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Search resuls for: "reshoring"


25 mentions found


☆ How professional investors are gearing up for the presidential election
  + stars: | 2024-07-13 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +5 min
Heading into November's U.S. presidential election, professional investors agree on one strategy — diversification remains key. Diversification to hedge tax rate risk FBB Capital Partners' Mike Bailey said that should former President Donald Trump win, his tax cuts might mean better overall prospects for equities. Bailey emphasized that while his investment strategy avoids predicting macroeconomic events and timing the market, Depending on the election's outcome, there could obviously be different results for investors, investors could find it helpful to look at the extreme outcomes of the election. He recommended diversifying across different asset classes, since higher tax rates could lead to downside in the equity market. "If tax rates change, I don't think bonds are going to move that much, so you're pretty safe on that side," he said.
Persons: Mike Bailey, Donald Trump, Bailey, Tesla, John Davi, we're, Davi, You've, it's, Kumar Organizations: November's U.S, Nasdaq, Federal Reserve, Dow Jones, CNBC Pro, Wall, Capital Partners, CNBC, Astoria, Komal, Sri, Kumar Locations: U.S, —, China, Mexico
☆ This utility is one of the best performing stocks in the market with room for more AI demand upside
  + stars: | 2024-07-11 | by ( Spencer Kimball | ) www.cnbc.com   time to read: +6 min
A Texas-based power company that only joined the S & P 500 two months ago is the third-best performing stock in the index this year, boosted by the same demand for everything connected to artificial intelligence. Fast forward to today and Vistra stock has soared 139% this year, adding $18.5 billion to its market cap, which now totals $32 billion, according to FactSet data. "We are always surprised when you see a move the size that we've seen, but I think it's been a long time building," Jim Burke, CEO of Vistra, told CNBC's "Closing Bell" Tuesday. Vistra also owns nuclear power plants, one of the most in-demand power sources in the 2024 market because reactors burn no fossil fuel and emit no greenhouse gases . Guggenheim has a buy rating on Vistra stock with a price target of $133, implying 44% upside from Wednesday's close of $92.31.
Persons: Jim Burke, CNBC's, we've, Burke, Vistra, Shahriar Pourreza, Pourreza, they'll, Guggenheim, Vistra hasn't, Mark Nelson, Joseph Dominguez, Constellation's, aren't Organizations: Vistra Corp, Texas Utilities Co, Dynegy Inc, Computer, Nvidia, Nuclear, Guggenheim Securities, Energy, Guggenheim, CNBC, Amazon Web Services, Talen Energy, Constellation Energy, Wall Street, Radiant Energy, Constellation Locations: Texas, Irving , Texas, Dallas, Ohio, Pennsylvania, Energy Harbor, U.S, East Coast
☆ The bull case for small caps as the second half kicks off
  + stars: | 2024-07-04 | by ( Sarah Min | ) www.cnbc.com   time to read: +6 min
By contrast, the S & P 500 has already reached Jefferies' bull case of 5,400, the strategist noted. The right catalyst For investors, the bull case for small caps that prevailed when the year began, still holds. More immediately, second-quarter earnings may prove a positive catalyst for small caps since expectations are so low, according to Jefferies' DeSanctis. On a trailing 12-month basis, the S & P 500 is trading at a multiple of 25 times earnings. Ultimately, however, many investors say that a rotation into small caps is coming, even if it hasn't happened yet.
Persons: Russell, Richard Nixon, Steven DeSanctis, Jefferies, DeSanctis, Brian Leonard, Ross Mayfield, Baird, Keeley Teton's Leonard, Something's Organizations: Federal Reserve, Jefferies, CNBC Pro, Fed, Advisors Locations: Keeley
☆ 'Early innings' of a U.S. manufacturing boom: Tema ETFs CEO delivers bull case for industrials
  + stars: | 2024-07-03 | by ( Emily Glass | ) www.cnbc.com   time to read: 1 min
One exchange-traded fund is betting on a U.S. manufacturing job resurgence. Tema ETFs CEO and founder Maurits Pot is behind the American Reshoring ETF (RSHO) that focuses on industrials. "At the heart of it is job creation, manufacturing and reshoring — bringing back local manufacturing jobs." Pot's firm launched the American Reshoring ETF in May 2023. Since its inception, the exchange-traded fund is up almost 37% as of Wednesday's close.
Persons: Maurits Pot, Pot, — Organizations: Reshoring, American, ETF Locations: U.S, Tema, We're
☆ Tema CEO Maurits Pot on capturing a reshoring rebound
  + stars: | 2024-07-01 | 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 EmailTema CEO Maurits Pot on capturing a reshoring reboundMaurits Pot, founder & CEO of Tema, joins ‘Halftime Report’ on ‘ETF Edge’ to discuss how the upcoming U.S. election will affect "reshoring" and the ETFs that follow it.
Persons: Maurits Pot Organizations: Tema Locations: Tema
☆ ETF Edge, July 1, 2024
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailETF Edge, July 1, 2024Maurits Pot, Tema CEO and founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the company's GLP-1, Obesity and Cardiometabolic ETF and American Reshoring ETF. Todd Sohn, Strategas ETF & Technical Strategist, also joins the conversation.
Persons: Maurits Pot, Bob Pisani, Todd Sohn Organizations: Tema, American Reshoring, Technical
☆ The big winners of the AI boom are the most boring companies imaginable
  + stars: | 2024-07-01 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +7 min
Some of the main winners of the AI boom will be stocks currently sliding under the radar. Across the road, ground has been broken on another data center. This specifically means data centers, which will be increasingly key for storing information as AI becomes more mainstream. On a single-stock basis, Digital Realty Trust — the only data center real estate investment trust listed on the New York Stock Exchange — has jumped 38% over the last year, while the Global X Data Center & Digital Infrastructure ETF has climbed 12%. Mortonson says it's difficult for software companies to build around AI.
Persons: —, Ted Mortonson, Baird, we're, Goldman Sachs, hasn't, That's, Travis Miller, Miller, Mortonson, There's Organizations: Nvidia, Service, Goldman, Digital Realty Trust, New York Stock Exchange, X Data, Digital Infrastructure ETF, Bank of America, JPMorgan, Morningstar, Business, Software, Utilities Locations: US, Korea, India, Europe
☆ Watch now: ETF Edge on reshoring trends, weight loss drugs and more
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
[The stream is slated to start at 1:10 PM ET. Please refresh the page if you do not see a player above at that time.] CNBC's ETF Edge is dedicated to the fastest-growing trend in investing right now: ETFs. Every Monday, Bob Pisani will be joined by a panel of top market participants to offer educational and actionable advice to help you build your best portfolio.
Persons: Bob Pisani Organizations: Edge
☆ Is "inshoring" ready for revolution?
  + stars: | 2024-07-01 | by ( Bob Pisani | ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIs "inshoring" ready for revolution? Maurits Pot, Tema CEO and founder, joins CNBC's Bob Pisani on 'ETF Edge' to discuss the company's American Reshoring ETF, which invests in industrial and infrastructure companies. Todd Sohn, Strategas ETF & Technical Strategist, also joins the conversation.
Persons: Maurits, Bob Pisani, Todd Sohn Organizations: Tema, ETF, Technical Locations: Maurits Pot
☆ Stock futures are little changed ahead of a holiday-shortened trading week: Live updates
  + stars: | 2024-06-16 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +1 min
Stock futures were little changed on Sunday evening ahead of a holiday-shortened week. S&P 500 futures and Nasdaq 100 futures added 0.03% and 0.1%, respectively. In the week ahead, investors will wonder if that rally can continue, with cracks emerging in the market outlook. This week will be a holiday-shortened week, with markets closed Wednesday for the Juneteenth holiday. Investors are monitoring May retail sales data, due out on Tuesday, as well as home sales and housing starts data later in the week.
Persons: Dow, Shannon Saccocia, CNBC's Organizations: Dow Jones, Nasdaq, Dow, Kroger, Darden
☆ BofA says chip stocks won't peak until mid-2026, and that these 3 sub-industries will thrive until then
  + stars: | 2024-06-03 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
That's as the chip industry often undergoes 10 quarters of upside after experiencing a downcycle, a pattern that has just begun. However, chip stocks (SOX) change direction 6-9 months ahead of cycle inflection, so semis could potentially peak sometime around 2H25, or another year+ from now," Bank of America said. Bank of America sees major upside potential for both, holding a $1,500 and $1,680 price objective on each. "Industrial/auto chip stocks are less crowded and offer diversification away from AI, with easier compares going into CY25E," the bank said. AdvertisementBank of America holds a price objective of $890 and $650.
Persons: —, That's, upcycle Organizations: of America, Nvidia, Broadcom, NXP Semiconductors, KLA Corporation, Service, Bank of America Locations: petering, 2H25, CY25E
☆ This power management stock that has doubled over the past year could win big from AI-fueled energy demands
  + stars: | 2024-05-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The growing need to feed power-hungry artificial intelligence models could benefit an under-the-radar power management stock, according to Wall Street analysts. Last year, Eaton also said that data centers and IT accounted for 14% of revenues. Ahead of Eaton's quarterly print, Bank of America analyst Andrew Obin highlighted the stock as a "pure-play electrical equipment" with high-growth businesses beyond data centers. "While data center remains the strongest end market, it seems that other end markets (residential, distributed IT) improved more than expectations to drive beats," he wrote. Elsewhere, Mizuho's Brett Linzey highlighted Eaton's "extended revenue visibility" given its "mega projects" aimed at meeting reshoring and data center needs.
Persons: Eaton, Craig Arnold, Andrew Obin, Mizuho's Brett Linzey Organizations: Wall Street, Bank of America, ETN Locations: Eaton, U.S
☆ Jim Cramer's favorite investment themes in this rough market and 3 stocks he likes now
  + stars: | 2024-04-25 | by ( Paulina Likos | ) www.cnbc.com   time to read: +9 min
Here are the responses from Jim Cramer and Director of Portfolio Analysis Jeff Marks. (Gary, Philadelphia) Jim Cramer: Go to Club holding Costco's website and buy gold. When we do see a lot of parabolic moves happening in the market that's usually a sign for us to start raising cash. (Sonny) Jim Cramer: Former President Donald Trump wants more defense. 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, Jeff Marks, Wells, It's, They're, —, Sonny, Donald Trump, Trump, Joe Biden, James, Johnson, That's, – Alibaba, Eaton, Michael, you've, Anthony, Dupont, Stanley Black, Decker, Eli Lilly –, that's, Nancy, Estee Lauder, they're, Gordon, Cash, Wynn, I'm, it's, Jim Cramer's, Jim Organizations: Investing Club, JPMorgan, Costco, Investing, Abbott Labs, Baidu, PDD Holdings, Bank of America, Nike, Trust, Jim Cramer's Charitable, CNBC Locations: North Carolina, Gary, Philadelphia, , Texas, Bob , Minnesota, Eaton
☆ Buy these gold and copper stocks to ride AI, China demand and more, say fund managers
  + stars: | 2024-04-24 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Gold and copper have been on fire, as geopolitical tensions mount, central banks buy up gold, and AI demand for copper grows. Copper, too, has done well, with copper futures hitting their highest level since 2022 last weekend. Stock picks He named Australian gold miner Northern Star and copper miner Southern Copper as stocks he's bullish on right now. He said against that backdrop, he's getting back into some gold mining stocks such as Gold Fields and K92 Mining. It said that copper demand will already "significantly exceed" supply starting this year — and that's not even accounting for demand growth from data centers.
Persons: Kingsley Jones, Jevons, CNBC's, Jones, Kamil Dimmich, Dimmich, he's, that's, Jefferies, Teck, Ian Roper, Michael Bloom Organizations: Wall Street, U.S . Federal Reserve, Stock, Northern Star, South, K92 Mining, Jefferies, JPMorgan, Teck Resources, North, Astris Advisory Japan KK, CNBC Locations: USA, Europe, South Capital, East, China, Freeport, McMoRan, Lundin, Teck, North America
☆ Nvidia is in a bubble, stocks will disappoint for a decade, and a recession will strike this year, markets guru warns
  + stars: | 2024-04-12 | by ( Theron Mohamed | ) www.businessinsider.com   time to read: +4 min
Nvidia is in a bubble, stocks will falter, and a recession will hit this year, Jesse Felder said. The markets guru said the microchip frenzy would fade, and stock-market returns would drop off. NEW LOOK Sign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementNvidia hype is a bubble that will burst, stocks will disappoint for the next decade or longer, and a recession will strike this year, Jesse Felder said.
Persons: Jesse Felder, —, outsize, Felder, Jeff Bezos, Meta's Mark Zuckerberg, Jamie Dimon Organizations: Nvidia, Service, Micron
☆ Jim Cramer thinks it's a good time to take profits in this mega-cap tech stock
  + stars: | 2024-04-05 | by ( Morgan Chittum | ) www.cnbc.com   time to read: +2 min
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. "I don't trust this market," Jim Cramer said. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .
Persons: Jim Cramer, Jim, Eaton, Jim Cramer's Organizations: CNBC, Dow, Nasdaq, Wall Street, RBC Capital Markets Locations: Eaton
☆ US reindustrialization will be the top investment theme of coming decades, RBA says
  + stars: | 2024-03-23 | by ( Yuheng Zhan | ) www.businessinsider.com   time to read: +4 min
The "US industrial renaissance" will be the top investment theme of the coming decade, Richard Bernstein Advisors said. The trend of American companies shifting away from dependence on foreign labor and supply chains should dominate investment strategies in the coming decades the firm said. "The market is already rewarding the beneficiaries of this capital reallocation, but we expect years, if not decades, of further performance from this critical investment theme," RBA president Richard Bernstein said in a note this week. For the US, that means big investment in infrastructure on manufacturing will be needed in the coming years as the world reorients. "The market has already recognized the re-industrialization investment theme despite investors' myopia with respect to more exciting technology-related themes, like artificial intelligence.
Persons: Richard Bernstein, Overreliance, Bernstein, — Organizations: Richard Bernstein Advisors, Service, Republicans Locations: America
☆ AI could fuel factory reshoring to developed markets, says CIO of Tema ETF
  + stars: | 2024-03-14 | 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 EmailAI could fuel factory reshoring to developed markets, says CIO of Tema ETFAI could push companies to bring manufacturing back to developed economies as the labor cost arbitrage opportunity shrinks, according to Yuri Khodjamirian, chief investment officer of Tema ETF. This trend has also driven up shares of construction materials stocks, he added.
Persons: Yuri Khodjamirian Locations: Tema
☆ Morgan Stanley says M&A will rebound and these stocks have an 'elevated likelihood' of a takeover
  + stars: | 2024-03-05 | by ( Pia Singh | ) www.cnbc.com   time to read: +4 min
Global mergers and acquisition activity will soar this year, and several names could benefit from the comeback, according to Morgan Stanley. The firm expects global M & A volume activity to rise by 50% this year compared to 2023. "We believe that a cyclical and structural rebound in M & A is coming," Morgan Stanley said in a note titled "Stocks with Elevated Likelihood of Receiving an Offer," which was released Monday. Morgan Stanley pointed out that 2021 to 2023 could have seen a drop of activity worth between $4 trillion and $11 trillion. Morgan Stanley said it has no information about M & A activity involving the companies.
Persons: Morgan Stanley, Morgan, Stephen Ju, Morgan Stanley's Organizations: Health, Sarepta Therapeutics, Tenet Healthcare, Analysts, BMO Capital Markets, UBS, Hertz Global Holdings Locations: Europe
☆ Biden to sign executive order on US port cybersecurity targeting Chinese-manufactured shipping cranes
  + stars: | 2024-02-21 | by ( Lori Ann Larocco | ) www.cnbc.com   time to read: +3 min
An executive order to be signed by President Biden will bolster maritime cybersecurity by making sure all critical port infrastructure that is owned and operated adheres to international and industry recognized safety regulations. The Biden official said that the new Supply Chain Resilience Center, announced last November, will be included in efforts to enhance port security. In addition to the new rules and regulations, $20 billion will be used to strengthen U.S. port infrastructure through the Investing in America Agenda. These cranes have been a focus of debate among national security experts and port officials in recent years. Over the long term, senior Biden administration officials said they would like to invest in the onshoring of port crane manufacturing.
Persons: Biden Organizations: Coast Guard Cyber Command, Coast Guard, & Infrastructure Security Agency, CNBC, Biden, Chain Resilience, Shanghai Zhenhua Heavy Industries, Capitol, Port, Reshoring, American Association of Port Authorities Locations: U.S, China, Shanghai, Beijing, Capitol Hill, America, Japan, Austria, Finland, Germany, Nagoya
☆ Mexico Overtakes China as the Leading Source of Goods Imported to US
  + stars: | 2024-02-07 | by ( Associated Press | Feb. | At P.M. | ) www.usnews.com   time to read: +2 min
WASHINGTON (AP) — For the first time in more than two decades, Mexico last year surpassed China as the leading source of goods imported to the United States. At the same time, the value of Chinese imports imports tumbled 20% to $427 billion. The last time that Mexican goods imported to the United States exceeded the value of China's imports was in 2002. The Trump administration began imposing tariffs on Chinese imports in 2018, arguing that Beijing's trade practices violated global trade rules. Supply-chain disruptions related to the COVID-19 pandemic also led U.S. companies to seek supplies closer to the United States ("near-shoring'').
Persons: Trump, Joe Biden, Biden, — Organizations: WASHINGTON, U.S . Commerce Department, Democrats, Canada Trade, United States Locations: Mexico, China, United States, Washington, Beijing, U.S, Canada, North America, United
☆ India set to clock up to 8% GDP growth as it boosts manufacturing capacity, minister says
  + stars: | 2024-02-02 | by ( Charmaine Jacob | ) www.cnbc.com   time to read: +4 min
Workers assemble mobile phones at a Dixon Technologies factory in Noida, India, on Jan. 28, 2021. Bloomberg | Bloomberg | Getty ImagesIndia could clock up to 8% annual GDP growth for several years as it focuses on boosting its manufacturing capabilities, a key government minister told CNBC on Thursday. watch nowHe spoke extensively about the country's mobile manufacturing ecosystem, claiming that 99% of the phones used in India were made within the country. The country exported $11 billion mobile phones last year, and they are likely to rise to between $13 billion and $15 billion in 2024, Vaishnaw said. Apple 's presence in India has grown exponentially since it first started manufacturing in the country in 2017.
Persons: Vaishnaw, Narendra Modi's, Nirmala Sitharaman, CNBC's, Apple, OnePoll, Joe Biden, India's Modi, Narendra Modi, Modi, Mandel Ngan Organizations: Dixon Technologies, Bloomberg, Getty, CNBC, Union, Railways, Communications, Electronics, Technology, CNBC's Sri, Deloitte, India, Apple, Samsung, Micron, U.S, India's, White, Afp Locations: Noida, India, Delhi, Mumbai, Chennai, China, Washington ,
☆ Traders who scored big and grew famous for 'The Big Short' reveal their current bets
  + stars: | 2024-01-30 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
Their success was chronicled in Michael Lewis' " The Big Short " in 2010, and the Oscar-winning movie based on the book in 2015. Collins of Seawolf Capital revealed that Tesla has been one of his firm's best short bets this year. "I wouldn't call that as big a conviction story as The Big Short. I mean, 'The Big Short' was taking on basically Western civilization." Upstart short Moses at RiskReversal Media said he's betting against artificial intelligence lending platform Upstart .
Persons: Porter Collins, Vincent Daniel, Steven Eisman, Neuberger Berman, Danny Moses, Michael Lewis, Oscar, Collins, Tesla, Eisman, Moses Organizations: Seawolf, RiskReversal Media, UPS, Infrastructure Eisman
☆ Monday's analyst calls: Big pharma upgrade, top 'clean tech' play
  + stars: | 2023-11-27 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +11 min
☆ Here's why the U.S. stock market and economy don't need or even miss China
  + stars: | 2023-11-26 | by ( Jim Cramer | ) www.cnbc.com   time to read: +16 min
Yet, the Fed chief was roundly criticized for avoiding tightening because the economy wouldn't slow down; nor would inflation. The country adopted a strict Covid policy that prevailed through 2022 causing its GDP to fall to 3% way below the Chinese government's 5.5% target. Meanwhile, Chinese President Xi Jinping acted as if nothing had weakened and only strengthened his hold on lifetime power. The S&P 500 advanced 14% over the next two years, but China's market sank nearly 1.5% during the same period. Meanwhile, Chinese President Xi Jinping acted as if nothing had weakened and only strengthened his hold on lifetime power.
Persons: Jerome Powell, couldn't, Powell, Donald Trump, Joe Biden, Nancy Pelosi, Pelosi, Biden, Xi Jinping, Xi, It's, China hasn't, Trump, Jim Cramer's, Jim Cramer, Jim, Tasos Katopodis, Brendan Smialowski Organizations: Federal Reserve, Fed, Initiative, Taiwan Semiconductor Manufacturing Company, Nike, Apple, Starbucks, Trump, Nvidia, United Auto Workers, UAW, Pfizer, CNBC, Federal, Financial, Treasury Department, Capitol, Reuters, Economic Cooperation, Afp, Getty Locations: U.S, China, United States, Taiwan, San Francisco, Mexico, Washington , U.S, Asia
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