Boeing Faces $6 Billion Loss as Striking Workers’ Vote Looms
However, Tony Bancroft, portfolio manager at Gabelli Funds and a Boeing investor, notes that resolving the strike should be his top priority.
Opinion: Stocks and gold are both at record highs. Only one will be right on inflation.
‘Gold is telling us that either we are going to have a recession or inflation will be sticky. Or both.’ — Christopher Mancini, co-manager of the Gabelli Gold Fund
GE Aerospace stock sell-off is ‘overcharged’: Portfolio mgr.
GE Aerospace (GE) exceeded third quarter earnings expectations and raised its full-year profit outlook, driven by robust demand. Despite these positive results, the stock has retreated. Gabelli Funds Aerospace and Defense ETF (GCAD) portfolio manager Tony Bancroft joins Catalysts to discuss.
This ETF has trounced the S&P 500 with bets on AI in a surprising sector
Macrae Sykes of Gabelli Funds explains his strategy, which looks beyond the Nvidia-focused AI hardware buildout
ASML Shows Chasm in Chip Land: AI Winners Versus Everyone Else
“We should expect this kind of divergence to continue, since it is completely correct to assume it is all AI,” said Gabelli Funds research analyst Ryuta Makino, who sees the separate paths remaining until at least 2025.
US regional banks capitalize on rising deal fees to counter high deposit costs
There is generally a higher amount of concentration to some more challenged CRE (among smaller banks) and the fundamental improvement will be dependent on a better environment for managing these loans.
Morgan Stanley profits surge 32% as dealmaking roars back to life
“The company is executing very well across all the segments. Ted Pick has quickly built a leadership presence and confidence from investors,” said Macrae Sykes, a portfolio manager at Gabelli Funds.
Market movers: Stocks seeing action on Wednesday – and why
“The company is executing very well across all the segments… Ted Pick has quickly built a leadership presence and confidence from investors,” said Macrae Sykes, portfolio manager at Gabelli Funds.
Morgan Stanley profits rise by a third as Wall Street booms
Macrae Sykes, portfolio manager at Gabelli Funds, said the bank is “executing very well across all the segments”. He added: “Ted Pick has quickly built a leadership presence and confidence from investors.”
Amazon and Google have plans for fueling their data centers: Nuclear power
The tech partnerships to buy nuclear power could be a ‘marriage made in heaven
Nvidia Stock Rise May Boost Its Value Past Apple’s To $3.9 Trillion
Reasoning-based AI could be a large new product category for Nvidia. “when you consider how compute-intensive it is, this could be a huge new product category,” said John Belton, a portfolio manager at Gabelli Funds, Bloomberg noted.
Stellantis CEO Tavares in Paris spotlight over US crisis
They (Stellantis) just need to produce less … for a few months to get dealer stock back in line.