FDA backs adjusting COVID booster to new variants, RH and TSM stocks down

요약 보기

Yahoo Finance 방송. TSMC는 삼성의 3나노 양산 소식에도 불구하고 공급망 병목과 코로나 생산 중단으로 올해 약세이며 당일 약 2% 하락. 코로나 재확산 우려 속 FDA가 모더나·화이자 부스터를 BA.4/BA.5 대응으로 업데이트하도록 권고. RH는 경기 둔화와 모기지 금리 급등으로 올해 매출 2~5% 감소를 예고해 주가가 급락.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. back everyone it is time for triple play and my pick is chip maker taiwan semiconductor manufacturing company it's a mouthful but it's just shortened down to tsm as a ticker now the shares are down today by about two percent and this is just as samsung beats it to be the first to commercialize three nanometer chips now the smaller the nanometer number the more advanced the chips are now samsung's new chips are expected to reduce power consumption by up to 45 percent and improved performance by 23 now tsm is still by far the most dominant and advanced player in the semiconductor chip game controlling about 54 of the global market share versus samsung at 16 obviously apple also keeping a close eye when it comes to chip production now of course it's best known for being apple's principal chip supplier tsm will come out with its own three nanometer chips later this year and it's even faster two nanometer chip is planned for mass production in 2025 but of course all chipmakers stocks still under pressure this year as a result of supply chain bottlenecks as well as covid related production stoppages and tsm specifically down more than 25 year today hey rochelle we were talking earlier this week you brought up another chip player and the fact that this space is still waiting for funding they've promised 52 billion dollars a lot of the bigger players in the space saying that they're not going to expand production here in the us unless they get that funding we talk about the direct impact that this is having on the economy the big player are the big factor here being the supply chain issues that are touching a number of industries so be an interesting story to continue to watch and see how some of those chipmakers do respond as hopefully we get some developments out of capitol hill all right well my place today moderna and pfizer the fda backing changing coveted booster shots to target the most recent omicron subveriance not dr peter marks he's the head of the fda's vaccine division saying that the two companies should update their shots to target omicron ba-4 and ba-5 and ask them to start trials on those now the fda is looking to update booster shots to give people better protection as another wave looms you've heard a number of medical experts out over the last several days several weeks talking about the fact that we are at risk for a sixth wave now cdc estimates that two subvariants make up more than half that those two sub-variants ba-4 and b-a-5 make up more than half of the new cases here in the us dave once we thought we might be beyond the worst of covid the warnings that we're getting from some of the medical professionals about this latest variant when it comes to omicron are pretty worrisome it's stunning right now uh shauna and you look at the two cities being impacted the most new york city where we are in san francisco on the opposite coast people aren't testing right now they're not you you talk to your friends and your family they're just not testing and yet the new york times shows a hundred and twelve thousand new cases in the last 24 hours 388 deaths you get this you'll load to this sense of of comfort it is coming back and is coming back with the vengeance and people are just kind of over it and past it and another wave is certainly coming by the way i think they're also uh asking for full approval of pax lovid the uh pfizer covet pill my play is rh formerly known as restoration hardware rh tampering expectations for the year saying demand has slowed because of a quote deteriorating economy r8 says it expects a revenue decline of between two and five percent in fiscal 2022 ceo gary friedman saying due to mortgage rates spiking luxury home sales slowing and of course fed hiking rates quote our expectation is that demand will continue to slow throughout the year and shares have been hammered not just after hours yesterday but today down more than 10 percent and down more than 60 percent year to date in a very tough environment rachelle i mean when it comes to housing as you mentioned it a tough market indeed if homes aren't being built as much you're not having as many of these inputs these industrial inputs that people would need from a company like rh we might actually start seeing more new inventory coming onto the market we are seeing some mortgage rates cooling a little bit we'll be discussing more of that with our housing guests but a tough time this has been one of our top trending tickers for the last couple of days so it's definitely a rough patch there for our age it certainly is we've also heard from a number of analysts over the last 24 hours since we got rh's results jp morgan wells fargo jeffries dave among some of those big players that have lowered their price targets because of the results that we have very big time and other stocks dragged down as well wayfair included in the wake of this news