• Howard Marks says the current market offers the 'lowest prospective returns in history'

    14 days ago - By CNBC

    After scoring gains during the nearly seven-month stock rally, hedge fund guru Howard Marks doesn't like what he sees ahead.
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  • On Cloud Mine: Lenovo, Microsoft and NVIDIA Bring Cloud Computing on Premises with Azure Stack Hub

    On Cloud Mine: Lenovo, Microsoft and NVIDIA Bring Cloud Computing on Premises with Azure Stack Hub

    14 days ago - By NVIDIA

    The popularity of public cloud offerings is evident - just look at how top cloud service providers report double-digit growth year over year.
    However, application performance requirements and regulatory compliance issues, to name two examples, often require data to be stored locally to reduce distance and latency and to place data entirely within a company's control. In these cases, standard private clouds also may offer less flexibility, agility or on-demand capacity.
    To help resolve these issues, Lenovo, Microsoft and NVIDIA have engineered a hyperconverged hybrid cloud that enables...
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  • 40 ‘recovery and reopening' stocks to buy now, according to Morgan Stanley

    14 days ago - By Fortune

    Looking for upside? Check out “mispriced” stocks, say analysts at Morgan Stanley .
    According to the bank, not only is the economic recovery “intact” and likely forming a V-shape , there are plenty of pockets where investors have not accurately priced in the coming recovery and eventual reopening-meaning opportunity for investors.
    In a recent report, the bank's analysts first lay out the good news: they expect global and DM GDP to reach their pre-COVID levels “by 4Q2020 and 3Q 2021, respectively.” The analysts further point out that retail sales in many areas are running above pre-COVID...
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  • Goldman Sachs says buy these 35 stocks for big gains right now as they offer double-digit sales growth and explosive margin expansion

    Goldman Sachs says buy these 35 stocks for big gains right now as they offer double-digit sales growth and explosive margin expansion

    14 days ago - By Business Insider

    Summary List Placement
    After a dismal drop in the second quarter, market participants can expect third-quarter earnings results - and any sign of profit recovery - to be under the microscope.
    "Earnings season kicks off next week and will provide investors with another look at the impact of COVID-19 on S&P 500 fundamentals," said David Kostin , the chief US equity strategist at Goldman Sachs. "During the quarter, the Goldman Sachs equity analyst US re-opening scale averaged between 4 and 5 on a continuum between 1 and 10 ."
    According to Goldman's analysts, the US economy is chugging along...
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