It's an exciting time to invest in the banking sector. Newly-elected President Donald Trump has promised to relax regulations on banks, which could boost lending volumes. The Federal Reserve has lowered interest rates twice during the past two months, which could make companies more eager to borrow. In response, several publicly-traded financial services companies including Upstart Holdings (Nasdaq: UPST), Affirm Holdings (Nasdaq: AFRM), and SoFi Technologies (Nasdaq: SOFI) have seen their share prices skyrocket and are generating fantastic gains for their investors. But will this momentum continue? What impact will Trump's administration really have on banking? And what, specifically, should those of us investing in banking be watching for? In today's podcast, 7investing CEO Simon Erickson gets the answers to those questions from banking expert John Maxfield. The two discuss why the macro is favorable for banking, yet also a few cautionary things to watch out for at SoFi. Disclaimer: 7investing and its guests may have active positions in the companies mentioned in this podcast. To see all of 7investing's active recommendations, sign up for a 7-day free trial of our service at 7investing.com/subscribe.

Veeva Systems (NYSE: VEEV) is helping pharmaceutical companies create and sell new drugs more efficiently. It's cloud-based software platforms Veeva CRM and Veeva Vault have become industry-standards; deeply embedded with Big Pharma's largest companies. There's an upcoming catalyst next year, as Veeva's CRM platform will migrate from being hosted by Salesforce to its own infrastructure. That will unlock opportunities for it to develop new software products -- perhaps even beyond life sciences -- to make the pie larger with its largest customers. As interest rates fall, it's likely new VC funding will flow into smaller biotech companies and will unlock a new SMB revenue stream as well. 7investing CEO Simon Erickson describes both of these catalysts, as well as why he believes the stock is undervalued, in today's 7investing podcast. To see all of our official stock recommendations and our monthly Best Buys, get started with 7investing at ⁠7investing.com/subscribe⁠. Your first week of our premium membership is entirely free!

The Dutch lithography juggernaut ASML (Nasdaq: ASML) has been one of the semiconductor industry's best performing stocks of the past decade. Yet its high-flying shares have sold off 33% in the past three months, perhaps due to its underwhelming forward guidance that could indicate slowing demand. ASML has looked to Intel (Nasdaq: INTC) for much of its growth this past year. Intel has been all-in on expanding its foundry group and aggressively placed orders for six of ASML's latest-and-greatest EUV machines last year. That was a huge sign of confidence, and ASML's shares shot up 50% during the first half of 2024. Yet now facing a cash-crunch, Intel is delaying its new $30 billion Germany fab and is pushing out many of its previously-expected orders. That caused ASML to pull back on its fiscal year forecast and to suffer the wrath of a displeased and suddenly-very-grumpy market. With ASML regain the confidence of investors? Will Intel be an opportunity or a liability going forward? 7investing CEO Simon Erickson shares his thoughts in today's podcast. Would you like to see all of 7investing's stock market recommendations and monthly Best Buys? Learn more about how you can take our service for a 7-day free trial at 7investing.com/subscribe.

Lululemon (Nasdaq: LULU) has expanded from being a niche yoga retailer to an international fitness super-brand. New CEO Calvin McDonald has tripled its sales in five years and maintained its industry-leading 20% operating margin. Yet recently, perhaps due to concerns of a slowdown in consumer spending or of rising competition, the stock has been selling for a dirt-cheap valuation. Now priced at just 15x its trailing cash flow, it could an inexpensive opportunity for opportunistic investors to consider. Would you like to see our official Conviction Rating on Lululemon - meaning whether we think the stock is a "Strong Buy", "Buy", or "Hold"? See all of 7investing's recommendations, conviction ratings, and premium coverage by getting started FOR FREE today at ⁠7investing.com/subscribe⁠. Disclaimer: The 7investing podcast should not be considered personalized financial advise. Its host and guests may have positions in the stocks that are mentioned.

Our newest stock recommendation is now live! On the 1st of each month, 7investing issues its newest official recommendation. This is the one stock it feels most confident in adding to its scorecard (which we also track in real-time at 7investing.com/recommendations). What led us to recommend this Large Cap, Moderate Risk, Retail company this month? In today's episode, Simon describes 5 specific metrics that investors should consider when selecting stocks -- especially now that the Fed's cutting rates and we're in a more growth-friendly environment.

Booking Holdings (Nasdaq: BKNG) is one of the most efficient publicly-traded companies in the world, converting 50% of its 2024 revenue into cold, hard cash flow. Furthermore, it's using those operating cash flows in shareholder-friendly ways, such as repurchase large amounts of its stock and a newly-initiated dividend. 7investing CEO Simon Erickson takes a look at the company's second quarter results and discuss several initiatives that could be even better news for investors going forward. To sign up free for 7investing and see our most recent five Best Buys for September, visit 7investing.com/subscribe

7investing's Watch List of New Ideas introduces stocks that we've never formally recommended yet are worth considering as future scorecard additions. You can think of this as our pipeline of new investment opportunities. This month, 7investing CEO Simon Erickson is adding two new two European companies: BE Semiconductor (OTC: BESIY) and Novo Nordisk (NYSE: NVO). He describes why Besi's advanced packaging leadership makes it a natural winner from innovative new chip designs, and why Novo Nordisk is still in the earliest innings of introducing Ozempic as a treatment for obesity. 7investing makes its formal recommendations available through its Premium Membership. To see all of our stock market recommendations through a 100% free 7 day trial, join today at 7investing.com/subscribe.

Fertility benefits company Progyny's (Nasdaq: PGNY) stock is selling off 33% in today's trading session after announced it's losing its largest customer who accounted for 13% of the previous year's revenue. This customer was unnamed, but it's most likely Amazon. Even though Progyny has historically had nearly 100% client retention and receives excellent net promoter scores, this could be a red flag for investors. 7investing CEO Simon Erickson shares his thoughts about the company's previous struggles, the Alabama Supreme Court's recent ruling about IVF embryos, and how investors should think about Progyny's stock going forward.

Upstart Holdings (Nasdaq: UPST) has been one of the investing world's most volatile stocks. Since peaking at $400 per share in late 2021, its stock has fallen more than 90% and sits at just $35 today. Many believe this roller coaster ride has followed the American macroeconomy. The Zero Interest Rate policy directly following COVID was replaced by the fastest rise in interest rates the United States had ever seen in 2022. Yet Upstart might be seeing signs of life. It issued optimistic revenue guidance for the upcoming Q3 and Q4. Not coincidently, this aligns with the Fed suggesting that a rate cut is most definitely on the table. But investors aren't out of the woods just yet. In today's episode, 7investing CEO Simon Erickson describes the fundamental challenges Upstart still faces and why it doesn't have the most shareholder-friendly leadership team. See more of our coverage on Upstart and 200 other publicly-traded companies at 7investing.com!

Sometimes in investing, it's important to change your mind. Such is the case for Celsius Holdings (Nasdaq: CELH). This energy drink company represented one of our highest-conviction ideas in August. Yet further diligence revealed multiple red flags, which 7investing CEO Simon Erickson considers to be deal-breakers for long-term investors. In today's podcast episode, he describes several of those warnings signs and why he's turned from bullish to bearish about Celsius' future opportunity. Note: This podcast mentions 54% ownership for the DeSantis family, which is an incorrect number. Due to overlap between the beneficial ownership of three family trust funds, the actual family ownership stake is closer to 23%. To learn more about our long-term investing approach and to see all of our official stock market recommendations, visit 7investing.com.

Wolfspeed (NYSE: WOLF) is one of Wall Street's ultimate battleground stocks. As the world's largest provider of silicon carbide, it supplies one of the most necessary materials for next-generation Electric Vehicles. Based on the size of its potential market and the long-term supply agreements with large automakers, its stock appears to be extremely undervalued. Yet Wolfspeed is also facing some serious headwinds, specifically in government-supported financing to construct its fabs and lagging demand for EVs from consumers. It's fallen short of its explicitly-stated guidance, which has hurt its credibility with investors. So is Wolfspeed's stock a howling buy or a whimpering sell? In today's episode, 7investing Simon Erickson describes several of the opportunities and challenges that Wolfspeed faces. He discusses several financial and operational updates, the crucial difference between "design-ins" and "design-wins", and what investors should be watching most closely. 7investing issues Conviction Ratings for all of the stocks in our coverage universe. Ranging from "Strong Buy" to "Sell" and all points in between, these represent how confident we are about investing in a particular stock right now. To see our current Conviction Rating for Wolfspeed (which might actually surprise you), sign up for our premium membership at ⁠7investing.com/subscribe⁠. Use promo code "september" at checkout to waive our signup fee and to get your first week entirely free!

Tesla always gives investors plenty to talk about! In today's show, 7investing CEO Simon Erickson describes 3 key takeaways from the company's second quarter report: - The all-time high in regulatory credits, driven by attractive financing rates and political uncertainty - The Energy business recognizing an all-time high in revenue and growing 100% in year-over-year comparisons - A production and deliveries update on the Model S, X, and Cybertruck. Overall, Simon believes Tesla's stock is only worth $104 per share "as a car company" but is worth up to $650 per share "as an AI company". https://7investing.com/articles/tesla-the-ai-company-is-worth-645-per-share-heres-what-makes-the-stock-a-buy-today/ Join our free email list to have our investing insights delivered to your inbox every week: 7investing.com/email

The "organ transplant as a service" market is taking the medical world by storm. How long can the accelerated growth rates continue? TransMedics (Nasdaq: TMDX) is a unique company you might have never heard of. But it’s playing an important role in saving the lives of thousands of Americans every year. As the creator of its patented Organ Care System (OCS), it is the only FDA-approved technology to transport lungs, hearts, and livers in the United States. When a registered donor is recently deceased, TransMedics’ OCS keeps their organs functional long enough to be transplanted into another patient who is badly in need. The transplant must happen as quickly and as efficiently as possible, since this is a matter of life and death. In today's episode, 7investing CEO Simon Erickson describes this fast-growing new market and why it's eagerly being embraced by organ transplant centers. He also highlights two key risks that investors should consider when sizing up TMDX as a long-term opportunity.

United Therapeutics (Nasdaq: UTHR) is a very smart, very innovative, and very profitable company. First it treated an untreatable disease. Now it's disrupting the entire organ transplant industry. In today's show, 7investing CEO Simon Erickson introduces United Therapeutics, describing why the company was created and its five commercially-approved drugs. He also explains how its four synthetic organ programs could disrupt the entire organ transplant market. See why United Therapeutics is a stock that should be on your radar. To join our free email list, visit 7investing.com/email.

Innovative Industrial Properties is America's only publicly-traded REIT who's exclusively focused on the cannabis industries. It buys cannabis-growing facilities and then rents the spaces out to tenants through triple-net leases. Business was booming in the zero-interest rate economy, with IIP's committed capital skyrocketing 60-fold from $30 million in 2016 to $2 billion in 2023. But with interest rates rising and a shaky economy, growth is much slower these days. The stock currently pays a dividend of 6.7%. That's much higher than money market funds and bonds, with the possibility of rising if the Fed cuts rates in 2024. https://7investing.com/company-update/innovative-industrial-properties-patience-is-a-virtue/ See our current conviction rating on IIPR -- as well as all of the stocks in our universe of coverage -- by starting your 7investing membership today. Visit 7investing.com/subscribe and use promo code "IIPR" at checkout to get your first week for absolutely free!

Tesla (Nasdaq: TSLA) is one of the market’s most unique battleground stocks. People either love it or they hate it, the financial media's commentary is either euphoric or miserable, and institutional price targets have ranged everywhere from $10 to $2,000. For the past two weeks, 7investing CEO Simon Erickson has been building a very detailed discounted cash flow for Tesla. He's put all emotions (and social interaction) aside and has let the numbers do the talking -- to develop his most-likely estimate of Tesla's future revenues, operating costs, and capital expenses through the year 2040. Furthermore, a large part of the Tesla equation lies in the optionality offered by its visionary (and yet eccentric) CEO Elon Musk. Musk has several options of where he could lead Tesla into its future, including full self-driving software subscriptions, autonomous commercial trucks, an on-demand Robotaxi network, or a thousand other AI-based projects. Yet even with so many potential destinations, the Tesla we know today is still primarily a car company. 92% of its revenue currently comes from selling, leasing, and servicing battery-powered electric vehicles. IN THIS PART 1 OF 2, Simon describes how he came up with an estimate of $104 per share for Tesla as a car company. The company is aggressively building Gigafactories and ramping up the production of new models, but is also constrained on pricing and by rising competition in China. Disclosure: Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade. Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-documentSupporting documentation for any claims will be furnished upon request. If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

If you’ve ever travelled abroad or tried to send money across international borders, hidden fees and unfair exchange rates have no doubt been a massive and expensive headache. In this week’s episode of the 7investing podcast, Lead Advisors Luke Hallard & Krzysztof Piekarski sit down with Rina Wulfing, Senior Manager for the North American policy team at Wise ($WIZEY) to discuss the company’s original founding story and mission: to empower its users with a transparent system that sends money cost effectively and instantly across borders. We discuss junk fees — what they are and how Wise is working with regulatory agencies to limit their adverse impact on customers. We also discuss why direct access to US banking systems is limited to certain types of financial institution, and why this hits US consumers and businesses (and visitors!) in the pocket.If you ever travel internationally, or are looking to upgrade your legacy banking arrangements, today’s episode is a must listen conversation that will give you better insight into the finance industry, and will save you money!

ShockWave Medical (Nasdaq: SWAV), the innovative pioneer of intravascular lithotripsy, has received an all-cash acquisition offer from Johnson & Johnson (NYSE: JNJ) for $335 per share. In today's episode, 7investing advisors Luke Hallard and Simon Erickson discuss why we made ShockWave a 7investing recommendation, several financial details of the offer, and what investors should expect going forward.

Investors are continually looking for a good deal in the stock market. But how exactly should we define value? Quantitatively, publicly-traded companies should serve as compounding machines for their investors. They raise capital -- either through debt or by issuing stock -- then put it to work into projects. If the after-tax profits they generate are greater than their associated costs, they're creating value for us as the owners of the business (i.e. as the investors). But the investing world is also extremely complex. Markets are changing and being disrupted by new technologies every year. CEOs and leadership teams are continually trying to balance between their desire to be visionary and their need to be efficient. Underinvesting in growth could put a company several steps behind its competitors. Yet going "all-in" on an acquisition that turns out badly could very quickly light their shareholders' capital on fire. So what are we as the investors to do? Are there specific metrics we should look at, to determine if a company is using our money responsibly? How should we figure out what the right price is to pay for a stock? And are their any specific stocks out there right now, which might be significantly undervalued and could represent a great bargain for us as investors? investing CEO Simon Erickson recently spoke with John Rotonti, who is the host of the JRo Show podcast (and available on both Spotify and Apple Podcasts). John previously worked for nine years at The Motley Fool, where he was an analyst on several newsletters and most recently served as their Head of Investor Training and Development. Simon and John have been friends for a decade, and we recently exclusively published his interview with legendary Fidelity fund manager Joel Tillinghast on our own 7investing site. Tune in for an in-depth and fascinating look at how to find value in today's stock market.

We are on a quest to find the best stock opportunities of the year for investors. Enter for free, with a chance to win a $1,000 Amazon gift card and a free year of 7investing! To complement our contest, we'll be publishing seven head-to-head matchups between stocks; and we'll include the winners in our own 7investing Team entry. Our third head-to-head matchup is two companies who are embracing artificial intelligence to make their platforms even better, between The Trade Desk (Nasdaq: TTD) and Palantir Technologies (NYSE: PLTR). After that, it's the battle of the animals as Crocs (Nasdaq: CROX) takes on American Eagle Outfitters (NYSE: AEO) in a battle for retail dominance! Listen to hear the cases for these companies and then head to the 7investing X account to vote for your favorites!

As part of our Best Stocks of 2024 Contest, we're narrowing down the picks that will be the start of 7investing's entry into our contest! Between now and March 1, 2025, we'll see which stocks will catapult one of our lucky fans to victory, free subscriptions, and a $1000 Amazon gift card. Of course, we'll analyze some great companies along way, like Celsius (CELH), Novo Nordisk (NVO), Uber (UBER), and Rocket Lab (RKLB). Tune in to hear our breakdowns of these companies and to learn more about how you ca win our Best Stocks of 2024 Contest! To enter, go to www.7investing.com/contest/

The Wall Street Journal’s 2024 Health Forum in Boston recently showcased the technology, business, and policy regulations that are impacting the health care industry. With a massive disruption in the medical weight loss industry, new treatments that permanently alter patient DNA, and the ever-present COVID response and its aftermath, this year's conference had plenty of intrigue. For investors, there were several publicly-traded companies who took the stage — including CRISPR Therapeutics (Nasdaq: CRSP), Vertex Pharmaceuticals (Nasdaq: VRTX), Alphabet (Nasdaq: GOOGL) and Moderna (Nasdaq: MRNA). 7investing CEO Simon Erickson joins JT Street to break down the conference and review the key storylines investors should be following if they want to capitalize on the current disruptions in the medical investing landscape.

Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades. But things move fast in this innovative field. And we're living in an entirely different digital world today. Enterprises have laid off hundreds of thousands of tech employees in recent years and have begun harnessing the power of generative AI. And a renewed focus on efficiency has led them to consolidate vendors, especially in somewhat-redundant fields like cybersecurity protection. Will the next decade or two also feature the same pool of outperformers? Will the software companies of the Magnificent 7 still remain at the top of the market? Or will we see a new wave of AI-native competitors displace them? In the second episode of 7investing advisors Anirban Mahanti and Simon Erickson's latest podcast series, the two discuss the enterprise software industry from an investor's perspective.

The Fed's rampant rate increases have wreaked havoc on stocks in recent years. Yet we're perhaps finally seeing a light emerge at the end of the tunnel. Projections released by the Fed suggest that America's central bank will reduce its Fed Funds target rate multiple times during 2024. The Fed ultimately wants to reach a median target rate of 4.6% by the end of this year. Falling interest rates are generally good for business. It allows them to raise capital and more attractive rates and to begin reinvesting in growth projects once again. For investors in those businesses, falling interest rates translate into lower discount rates. This is the metric that institutional investors on Wall Street use to discount a company's future profits to the present in their discounted cash flow models. When a discount rate falls (which typically happens when the Fed reduces the Fed Funds rate), future cash flows get discounted at a lower rate. And you ultimately end up with a greater present valuation and a higher stock price. To subscribe for free to our 7investing podcast and have our episodes directly delivered to your Inbox, please join our free email list.

It's not a matter of if, it's a matter of when. If you've never been the victim of a cyberattack or a data breach, the chances are that you will be soon. Ranging from simple phishing emails to elaborate and highly-coordinated campaigns to steal government secrets, the severity of cyberattacks all across the globe is intensifying. And the need to for best-in-class security vendors -- to proactively protect you before an "oh shoot" moment occurs -- has never been greater. Yet how do we know who to trust? There are also thousands of cybersecurity providers who offer services to protect against cybercrime. That ranges from small startups with a clever idea, to independent corporations like CrowdStrike (Nasdaq: CRWD) or SentinelOne (NYSE: S) who leaders in their niche, to consolidated behemoths like Microsoft  (Nasdaq: MSFT) and Palo Alto Networks (Nasdaq: PANW) with a full suite of products. There's an massive pool of vendors to choose from. According to research from Cisco (Nasdaq: CSC), 13% of companies are working with at least 20 different vendors for cybersecurity alone. So how should companies differentiate themselves in this crowded field? What dangerous security vulnerabilities still aren't yet adequately protected against? And how should investors figure out which publicly-traded companies to put their money behind? To help us answer those questions, we’ve brought in an expert. 7investing CEO Simon Erickson recently spoke with Simon Taylor, who is the founder and CEO of HYCU, about how to tune out the noise and look for the true winners in this space.

There's been a lot of hype this year about lithium ion battery darling Enovix (Nasdaq: ENVX). The company surged to $24/share in July of this year, only to run out of juice and plunge down into the single digits by November. So was the energy behind Enovix all hype, or was there something more there? 7investing lead advisor Krzysztof Piekarski sits down with MrNotAdvice to see if there's more than just memes powering this potentially disruptive battery company.

Its been an eventful and an emotional week for everyone at OpenAI. The generative AI pioneer fired its co-founder Sam Altman on Friday. Within 24 hours, its Chairman and top lieutenants had all quit. By the end of the weekend, more than 90% of its employees have threatened to do the same. Now Altman's been hired by Microsoft (Nasdaq: MSFT) and he might take those key employees with him. Meanwhile, OpenAI's Board is in chaos and is now begging Sam to rejoin them again. What can investors learn from this sudden turn of events? Simon Erickson and JT Street discuss the lessons of OpenAI's surprising weekend on the 7investing Podcast. For more insight, go to www.7investing.com to join our free email list.

“The energy market is $8 trillion and solar is 1% of it today. There will be solar companies with $100 billion market capitalizations in the near future.” – Frank van Mierlo, CEO of CubicPV Innovation alert: Solar PV manufacturing is coming back to America Harnessing solar rays for power generation has the potential to be one of the world’s most important breakthroughs. The sun hits Earth’s atmosphere at 1,366 Watts per square meter, which provides more than enough to power the entire world’s energy needs. 70 years ago, scientists at Bell Labs figured out how to convert that energy from the sun into electricity through the invention of the solar photovoltaic cell (“PV”). Their silicon-based solar cell inventions initially had a 4% efficiency, meaning only 4% of the total energy from the sunlight exposed to the cell was converted into useful electricity. In this podcast, we break down the rise of solar manufacturing in China, and how U.S.-based companies are reacting to the opportunity to grow into the $8T energy market.

In this special one-year anniversary episode, with tears in their eyes, Luke and Krzysztof reflect on the most insightful moments over the past year! These include Luke’s majestic portfolio review, what it means to be a contrarian investor while staying sane, what it means to sell your worry stocks, how to become the one person in your family to achieve wealth via investing, and how to develop a consistent, methodical and deep research process. And of course, Luke’s peak No-Limit experience, the cold shower experiment for which he remains eternally grateful! As 2023 comes to a close, Luke and Krzysztof are refreshing the podcast brand, and launching a new show -- Wall Street Wildlife! They'll be publishing weekly to remain closer to real-world events, and are adding a real-money portfolio challenge so they can finally see who's really the 'King of the Jungle'! So raise a glass and celebrate the greatest hits of 7investing’s No-Limit over the past 26 episodes and get ready for some fierce competition that will help empower you to become a beast of an investor!

Earlier this week, Compass Point downgraded the shares of Affirm Holdings (Nasdaq: AFRM) to sell and issued a price target of $13.00. The downgrade appears to have triggered a short-term selloff of the stock, but should long-term investors be worried? Simon Erickson says the Buy Now, Pay Later leader could still be a "Buy Now, Profit Later" for investors. In today's podcast, he breaks down why we think Affirm is still a buy even after the recent downgrade. To learn more about Affirm and to read our recommendation reports on the companies we think are Best Buys this month, subscribe to 7investing today.

Did the recent reaction to ASML's sudden drop in bookings create a potential treat for investors? Or is the lithography giant really about to give up the ghost? We unearth some data that could be crucial to long-term investors as they decide whether or not to add ASML to their bags this quarter. We're also putting a little something extra in your jack-o-lanterns this week. Subscribers who join right now can receive their first week for just $1 AND get our 7investing Buy Guide as part of their service. The Buy Guide gives you 7 solid strategies for determine when a company is in the sweet spot to add to your portfolio. Get yours today!

NextEra is North America’s largest electric utility. It generates 58 GW of power every year and distributes it to 13 million people through its Florida Power & Light (FP&L) company in Florida. At a recent stock price of $54, it has a market capitalization of $110 billion. That puts it squarely in the “boring, mega-cap utility” sector of an investor’s portfolio allocation bucket. Yet there’s an interesting catalyst that’s powering future growth. NextEra has committed to expanding its renewable presence, aggressively building wind farms, solar plants, and battery storage facilities. In 2021, it closed down its last remaining coal power plant in Florida and also installed the world’s largest solar-powered battery storage system. JT Street and Simon Erickson break down what's powering the next era of NextEra Energy.

One of the technologies that got a lot of attention at ClimateTech is small modular reactors. These mini-nuclear power plants are still largely in development — but they would provide reliable, emission-free power that could be dispatched on a 24-hour basis wherever it is needed. Nuclear today accounts for around 20% of America’s overall power supply. There are 54 total nuclear power plants in 28 states, and on average they are quite large and are 42 years old. Small Modular Reactors are a new development in the nuclear engineering world. SMRs would be about one-third of the size and cost of traditional nuclear power plants and would also produce around one-third as much power. Their lower costs and faster construction times could make them a viable solution in America’s energy future, which is heavily geared toward deploying new renewable energy technologies. In this podcast, Simon Erickson and JT Street discuss the future of SMRs, the potential investing opportunities, and how "nuclear" could become a part of the puzzle of moving past fossil fuels. For more insights on nuclear energy as well as our monthly stock recommendations, join 7investing today for just $1 for your first week. www.7investing.com/subscribe/

Last week, Simon Erickson attended MIT’s ClimateTech 2023 conference. It was outstanding; full of positive energy from a room full of technical folk who were ready to make a global impact. In this week's podcast, Simon sits down with JT Street from the 7investing marketing team to go over the highlights of the conference, and what they mean for long-term investors. 7investing subscribers can read Simon's full breakdown of the conference here.

The tech world moves fast, and it requires companies to constantly be innovating in order to keep up. Investors, too, should always be looking forward when it comes to new trends that are re-shaping the tech landscape. Tiernan Ray is one of the technology industry’s best reporters. He’s covered the tech space for more than two decades – from the early days of the internet and the dotcom boom to the rise of cloud computing and artificial intelligence. Tiernan puts tech progress through a much-needed objective lens, helping investors separate hype from true innovation. He offers daily insights in his Technology Letter publication: www.thetechnologyletter.com. Publicly-traded companies mentioned in this podcast include AMD, Apple, Applied Materials, ARM Holdings, Axcelis Technologies, CheckPoint Software, Cisco Systems, D-Wave Systems, Dynatrace, Fortinet, Global Foundries, Infineon, Intel, Lucid Motors, New Relic, ON Semiconductor, Palo Alto Networks, Rigetti, Rivian, Samsung, Softbank, Splunk, ST Microelectronics, Taiwan Semiconductor, Texas Instruments, Tesla, Wolfspeed, and ZScaler. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing has recently published interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox. This episode of our 7investing podcast is supported by our affiliate partner Koyfin. Koyfin's financial dashboards are empowering individual investors to make better-informed decisions. Through our partner program with Koyfin, they have prepared a special pricing offer exclusively for 7investing's podcast listeners.

In Episode 25, Luke and Krzysztof compare Nvidia (NVDA) to the days of the early internet and debate whether we are in a new bubble. Was Zoom as an investment during COVID an obvious bubble or is that just hindsight bias? How do the China-Taiwan geopolitics factor into Nvidia’s valuation? We elaborate on the framework behind selling SentinelOne (Ticker: S) and encourage investors to reflect on their own selling criteria without short-term biases based on near-term price action. Luke meanwhile takes us deep into the world of computer-brain interfaces and the possibilities of mind-reading! And since Krzysztof can’t go two weeks without commenting on the Eos Energy saga (EOSE) we discuss whether CEOs of public companies engaging with retail investors on X is a wise strategy or whether that’s just something Elon Musk can do without consequence — have we really have entered a new era in investing where access to the a company’s top management is just a click away and ought to be taken advantage of by retail investors? The knife cuts both ways. And in the Trivia game, Luke attempts to find out just how well Krzysztof knows his market caps. Enjoy this beginner friendly look into the wild adventures of investing in the stock market where there are no limits.

There are thousands of publicly-traded companies for investors to choose from on any given day. What's the best way to evaluate them -- and to separate the cream from the crop? 7investing CEO Simon Erickson recently interviewed Flyover Stocks' founder Todd Wenning. Todd has spent two decades in the investing industry -- representing the buy-side with Ensemble Capital, the sell-side with Morningstar, and the retail side with The Motley Fool. He's now launched his own Flyover Stocks newsletter to help investors find overlooked, quality companies. In the first part of the conversation, Simon asks Todd about his investing methodology. Todd describes that "Strong Buy" opportunities are often found at the collision of Moats, Management, and Price. A moat refers to a company's competitive advantage. Easy to comprehend but more challenging to quantify, moats represent an "unfair advantage that makes a business sustainable." Todd explains that there are different types of moats -- such as legacy or reinvestment moats -- which should be considered as management plans out their capital allocation strategy. The two then discussed management, which they framed as capital allocation decisions. Dividends are still a popular allocation strategy, as they show a discipline and commitment to returning cash directly to investors. Management teams can also pursue acquisitions or execute strategic buybacks with their company's profit stream. In the final part of the conversation, Simon and Todd discuss why Costco (Nasdaq: COST), Old Dominion Freight Line (Nasdaq: ODFL) and Worthington Industries (NYSE: WOR) might be intriguing opportunities for investors to add to their watch list. Publicly-traded companies mentioned in this podcast include Costco, Old Dominion Freight Line, Procter & Gamble, Starbucks, Uber, and Worthington Industries. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

In No Limit episode 24, Luke waxes macro on the Chinese economy while Krzysztof re-enacts the invasion of Agincourt. The pair also discuss Eos Energy's latest developments as well the virtues of price to sales ratios and other common investing metrics.

The music industry is innovating, and it's making billionaires out of those who grace the global stage. Larger-than-life personalities -- from Jay-Z and Kayne to Beyonce and T-Swift -- are not only selling out shows, but are now reaching their fans in entirely new ways. Digital streaming, generative AI, and NFTs are all helping to turn the music industry's amps up to "11." Behind the scenes is an extremely profitable and thriving supporting cast of businesses. Music labels, streaming platforms, and live events promoters are all generating billions of dollars for artists and are receiving a standing ovation from their investors. So how should investors best plug-in to the music industry? To answer that question, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with David Schulhof, the founder and CEO of MUSQ, LLC. MUSQ is the world's first pure-play global music industry ETF, giving investors a way to align their portfolios with the best opportunities of the music industry. In the first part of their conversation, Simon asks David to describe his background and why he created the thematic ETF. David describes how the music industry is growing, and why he's structured it into streaming services, music labels, and live events. The two then discuss how artificial intelligence and generative AI is driving more of a need for labels and curators. With more than 120,000 new songs being uploaded every day due to generative AI and digitization tools, there's more of a need than ever for sorting and finding the highest-quality new music. Labels are becoming more important as ways to create playlists or to offer legal protections against piracy or copyright infringements. David then explains that streaming platforms like Spotify, Apple Music, Amazon, and YouTube are surging in popularity, with tens or hundreds of millions of users. They make distribution seamless between artists and listeners, and modest price increases this year are falling extremely quickly to their bottom line. In the second part of the program, Simon and David discuss the continued demand for live events and why companies like Live Nation will continue to profit handsomely. New digital approaches using cryptocurrencies or NFTs could be opportunities for progressive artists or marketers to make the pie even larger with the world's most passionate music fans. [EMBED ANCHOR AUDIO HERE] Publicly-traded companies mentioned in this podcast include Alphabet, Amazon, Apple, Live Nation, Sony, Spotify, Universal Music Group, and Warner Music Group. 7investing’s advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

There's certainly no shortage of news and headlines about the American economy these days. This morning's announcement of 3.2% inflation in July is sending stocks higher across-the-boards. Investors are excited that the Fed's aggressive rate hikes from the past eighteen months may finally be showing signs of getting inflation back in-check. If the Fed were to see the progress it needs to see and take a more dovish stance toward the economy, it could lead to economic growth and stock market appreciation. But the United States is also just one country, and "investing" spans across the entire globe. How is the rest of the world handling their own fiscal and monetary policies? Are other countries similarly increasing rates in attempts to tame inflation? Are there specific regions we should be more closely watching, which might provide superior economic growth or investing opportunities?  To answer those questions, we've brought in an expert. 7investing CEO Simon Erickson recently spoke with Ayesha Tariq, who is the co-founder of MacroVisor. Based in Dubai, Ayesha has spent her professional career analyzing financial markets all across the globe. 

For those new to investing, the stock market might seem like a huge, complex, and intimidating place. What's the best way to get started? The Investing for Beginners podcast aims to simplify the language of money. Its mission is to better understand what's going on in the market, to help individual compound money over time. In today's podcast conversation, 7investing CEO Simon Erickson chats with IFB co-host Dave Ahern about the best ways to get started with investing. Dave shares his personal background and what led him to stocks, as well as several of the most important things he's learned along the journey. In the middle segment of the program, Dave describes three traps that newer investors (including his former self) tend to fall into -- as well as how to proactively avoid them. The two then describe why Visa (NYSE: V) is one of Dave's highest-conviction stock ideas and why Novo Nordisk (NYSE: NVO) is on his radar. Publicly-traded companies mentioned in this podcast include Intel, Mastercard, MercadoLibre, Novo Nordisk, PayPal, Visa, and Wells Fargo. 7investing's advisors and/or its guests may have positions in the companies that are mentioned. Don't miss out on future conversations! Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

Episode 23 of No Limit features Luke putting on his science superconductor nerd glasses and dreaming about a magnificent future, going over the fundamentals of why the LK-99 phenomenon has gripped the world’s imagination. But he also displays the qualities that high level investors need to cultivate: a skeptical framework and a measured approach to too-good-to-be-true claims. Krzysztof meanwhile bemoans the risks of investing in small-caps, updates the ongoing Eos saga, and pontificates further about why risk management and a stomach made of titanium are a requirement for these kinds of high volatility investments. In the context of vulnerable small caps and preventing massive losses due to cleverly calibrated short-attacks, we discuss whether stop-losses are a boon or bane in the investor toolkit. In the trivia game, Luke looks to shame Krzysztof with some technical patterns and candlestick trivia— can you tell how hard Luke has to work to keep his disdain for chart fortune tellers under his svelte exterior of cool?

Climate change has been a hot topic for several decades (and yes, pun intended). But are companies and their investors taking it as seriously as they should be? There's a possibility that corporations, investors, banks, and insurers haven't sufficiently been addressing the climate-related risks that lurk within their balance sheets and business models. That goes firstly for physical risks. There are climate-related wildfires, floods, or droughts that could cause significant damage to facilities or antiquated equipment. There's also market-based risks associated with transitions in technology. An example is staying on top of the transition from internal combustion engines to electric vehicles. New vehicle fan belts and spark plugs aren't selling quite as well as they used to. And finally, there are potential litigation risks. There are financial penalties associated with failing to comply with regulations. All of these are risks that face companies every year. How should forward-thinking investors react to them? To answer that question, we've brought in an expert. 7investing CEO recently spoke with Steven Rothstein, who is the Managing Director for the Ceres Accelerator for Sustainable Capital Markets. Steve and his team are helping a variety of stakeholders make better investing decisions with the ultimate goal of enabling a net zero economy. In the first part of the conversation, Steve discusses the global regulatory framework and the disclosure rules for developed countries, and also explains how proactively addressing climate risks can protect many companies from the $165 billion of economic losses due to things like floods, fires, and tornadoes. 92% of the Fortune 500 are voluntarily disclosing the results of their climate-related initiatives. There are no mandatory disclosure laws in the United States, although it's being considered by the SEC. A climate-related "scorecard" could be beneficial for investors as well, which could help investors identify the most climate-progressive companies in the market who could be less-exposed to unexpected lurking landmines. In the final segment of the show, Steve describes how his company has just released its most recent Climate Risk Scorecard on ceres.org. Don't miss out on future conversations like this! 7investing will be publishing upcoming interviews with the CEOs of PubMatic, Rocket Lab, and more. Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox.

Hold onto your cannolis! It's another globe-trotting episode of No Limit with Krzysztof & Luke! In this episode, we check in on Krzysztof's adventures in Sicily, discuss the value of getting rich slowly, and some of the basic principles of financial education, including what steps you need to take before becoming an investor.

For risk-tolerant investors who love a good thrill, there are few industries more exciting than biotechnology. He Jiankui shocked the world in 2018 by announcing he'd genetically modified twins born in China. Two years later, Jennifer Doudna and Emmanuelle Charpentier shared the Nobel prize for developing CRISPR, and a globally-coordinated effort was embracing Moderna's innovative new mRNA approach to develop a COVID vaccine and make it universally available. Gene editing found its way into the clinic, enabling a new wave of checkpoint inhibitors to help the body proactively find and detect cancer. A more comprehensive understanding of the human genome - made possible by the cost of sequencing falling bellow $500 - has unlocked a new field of diagnostics to proactively screen patients. NVIDIA's recent investment in Recursion is the latest move to introduce AI into health care. Yet there are also several challenges that face this industry's extreme pace of innovation. Patent infringements are common, as the courtroom is continually used to determine who owns the most cutting-edge IP. Payments are still largely in the hands of insurers, who are still figuring out how to reimburse for proactive treatments. Patient privacy and regulations are polarizing topics that have kept several tech companies at bay. And several of the industry's most important players are undergoing leadership changes, which could result in consequences that impact both their customers and the system at-large. How should investors approach this roller-coaster that we call the biotech industry? Are there exciting new trends and scientific breakthroughs that demand our attention? Are there larger companies who capitalize on those trends by providing the picks and shovels to enable them? Are there smaller, 'off the radar' companies who are risky but also offer enormous potential upside? To help us answer those questions, we've brought in Manisha Samy, who has spent her career in health care and seen it from several different angles. 7investing CEO Simon Erickson begins by asking Manisha what she's most excited about in health care today. Manisha explains that AI is finding its way into new opportunities and that NVIDIA's recent $50 million investment in Recursion could be a good sign that AI is becoming more prevalent in drug development. Genomic sequencing leader Illumina has unlocked quite a bit of information about the human genome. This will help not only for designing new drugs, but could also unlock new breakthroughs in computing as well. The two then dive deeper into Illumina, whose short-read sequencing approach has reduced the cost of sequencing the human genome from $3 billion to less than $500 over the past two decades. Yet Illumina's spin-off and then attempted re-acquisition of its GRAIL subsidiary is facing scrutiny from customers, investors, and regulators. The FTC is demanding Illumina divest GRAIL due to antitrust concerns, the EU is slapping Illumina with fines for violating its process, and activist Carl Icahn has gotten a seat on the Board while Francis DeSouza has resigned as CEO. Is Illumina still a good company to invest in? Simon and Manisha then turn to Invitae, who is an adopter of Illumina's sequencing technology to provide diagnostics to screen for genomic variants or even cancers. After years of aggressively making acquisitions to support its top-line growth, Invitae is now undergoing a turnaround to fix several of the financial issues it's gotten itself into. Manisha discusses her thoughts on the company and it's bigger-picture vision and strategy. In the final segment, Manisha introduces three small-cap biotechnologies companies that she believes should be on the radar of interested investors: Nanostring Technologies, Ginkgo Bioworks and Caribou Biosciences. Don't miss out on future conversations like this! Join 7investing's free email list to get our podcasts and investing insights delivered directly to your Inbox!

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. All month, we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return. In this “Income Style, Round 1, Matchup 3” bracket, our #4 ranked defense contractor Lockheed Martin (NYSE: LMT) is paired up against #5-ranked tower operator American Tower (NYSE: AMT). When looking over the next five years, which will prove to be the better investment?

Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA or other foundries like Taiwan Semiconductor to ever regain its former glory. One thing is for sure though: Intel finds itself in the middle of a turnaround. With revenue declining 36% year-over-year and it losing share in many of its product lines, it needs more than ever a renewed sense of focus. What will that mean for investors? 7investing CEO Simon Erickson shares his thoughts in today's update. NOTE: You can subscribe to our 7investing service to get Company Updates like this on a weekly basis! Get started for just $1 at 7investing.com/subscribe today!

Welcome to our 7investing Growth vs Income Summer Stock Challenge! We are on a quest to find the best current stock opportunity for investors. In this “Income Style, Round 1, Matchup 2” bracket, our #3 ranked mega health insurer UnitedHealth Group (NYSE: UNH) is paired up against #6-ranked exchange operator CME Group (Nasdaq: CME). Both of these companies serve hundreds of millions of people, capturing recurring revenues and extremely high margins. When looking over the next five years, which will prove to be the better investment? Follow along with us all month, as we’re pairing popular “growth” and “income” stocks up in head-to-head matchups — to ultimately determine which stock will provide the greatest upcoming five-year return.