In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:
Will satellites disrupt telecom?
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Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. If you'd invested $5,000 then, you'd be sitting on $2,633,375 today.*
Now, for the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. It's a key player in the $1.8 trillion space race, and with the stock recently sitting 20% off its highs, the window to get in early is closing fast.
*Stock Advisor returns as of July 13, 2026
This podcast was recorded on July 8, 2026.
Travis Hoium: Oil is up, and stocks are down, and Motley Fool Hidden Gems Investing starts now. Welcome to Motley Fool Gems Investing. I'm Travis Hoium, joined today by Lou Whiteman and Rachel Warren. Guys, we've got to start with the topic of the day, which is the market is down, oil is up about 5% as we're recording early on Wednesday. Rachel, this does seem to be a bit of a trend, at least over the past couple of weeks. Nasdaq is down about 5% the Nasdaq-100. We're starting to see a little bit of a pullback there. Maybe that's valuation-based. Maybe that's a little bit of, we're waiting for earning season to begin. But now we have this oil thing going on. What are the headlines that people need to keep in mind as they're looking at their investments today?
Rachel Warren: There's a few factors at play. Obviously, oil and inflation are two big ones. The U.S. just canceled its sanctions waiver on Iranian oil. The ceasefire has been declared over. That basically means less oil is likely to be moving around the world. We've seen Brent Crude prices go up, and tech stocks are obviously taking a big hit because U.S. inflation is already quite warm at 4.2%. The worry about some of these spikes is that the Fed will keep interest rates higher for longer. When interest rates stay high, investors are less willing that they might be in other periods to pay those premium prices for the tech companies that move the market and that promise huge profits down the road. You can look at the chip sector this week. Had Samsung reported a massive 19-fold jump in profits with a huge AI demand, but the stock still fell. I think a lot of what we see is this Wall Street being trapped in a short-term 90-day game. A lot of the daily market volume is driven quantitative computer algorithms. When scary headlines hit the tape, those models often trigger those cell orders. I think that's also something we're seeing at play right now.
Source: Yahoo Finance Top News — This article was automatically imported from the source. Read full article at original source →
