Latest news with #GlobalRetailInvestorOutlook2024
Miami Herald
10-07-2025
- Business
- Miami Herald
Veteran trader has blunt words for SoFi's latest move
Throughout the course of human history, people have sought the answer to one burning question. Is it worth all the hype? Don't miss the move: Subscribe to TheStreet's free daily newsletter We've all been down that road. Someone is always pushing something at us and promising that this is it, no kidding, whatever it is will be the best thing that ever happened. And we get revved up, expecting all manner of good things to happen, only to be severely disappointed and asking, "dude, seriously?" Retail investors - people who invest their own money - can be influenced by all kinds of hype, which is often driven by social media and online communities. And they've been busy in the first half, cumulatively buying around $3.4 trillion of equities, Morningstar reported, citing data from Nasdaq. At the same time, they sold about $3.2 trillion - bringing the total traded to more than $6.6 trillion. "Retail investors remain a major force in the market," Marco Iachini, Vanda Research's senior vice president of research, said in a note to investors. Bloomberg/Getty Images "Participation is at record highs, the dip-buying bias is fully intact, and engagement with single names - particularly high-beta and leveraged plays - continues to rise." "Performance is holding up and risk appetite is anything but shy," he added. "Nothing seems to stop this retail train." More Tech Stocks: Amazon tries to make AI great again (or maybe for the first time)Veteran portfolio manager raises eyebrows with latest Meta Platforms moveGoogle plans major AI shift after Meta's surprising $14 billion move And the average retail investor is getting younger, according to the World Economic Forum's Global Retail Investor Outlook 2024. Released in March and spanning 13 economies, the study found that 30% of Gen Zers start investing in early adulthood, compared with 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, 86% of Gen Zers have learned about personal investing versus 47% of Boomers, underscoring a generational transformation in financial habits, the report said. SoFi Technologies (SOFI) caused some excitement recently. The shares soared on July 8 after the fintech said it was adding new private-market funds, offering exposure to startups like OpenAI, the company behind ChatGPT, and Elon Musk's rocket company, SpaceX. "SoFi is expanding alternative investment opportunities for a new generation of investors," Anthony Noto, CEO of SoFi, said in a statement. The company has expanded access to alternative investments to include new private markets funds from asset managers including Cashmere, Fundrise and Liberty Street Advisors. Over the past year, SoFi said, it has expanded its alternatives offerings by introducing a suite of alternative-investment funds managed by Ark, KKR (KKR) , Carlyle (CG) and Franklin Templeton that provide exposure to private credit, real estate, and pre-IPO companies. The company also partnered with Templum to give members access to privately held companies via Cosmos Fund - with asset classes offering exposure to tech companies like Musk's xAI and Databricks, a data, analytics, and AI company - as well as Pomona Investment Fund and StepStone Private Markets Fund. With investment minimums starting at $10, SoFi says, it is "leveling the financial playing field" and offering a wide range of institutional-grade investment opportunities to more than 10.9 million members. Related: Veteran trader turns heads with SoFi price target update Shares of SoFi, which is scheduled to report quarterly results on July 29, are up about 31% this year and up a vertigo-inducing 216% from this time in 2024. On July 8 Barclays raised its price target on SoFi to $18 from $12 and affirmed an equal-weight rating on the shares as part of a Q2 earnings preview for the consumer finance sector. Card-delinquency trends improved through May, which should help reduce net charge-offs, the investment firm said, according to The Fly. But Barclays said most stocks in the group are trading above historical valuation averages, which sets a high bar for outperformance in Q2. TheStreet Pro contributor Ed Ponsi has picked up on the SoFi buzz and has just one question: Is the excitement justified? Ponsi, managing director of Barchetta Capital Management, profiled SoFi last month with a buy recommendation following a three-month high for the San Francisco company. "Frankly, I'm skeptical about the level of participation one can gain via this method," he said in a recent column. "I'm not trying to throw cold water on SoFi, but I do think retail investors should manage their expectations." He also said that with the market at or near all-time highs and with seemingly no end to the rally in sight, "managing expectations isn't exactly the strong suit of the average retail investor. "Perhaps I'm jaded, but I get the feeling that someone with $10 who is dreaming of a windfall in SpaceX or OpenAI is about to be disappointed," he said. "This promotion seems to be more hype than substance." Nevertheless, Ponsi said the promotion is likely to attract investors. "Novice retail investors will be drawn in, as they might not appreciate the difference between outright ownership and indirect participation," he said. Buying shares in a fund that in turn invests in private companies gives investors only indirect influence over those companies' operations, not the direct voice that comes with votes in publicly traded companies. "Such nuances are likely to be lost in the excitement of participating in something that is seemingly unattainable," Ponsi wr Related: Fund-management veteran skips emotion in investment strategy The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
Time of India
06-06-2025
- Business
- Time of India
Scroll. Swipe. Stake: How Gen Zs and Millennials Are Reinventing Investing
A recent World Economic Forum report reveals that younger investors find crypto more understandable than traditional investments. Millennials and Gen Z, digital natives, are actively building wealth through emerging technologies like blockchain and DeFi. India, a Web3 hub with over 1,200 startups, sees youth driving this innovation, seeking transparency and ownership. Tired of too many ads? Remove Ads Digital Natives with a Wealth-Building Mindset Tired of too many ads? Remove Ads Inclination towards Transparency and Ownership Fuelled by Infrastructure and Institutional Interest Rewriting Ownership and Identity Why Gen Z and Millennials Are Wired for Web3 Tired of too many ads? Remove Ads According to the World Economic Forum 's Global Retail Investor Outlook 2024, younger investors perceive crypto as more comprehensible than traditional investments such as ETFs, mutual funds, bonds, and stocks. While 29% avoid stocks due to a lack of understanding, only 24% say the same about data reflects a deeper generational shift, a larger generational shift, in which Millennials and Generation Zs are not only digital natives but are also reinventing the concept of investing. These groups are more technologically adept, willing to explore, and more accepting of new-age financial assets. Their focus isn't just saving, it's building wealth by tapping into emerging, disruptive up with the internet, smartphones, and the real-time social media wave has influenced Millennials' and Generation Z's digital fluency. This naturally leads them to explore emerging technologies such as blockchain, Web3 , and decentralized finance (DeFi).Their psychological behavior, which is characterized by curiosity, awareness, and a desire to look into and construct, offers them the patience to study and engage with crypto ecosystems. They aren't looking for instant gains instead, they are planning long-term wealth to Hashed Emergent's report titled India Web3 Landscape 2024, more than half of Indian Web3 developers have entered the profession in the previous two years, with 85% under the age of 27. This suggests not only early investment by Gen Zs and Millennials but also an active participation in building the generations, who frequently begin investing earlier than their predecessors, are increasingly drawn to models that provide transparency, control, and shared ownership. Web3 makes that commitment. With technologies like crypto wallets, DeFi protocols, and token-gated access, young investors see an opportunity to get around antiquated systems and take control of their financial to the same Hashed Emergent report, India is home to over 1,200 Web3 startups, making it the third-largest Web3 startup hub globally, many of which are founded or driven by surge in Web3 acceptance is also accompanied by broader infrastructure support, ranging from UPI prevalence and smartphone accessibility to digital-first financial literacy . The educational landscape is also catching up, with institutions and edtech platforms launching blockchain-focused programs to accommodate rising demand from students and is more than just a technology for Gen Zs and Millennials; it represents an ideological shift. They are rethinking what it means to own, create, and participate in the digital world through activities such as DAO governance and digital collectible do not only desire to consume. They want to create, co-own, and shape the digital worlds that they inhabit. Web3 provides them with the architecture and autonomy to do their predecessors, who may have preferred safer and more regulated investment options like gold, real estate, or fixed deposits, Gen Z and Millennials appear to have a psychological preference and tendency towards experimentation and digital-first appetite for challenges is influenced by exposure to startups, side hustles, the creator economy, and instant access to global financial these generations, investing isn't just a financial act, it has become a form of identity, participation, and belief in a future-forward perspective drives their early embrace of crypto, DAOs, and other tokenized assets, which provide direct ownership and a sense of co-creation in systems they believe to reports, this group is less constrained by traditional financial rules and motivated by peer influence, digital trends, and community validation, which is consistent with the way the Web3 ecosystem willingness to explore, build, and take on challenges, not just as early adopters but as the architects of the decentralized future, is what will define the next wave of digital innovation.(The article is attributed to Kushal Manupati, Regional Growth & Ops Lead of South Asia, Binance.)
Yahoo
21-04-2025
- Business
- Yahoo
Is Wyndham Hotels & Resorts, Inc. (WH) The Best WallStreetBets Stock To Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Wyndham Hotels & Resorts, Inc. (NYSE:WH) stands against other best WallStreetBets stocks to buy according to hedge funds. The World Economic Forum's Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors. The research, which spans 13 economies, reflects that 30% of Gen Z start investing in early adulthood, against 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, the research demonstrated that 86% of Gen Z have learned about personal investing as compared to 47% of Boomers, highlighting a generational transformation in financial habits. WEF's survey mentions that retail investors continue to view cryptocurrency as more understandable and easier as compared to traditional investments such as ETFs, MFs, stocks, and bonds. As per the research, 29% tend to avoid stocks because of a lack of understanding, while only 24% mention the same regarding crypto. Interestingly, among the investors aged under 44 holding cryptocurrencies, over half allocated at least a third of their portfolio to it. Furthermore, WEF's research mentioned that financial priorities have been pivoting towards short-term needs. In 2024, 51% of investors focused on emergency savings, reflecting an increase from 41% in 2022, while those who emphasized having sufficient to retire declined from 48% to 42%. As per Dean Frankle, Managing Director and Partner, BCG, individual participation in capital markets can result in long-term financial well-being. READ ALSO: and . Bloomberg reported that individual investors are becoming relentless when it comes to investing money in the volatile US markets. The firm, while quoting JPMorgan Chase & Co.'s Emma Wu, mentioned that considering the continuous dip-buying strategy throughout the crash, there are estimates that retail traders' portfolios remain far from breakeven. However, individual investors' strategy of 'buy-the-dip' amidst trade fears has been doing better as compared to the broader market. Interestingly, retail investors invested US$11 billion in equities since April 2, when Trump's administration revealed reciprocal levies, reported Bloomberg, while citing data through Wednesday's close (April 9, 2025). Bloomberg also highlighted that individual investors continue to dip their toes into stocks, while well-established institutional investors are rotating into international markets and less risky assets, including Treasuries. To list the 12 Best WallStreetBets Stocks To Buy According to Hedge Funds, we sifted through the WallStreetBets forum on Reddit and chose the trending ones. Next, we shortlisted the ones that are popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A doctor in a medical lab using the latest diagnostic equipment to test a patient's Hotels & Resorts, Inc. (NYSE:WH) operates as a hotel franchisor. Analyst David Katz of Jefferies reiterated a 'Buy' rating on the company's stock. The rating is backed by a combination of factors that include the company's promising growth outlook and strategic positioning. The recent financial results aid the analyst's rating, with the company surpassing revenue and adjusted EBITDA expectations for Q4 2024. The analyst highlighted that the global RevPAR witnessed a notable increase, hinting at the healthy performance in key metrics. Furthermore, Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s strong unit and pipeline growth, with a record high retention rate, demonstrates sustained long-term growth potential, says Katz. The expected ancillary revenue growth, together with strategic infrastructure spending, can further improve Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s financial performance, resulting in a positive outlook. In Q4 2024, the company's fee-related and other revenues went up by 7% to $341 million as compared to $320 million in Q4 2023, implying increased royalties and franchise fees. Its adjusted EBITDA increased 9% to $168 million as compared to $154 million in Q4 2023. Wyndham Hotels & Resorts, Inc. (NYSE:WH)'s focus on expanding into higher FeePAR markets, enhancing its extended-stay footprint, and unlocking new ancillary revenue streams further strengthens its diverse growth opportunities inherent in the asset-light, resilient business model. TimesSquare Capital Management, an equity investment management company, released its Q3 2024 investor letter. Here is what the fund said: 'New to the strategy was Wyndham Hotels & Resorts, Inc. (NYSE:WH), one of the world's largest hotel franchising companies with a variety of midscale or economy brands and partners. Operating in secondary or tertiary markets, Wyndham focuses on leisure travelers in spots with sparse competition. Its franchise model limits the need for capital spending or significant debt.' Overall, WH ranks 10th on our list of best WallStreetBets stocks to buy according to hedge funds. While we acknowledge the potential of WH as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than WH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
21-04-2025
- Business
- Yahoo
Is NVIDIA Corporation (NVDA) The Best WallStreetBets Stock To Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where NVIDIA Corporation (NASDAQ:NVDA) stands against other best WallStreetBets stocks to buy according to hedge funds. The World Economic Forum's Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors. The research, which spans 13 economies, reflects that 30% of Gen Z start investing in early adulthood, against 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, the research demonstrated that 86% of Gen Z have learned about personal investing as compared to 47% of Boomers, highlighting a generational transformation in financial habits. WEF's survey mentions that retail investors continue to view cryptocurrency as more understandable and easier as compared to traditional investments such as ETFs, MFs, stocks, and bonds. As per the research, 29% tend to avoid stocks because of a lack of understanding, while only 24% mention the same regarding crypto. Interestingly, among the investors aged under 44 holding cryptocurrencies, over half allocated at least a third of their portfolio to it. Furthermore, WEF's research mentioned that financial priorities have been pivoting towards short-term needs. In 2024, 51% of investors focused on emergency savings, reflecting an increase from 41% in 2022, while those who emphasized having sufficient to retire declined from 48% to 42%. As per Dean Frankle, Managing Director and Partner, BCG, individual participation in capital markets can result in long-term financial well-being. READ ALSO: and . Bloomberg reported that individual investors are becoming relentless when it comes to investing money in the volatile US markets. The firm, while quoting JPMorgan Chase & Co.'s Emma Wu, mentioned that considering the continuous dip-buying strategy throughout the crash, there are estimates that retail traders' portfolios remain far from breakeven. However, individual investors' strategy of 'buy-the-dip' amidst trade fears has been doing better as compared to the broader market. Interestingly, retail investors invested US$11 billion in equities since April 2, when Trump's administration revealed reciprocal levies, reported Bloomberg, while citing data through Wednesday's close (April 9, 2025). Bloomberg also highlighted that individual investors continue to dip their toes into stocks, while well-established institutional investors are rotating into international markets and less risky assets, including Treasuries. To list the 12 Best WallStreetBets Stocks To Buy According to Hedge Funds, we sifted through the WallStreetBets forum on Reddit and chose the trending ones. Next, we shortlisted the ones that are popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A close-up of a colorful high-end graphics card being plugged in to a gaming analysts upheld their 'Buy' rating on NVIDIA Corporation (NASDAQ:NVDA)'s stock and a price objective of $180.00. The firm's analysts opine that, while the current developments result in increased uncertainty and near-term pressure in the broader market, the long-term outlook for NVIDIA Corporation (NASDAQ:NVDA) remains positive. According to them, despite the challenges coming from the new export controls, its growth narrative remains credible and strong. As per the company's regulatory filing, the US government informed NVIDIA Corporation (NASDAQ:NVDA) that the government requires a license for export to China (including Hong Kong and Macau) and D:5 countries, or to companies headquartered or with an ultimate parent therein, of the company's H20 integrated circuits and any other circuits achieving the H20's memory bandwidth, interconnect bandwidth, or combination. NVIDIA Corporation (NASDAQ:NVDA) announced that its Q1 results are expected to include up to ~$5.5 billion of charges associated with H20 products for inventory, purchase commitments, and related reserves. Elsewhere, TD Cowen lauded the company's leadership in AI and its robust product pipeline, despite the challenges associated with the Chinese market. Parnassus Investments, an investment management company, released its Q4 2024 investor letter. Here is what the fund said: 'NVIDIA Corporation (NASDAQ:NVDA) continued to lead the market for graphics processing units and semiconductor chips needed to power AI applications. Because our position in the stock is an underweight relative to the nearly 12% of the benchmark it now represents, it was a relative detractor for the year.' Overall, NVDA ranks 2nd on our list of best WallStreetBets stocks to buy according to hedge funds. While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than NVDA but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
20-04-2025
- Business
- Yahoo
Is Alphabet Inc. (GOOGL) The Best WallStreetBets Stock To Buy According to Hedge Funds?
We recently published a list of . In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against other best WallStreetBets stocks to buy according to hedge funds. The World Economic Forum's Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors. The research, which spans 13 economies, reflects that 30% of Gen Z start investing in early adulthood, against 9% of Gen X and 6% of Baby Boomers. By the time they enter the workforce, the research demonstrated that 86% of Gen Z have learned about personal investing as compared to 47% of Boomers, highlighting a generational transformation in financial habits. WEF's survey mentions that retail investors continue to view cryptocurrency as more understandable and easier as compared to traditional investments such as ETFs, MFs, stocks, and bonds. As per the research, 29% tend to avoid stocks because of a lack of understanding, while only 24% mention the same regarding crypto. Interestingly, among the investors aged under 44 holding cryptocurrencies, over half allocated at least a third of their portfolio to it. Furthermore, WEF's research mentioned that financial priorities have been pivoting towards short-term needs. In 2024, 51% of investors focused on emergency savings, reflecting an increase from 41% in 2022, while those who emphasized having sufficient to retire declined from 48% to 42%. As per Dean Frankle, Managing Director and Partner, BCG, individual participation in capital markets can result in long-term financial well-being. READ ALSO: and . Bloomberg reported that individual investors are becoming relentless when it comes to investing money in the volatile US markets. The firm, while quoting JPMorgan Chase & Co.'s Emma Wu, mentioned that considering the continuous dip-buying strategy throughout the crash, there are estimates that retail traders' portfolios remain far from breakeven. However, individual investors' strategy of 'buy-the-dip' amidst trade fears has been doing better as compared to the broader market. Interestingly, retail investors invested US$11 billion in equities since April 2, when Trump's administration revealed reciprocal levies, reported Bloomberg, while citing data through Wednesday's close (April 9, 2025). Bloomberg also highlighted that individual investors continue to dip their toes into stocks, while well-established institutional investors are rotating into international markets and less risky assets, including Treasuries. To list the 12 Best WallStreetBets Stocks To Buy According to Hedge Funds, we sifted through the WallStreetBets forum on Reddit and chose the trending ones. Next, we shortlisted the ones that are popular among hedge funds. Finally, the stocks are ranked in ascending order of their hedge fund sentiments, as of Q4 2024. Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A user's hands typing a search query into a Google Search box, emphasizing the company's search Securities has maintained its 'Buy' rating on Alphabet Inc. (NASDAQ:GOOGL)'s stock. The analyst from the firm noted that while worries related to the evolution of AI in search functions and other challenges have impacted its stock, the current market valuation seems to have already accounted for the factors. Alphabet Inc. (NASDAQ:GOOGL)'s expected performance can be aided by strong user engagement on the company's Search and YouTube platforms, together with steady growth in the Cloud segment. The company's investments in AI infrastructure and research place it well to capitalize on the growing importance of AI throughout industries. AI Integration throughout Alphabet Inc. (NASDAQ:GOOGL)'s product suite (such as Google Workspace, Android, YouTube) can result in new features and services, fueling user engagement and developing new revenue streams. Also, with companies adopting AI and ML solutions, Google Cloud Platform is expected to witness accelerated growth. Alphabet Inc. (NASDAQ:GOOGL)'s investments in quantum computing and several other cutting-edge technologies can result in significant breakthroughs. Qualivian Investment Partners, an investment partnership focused on long-only public equities, published its Q3 2024 investor letter. Here is what the fund said: 'Alphabet Inc. (NASDAQ:GOOGL): Q2 2024 revenues and EPS beat expectations, with total revenues growing 14%, Search ad revenues growing 14%, YouTube ads growing 13%, and Google Cloud revenues growing 29%. Revenue growth in the quarter constituted a continued sequential improvement from earlier quarters in the year, suggesting a continued rebound in Alphabet's core business except for YouTube ad revenues, which missed expectations and showed deceleration in the growth rate as compared to Q1 when it grew 21%. Operating margins improved by 310 bps vs. the same quarter last year. Overall, GOOGL ranks 1st on our list of best WallStreetBets stocks to buy according to hedge funds. While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that some deeply undervalued AI stocks hold greater promise for delivering higher returns, and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for a deeply undervalued AI stock that is more promising than GOOGL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
