9-8-2023 – Can Investors Make Sense Out of the Microchip Sector? episode artwork

EPISODE · Sep 9, 2023 · 45 MIN

9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?

from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

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 and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands

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9-8-2023 – Can Investors Make Sense Out of the Microchip Sector?

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This episode is 45 minutes long.

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This episode was published on September 9, 2023.

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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...

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