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 […]
Stock splits are all the rage with Nvidia the latest — how to know which will pay off
Stock splits have picked up in recent months. While stock splits don’t affect a company’s value, they can catalyze a move higher or lower, according to Wolfe Research. With this in mind, the firm provided a guideline to help investors gauge whether a stock split is a buying opportunity or a sign to steer clear. […]
I didn’t know how to start a business when launching Nvidia
Sometimes, inexperience can be key to success. So says Jensen Huang, who co-founded computer chip company Nvidia with fellow engineers Chris Malachowsky and Curtis Priem from a Denny’s booth in 1993. “Frankly, I had no idea how to do it, nor did they. None of us knew how to do anything,” Huang recently told “60 […]
How to bet against Nvidia using options if this is the top of the AI rally
Investors have been riveted by the AI surge over the past year, however the entire chip sector and its associated stocks are displaying signs of a potential pullback. We’ll review a bearish options set-up that wins if the semiconductor sector pulls back from highs. Considering this, I’m contemplating a bearish trade on Nvidia (NVDA) , […]
How to trade Nvidia and alternatives to the AI juggernaut
CNBC Pro readers flocked this week to several stories on Nvidia and other ways to play the stock’s monstrous rally. A little-known nuclear stock also caught the attention of subscribers. The top Pro story this week was ” Sell Nvidia or stick with it? Here’s what investors say ” in which several investors discuss what […]
Time to sell Nvidia? How to trade stocks that have ‘gone parabolic’
When stocks are in steep uptrends, it can difficult be difficult to determine when a meaningful corrective move is going to take place. We all want to capture as much of the uptrend as possible, especially when momentum is strong, but there is risk inherent to steep uptrends, which makes it important to have a […]
How to invest $100,000 right now, according to the pros
Equity markets have had a good start to the year, with the S & P 500 benchmark crossing 5,000 earlier this month and Europe’s Stoxx 600 index hitting an all-time high . The benchmark 10-year Treasury yield , meanwhile, is hovering around 4% after topping 5% last October for the first time in 16 years. […]
Here’s how to invest in the next leg of the AI boom, according to Citi
Artificial intelligence blew up the markets in 2023. And Nvidia marked the heart of the AI boom, soaring over 200% last year. The “Magnificent Seven” tech stocks drove much of the gains of the S & P 500, which rallied about 24% after a dismal 2022. “The most obvious beneficiaries of the generative AI revolution […]