Thu.Sep 19, 2024

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A Once-in-a-Decade Investment Opportunity: 1 Artificial Intelligence (AI) Semiconductor Stock to Buy Hand Over Fist Right Now (Hint: It's Not Nvidia)

The Motley Fool

One of the biggest opportunities among artificial intelligence (AI) investments is semiconductor stocks. Of course, some obvious opportunities include such powerhouses as Nvidia and Advanced Micro Devices. Both companies make chipsets called graphics processing units (GPUs) , which play a critical role in developing generative AI applications. Below, I'll explain why the semiconductor realm presents such lucrative investment prospects over the next several years.

Investing 246
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Private credit premiums shrink as default concerns increase

Private Equity Wire

The days of easy profits in private credit are waning as competition intensifies and defaults increase, according to a report by Bloomberg citing key industry players speaking at the Milken Institute Asia Summit on Thursday. The report quotes Matthieu Boulanger, Head of Europe at HPS Investment Partners, as noting that the “illiquidity premium” for private credit providers – which once reached as high as 350 basis points – has now fallen to around 1%-1.5%.

Banks 93
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Bitcoin, Ethereum, and Dogecoin Surge Higher After Fed Cuts Rates

The Motley Fool

The stock market is on fire on Thursday and that has extended to cryptocurrencies as well. Over the past 24 hours, the value of Bitcoin (CRYPTO: BTC) jumped 6.5% at 1 p.m. ET to $63,700, Ethereum (CRYPTO: ETH) is up 7.6% to $2,470, and Dogecoin (CRYPTO: DOGE) is up 6.3% to $0.1068. The entire crypto market is up big and so is the stock market, driven by high volatility and high-growth stocks.

Banks 246
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What the Fed Rate Cut Means For the Economy

A Wealth of Common Sense

A reader asks: I know Ben talked about rate cuts and the stock market a few weeks ago but what about the economy? Did Powell just guarantee a soft landing by cutting 50 basis points this week? There are no guarantees in life or the markets, unfortunately. The rate cut helps the soft landing scenario but you never know with these things. Let’s invert this question and start with what Fed rate cuts don’t mean.

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Signing Up for Social Security in 2025? You Need to Know These 3 Things.

The Motley Fool

Applying for Social Security is one of the biggest retirement decisions you'll make. For some, it's their sole or primary source of income in their later years. Even for those with personal savings, it often has a substantial effect on their quality of life. While most people understand the basics of benefits, there are plenty of finicky rules that could result in delayed checks or less money than you anticipated.

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Platinum Equity and Butterfly to acquire Rise Baking Company

Private Equity Wire

Global private investment firm Platinum Equity and Butterfly, a Los Angeles-based private equity firm specialising in the food sector are to acquire bakers products supplier Rise Baking Company (Rise). Platinum Equity and Butterfly will be equal partners in the investment. Financial terms of the transaction have not been disclosed. Founded in 2013 and based in Minneapolis, Minnesota, Rise supplies cookies, pies, cakes, icings, muffins, crispy bars, and more, to in-store bakeries and foodservice

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Future Proof 2024: Wow!!

The Big Picture

Now THAT’S a financial conference! If you are reading this on the 19th, I may be still asleep. I am writing this on my flight home, scheduled to land at midnight Wednesday; I was alcohol-free all week (ok, one Mexican lager Tuesday afternoon at my RWM-crew pool swim after the Animal Spirits Live !), and while I feel pretty good, its been a long week.

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2 Ultra-High-Yield Dividend Stocks You Can Buy and Hold for a Decade

The Motley Fool

The average dividend stock currently yields less than 1.5% based on the S&P 500 's dividend yield. That's well below the historical average of more than 4% over the long term because many companies have deemphasized dividends in recent years. However, there are some hotbeds for those seeking high-dividend yields. Several energy stocks have plenty of fuel to grow their high-octane dividends in the decade to come.

Assets 238
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Berlin ‘very sceptical’ about UniCredit move on Commerzbank

Financial Times M&A

Senior figures in German government believe Italian lender took ‘stealthy’ approach to stakebuilding

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Is the Vanguard S&P 500 ETF Still a Great Investment Even With the Stock Market at an All-Time High?

The Motley Fool

The S&P 500 just hit a fresh all-time high, and if the current bull market continues, it probably won't be the last one in the near future. But with persistent recession fears and other economic uncertainty, are stocks getting a little too expensive? The Vanguard S&P 500 ETF (NYSEMKT: VOO) is one of the largest investment vehicles in the world, and many investors consider it to be a backbone of their long-term investment strategy.

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Machine learning ‘overcoming key challenges’ in stock picking

Top 1000 Funds

Once regarded as a black-box approach to supporting asset management, AI and machine learning is becoming increasingly effective and transparent, now more of a crystal box and a useful tool for stock-picking and explaining performance attribution to clients, the Fiduciary Investros Symposium at Stanford University has heard.

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The Federal Reserve's Jumbo Rate Cut Comes With a Big Risk

The Motley Fool

The Federal Reserve's much-anticipated interest rate-cutting campaign started with a bang after Jerome Powell and the Federal Open Market Committee (FOMC) elected to lower the target range of the benchmark federal funds rate by a half-point, much to the market's delight. After an aggressive rate-hiking campaign over the last few years, the market has been waiting for the Fed to cut, a scenario that typically favors equities.

Debt 231
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Knowing when one-seat closing doesn’t work

Million Dollar Round Table (MDRT)

By Godofredo Batas Peteza III One-seat closing is a technique some financial advisors use to close deals during a first meeting. While effective in some scenarios, such as when the client is ready to purchase or is a close relative or a friend, it may not be suited for more complex financial advising. Financial decisions are rarely simple or impulsive.

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Interest Rates Are Coming Down. 3 Top Stocks to Buy Right Now.

The Motley Fool

After several years of keeping interest rates elevated to tame inflation, the Federal Reserve finally flipped the lever the other way on Wednesday. The central bank surprised some investors by opting for a 50-basis-point cut, lowering the federal funds rate 4.75% to 5%. The move should give a welcome boost to the economy, even though major stock market indexes gave up their initial gains by the end of that day's session.

Debt 227
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Headline, formerly e.ventures, raises new $865m fund focused on growth dealmaking

AltAssets

Headline, the early-stage investor which rebranded from e.ventures three years ago, has raised $865m for its latest fund. The post Headline, formerly e.ventures, raises new $865m fund focused on growth dealmaking appeared first on AltAssets Private Equity News.

Funds 78
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Why Artificial Intelligence (AI) Stocks Broadcom, TSMC, and Arm Holdings Were Moving Higher Today

The Motley Fool

Artificial intelligence (AI) stocks were soaring today in response to the Federal Reserve's decision yesterday to cut the benchmark interest rates by 50 basis points. The federal funds rate is now 4.75%-5%, and the central bank signaled that it would cut rates twice more, by 25 basis points each time, before the end of the year. While stocks were volatile after the announcement yesterday, investors gave the news a full-throated cheer this morning, with major stock market indexes up sharply.

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Hotel Engine achieves $2.1bn valuation with $140m Permira investment

Private Equity Wire

Travel technology specialist Hotel Engine has secured a $140m Series C growth investment led by Permira Growth Opportunities II, a fund advised by global private equity firm Permira, giving the company a valuation on $2.1bn. Hotel Engine has used only $20m of outside capital to reach its current valuation, up from $1.3bn at its Series B in November of 2021.

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If You'd Invested $10,000 in AMD Stock 10 Years Ago, Here's How Much You'd Have Today

The Motley Fool

The stock of Advanced Micro Devices (NASDAQ: AMD) has traded since 1972, but for most of its history, it lagged archrival Intel and gained little traction. By 2014, it went into a steep decline, and some feared a possible bankruptcy. However, its investment thesis changed dramatically after Lisa Su became CEO in October 2014. Since that time, Intel has lost its technical edge, and Su's emphasis on central processing units (CPUs) and graphics processing units (GPUs) has made AMD one of the top se

Investing 214
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KKR leads $1.4bn USIC private credit loan

Private Equity Wire

Global private investment firm KKR & Co’s capital markets division has spearheaded a $1.4bn private credit financing deal for USIC Holdings, a public utility provider owned by private equity firms Partners Group Holding AG and Kohlberg & Co, according to a report by Bloomberg. The report cites unnamed sources familiar with the matter as revealing that the funding, which was used to repay broadly syndicated debt, involved a term loan, a delayed draw term loan, and a revolving credit facil

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Better Buy: Bitcoin vs. Ethereum

The Motley Fool

Cryptocurrency investors can't just invest in crypto. There's no equivalent to the stock market's S&P 500 (SNPINDEX: ^GSPC) index yet, where you could buy an exchange-traded fund that represents the broad performance of the market. Instead, investors must pick crypto names by hand. The largest and most popular choices are Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH).

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Marty Zweig Trading Rules

The Big Picture

Marty’s Zweig’s Trading rules 1) The trend is your friend; don’t fight the tape hard return; 2) Let profits run take losses quickly; 3) If you buy for a reason and that reason if discounted or is no longer valid then sell 4) if the values don’t make sense then don’t participate (2 + 2 = 4) 5) The cheap get cheaper the deer get deer; 6) Don’t fight the Fed (less valid than #1); 7) Every indicator eventually bites the dust; 8) Adapt to change; 9) Don’t let your

Returns 62
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Are You Rich? Here's What It Takes to Be Wealthy in America

The Motley Fool

Image source: Getty Images Are you rich? A lot depends on how you define that word. Some people consider you to be rich if you earn a lot of money. Others only consider you to be rich if you have a high net worth, which means the value of your assets (like your home and other property) far exceed your liabilities (like credit card debt). Regardless of how you define "rich," you can find out below what it actually takes to meet that standard and be considered wealthy in America.

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Axel Springer agrees €13.5bn break-up deal with KKR

Financial Times M&A

Media group will be split from classifieds business

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Why Intel, Alphabet, and Mobileye Stocks All Popped Today

The Motley Fool

Thursday is looking like a great day to own stocks, and tech stocks in particular -- especially tech stocks tied to autonomous cars. If you own shares of Mobileye (NASDAQ: MBLY) or Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) today, you have Intel (NASDAQ: INTC) to thank for it. Oh, sure. A lot of stocks gaining today are gaining on the back of a 50- basis-point interest rate cut by the Federal Reserve yesterday.

Stakes 195
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CPP Investments' CEO John Graham on Bloomberg Wealth

Pension Pulse

John Graham, CEO of CPP Investments, sat down with Carlyle co-founder and co-chairman David Rubenstein for an interview on Bloomberg Wealth. I embedded the interview below and it's well worth watching. Interestingly, John's father was a research scientist, his mother a pharmacist. He earned his PhD in Physical Chemistry from the University of Western Ontario in 1999 and went to work for Xerox corporation for ten years where he worked as a research scientist, published numerous papers and was awa

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Why Skechers Stock Dropped Today

The Motley Fool

While the broad stock market was soaring on interest rate cuts today, Skechers (NYSE: SKX) , the casual footwear specialist, was moving in the opposite direction, tumbling after it told investors that China sales were weaker than expected at an industry conference. As a result, the stock finished down 9.6% on the news. Image source: Getty Images. China struggles continue Skechers is far from the only U.S. consumer-discretionary company that's struggling in China as Nike , Apple , and Starbucks h

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PE majors eye Bausch + Lomb as eyecare giant starts sale process

Private Equity Wire

Private equity giants Blackstone, Advent International, and TPG are among a host of firms preparing potential bids for eyecare company Bausch + Lomb, as the company initiates a sale process to resolve a stalled spin-off from its heavily indebted parent, Bausch Health, according to a report by the Financial Times. The report cites sources familiar with the situations as revealing that the auction is gaining interest as Bausch + Lomb seeks a buyer to break the deadlock created by tensions between

Bidding 55
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Why Tandem Diabetes Care Stock Thrashed the Market Today

The Motley Fool

Tandem Diabetes Care (NASDAQ: TNDM) had some encouraging news to report on the regulatory front Thursday, and after it hit the headlines investors piled into the stock. At the end of the day the highly specialized healthcare company's share price had risen in excess of 4%, good enough to top the 1.7% rise of the benchmark S&P 500 index. Crucial approval granted Tandem announced Thursday morning that it had won an important approval from the European Union's (EU) European Medicines Agency (EM

Returns 130
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Hamilton Lane, StepStone lead Thompson Street Capital’s second continuation fund

AltAssets

Thompson Street Capital Partners has closed its second continuation fund thanks to backing from Hamilton Lane and StepStone. The post Hamilton Lane, StepStone lead Thompson Street Capital’s second continuation fund appeared first on AltAssets Private Equity News.

Funds 54
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Why Snap Stock Blasted Higher Again on Thursday

The Motley Fool

There is a clutch of stocks that convincingly beat the market on both Wednesday and Thursday, but not a great many. Among these high achievers was social media company Snap (NYSE: SNAP) , which again posted an exceptional gain on the penultimate day of the trading week. Snap didn't offer any fresh news of its own, but an analyst bolstered the buy case for the stock, helping to send it more than 4% higher on a day when the S&P 500 index posted a 1.7% increase.

Prospects 130
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Private credit specialist Brightwood raises continuation fund led by Tikehau Capital

AltAssets

Tikehau Capital has led a continuation fundraise for private credit investor Brightwood Capital Advisors, to buy up a slate of the firm's assets from a special purpose vehicle. The post Private credit specialist Brightwood raises continuation fund led by Tikehau Capital appeared first on AltAssets Private Equity News.

Capital 54
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Why Vanda Pharmaceuticals Stock Sank by Nearly 6% Today

The Motley Fool

The end of the trading week likely can't come fast enough for Vanda Pharmaceuticals (NASDAQ: VNDA). The commercial-stage biotech's stock took an almost 6% hit on Thursday, following some dispiriting news about one of its investigational drugs. That compared unfavorably to the 1.7% increase in the S&P 500 index during that session. Stomach-disorder drug rejected Bad news about a pipeline product is a fact of life in the biotech and pharmaceutical industries, but it's always an uncomfortable e

Returns 130
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Ex-Riot Games pair pick up $100m for second Patron venture capital fund

AltAssets

Early-stage VC investor Patron has raised a $100m sophomore fund targeting the next generation of consumer startups. The post Ex-Riot Games pair pick up $100m for second Patron venture capital fund appeared first on AltAssets Private Equity News.

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Why Intuitive Machines Stock Rocketed 24% Skyward on Thursday

The Motley Fool

The stock of space exploration company Intuitive Machines (NASDAQ: LUNR) strongly defied gravity on Thursday. It closed the day more than 24% higher, thanks in no small part to news of a major price-target increase from an analyst. That move came mere days after the company delivered some of the best news it's ever reported. Over the moon about NASA's moon contract The raise was enacted by B.

Returns 130