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☆ Nvidia could be set for a 30% correction as it faces 3 major headwinds, including waning demand and competition, says a senior investment researcher
▼ + stars: | 2024-06-04 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

"The company made a massive switch in its consumer mix," said Sandeep Rao, a senior researcher at Leverage Shares, an investment management company. As for competition, even if Nvidia's contenders appear weak, more entrants will grab market share. Beth Kindig, the CEO and lead tech analyst for the I/O Fund, estimates that AMD's market share could reach 20%. Nvidia and AMD have similar production costs since neither makes their GPUs but uses the same supplier, Taiwan Semiconductor (TSMC). "So AMD is a little bit behind in terms of performance," Rao said.

Persons: Sandeep Rao, corporates, Rao, Nvidia's, Blackwell, Rubin, AMD'sRadeon, Beth Kindig, Nvidia's Blackwell Organizations: Service, Apple, Microsoft, Business, Nvidia, Semiconductor, Nvidia Investors, AMD, Taiwan Semiconductor, Intel, Baidu Locations: China, India

☆ Stock market today: US indexes rally after cool inflation data
▼ + stars: | 2024-05-31 | by ( Filip De Mott | ) www.businessinsider.com time to read: +2 min

US indices rallied after a promising PCE report. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . As projected, core PCE rose 0.2% in April. ""The equity market wants to see a slowdown in economic growth and today's PCE data provided a soft-landing report," David Donabedian said, chief investment officer of CIBC Private Wealth US. Here's where US indexes stood at the 4:00 p.m. closing bell on Friday:AdvertisementHere's what else happened today:In commodities, bonds, and crypto:

Persons: —, Friday's, David Donabedian, Eric Sterner Organizations: Dow, Nasdaq, Service, Dow Jones, Nvidia, Microsoft, PCE, CIBC Private Wealth, Federal Reserve, Apollon Wealth Management

☆ CNBC's Inside India newsletter: The secret of the stock market rally
▼ + stars: | 2024-05-23 | by ( Ganesh Rao | ) www.cnbc.com time to read: +5 min

This report is from this week's CNBC's "Inside India" newsletter which brings you timely, insightful news and market commentary on the emerging powerhouse and the big businesses behind its meteoric rise. "This particular product, and broadly speaking, the domestic investor, has driven the upsurge in the Indian stock markets," Mahesh Nandurkar, head of India research at Jefferies, told CNBC. For instance, of the nearly 4,900 actively traded India-listed stocks, 300 stocks had a fall in revenue in the last two consecutive financial years. Foreign investors have historically had a significant influence on local equity markets. For now, the savings directed into equity markets are still a tiny proportion of the overall savings Indians put away annually.

Persons: it's, Mahesh Nandurkar, Hermes, Jonathan Pines, Deepak Jasani, Jefferies, Nandurkar Organizations: Association for Mutual Funds, SBI Equity, Opportunities, ICICI Prudential, Advantage Fund, Jefferies, CNBC, Federated Hermes, HDFC Securities Locations: India, Japan

☆ A renowned market bear who called the dot-com bubble warns Wall Street groupthink is wrongly leading investors to abandon recession forecasts — and says a 'policy disaster' is brewing as the Fed keeps
▼ + stars: | 2024-05-18 | by ( William Edwards | ) www.businessinsider.com time to read: +6 min

Various labor market indicators are also showing growing weakness in the economy, he said. Societe GeneraleNational Federation of Independent Business data shows further labor market weakness is likely to come, as small business hiring plans continue to fall. Both stats would suggest a rising unemployment rate going forward. In the meantime, the labor market has consistently proven resilient despite high interest rates, and stocks have enjoyed an eye-popping rally to new highs. Some also argue that labor market data points like the rising unemployment rate have to be shown with context.

Persons: —, Albert Edwards, didn't, Edwards, aren't, we'll, Societe Generale Edwards, Bob Elliott, groupthink Edwards, Alan Greenspan Organizations: Service, Societe Generale, Wall, Business, Societe Generale National Federation of Independent Business, ING, Generale, Unlimited Partners, Bridgewater Associates, of Labor Statistics, Tech

☆ We're exiting a troubled drugmaker and putting the cash into 2 health-care stocks with brighter outlooks
▼ + stars: | 2024-05-08 | by ( Jeff Marks | ) www.cnbc.com time to read: +6 min

We are exiting our position in Bausch Health , selling 2,930 shares at roughly $7.13. In addition, are buying 95 shares of Abbott Laboratories at roughly $104.53 and 125 shares of GE Healthcare at roughly $81. And we are still buying into weakness because shares of Abbott and GE Healthcare are down over the past month. Shares of Abbott have been in the doghouse since March due to litigation concerns for its baby formula business. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Jim Cramer's, Bausch, It's, Jim Cramer, Amneal, Abbott, Johnson, it's, GE Healthcare's, Jim Organizations: Bausch Health, Abbott Laboratories, GE Healthcare, ABT, GEHC, Amneal Pharmaceuticals, Abbott, Johnson, GE, Electric, Disney, Wynn Resorts, WYNN, CNBC Locations: BHC, Bausch's, China, U.S, Bausch

☆ Buy these 8 underrated stocks that are about to report surprisingly strong Q1 earnings, according to Bank of America
▼ + stars: | 2024-05-05 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

Small- and mid-cap companies have long lagged the broader market due to a slew of challenges, including higher interest rate expectations. However, the strategy head acknowledged that not all small- and mid-cap stocks are the same. The former has been the most consistent small-cap group in economic regimes like this one, though quality stocks can also be a strong choice. Below are the other eight SMID-cap stocks with earnings prospects that Bank of America is bullish about now. Along with each is its ticker, market capitalization, sector, Z-scores for earnings and revenue (higher is better), and Q1 earnings report date (soonest are listed first).

Persons: BofA, Russell, Jill Carey Hall, Hall Organizations: Bank of America's, Business, Bank of America

☆ Apple remains Buffett's biggest public stock holding, but his thesis about its moat faces questions
▼ + stars: | 2024-05-03 | by ( Kif Leswing | ) www.cnbc.com time to read: +9 min

That's about four times bigger than Berkshire's second-biggest public stock holding, Bank of America , and makes the company the No. The bet on Apple and CEO Tim Cook has paid off handsomely for Buffett, who said in 2022 that the cost of Berkshire's Apple stake was only $31 billion. "So I called up Warren Buffett. "It's kind of more like an annuity and I think that's what Warren Buffett really sees as well." "When I buy Apple, I know that Apple is going to repurchase a lot of shares," he said in 2018.

Persons: Tim Cook, Warren Buffett, Berkshire Hathaway, behemoth, Buffett, He's, Cook, Apple, Warren, Ted Weschler, it's, Dan Eye, Buffett hasn't, Bernstein, Toni Sacconaghi didn't, Sacconaghi, Clayton Organizations: Warren Buffett Getty, CNBC, Berkshire, Apple, Bank of America, Buffett, Consumer Intelligence Research Partners, iPhone, Washington Post, Oracle, Fort Pitt Capital Group, Microsoft, The, Apple Watch, DOJ, Clayton Homes Locations: Omaha , Nebraska, Berkshire, Omaha, Cupertino , California, U.S

☆ AI engineers report burnout, rushed rollouts as 'rat race' to stay competitive hits tech industry
▼ + stars: | 2024-05-03 | by ( Hayden Field | ) www.cnbc.com time to read: +16 min

The AI engineer bailed on his friends, who had traveled from the East Coast to the Seattle area. watch nowThis is the dark underbelly of the generative AI gold rush. Last year marked the beginning of the generative AI boom, following the debut of OpenAI's ChatGPT near the end of 2022. Justin Sullivan | Getty ImagesAn AI engineer at Microsoft said the company is engaged in an "AI rat race." The Microsoft AI engineer said a lot of tasks are about "trying to create AI hype" with no practical use.

Persons: Sebastien Bozon, Jensen Huang, Tech's, Amy Hood, Mark Zuckerberg, Zuckerberg, Andy Jassy, Jassy, they're, Eric Gu, “, Gu, Satya Nadella, Sam Altman, Justin Sullivan, there's, Morry, Kolman, doesn't, Sundar Pichai, Bard, There's, That's, beholden, Ayodele Odubela, ", it’s, Adam Selipsky, Anthropic, Dario Amodei, Noah Berger, Odubela, Gemini Organizations: Google, Apple, Facebook, Microsoft, AFP, Getty, Amazon, CNBC, Big Tech, Nvidia, Google . Engineers, Tech, Vision, Cloud Next, Web, Amazon Web Locations: Mulhouse, France, East Coast, Seattle, ChatGPT, San Francisco, Vegas, Las Vegas, German

☆ Tech companies are heavily exposed to China, putting gains at risk, Piper Sandler says
▼ + stars: | 2024-04-24 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Tech stocks are heavily exposed to China, which could put gains at risk, according to Piper Sandler. Tech companies are especially vulnerable to any weakness in China, with semiconductor businesses notably generating more than 30% of their sales in the country, the note read. In April, the VanEck Semiconductor ETF (SMH) has dropped about 7%, underperforming the S & P 500's more than 3% decline during the same period. "S & P large caps have near-record exposure to a China that is wobbly economically, with an increasingly authoritarian Heavy Hand of regulation," Lazar wrote Wednesday. S & P Global Ratings this week noted the country could be in for a new wave of bond defaults that could come as soon as next year, further fueling those worries.

Persons: Piper Sandler, Nancy Lazar, Lazar, — CNBC's Evelyn Cheng Organizations: Tech, Street Journal, VanEck Semiconductor, Devices, Intel Locations: China, Beijing, Shanghai

☆ Bond auctions are a bigger deal than usual this week. The first went the way of the bulls
▼ + stars: | 2024-04-23 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

Treasury yields dip: In addition to earnings, the other part of the market's gauntlet this week is a trio of huge Treasury auctions. The PMI data was softer than expected, confirming signs of the economic "brown shoots" that Jim Cramer has recently been flagging. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Jim, Jim Cramer's Organizations: CNBC, Nasdaq, Dow Jones, Treasury, P Global, PMI, Federal, Amazon, Foods, Apple, Developers, Tesla, Enphase, Texas, Boeing, Boston Scientific, Otis Worldwide, Jim Cramer's Charitable Locations: Enphase Energy, Humana

☆ A top-10% fund manager over the last 10 years outlines the growth strategy that's helped him consistently crush his peers — and shares 4 of the best investments to make now
▼ + stars: | 2024-04-21 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Like many others, fund manager Jim Golan has made a fortune from mega-cap growth stocks. For the last 19 years, Golan has logged consistently solid returns as manager of the $2.2 billion William Blair Large Cap Growth Fund (LCGNX). Large, high-quality growth stocks have been in vogue since the early 2010s, though that doesn't explain why Golan's fund has excelled versus its peers. How to invest in large growth stocks — and 4 top picksTo impress Golan, stocks must have scale or other structural advantages that lead to success over his three- to five-year investing horizon. Below are four companies the leading fund manager is especially bullish about, along with the ticker, market capitalization, sector, and thesis for each.

Persons: Jim Golan, Golan, William Blair Large, David Ricci, Morningstar, —, Golan isn't Organizations: Growth, Business, Microsoft, Nvidia

☆ This investor, mentored by Peter Lynch, hasn't abandoned the 'Mag 7,' but is placing bets on these mid-caps
▼ + stars: | 2024-04-19 | by ( Sarah Min | ) www.cnbc.com time to read: +9 min

It was under the tutelage of legendary investor Peter Lynch that Sullivan developed the edge that has served him in his career. The numbers Today, Sullivan manages the Putnam Investments Core Equity Fund (PMYYX) , a multicap fund with $4.4 billion in assets that he started in 2010. "The numbers are good," Sullivan said. Ultimately, Sullivan said he's learned a lot from other investors, noting the good stock pickers have had "pretty eclectic" approaches that helped them outperform the market over time. "And I found the good fortune over the decades to be around pretty good stock pickers, pretty good money managers."

Persons: Gerard Sullivan, Peter Lynch, Sullivan, Lynch, hadn't, —, Arthur Yeager, PMYYX, Morningstar, It's, Yeager, Tesla, it's, that's, Rajesh Subramaniam, he's, I'm, That's Organizations: Fidelity, Columbia Business School, Magellan Fund, Putnam Investments, Equity, Pacific Gas & Electric, CMS Energy, Companies, Nvidia, FedEx Locations: Brooklyn, U.S, California, Michigan, Pinterest

☆ The Russell 2000 smallcaps lost about 3% last week and could face still more trouble ahead
▼ + stars: | 2024-04-13 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

This month's rout in smallcap stocks has erased the Russell 2000's sparkling first quarter gain, and the benchmark index for smaller shares could face further trouble ahead so long as interest rates are left unchanged. A hotter-than-expected March inflation report on Wednesday pushed investors on Wall Street to extend out expectations for the Federal Reserve's first interest rate cut to September from June, according to the CME Group's FedWatch tool . The Fed's last interest rate increase in the current cycle was in July, 2023. Servicing debt Hall specifies that the risk to smallcaps is tied to the effect of higher interest rates on refinancing needs. "Higher for longer [interest rates have] generally been good for small cap stocks.

Persons: Russell, Smallcaps, They're, Jill Carey Hall, Hall, Steven DeSanctis, DeSanctis Organizations: Wall, Federal, Bank of America, Bank of, Jefferies Locations: U.S

☆ 'We've never seen this many extremes': Strategists warn of dot-com bubble similarities as expensive US stocks struggle — but this 7-part strategy can still outperform
▼ + stars: | 2024-04-13 | by ( James Faris | ) www.businessinsider.com time to read: +7 min

From late October through March, the S&P 500 enjoyed a virtually uninterrupted 27.6% rally based on better-than-expected earnings and economic data. And while it's still well below the dot-com bubble levels, it's still too close for comfort for many investors. Related story"Those higher rates are starting to push back on elevated valuations for stocks right now," Saglimbene said. "They're all much cheaper on an earnings basis than those Magnificent 7 companies," Saglimbene said. "So I think if we avoid a recession this year, the narrative will change to a broadening of companies and sectors that can participate in earnings growth this year."

Persons: aren't, Anthony Saglimbene, Rick Pitcairn, Pitcairn, it's, we've, Raheel Siddiqui, Neuberger Berman, Siddiqui, Jon Wolfenbarger, Albert Edwards, Bill Smead, James Ragan, DA Davidson, Ragan, Saglimbene, Indrani, she's, De, Davidson, Siddiqui's Organizations: Ameriprise, Business, DA, FTSE Russell, Investors Locations: Ameriprise

☆ Wall Street heads into the week ahead on edge as traders brace for a raft of earnings, economic data
▼ + stars: | 2024-04-12 | by ( Sarah Min | ) www.cnbc.com time to read: +7 min

How the corporate America is handling sticky inflation and the prospect of higher interest rates will be top of mind for investors in the week ahead, after this week's choppy moves. The first-quarter earnings season, which kicked off Friday, will give Wall Street insight into how businesses expect to weather an environment of elevated interest rates. More macro data, such as U.S. retail sales, will give insight into how the consumer is handling higher pricing pressures. First-quarter earnings season underway The corporate earnings season kicks into high gear in the week ahead. This week, the small cap Russell 2000 is on track for a losing week, down by more than 1%.

Persons: Bob Doll, CNBC's, Wolfe, Rob Ginsberg, Ginsberg, Goldman Sachs, Morgan Stanley, FactSet, Robert Haworth, Haworth, Charles Schwab, Johnson, D.R, KeyCorp Organizations: Dow Jones Industrial, Exxon Mobil, Costco, Apple, Crossmark, Investments, Investors, Bank of America, Consumer, U.S . Bank, Index, Retail, T Bank, Housing, Manufacturing, Hunt Transport Services, United Airlines, Johnson, Bank of New York Mellon, UnitedHealth Group, Northern Trust, CSX, Discover Financial Services, Prologis, U.S . Bancorp, Philadelphia Fed, American Express, Procter, Gamble, Fifth Third Bancorp, Schlumberger Locations: America, China, NAHB, Vegas Sands, U.S, Horton

☆ Hedge funds are selling stocks at the fastest pace in three months and stepping up short bets
▼ + stars: | 2024-04-09 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Hedge funds are dumping stocks at the fastest pace in three months as what's often called " the smart money " stepped up bearish wagers against equities amid the recent pullback. The professionals sold global stocks on a net basis for a second straight week last week, driven almost entirely by short sales, according to Goldman Sachs' prime brokerage data. It marked the biggest selling week for hedge funds since mid-January, the data showed. Its hedge fund clients sold stocks for a fifth consecutive week last week, exiting shares across small-, mid- and large-cap companies. The S & P 500 declined nearly 1%, its biggest weekly loss since early January, although the equity benchmark is still only 1.7% below its record high.

Persons: Goldman Sachs, David Bahnsen, Goldman, Jean Boivin, — CNBC's Michael Bloom Organizations: Bank of, Dow, Bahnsen Group, P Retail, Traders, Fed, BlackRock Investment Institute Locations: U.S

☆ Goldman Sachs just updated its list of top global stocks, recommending a specific trading strategy
▼ + stars: | 2024-04-08 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +3 min

Goldman Sachs has refreshed its conviction list of top picks in Europe and recommended investors consider a specific trading strategy given uncertainty over how much further markets can rise. However, Goldman Sachs' analysts noted that investors are "questioning how much upside is left." For those looking for stock ideas, here are two of the latest additions to Goldman Sachs' European conviction list: Unibail-Rodamco-Westfield Goldman analyst Jonathan Kownator struck a bullish tone on French commercial real estate giant Unibail-Rodamco-Westfield . Goldman Sachs has a 12-month price target of 107 euros ($115.97) on the stock, giving it potential upside of around 46.8%. "The European football championships in Germany should provide an additional boost with JCD commanding c.35% market share and its presence in Street Furniture in major cities."

Persons: Goldman Sachs, Westfield Goldman, Jonathan Kownator, Kownator, Lisa Yang, JCD, Yang, Goldman, — CNBC's Michael Bloom Organizations: Westfield, UEFA, Paris Olympics, European Locations: Europe, Westfield, France, Spain, Germany, United Kingdom, United States, Paris, China

☆ Wall Street gets key inflation data next week amid concerns the stock market is overbought
▼ + stars: | 2024-04-05 | by ( Sarah Min | ) www.cnbc.com time to read: +6 min

Economists polled by FactSet anticipate the March consumer price index will show prices rising by 0.3% on a monthly basis, less than February's 0.4% advance. Similarly, the March producer price index is expected to show an increase of 0.5%, according to FactSet consensus estimates. Monday April 8 Tuesday April 9 6 a.m. NFIB Small Business Index (March) Wednesday April 10 8:30 a.m. Consumer Price Index (CPI) (March) 8:30 a.m. Initial Claims (04/06) 8:30 a.m. Producer Price Index PPI Earnings: CarMax Friday April 12 8:30 a.m. Import Price Index (March) 10 a.m. Michigan Sentiment preliminary (April) Earnings: State Street , Wells Fargo , JPMorgan Chase , Progressive , Citigroup

Persons: Stocks, we're, Ross Mayfield, Baird, Mayfield, FactSet, David Einhorn, CNBC's Scott Wapner, he's, Michelle Bowman, Bank's Tom Hainlin, Hainlin, Jamie Myers, JPMorgan Chase Organizations: Federal Reserve, Investors, Treasury Bond, Dow Jones, Nasdaq, . West Texas, Treasury, Fed, Investment Group, Investors Intelligence, American Association of, Walmart, Citigroup, JPMorgan, Index, Treasury Budget NSA, Air Lines, Price Index, Progressive Locations: U.S, Wells Fargo, Michigan

☆ Want to invest $10,000? Here are 5 ETFs to buy now and hold, according to the pros
▼ + stars: | 2024-03-27 | by ( Ganesh Rao | ) www.cnbc.com time to read: +5 min

CNBC Pro asked several finance experts for their top ETF picks to buy and hold this year. The MSCI USA Value index, accessible to U.S. and Europe-based investors, has run up 14% this year, outperforming the S & P 500. Invesco Nasdaq Biotech ETF For investors wanting exposure to growth stocks, Rees likes the Invesco Nasdaq Biotech ET F (SBIO-GB) in the biotech space. L & G Clean Water ETF Rees, whose firm manages more than $12.6 billion in assets, also highlighted the L & G Clean Water ETF (GLUG-GB) for investors keen on an environmental play. The fund's $415 million is invested across 53 stocks in the Solactive Clean Water Index.

Persons: Vahan Janjigian, Janjigian, Ursula Marchioni, Marchioni, Ian Rees, Rees, It's Organizations: CNBC Pro, Vanguard, Stock, Greenwich Wealth, BlackRock, Premier Miton Investors, Nasdaq Biotech, Nasdaq, Nasdaq Biotech ETF, U.S, London Stock Exchange, Index, Vanguard FTSE Locations: U.S, Europe, East, Asia, Germany

☆ An even better way to play a potential small-cap stock breakout, according to the charts
▼ + stars: | 2024-03-23 | by ( Todd Gordon | ) www.cnbc.com time to read: +5 min

Is the breakout from resistance likely and should you consider allocating exposure to this basket of 2000 small capitalization stocks? I think the breakout should occur, but I don't think we should increase exposure to the Russell 2000 for two reasons. Ideally the rotation was going to carry through into the upper-right green quadrant indicating confirmed outperformance relative to the S & P 500. I'm not saying we shun small caps all together and continue to focus on the large caps. We need to focus on fundamentally sound small cap companies and we can do so through the Pacer US Small Cap Cash Cows 100 ETF (CALF) .

Persons: Russell, Powell, Gordon, POWL Organizations: Federal Reserve, Powell Industries, Edge, Inside Edge Capital Management

☆ 'Nearing exhaustion': Top strategists warn that weaker consumer spending could cause US stocks to run out of steam — but 22 investments can thrive during a market reversal
▼ + stars: | 2024-03-16 | by ( James Faris | ) www.businessinsider.com time to read: +10 min

Eight economists, investment chiefs, and strategists that Business Insider recently spoke to credited healthier-than-anticipated consumer balance sheets and spending for the continued expansion. "Either that, or they're going to be maxed out — they can't get any more money. They're not going to have any liquidity to be able to continue to do the things they're going to do." He's also sticking with defensive stocks as consumer spending softens, including those in the consumer staples sector like Clorox (CLX) and Procter & Gamble (PG). Real estate is a "hated asset class" that's negatively correlated with interest rates, Sekera said.

Persons: shouldn't, Kevin Gordon, Charles Schwab, they're, Sue Crotty, Ed Clissold, Ned Davis, Clark Bellin, Bellin, David Rosenberg, They're, Rob Swanke, Swanke, Preston Caldwell, Morningstar's, Dave Sekera, Sekera, Christopher Barto, Gordon, Clissold, He's, Morningstar's Sekera, Crotty, Segal Marco Advisors, She's, Barto, that's Organizations: Business, Consumers, Segal Marco, Ned, Ned Davis Research, Commonwealth Financial Network, Nasdaq, Morningstar, Fort Pitt Capital Group, Procter, Gamble, Federal Reserve, Exxon, APA Corp, Duke Energy, Segal, Energy, Healthcare Locations: Devon, Real, NiSource

☆ Women CEOs in this island-nation enjoy twice the pay of their male counterparts, lead globally on board representation
▼ + stars: | 2024-03-12 | by ( Charmaine Jacob | In Charmainemariajacob | ) www.cnbc.com time to read: 1 min

In 2023, New Zealand had the strongest board representation with more than 40% of female CEOs, according to MSCI. New Zealand is showing the way for women participation in executive roles as well as compensation at a time when the rest of the world suffers from dismal female representation in leadership positions. Women CEOs in New Zealand earned an average salary of $5.9 million, more than twice their male counterparts with an average pay of $2.6 million. This Pacific Island nation had the strongest board representation with more than 40% of female CEOs, according to according to MSCI's latest report. Women held 19% of CFO roles.

Persons: MSCI's, — Organizations: New Zealand Locations: New Zealand, . New Zealand

☆ Japan's market is hitting record highs. What to know about the rally and how to play it
▼ + stars: | 2024-03-10 | by ( Hakyung Kim | ) www.cnbc.com time to read: +5 min

U.S. equities aren't the only ones on a bull run — the Japanese stock market is also enjoying an upward climb. "It is the case that the Japanese stock market remains almost exclusively driven by foreign money," Jefferies head of global equity strategy Christopher Wood wrote in a March 7 note. According to Wood, foreign investors now own almost a third of the Japanese stock market, a dramatic rise from the 4% level in 1989, when the asset bubble reached its peak. Morgan Stanley noted that quality stocks have outperformed the broader market so far in 2024. Transitioning out of deflation Rate policy has been another big factor in the recent market rally.

Persons: Jefferies, Christopher Wood, Wood, Goldman Sachs, Morgan Stanley, Makoto Furukawa, Ryota Sakagami, Citi's Sakagami Organizations: Nikkei, Global, Retailing, Holdings, Toyota Motor, Subaru, Mitsubishi, Citi, Japan, U.S, Bank of Locations: Japan, U.S, Tokyo, Bank of Japan

☆ A fund manager who's beaten 81% of his peers in the last decade shared the investing process that's made him so successful — and 3 growth stocks that are set to double
▼ + stars: | 2024-03-07 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Read previewFund manager Randy Gwirtzman may be hungry for fast-growing stocks, but he's no gambler. Gwirtzman carefully handpicks his stocks and then is patient with them, even if they're on the market's bad side. How to maximize returns while limiting riskWhen searching for stocks, Gwirtzman keeps his strategy simple. AdvertisementInstead of straying away from riskier stocks, Gwirtzman and his co-manager take steps to mitigate risk. Another way Gwirtzman manages risk is by strategically selling when an investment hits a certain price target or valuation threshold.

Persons: —, Randy Gwirtzman, Gwirtzman, downturns, Laird Bieger Organizations: Service, Business, Nvidia, Discovery Fund, Baron Discovery Fund Locations: riskier

☆ A former software engineer who's betting on leading AI stocks at a $1.6 trillion firm says pullbacks will be incredible buying opportunities, and shares 6 under-the-radar picks
▼ + stars: | 2024-02-28 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Despite dashed hopes of early rate cuts, growth stocks like Nvidia continue to make new highs. "And here we are today: we've got Apple at multi-trillion dollars, Microsoft at multi-trillion dollars, Nvidia at multi-trillion dollars, and Google at over a trillion dollars." Snowflake (SNOW) helps businesses wrangle their data and build models from that data for multiple purposes, including AI. GitLab (GTLB) is an open-code platform with over a million paid users and programmers who can use AI tools to help with coding. Still, they collect customer data, and they help companies talk to their customers in a relevant and direct manner.

Persons: Jonathan Curtis, Franklin Templeton, Curtis, hadn't, ChatGPT, there's Organizations: Nvidia, Franklin Templeton Institute Global Investment Management Survey, Business, Franklin Equity Group, Apple, Microsoft, Google, Cisco, Meta, Semiconductor, Power Systems, AMD, Arista Networks

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