Latest news with #AdamJonas
Yahoo
11 hours ago
- Business
- Yahoo
3 excellent ETFs to consider for a Stocks and Shares ISA
I'm a big fan of thematic exchange-traded funds (ETFs), especially for beginner ISA portfolios. They focus on particular industries, trends, or themes that have the potential to make investors a lot of money over the next decade and beyond. Here are a trio of thematic ETFs that I reckon deserve closer attention from investors. Robotics The first big trend I want to highlight is robotics in the shape of the iShares Automation & Robotics ETF (LSE: RBTX). This one is pretty self-explanatory, as it focuses on companies associated with the development of automatic and robotic technology. However, there are many different directions to go with this, including industrial automation, software, and even robot-assisted surgery. The ETF's holdings reflect this diversity, with the likes of Nvidia (AI semiconductors), Rockwell Automation (factory automation), and Dassault Systemes (virtual twin software). The ETF's share price has jumped 63% over the past five years. One risk here is tariffs (yes, those still). Fact is, the market appears to think they're in the rear-view mirror, but their impact probably hasn't even started yet. A global economic downturn would likely reduce capital expenditure, including investments in automation. The longer term looks brighter, though. Morgan Stanley Research estimates the humanoid robot market is likely to reach $5trn by 2050. 'Adoption should be relatively slow until the mid-2030s, accelerating in the late 2030s and 2040s', says analyst Adam Jonas. Cybersecurity Next, we have the iShares Digital Security ETF (LSE: LOCK). This one holds 111 firms that provide services designed to secure digital infrastructure. In simple terms, companies defending data, networks, and systems from cyber threats in our increasingly online world. Top cybersecurity and security stocks here include Fortinet, Datadog, Palo Alto Networks, Cloudflare, and Okta. The share price is up 68% in the past five years. Now, one thing to note here is that the fund is denominated in dollars (each share is currently just under $10). So one risk would be the pound strengthening significantly against the dollar, which would impact returns. Thematically though, it seems inevitable that cybersecurity spending will keep on rising. According to the Royal Institution of Chartered Surveyors, 73% of 8,000 UK business leaders expected their company to be hit with a cyber-attack in the next 12 to 24 months. Nowadays, cybersecurity has become an absolute necessity rather than a luxury. And this bodes well for this ETF. Defence The final big trend is rising military spending by NATO members. Recently, they committed to spending 5% of GDP annually on defence over the next 10 years. This brings me onto the HANetf Future of Defence ETF (LSE: NATP). It provides exposure to firms generating revenue from NATO defence and cyber defence spending. Top holdings include AI software giant Palantir, Germany's Rheinmetall, cybersecurity innovator CrowdStrike, and the UK's BAE Systems. Since launch in 2023, the ETF's share price has rocketed 126%. This reflects the bullish sentiment around defence stocks. That said, sentiment could quickly change if geopolitical tensions ease. Sadly though, we're seeing more confrontation and less cooperation. Meanwhile, there's an unprecedented surge in cyberattacks, which will likely grow in sophistication and intensity in the age of AI. Given this volatile backdrop, I think the Future of Defence ETF is set for further gains in the years ahead. The post 3 excellent ETFs to consider for a Stocks and Shares ISA appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Ben McPoland has positions in BAE Systems, Cloudflare, CrowdStrike, and Nvidia. The Motley Fool UK has recommended BAE Systems, Cloudflare, CrowdStrike, Datadog, Fortinet, Nvidia, Okta, Palo Alto Networks, and Rockwell Automation. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data
Auto Car
2 days ago
- Automotive
- Auto Car
Is it about to get even worse for Tesla?
Close Tesla can normally rely on positive commentary from its biggest champion in the investment community, Morgan Stanley analyst Adam Jonas. After the second-quarter results and call featuring CEO Elon Musk, however, the Tesla 'mega-bull' was nonplussed. 'Almost no detail on outlook. Tesla's outlook continues to lack any specific targets on revenues or margins,' he wrote in a note to investors. 'Elon seems to be… exiting the auto industry'. Jonas noted that Musk was 'pulling capital out of the business and doubling down on AI, autonomy and robotaxis.'
Bloomberg
3 days ago
- Automotive
- Bloomberg
Morgan Stanley Sees $200 Billion Market For Self-Driving Cars by 2030
Morgan Stanley analysts forecast that the market for self-driving vehicles will hit $200 billion by 2030. Analysts Adam Jonas and Tim Hsiao say sales of autonomous cars with Level 2 and above autonomy will jump to 28% of unit sales by 2030 from 8% in 2024. But the analysts warn of China's advantage, writing: "An outsized EV user base and tech deflation have given China an early edge, but dominance of AI computing power and data are advantages that Silicon Valley firms and Germany's Big Three can use to boost their positions." Bloomberg News Auto Reporter Keith Naughton joins Bloomberg Businessweek to discuss. (Source: Bloomberg)
Yahoo
4 days ago
- Automotive
- Yahoo
Tesla (TSLA) Misses on Q2 Earnings, But Morgan Stanley Still Says Buy
Tesla, Inc. (NASDAQ:TSLA) is one of the . On July 24, Morgan Stanley reiterated the stock as 'Overweight' with a $410 price target. Morgan Stanley says Tesla remains a top pick following the company's earnings report on Wednesday. The electric vehicle maker reported a top and bottom line miss on second-quarter results, with automotive revenue falling 16% year-on-year to $16.7 billion. While Analyst Adam Jonas is a well-known Tesla bull, he has lowered his fiscal year 2025 earnings per share expectations by 14% as opposed to prior forecasts. Lower deliveries and higher operating expenses have caused this change. '2Q numbers were a slight beat with FCF near break-even. Tesla is crossing the chasm to autonomy while absorbing slower volume, EV incentive elimination, tariffs and investing in new initiatives that may not make margins for years." Tesla, Inc. (NASDAQ:TSLA) is an automotive and clean energy company that leverages advanced artificial intelligence in its autonomous driving technology and robotics initiatives. While we acknowledge the potential of TSLA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Automotive
- Yahoo
Cathie Wood is Buying the Post-Earnings Dip in Tesla Stock. Should You?
Tesla (TSLA) shares sit comfortably in the green on Friday following news that famed investor Cathie Wood has loaded up on them on the post-earnings weakness. In total, the founder and chief executive of Ark Invest bought 143,190 shares of Tesla across three of her flagship, actively managed exchange-traded funds (ETFs). More News from Barchart This Self-Driving Car Stock Is Surging on a Major Nvidia Boost UnitedHealth Stock Spirals Lower Again. Don't Buy the Dip. UNH Stock Falls as UnitedHealth Confirms DOJ Probe. How Should You Play Shares Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Despite today's gain, Tesla stock remains down some 14% versus its May high and more than 25% versus its year-to-date high set in mid-January. Why Does Cathie Wood Remain Bullish on Tesla Stock? Wood's purchase of TSLA shares despite disappointing Q2 earnings is a major vote of confidence in the company's long-term potential. The renowned tech investor remains positive on Tesla primarily because she no longer views it as an electric vehicle (EV) maker only. According to her, the company is a future leader in autonomous mobility, artificial intelligence (AI), and robotics. Note that Cathie Wood maintains her long-term price target on Tesla stock at $2,600 – reassuring investors that its current dip will likely prove temporary only. Morgan Stanley Reiterates TSLA Shares as Top Pick Morgan Stanley's senior analyst Adam Jonas agrees with Wood's constructive view of Tesla shares as well. In a post-earnings research note, Jonas agreed TSLA is grappling with slower car sales, loss of EV incentives, and higher costs from tariffs, but said, at the same time, it's investing heavily in new technologies like autonomous vehicles and humanoid robots. And while these new projects may not make any money right away, they could be very profitable over the long-term, he told clients. Much like Cathie Wood, the Morgan Stanley analyst is convinced that Tesla is transitioning from a run-of-the-mill EV maker to a leader in AI, robotics, and autonomy, and that's what will drive the TSLA share price up moving forward. How Wall Street Recommends Playing Tesla Here Other Wall Street firms, however, recommend treading with caution in TSLA shares after the EV maker's disappointing Q2 earnings earlier this week. According to Barchart, the consensus rating on Tesla stock currently sits at 'Hold' only with the mean target of about $298 indicating potential 'downside' of some 6.0% from current levels. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
