Mon.Oct 14, 2024

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Microsoft's New Blackwell Server Rack Could Be Bad News for These 2 AI Stocks

The Motley Fool

In a recent post on X, formerly Twitter, Microsoft proudly displayed its first server rack featuring Nvidia 's newest Blackwell graphic processing units (GPUs). Microsoft is believed to be the first company to receive shipments for the much-coveted Blackwell chips, and in the post it said that Azure is the first cloud provider to run on Nvidia's Blackwell system.

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A Few Thoughts On Diversification Strategies

Fortune Financial

It has been my experience when reviewing portfolios that diversification is typically expressed simply as a number of various stocks owned, or owning a handful of asset classes, usually stocks of various sizes and geographies, and bonds of varying maturities. While such a simple asset allocation may work for many investors, it is my view that too little thought is given to other diversification tools that may enhance a portfolio by addressing some vulnerabilities that can result when a portfoli

Assets 121
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Why BigBear.ai Stock Rallied Monday Morning

The Motley Fool

Shares of BigBear.ai (NYSE: BBAI) got a much-needed boost on Monday, surging as much as 13.7%. As of 11:37 a.m. ET, the stock was still up 13.1%. The catalyst that sent the artificial intelligence (AI) specialist higher was word the company had scored a big contract. The U.S. Army's digital transformation In a press release Monday morning, BearBear announced a new five-year $165.2 million contract to produce a next-generation data system for the U.S.

Capital 173
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From Setup to Success: Your Go-To Guide for Clean Financial Records

XY Planning Network

So you’ve set up your books, perhaps in one of our Set-up & Training Workshops ; now what? Keeping your books clean and up to date is essential, especially in the highly regulated financial services industry. Auditors will request a Balance Sheet, P&L, General Ledger, and Reconciliation reports. Having your accounting in a system such as QuickBooks Online allows you to easily pull these reports at a moment’s notice.

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Union Strike, New CEO: Why Boeing's Issues May Only Get Worse for the Stock

The Motley Fool

Every year it seems like Boeing (NYSE: BA) runs into more trouble. Some problems -- such as the tragic 737 MAX accidents -- are self-inflicted. Others, like the COVID-19 pandemic, are out of its control. Today, it is dealing with a problem that is a mix of both: a union strike. Some 33,000 machinist workers are striking for better wages and benefits in Washington state, calling for large raises over the next few years.

Debt 147
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Spectris seeking $300m in high-grade private credit

Private Equity Wire

UK-based Spectris Plc, a London-listed manufacturer of precision and testing equipment, is in discussions with institutional investors to secure at least $300m in high-grade private debt, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as revealing that the company aims to refinance its existing bank loans by tapping into euro- and dollar-denominated credit through a US private placement.

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LFM Capital completes rapid return to fundraising with one-and-done $462m Fund IV close

AltAssets

Lower mid-market manufacturing and industrials investor LFM Capital has passed $1bn of assets under management after racing back to fundraising with its fourth flagship fund. The post LFM Capital completes rapid return to fundraising with one-and-done $462m Fund IV close appeared first on AltAssets Private Equity News.

Returns 88
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Cathie Wood Says Artificial Intelligence (AI) Is "The Most Transformative Technology in History": 2 Stocks She's Betting Big On.

The Motley Fool

Ark Invest CEO Cathie Wood is one of the most outspoken personalities on Wall Street. Wood has garnered a large following thanks to her consistently bullish convictions around emerging technologies. Right now, artificial intelligence (AI) is being explored for all sorts of futuristic use cases from self-driving cars to drug discovery. Wood recently took to social media platform X (formerly Twitter) and proclaimed that "AI is the most transformative technology in history.

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Mill Point closes Fund III at $1.7bn

Private Equity Wire

Mill Point Capital has closed its third private equity fund, at $1.7bn, nearly double the size of its previous fund. Mill Point Capital Partners III, which exceeded its $1.2bn target, will focus on lower mid-market companies across North America, according to a report by The Wall Street Journal. The report cites unnamed sources familiar with the process, as revealing that the fund, led by Michael Duran, a former Ripplewood Holdings executive, significantly surpassed Mill Point’s second fund, whi

Funds 73
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Prediction: This Fashion Retail Stock Is Down 97% From Its Highs, and It Might Be Acquired Within the Next Year. Here's Why.

The Motley Fool

During the peak days of the COVID-19 pandemic, people around the world increasingly adopted a work-from-home environment and began finding new ways to entertain themselves when duty wasn't calling. One such area was the stock market. Stocks across all industry sectors ebbed and flowed for reasons completely detached from reality. In many ways, the stock market became a digital casino, and many unsuspecting investors learned a hard lesson: Stocks don't go up forever.

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TPG and Blackstone team up to bid for eyecare company Bausch + Lomb

Financial Times M&A

Deal could be among year’s largest private equity buyouts as contact lens maker looks to split from indebted parent

Bidding 91
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Where Will Etsy Stock Be in 5 Years?

The Motley Fool

The COVID-19 pandemic shut the world down, and lockdowns and movement restrictions boosted demand for stay-at-home activities. Online craft marketplace Etsy (NASDAQ: ETSY) was a natural beneficiary of this trend. Its stock price soared, with investors seeming to believe that the boom times would never end. Now, the company's price tag has dropped substantially -- potentially putting it on the radars of value-hungry investors.

Prospects 130
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Impact funds are defying the choppy fundraising market as LPs reallocate capital

AltAssets

LPs are increasingly reallocating capital towards impact investment strategies - a huge result for the segment given the current liquidity constraints hampering investors. The post Impact funds are defying the choppy fundraising market as LPs reallocate capital appeared first on AltAssets Private Equity News.

Capital 63
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Why SQM, Standard Lithium, and Piedmont Lithium Stocks All Dropped Today

The Motley Fool

The bull run on lithium stocks seems to have run its course. Last week, lithium stocks exploded higher after British mining giant Rio Tinto Group (NYSE: RIO) announced it was buying Arcadium Lithium (NYSE: ALTM) for $6.7 billion, a move that seemed to signal that the cyclical lithium market has hit bottom and is ready to bounce back. Shares of lithium companies entirely unrelated to that specific transaction also surged, with Piedmont Lithium (NASDAQ: PLL) in particular gaining 21.5% on the week

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Golding continues impressive 2024 fundraising pace with new €165m debt co-invest fund close

AltAssets

Munich-based Golding Capital Partners has closed yet another fund in 2024 with the €165m final close of its latest private debt co-invest vehicle. The ninth-generation Private Debt Co-Investment 2021 will be tapped for between 20 and 25 deals in senior secured loans to medium-sized companies in Europe. Never miss a story! Click to sign up to […] The post Golding continues impressive 2024 fundraising pace with new €165m debt co-invest fund close appeared first on AltAssets Private Equity Ne

Debt 62
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Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia Over the Next Decade

The Motley Fool

A couple of years ago, semiconductor specialist Nvidia attempted to acquire a little-known company called Arm Holdings (NASDAQ: ARM). Unfortunately for Nvidia, the company abandoned the deal as long-winded court cases revolving around antitrust concerns seemed to have no end in sight. Following the failed acquisition, Arm pursued an initial public offering (IPO) -- hitting the Nasdaq last September.

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10 Columbus Day AM Reads

The Big Picture

My back-to-work-because-Columbus-Day-is-no-longer-a-market-holiday morning reads: • If you think grocery prices take a big bite out of your paycheck in the US, check out the rest of the world : What’s more, it’s important to note that food prices in the U.S. — relatively speaking — are the cheapest in the world, and have been for a long time.

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Is Nike Laced Up and Ready to Go?

The Motley Fool

In this podcast, Motley Fool analyst Jason Moser and host Ricky Mulvey discuss: Numbers from Nike and Tesla. WeWork co-founder Adam Neumann's return to the office leasing business. Then, Motley Fool retirement expert Robert Brokamp and contributor Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.

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Spotlight on Catherine: Our Senior Tax Planner Extraordinaire

Financial Symmetry

We’re excited to shine a spotlight on one of the key members of our team, Catherine Tillery, our Senior Tax Planner. With years of experience, a deep knowledge of tax planning, and a genuine passion for helping others, Catherine brings … Continued The post Spotlight on Catherine: Our Senior Tax Planner Extraordinaire appeared first on Financial Symmetry, Inc.

Taxes 56
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Better Artificial Intelligence Stock: Palantir vs. UiPath

The Motley Fool

Palantir (NYSE: PLTR) and UiPath (NYSE: PATH) represent two different ways to invest in the growing artificial intelligence (AI) market. Palantir mines data from disparate sources to help its government and commercial clients make data-driven decisions, and UiPath's software robots help companies automate repetitive tasks. Palantir went public via a direct listing in September 2020.

Returns 130
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Private equity should avoid being greedy as IPO market improves, says BC Partners

Private Equity Wire

Private equity firms should prioritise realistic valuations and leave room for growth when listing companies on the stock market, and not look to squeeze every last dollar out of initial public offerings (IPOs) in today’s “buyer’s market”, according to BC Partners. Speaking in interview, the $40bn alternative investment manager’s Chairman for Europe, said: “We need to ensure we leave some runway and don’t push too hard on valuations at IPO.

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Why Bausch + Lomb Stock Soared by Over 7% on Monday

The Motley Fool

Monday was an eventful day for Bausch + Lomb (NYSE: BLCO). The eye care specialist's major piece of internal news was that it earned its latest Food and Drug Administration (FDA) approval. As if that weren't enough, media reports claimed that the company has put itself up for sale. Buffeted by these strong winds, Bausch + Lomb's stock price rose over 7% in the day's trading session.

Buyout 130
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Inflexion promotes long-serving Kassai to managing partner, names Collier COO

AltAssets

European mid-market PE investor Inflexion has named Flor Kassai as a managing partner to join its co-founder John Hartz and Simon Turner. The post Inflexion promotes long-serving Kassai to managing partner, names Collier COO appeared first on AltAssets Private Equity News.

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Why NuScale Power Stock Was a Winner Today

The Motley Fool

Some exciting news from a peer company breathed life into shares of NuScale Power (NYSE: SMR) on the first business day of the week. Investors piled into NuScale stock, sending it more than 6% higher in price across the trading session. By comparison, the benchmark S&P 500 index only managed to rise 0.8% that day. Google gets into the nuclear game with Kairos Power Said news came from privately held Kairos Power, which reported Monday that it has signed a development agreement with Alphabet

Companies 130
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Brookfield makes $1.44bn Tritax EuroBox bid

Private Equity Wire

Canada’s Brookfield Asset Management, one of the world’s largest real estate investors, is looking to acquire European logistics real estate firm Tritax EuroBox in a deal valued at £1.1bn ($1.44bn), including debt, according to a report by. Reuters. This move is the latest indication of strong investor interest in warehouses and distribution centres, which have become highly sought after due to the e-commerce boom.

Bidding 53
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Why Easterly Government Properties Stock Topped the Market Today

The Motley Fool

While Easterly Government Properties (NYSE: DEA) had no proprietary news to report as the trading week kicked off, it was bolstered by an analyst's move. With that at its back, the specialty real estate investment trust's (REIT) shares were pushed more than 3% higher in price on Monday. That percentage was well above the 0.8% gain posted by the S&P 500 index.

Returns 130
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Inflexion makes senior leadership promotions

Private Equity Wire

Inflexion, a European mid-market private equity firm, is pleased has appointed Flor Kassai as a Managing Partner alongside the Co-Founders John Hartz and Simon Turner. George Collier has also been appointed as Chief Operating Officer. Kassai runs Inflexion’s Buyout Fund and sits on Inflexion’s Investment, Executive and Responsible Investing Committees.

Buyout 53
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Where Will Nvidia Stock Be in 1 Year?

The Motley Fool

The roller coaster doesn't seem to be stopping as Nvidia (NASDAQ: NVDA). The centerpiece of the artificial intelligence (AI) boom has also been the main driver of the S&P 500 index's performance since late 2022. This year alone, roughly a quarter of the index's 20% rise can be attributed to the chipmaker. That's a lot of weight on Nvidia's shoulders.

Companies 130
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CD&R closing in on deal for stake in Sanofi’s $16bn consumer unit

Private Equity Wire

US private equity firm Clayton Dubilier & Rice (CD&R) is closing in on a deal to acquire a controlling stake in French pharmaceutical company Sanofi’s consumer unit in a deal that values the business at around €15bn ($16.4bn), according to a report by Bloomberg. The report cites an unnamed source familiar with the matter as revealing that Sanofi has opted to sell a 50% stake in the business after considering a full spin-off or sale to shore up new drug development spending at its c

Stakes 53
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Why Bitcoin, Ethereum, and Dogecoin Are Pushing Higher Today

The Motley Fool

Bitcoin (CRYPTO: BTC) , Ethereum (CRYPTO: ETH) , and Dogecoin (CRYPTO: DOGE) are responsible for more than 71% of the overall crypto market, so when these three tokens move 5%, 7.2%, and 4.4% higher, respectively (as of 1:30pm ET), it's going to move the needle. Today's marketwide surge appears to be tied to a variety of macro factors lifting all risk assets today, including equities.

Assets 130
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Former SpaceX execs said to seek $550m for debut Interlagos VC fund

AltAssets

Interlagos, a venture capital investor launched by former executives at SpaceX, is said to be eyeing $550m for its debut fundraise. The post Former SpaceX execs said to seek $550m for debut Interlagos VC fund appeared first on AltAssets Private Equity News.

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Which Pharma Stock Is the Better Bargain Buy: Pfizer or Eli Lilly?

The Motley Fool

With valuations growing across the stock market and the biopharma sector, it's only natural for value-sensitive investors to be looking for bargains all the more intently. On average, the well-established leaders of the pharma industry, like Pfizer (NYSE: PFE) and Eli Lilly , (NYSE: LLY) aren't the first place to find an undervalued gem. Still, that doesn't mean those two are equal in terms of the bang investors might get for their buck.

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LPPI’s Richard Tomlinson: Reflections of a sceptic

Top 1000 Funds

An environment of increased macro volatility and geopolitical risk means investors should question assumptions, move towards more narrative-based scenario thinking and build resilience says Richard Tomlinson, chief investment officer of LPPI.

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3 Surprising Ways Opening a CD Might Backfire on You

The Motley Fool

Image source: The Motley Fool/Upsplash CDs have been a popular investment in recent years for one big reason -- rates have been sky-high. Even though it's gotten harder to find 5% CDs following the Federal Reserve's September interest rate cut, many CDs are still paying close to 5%. But even though today's CD rates remain impressive, you could run into trouble by opening one.

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