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Disney's Hulu Buyout Sparks Buy Recommendation, TSMC Pullback Anticipated

John Creekmur of Creekmur Wealth Advisors applauds Disney’s acquisition of Hulu, predicting a 12% stock upside. TSMC shares have rallied but may pull back to $192-$195 before climbing to $240. Conversely, J.M. Smucker faces challenges from rising costs and inelastic pricing, prompting cautiousness among investors.

Disney's Hulu Buyout Sparks Buy Recommendation, TSMC Pullback Anticipated

Disney's Full Control of Hulu Signals a Buying Opportunity

John Creekmur, Chief Investment Officer at Creekmur Wealth Advisors, sees Disney’s recent move to acquire Comcast’s stake in Hulu as a strong buying signal. On Tuesday, following the announcement that Disney would pay $438.7 million to assume full ownership of Hulu, Disney's shares jumped over 2%. This strategic acquisition, years in the making, was initially disclosed in 2023 when Disney revealed its plan to purchase Comcast's 33% interest.

Creekmur emphasized Hulu’s profitability among Disney’s subscription services, highlighting how this deal enhances the entertainment titan’s appeal. He set a price target of $133 per share, projecting a potential upside of roughly 12% from the latest closing price. "We love Disney right now," Creekmur remarked, underscoring his bullish stance.

Taiwan Semiconductor: Expecting a Temporary Pullback

Taiwan Semiconductor Manufacturing Company (TSMC) has experienced a substantial rally in June, with shares increasing nearly 10% amid sector-wide gains. Tuesday saw another 2% rise following a robust revenue report for May. However, Creekmur advises caution, suggesting the stock is slightly overheated.

Currently trading at around $212.46, he anticipates a short-term pullback to the $192-$195 range, amounting to over a 9% dip. This correction, he believes, will set the stage for aggressive acquisitions. Creekmur envisions strong momentum propelling the stock to a target near $240, implying a 25% gain from the pullback level.

Why J.M. Smucker Remains Unattractive Amid Rising Costs

In contrast, Creekmur remains wary of J.M. Smucker, citing disappointing quarterly revenue figures as a red flag. Since mid-last year, he’s maintained a less favorable view, pointing to inflation-driven increases in input and labor costs that pressure margins. Additionally, Smucker’s pricing lacks flexibility, exacerbating margin compression.

"We'd stay away from Smucker right now," Creekmur advised, reflecting a defensive approach toward the stock amid challenging cost dynamics.

GameStop Invests $512M in Bitcoin, Acquiring 4,710 BTC to Expand Crypto Holdings
GameStop Invests $512M in Bitcoin, Acquiring 4,710 BTC to Expand Crypto Holdings

GameStop has formally entered the cryptocurrency market by acquiring 4,710 bitcoins worth over $500 million, reflecting bitcoin’s recent price surge. This strategic move supports CEO Ryan Cohen's efforts to transform the company and diversifies its asset base. Despite a slight stock price dip, GameStop maintains strong cash reserves and follows similar corporate bitcoin adoption trends.

Abercrombie & Fitch Shares Soar 25% Despite Lowered Profit Forecast Amid Tariffs
Abercrombie & Fitch Shares Soar 25% Despite Lowered Profit Forecast Amid Tariffs

Abercrombie & Fitch’s shares rose 25% after reporting better-than-expected Q1 results, including $1.10 billion in revenue and $1.59 EPS. The company lowered its full-year earnings guidance to reflect a $50 million tariff impact but raised its sales outlook. The Hollister brand outperformed the Abercrombie brand, leading revenue growth despite margin pressures.

Palantir and Constellation Energy Poised for Growth Amid AI Advancements
Palantir and Constellation Energy Poised for Growth Amid AI Advancements

David Kudla, CEO of Mainstay Capital, identifies Palantir and Constellation Energy as promising stocks benefiting from AI advancements and government policies. Palantir’s government-focused AI tools drive growth despite high valuation. Constellation Energy gains from nuclear power deregulation supporting energy needs for AI data centers. Salesforce faces increased competition in AI-integrated workflow software but remains a market leader with moderate growth.

Nvidia: How a $1,000 Investment 10 Years Ago Grew to $243,868 Today
Nvidia: How a $1,000 Investment 10 Years Ago Grew to $243,868 Today

Nvidia reported $44.06 billion revenue for Q2 2025, beating expectations. Its stock surged 1,490% over five years, fueled by AI demand despite trade tensions. A $1,000 investment 10 years ago would be worth $243,868 today, highlighting Nvidia's remarkable growth as a tech and AI leader.

JPMorgan Identifies Key European Stock Opportunities for 2025
JPMorgan Identifies Key European Stock Opportunities for 2025

In 2025, European markets have faced volatility from U.S. tariffs and geopolitical risks. JPMorgan recommends focusing on defense, infrastructure, and chemicals sectors, citing increased defense budgets and infrastructure spending, particularly in Germany. European equities have outperformed the U.S., but face challenges from rising bond yields and trade uncertainties.

Asian Stocks Surge After US Court Blocks Trump’s Tariff Policy
Asian Stocks Surge After US Court Blocks Trump’s Tariff Policy

Asian equities surged as a US court blocked former President Trump’s sweeping tariffs, ruling they overstepped constitutional limits. The decision, alongside Nvidia's robust earnings driven by AI chip demand, revitalized investor confidence and lifted major Asian markets. Safe-haven assets declined, while oil prices rose amid OPEC and geopolitical tensions.

Nvidia Shares Surge 6.5% Premarket After Strong Earnings Report
Nvidia Shares Surge 6.5% Premarket After Strong Earnings Report

Nvidia’s stock jumped 6.5% in premarket trading following better-than-expected Q1 financial results. The company overcame challenges from U.S. export limits to China, posting strong demand for AI-focused GPUs. This triggered a global semiconductor rally, lifting companies like SK Hynix, ASML, and others across Asia, Europe, and the U.S. Nvidia remains a key industry bellwether amid ongoing geopolitical trade tensions.

Market Faces Unique Split: Magnificent Seven Stocks Decline in Valuation Amid Broader Market Rise
Market Faces Unique Split: Magnificent Seven Stocks Decline in Valuation Amid Broader Market Rise

The 2025 stock market shows a stark contrast: the Magnificent Seven tech giants have seen their valuations decline, while the broader S&P 500 market has become more expensive. Despite the S&P 500's near-flat performance year-to-date, these top stocks, which constitute about 30% of the index, are trading at lower forward P/E ratios. Experts suggest this split reflects valuation risks and may limit significant market rallies for the rest of the year.

Generative AI to Accelerate Drug Discovery, Boosting Biotech Stocks: Jefferies
Generative AI to Accelerate Drug Discovery, Boosting Biotech Stocks: Jefferies

Biotech stocks have been pressured by higher interest rates and regulatory challenges, with the SPDR S&P Biotech ETF down over 11% in 2025. Jefferies projects that generative AI will transform drug discovery by reducing development time and failure rates, saving billions and enhancing returns. Companies such as Amgen and Schrodinger are already benefiting from AI-driven advancements, signaling a promising future for the sector.

Top 5 Buy-Rated Stocks Set for Growth, Says Bank of America
Top 5 Buy-Rated Stocks Set for Growth, Says Bank of America

Bank of America recommends buying five stocks with strong growth prospects, including Netflix for its streaming scale and advertising expansion, Amazon for robotics-driven efficiency, Boot Barn for broad-based sales growth, Nvidia for AI leadership, and Philip Morris for smoke-free product progress. These stocks demonstrate solid fundamentals and strategic advantages, presenting attractive investment opportunities this summer.

Oracle Set to Surge 70% Amid Cloud Growth, Says Investor Victoria Greene
Oracle Set to Surge 70% Amid Cloud Growth, Says Investor Victoria Greene

Victoria Greene highlights Oracle’s potential for a 50% stock surge driven by 70% cloud revenue growth. IBM’s strategic acquisitions and AI integration boost optimism, with the stock up 28% year to date. Meanwhile, Datadog struggles with margin pressures and competition, leading to a more cautious approach.

Top Stock Buyback Companies Poised to Outperform Amid Market Volatility
Top Stock Buyback Companies Poised to Outperform Amid Market Volatility

Market volatility and geopolitical tensions have investors looking towards companies with consistent stock repurchase programs. Firms like Apple and JPMorgan Chase, which have reduced their outstanding shares for over 10 years, tend to perform well amid uncertainty. Apple's recent $100 billion buyback and JPMorgan's increased repurchases highlight their confidence and offer defensive opportunities for investors.

Defense Stocks Enter Secular Bull Market Amid Rising Global Conflicts
Defense Stocks Enter Secular Bull Market Amid Rising Global Conflicts

Rising geopolitical tensions have propelled defense and energy sectors into a secular bull market. Key players such as Axon Enterprise and RTX Corp have broken out, reflecting heightened government spending and security concerns. Energy stocks like EXE and WMB outperform amid resource supply anxieties. Investors may consider wider stop-loss strategies to navigate volatility while capitalizing on these sectors’ strategic value as hedges against global instability.

Are Europe’s Defense Stocks Peaking? Citi’s Downgrade Signals Caution
Are Europe’s Defense Stocks Peaking? Citi’s Downgrade Signals Caution

European defense shares have soared this year, boosted by massive government spending plans including NATO’s commitment to allocate 5% of GDP to defense. Yet, Citi recently downgraded key stocks like Hensoldt, Renk, and Saab, cautioning that the sector may be overvalued and future growth could slow as budget targets face feasibility challenges.

Temasek's Portfolio Hits Record $324B Amid Strategic Shifts and U.S. Focus
Temasek's Portfolio Hits Record $324B Amid Strategic Shifts and U.S. Focus

Temasek Holdings, Singapore’s sovereign wealth fund, has achieved a portfolio value of $324 billion for FY ending March 2025, marking an 11% gain driven by strong performance from Singapore-based companies and strategic investments in the U.S., China, and India. The U.S. remains Temasek's largest investment destination, particularly due to its innovation in AI. While geopolitical and trade tensions pose risks, Temasek actively rebalances its portfolio to enhance resilience, emphasizing opportunities in green economy and life sciences. This shift reflects broader global investment trends towards technology and market stability.

How Tariffs Are Disrupting the Copper Market and Trader Strategies
How Tariffs Are Disrupting the Copper Market and Trader Strategies

The copper market is navigating a complex landscape marked by tariff-related uncertainty. Amid a notable surge in futures and copper-linked stocks, companies are front-loading purchases to dodge looming tariffs. Yet, declining inventories, changing export patterns from China, and weakening market signals point to possible price corrections ahead, leaving traders and businesses in a bind.

Anduril CEO Confirms Plans to Take Defense Tech Giant Public
Anduril CEO Confirms Plans to Take Defense Tech Giant Public

Anduril, a leading defense technology startup founded by Palmer Luckey, announced plans to go public, highlighting the strategic need to pursue large defense contracts. The company recently raised $2.5 billion at a $30.5 billion valuation, secured a significant $22 billion U.S. Army contract, and fosters crucial partnerships with Meta and OpenAI. This move marks a bold step toward expanding its market impact.