A top Goldman Sachs strategist has named sectors that look “cheap” right now, including one which she says provides a “lovely hedge” to inflation.
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Goldman strategist names two sectors with ‘incredibly cheap’ stocks after Fed rate hike
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BlackRock sees shift in artificial intelligence trade. Where investors are putting their money now.
BlackRock is seeing a shift among Big Tech investors. Jay Jacobs, the firm’s U.S. head of equity ETFs, finds they’re going for targeted themes like artificial intelligence. “One of the biggest trades we’re seeing this year is simply people leaving the traditional tech sector and getting more granular into AI-specific ETFs, like BAI [the iShares […]
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Warren Buffett Watch: Berkshire’s Japanese stock positions top $30 billion
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire’s Japanese stock positions top $30 billion The total value of the five Japanese “trading houses” in Berkshire Hathaway’s equity portfolio has topped $30 billion […]
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These stocks reporting next week have a history of posting earnings beats and rallying
Investors aiming to predict which stocks will pop during earnings season may want to keep an eye on companies that have strong track records of exceeding Wall Street’s expectations. Earnings season for the third quarter starts ramping up next week. Some of the companies slated to share their top- and bottom-line results next week include […]
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