Market leadership is changing—and this episode breaks it down. Semiconductors, Retail and GLP-1. скачать в хорошем качестве

Market leadership is changing—and this episode breaks it down. Semiconductors, Retail and GLP-1.

On this episode of Wall Street Beats Roundtable, David Maris is joined by Robert Marcin and Jeff Macke to break down a market that appears calm on the surface—but is quietly undergoing a major leadership shift. Robert Marcin walks through why Silicon Motion ($SIMO) may be one of the last remaining semiconductor longs, driven by accelerating AI-related demand in memory and storage infrastructure—and why risks are rising across the broader chip space. Jeff Macke turns to big-box retail, explaining why Target ($TGT) could be entering a true turnaround phase while Costco ($COST) and Walmart ($WMT) continue to benefit from scale, automation, and AI-driven efficiency. After years of underperformance, retail leadership may finally be changing. David Maris closes with a clear-eyed look at weight-loss drugs, naming Eli Lilly ($LLY) as the dominant winner, while breaking down why Novo Nordisk ($NVO) and Pfizer ($PFE) are falling behind—and where Amgen ($AMGN) fits as a speculative wildcard. Subscribe to get more stock analysis and insights from the Beats Roundtable pros. Want more? Become a member. Join now at wallstreetbeats.com for exclusive access to our pros. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from the sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients on the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.