Stock Talk
Two separate announcements yesterday on two stocks we watch -SkyWater Technology (SKYT) and Hecla Mining (HL) - produced a market reaction that was telling, though arguably backward from logical sense.
SkyWater was modestly rewarded despite appearing to sell future strategic value too cheaply, while Hecla was faded after monetizing an aging asset at a strong price. The view here remains that SKYT may offer limited upside in the near term, while Hecla’s sale brings forward debt reduction and provides resources to expand its more promising prospects. For shareholders, the SKYT deal weakens the future, while the Hecla transaction strengthens it.
As far as semiconductor foundries in the United States, another somewhat overlooked name is Global Foundries (GFS). This is where Advanced Micro Devices chips were once made before manufacturing shifted to Taiwan. Today, GFS remains a meaningful U.S.-based foundry and a force to be noted.
GFS is also where Navitas Semiconductor chips are slated to be manufactured, supporting the data-center buildout driven by NVIDIA’s ultra-fast processors. Beyond that, GFS manufactures chips used across transportation, communications, medical equipment, appliances, and the aerospace and defense industries. In these times, the Jones Report view is that GFS represents a national asset worth watching.
Related background:
https://stockstowatch.blogspot.com/2025/10/nvts-coming-game-changer-behind-ais.html
GlobalFoundries (GFS) is being elevated on the Jones list of stocks to watch. A follow-on Jones Report to come.
Markets often trade ahead of earnings, and even well-run companies can see pre-earnings volatility. Ultimately, price direction will depend on results and guidance. With Kinross and Hecla, some volatility would not be surprising. Beyond that, this report maintains the previously stated view. Investors must make their own decisions.
Meanwhile, broader conditions continue to evolve. Modern warfare, shifting alliances, and supply-chain realities reinforce the importance of made-in-the-USA capability, especially in semiconductors.
Chips are everywhere: defense systems, aerospace, medical devices, vehicles, energy infrastructure, and communications.
Stocks currently on the Jones watch list:
- Kinross Gold (KGC)
- Hecla Mining (HL)
- Coeur Mining (CDE)
- Novo Nordisk (NVO)
- GlobalFoundries (GFS)
- SkyWater Technology (SKYT)
- Intel (INTC)
- Navitas Semiconductor (NVTS)
- D-Wave Quantum (QBTS)
- Kratos Defense & Security Solutions (KTOS)
And many more stocks as developments continue.
This report remains free, ad-free, and tracker-free.
Do your own homework. Make your own decisions.
More developments remain on the radar as conditions evolve.
As always, stay sharp, stay selective, and stay nimble.
Jones Note: Readership will determine whether this report continues at its current pace.
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More later so ....Stay tuned, if you dare!
For now, we close by noting that any view on the market and stocks on any particular day may change in the days to come. That is why we watch and see how our views match up with reality. Looking ahead a few months may be a way to do things - but thinking too deeply about world events and the recent alliances forming, can make projecting ahead a dicey endeavor.
All in all - we use the word maybe "some", not "too much" and play it accordingly. Never get arrogant in our notions because things do change - and individual stocks are subject to many factors outside our control. So, we try to -stay aware.
With all the above caveats and attempted prognostications, I will close this post. Stay tuned for more opining on the market and stocks to watch.
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