Tech: The Industry Powering the Digital Revolution

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Tech: The Industry Powering the Digital Revolution

FromIndustry Focus

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33 minutes

Released:

Jun 4, 2021

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Podcast episode

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Analysts Jason Hall and John Rotonti guest host this episode on the semiconductor industry. Listen in for a breakdown of how semiconductors are made, the major players throughout the value chain, and the most investable ideas in the space. Check out more of our content here: Podcasts Youtube Twitter Reach us by Email @ IndustryFocus@fool.com

Released:

Jun 4, 2021

Format:

Podcast episode

Titles in the series (100)

Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.

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CG: What’s Next for the U.S. Grocery Industry?: It’s a time of major upheaval for the grocery business. Companies big and small are struggling with changing consumer demand. How to handle that was the main topic at GroceryShop, a trade show that brought the industry together taking place now in... by Industry Focus
20 min listen
Energy: What Wall Street Got Wrong This Week by Industry Focus
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Tech: Discover Weekly - Spotify & Twitter: More big name tech earnings came out this week! On this episode we break down the new metrics Twitter is giving investors (and what they're taking away) and how Spotify managed to eek out its first ever operating profit. by Industry Focus
23 min listen
Energy: The UAW Strikes Against GM -- What It Means for Investors: On Monday, the United Auto Workers (UAW) announced a nationwide strike against General Motors (GM), the first nationwide strike from the union since 2007. This strike occurs at an interesting time for the industry, with automakers having enjoyed a... by Industry Focus
18 min listen
Consumer Goods: Kraft Heinz Stays Cagey With Its First Quarterly Earnings Release by Industry Focus
18 min listen
Tech: What to Expect in 2017: We look ahead to the new year and make a few predictions about wearables, M&A, and where big tech companies will be focusing their resources. by Industry Focus
17 min listen
Healthcare: Pfizer Takes Aim At Regeneron, And UnitedHealth's Earnings Update: Pfizer's latest phase 3 trial results put its promising eczema drug on a path to challenge Regeneron and Sanofi's $2 billion-per-year drug, Dupixent. Also, how Regenxbio and Adverum Biotechnologies hope to change how a we treat a common cause of... by Industry Focus
26 min listen
Tech: Apple’s Big Day: Tech: Apple’s Big DayWe’ve set our eyes on the new iDevices! Apple has a refresh of its iPad, iPhone and Watch products, but those new developments have taken a backseat to the company’s larger commitment to streaming services. We dig into the... by Industry Focus
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Tech: Apple – Then and Now by Industry Focus
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Healthcare: How Doctors Treat Dementia and Lung Cancer Could Be About to Change: Acadia Pharmaceuticals' dementia-related psychosis trial offers new hope to patients diagnosed with Alzheimer's disease. Also, results from a lung cancer trial just strengthened Eli Lilly's leadership in precision medicine. Stocks:... by Industry Focus
20 min listen
Social Media Swandive? What Happened With Facebook, Twitter and LinkedIn’s Earnings by Industry Focus
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Financials: A New Fintech IPO and Real Estate Plays on Tech and Cannabis: In this week’s episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP take a closer look at recent fintech IPO Bill.com (NASDAQ: BILL). Then, Frankel looks at real estate investment trusts CoreSite (NYSE:... by Industry Focus
29 min listen
Tech: Big Tech Check-in: Facebook CEO Mark Zuckerberg recently made comments about the company's ability to defend itself from anti-trust proceedings, so we revisit Senator Elizabeth Warren's outline for how and why companies like Amazon, Facebook, and Alphabet should be... by Industry Focus
23 min listen
Financials: The Fed’s Underwhelming Rate Cut and the Future of Payment Processing: The Federal Reserve cut interest rates by 25 basis points, as expected. In this episode of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss why the market wasn’t thrilled, and what could be coming next.... by Industry Focus
24 min listen
Energy: A Rundown of This Week’s Big Earnings Stories by Industry Focus
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Healthcare: Will Vaping Deaths Derail Marijuana Stocks? Plus, A New Treatment for Peanut Allergies Advances: A wave of vaping related illnesses has resulted in at least seven deaths. Here's what people should know about vaping health risks and the potential impact on cannabis companies. Also, Aimmune Therapeutics peanut allergy pill clears an important... by Industry Focus
26 min listen
CG: Retail Spin-Outs: These days it seems like all the struggling retailers are taking their strongest performing brands and spinning them out from the larger parent companies. J Crew plans to take its Madewell brand public, and Gap intends to spin out Old Navy. Why are so... by Industry Focus
33 min listen
Energy: Plumbing Permian Pipelines for Plentiful Dividends: With oil and gas production exploding in the U.S., takeaway capacity is running low, leading to oversupply and even flaring of unwanted natural gas that producers can’t get to market. That creates opportunities for midstream companies, businesses... by Industry Focus
24 min listen
Energy: The Military’s Autonomous Future: Earlier this month, FedEx announced that it would no longer provide domestic express service to Amazon. What does this breakup mean for Amazon, e-commerce, and the future of logistics? Motley Fool Contributor Dan Kline joins the show to answer this... by Industry Focus
26 min listen
Healthcare: 2 Recent IPOs That Have Our Full Attention: 2019 has been a banner year for big name IPOs, but several newly minted public companies have flow under-the-radar of most investors. On this episode of Industry Focus: Healthcare, host Shannon Jones talks with healthcare specialist Brian... by Industry Focus
25 min listen
Headline: CG: Is Michael’s a Value Stock or a Value Trap?: Michael’s is the largest craft retailer in North America, but is it a good stock? With shares down more than 40% since most recent its IPO in 2014, some may quickly dismiss the company. However, on closer inspection the company appears like it could... by Industry Focus
38 min listen
Energy: The Life and Legacy of T. Boone Pickens: T. Boone Pickens passed away earlier this month on September 11, leaving a legacy as a wildcatter, corporate raider, alternative energy advocate, and philanthropist. Fool Contributor Jason Hall joins the show to discuss Pickens’ life and the lessons... by Industry Focus
37 min listen
Financials: The Future of Fintech - $280 Billion in Payments Revenue and More: A new report predicts that banks are likely to lose as much as $280 billion of their payments revenue by 2025, thanks to fintech disruption from companies like Square (NYSE: SQ), PayPal (NASDAQ: PYPL), and others. Here’s why investors may want to... by Industry Focus
30 min listen
Healthcare: How Shows Like Grey's Anatomy Influence Patient Perceptions: The doctors on TV make it look like curing disease is simple and that the hospital industry is exciting, but the reality is far different than the fiction. Also, how one big challenge for charity paid off with a... by Industry Focus
20 min listen
Healthcare: 3 Companies That Are Lowering The Cost of Care: Americans spend more than $3.5 trillion on healthcare each year. That amounts to $10,739 in per-person spending, which is almost twice as high as the average developed country. The ever-rising costs are creating enormous opportunities for any company... by Industry Focus
28 min listen
Tech: Google Scoops Up Fitbit: Shares of Fitbit spiked this week after the company announced Google was buying the wearables maker for $2.1B. The acquisition marks a turning point in Google's approach to the wearables market, we explain what it could mean and hit recent earnings... by Industry Focus
23 min listen
Energy: Tesla’s Big Quarter: Tesla shocked the investing world on Wednesday night, reporting a surprise profit and positive free cash flow in its third quarter earnings report. Motley Fool Analysts Jim Mueller and Jim Gillies join the show to break down the numbers. Stocks... by Industry Focus
35 min listen
Financials: Apple's New Card, Wells Fargo's New CEO & Plenty of Stock Ideas!: On this week’s episode of Industry Focus: Financials host Jason Moser and Fool.com contributor Dan Kline dig into how Apple Card measures up to its competitors and they take a look at the challenges in store for Wells Fargo's new CEO. Then be sure... by Industry Focus
29 min listen
Energy: The NextEra of Renewable Energy (Part 2): Last week, we broke down NextEra Energy, the largest renewable energy provider in the United States. Now, we’re diving into another part of the NextEra Energy family, NextEra Energy Partners (NEP). Motley Fool Contributor Matt DiLallo returns to the... by Industry Focus
16 min listen
Tech: Manhattan Associates: We're back with another deep dive on a software company currently undergoing the transition from the license model to SaaS -- Manhattan Associates. We run the company through contributor Brian Feroldi's checklist. Stocks: MANH Check... by Industry Focus
22 min listen

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CG: The Business of Haircare: Olaplex is a nearly $17 billion dollar hair care business that has made its name by combining science with influence. But does this recent IPO have what it takes to be the next best consumer goods business? Join Motley Fool analysts Sanmeet Deo and... by Industry Focus
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Tech: Dealing with Downturns: High growth stocks have taken a big haircut in the past few months after an incredible 2020. We talk about the factors affecting them, why the major indices haven't seen the same sell-off (hint: Big Tech), and how investors can keep their heads on... by Industry Focus
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Tech: The Industry Powering the Digital Revolution

Tech: The Industry Powering the Digital Revolution

Description

Titles in the series (100)

More Episodes from Industry Focus

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