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☆ Retail investors may be a step closer to investing in unicorns
▼ + stars: | 2024-06-08 | by ( Emily Glass | ) www.cnbc.com time to read: +1 min

An alternative trading platform CEO wants to revolutionize private equity investing to help mitigate a stalling initial public offering market. So, Forge Global's Kelly Rodriques partnered with Accuidity to launch the Forge Accuidity Private Market Index this spring. The Forge Accuidity Private Market Index consists of 60 private companies including SpaceX, Stripe and Epic Games, according to Forge Global's website. That means even with Forge's new initiative, only institutional investors and individuals with a high net worth can purchase shares. But anyone, accredited or not, can sell their shares of private companies on the platform.

Persons: Global's Kelly Rodriques, Accuidity, Rodriques, CNBC's Organizations: SpaceX, Games

☆ Gabrielle Union teases the possibility of a 'Bring It On' sequel with Kirsten Dunst: 'We may have something cooking'
▼ + stars: | 2024-04-03 | by ( Caralynn Matassa | Palmer Haasch | ) www.businessinsider.com time to read: +3 min

Gabrielle Union told BI she and "Bring It On" costar Kirsten Dunst "may have something cooking." AdvertisementIf you're holding out for the possibility of a "Bring It On" sequel, you might not be completely out of luck. Union told BI. "We have talked about doing a 20-years-later thing that becomes a generational cheerleader movie," Reed told BI. Dunst told Entertainment Tonight at a Los Angeles screening of "Civil War" on Tuesday.

Persons: Gabrielle, Kirsten Dunst, Dunst, —, Gabrielle Union, Torrance, Union's Isis, Solange Knowles, Hayden Panettiere, Anne Hathaway, Alex Garland's, she'd, Union, Peyton Reed, Jessica Bendinger, Reed Organizations: Gabrielle Union, BI, Service, East, TV Festival, Union, SXSW Locations: San Diego, East Compton, Los Angeles

☆ Experts hesitate on weight loss ETFs amid the obesity drug boom
▼ + stars: | 2024-03-13 | by ( Anna Gleason | ) www.cnbc.com time to read: +1 min

There may be a stronger case to invest in single stocks over exchange-traded funds in the weight loss space. With just two players currently at the forefront of the U.S. obesity drug market, ProShares' Simeon Hyman questions the relevance of weight loss ETFs for investors looking to buy into the industry. "If the benefits are going to incumbents, then maybe there isn't a theme per se that needs to be exploited." Strategas' Sohn also suggested that ETFs based on themes, rather than sectors or indices, might be falling out of favor with investors. So far in 2024, Novo Nordisk has gained 29% and Eli Lilly is up 30%, as of Wednesday's close.

Persons: Todd Sohn, Eli Lilly, Lilly, CNBC's, ProShares, Simeon Hyman, Sohn Organizations: Roundhill, Novo Nordisk Locations: U.S, Novo

☆ Five stocks to buy before the year end, according to the pros
▼ + stars: | 2023-12-05 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

FactSet data shows that 70% of the 43 analysts covering Snowflake have buy or overweight ratings on the stock. Year-to-date shares in the biotechnology and life sciences equipment manufacturer are down nearly 4%, but Ghosh remains positive. Schneider Electric Elsewhere, French energy management company Schneider Electric is on the radar of Steven Glass, managing director and investment analyst at Pella Funds. "We're very bullish, although it's not as cheap as it used to be on Schneider Electric. Year-to-date, shares in Schneider Electric are up around 28%.

Persons: Karen Kharmandarian, Colette Kress, Warren Buffett, Rahul Ghosh, Rowe Price, Ghosh, Steven Glass, it's, Glass, Schneider Organizations: Big Tech, CNBC Pro, Nvidia, Thematics Asset Management, U.S, Robotics Fund, Berkshire Hathaway, BE Semiconductor Industries, BE Semiconductor, BE, Danaher Corp, Schneider, Pella Funds Locations: China, Snowflake, Danaher, Pella

☆ Forget Big Tech? Fund manager names 6 lesser-known tech stocks to buy instead
▼ + stars: | 2023-11-22 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +5 min

One portfolio manager, however, is shifting his focus to other tech players — particularly small mid-cap names. His comments come despite the sharp gains registered by big tech stocks which pushed the price-to-earnings ratio of the S & P 500 index to around 20 times. By contrast, the ratio is trading below 14 times when the seven Big Tech stocks are excluded, he noted. Another stock in Kharmandarian's AI and Robotics Fund fund is cybersecurity firm Crowdstrike . Electronic Design Automation Another theme on Kharmandarian's watchlist is electronic design automation — specifically companies designing the latest generations of semiconductors.

Persons: Karen Kharmandarian, Kharmandarian, bullish, Splunk Organizations: Big Tech, Apple, Microsoft, Nvidia, Tesla, Thematics Asset Management, CNBC, Robotics Fund, Cisco Systems, Cadence Design Systems, Pharmaceuticals, BioXcel Therapeutics

☆ Fund manager reveals the under-the-radar global automation stock he prefers to its U.S. rivals
▼ + stars: | 2023-11-21 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

But for those investors who fear they might have missed the boat, portfolio manager Karen Kharmandarian has an under-the-radar global tech pick. "This company would be one we would prefer to U.S. companies when it comes to machine vision systems," Kharmandarian, senior portfolio manager at Thematics Asset Management, told CNBC Pro on Nov. 8. Machine vision systems use cameras and other technology to help automate inspections at manufacturing facilities. Keyence's counterparts in the U.S. include Cognex and Zebra Technologies , which both manufacture machine vision systems and related technologies. 6861.T-JP YTD mountain Year-to-date shares in Keyence Year-to-date, shares in Keyence were up around 22% to 62,280 Japanese Yen ($418.95) on Nov. 20.

Persons: It's, Karen Kharmandarian, Kharmandarian, Keyence, Jason Kondo, Kondo — Organizations: Big Tech, U.S, Nvidia, Meta, Thematics Asset Management, CNBC Pro, Zebra Technologies, Thematics, Robotics Fund, Morningstar Locations: U.S, Covid, Keyence

☆ The winning themes of 2023 could mature and keep climbing next year, BlackRock says
▼ + stars: | 2023-11-15 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +3 min

Investors don't need to abandon the themes that worked in 2023 just because the calendar is about to change, according to BlackRock. Jacobs said that 2023 could prove to be a "year of training" for AI but that the benefits could broaden out going forward. IRBO YTD mountain This broad iShares ETF focused on AI and automation has outperformed the S & P 500 year to date. Mexico stocks, as measured by the iShares Mexico ETF (EWW) , has been a strong performer this year with a total return of 25%, according to FactSet. A competitor fund, the WisdomTree India Earnings Fund (EPI) , has performed better in 2023 with a total return topping 15%.

Persons: Jay Jacobs, Jacobs, IShares, Eli Lilly Organizations: BlackRock, CNBC, Nvidia, Microsoft, Robotics, Intelligence, Technology, Novo Nordisk, Biotechnology, VanEck Pharmaceutical Locations: BlackRock, U.S, United States, Mexico, India

A pedestrian carrying an umbrella walks along the River Thames in view of City of London skyline in London, Britain, July 31, 2023. REUTERS/Hollie Adams/File Photo Acquire Licensing RightsSYDNEY, Aug 25 (Reuters) - Australia's second-largest pension fund plans to open its first overseas office by mid-2024, its chief investment officer said on Friday, the latest retirement manager to look overseas as the country's pension sector outgrows the home market. The team will "almost certainly" be based in London and only be small because ART relies mostly on external managers, Patrick said, adding the office would likely open between now and mid-2024. A decision on a second overseas office would be made 12 to 24 months after the first opens. ART invests roughly two-thirds of all new money funds overseas.

Persons: Hollie Adams, Ian Patrick, Patrick, HarbourVest, Neuberger Berman, Lewis Jackson, Praveen Menon, Jacqueline Wong Organizations: REUTERS, Rights, Reuters, Stepstone, AustralianSuper, Nikkei, Thomson Locations: City, London, Britain, New York, China

☆ These are the best ETFs to ride the A.I. trend
▼ + stars: | 2023-05-25 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +2 min

The ARK Autonomous Technology & Robotics ETF (ARKQ) , on the other hand, had Nvidia as its ninth-largest position, with its stake in Tesla four-times larger as of Wednesday's close. There will likely be more AI ETFs hitting the market in coming months to meet the trend. Some small new funds include the Roundhill Generative AI & Technology ETF (CHAT) , which launched last week, and the VanEck Robotics ETF (IBOT) , which launched in April. Other places to look Another tactic for investors could be to look for actively managed growth funds, which will be looking for ways to play the AI boom. To bet on AI without doubling down on megacap tech, investors could look for other thematic plays that could benefit from the new technology.

Persons: Jay Jacobs Organizations: Nvidia, Microsoft, Global, Robotics, Intelligence, Autonomous Technology & Robotics, Technology, VanEck Robotics, Blackrock, CNBC Locations: U.S

☆ A stock trader who made $8 million in 2 years shares how he's betting on AI stocks and the strategy he's using to trade hot themes this year
▼ + stars: | 2023-04-02 | by ( Laila Maidan | ) www.businessinsider.com time to read: +9 min

The experience is similar to trading stocks related to bitcoin during 2017 and 2018's crypto bull run. The hype brings with it a lot of trading opportunities for long and short positions because AI stocks get overbought. For AI stocks, he believes C3.ai (AI) is the head. He's expecting another rally for the sector this year or next, which could send AI stocks to new higher levels. "I'll just explain it as, my mom is not texting me asking me about AI stocks.

☆ The A.I. boom could also give a boost to these investing trends. How to play it
▼ + stars: | 2023-03-26 | by ( Jesse Pound | ) www.cnbc.com time to read: +3 min

The recent boom in AI has driven up some of the biggest tech stocks on the market, including Microsoft , Alphabet and chip maker Nvidia . "Anywhere where there's data, AI is going to be useful," Jacobs said. We've actually seen a massive price deflation in genetic testing," Jacobs said. AI can help these companies improve at recognizing patterns and trends for hackers in order to strengthen defenses, Jacobs said. The biggest competitors include the ETFMG Prime Cyber Security ETF (HACK) and Global X Cybersecurity ETF (BUG) .

☆ These 74 stocks across 5 categories of AI are the top picks from the sector's leading fund managers.
▼ + stars: | 2023-03-18 | by ( Laila Maidan | ) www.businessinsider.com time to read: +11 min

These 74 stocks are picked by AI ETF managers. What she believes is unique about her fund is its heavy focus on quantum computing technology, making up 41.22% of the fund. While big data is used for different technologies, it enables AI to work with massive data sets in its machine-learning process. TipRanks, a financial technology website that uses AI to analyze financial data, created a stock list for what they deem are the best AI stocks based on popularity. TipRanks' list of nine of the best AI stocks have large market caps and are likely to remain relevant for a long time.

☆ Why AI stocks could return outsized performance in the next 18 months, and 7 leading names with direct exposure, according to an ETFs analyst
▼ + stars: | 2023-02-23 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

There are mature, large-cap companies that investors could stick to for exposure to the sector. A sudden interest in artificial intelligence has brought the more than decade-old technology to the forefront of investors' minds. It has additional ETFs focused on sectors that will be heavily impacted by AI including the Cloud Computing ETF (CLOU) and Cybersecurity ETF (BUG). They are broken down into innovators, early adopters, early majority, late majority, and finally, the laggards. Mature companies like Microsoft that are developing AI use cases could move AI into a mature stage rapidly.

☆ The AI craze has sent some stocks soaring up to 300%. This list of over 74 stocks across 5 categories features the top picks from the sector's leading fund managers.
▼ + stars: | 2023-02-08 | by ( Laila Maidan | ) www.businessinsider.com time to read: +11 min

☆ What's next after a brutal year for tech? Market watchers share their views — and top stock picks
▼ + stars: | 2022-12-26 | by ( Zavier Ong | ) www.cnbc.com time to read: +7 min

If you invested in tech stocks in 2022, chances are you're sitting on a loss right now. As they head into 2023, investors could be forgiven for thinking that the worst of the tech rout is over. Big Tech is 'not dead' Michael Yoshikami, founder and CEO of Destination Wealth Management, said Big Tech is "not dead," though it will take time to recover. Goldman Sachs and Citi also see pockets of opportunities within Big Tech, with both naming Amazon and Meta Platforms as their top picks for 2023. The sector has traditionally been viewed as a growth sector, but some analysts say tech stocks are now value stocks instead.

☆ BlackRock says it could be time to buy some growth and tech — Top ETFs to play the trade
▼ + stars: | 2022-11-14 | by ( Patti Domm | In | ) www.cnbc.com time to read: +4 min

BlackRock strategists recommend investors dip back into growth and tech for next year, but they say picking selective themes will be the best way to play them. BlackRock strategists say 2023 could be the year that changes the three-year pattern of growth and tech stocks moving in unison, both higher and lower. ETFs that fit these themes include BlackRock's iShares Self-Driving EV and Tech ETF , the iShares Global Clean Energy ETF , and iShares U.S. Infrastructure ETF. There is the iShares Cybersecurity and Tech ETF , IHAK and IRBO, the iShares Robotics and Artificial Intelligence Multisector ETF. BlackRock Future Health ETF, i Shares Genomics and Immunology and Healthcare ETF, and iShares Neuroscience and Healthcare ETF cover those themes.

☆ Tech stocks have been crushed. What’s next for the FAANGs?
▼ + stars: | 2022-11-14 | by ( Paul R. La Monica | ) edition.cnn.com time to read: +4 min

New York CNN Business —The great bull run for tech stocks may finally be over. The tech sector has been a market leader for years, but there are growing concerns about the future. Todd Sohn, director and technical strategist at Strategas, noted in a report late last week that when tech stocks imploded in 2000 as the dot-com bubble burst, it wasn’t until after the 2008 financial crisis before tech resumed a role as a market leader. But cybersecurity stocks such as Palo Alto Networks (PANW), as well as semiconductors, are more reasonable. In other words, tech investors should be looking tor more boring parts of the sector, not assets like crypto that are more about hype than substance.

☆ Wall Street's rising stars admit their biggest career mistakes — from missing out on lucrative bets to taking too much on — and what they learned from them
▼ + stars: | 2022-10-24 | by ( Alex Morrell | Alyson Velati | Asia Martin | ) www.businessinsider.com time to read: +17 min

Vinay Trivedi, a vice president at General Atlantic focusing on the technology sector. I don't think we necessarily transitioned fast enough to how people learn if we're only doing audio from home. - David Israel, 27, vice president at Credit SuisseAngel Pu Shum is a principal within Warburg Pincus's technology group. -Allison Boxer, 29, senior vice president and economist at PIMCONoah Zerance, a vice president with Bank of America's global sustainable-finance group. and the response would be, 'Well, we don't know how we do it yet.

☆ BlackRock's US head of thematic exchange-traded funds shares 3 sectors to invest in to fight inflation and set your portfolio up for long-term gains
▼ + stars: | 2022-09-27 | by ( Lisa Kailai Han | ) www.businessinsider.com time to read: +5 min

Jacobs shared three inflation-resistant sectors to invest in for long-term gains. It's no different for Jay Jacobs, the US head of thematics and active equity exchange-traded funds at BlackRock, which manages $10 trillion in assets. Due to rising food prices, Jacobs also believes that agricultural technology firms focused on food innovation are another long-term beneficiary of lofty inflation levels. According to Jacobs, most costs are upfront for greener energy solutions, like the cost to build a wind turbine or solar panel. These include tax policies favoring renewable energy solutions, growing energy demand from consumers for cleaner options like electric vehicles, and the fact that renewable energy is often inherently cheaper than the electricity generated from fossil fuels.

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