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☆ 5 Moments That Defined Trump’s Record on Immigration
  + stars: | 2023-05-14 | by ( Maggie Haberman | ) www.nytimes.com   time to read: +1 min
Mr. Trump began his presidency by signing an executive order that sought to limit travelers from seven largely Muslim countries for 90 days. The order, with some exceptions, affected travelers from Iran, Iraq, Libya, Somalia, Sudan, Syria, and Yemen. Advocates sued, and the case went to the Supreme Court, which upheld the policy in a 2018 ruling. The Border WallIn 2017, Mr. Trump began focusing on one of his earliest campaign promises — building a physical wall along the border between the United States and Mexico. The idea was initially suggested by a Trump campaign aide, Sam Nunberg, as a memory aid to prompt the candidate to remember to talk about immigration in his speeches.
☆ Google just showed how Big Tech will win again in AI
  + stars: | 2023-05-12 | by ( Hugh Langley | ) www.businessinsider.com   time to read: +6 min
OpenAI and other AI startups will struggle to match this reach, unless they team up with other tech giants, like Microsoft. After Google I/O this week, it's looking like AI will be another 80/20 situation where a few Big Tech companies benefit the most. Some examples:In Google Docs, ask Google's AI model to help you write a job description. For a Google Slides presentation with photos, you can ask the company's AI model to create speaker notes based on the images. Insider ran into a high-level Google product manager at the conference who'd just watched a developer presentation.
☆ The top large-cap fund manager from the past 12 months shares the simple change he made that completely turned around his performance — and 13 stocks he loves now
  + stars: | 2023-05-12 | by ( James Faris | ) www.businessinsider.com   time to read: +8 min
That realization led portfolio manager David Miller to launch the Catalyst Insider Buying Fund (INSIX) nearly 12 years ago. While many funds factor in insider transactions when selecting stocks, few use it as their main prerequisite when screening investments. But in the last 12 months, it's the best-performing large-cap fund on the market through April 30, according to Kiplinger. All of these companies have benefitted from insider buying to some extent, but some have been lifted even more by company buybacks. "They've just been gobbling up their own stock," Miller said of O'Reilly Automotive.
☆ A hedge fund manager shares the 7 GPT-4 prompts he used to filter top stocks and the 6 key takeaways he learned from his AI experiments
  + stars: | 2023-05-11 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +12 min
He found a series of prompts that allows GPT-4 to respond with good stock market insight. The crossroad where technology meets the stock market isn't new territory for Patel. It responded with seven key variables that did indeed impact 2022's broad stock market performance. It picked three of the same stocks Patel already held: Microsoft, Visa, and Apple. Otherwise, the majority of them would have been able to navigate 2022's stock market better.
☆ DA Davidson says this software stock has 'Buffett-esque' qualities and can surge nearly 40%
  + stars: | 2023-05-04 | by ( Sarah Min | ) www.cnbc.com   time to read: +1 min
ZoomInfo Technologies is a "Buffett-esque" stock with big upside ahead, according to DA Davidson. ZI 1D mountain ZoomInfo Technologies shares 1-day ZoomInfo made its public debut in June 2020, jumping more than 60% in its first day on the Nasdaq. Since then, trading has been volatile for the software stock. The provider of sales software should also get a boost from tech layoffs that's expected to reduce sales departments. "We see the long-term opportunity not only from the base data product, but mostly from continued expansion as the leading Sales Enablement provider," Luria wrote.
☆ Here are Thursday's biggest analyst calls: Apple, Western Alliance, Berkshire Hathaway, Wix & more
  + stars: | 2023-05-04 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"We are initiating coverage of ZI with a BUY rating and a $30 target as a rare value investment within software. Citi upgrades Deutsche Bank to buy from neutral Citi said the global investment bank is at an "attractive entry point." " Deutsche Bank is one of the most de-rated banks YTD, yet the 1Q23 results demonstrated potential for further consensus earnings upgrades." Rosenblatt reiterates Apple as buy Rosenblatt said it's standing by its buy rating heading into earnings on Thursday after the bell. " CFRA reiterates Berkshire Hathaway as hold CFRA said it's standing by its "fairly valued" hold rating heading into Berkshire earnings on Saturday.
☆ Berenberg names stocks to play A.I. transformation in the auto industry - including one expected to double
  + stars: | 2023-05-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
He said the auto industry is in the midst of a transformation that "parallels the evolution of consumer electronics from 1985 to 2010," noting both companies are poised to benefit from innovation propelled by AI and the growth of driving automation systems. Despite a crowded market, Maymon expects both names to "cut through the noise." When combined with Nvidia and Qualcomm, he forecasts all four names will account for at least 90% of the more than $30 billion Tier 2 silicon and software market for driving automation by 2030. Of the group, he views Mobileye as the "best pure-play" silicon and AI algorithm supplier and a driving automation systems "pioneer." MBLY YTD mountain Mobileye shares in 2023 Mobileye shares fell last month after the company slashed its guidance and said it now expects a wider-than-expected operating loss.
☆ Here are Tuesday's biggest analyst calls of the day: Apple, Ferrari, Dell, Tesla, Chegg, Penn & more
  + stars: | 2023-05-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"We initiate coverage of AMRC shares with a Buy rating and $60 PT implying ~45% upside potential." Barclays downgrades Shoals to underweight from equal weight Barclays said in its downgrade of the solar company that shares of Shoals are overvalued. Morgan Stanley upgrades Dell to overweight from equal weight Morgan Stanley says it's getting more constructive on shares of the PC giant. " Barclays initiates Ferrari as equal weight Barclays said in its initiation of the stock that it's waiting for a better entry point. Cowen reiterates Target and Walmart as outperform Cowen said it's standing by its outperform rating on the big box giants.
☆ Morningstar's chief U.S. market strategist shares his outlook for the economy and ways to play the market turbulence ahead
  + stars: | 2023-04-27 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
But even in a turbulent environment, there are value opportunities for investors who look carefully, according to Dave Sekera, Morningstar's chief U.S. market strategist. "We think the stock market is undervalued," Sekera told CNBC during an interview at the Morningstar Investment Conference in Chicago. "However, I'd say at this point, the easy returns have already been made thus far this year, and I do see a rough road ahead for the next couple of quarters for the stock market in general." For regional bank stocks, Morningstar expects earnings to slowly decline through 2023. Today, Morningstar views many of those names, in areas such as energy, healthcare and consumer defensives, as fully valued.
☆ UPS and FedEx are shrinking as packages evaporate. Automation could make the changes permanent.
  + stars: | 2023-04-27 | by ( Emma Cosgrove | ) www.businessinsider.com   time to read: +6 min
Revenue in the first quarter was down 6% and package volume was down by 5.4%. Both UPS and FedEx are downshifting and planning futures with smaller, more efficient networks. But beyond initial cuts, UPS and FedEx are leaning into technology upgrades to shrink strategically and emerge from the doldrums more efficient. The company has already begun the combination of Ground and Express, which will involve closing Express facilities and moving those operations into nearby Ground buildings. These networks have long acted as a moat around UPS and FedEx — making entering the delivery space so expensive it was rarely attempted.
☆ Here are Monday's biggest analyst calls: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & more
  + stars: | 2023-04-24 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential." Goldman Sachs reiterates Apple as buy Goldman said in its Apple earnings preview note that "solid iPhone demand to offset Mac weakness." Wells Fargo names Disney a top pick in media Wells said in a note on Monday that Disney is the "best opportunity in media." JPMorgan reiterates Ford & General Motors as overweight JPMorgan said in an earnings preview note that it's standing by both automakers heading into earnings tomorrow for GM and next week for Ford . Mizuho initiates Tencent Music Entertainment as buy Mizuho said in its initiation of the China music company that the stock has upside potential. "
☆ The growth fund that dodged the worst of the 2022 bear market by leaning on fundamentals
  + stars: | 2023-04-23 | by ( Alex Harring | ) www.cnbc.com   time to read: +7 min
The firm's $1.7 billion Large Cap Growth Fund , with some of the biggest technology names among its top holdings, lost 24.3% in 2022. 'Rigor and process' Kantor and Regenbaum have spent years managing the fund by taking a magnifying glass to the inner plumbing of some of the biggest growth stocks. Indeed, Morningstar says the fund's portfolio has a lower price-to-book-value than other large cap growth funds or Morningstar's benchmark index for the group, and faster book value growth. There were "crazy growth companies that went to the moon," Kantor said, "and then unfortunately at some point had to return to Earth." Investors are at an important moment given the Federal Reserve's campaign to rein in inflation by hiking interest rates, and the interest-rate sensitive nature of growth stocks.
☆ What Bard said when Google VC asked the A.I. about the value of corporate diversity
  + stars: | 2023-04-20 | by ( Carolyn Chun | ) www.cnbc.com   time to read: +4 min
Stewart asked Bard, Google's first public version of a generative AI chatbot — and a rival to Microsoft -funded OpenAI ChatGPT — about the value of corporate diversity. The AI generated many of the points she makes in pushing the case for greater diversity in the workplace. Gradient is looking for founders that are building this AI "data moat" and "go-to expertise" into their businesses, she said. But she stressed that as AI is adopted, it is important that the development of the tech reflects diversity in development. Thinking about generational diversity may be as important as ethnic, racial and gender diversity as AI goes mainstream, too.
☆ Tesla's shares are up over 70% this year. One market pro is bullish — but another isn't convinced
  + stars: | 2023-04-11 | by ( Zavier Ong | ) www.cnbc.com   time to read: +5 min
Shares of electric vehicle giant Tesla have risen more than 70% this year, after falling 65% in 2022 in its largest-ever annual decline. Bull vs. bear Ross Gerber, president and CEO of Gerber Kawasaki Wealth Management, is an unabashed Tesla bull. Gerber is excited about the prospects for Tesla's first pickup truck — the Cybertruck — which is expected to begin production by end-2023. Tesla cannot be the EV leader without cutting prices, Bido added. One of the most important components of an EV is the battery, and Gerber said Tesla is a leader in battery technology.
☆ One of the minds behind a $7.6 billion ETF details the 5-part approach the fund uses to select companies with competitive advantages — and recommends 10 stocks that fit the bill right now
  + stars: | 2023-04-06 | by ( James Faris | ) www.businessinsider.com   time to read: +5 min
The VanEck Morningstar Wide Moat ETF has enjoyed strong gains with this strategy. Much like the stocks it targets, the VanEck Morningstar Wide Moat ETF (MOAT) doesn't have much competition. A focus on companies with economic moats, combined with low competition, has helped the MOAT ETF grow to $7.6 billion in assets since its inception in April 2012. It uses fundamental, bottom-up research from the team that compiles Morningstar's Wide Moat Focus Index to target high-quality companies that are set to outperform. "It doesn't stop at just finding a company that has established a competitive advantage," Rakszawski told Insider.
☆ Inside Nike: Sources share claims of sexism, cheating, abuse at the world's wokest brand
  + stars: | 2023-04-05 | by ( Joshua Hunt | ) www.businessinsider.com   time to read: +51 min
The conservative blowback came as no surprise to Parker, who told Nike's board of directors to expect some short-term backlash. In late 2014, the BBC sent a film crew to Portland to interview several former Oregon Project employees. "He would be at the side of the track calling out runners' splits but wouldn't call Kara's out," Adam Goucher told me. When people asked why she left the Oregon Project, she said it was a "personal decision." "I don't think it has anything to do with who the CEO is," Goucher told me.
☆ Exclusive: How generative AI startup Treat scored $8.5 million in funding from Greylock to help companies create personalized product photos
  + stars: | 2023-04-04 | by ( Stephanie Palazzolo | ) www.businessinsider.com   time to read: +3 min
Treat uses generative AI technology to create personalized product images based on customer data. The startup recently raised $8.5 million in seed funding from Greylock Partners. Their startup Treat, which leverages generative AI to create personalized product photos, recently landed $8.5 million in seed funding from Greylock Partners. A number of other up-and-coming generative AI startups, like Flair AI, have emerged to tackle the issue of creating branded product photos quickly. With its new seed funding, Treat is planning to hire more machine learning, sales, and operations talent.
☆ Elon Musk's price cuts at Tesla are working – for now
  + stars: | 2023-04-03 | by ( Nora Naughton | ) www.businessinsider.com   time to read: +4 min
Tesla reported record-breaking Q1 deliveries of 422,875 vehicles. Analysts warn price cuts alone can't keep competition at bay. This record-breaking first-quarter delivery report from comes after Tesla engaged in a series of price cuts and other purchase incentives for the last several months, a move that some investors worried would have too much adverse impact on the company's profit margins. Other analysts and industry experts initially wondered if Musk was using price cuts to turn Tesla's demand problem into an advantage over his competitors. But analysts warn that price cuts alone cannot stave off competition forever.
☆ Club meeting recap: Buy, Buy, Buy — why Jim Cramer likes Disney, AMD and Caterpillar so much
  + stars: | 2023-03-30 | by ( Paulina Likos | ) 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. Buy Disney Buy Advanced Micro Devices Buy Caterpillar 1. Buy Disney Needham reflected in a research note Thursday that Apple (AAPL) and Walt Disney (DIS) could be worth more together than separately. While unlikely Apple would (or even be allowed by regulators) to buy Disney, Jim Cramer highlighted Needham's analysis, saying it shows Disney is "worth substantially more than people realize." Buy Caterpillar Jim sees a "tremendous opportunity" to buy Club holding Caterpillar (CAT) with the stock down about 6% year-to-date.
☆ Jonathan Hirtle launched his $18 billion firm in the wake of the 1987 market crash. He told us what he's holding for the long haul, and what's different about the current bank crisis.
  + stars: | 2023-03-23 | by ( Marley Jay | ) www.businessinsider.com   time to read: +4 min
Hirtle also discussed how he's investing clients' money and his long-term market views. Hirtle told Insider that the bank failures of 2023 are very different from what he saw in 1987, or in 2008. So Hirtle says he is concentrating on the long term, and that he prefers the US to other regions. Still, he says that global diversification, and diversification across stocks, bonds, and private equity is important for the long term. In the 2010s bull market, stocks rose about 400% in a little under 11 years.
☆ Nvidia's 'dominant A.I. leadership' is clear after GTC developer conference, Wall Street analysts say
  + stars: | 2023-03-22 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
If there's one takeaway from Nvidia 's developer conference, it's the computing firm's dominant leadership in artificial intelligence, according to Wall Street analysts. Investors piled into Nvidia shares this year as they sought ways to play the growing AI trend. NVDA 1Y mountain Nvidia shares 1-year The event only added to their confidence in the stock. to a multi $Tn+ IT/Infrastructure as a service industry TAM from narrower chip-only industry opportunity," Arya wrote to clients on Tuesday. JPMorgan's Harlan Sur reiterated an overweight rating, saying Nvidia's "dominant AI leadership" is clear following the event.
☆ Foot Locker's new leadership can drive big gains for the retailer, Citi says
  + stars: | 2023-03-21 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Foot Locker is moving in the right direction under leadership, according to Citi. Lejuez's new price target implies the stock could rally 25.4% from where it closed Monday. Despite reporting a slide in holiday-quarter earnings , Foot Locker leadership shared details about a renewed relationship with Nike . Foot Locker shares gained 3.2% in premarket trading Tuesday coming off Monday's investor day . He also said there could be upside to the target price if management can execute its plan to grow sales.
☆ From Tesla to under-the-radar battery stocks: Wall Street has a playbook for the EV boom
  + stars: | 2023-03-20 | by ( Zavier Ong | ) www.cnbc.com   time to read: +4 min
The bank's "Battery Electric Vehicles Basket" comprises several stocks across the EV supply chain, including automakers Rivian , Lucid and Li Auto . This may be the opportune moment for Chinese EV brands to knock on the doors of Europe." Among the Chinese EV makers, BYD, Nio and Xpeng are "the ones to watch," according to Bernstein. "We expect Chinese EV players to find better success targeting the compact, mass market EV segment that has so far been under-penetrated in Europe," the bank said. Tesla and under-the-radar plays Tesla is one of Deutsche Bank 's top picks in the EV space.
☆ Ron DeSantis is staying silent amid a push from MAGAworld for him to say or do something about a possible Trump indictment
  + stars: | 2023-03-20 | by ( Matthew Loh | ) www.businessinsider.com   time to read: +4 min
As MAGAworld rages about rumors that Donald Trump will be indicted, Ron DeSantis has stayed quiet. Ron DeSantis is facing immense pressure from the far-right wings of MAGAworld to help former President Donald Trump evade a potential indictment in New York. Posobiec told The New York Times that he was "taking receipts on everyone" who hasn't blasted a potential Trump indictment. Far-right influencer Stew Peters tweeted that DeSantis should send the Florida National Guard to protect the former president at the Mar-a-Lago resort. Once allies with DeSantis, Trump has over the last year increasingly launched personal attacks at the governor.
☆ 10 stocks that are gaining market share for their disruptive innovations like AI, according to a portfolio manager
  + stars: | 2023-03-18 | by ( Laila Maidan | ) www.businessinsider.com   time to read: +7 min
AI can be placed under the broad category of disruptive technology, which refers to innovations that change consumers' habits and displace old markets. Then, you have public cloud infrastructure that connects it all together, such as Amazon Web Services or the Google Compute Engine which provides infrastructure as a service (IaaS). For this reason, instead of taking the approach of creating something as narrow as an AI ETF, the ETF is focused on anything that signals disruption to an entire industry and changes the status quo. They have a "tremendous" market share in AI applications, and companies are hungry for their products, he noted. Analog Devices (ADI) provides technology that can translate atmospheric information into digital data to mean something to the hardware.
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