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☆ Want to get into the AI industry? Head to Abu Dhabi.
▼ + stars: | 2024-10-08 | by ( Lakshmi Varanasi | ) www.businessinsider.com time to read: +5 min

The UAE's AI minister believes we'll have "centers and nodes of excellence across the world." Last year, the country's wealthiest emirate, Abu Dhabi, launched Falcon — its first open-source large language model. Abu Dhabi's ruling family also controls several of the world's largest sovereign wealth funds, including the Abu Dhabi Investment Authority and Mubadala Investment Company, a founding partner of MGX. In 2010, New York University launched a branch in Abu Dhabi that has since developed a focus on AI. Its "true strengths lie in the leadership's strategic vision, substantial investments in AI research and compute capacity, and government-led initiatives in industry.

Persons: we'll, —, Omar Sultan Al Olama, Al Olama, Abu Dhabi's, PwC, It's, Mohamed bin, Abu Dhabi, Nancy Gleason, Mohamed Organizations: United, United Arab Emirates, Service, Stanford's Center, Atlantic Council, International Trade Administration, Abu, Abu Dhabi Investment Authority, Mubadala Investment Company, Atlantic, New York University, University of Artificial Intelligence, Intelligence, NYU Abu Locations: United Arab, Silicon Valley, Malta, Paris, United Arab Emirates, UAE, Silicon, Abu Dhabi, United States, China, Dubai, University, Abu, NYU Abu Dhabi

☆ Why China stocks are not suitable for long-term investment
▼ + stars: | 2024-10-02 | 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 EmailWhy China stocks are not suitable for long-term investmentJared Woodard, BofA Securities head of research investment committee and ETF strategy, joins CNBC's 'The Exchange' to discuss the economic impact of China's new stimulus, why he thinks it is risky to trade in the country right now, and more.

Persons: Jared Woodard Organizations: BofA Securities Locations: China

For Love & Money is a column from Business Insider answering your relationship and money questions. Write to For Love & Money using this Google form. My great-grandparents passed down a large fortune to their kids, who passed it down to my parents when they died. Now, my parents have their share of the family inheritance. Write to For Love & Money using this Google form .

Persons: —, grandchildren's, Grandpa, doesn't Organizations: Business, Service

☆ What Warren Buffett's recent moves say – and don’t say – about today’s market
▼ + stars: | 2024-09-21 | by ( Michael Santoli | ) www.cnbc.com time to read: +8 min

And so it is with Warren Buffett's Berkshire Hathaway slashing its holdings in Apple and Bank of America in recent months. Buffett himself has indicated in recent years that he doesn't see an abundance of compelling value on offer in the public markets. But this in itself isn't much of a clue about future market prospects or the macroeconomic moment. Borgato says he believes "Buffett wants to leave a Berkshire behind that requires [fewer] future cash allocation decisions, not more." I'm not a buyer of the "cash on the sidelines" case for expecting money market assets to drain into stocks.

Persons: –, Warren Buffett's Berkshire Hathaway, Buffett, Ed Borgato, it's, pare Berkshire's, Greg Abel, Berkshire Hathaway, BRK.B QUAL, Ajit Jain, Trump, Borgato, Jared Woodard Organizations: Apple, Bank of America, Bank of, Buffett, Berkshire, Berkshire Hathaway, Washington Locations: Berkshire's, Berkshire, Apple, –

☆ Cadence CEO Anirudh Devgan: Investment in R&D gives us a moat, long-term differentiation
▼ + stars: | 2024-05-29 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

Cadence CEO Anirudh Devgan: Investment in R&D gives us a moat, long-term differentiationCadence President and CEO Anirudh Devgan joins 'Mad Money' host Jim Cramer to talk partnering with Nvidia, research investments, and more.

Persons: Anirudh, Anirudh Devgan, Jim Cramer Organizations: Cadence, Nvidia

☆ Stock splits are bullish signals for companies, says Bank of America's Jared Woodard
▼ + stars: | 2024-05-28 | 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 EmailStock splits are bullish signals for companies, says Bank of America's Jared WoodardJared Woodard, head of research investment committee at Bank of America, joins CNBC's 'The Exchange' to discuss recent stock splits, which companies might be next to consider splits, and more.

Persons: America's Jared Woodard Jared Woodard Organizations: America's, Bank of America

☆ Bank of America breaks down how to find the perfect ETFs for your portfolio in just 3 steps — and shares 15 top-rated funds with the best risk-adjusted returns
▼ + stars: | 2023-11-07 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Exchange-traded funds (ETFs) are easy to love, but successfully navigating the space can be challenging — even for experienced investors. Like mutual funds, ETFs allow investors to own many stocks at once. For example, investors' returns can be meaningfully altered by relative moves of the US dollar. Within that group, just 15 ETFs had a Sortino ratio of over 1. The Sortino ratio evaluates a fund or ETF's returns on a risk-adjusted basis relative to its downside volatility, and any mark over 1 is seen as solid.

Persons: Jared Woodard, Woodard Organizations: Bank of America, BofA's Research Investment Locations: There's, foolproof, one's, Japan, India, Mexico

☆ Investors should own assets that can benefit from inflation, says BofA Securities' Jared Woodard
▼ + stars: | 2023-09-25 | 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 EmailInvestors should own assets that can benefit from inflation, says BofA Securities' Jared WoodardJared Woodard, head of the Research Investment Committee and head of ETF strategy at BofA Securities, joins 'Squawk Box' to discuss the latest market trends and recent market correction, rest of year outlook, and more.

Persons: Jared Woodard Jared Woodard Organizations: BofA, Research Investment, BofA Securities

Farmers across the agrarian heartland that makes Thailand the world's second-largest rice exporter should be poised to benefit. These pressures on the sector, reported in detail for the first time by Reuters, are squeezing debt-laden Thai farmers despite tens of billions of dollars in subsidies over the past decade. Successive governments have spent 1.2 trillion Thai baht ($33.85 billion) on price and income interventions for rice farmers in the last decade, estimates Somporn. The average Thai farmer's income has dwindled. Unstable income for Thai rice farmersIn the years since Sripai followed her family into the paddy fields, the challenges have multiplied, but current prices offer a rare opportunity.

Persons: Somporn, Sripai, Danai Saengthabthim, Srettha Thavisin, King Chulalongkorn, Nipon Poapongsakorn, Thailand's, KNIT's, Yingluck Shinawatra, Yingluck, Devjyot Ghoshal, Pasit, Katerina Ang, Kay Johnson Organizations: Farmers, Reuters, Research, Knowledge Network Institute of Thailand, Bank for Agriculture, Agricultural Cooperatives, Agriculture, El, National Water Resources, Thailand Development Research, Nipon, Thomson Locations: Thailand, Kaeo, Chai, India, East, Asia, Africa, Rice, Chai Nat, Bangkok, Bangladesh, Nepal, Vietnam

☆ These 10 stocks will be under-the-radar winners of the inevitable AI takeover, according to Bank of America
▼ + stars: | 2023-07-16 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Here are 10 AI stocks that may be unexpected winners, according to Bank of America. Innovation has boosted productivity throughout history, and AI will be no exception, according to Bank of America. Bank of AmericaBank of America recently released projections about the possible productivity gains from AI through 2025, after which it sees productivity growth retreating to its post-2004 average of 1.4%. "AI stocks are priced for a bygone world of 2% bond yields, low costs of capital, easy globalization, and friendly inflation." Challenges for AI stocks include expensive valuations, low rates of profitability relative to other technology stocks, and other threats like regulation, according to Bank of America.

Persons: Jared Woodard, Woodard Organizations: Bank of America, Bank of America Bank of America, Bank of Locations: Bank of America .

☆ Bank of America warns that the time-tested 60/40 portfolio strategy is on its deathbed — but you can still profit by making these 11 investments
▼ + stars: | 2023-06-21 | by ( James Faris | ) www.businessinsider.com time to read: +6 min

The 60/40 portfolio doesn't work anymore, according to Bank of America. If the 60/40 portfolio was on life support last year, this year its demise is now "confirmed," Woodard wrote. Bonds require 40% of the assets in a 60/40 portfolio but have delivered only 25% of the returns since 1920, he noted. Weak bond returns will lead to "another lost decade" for the 60/40 portfolio, in Woodard's words. For income, Bank of America's researchers unveiled a strategy called "dynamic prudent yield" that promises to beat bond indexes while carrying less risk.

Persons: Bonds, Jared Woodard, Woodard, Woodward, Schwab Organizations: Bank of America, Bank of, RSP, Vanguard, Energy, P Metals, Mining, Uranium, Research, Government Bond ETF, First Trust, Income, Muni Bond ETF, Muni, Blackstone Senior Loan, of America, Bond, SPDR Bloomberg Convertible Securities ETF, US, iShares, Securities ETF, VanEck Preferred Securities, Financials, Bloomberg, Treasury Bond ETF, Treasury

☆ Moderna says it expects up to $15 billion in sales of Covid, RSV, flu vaccines in 2027
▼ + stars: | 2023-04-11 | by ( Annika Kim Constantino | ) www.cnbc.com time to read: +1 min

Moderna on Tuesday said it expects to see between $8 billion and $15 billion in sales from its Covid, RSV, flu and other respiratory vaccines in 2027. The biotech company said it sees a corresponding operating profit in the range of $4 billion to $9 billion. Those respiratory product estimates are supported by additional research investments of $6 billion to $8 billion "over the next few years," Moderna added. Moderna said earlier this year it expects $5 billion in mRNA Covid vaccine sales in 2023, a steep drop from the $18 billion the shot raked in last year. The Cambridge, Massachusetts-based company's Covid vaccine remains its only commercially available product.

☆ Bank of America shares its recession investing playbook based on 150 years of market history — including 5 ETFs to own now and 3 signals to watch to know when to 'confidently buy' at the bottom
▼ + stars: | 2023-04-05 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

For a downturn, the bank likes ETFs like IYK, ANGL, FALN, and CALF. Economists at Bank of America expect a recession to hit the US economy this year. Bank of AmericaThat's bad news for stock market investors, as a recession likely means downward pressure on corporate earnings and share prices. Bank of AmericaWhen the indicator has entered this phase in the past, the strategists said defensive stocks, small-cap stocks, value stocks, and emerging-market stocks have outperformed. In addition to the broader index, they also said materials stocks should outperform when the market begins to recover.

☆ China leads US in global competition for key emerging technology, study says
▼ + stars: | 2023-03-02 | by ( ) www.reuters.com time to read: +3 min

The Australian Strategic Policy Institute (ASPI) said its study showed that, in some fields, all of the world's top 10 research institutions are based in China. The study, funded by the United States State Department, found the United States was often second-ranked, although it led global research in high-performance computing, quantum computing, small satellites and vaccines. "Western democracies are losing the global technological competition, including the race for scientific and research breakthroughs," the report said, urging greater research investment by governments. The report called for democratic nations to collaborate more often to create secure supply chains and "rapidly pursue a strategic critical technology step-up". The study recommended visa screening programs to limit illegal technology transfers and instead favour international collaboration with security allies.

☆ Carmaker Stellantis to open software development hub in Poland
▼ + stars: | 2023-02-15 | by ( ) www.reuters.com time to read: +1 min

Companies Stellantis NV FollowMILAN, Feb 15 (Reuters) - Stellantis (STLAM.MI) said on Wednesday it will open a new software development hub near a manufacturing plant in Poland, staffing it with up to 300 people in the south-western city of Gliwice. The facility will add "software development resources to existing Stellantis technical operations in Europe," the carmaker said. The company already operates software development hubs in countries including Italy, France, Germany, United States, India and Brazil. Stellantis said it aimed to generate 20 billion euros ($21.36 billion) in incremental annual revenues by 2030 through its software-driven strategy. ($1 = 0.9363 euros)Reporting by Angelo Amante; Editing by Shounak DasguptaOur Standards: The Thomson Reuters Trust Principles.

☆ Morningstar: These 10 top stocks have strong cash flow, smart management teams, and are trading way below fair market value — making them the perfect investments to add to your portfolio as the chance
▼ + stars: | 2023-02-05 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +3 min

Here are Morningstar's top 10 stock picks that are trading as much as 35% below fair market value. 2023 has barely begun, but the stock market is already off to the races. But the ongoing market rally has revealed investors' newfound optimism around peaking inflation, China's reopening, and hopes for a dovish Federal Reserve pivot sometime this year. Still, the question remains: is this finally the bull market rally investors have been waiting for, or is it doomed to eventually collapse? The full list of 10 stocks is below, along with each firm's ticker, industry, market capitalization, and current price-to-fair value ratio.

☆ Buy these 15 high-quality stocks that will beat the market as a recession strikes in the next 6 months, according to Bank of America
▼ + stars: | 2023-01-12 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Bank of America sees limited gains for US stock indexes in 2023 as a recession begins. Inflation could also stay high for longer than expected, which would hurt growth stocks. He believes that the growth stocks that led the market in the previous decade will take a backseat to value names and smaller stocks in the coming years, especially if inflation persists. Since indexes like the S&P 500 are disproportionately weighted towards large growth stocks, such a shift could lead to rough years for benchmarks and funds that track them. "History suggests flat, volatile returns for crowded, large cap benchmarks," Woodard wrote.

☆ Buying these 9 ETFs will give investors a leg up in 2023 and for the rest of the bull market after a near-record year, according to Bank of America
▼ + stars: | 2022-12-09 | by ( Marley Jay | ) www.businessinsider.com time to read: +4 min

Bank of America is telling investors not to increase their stock investments until early 2023. It's telling investors which ETFs to buy to apply those themes in 2023 and beyond. So Woodard's group is telling investors that next year will be marked by a mild recession, lower inflation, and reduced corporate profits. Collectively, investors have poured $510 billion into equity ETFs this year, which is the second-highest on record according to BofA. In deciding which funds to buy next year, BofA first recommends that investors tack away from large, high-growth stocks.

☆ Here’s how to invest in the stock market next year, according to Bank of America
▼ + stars: | 2022-12-08 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

"Once rate hikes bite labor markets, the Fed will pause, and investors should deploy the $1.9 trillion," Bank of America strategists said. With a new normal of elevated inflation, BofA expects equal-weighted stock market indices to perform better than market-cap-weighted ones. How will you adjust your stock market investing strategy for the new year as recession signals heat up? The legendary investor estimated that policymakers may push the benchmark rate as high as 5.5%, which he warned could weigh especially heavily on the stock market. The stock market's recent run is due to fail even as investors are anticipating a Fed pivot ahead.

☆ Here's the 2023 playbook stock market investors should follow as they sit on a $2 trillion cash pile, according to Bank of America
▼ + stars: | 2022-12-07 | by ( Matthew Fox | ) www.businessinsider.com time to read: +3 min

Investors are sitting on a $2 trillion cash pile, but they should wait before investing it in stocks. Bank of America said "timing is everything" and investors will see stock buying opportunities in early 2023. "History reveals superlative returns after the last Fed hike," Bank of America said. "Active US household investors, the $40 trillion whale in equity markets, never sold aggressively enough in 2022 to reverse the $4.2 trillion equity inflows since COVID." BofA expects new market leadership in 2023 as 5% inflation levels become the new normal, compared to prior years of just 2%.

Finance expert Dominique Broadway tells moms who want to start investing that it's never too late. Financial coach Dominique Broadway, the CEO of Finances Demystified, urges moms to change their mindset and start making time for investing. If you're a busy mom who wants to start investing, here are Broadway's four tips to get going. Automate your investmentsBroadway suggested a "set it and forget it" strategy for moms who wanted to start investing. "With technology, there's just no reason for anyone not to start investing," she said.

☆ A top oil analyst explains why oil is about to surge to $120 - and stay there for 2 years as Europe battles supply shocks
▼ + stars: | 2022-11-15 | by ( Phil Rosen | ) www.businessinsider.com time to read: +6 min

Come December, oil prices in particular will come under pressure as the European Union imposes fresh sanctions on Russia. Oil prices are about to hit $120 a barrel, and they're likely going to stay high for two years. The Energy Aspects senior analyst said that Europe is facing troubling supply issues that are unlikely to go away anytime soon. "OPEC's been very protective of making sure there's a floor to prices," Gallarati said. What's something that you think could help ease oil prices heading into 2023?

☆ Buy these 16 stocks that are minting profits from their investments while maintaining ultra-low valuations, Bank of America says
▼ + stars: | 2022-11-13 | by ( Marley Jay | ) www.businessinsider.com time to read: +3 min

Former growth stocks can become outstanding value plays, according to Bank of America. It says they can deliver strong returns because of their balance sheets and competitive positions. "Young growth stocks can become mature value stocks," the group of strategists wrote. The RIC is positive on energy, small cap, and value stocks, noting that "there's always a bull market somewhere." Bank of America says they're among the least expensive S&P 500 stocks based on price-to-adjusted book value.

☆ Yellen says chips, research investments will boost U.S. economic capacity
▼ + stars: | 2022-10-21 | by ( David Lawder | ) www.reuters.com time to read: +2 min

HERNDON, Va., Oct 21 (Reuters) - U.S. Treasury Secretary Janet Yellen said on Friday that domestic investments in semiconductors and research would help reverse a longstanding innovation deficit and increase the productive capacity of the U.S. economy. Yellen, speaking at a business incubator in the Washington, D.C. area's Dulles technology corridor, said that the U.S. lead in technology innovation has increasingly come under threat from China and other competitors. "Our government's failure to invest in innovation has had wide-ranging impacts on our long-term economic well-being. Mobilizing capital toward semiconductors and clean energy, through a recently enacted climate and drugs package and boosting research and development will raise the U.S. economy's aggregate production capacity. "And in turn, we are raising America's long-term economic outlook," Yellen said.

☆ Stellantis opens software hub in India to support digital strategy
▼ + stars: | 2022-10-12 | by ( ) www.reuters.com time to read: +2 min

MILAN, Oct 12 (Reuters) - Carmaker Stellantis (STLA.MI) said on Wednesday it had inaugurated a new software hub in Bengaluru, India, its second innovation centre in the country, focusing on cockpit and driver assistance technologies. Stellantis aims to generate 20 billion euros ($19.4 billion) in additional annual revenues by 2030 from its software-driven strategy. It will house laboratories including a next-generation acoustic one, developing specific audio signatures as well as premium audio experiences for Stellantis vehicle owners. read moreStellantis, the world's fourth largest carmaker, is present in the Indian market with its Jeep and Citroen brands. ($1 = 1.0305 euros)Register now for FREE unlimited access to Reuters.com RegisterReporting by Giulio Piovaccari Editing by Mark PotterOur Standards: The Thomson Reuters Trust Principles.

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