Morgan Stanley says salt is the new oil. Here’s why and how to play it
Salt can become a hot commodity amid a boom in demand for sodium-ion batteries, according to Morgan Stanley. Analyst Jack Lu and his team at the bank predict sodium-ion batteries will account for 20% of total battery deployment market share by 2030 and 37% in 2035. Currently, his team expects it to make up around […]
How to trade the SpaceX dip
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email The Investment Committee debate whether it’s safe to buy the SpaceX dip. Joe Terranova, senior managing director for Virtus Investment Partners, joins CNBC’s ‘Halftime Report’ to detail his latest portfolio moves. Source link
How to get SpaceX stock — without buying the IPO
Elon Musk is photographed at SpaceX in Brownsville, Texas. Marvin Joseph | The Washington Post | Getty Images The SpaceX initial public offering on Friday is poised to be the biggest ever — and is generating a lot of buzz. But IPOs can carry dangers for the average investor, according to finance experts. For starters, […]
Pimco is warning about a spike in defaults — How to position portfolios
Pimco is warning fixed-income investors to stay away from lower-quality credit, but sees plenty of opportunities in high-quality assets. The global asset manager, which has $2.27 trillion in assets under management, said in its 2026 outlook that the “credit loss cycle is upon us.” “After years of effortless returns, the default cycle is reasserting itself, […]
Jim Cramer talks how to position your money amid these market swings – CNBC
'Mad Money' host Jim Cramer on how to navigate the market swings. Source link
Stocks continue surging to record highs. Here’s how to hedge
The S&P 500 has staged an impressive recovery, rallying more than 17% off its March lows on a combination of tariff relief optimism, resilient earnings and a powerful rebound in semiconductors. It is a move that has rewarded patience. It is also one that has quietly made hedging both more affordable and more strategically sensible. […]
Update your 60/40 with a ‘total portfolio approach’ to navigate volatility
Investors may want to rethink how they are structuring their 60/40 portfolios. The role of a traditional allocation of 60% stocks and 40% bonds has been the subject of debate in recent years, particularly after its dismal performance in 2022 when stocks and bonds saw their prices decline in tandem. While some still call the […]
Jim Cramer says this is how to play a market rotation — and one stock he’d buy
CNBC’s Jim Cramer said investors navigating Monday’s volatile market should use sharp pullbacks as buying opportunities rather than chasing short-lived rallies. “You go to your machine that you use for stocks,” the “Mad Money” host said. “You query it for the top ten largest losers in the S&P 500. If you like any of them…then […]
Altimeter’s Brad Gerstner on big tech and how to trade it
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brad Gerstner, Founder and CEO of Altimeter Capital, joins CNBC’s “Halftime Report” to break down his ownership in big tech and how he sees the future of the space. Source link
How to trade Intel at these levels
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Kevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC’s “Halftime Report” to share his strategy on Intel which has surged in recent months Source link