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The case of a bull for small caps and chip manufacturers who benefit from more defense expenses

remon Buul by remon Buul
June 25, 2025
in Business
0
The case of a bull for small caps and chip manufacturers who benefit from more defense expenses

(This is a conclusion of the main discussions on the moving of money on the exclusion “Worldwide Exchange” of CNBC for Pro. Worldwide Exchange subscribers is broadcast at 5 am every day.) Investors are looking for gold opportunities as well as flea actions to play the expected increase in global defense expenses. Global exchange site: Barrick Mining, Gina Sanchez, from Chantico Global, sees Barrick Mining having more advantages despite a recent traction of gold prices. She added that he had an attractive assessment, negotiating the long -term benefits at around 10.5 times. “Gold demand will probably continue (and) a proxy for this in the equity space is a minor like Barrick Mining,” said Sanchez. “It is at a very good price, while the rest of the S&P 500 is not. If you think about the place where we are with prices, the margins are not exactly back to normal. … … Any success for the prices of raw materials will be difficult to pass, you will become actions and evaluations are subject to pressure. So I think that the cheaper part of the market will become more attractive during the year.” The intermediary of a barracks has a dividend of almost 2%, the technical case of bull for small Craig Johnson caps of Piper Sandler sees a potential of 16% for small capitalizations based on the technical movements of Russell 2000. “This did what I would define as an inverted background quite impressive” head and shoulders “, declared Johnson. Its mobile average at 100 days and just below its mobile average at 200 days. Defense, “said Klein.” Another name that is diversified is Macom, their defense company increases very quickly. “Klein said that his best choices in the semiconductor space are what he calls” the three riders: “Taiwan Semiconductor, Broadcom and Nvidia.

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