In our June 3 post, we concluded that the resurgent Intel Corporation (INTC), which had weathered back-to-back quarterly losses amid softening PC demand, consequent surplus inventory, and realignment toward GPU-heavy and AI-centered enterprise demand, could be worth more than what was being suggested by its market price at that time. By announcing its return to profitability during […]

Although the U.S. is working to strengthen its domestic chip sector, various issues like competition from China, labor shortages, and macroeconomic headwinds continue to impact the industry. Hence, I think while Advanced Micro Devices, Inc. (AMD – Get Rating) is best avoided, investors could wait for a better entry point for Veeco Instruments Inc. (VECO – Get Rating) and […]

Despite the economic and geopolitical uncertainties, the travel industry’s long-term prospects look bright, thanks to pent-up demand for leisure travel. Amid this backdrop, investors could watch travel stocks Royal Caribbean Cruises Ltd. (RCL – Get Rating), Carnival Corporation & plc (CCL – Get Rating), and Norwegian Cruise Line Holdings Ltd. (NCLH – Get Rating) witnessing surprising growth and momentum. With the […]

We are in an interesting phase of the stock market cycle. The monetary and valuation models flash yellow and red, while momentum and sentiment are bright green. And the Federal Reserve has raised rates at a faster pace than ever before, which is going to hurt stock prices eventually. Interest rates are a vital component […]

Fast food giant McDonald’s Corporation (MCD) has been in the news for all the wrong reasons lately. Its popular Big Mac meal was at the center of the controversy after Twitter user Sam Learner shared a photo of McDonald’s Darien rest stop menu where a Big Mac meal was priced at $17.59, while a Quarter Pounder with […]