FS Investments’ Post

Stocks soared and sector performance tracked likely beneficiaries—Tesla, financials, and semiconductor names all led the gains. Get all the details in our weekly #marketminute report and podcast. https://bit.ly/48QsKTW

Stocks soared and sector performance tracked likely beneficiaries—Tesla, financials, and semiconductor names all led the gains. Get all the details in our weekly #marketminute report and podcast. https://bit.ly/3CppuD1

Today on the #MoneywebNOW #podcast with @SimonPb: Analysis of US inflation data and what role Elon Musk is playing in Tesla’s problems. Download podcast: https://lnkd.in/dtKidsZ7

Market dynamics shift: U.S. stocks see a second week of decline as AI trades reverse. The Magnificent 7 now detract 1.5% from S&P 500 returns. For more insights, check out our #marketminute or listen to the podcast. https://bit.ly/4c85q3W

In our latest podcast episode, Alison Savas and Graham Hay, discuss two key #stockmarket sectors – technology and commodities. As expectations around rate cuts have been meaningfully adjusted (catalysing a re-pricing of bonds), a rotation into real assets like #gold and #copper has begun. However, parts of the mega cap tech complex are still performing well and market cap concentration remains at multi-decade highs. So, is it time to retreat from tech stocks and re-think commodities? Key points discussed in this episode: - The US economy has been incredibly resilient - can it keep powering ahead? 1:00 - Meaningful moves in tech stocks: 5:00 - Nvidia (NASDAQ: NVDA): 6:30 - Tech opportunities in the current market cycle: 11:00 - TSMC (NYSE: TSMC): 11:30 - Qualcomm (NASDAQ: QCOM): 13:30 - Commodities performance and outlook: 14:50 - Teck Resources (NYSE: TECK): 20:00 Listen on our website by clicking the link below or search for "Good Value by Antipodes" on Spotify of Apple Podcasts. #investing #valueinvesting #stocks

HR 4.0 is a strategic imperative for organizations aiming to thrive in the AI era. Enhancing #employeeengagement through personalized career paths, learning patterns, and well-being initiatives - the end goal is to create organizationa that are not only more personal but also high-performing. #futureofwork #hrtransformation #aiinhr #employeexperiences #talentdevelopment #organizationaldevelopment #peopleanalytics

Increasing #semiconductor supply chain resilience and security is a global imperative, supported by collective efforts such as SEMI's SCM initiative, the US Chips Act, EU Chips Act, and more. In this episode of the #RethinkingResilience supply chain podcast, SEMI’s Bettina Weiss discusses the transformative changes affecting semiconductor supply chains, and how companies can strategically prioritize both supply chain resiliency investment and business revenue cashflow. 💰 📈 🎧 Listen here: https://okt.to/P8jGvE #ChipsAct #HighTech #Procurement #SupplyChain #RiskManagement

In the newest episode of The NetScaler Podcast, Brian Huhn and Jason Poole dive into the latest performance results validated by The Tolly Group. Tune in to learn how #NetScaler significantly outperformed #F5 across key areas like latency, throughput, and CPU utilization. Curious how NetScaler leads the way in ADC technology? Don't miss the insights and expert analysis in Episode 8! http://spr.ly/6041oxlU7

Is the worst behind us in terms of transaction volume and valuations? John Chang with Marcus & Millichap joined the podcast to share how forward-looking supply/demand dynamics are enticing savvy investors and painting a promising picture for 2025: https://lnkd.in/gbutW6EC

In this digital economy, #skills are the new currency. During my chat with Joseph Fuller, we discussed in detail how skill building is essential for recruiting and retention, and hiring for learning agility is becoming a requirement. Fantastic discussion in this podcast - full link in the comments. #Futureofwork #IBM