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.
Chris Versace, CIO at Tematica Research, joins to discuss earnings season trends, Flash PMI signals, Walmart’s strategy updates, and Nike’s evolving outlook.
Andrew Nusca, Editorial Director at Fortune, dives into WhatsApp’s first-ever ads rollout —and how Meta’s ad push intensifies its showdown with OpenAI.
Ben Geman, Energy Reporter at Axios, joins to discuss the latest Middle East tensions, Brent crude price swings, and why gas prices aren’t falling with oil.
Al Root, Associate Editor at Barron's, joins to discuss Tesla’s robotaxis going live in Texas—what it means for autonomy, safety, and the EV race ahead.
Dena Jalbert, M&A expert and CEO of Align Business Advisory Services, on the state of U.S. M&A: deals worth $1–$10 billion (including debt) are surging.
Jeremy Jansen, Head of Supply Chain at Wells Fargo, unpacks the ongoing trade talks between the United States and China as consumers still wonder about tariffs.
