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1. Taiwan Semi’s Profit Jumps to Record High |
Taiwan Semiconductor (NYSE:TSM) nudged down around 4% in pre-market trading despite quarterly results delivering a 77.4% jump in net income, ahead of expectations and a new company record, as the Team Hidden Gems recommendation continues to benefit from the global AI buildout. |
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"The AI megatrend continues to drive the need for more and more computation": Chairman C.C. Wei was upbeat on the earnings call. Capex for the full year was increased from the $52 billion-$56 billion range to $60 billion-$64 billion, with revenue growth now projected slightly above 40%, up from more than 30% previously.
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An additional $100 billion allocated to expand U.S. chipmaking capacity: The extra money will be used to build four chip plants, taking the total investment plan in the U.S. to $265 billion. The plants would produce the most commercially advanced available logic chips.
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2. Uber Plots Massive Global Food Bet |
Rule Breakers recommendation Uber (NYSE:UBER) has confirmed it will buy Delivery Hero for $14.9 billion (€13 billion), in a move expected to close in the second half of next year, acting to consolidate the global food delivery market. |
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“Together, we’ll nearly double the number of markets where we offer both mobility and delivery services”: Uber CEO Dara Khosrowshahi spoke of the synergies the deal will provide. As part of the transaction, Delivery Hero will sell some European business units to reduce the existing geographical overlap with Uber.
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“We're impressed by the ecosystem that Uber has created”: In May, Fool contributing analyst Dan Caplinger said “we see more room for growth as autonomous driving technology comes ever closer to becoming reality.” The stock is outperforming the S&P 500 by 138% since the July 2022 Rule Breakers rec.
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3. Cyclospora Fears Drag Fast-Food Stocks |
Fast-food companies Sweetgreen (NYSE:SG) and Chipotle (NYSE:CMG) closed 5.2% and 4.94% lower yesterday, respectively, as concern around the ongoing cyclospora outbreak weighs on the sector. |
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Health officials haven’t publicly associated any restaurants with the outbreak: The parasite has been linked to ingredients like lettuce and raw vegetables, naturally impacting menu items for Sweetgreen and Chipotle. Taco Bell has stopped serving lettuce at some franchises in Michigan.
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Chipotle is “monitoring the situation closely”: The Team Rule Breakers and Team Hidden Gems rec issued a statement saying it did not believe its ingredients were associated with the outbreak.
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4. Next Up: NFLX Earnings Follow PLD and GE
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Prologis (NYSE:PLD) is due to release earnings ahead of the market open, as the Hidden Gems and Dividend Investor rec aims to show further demand for warehousing as noted in Q1.
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GE Aerospace (NYSE:GE) reports before the opening bell, too. Last quarter delivered double-digit growth across revenue, profit, and orders. Services revenue is expected to drive performance this time around.
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Netflix (NASDAQ:NFLX) reports after the closing bell. Revenue is expected to grow 13.5% versus the same period last year for the Team Hidden Gems and Team Rule Breakers rec, with a focus on ad monetization and building on last quarter's strong subscriber growth.
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5. Today’s Take: For New Investors, Read This |
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Darrell Huff’s 1954 classic, How to Lie with Statistics, isn’t an investing book per se, but it’s a must-read for all investors. The tricks and games that companies try to play will truly never stop. Once you’ve read this book, you’ll spot nonsense in investor presentations, press releases, and earnings calls from a mile away. |
— TIM GREEN • TEAM HIDDEN GEMS |
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Prologis is up 13% over the last 5 years. Across the same period, the S&P 500 is up 75%.
Will Prologis be a market-beater over the next 5 years?
Debate with friends and family, or become a member to hear what your fellow Fools are saying!
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