintech Leaders (WKN: A2QJLA). "Alles auf Aktien" ist der tägliche Börsen-Shot aus der WELT-Wirtschaftsredaktion. Die Wirtschafts- und Finanzjournalisten Holger Zschäpitz, Anja Ettel, Philipp Vetter, Daniel Eckert und Nando Sommerfeld diskutieren im Wechsel über die wichtigsten News an den Märkten und das Finanzthema des Tages. Außerdem gibt es jeden Tag eine Inspiration, die das Leben leichter machen soll. In nur zehn Minuten geht es um alles, was man aktuell über Aktien, ETFs, Fonds und erfolgreiche Geldanlage wissen sollte. Für erfahrene Anleger und Neueinsteiger. Montag bis Freitag, ab 6 Uhr morgens. Wir freuen uns an Feedback über aaa@welt.de. Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören.

Die Sorgen von letzter Woche sind verflogen! Einhergehend mit den guten Quartalszahlen aus dem Finanz-Sektor, wie auch bei Taiwan Semi, Hugo Boss, UnitedHealth und Walgreens hebt sich die Stimmung deutlich. Dass die Einzelhandelsumsätze im September alle Erwartungen ebenfalls deutlich übertrifft, sorgt ebenfalls für gute Laune. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

After a decade of underperformance, oil and energy stocks kicked off 2021 with a bang, rising more than 30% to start the year. But it's seen a sharp pullback in Q3 and is so far the worst sector in the S&P. Veteran oil expert Paul Sankey joins us with his take. Plus chip stocks seeing their worst day in two months after Taiwan Semi reported results. We'll dive in to what's next for the space.

Taiwan Semiconductor Manufacturing Company (#TSM) shares are currently trading at $117.53, which puts them down -16% from highs of $141. Is this a buy on dip opportunity? Earlier this morning, TSM announced Q2 earnings, which left analyst skeptical. The semiconductor company reported Q2 GAAP EPS of $0.93 (beats by $0.02) and revenue of $13.29B (misses by $20M). Today alone shares slipped -5% on the revenue miss. But are investors missing the bigger picture? Taiwan Semi was able to book grow margins of 50%, operating margins of 39%, and are expecting to increase revenue for Q3 by +$1.4B. Is TSM a buy on dip opportunity?

TSM, Taiwan Semiconductor Manufacturing Company, is set to release its second-quarter 2021 results on July 15. The company is expected to benefit from the strong momentum in 5G smartphone launches in the second quarter of the fiscal year. Taiwan Semi expects revenue of $12.9 billion to $13.2 billion. TSM shares gained 1.04% today while the broader markets are down 0.3%.

War da was? Ein Schluckauf! So fühlen sich die Verluste vom Vortag an. Vorbörslich kann der Dow Jones sämtliche Kursverluste wieder wettmachen. Wir haben wieder Gegenbewegung bei den Renditen der US-Staatsanleihen. Die ziehen jetzt leicht an, das gleiche betrifft chinesische Aktien, die an der Wall Street gehandelt werden. Die hat es die letzten Tage ziemlich getroffen. Jetzt sehen wir eine technische Gegenbewegung. Aber die Bank of America mahnt, dass am amerikanischen Aktienmarkt der Gegenwind eher zunehmen dürfte. Und das ist wohl auch das Fazit der Woche. Morgan Stanley und Goldman Sachs und nun auch die Bank of America äußern sich im Bestfall nur gedämpft optimistisch zu den kurzfristigen Aussichten des Aktienmarktes. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • Facebook: http://fal.cn/SQfacebook • Twitter: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Taiwan Semiconductor American depositary shares are trading 1.42 percent lower on Monday. Morgan Stanley analyst Charlie Chan downgraded the world's largest contract-chip manufacturer from Overweight to Equal Weight, while lowering his price target on the company's Taipei-listed shares. According to Chan, Taiwan Semi's gross margins may begin to deteriorate.