Andrew Hall and Ben Nye, authors at Seeking Alpha, discuss semi-conductor company Maxim Integrated as their "Idea of the Month."
Nye notes that they are long on Maxim, discussing the chip company's multifaceted approach to the evolving semi-conductor industry. The company is expanding past devices and into automation and driverless cars.
We talk about whether the company could possibly be the target of an acquisition from some of its larger competitors like Intel or Qualcomm, and why it might be a desirable target.
Ari Hawkins, trade reporter at POLITICO, unpacks Nvidia CEO Jensen Huang's affair with an alleged Chinese spy, the FBI probe and the fallout for the AI giant.
Kory Kantenga, LinkedIn's Head of Economics, Americas, breaks down slowing hiring, the latest jobs numbers and how the midterms could reshape the labor market.
Lorne Maltenfort, Private Wealth Planning Director at Wells Fargo, discusses the Great Wealth Transfer, inheritance disputes and preparing the next generation.
Rob Schroeder, Washington Bureau Chief at MarketWatch, breaks down Democrats' midterm sweep, Wall Street's reaction and what's next for Trump's economy.
Custom Truck One Source CEO Ryan McMonagle explains how AI data centers and power grid upgrades are fueling equipment demand as rental revenue jumps 20% higher.