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Service - 2 firm's - 2 Bank of America - 2 Nvidia - 2 Microsoft - 2 Wedbush Securities - 1 Wall - 1 UBS - 1

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6 mentions found


☆ Top Wall Street strategists say a strong jobs report will kick off a rotation into lower-quality stocks
  + stars: | 2024-09-30 | by ( Kelly Cloonan | ) www.businessinsider.com   time to read: +3 min
A strong jobs report would boost low-quality stocks, Goldman Sachs and Morgan Stanley analysts say. AdvertisementInvestor eyes are locked on the upcoming jobs report, due Friday. If it comes in strong, that will be great news for less-loved, lower-quality stocks, analysts from Goldman Sachs and Morgan Stanley say. Morgan Stanley's equity-strategy team is also keyed in on the jobs report. Wilson also highlighted the jobs report as a possible catalyst for rotation towards low quality in the stock market.
Persons: Goldman Sachs, Morgan Stanley, Goldman, —, David Kostin, Morgan, Mike Wilson, Wilson, nonfarm payrolls Organizations: Service, firm's
☆ Is the AI stock boom a dot-com-style bubble? David Rosenberg, Jeremy Siegel, and 5 other experts weigh in.
  + stars: | 2023-06-18 | by ( Zinya Salfiti | ) www.businessinsider.com   time to read: +5 min
Experts including David Rosenberg and analysts from Wall Street banks including Bank of America have compared the AI stock boom to the dot-com bubble that burst in 2000. Here's a selection of the most recent expert views on this year's AI stock boom. But not everyone thinks the AI stock boom has run too far. Michael Hartnett, Bank of AmericaMichael Hartnett, BofA Global Research's CIO, said AI is in a "baby bubble" for now and noted that "AI = internet." Jeremy Siegel, Wharton finance professorThe retired Wharton finance professor doesn't see the AI hype as a bubble, either.
Persons: David Rosenberg, Wharton's Jeremy Siegel, Dan Ives, —, Wharton, Jeremy Siegel, Dan Raju, Michael Hartnett, Bank of America Michael Hartnett, BofA, James Penny, TAM Asset Management James Penny, I'd, Art Cashin, Cashin, Rosenberg, doesn't Organizations: Bank of America, Wedbush Securities, Service, Wall, UBS, TAM Asset Management, Nvidia, Microsoft, BofA Global, firm's, Bloomberg, Art, CNBC Locations: Wall
☆ This compact fund beats the market and provides a downside cushion in tough times
  + stars: | 2023-06-18 | by ( Alex Harring | ) www.cnbc.com   time to read: +8 min
While now considered compact with 40 holdings, portfolio manager Andrew Choi said it has become known for its cushion when the market hits a bad patch. " The fund has returned 10.9% annually since its inception, compared with a 9.9% year gain over the same period for the broad S & P 500. PRBLX .SPX YTD mountain The fund vs. the S & P 500 'Dancing in the right places' The fund was created in 1992, about eight years after the firm itself began. He said the fund finds stocks that can provide downside cushion by looking at moats and management teams. Rolling returns over the past five years show the fund outperforming the S & P 500 and Russell 1000 about 60% of the time.
Persons: Andrew Choi, Choi, Morningstar, Todd Ahlsten, Ahlsten, Warren Buffett, Biden's, they're, Salesforce, Charles Schwab, Apple, Big, Stephen Welch, it's, Russell, sharpe, Welch Organizations: Equity Fund, firm's CIO, GOP, Semiconductor, Devices, Nvidia, Bank of America, Microsoft, Apple, Deere, Linde, Procter, Gamble, Adobe, Mastercard Locations: downturns
☆ This one-of-a-kind suite of ETFs may help investors during economic slumps
  + stars: | 2023-04-15 | by ( Sean Conlon | ) www.cnbc.com   time to read: +1 min
Investors may have a new way to generate income during economic declines. Innovator launched a one-of-a-kind suite of barrier ETFs this month that provides protection by purchasing U.S. Treasurys and selling equity options. "If you can pair [a barrier ETF] with the fixed income, it offers a tremendous amount of diversification benefits." Innovator, an outcome-based ETF issuer, launched these products last week: Premium Income 10 Barrier ETF, Premium Income 20 Barrier ETF, Premium Income 30 Barrier ETF and Premium Income 40 Barrier ETF. Protecting against losses up to 10%, 20%, 30% and 40%, the funds provide income distribution rates at around 9%, 8%, 6% and 5%, respectively, according to the company's website.
☆ Winter of 'disconnect': Morgan Stanley's Mike Wilson braces for more than 20% stock drop
  + stars: | 2023-01-10 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +2 min
Morgan Stanley's Mike Wilson is telling investors to brace for a winter downdraft. He warns S&P 500 is vulnerable to a 23% drop — bringing it to 3,000. Wilson expects earnings season, which kicks off with financials on Friday, will jolt the market by coming in sharply below expectations. "When we actually talk to people, they talk a bearish game about the first half. But they're not really either positioned for it or they don't really think that it's going to be that bad," said Wilson, who has been defensively positioned since last year.
☆ Google and Amazon are two of the biggest poachers of Goldman's tech talent. We mapped out the top 10 firms snapping up the bank's recent departures.
  + stars: | 2022-10-12 | by ( Bianca Chan | Carter Johnson | Dakin Campbell | ) www.businessinsider.com   time to read: +7 min
Amazon was the biggest poacher of Goldman tech talent from June to August. The organization tracked the LinkedIn profiles of people who left Goldman Sachs and picked up another job from June through August. Wall Street's tech hiring ambitions ramp up as tech powerhouses and startups pull backNonetheless, the demand for tech talent on Wall Street has remained strong. JPMorgan, the biggest beneficiary of the departures, hired 18 former Goldman Sachs employees. Citi and Morgan Stanley were also among the top poachers of Goldman talent, with the firms both scooping up 12 Goldman employees each.
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