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☆ Bitcoin’s popularity with developers shrunk last year while Ethereum’s flourished. Here’s what that means for investors
  + stars: | 2023-01-18 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +4 min
Crypto prices suffered badly in 2022, but developer activity for the year paints a more optimistic picture for investors. That puts developer growth at 9% for the year, the report showed, even as the price of ether dropped 67%, according to Coin Metrics. Its price collapsed 50% last year, but the strength of its developer community gave investors hope it would pull through. Meanwhile, bitcoin's developer population shrunk 4%, though it's still the fifth largest in the market at 300 full-time builders. Why it matters for investors Developer activity is an indicator of a network's utility and potential for end users.
☆ A leaked Google memo compared it to slime mold
  + stars: | 2023-01-17 | by ( Jake Swearingen | ) www.businessinsider.com   time to read: +5 min
It's like the start of a joke: What do Google and slime mold have in common? A lot, says a memo from an ex-Googler comparing the org to a "slime mold." (A key difference: Stanford grads aren't desperate to intern at a slime mold.) But with ChatGPT setting off alarm bells inside and outside the org, Google should probably move faster and with more intention than slime mold. The most memorable part of the memo compares Google's bottom-up organizational structure to a "slime mold," highlighting how both Google and a slime mold can work independently but still come together to solve complex problems.
☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, Amazon, Alphabet, Chipotle, Microsoft & more
  + stars: | 2023-01-17 | by ( Michael Bloom | ) www.cnbc.com   time to read: +9 min
Morgan Stanley downgrades Chipotle to equal weight from overweight Morgan Stanley said it's concerned about "traffic headwinds." Morgan Stanley upgrades Domino's to overweight from equal weight Morgan Stanley said Domino's is best positioned to handle a downturn. Morgan Stanley upgrades Church & Dwight to overweight from equal weight Morgan Stanley said it sees "fundamental inflection ahead." Morgan Stanley downgrades AutoNation to underweight from equal weight Morgan Stanley said it sees too many headwinds for shares of AutoNation right now. Morgan Stanley upgrades Kroger to equal weight from underweight Morgan Stanley said it sees more people eating at home.
☆ Here are Friday's biggest analyst calls: Tesla, Apple, Amazon, AMC, Netflix, Caterpillar & more
  + stars: | 2023-01-13 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Friday's biggest calls on Wall Street: Bank of America upgrades Caterpillar to buy from neutral Bank of America said in it sees a multiyear growth story for the industrial giant. Guggenheim downgrades Tesla to sell from neutral Guggenheim said numbers are too optimistic ahead of Tesla 's earnings later this month. Deutsche Bank downgrades Logitech to hold from buy Deutsche said it's concerned about weakening PC demand trends. Bank of America reiterates Alphabet as buy Bank of America said it's standing by its buy rating on the stock, but that it sees further headcount reductions this year. Bank of America names Netflix a top pick Bank of America said Netflix is one of the best positioned media company's for the permanent shift to streaming.
☆ This global stock exchange is under-valued and offers a 'very good' entry point for investors, outperforming fund strategist says
  + stars: | 2023-01-12 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Shares of the London Stock Exchange Group are trading at a "very good" entry point for investors after a 10% decline in the bourse's stock over the past month, according to a fund strategist. Hannah Gooch-Peters, global equity investment analyst at Sanlam Investments, said the U.K.'s premier stock exchange had performed well in the past year due to the volatility in the fixed-income markets and the high spot prices of commodities. LSEG-GB 5Y line The share price of the London Stock Exchange Group has risen by 101% between Jan 2018 and Jan 2023. The London Stock Exchange Group, which goes by the ticker LSEG, is the fifth largest holding at 4.1% of Gooch-Peters' $480 million fund. However, the consensus price target of analysts compiled by FactSet shows a 24% upside from the current share price.
☆ 'Stocks look downright cheap': These are the top 33 bargain stocks to buy heading into 2023, according to Morningstar
  + stars: | 2023-01-10 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +4 min
Right now the cheapest stocks are in the communication services sector, where they are currently trading 43% below Morningstar's fair value estimates. Healthcare and real estate stocks also seem undervalued, trading 11% and 25%, respectively, below fair price estimates. Within the sector software stocks are trading at a 23% discount, semiconductor stocks are 12% undervalued, and hardware stocks are 15% undervalued, according to Morningstar sector director Brian Colello. On the other hand, consumer defensives and industrials seem to be starting 2023 off trading around fair value, while utilities stocks currently look about 5% overvalued. These stocks are listed below, along with each firm's ticker, market capitalization, sector, and price over fair value estimate.
☆ Michael Farr: These are 2023's top stock picks for what could be a rocky year
  + stars: | 2022-12-27 | by ( Michael K. Farr | ) www.cnbc.com   time to read: +17 min
Regarding the cloud, AMZN's Web Services business is the market leader in cloud infrastructure services. Moreover, the scale of AMZN's web services business provides many cost advantages as very few companies can compete with AMZN's investment spend and first-mover advantage. Over the long term, we would expect MDLZ to generate double-digit total returns, consisting of high-single digit EPS growth and the 2.3% dividend. There is a long runway remaining for cloud growth as companies slowly deal with legacy investments that still drive value but are not cloud-based. Management remains committed to its goal of high single-digit EPS growth in 2023, followed by sustained double-digit growth in 2024 and beyond.
☆ Goldman Sachs unveils its top buy-rated stocks for 2023
  + stars: | 2022-12-24 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Goldman Sachs analysts have revealed their favorite stocks to buy for 2023. CNBC Pro combed through top Goldman research to find the bank's top picks heading into next year. They include: Amazon, Weyerhaeuser, Boeing, Chipotle, Humana and Bath & Body Works. Shares are up about 40% over the past six months, and they have more room to run in 2023, he said. Chipotle Chipotle is down 19% this year, but analyst Jared Garber said the stock is greatly undervalued heading into 2023.
☆ Warren Buffett's dream business is a little chocolate maker that's generated a 8,000% return for him. Here are 5 reasons why he loves See's Candies.
  + stars: | 2022-12-21 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +1 min
"Every person in California has something in mind about See's Candies and overwhelmingly it was favorable," Buffett told a group of business-school students at the University of Florida in 1998. "They had taken a box on Valentine's Day to some girl and she had kissed him … See's Candies means getting kissed," he added. Unsurprisingly, See's has raised its prices from less than $2 a pound in 1972 to more than $20. When Tesla CEO Elon Musk criticized economic moats like brand loyalty as "lame" on an earnings call in 2018, Buffett fired back. "Elon may turn things upside down in some areas," he said at the next annual shareholder meeting, according to Fortune.
☆ Check out the 1,000-year-old manor house steeped in British history on sale for $13.4M. The enchanting property has a moat and graffiti left by a king.
  + stars: | 2022-12-03 | by ( Joshua Zitser | ) www.businessinsider.com   time to read: +4 min
The foundations of Great Tangley Manor date back to 1016, according to real estate company Strutt & Parker. A bedroom at Great Tangley Manor. A moat and bridge at Great Tangley Manor. An interior shot of Great Tangley Manor. The modern glass box extension at Great Tangley Manor.
☆ Morningstar: Buy these 14 cheap stocks that still have room to rally in a bear market
  + stars: | 2022-11-24 | by ( Lisa Kailai Han | ) www.businessinsider.com   time to read: +4 min
Contrary to intutition, bear market rallies may make it tougher for investors to do their jobs. Morningstar shared 14 stocks that are still cheap, despite beating the market. Then, they whittled that list down to the stocks that Morningstar analysts considered undervalued. Finally, Morningstar analysts highlighted AstraZeneca (AZN), noting its strong pipeline and its development of drugs that carry high pricing power. The full list of Morningstar's 14 undervalued bear market stars is below, along with each firm's ticker, sector, bear market return, and price discount.
☆ Inside a $2.5 million Michigan castle that harkens back to medieval Europe with its secret passageways, wooden drawbridge, and wine cellar
  + stars: | 2022-11-24 | by ( Robert Davis | ) www.businessinsider.com   time to read: +4 min
The LeBlanc Castle is a custom 10,000-square-foot property about 30 minutes north of Detroit. The castle, set on more than 6 acres, has been on the market for three months asking $2.5 million. To this day, he has not spent a single night at the five-bedroom, seven-bathroom mansion a 30-minute drive north of Detroit known to locals as The LeBlanc Castle. It harkens back to the 15th-century Scottish medieval era with its secret passageways, wooden drawbridge, and other classical features like a moat. Since taking possession of the castle, Gatecliff said he has updated several pieces of the home's infrastructure.
☆ Stablecoins fall few cents short of respectability
  + stars: | 2022-11-23 | by ( John Foley | ) www.reuters.com   time to read: +8 min
That will reignite the debate over how to regulate digital assets – especially when it comes to stablecoins, the most money-like part of the cryptoverse. Stablecoins are digital assets designed to have a steady value, usually by being pegged to a real-world currency like the U.S. dollar. For each dollar of stablecoin a user holds, there’s supposed to be a dollar, or something like a dollar, sitting in a metaphorical vault. And in the case of some so-called algorithmic stablecoins, what backs the stablecoin might be another digital token with no fundamental value. The total sum of major U.S. dollar stablecoins outstanding is just under $145 billion, according to CoinGecko.
☆ Warren Buffett's first big semiconductor investment in his career is also a bet on Apple's future
  + stars: | 2022-11-19 | by ( Yun Li | ) www.cnbc.com   time to read: +3 min
The disclosure sparked a big rally in the stock as Buffett made Taiwan Semi Berkshire's 10th biggest holding at the end of September. Taiwan Semi is the biggest chip producer in the world by revenue, with clients like Nvidia and Qualcomm. By betting on Taiwan Semi, Buffett is essentially backing the Apple ecosystem and iPhone demand in coming years, he said. It's about 25% of their revenue... when you are betting on TS, you are really betting on Apple." 'Moat' Taiwan Semi has a unique quality that Buffett always looks for – and that is a competitive edge or the so-called wide moat.
☆ Here are the 10 stocks we consider our core holdings in the Club portfolio — and why
  + stars: | 2022-11-17 | by ( Jeff Marks | ) www.cnbc.com   time to read: +12 min
At the Investing Club, we generally try to keep our portfolio to around 30 stocks, give or take a few. In light of Thursday's "Monthly Meeting," we wanted to identify what we consider our 10 core holdings of the 32. We may consider a stock a core holding today but that could change three months from now. Management sees its post-separation core business growing revenues at a high single-digit clip and earnings-per-share increasing in the double digits. The stock provides a stellar dividend yield of nearly 3.5%, and the bank has plenty of excess capital to repurchase stock quarter after quarter, while other banks have paused their buybacks.
☆ Buy these 10 extremely undervalued stocks with strong dividend growth as recession fears linger, Morningstar analyst says
  + stars: | 2022-11-16 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +3 min
Dividend stocks have held up far better than growth stocks this year, per Morningstar. The firm's Dividend Yield Focus Index is up 4%, whereas the overall US Market Index is down 20%. The firm shares 10 "undervalued" stocks, all of which have a dividend yield of 3.2% or higher. Dividend stocks from financially healthy companies may be the best way to hunker down and earn passive income. Morningstar shared these 10 "undervalued" stocks, all of which have a forward dividend yield of 3.2% or higher.
☆ Top Morningstar strategist says stocks are undervalued by 15% and shares 6 favorites
  + stars: | 2022-11-15 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
With many stocks in a bear market, equities could be undervalued by 15%, according to Morningstar's chief U.S. strategist. Dave Sekera told CNBC last week that markets are overestimating the impact of inflation on the U.S. economy, leaving many stocks below their fair value. The S & P 500 rallied 5.9% last week for its best week since June , although stocks fell slightly Monday. It gives Zimmer Biomet 51.4% potential upside, Amazon upside of 48%, Salesforce 52% upside, ServiceNow upside of 57%. Morningstar analysts also believe 3M is a "cheap stock" trading at $133 and expect shares to rise by 37.6% to $183.
☆ The manager of an international Fidelity fund breaks down why he invests without obsessing over traditional valuation metrics — and how it's helped him beat 91% of competitors this year
  + stars: | 2022-11-11 | by ( James Faris | ) www.businessinsider.com   time to read: +7 min
But the Fidelity International Small Cap Fund is having its best year relative to peers in a decade. When Fidelity launched the Fidelity International Small Cap Fund (FISMX) in 2002, the timing turned out to be perfect. International stocks were about to embark upon six straight years of outperforming their US-based peers by at least 5%. International stocks underperformed their American peers by 6.4% in 2008 and lag behind US stocks for 10 of the next 13 years. Yet despite that unforgiving environment for foreign stocks, Fidelity's $2.9 billion international small cap fund has beaten 98% of competitors over the past 15 years, according to Morningstar.
☆ Coinbase could benefit as crypto exchanges brace for regulatory scrutiny after FTX fallout, analysts say
  + stars: | 2022-11-10 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +4 min
The fall of crypto exchange FTX will likely bring regulatory scrutiny with it – and Coinbase may emerge as a winner, analysts say. “We believe today's events could potentially accelerate regulatory scrutiny on these offshore exchanges on both a national and global basis," a team of Cowen analysts said in a note this week. Retail trading will face several near-term headwinds in the aftermath of the FTX saga – lower crypto adoption, depressed prices, more regulatory scrutiny, potential FTX-related contagion. “Longer term, we expect Coinbase to benefit from clear leadership in adherence to regulatory compliance,” Cowen said. "We view Coinbase as the most regulatory compliant crypto platform globally.” That sentiment was echoed by others on Wall Street this week.
☆ Read the pitch deck Galileo used to raise $18 million to overhaul the most 'soul-sucking' part of machine learning
  + stars: | 2022-11-10 | by ( Matthew Lynley | ) www.businessinsider.com   time to read: +2 min
Galileo builds tools to make sure data used in machine-learning models is labeled correctly. Read the pitch deck the startup used to raise an $18 million Series A round led by Battery Ventures. To do something about it, he and other specialists from Uber and Google launched Galileo and recently raised an $18 million Series A funding round led by Battery Ventures. Galileo works by scanning the data used to train machine-learning models, such as text transcriptions or image labels, to quickly surface errors. Read the 12-slide pitch deck Galileo used to convince investors to drop $18 million in a Series A:
☆ Here are Thursday's biggest analyst calls: Apple, Tesla, Meta, Alphabet, GM, Walmart, Coinbase & more
  + stars: | 2022-11-10 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Here are Thursday's biggest calls on Wall Street: JPMorgan downgrades Roblox to neutral from overweight JPMorgan downgraded the stock after Roblox's earnings report, noting it now sees "modest" sales growth. Bank of America downgrades Silvergate to neutral from buy Bank of America said that Silvergate is losing it's first mover advantage. Bank of America downgrades Upstart to underperform from neutral Bank of America downgraded the consumer lending company and cited a tough macro environment. JPMorgan downgrades Vacasa to neutral from overweight JPMorgan said in its downgrade of the vacation booking company that trends appear soft. Bank of America reiterates Meta as neutral Bank of America said it's encouraged by the new "cost focus" at Meta as the company cuts jobs.
☆ We're sticking with Apple despite questions about holiday-quarter iPhone production delays
  + stars: | 2022-11-09 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +7 min
He continued, "If sales in the quarter are back-end loaded because of production delays, the week could be a notably strong one for Apple." We're not recommending investors step in and buy Apple shares here, recognizing the macro environment is complicating the valuations for large-cap tech stocks. This is part of the reason why we lowered our price target on Apple shares last week despite its better-than-expected fiscal fourth quarter , also referred to as the September quarter. Apple shares on Wednesday are trading at roughly 22 times forward earnings, above their five-year average of 21.4, according to FactSet. In Wednesday's note, Sacconaghi suggests an undertone of demand softening could be at play with the aforementioned iPhone production cuts.
☆ What it feels like to visit a fusion company lab on a day when wildfire smoke cloaks the horizon
  + stars: | 2022-11-04 | by ( Catherine Clifford | In Catclifford | ) www.cnbc.com   time to read: +13 min
The Helion Energy building under construction to house their next generation fusion machine. For the employees of Helion Energy, building a fusion device is their job. Helion Energy's building under construction to house the seventh generation fusion machine on a day when wildfire smoke was not restricting visibility. On the one hand, I had a newfound sense of hope about the possibility of fusion energy. This is the Polaris Injector Test, where Helion Energy is building a component piece of the seventh generation fusion machine.
☆ Tech companies like Amazon and Meta are warning of tough times ahead — and only some are prepared
  + stars: | 2022-10-30 | by ( Avery Hartmans | ) www.businessinsider.com   time to read: +6 min
While Apple is a "bright spot," Meta, Alphabet, and others are in for a tough few months, analysts say. All signs point to choppy waters ahead — for tech giants, the people they employ, and the users they serve. So, if things are getting bad, how are the big tech companies likely to fare? AppleApple is in the best shape, a "bright spot" amid otherwise grim big tech earnings, Wedbush analyst Dan Ives wrote in a note. Goldman Sachs analysts wrote in a note Tuesday that there's potential for a rebound next year.
☆ 3 things not to do when pitching your startup to a VC, according to a partner at a $750 million crypto venture firm
  + stars: | 2022-10-26 | by ( Morgan Chittum | ) www.businessinsider.com   time to read: +6 min
Marc Weinstein, a partner at VC firm Mechanism Capital, has cut 100 checks as an angel investor. The crypto venture firm grew from $500,000 to a peak AUM of $750 million in two years. But venture firms like Mechanism Capital say there are still tons of deals to be made. Founders who are 'catching the latest fad'The Mechanism Capital partner is focused on the team's backgrounds and what they've accomplished in the past. The firm, Weinstein included, looks for a certain level of consistency in their potential portfolio companies.
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