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☆ Magnificent 7 is not a monolith in this stock picker's market, says Alison Porter
  + stars: | 2024-04-29 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMagnificent 7 is not a monolith in this stock picker's market, says Alison PorterAlison Porter, Portfolio Manager of the Global Technology Fund at Janus Henderson, discusses mega-cap tech earnings, including upcoming results from Apple and Amazon.
Persons: Alison Porter Alison Porter, Janus Henderson Organizations: Global Technology Fund, Apple
☆ CNBC Pro Talks: Meet a fund manager who bet on A.I. before most investors knew what it was
  + stars: | 2023-04-19 | by ( ) www.cnbc.com   time to read: +2 min
The S&P 500 is up more than 8% this year led by a basket of mega-cap stocks, including chip stock Nvidia , which is up by around 90%. Both stocks are among Polar Capital Technology Trust's top 10 holdings. The fund manager also discussed the impact of a recession on FAANG stocks, which have been the primary drivers of the market rally this year. He joined Polar Capital in 2003. He's the lead manager of the Polar Capital Technology Trust, and fund manager of the Polar Capital Global Technology Fund and the Automation and Artificial Intelligence Fund.
☆ CNBC Pro Talks: Meet a fund manager who bet on A.I. five years ago
  + stars: | 2023-04-18 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
The investment manager set up a fund focused on artificial intelligence a full 5 years ago — well before AI was on every investor's lips. He's the lead manager of the Polar Capital Technology Trust, and fund manager of the Polar Capital Global Technology Fund and the Automation and Artificial Intelligence Fund. The funds' top holdings include chip giants as well as software and other tech stocks such as Nvidia , Advanced Micro Devices , Microsoft and Apple . He's the lead manager of the Polar Capital Technology Trust, and fund manager of the Polar Capital Global Technology Fund and the Automation and Artificial Intelligence Fund. The funds' top holdings include chip giants as well as software and other tech stocks such as Nvidia , Advanced Micro Devices , Microsoft and Apple .
☆ Nvidia vs. TSMC: Wall Street pros name their favorite stock as chip battle heats up
  + stars: | 2023-02-21 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
Warren Buffett's Berkshire Hathaway has dumped most of its stake in TSMC, just months after buying the Taiwanese chipmaker's stock. TSMC TSMC, meanwhile, is sometimes seen as a barometer of the strength of the U.S. consumer, with Apple among its biggest customers. This is a Game of Thrones battle and AI is here to stay with Nvidia a great play on that front. TSMC is a global chip recovery play that is well positioned with Nvidia in the left lane of innovation," he told CNBC Pro. "TSMC is the short-term play with Nvidia more of the longer-term AI bet."
☆ What one tech fund manager is expecting from Apple and Alphabet earnings this week
  + stars: | 2023-01-31 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Apple and Alphabet are, among others , due to post their fourth-quarter results this week and all are facing their "own set of challenges," according to tech fund manager Jeremy Gleeson. Gleeson, who manages the £1.1 billion ($1.5 billion) AXA Framlington Global Technology Fund, said there was enough bad news in Microsoft's earnings to "spook" some investors into selling the stock. However, the stock's more-than 2% bounce subsequently is an "encouraging" sign for the rest of Big Tech, Gleeson told CNBC's "Squawk Box Europe". MSFT 3M line Apple and Alphabet make up 8.7% and 7.8% of the AXA Framlington Global Technology fund respectively. They're buying, not the low-end products, but the high-end products from Apple," Gleeson added.
☆ Chip stocks did badly this year — but this fund manager is still bullish, naming 2 to buy
  + stars: | 2022-12-30 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +2 min
The PHLX Semiconductor Sector Index is down nearly 37% year to date. Producing electric vehicles, for instance, involves using a lot more semiconductors, Gleeson noted. Another semiconductor firm he likes is U.S.-based Lattice Semiconductor , which is focusing more on the autos industry. Gleeson isn't the only one who's optimistic on the chip sector. Several Wall Street pros are also urging investors to take a longer-term view on the sector , given the importance of the semiconductor chip in several key secular trends.
☆ Tech is 'down but by no means out' — watch these stocks next year, fund manager says
  + stars: | 2022-12-29 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
It's been a bad year for tech companies, as investors flee growth stocks in the face of rising interest rates and other headwinds. Growth stocks, such as Big Tech, were an investor favorite in an era of low rates. That would depend on the "data points that come through" when companies report fourth-quarter earnings in the February to March period, tech fund manager Jeremy Gleeson of AXA Investment Managers told CNBC Pro Talks last week. Nevertheless, Gleeson said tech stocks are "down but by no means out." Earnings is a key metric in the tech sector, he said, adding that he prefers firms with strong balance sheets.
☆ Tech fund manager backs these 2 software stocks will outperform in a recession
  + stars: | 2022-12-23 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Enterprise-software giants ServiceNow and Salesforce are set to be beneficiaries of a recession in 2023, according to tech fund manager Jeremy Gleeson. The two Silicon Valley giants sell software services that aim to make businesses' sales, customer service, and operational workflows more efficient. Gleeson, who manages the £1.1 billion ($1.5 billion) tech fund AXA Framlington Global Technology Fund, said both firms would benefit from companies looking to reduce costs during a recession by automating parts of their operations. Salesforce shares closed at $130 on Wednesday. JP Morgan analysts believe the company is set to outperform its peers despite the "worsening macro environment".
☆ CNBC Pro Talks: Fund manager Jeremy Gleeson on how to trade tech right now
  + stars: | 2022-12-20 | by ( Cnbc.Com Staff | ) www.cnbc.com   time to read: +2 min
After a tough year for tech, the sector's stocks are "down but by no means out," according to CNBC Pro Talks ' next guest. Gleeson has more than 20 years of investing experience, with a focus on the tech sector. Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST. Gleeson has more than 20 years of investing experience, with a focus on the tech sector. Watch the next Pro Talks on Wednesday, Dec. 21 at 12 p.m. GMT/ 8 p.m. Singapore Time / 7 a.m. EST.
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