Asset Allocation
Gabelli’s Global Investing Game Plan: Go Big on US Stocks
For 3 of the asset manager’s top strategists, the notable exception is Tesla.
Tag: Tesla
Risk
Large Institutional Investors Rally Against Tesla Pay Package
NBIM, CalSTRS among funds voting against $56 billion pay package for executive Elon Musk.
Pensions
NYC Pensions Oppose Tesla Executive Pay Package
New York City Comptroller Brad Lander and seven other investment firms oppose Elon Musk’s proposed $56 billion pay package.
Research
Magnificent Seven’s Earnings Have Peaked, BofA Says
The big tech companies’ previous cost cutting boosted profits, but that stimulus is abating, per a bank study.
Risk
BofA Still Positive About 4Q 2023, as Other EPS Estimates Deflate
The pessimistic takes come after the third quarter’s rebound from the earnings recession.
Market Drivers in 2024: The Magnificent Seven? Something Else?
The mega-cap tech giants appear invincible. But things always change in the market.
Pensions
PensionDanmark Sells Tesla, Puts It on ‘Exclusion List’ Over Union Dispute
The car manufacturer is refusing to enter into a union agreement in adjacent Sweden.
Asset Allocation
Why Tech Rally Will Spread Beyond Magnificent 7
The top stocks will get company as the rest of the technology sector joins in amid AI mania, says Wedbush’s Ives.
Risk
Why Big Tech Earnings May Trigger a New Stock Surge for the Sector
Their stocks have been flat, like the rest of the market, but profit expectations are high for Q3.
Asset Allocation
That Nasdaq 100 Rebalancing Likely Won’t Change Much
The Magnificent Seven tech giants will continue to dominate the index, critics say.
Asset Allocation
Japan’s GPIF Ends Losing Streak With 5.4% Return in Fiscal Q4
The pension giant raked in $72 billion during the quarter thanks to its public equities portfolios.
Asset Allocation
Allocators’ Favorite Stock Buys: Battered Tech Names
Amazon, Alphabet and Tesla headed their pick lists in 3Q 2022, a study finds.
Asset Allocation
The 5 Companies that Make the Market Go Up or Down
Apple, Amazon, Microsoft, Alphabet, and Tesla make up a core portion of both the S&P 500 and Nasdaq 100.
Asset Allocation
What Were the 10 Best Stocks in the Last 5 Years?
Not all of them are the FAANGs, like pharma firm Eli Lilly.
Newsmakers
You Thought Musk’s Twitter Quest Was Iffy? Check Out These New Snags
Spawning more doubts: the shortfall on its stock price, a federal probe and a pension program lawsuit.