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☆ Private credit is 'the number one opportunity' in real estate, says Don Peebles
▼ + stars: | 2024-05-17 | 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 EmailPrivate credit is 'the number one opportunity' in real estate, says Don PeeblesDon Peebles, chairman and CEO of the Peebles Corporation, joins CNBC's 'The Exchange' to discuss possible housing slowdowns, where to find opportunity in real estate, and more.

Persons: Don Peebles Don Peebles Organizations: Peebles Corporation

☆ Jim Cramer says patience in Wynn Resorts will be rewarded after surprise post-earnings drop
▼ + stars: | 2024-05-08 | by ( Morgan Chittum | ) www.cnbc.com time to read: +3 min

Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Considering we sold stock twice last month at higher prices, we're interested in buying some of it back. 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, drugmaker Merck, Jim, I'm, we're, Disney, Jim Cramer's Organizations: CNBC, Dow Jones Industrial, Dow, Wynn Resorts, Walt Disney, Disney, DIS Locations: U.S, China's Macao

☆ How a strained consumer 'plays right into' the hands of this discount retailer
▼ + stars: | 2024-05-07 | by ( Alex Harring | ) www.cnbc.com time to read: +5 min

"That all really kind of plays right into Ollie's hands." Her $92 price target implies about 17%% upside from Monday's close. The average analyst has a buy rating and target for shares suggesting upside of more than 12%, according to LSEG. Ollie's shares are lagging the broader market in 2024 with a gain of almost 5% versus the S & P 500's 9% gain. OLLI 1Y mountain Ollie's shares over the past 12 months.

Persons: Anthony Chukumba, it's, Price, Melanie Nuñez, Ollie's, Nuñez, Chukumba, OLLI, Truist's Scot Ciccarelli, Ciccarelli, TJ Maxx, BofA's Nuñez, Chukumba's, FirstCash Organizations: Capital, Federal, Amazon, Walmart, Bank of America, Wall, Ross Locations: McDonald's, Harrisburg , Pennsylvania, Monday's, Ollie's

☆ Nobel Prize-winning economist Joseph Stiglitz says the US economy is on solid footing — but warns any one of these 4 major risks could spoil the expansion
▼ + stars: | 2024-05-04 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

The US economic expansion should continue in the months ahead, assuming there are no major external shocks, according to Nobel Prize-winning economist Joseph Stiglitz. Consumer spending, which makes up about two-thirds of the US economy, is still positive, and job gains have been robust. AdvertisementDespite his generally upbeat outlook, however, Stiglitz is concerned about a number of risks. 4 economic risks to watchThe first is that economic slowdowns happening elsewhere could seep into the US. Congress could shut down again, we might not get some of the necessary bills that we need to continue government," Stiglitz said.

Persons: Joseph Stiglitz, we've, Stiglitz, Brent, Mike Johnson, Trump, Putin Organizations: Service, Columbia University, Conference, Business, Republican Locations: Europe, China, Israel, Palestine, Lebanon, Iran, Ukraine, Russia, Taiwan, Eastern Europe

☆ Tesla could be volatile this week on earnings. Using options to mitigate the risk
▼ + stars: | 2024-04-22 | by ( Michael Khouw | ) www.cnbc.com time to read: +5 min

I am a big fan of Tesla products and the company, but we do not currently own the stock. Since hitting its all-time high on Nov. 4, Tesla shares are the worst-performing member of the "Magnificent Seven". With prices running from about $40,000 for a single-motor version to $70,000 for a tri-motor variant, the Cybertruck's specifications were remarkable. China represents the largest market for EVs at the moment, and BYD is leading Tesla there. Among U.S. manufacturers, Tesla, because it eschews the conventional dealer model, has excellent flexibility on pricing, which they adjust dynamically.

Persons: Tesla, FSD, Warren Buffett's, Berkshire Hathaway, Charlie Munger, Elon Musk, General Motors, — Organizations: Nvidia, Elon, EVs, Ford, Toyota, South, U.S, Ford Motor, General, Tesla Locations: U.S, China, Tesla, Europe

☆ World’s busiest airports: There’s a new No. 2
▼ + stars: | 2024-04-15 | by ( Marnie Hunter | ) edition.cnn.com time to read: +6 min

CNN —Globe-trotters are on the move again in a big way, boosting the rankings of a handful of international aviation hubs on the list of the world’s busiest airports. With 104.7 million passengers in 2023, Dubai’s not nipping at its heels just yet. Tokyo International Airport, commonly known as Haneda Airport, leapt up from No. Tokyo Haneda, Japan (HND): 78.7 million passengers; up 55.1% from 20226. Los Angeles, California (LAX): 75.1 million passengers; up 13.8% from 20229.

Persons: Atlanta’s, ”, Luis Felipe de Oliveira, de Oliveira, Dubai’s, Kamran Jebreili, Issei Kato, Indira, ” de Oliveira Organizations: CNN — Globe, Atlanta’s Hartsfield, Jackson International, “, ACI, Asia Pacific, Atlanta, Chicago, London Heathrow, Tokyo International Airport, Haneda Airport, Reuters, Indira Gandhi International, Air India, IndiGo, Boeing, Aircraft, Hartsfield, Jackson, United Arab Emirates, London, Tokyo, Chicago O’Hare Locations: Dubai, “ Dubai, East, Asia, Atlanta, United States, Dallas, Fort Worth, Denver, Los Angeles, London, Tokyo, Japan, Haneda, Reuters Istanbul’s, New Delhi, India, Jackson Atlanta , Georgia, United Arab, Fort Worth , Texas, DFW, London Heathrow, United Kingdom, Tokyo Haneda, Denver , Colorado, Istanbul, Turkey, Los Angeles , California, Chicago O’Hare , Illinois, ORD, Delhi

☆ Modelo maker Constellation's upbeat forecast should send the stock to new highs
▼ + stars: | 2024-04-11 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Constellation Brands reported better-than-expected quarterly earnings Thursday, driven by strength in its beer business that more than offset continued weakness in wines and spirits. Management's upbeat forecast for fiscal year 2025 should send the stock to new all-time highs. Constellation Brands Why we own it : We like Constellation Brands for its beer franchise, which includes popular Mexican brands Modelo, Corona and Pacifico. More importantly, the sales gains in the beer business are almost entirely driven by volume gains, not higher prices. Management cited Circana channel data as evidence that its beer business outperformed the total U.S. beer category and remained the top dollar sales share gainer.

Persons: Jim Cramer's, Bill Newlands, Beer, Crawford, Meiomi, Robert Mondavi, Jim Cramer, Jim, Justin Sullivan Organizations: Constellation Brands, Modelo, Anheuser, Busch Inbev, Molson Coors, Constellation, Modelo Especial, Corona, Pacifico, Management, High, Woodbridge, Lumina, Enterprise, CNBC Locations: Corona, Pacifico, STZ, Pacific, San Rafael , California

☆ Pricing is one of the biggest reasons behind EV slowdowns, says RBC's Tom Narayan
▼ + stars: | 2024-04-05 | 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 EmailPricing is one of the biggest reasons behind EV slowdowns, says RBC's Tom NarayanTom Narayan, RBC Capital global autos analyst, joins ‘Money Movers’ to discuss why he believes the EV demand will reignite, his take on hybrid vehicles, and more.

Persons: Tom Narayan Tom Narayan, ’ Organizations: EV slowdowns, RBC Capital

☆ Tesla can't outrun the EV slowdown
▼ + stars: | 2024-04-02 | by ( Nora Naughton | ) www.businessinsider.com time to read: +3 min

AdvertisementElectric-vehicle leader Tesla is finally starting to feel the pinch of a slowdown in EV sales that is already rocking the rest of the industry. This rough quarter is the first sign that the EV leader is not immune to a slowdown in electric vehicle sales that has dogged its competitors since the latter half of 2023. Related storiesSo far, Tesla has largely been able to keep up with a changing demographic of electric vehicle shoppers by flexing its hefty profit margins to lower prices. Is Tesla ready for the next wave of EV buyers? For the newest electric car shoppers in the market, simply lowering prices may not be enough to win them over.

Persons: —, Tesla, Elon, Deutsche Bank's Emmanuel Rosner Organizations: EV, Service, Boston Consulting Group, Deutsche

DEIR AL-BALAH, Gaza (AP) — An international team of doctors visiting a hospital in central Gaza was prepared for the worst. But the gruesome impact Israel’s war against Hamas is having on Palestinian children still left them stunned. These gut-wrenching casualties were described to The Associated Press by Tanya Haj-Hassan, a pediatric intensive-care doctor from Jordan, following a 10-hour overnight shift at Al-Aqsa Martyrs Hospital in the town of Deir al-Balah. After nearly six months of war, Gaza’s health sector has been decimated. In the early stages of the war, Israel severely limited the entry of food, fuel and medical supplies into Gaza.

Persons: Tanya Haj, Hassan, “, ” Haj, Arvind Das, Mustafa Abu Qassim, ”, Abu Qassim, “ It’s, ___ Chehayeb Organizations: Hamas, Associated, Aqsa Martyrs Hospital, International Rescue Committee, Medical Aid, World Health Organization, Health Ministry, Israel Locations: DEIR, Gaza, Jordan, Al, Aqsa, Deir, Haj, Israeli Israel, Israel, Gaza's, Beirut, ___, israel

☆ Baltimore port bridge collapse: Global ocean carriers declare 'force majeure,' leaving U.S. companies on hook for urgent cargo pickup
▼ + stars: | 2024-03-27 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +10 min

"The impact of the Baltimore port stoppage on construction and contractor supply chains may be significant," said William George, director of research for ImportGenius. "For cargo already on water, we will omit the port, and will discharge cargo set for Baltimore, in nearby ports. COSCO announced Wednesday morning that its services would "be concluded" once the diverted container arrives at the alternate port. Out of the diverted ports, New York/New Jersey and Savannah, are included. One of the biggest concerns among logistics companies is availability of chassis for both truck and rail to handle the diverted cargo.

Persons: Dali, Francis Scott Key, William George, ImportGenius, Maersk, COSCO, majeure, CGM, Paul Brashier, Brashier, Matt Castle, Robinson, Val Noel, Mike Wilson, Noel, Alan Baer, Baer, Stephen Edwards, Edwards Organizations: Francis Scott Key Bridge, Logistics, CNBC, Baltimore, Evergreen, CMA, ITS Logistics, U.S Department of Transportation, Home Depot, Nike, Walmart, Union Pacific, BNSF, Robinson, DHL, FedEx, Port, DOT's, Rail, TRAC, Freight, Consolidated Chassis Management, USA, Norfolk . Our Midwest Locations: Baltimore , Maryland, Baltimore, The Port, U.S, Port of Baltimore, Target, East, , New York, New Jersey, Savannah, Chicago, Brunswick, Virginia, Charleston, New York, Philadelphia, Norfolk, Wilmington , Savannah, Jacksonville, UAE, Saudi, Doha, India, Bangladesh, NY, Montreal, Port of Virginia, Port

☆ A trucking and rail strategy that boomed during pandemic shocks is heating up again
▼ + stars: | 2024-03-25 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +10 min

The shift in the volume of freight being moved from the East Coast to the West Coast was first highlighted in February in the ITS Port Rail Ramp Freight Index. He said the disruptions from the Suez Canal and Panama Canal have contributed to an almost 20% increase into the West Coast ports. "For our ports, transloading containers is always going to happen and we have the capacity to do more." The West Coast container volume rebound will also have a ceiling. "We probably don't get to the historical 10-year levels of West Coast market share versus East Coast share," Chan said.

Persons: Michael Aldwell, Kuehne + Nagel, Chris Sikora, CH Robinson, Sikora, Tim Robertson, transloading, Paul Brashier, We're, Brashier, Bryan Kempisty, Matt Schrap, Bruce Chan, Chan, CH, Bascome Majors, J.B, Hunt, Schneider, JB Hunt, Jason Seidl, Knight, Swift, Seidl, Larry Organizations: Getty, U.S, Logistics, CNBC, Kuehne, Transportation Intelligence, . Logistics, DHL Global, ITS, Rail, ITS Logistics, Department of Transportation's, PortX Logistics, Harbor Trucking, J.B, Susquehanna International Group, Hub Group, Schneider, Union Pacific, Cowen Group, Universal Logistics Holdings, East, International Longshoremen's Association, Surface Transportation, Canadian Pacific, Kansas City Southern, Uber, Uber Technologies Locations: West Coast, East Coast, Panama, East, Red, Gulf, transload, transloading, West, Suez, Hunt, CH Robinson, Sea, Mexico, Kansas, Mobile , Alabama, Coatzacoalcos, Veracruz, Gulf of Mexico

Quality concerns and production slowdowns. Boeing is an American institution that has contributed to the country’s place on the global stage. As business reporters at The New York Times, we have for years been covering Boeing and concerns over the quality of the planes it makes. We want to hear from people who work — or have worked — at Boeing or at companies, government agencies or other organizations that deal with Boeing about what the company is doing wrong or right. We will not publish any part of your submission without following up with you again to get your permission.

Organizations: Boeing, The New York Times, Airbus, Alaska Airlines Locations: American

☆ France Will Cut Spending as It Sees a Weaker Economy Ahead
▼ + stars: | 2024-02-23 | by ( Liz Alderman | ) www.nytimes.com time to read: +1 min

The finance minister, Bruno Le Maire, on Monday revised the forecast for economic growth this year to 1 percent, down from 1.4 percent at the end of last year. “Lower growth means lower tax receipts, so the government must spend less,” Mr. Le Maire said at a news briefing. After spending lavishly during the pandemic to support the economy and shield consumers from high energy prices, France is now at risk of breaching European Union budget rules that restrict government borrowing. To avoid that, the government must cut costs to lower the deficit to 4.4 percent of gross domestic product this year, from 4.8 percent

Persons: Bruno Le Maire, Mr, Le Maire Organizations: European Union Locations: France, Ukraine, Gaza, Germany, China

☆ Despite a tough market, Builders FirstSource CEO says housing demand is 'really strong'
▼ + stars: | 2024-02-22 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Despite homebuilding slowdowns and high mortgage rates, Builders FirstSource CEO Dave Rush told CNBC's Jim Cramer that the demand for housing remains strong. "And what proved to be the point is housing demand is really strong, and the demand for housing and the fact that housing has been underbuilt, kept housing at a relatively stable level." Up 2.56% by close, Builders FirstSource reached a new 52-week high. Builders FirstSource has invested over $100 million in automated technology, he said. "We tailor our business to the professional contractor, 90 plus percent of our business is delivered to the job site," Rush said.

Persons: homebuilding slowdowns, Dave Rush, CNBC's Jim Cramer, Rush, Builders FirstSource, Homebuilders Organizations: Builders

☆ Americans aren't having enough kids. That's bad news for the economy — and immigration may be the answer.
▼ + stars: | 2024-02-21 | by ( George Glover | ) www.businessinsider.com time to read: +5 min

China, Japan, and Italy are all battling dwindling birth rates — and their struggles are a reminder of an issue that could eventually become a problem for the US. Elon Musk, with his three-year-old son X AE A-Xii at the 2024 Super Bowl, thinks low birth rates pose a risk to civilization. Meanwhile, economists have warned for years about plunging birth rates in Italy . AdvertisementChina has also struggled to raise its birth rate. Congress has also played up the potential for immigration to boost the economy over the longer term.

Persons: —, millennials, Zeds, Zers, you’ve, Marc Ostwald, That’s, Elon Musk, Musk, X, Rob Carr, Italy party’s, ”, ADM’s, Donald Trump, Joe Biden, “, ” Ostwald, Martin Heinrich Organizations: Service, United Nations, Business, ADM Investor Services International, Congressional, Republican, Democrat, Economic Committee Locations: China, Japan, Italy, India, “ Japan

☆ A hedge-fund manager overseeing $120 million shares 4 recession-proof stocks he's betting on for 2024 — and warns the S&P 500 is priced for perfection
▼ + stars: | 2024-02-18 | by ( William Edwards | ) www.businessinsider.com time to read: +5 min

Stocks continued their bull market tear on Thursday, with the S&P 500 closing at a new record high of 5,029. But don’t expect the run to continue, says Lukasz Tomicki, founder of LRT Capital Management, a hedge fund managing $120 million in assets. “I think the market is pricing in perfection,” Tomicki told Business Insider. Another reason he’s bearish on the economy’s prospects is because the money supply is declining, meaning liquidity in the economy is shrinking. The cheaper end of the hotel industry is typically less volatile in an economic downturn, Tomicki said.

Persons: Stocks, Lukasz Tomicki, ” Tomicki, Tomicki, ”, “, Northrup Grumman Organizations: Capital Management, Business, Federal, Fed, Wyndham Hotels & Resorts, Marriott, Hilton

☆ The chief strategist at Citi Global Wealth shares his top growth investments for a resilient economy in 2024 — including his highest-conviction commodity that will triple its demand by 2030
▼ + stars: | 2024-02-07 | by ( Laila Maidan | ) www.businessinsider.com time to read: +4 min

Inflation was certainly severe and very troubling for markets, but ultimately its sources were transitory, Wieting said. As other energy-based companies and commodities grapple with a transition to clean energy, copper is expected to reap the benefits. The transition to clean energy and the move toward electric vehicles means demand for copper will triple by 2030, according to Citi Global Wealth's 2024 outlook. He believes the Magnificent Seven will be a strong part of the economy going into 2024 once again. Therefore, investors should look for opportunities in mid-cap growth or those within the S&P 400, the benchmark for the US mid-cap stocks.

Persons: Steven Wieting, Wieting Organizations: Federal, Citi Global Wealth, Business, Housing, Citi Global

☆ 11 US cities with the best mix of jobs, pay, and affordability
▼ + stars: | 2024-02-07 | by ( Noah Sheidlower | ) www.businessinsider.com time to read: +7 min

Raleigh and Boise also placed high for large cities, while Idaho Falls ranked first for small cities. Per the rankings, only 11 large cities and seven small cities were classified as Tier 1, placing high among many metrics. Big cities also saw their tech sectors grow much faster than small cities. Philadelphia jumped 130 places between 2023 and 2024 in the large cities list, while Manhattan, Kansas, rose 160 places for small cities. AdvertisementFour of the top seven small cities were in Idaho, exemplified by Coeur d'Alene, Twin Falls, and Pocatello.

Persons: Austin, —, Milken, hasn't, Richmond , Virginia —, Paso Robles, El Centro Organizations: Milken Institute, Raleigh, Idaho Falls, Service, Boise, Bureau of Labor Statistics, Idaho National Laboratory, Obispo Locations: Boise, Austin, Raleigh, Los Angeles, Long, Glendale and New York, Jersey, White, Sunbelt, Provo, Orem, Utah, Salt Lake City, Elgin , Illinois, Houston, , Texas, Richmond , Virginia, Charleston, North Charleston, South Carolina, Philadelphia, Manhattan , Kansas, Wichita, Lawrence, Kansas, Idaho, Coeur d'Alene, Twin Falls, Pocatello . Idaho, California, San Luis, Arroyo Grande, Modesto, El

☆ Apple Vision Pro review: This is the future of computing and entertainment
▼ + stars: | 2024-01-30 | by ( Todd Haselton | ) www.cnbc.com time to read: +15 min

In this article AAPL Follow your favorite stocks CREATE FREE ACCOUNTApple Vision Pro Todd Haselton | CNBCIt's night. Here's what you need to know:What's goodApple Vision Pro Source: AppleI was skeptical when I first met with Apple to see the Vision Pro. Apple Vision Pro. Photos in the Apple Vision Pro Todd Haselton | CNBCI love the "spatial photos" you can capture using the cameras on the outside of the Vision Pro or with the latest iPhone 15 Pro and iPhone 15 Pro Max. Apple Vision Pro Todd Haselton | CNBC

Persons: Todd Haselton, Oregon's Mount Hood, I'm, I've, it's, Max, Joshua Tree, Slack, Barbie, It's, CNBC Apple Keychain, Siri, There's Organizations: CNBC, Apple Watch, UBS, Apple, Apple Vision, Vision Pro, Pro, Companies, Vision, Greyhound, CNBC Apple, Disney, Wars, Netflix, Spotify, YouTube, Amazon, Amazon Prime Locations: Oregon's Mount, U.S, Hawaii, White Sands

☆ Berkshire Hathaway is trading at record highs, and UBS thinks it can rise another 15%
▼ + stars: | 2024-01-25 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Berkshire Hathaway shares reached a fresh all-time high to start off a strong 2024, and one analyst thinks the conglomerate's stock is still attractively priced and sees double digit upside. UBS analyst Brian Meredith hiked his 12-month price target for Berkshire's Class B shares to $435 from $410 previously. Secondly, the UBS analyst said Berkshire's array of different businesses remains strong. In insurance, UBS expects profit margins to improve at auto insurer Geico this year, while Berkshire Hathaway Reinsurance Group is expected to see strong growth in premiums and improved profitability. Lastly, UBS noted that Berkshire has historically benefited, on a relative basis, from an economic slowdown.

Persons: Brian Meredith, Warren, Meredith, Buffett Organizations: Berkshire Hathaway, UBS, Berkshire, BRK's Insurance, Insurance, BNSF Railway Co Locations: Berkshire, repurchases, buybacks . Berkshire, U.S, Omaha

☆ Fears of prolonged Red Sea shipping crisis fuel inflation fears, as oil, retail cargo delays rise
▼ + stars: | 2024-01-17 | by ( Lori Ann Larocco | ) www.cnbc.com time to read: +8 min

"If so, we expect the soaring freight rates and equipment shortage will continue till the third quarter," it advised clients. This would be on top of the revenue lost by diverted container vessels which are required to pay between $500,000-$600,000 per transit. "However, given the longer transit times vessels are experiencing, the market may face a shortage of empties across Asia until sailings normalize." Evelyn Fornes, Home Depot spokeswoman, said it is working with logistics carriers to find alternate routes to limit any impact from the Red Sea conflict. East Coast freight rates soar While freight rates for U.S. West Coast ports have yet to spike, freight rates for the East Coast and Gulf are up.

Persons: Folden, Shell, Jean, Charles Gordon, Nyttingnes, Torm, Euronav, Tom, Hafnia, Andy Lipow, Kuehn, Nagel, Ami Daniel, Goetz Alebrand, Stephen Schwarz, Paolo Montrone, Kuehn + Nagel, Alan Baer, Baer, Evelyn Fornes, Fornes, Lane Organizations: Galaxy, Houthis Media, Getty Images, Anadolu, Getty, U.S, Clarksons Securities, Honour Lane Shipping, Wall Street, Shell, Suez, Authority, Lipow Oil Associates, Logistics, CNBC, DHL Global, Asia Pacific, Kuehn, USA, Home, Costco, Walmart, Home Depot, Volvo, Michelin, Ikea, East, U.S . Locations: Iran, Yemen, Anadolu, Hafnia, Ardmore, Suez, Israel, Americas, Asia, Europe, Wells Fargo, Red, U.S, East Coast, U.S . West Coast, Gulf, East, West, West Coast

☆ Morgan Stanley names global 'alpha' stock ideas for January — and gives one 50% upside
▼ + stars: | 2024-01-16 | by ( Amala Balakrishner | ) www.cnbc.com time to read: +2 min

Asian markets may have had a rocky 2023, but those looking for pockets of opportunities in the region can look to Morgan Stanley's selection of "alpha" stocks. Another top stock that Morgan Stanley is overweight on is the Singapore-headquartered United Overseas Bank . Here are 10 stocks from Morgan Stanley's full list of top overweight-rated stocks for January. Notable bottom-ranked stocks Morgan Stanley also named its "notable bottom-ranked stock ideas." These factors "should result in a wider discount to peers like Telstra ," the investment bank's analysts wrote.

Persons: Morgan Stanley's, Morgan, Morgan Stanley, Michael Bloom Organizations: Alpha, Asia, SK Telecom, Korea, United Overseas Bank, ASEAN, Morgan, TPG Telecom, Telstra Locations: Asia, Pacific, Japan, Asia Pacific, Korean, Singapore

☆ Workers Can't Get Hired for America's Semiconductor Jobs of the Future
▼ + stars: | 2024-01-09 | by ( Jacob Zinkula | ) www.businessinsider.com time to read: +17 min

But since completing Quick Start, Gardner has come to a worrying realization: There aren't enough semiconductor jobs to go around. The precedent is little solace for the many graduates of the Quick Start program who are stuck in limbo. In addition to no longer promising interviews with semiconductor companies, Quick Start has taken other steps to moderate candidates' expectations. Hurdles aboundBeyond short-term economics, Palmer believes there are two reasons semiconductor companies have been slow to hire, she said. In the years ahead, the artificial-intelligence boom could further boost the demand for chips and create more jobs in the semiconductor industry.

Persons: Collin Gardner, Gardner, Taco Bell, Taiwan's, Joe Biden, I'm, Lisa Strothers, Jacob Zinkula, Quick, Leah Palmer, who've, Palmer, Gary Burley, who's, they're, we're, It's, —, Gabriela Cruz Thompson, Biden, Gina Raimondo, he'd, hadn't, he's Organizations: Taco Bell, Business, Taco, Semiconductors, Semiconductor, Semiconductor Industry Association, Oxford Economics, Intel, Arizona Advanced Manufacturing, Mesa Community, Mesa Community College, Quick, Samsung, Bloomberg Locations: Arizona's Maricopa County, Arizona, chipmaking, China, Maricopa County, Ohio

☆ Google is rolling out new AI models for health care. Here's how doctors are using them
▼ + stars: | 2023-12-13 | by ( Ashley Capoot | In | ) www.cnbc.com time to read: +6 min

Google said it also plans to introduce health-care-specific versions of Gemini , the company's newest and "most capable" AI model, to MedLM in the future. For instance, HCA Healthcare , one of the largest health systems in the U.S., has been testing Google's AI technology since the spring. Google's MedLM suite can then take those transcripts and break them up into the components of an ER provider note. "What I would say right now, is that the hype around the current use of these AI models in health care is outstripping the reality," Schlosser said. "We're being very cautious with how we approach these AI models," he said.

Persons: Gupta, Aashima Gupta, MedLM, Greg Corrado, Corrado, Dr, Michael Schlosser, Google's, Schlosser, That's, " Schlosser Organizations: Google, Microsoft, CNBC, HCA Healthcare, Nurses, HCA Locations: MedLM, Med, U.S

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