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Barron's Streetwise

Stock Splits + Semis

Barron's Streetwise

Barron's

Business

4.8 • 1.5K Ratings

🗓️ 14 February 2025

⏱️ 29 minutes

🧾️ Download transcript

Summary

A top chip analyst predicts a near-term peak in spending on computing. Also, stocks are rocketing after split announcements. Here’s who might be next. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

Americans love using their credit cards, the most secure and hassle-free way to pay.

0:04.0

But DC politicians want to change that with the Durban Marshall Credit Card Bill.

0:08.0

This bill lets corporate megastores pick how your credit card is processed,

0:13.0

allowing them to use untested payment networks that jeopardize your data security and rewards.

0:18.0

Corporate megastores will make more money and you pay the price.

0:22.1

Tell Congress to guard your card because Americans lose when politicians choose. Learn more at

0:28.1

guard your card.com. The beauty of covering semiconductors or electronics hardware is nobody can forecast

0:36.7

in market demand.

0:38.0

It's always a black box.

0:40.5

Hello and welcome to the Barron Streetwise podcast.

0:43.8

I'm Jack Howe.

0:45.0

And the voice you just heard is Medi Hoseini.

0:47.8

He's a semiconductor analyst at Susquehanna International Group.

0:51.6

And he says that spending on computing power is about to peak, maybe dip.

0:58.7

And that might have big implications for the stock market.

1:02.4

In a moment, Medi will tell us more about his view, including which types of semiconductor companies he thinks spending will flow toward.

1:10.7

That's later. First, we'll say a few

1:12.9

words about stock splits. Listening in is absolutely no one. Our audio producer Jackson Cantrell

1:24.9

is off this week. He's traveling. Can't say where. Rhymes with

1:28.5

Bratamala. I can't say any more than that. Rather than bring you a rerun, I thought we bring

1:33.2

you a quick, fresh episode. I've never done this by myself before. I don't know how this works.

1:38.8

Who's going to be there to reel me back in? If I get sidetracked, if I start talking about, it's probably going to be an old TV show,

...

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