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Bloomberg Intelligence
SCOTUS Abortion Ruling, Walgreens and Micron Earnings
Jun 27, 2024
Today, June Grasso analyzes the SCOTUS abortion ruling, Nathan Dean discusses its impact on the election, and Jake Silverman breaks down Micron earnings. Kate Richard talks about investing in oil and gas, and Jonathan Palmer discusses Walgreens earnings. Tim Craighead covers research on top companies for Q3.
39:44
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Quick takeaways
- The SCOTUS abortion ruling has significant implications for the Presidential election.
- Investing in oil, gas, and energy transition metals can be lucrative and impactful.
Deep dives
Innovative AI Applications Impacting Fiber Optic Cable Demand
Corning, a fiber optic cable company, is experiencing a surge in demand due to the growth in data center build-outs, fueling a positive outlook for the company. THK, a Japanese machinery company, holds a 50% share in linear motion guide rails critical for semiconductor manufacturing, signifying a strong market position. Additionally, Sandvik, a Scandinavian machinery firm, benefits from the copper capex cycle, essential for mining equipment needs, reflecting a positive trend for AI-related industries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode