How skywater technology's unique positioning alleviates its exposure to semiconductor cyclicality

CNBC's Kayla Tausche, joins 'The Exchange' to discuss the scramble to receive grant funding for semiconductor chips and parameters for securing grant ...

February 28, 2023, 2:55 pm

Where will nvidia stock be in 1 year?

The chipmaker's cyclical slowdown could end in 2023....

February 27, 2023, 8:34 am

Australia maintains key macroprudential policy settings - warns of possible deterioration

The Australian Prudential Regulation Authority (APRA) with a statement this morning here.

APRA has affirmed its macroprudential policy setti...

February 26, 2023, 11:48 pm

Thanks to ai, servers just passed smartphones in this key market

Will the adoption of AI make the semiconductor market less cyclical?...

February 26, 2023, 7:54 am

Brady: fundamentals strong, but less margin of safety now

Established in 1914, Brady Corporation has increased its dividend 37 consecutive years. Brady's products are relatively anti-...

February 26, 2023, 2:44 am

Ashland: risen from the ashes

Ashland, Inc. has seen a great transformation over the past couple of years. The company has moved from a cycl...

February 23, 2023, 12:20 pm

Divo: a fund with good balance that could outperform in an inflationary environment

The Amplify CWP Enhanced Dividend Fund has a good balance of cyclical and more conservative investments...

February 23, 2023, 8:31 am

Firstcash holdings: will credit continue to be benign?

FirstCash Holdings is a leading operator of pawn stores in the U.S. and Latin America. Pawn is countercyclical...

February 22, 2023, 1:47 pm

Vig: a fund likely to offer decent growth but minimal income

The Vanguard Dividend Appreciation ETF has underperformed the S&P 500 and most of the major indexes over the last 10 years because of the exchange-tra...

February 21, 2023, 3:29 pm

Morgan stanley’s top three themes in chinese equities

Our bullish view on Chinese equities is not just about reopening, nor is it only a cyclical call. Morga...

February 18, 2023, 1:44 pm

Pjt was not that well positioned for the latter half of the downcycle

PJT was an interesting idea, and indeed one that was given a premium by markets, because it might have benefited from economic strife. It seems that w...

February 16, 2023, 8:52 pm

Huntsman corporation: on a hunt

Huntsman Corporation has seen a real transition over the past decade. Originally being a cyclical commo...

February 16, 2023, 6:55 pm

2 cyclical stocks for your mid-february 2023 watchlist

2 cyclical stocks to watch in the stock market this week....

February 16, 2023, 12:30 pm

Tyson foods stock is down 40% from its high. time to buy?

The market's forgetting the highly cyclical nature of the meat business....

February 16, 2023, 6:35 am

Weis markets: cyclical growth, a reason to rate hold

Weis Markets, Inc. revenue and profit growth are cyclical and have plateaued. Even though the Inventory...

February 14, 2023, 8:59 pm

Intc vs. tsm: there is a clear winner

Understanding the Chip Wars and the geopolitical landscape remains critical for allocating capital to semiconductor stocks. Under a comparative contex...

February 14, 2023, 3:39 pm

Sdog maintains s&p 500 outperformance over 1- and 3-year periods

The ALPS Sector Dividend Dogs ETF (SDOG) has maintained its S&P 500 outperformance over one- and three-year periods while offering an attractive divi...

February 14, 2023, 12:38 pm

Vti: likely to underperform in an inflationary environment

The Vanguard Total Stock Market ETF is invested almost exclusively in cyclical companies and growth sto...

February 14, 2023, 7:48 am

Crh: reiterating buy on attractive valuations

The Irish construction company CRH has seen a 14% price uptick since I last wrote about it in late November last year. This was to be expected. CRH's ...

February 14, 2023, 5:42 am

Caterpillar stock falls after baird recommends investors cash in

Shares of Caterpillar Inc. fell Monday, after the construction- and mining-equipment maker was downgraded by a long-time bullish analyst who said he b...

February 13, 2023, 8:50 am