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.
Ken Shepard, Head of Specialty Asset Management at Bank of America, discusses the importance of real assets and unpacks the bank's specialty asset outlook.
Cardinal Health's Debbie Weitzman explains how the company's Advanced Therapy Solutions Innovation Center aims to improve access to specialty medicines. Watch!
