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☆ 'Undeniably vast' opportunity: Bank of America names generative A.I. global 'winners'
▼ + stars: | 2023-07-14 | by ( Lucy Handley | ) www.cnbc.com time to read: +2 min

Bank of America has dubbed global companies exposed to the demand for generative artificial intelligence solutions as "winners," picking stocks across the software and IT services sectors. It described the AI opportunity within the software industry as "undeniably vast" in a research note dated 12 July, and ranked European companies in the sector. "Huge quantities of data about a company's operations are held within a company's ERP system which makes the software vital in any generative AI integration," BofA's analysts stated. "We see gen AI as an opportunity for the Software industry to derive both potential revenue uplift via enhanced value proposition and data monetization, alongside productivity improvements," the bank said. BofA also looked at the effect of generative AI on the IT services industry and said implications "are the most polarised," noting concerns over drops in sales due to tasks being automated.

Persons: BofA, Frederic Boulan, — CNBC's Michael Bloom Organizations: of America, Dassault Systemes, SAP, Software, IT, International Data Corporation Locations: French, German

☆ From multi-millionaire entrepreneur to Indonesia's minister of tourism — meet Sandiaga Uno
▼ + stars: | 2023-07-13 | by ( Lucy Handley | ) www.cnbc.com time to read: +4 min

Adek Berry | AFP | Getty ImagesWhen Sandiaga Uno was appointed Indonesia's minister of tourism and creative economy, it could not have come at a worse time. "I was the minister of tourism and with zero tourists," Uno told CNBC's Christine Tan, speaking at an event in Singapore last month. We have zero tourists, but then I realized, millions of people have lost their jobs … we were really in a very, very difficult time," Uno said. Indonesian President Joko Widodo told Uno: "'You know what to do,'" Uno recalled. But we have 280 million people — and this year, we're targeting 1.4 billion movement[s] of domestic tourists," Uno told CNBC.

Persons: Anis Baswedan, Sandiaga Uno, Adek Berry, Uno, CNBC's Christine Tan, let's, Joko Widodo, Uno —, —, Edwin Soeryadjaya, Forbes, Prabowo Subianto Organizations: AFP, Getty, Saratoga Capital, CNBC, George Washington University, Resources Locations: Jakarta, Singapore, Indonesia, Asia

☆ Goldman picks a raft of discounted global stocks — and gives two more than 100% upside
▼ + stars: | 2023-07-12 | by ( Lucy Handley | ) www.cnbc.com time to read: +2 min

Analysts at Goldman Sachs have picked a number of global stocks it says are trading at a discount — and said two of its picks could rise more than 100% over the next 12 months. The analysts picked telecommunications company BT Group , giving it an estimated 130% potential upside in the next year. Goldman also gave Lloyds Bank potential upside of 78%, and said South African technology group Naspers could rise by 71% over 12 months. 'Upside risks' The stocks all appear on Goldman's list called "value buys with earnings upside potential." The bank gave Intesta Sanpaolo a 58% potential upside to its 12-month price target.

Persons: Goldman Sachs, John Sawtell, Goldman, Andrew Lee, Sanpaolo, Chris Hallam, — CNBC's Michael Bloom Organizations: Goldman, BT Group, BT, Natwest, Deutsche Bank, Lloyds Bank, Porsche Locations: African

☆ Goldman names under-the-radar global stocks to buy — and says one could soar 80%
▼ + stars: | 2023-07-11 | by ( Lucy Handley | ) www.cnbc.com time to read: +2 min

Goldman Sachs has named several European stocks to buy that it expects to outperform the market — and that other investors could be missing. The list includes Norwegian hydrogen producer Nel , which Goldman says has potential upside of 80% to its 12-month price target. Analyst Michele Della Vigna likes the stock for its strong growth outlook and focus on the North American market. Goldman also picked wind power company Vestas , saying its stock could rise by 48% over the next year. It also chose chemicals company IMCD , with 57% potential upside, and drinks company Remy Cointreau , with 54% potential upside.

Persons: Goldman Sachs, John Sawtell, Goldman, Nel, Michele Della Vigna, Ajay Patel, Remy Cointreau, Elisa, — CNBC's Michael Bloom Organizations: ABN Amro, Veritas Locations: Norwegian, Finnish

☆ JPMorgan reveals its 'pecking order' for the second half including these high-yielding global stocks
▼ + stars: | 2023-07-10 | by ( Lucy Handley | ) www.cnbc.com time to read: +1 min

JPMorgan has named a raft of European stocks it described as having high yields, strong balance sheets and safe dividends, such as BT Group , Bayer and Sainsbury's . In a July 3 note detailing its outlook for the second half of the year, analysts led by Mislav Matejka stated: "Our pecking order for 2H is: bullish on Staples, Utilities, Telecoms and Healthcare, European Energy could hold up well." The bank said international markets had outperformed the U.S., adding that it sees a "significant valuation discount in International vs US stocks." Its European Sustainable yield basket — made up of 40 "high- and sustainable-yielding European stocks, with safe dividends and strong balance sheets" — include stocks across the bank's preferred sectors. JPMorgan also chose a number of "cheap" global sectors it expects to outperform, including telecoms, energy and staples.

Persons: Mislav Matejka, JPMorgan's, J Sainsbury, Banks, Michael Bloom Organizations: JPMorgan, BT Group, Bayer, Sainsbury's, Healthcare, European Energy, International, Novartis, Sanofi, Telefonica, Telia Locations: Staples, Utilities, Swiss, Norwegian, Spanish, Swedish, Europe

☆ JPMorgan names 'cheap' global sectors set to outperform — here are some of its stock picks
▼ + stars: | 2023-07-07 | by ( Lucy Handley | ) www.cnbc.com time to read: +2 min

JPMorgan listed a number of global sectors it says have cheap valuations and "overweight" ratings — referring to the industries it expects to outperform over the next six to 12 months. In a July 3 research note to investors, it picked European telecoms as a "cheap" sector that it is overweight on. In its European "value" basket, telecoms companies included Vodafone and Nokia , while its European "growth" basket included Dutch firm KPN . Energy stocks in JPMorgan's European value basket included Repsol and Siemens Energy , and it included Finnish oil refiner Neste and Norway-based Equinor in its European growth basket. Staples in its European value basket included British grocer Tesco and Swiss chocolate company Lindt & Spruengli .

Persons: Mislav Matejka, Nephew, — CNBC's Michael Bloom Organizations: JPMorgan, Vodafone, Nokia, Energy, Siemens Energy, Staples, Tesco, Banks, WPP, Diageo, GSK, Smith, Prudential, Standard Chartered Locations: Norway, Swiss

☆ Goldman Sachs says A.I. will 'super-charge' music creation and names 5 stocks to buy
▼ + stars: | 2023-07-05 | by ( Lucy Handley | ) www.cnbc.com time to read: +3 min

The music industry is set for a radical shift due in part to generative AI, according to Goldman Sachs , which described the new technology as providing "significant opportunities" for the sector. It named five buy-rated stocks to play the trend: Live Nation , Warner Music Group , French digital music company Believe , China's NetEase , and Universal Music Group . "Generative AI will super-charge music creation capabilities and improve productivity," according to Goldman's analysts in a June 28 note. The music industry is well set up to protect its intellectual property given that it is dominated by three large companies that own the majority of artists' catalogs, according to Goldman. Goldman chose Chinese internet company NetEase, which has a music streaming platform, for its use of AI in its music composition tools.

Persons: Goldman Sachs, NetEase, Drake, Goldman, WMG, UMG, CNBC's Michael Bloom Organizations: Warner Music Group, Universal Music Group, Companies, Spotify, Netflix Locations: Asia, Europe, Chinese

☆ A.I. could ‘remove all human touchpoints’ in supply chains. Here’s what that means
▼ + stars: | 2023-06-19 | by ( Lucy Handley | ) www.cnbc.com time to read: +7 min

Ryan Collerd | Bloomberg | Getty ImagesArtificial intelligence is likely to shake up the transportation industry — transforming how supply chains are managed and reducing the number of jobs carried out by people, according to analysts and industry insiders. Sidewalk robots, self-driving trucks and customer service bots are on their way, along with generative AI that can predict disruptions or explain why sales forecasts may have been missed, according to industry executives. "AI may be able to totally (or nearly) remove all human touchpoints in the supply chain including 'back office' tasks," Morgan Stanley 's analysts led by Ravi Shanker stated in a research note last month. AI is the latest one of these potentially transformative technologies to emerge – and perhaps the most powerful to-date," the analysts added. This is a theme picked up by analysts at investment firm Jefferies, who made multiple predictions about the effect that generative AI will have on transportation and logistics.

Persons: Morgan Stanley, Ryan Collerd, Ravi Shanker, Morgan, Jefferies, Stephanie Moore, Navneet Kapoor, Kapoor, Maersk, Igor Rikalo Organizations: Hershey Co, Bloomberg, Getty, EV, Trucking, Logistics, CNBC, Maersk, o9 Solutions Maersk Locations: U.S, Russia, Ukraine

☆ Firms are bringing production back home because of the Ukraine war, China's slowdown — and TikTok
▼ + stars: | 2023-06-01 | by ( Lucy Handley | ) www.cnbc.com time to read: +8 min

Earnings calls discuss 'reshoring'A number of banks noted mentions of the domestic manufacturing trend in U.S. earnings calls for the most recent quarter. And we have never … got the target right," McRaith told an audience at a supply chain conference organized by software company o9 Solutions in April. Bill McRaith Former chief supply chain officer, PVHMcRaith, a former chief supply chain officer at Tommy Hilfiger-owner PVH , said the apparel industry both over-orders and under-orders stock by about 20% to 25%. If we build an economy based on electrification and batteries, it's going to be really important to control our own supply chain. "If we build an economy based on electrification and batteries, it's going to be really important to control our own supply chain," he told CNBC's "Street Signs Asia" in April.

Persons: Luke Sharrett, Savita Subramanian, Ryan Grabinski, they're, Bill McRaith, McRaith, PVH, Tommy Hilfiger, we've, Shein, Jade Gao, it's, Keith Phillips, Joe Biden, CNBC's, Elon Musk, Phillips Organizations: European Union, Bloomberg, Getty, Bank of America, UBS, Securities, o9 Solutions, CNBC, AFP, U.S ., Reshoring, EV, U.S, EVs Locations: China, Ukraine, U.S, Europe, Brazil, Guangzhou, U.S . U.S, Corpus Christi , Texas, Tennessee, United States

☆ PlayStation, treasure hunts and natural wonders: What life is like onboard a giant oil tanker
▼ + stars: | 2023-05-01 | by ( Lucy Handley | ) www.cnbc.com time to read: +9 min

The movies, which feature ambushes, looting and a drunken captain, are far from real life, according to shipping veteran Ralph Juhl. The crew on board an oil tanker operated by Hafnia. Where the ship goes depends on where the demand for oil is and Dixon has sailed to every continent bar Antarctica, he said. An aurora borealis light display in the southern part of Norway, one of the natural spectacles seen by oil tanker captain DSA Dixon during his seafaring life. Oil tanker crew prepare mooring ropes to secure a bunker barge to their vessel for refueling.

☆ Ukraine’s corn and wheat exports are set to plummet. Here’s what that means for the world's food supply
▼ + stars: | 2023-04-20 | by ( Lucy Handley | ) www.cnbc.com time to read: +7 min

Both Ukraine and Russia were among the world's top producers of commodities such as wheat and barley before the war broke out in February 2022. But the conflict saw the price of U.S. wheat and corn futures hit decade highs (with one benchmark wheat contract hitting an all-time high) and sparked volatility in global wheat prices throughout the year. 2023/24 Ukraine grains exports (corn + wheat) might be 27-30mmt, down 15-18mmt from 2021/22," he added. Global food tradeThe war in Ukraine has contributed to rising food prices, with inflation above 5% in more than 80% of low-income countries, according to World Bank figures. Climate change causing extreme weather is already damaging the food system, according to Alexander, a senior lecturer at Edinburgh University's Global Academy of Agriculture and Food Systems.

☆ Staying in British castles may be easier — and cheaper — than you think
▼ + stars: | 2023-03-10 | by ( Lucy Handley | Chris Dwyer | ) www.cnbc.com time to read: +6 min

Storied Collection is a travel website that lists heritage hotels and homes — including private castles — so vacationers who love history can easily find accommodations that suit them. The Royal Crescent Hotel & Spa is located inside the Royal Crescent, a row of terraced houses built between 1767 and 1775. Hauge and Goldin, with the help of former CEO of Best Western UK Rob Paterson, launched Storied Collection in 2022. Surnames of previous owners include Cooper, Bingham and Synge, according to Storied Collection. The drawing room of the Sir Percy Blakeney Suite at the Royal Crescent Hotel & Spa in Bath, England.

☆ She's visited 63 countries by herself — and now coaches others on how to travel solo
▼ + stars: | 2023-02-23 | by ( Lucy Handley | Chris Dwyer | ) www.cnbc.com time to read: +7 min

She's visited 63 countries alone, she said, and now coaches others on how to go solo. She said people enjoy solo travel because they don't need to take anyone else's interests into account. Group toursGroup tours are another popular option for solo travelers. It has added more single-occupancy cabins with no single supplement, which are extra fees that solo travelers are sometimes charged to stay in a room by themselves. Solo travel tipsHoffman offered advice for people who are traveling alone.

☆ Seen Big Ben already? Here's a Londoner's guide to visiting other parts of the city
▼ + stars: | 2023-02-15 | by ( Lucy Handley | ) www.cnbc.com time to read: +11 min

Central London's City of Westminster is its political heart, while the City of London is where the capital's financial decisions happen. But be warned: Several paths across Hyde Park are pedestrian-only, and police often fine people who cycle on them. The City of London is a blend of old and new, with St Paul's Cathedral close to skyscrapers as well as Roman ruins. While north London has Hampstead Heath, south of the river is Richmond Park, which dwarfs its northern counterpart in size. There's also a branch in central London's Covent Garden — the flower-filled restaurant The Petersham — that has an sit-down deli and bar.

☆ The easiest way to travel full time? See what a 28-year-old paid for an apartment on a cruise ship
▼ + stars: | 2022-12-07 | by ( Lucy Handley | ) www.cnbc.com time to read: +8 min

The MV Narrative is now under construction in Split, Croatia, from where it will set sail in 2025. The MV Narrative, the first cruise ship from operator Storylines, is scheduled to set sail from Croatia in 2025. A computer-generated image of the bathroom in a "Global" penthouse residence on board the MV Narrative cruise ship. A rendering of a residents' lounge on board the MV Narrative cruise ship, which is expected to carry around 1,000 passengers. A computer rendering of the living quarters of an "Envision" residence on board the MV Narrative cruise ship.

☆ Two companies have luxury trains called the 'Orient Express.' Here are the differences
▼ + stars: | 2022-11-22 | by ( Lucy Handley | ) www.cnbc.com time to read: +9 min

The "Orient Express" has been called the "king of trains" and the "train of kings." By the 1970s, the original Orient Express trains had made their last journeys, and the carriages fell into disrepair. The Orient Express 'La Dolce Vita'Accor has more plans to use the Orient Express name. A rendering of the "Orient Express La Dolce Vita," which will connect Rome to cities like Paris, Istanbul and Split. A rendering of a bedroom suite on the "Orient Express La Dolce Vita," showing the train's 1960s-style decor.

☆ The new European vacation? Travelers are returning for trips that are all about food and wine
▼ + stars: | 2022-11-04 | by ( Lucy Handley | ) www.cnbc.com time to read: +9 min

Last year, the couple set up a tour company called Stay Awhile, which organizes trips "designed around food," according to the company's website. Guests taking part in Stay Awhile's French baking course visit the area to sample gourmet delicacies. A food tour of San SebastianPintxos are a staple in San Sebastian, one of the most popular places for foodies in Spain's Basque Country. It's not just doing a wine tour … it's a gourmet getaway," Stebbings told CNBC by phone. On a tour of the French Languedoc-Roussillon region, travelers can take a boat trip to an oyster farm off the coast of Montpellier.

☆ How marketing built Lego into the world’s favorite toy brand
▼ + stars: | 2018-04-27 | by ( Lucy Handley | ) www.cnbc.com time to read: 1 min

How marketing built Lego into the world’s favorite toy brandPublished Fri, Apr 27 2018 1:13 AM EDT Updated Thu, Apr 11 2019 9:23 AM EDT

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