The Invesco QQQ Trust, Series 1 ETF (NASDAQ:QQQ) and the iShares Russell 2000 ETF (NYSEMKT:IWM) both track major U.S. equity indexes. However, while QQQ is concentrated in large-cap technology and growth names, IWM provides broad exposure to small-cap stocks across a wider range of sectors. This comparison highlights how these differences play out in terms of returns, risk, and portfolio makeup fo...
The Invesco QQQ Trust, Series 1 ETF (NASDAQ:QQQ) and the iShares Russell 2000 ETF (NYSEMKT:IWM) both track major U.S. equity indexes. However, while QQQ is concentrated in large-cap technology and growth names, IWM provides broad exposure to small-cap stocks across a wider range of sectors. This comparison highlights how these differences play out in terms of returns, risk, and portfolio makeup for investors deciding between the two. Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Continue reading
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy. On March 18, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Samsung Electronics signed a memorandum of understanding to expand their partnership focused on memory supplies for AI infrastructure. As a result of this memorandum, Samsung will provide next-generation […]
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the High Growth Semiconductor Stocks to Buy. On March 18, Reuters reported that Advanced Micro Devices, Inc. (NASDAQ:AMD) and Samsung Electronics signed a memorandum of understanding to expand their partnership focused on memory supplies for AI infrastructure. As a result of this memorandum, Samsung will provide next-generation […]
Micron Technology, Inc. (NASDAQ:MU) is one of the High Growth Semiconductor Stocks to Buy. On March 26, analyst Joseph Moore from Morgan Stanley issued a research note telling investors that the memory market remains more durable than the market thinks. He assigned a Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target […]
Micron Technology, Inc. (NASDAQ:MU) is one of the High Growth Semiconductor Stocks to Buy. On March 26, analyst Joseph Moore from Morgan Stanley issued a research note telling investors that the memory market remains more durable than the market thinks. He assigned a Buy rating on Micron Technology, Inc. (NASDAQ:MU) and raised the price target […]
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy. On March 23, Broadcom Inc. (NASDAQ:AVGO) introduced its Symantec CBX, which is a new cloud-based cybersecurity platform. The platform merges technologies from Symantec and Carbon Black into one easy-to-use tool called Extended Detection and Response. Management elaborated that the target market for […]
Broadcom Inc. (NASDAQ:AVGO) is one of the High Growth Semiconductor Stocks to Buy. On March 23, Broadcom Inc. (NASDAQ:AVGO) introduced its Symantec CBX, which is a new cloud-based cybersecurity platform. The platform merges technologies from Symantec and Carbon Black into one easy-to-use tool called Extended Detection and Response. Management elaborated that the target market for […]
Bigger Isn't Better: A Case For Downsizing The Federal Reserve Authored by via Paul Mueller via the American Institute for Economic Research (AIER), President Trump’s conflicts with Federal Reserve Chairman Jerome Powell and with Board of Governors member Lisa Cook have obscured real shortcomings at the Federal Reserve and brought little useful change. These conflicts tend to focus on whether the ...
Bigger Isn't Better: A Case For Downsizing The Federal Reserve Authored by via Paul Mueller via the American Institute for Economic Research (AIER), President Trump’s conflicts with Federal Reserve Chairman Jerome Powell and with Board of Governors member Lisa Cook have obscured real shortcomings at the Federal Reserve and brought little useful change. These conflicts tend to focus on whether the Fed’s target interest rate is too high or too low. Meanwhile, institutional problems at the Fed have been largely overlooked. But there is an opportunity here with Trump’s nominee for Fed chair, Kevin Warsh. His first task will be navigating a hostile Senate. But should he be confirmed, Warsh’s time would be best spent cleaning up the Federal Reserve system: its personnel, spending, and data. The Federal Reserve System employs 24,000 people. The Board of Governors has about 3,000 employees, while the 12 district banks employ the remaining 21,000. That figure includes 800 to 1,000 professional economists. While the Fed has recently announced plans to reduce its workforce by 10 percent, that would still leave it with more than 21,000 employees. But why shouldn’t the Fed cut headcount by 20 percent to 30 percent, or even more? Does the Fed really need that many employees? After all, this isn’t the 1960s or 1970s when many things had to be done by hand. Not only have there been significant technological improvements and greater automation over the past 50 years, the development of artificial intelligence will also accelerate this trend. As such, the new Fed chair should reevaluate whether the Fed needs so many employees. Besides being wasteful, the high number of economists employed by the Fed has likely influenced the profession to unduly favor the status quo. Those who criticize the Fed or question whether it should even exist find themselves in the wilderness of monetary economics. Employing fewer economists will reduce the Federal Reserve’s gravitational pull on the economi...
SLB N.V. (NYSE:SLB) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that SLB N.V. (NYSE:SLB) is deepening its partnership with Nvidia to build out advanced AI infrastructure and models for the energy sector. The report noted that this collaboration targets faster data processing, lower costs and emissions, and new […]
SLB N.V. (NYSE:SLB) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that SLB N.V. (NYSE:SLB) is deepening its partnership with Nvidia to build out advanced AI infrastructure and models for the energy sector. The report noted that this collaboration targets faster data processing, lower costs and emissions, and new […]
Apple Inc. (NASDAQ:AAPL) is one of the Good Stocks to Buy Now. After a long waiting period, Apple Inc. (NASDAQ:AAPL)’s Siri is expected to get more powerful AI features and a standalone app for Mac and iPhone, as per a March 24 report by Bloomberg. Mark Gurman from Bloomberg reported that people familiar with the […]
Apple Inc. (NASDAQ:AAPL) is one of the Good Stocks to Buy Now. After a long waiting period, Apple Inc. (NASDAQ:AAPL)’s Siri is expected to get more powerful AI features and a standalone app for Mac and iPhone, as per a March 24 report by Bloomberg. Mark Gurman from Bloomberg reported that people familiar with the […]
napong rattanaraktiya/iStock via Getty Images Data services software stocks have been under pressure due to the growing capabilities of artificial intelligence. But Ram Sampath, VP for Portfolio Research with TD Asset Management, says some of these “invisible giants” can still succeed in this environment. Transcript Greg Bonnell: Our feature guest today has characterized big data services firms as...
napong rattanaraktiya/iStock via Getty Images Data services software stocks have been under pressure due to the growing capabilities of artificial intelligence. But Ram Sampath, VP for Portfolio Research with TD Asset Management, says some of these “invisible giants” can still succeed in this environment. Transcript Greg Bonnell: Our feature guest today has characterized big data services firms as the invisible giants of the markets. But what's next for these names, as investors fear that artificial intelligence can disrupt all those business models? Joining us now to discuss is Ram Sampath, VP for Portfolio Research with TD Asset Management. Great to have you back on the show. Ram Sampath: Good to be back, Greg. Greg Bonnell: All right, we're going to do some catch up now. The last time we had you on the show, we were talking about these invisible giants as a key part of the market, information services companies. Let's talk about some of the challenges now being presented by AI. Ram Sampath: Are they called as invisible giants? I think they're more so invisible ghosts, I think, at this point of time. If you think about what's happened over the last six months, the stocks are down around 45%. And in the last three months, year to date, they're down around 25%. And part of the biggest reason is AI. So AI has kind of started to disrupt the space in different ways. And the reason why is that these invisible giants, which we called before, had a lot of data. And what AI does best is summarize and analyze data as much as they can. So we thought that these were going to be winners because you had a lot of data. You can just input something on top of your data and give a more precise and fast and accurate result. But it turns out, that's not the case. People are looking at Pareto's rule, for example. So they're willing to get 80% of the answer at 20% of the time. And they are willing to sacrifice that 20% of an answer, which might be wrong. And so you have all of this pub...
Walt Disney (NYSE: DIS) can be considered a late entrant to the streaming trend. Its flagship Disney+ platform wasn't launched until November 2019, more than a decade after Netflix (NASDAQ: NFLX) introduced streaming in the U.S. Disney's delay was understandable, given that it has legacy cable-TV networks, which used to be very lucrative, to manage. These days, however, the House of Mouse is makin...
Walt Disney (NYSE: DIS) can be considered a late entrant to the streaming trend. Its flagship Disney+ platform wasn't launched until November 2019, more than a decade after Netflix (NASDAQ: NFLX) introduced streaming in the U.S. Disney's delay was understandable, given that it has legacy cable-TV networks, which used to be very lucrative, to manage. These days, however, the House of Mouse is making substantial progress with its direct-to-consumer (DTC) operations, particularly on the bottom line. How high can Disney's streaming profit go? Image source: The Motley Fool. Continue reading
Alphabet Inc. (NASDAQ:GOOGL) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) and Meta lost a case in Los Angeles for neglecting the harmful impacts on young people in designing their social media. The verdict found both the companies liable to pay $6 million in damages, […]
Alphabet Inc. (NASDAQ:GOOGL) is one of the Good Stocks to Buy Now. On March 25, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) and Meta lost a case in Los Angeles for neglecting the harmful impacts on young people in designing their social media. The verdict found both the companies liable to pay $6 million in damages, […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Buy Now. On March 25, UBS lowered its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $510, while maintaining a Buy rating on the shares. The firm said in a research note that the reduced price target comes after analyst Karl Kierstead met Microsoft’s […]
Microsoft Corporation (NASDAQ:MSFT) is one of the Good Stocks to Buy Now. On March 25, UBS lowered its price target on Microsoft Corporation (NASDAQ:MSFT) from $600 to $510, while maintaining a Buy rating on the shares. The firm said in a research note that the reduced price target comes after analyst Karl Kierstead met Microsoft’s […]