Here’s how to get it on your iPhone
Apple CEO Tim Cook poses as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, on Sept. 9, 2024. Manuel Orbegozo | Reuters Apple on Monday released iOS 18.1, an update that includes the company’s artificial intelligence, called Apple Intelligence, for the iPhone 16 and iPhone 15 Pro. It […]
How to play AI without owning chip stocks like Nvidia: Fund manager
Buying shares of Nvidia or other semiconductor and Big Tech stocks is just one way to play the artificial intelligence theme. There’s a cheaper way to play it, Sean Peche of Ranmore Fund Management told CNBC Pro Talks last week. “Most investors over the last couple of years have thought that the only way to […]
How to play the stock
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ben Reitzes, Melius Research head of technology research, joins ‘Squawk Box’ to discuss Nvidia’s recent stock performance, if Nvidia’s stock will track macroeconomic concerns, and much more. Source link
Why Broadcom is tumbling after an earnings beat — and how to play dip
Broadcom reported an earnings beat Thursday, driven by strong sales of its AI products and VMware software. But management’s guidance for the current quarter disappointed investors, sending shares of the chipmaker down nearly 7% in the after market. This is too harsh of a reaction to an otherwise solid print. Revenue increased 47% year over […]
Nvidia isn’t the only way to invest in AI—how to choose an AI ETF
Chipmaking giant Nvidia reported second-quarter financial results after the closing bell on Wednesday, and the numbers were predictably impressive. The firm reported a 122% increase in sales in the quarter ending in July to go along with earnings that eclipsed Wall Street expectations. Shares were down about 6% on Thursday. It’s not often that a […]
How to retool your 60/40 portfolio for income generation, per BlackRock
Investors with an eye toward income generation — especially as they look toward retirement — may want to consider fine-tuning their “balanced” portfolios, according to recent research from BlackRock. The S & P 500 has surged 17% in 2024, rising on exuberance around tech and the artificial intelligence trade. Tech darling Nvidia , up more […]
Amazon stock comeback is facing some resistance, according to the chart. How to trade it
Amazon (AMZN) shares dropped after the cloud giant offered a disappointing forecast on both the top and bottom lines during its earnings call in early August. While the stock has since recovered much of its decline, it appears to be facing significant resistance around the $180 price level. This leads to an intriguing trade set-up […]
How to position for global tech downturn, according to Morgan Stanley
Morgan Stanley says a cyclical downturn in global tech is almost certain next year. “Our base case is that a cyclical downturn is a near certainty in 2025,” it said in an Aug. 20 report, adding that it will be caused by a “likely reversal” in the rate of change of revenue growth and tight […]
How to invest in private markets like the super-rich: Hamilton Lane’s Juan Delgado-Moreira
There’s a growing interest in alternative assets from all corners of the investing landscape, including family offices, endowment funds, insurers, financial advisors — and increasingly the super-rich , according to investment manager Juan Delgado-Moreira. “The ultra-high-net-worth are drawn to private markets and are increasing their allocations to the asset class because they offer a range of […]
Jim Cramer explains how to trade Thursday’s tech sell-off
After buyers fled from Big Tech on Thursday, CNBC’s Jim Cramer advised investors to take advantage of the rotation but beware that it may not last long. “I say enjoy the rotation. It’s historically broadened things out, and tomorrow you’ll get another chance to make money with today’s winners,” he said. “But if interest rates […]