Podcasts about technology stocks

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

AI can crunch a portfolio, harvest losses, and explain an investment concept in seconds. But can it stop a nervous investor from selling at exactly the wrong moment—or understand the life behind the spreadsheet?Tom and Don test the robot-advisor promise, even asking ChatGPT to weigh in. The verdict is a useful division of labor: let technology handle repeatable mechanics, while human judgment, fiduciary responsibility, and behavior coaching remain hard to automate.Then the questions get wonderfully strange: whether a 0.70% advisory fee earns its keep, how a concentrated tech fund hides risk behind a huge return, whether a $100 million Bitcoin Roth story adds up, and how to invest an inherited account.00:00 Are AI advisors coming for financial planners?03:06 ChatGPT offers its own cautious verdict04:14 Where automation helps—and where humans matter09:36 What investors should ask their advisory firms12:10 Is a 0.70% advisor fee earning its keep?16:50 The concentrated tech fund with a dazzling record21:12 A purported $100 million Bitcoin Roth25:22 Building an inherited-account portfolioQuestions? Comments? Click!

U.S. stocks are drifting higher in early trading.

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Is the AI boom backed by real demand, or are investors watching another tech bubble take shape? In this episode from this past weekend’s radio show, Mike Douglas examines Micron Technology’s record earnings and what they may reveal about the broader AI landscape. He discusses the difference between hype and actual revenue, why AI infrastructure demand matters, and key risks investors should watch as the sector continues to grow. Mike also explains why balancing opportunity and risk remains important, especially for those approaching or living in retirement. Schedule your complimentary appointment today: MichigansRetirementCoach.com Follow us on social media: YouTube | Facebook | Instagram | LinkedInSee omnystudio.com/listener for privacy information.

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Ivana Delevska, founder and CIO of SPEAR Invest, shares her outlook on Technology Stocks.

Wall Street opened the week higher after the United States and Iran toned down military operations following several days of exchanges in and around the Strait of Hormuz. Technology stocks rebounded, helping lift the broader market. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Technology shares fell around the world as investors pulled back from some of the market's biggest AI-driven winners. The sell-off highlighted potential vulnerabilities in a sector that has fueled much of the market's recent growth. Subscribe to our newsletter to stay informed with the latest news from a leading Black-owned & controlled media company: https://aurn.com/newsletter Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SpaceX fell percent putting it on pace for its third straight daily decline, S and P 500 falls into the red, Check out recent Webinars with CFP Chad Burton of EP Wealth Advisors at Rob's website

SpaceX fell percent putting it on pace for its third straight daily decline, S and P 500 falls into the red, Check out recent Webinars with CFP Chad Burton of EP Wealth Advisors at Rob's websiteSee omnystudio.com/listener for privacy information.

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Nicholas Mersch, portfolio manager at Purpose Investments, shares his outlook on Technology Stocks.

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Brian Madden, chief investment officer at First Avenue Investment Counsel, shares his outlook on North American Equities.

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

We review top Data Center Memory-Chip Stocks, their amazing YTD performance, and a brand-new Exchange Traded Fund (ETF) in that space, DRAM.  We also introduce you to Optoelectronics and some top investment picks there from Barron's Magazine.  We finish up with up-and-coming Nextgen Dividend Aristocrat Plays for Investment Income.

Darren Sissons, partner and portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that's creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector Analysis & Rotation 29:40 - Value to Growth Rotation 32:05 - Where are Earnings Coming From? 35:08 - Waiting for the Bottom to Buy 37:36 - Fundamentals Then & Now 40:01 - Margin Debt vs DPI (Disposable Personal Income) 41:30 - What Happens When You Lose it All 44:05 Boomer Advice for Younger Investors 48:41 - Learn when Enough is Enough Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dkvgydsdn-g?feature=share ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "The Wealth-Health Gap," here: https://youtube.com/live/TynkcovRQIQ?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Holds, Volatility Returns," is here: https://youtu.be/y7ilBZWTrcA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketVolatility #TechnicalAnalysis #RiskManagement #TechnologyStocks #Nasdaq #MarketVolatility #SectorRotation #RiskManagement

Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that's creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector Analysis & Rotation 29:40 - Value to Growth Rotation 32:05 - Where are Earnings Coming From? 35:08 - Waiting for the Bottom to Buy 37:36 - Fundamentals Then & Now 40:01 - Margin Debt vs DPI (Disposable Personal Income) 41:30 - What Happens When You Lose it All 44:05 Boomer Advice for Younger Investors 48:41 - Learn when Enough is Enough Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dkvgydsdn-g?feature=share ------- Articles Mentioned in Today's Show: "Speculative Narrative Unwinds" https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "The Wealth-Health Gap," here: https://youtube.com/live/TynkcovRQIQ?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Holds, Volatility Returns," is here: https://youtu.be/y7ilBZWTrcA ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #MarketVolatility #TechnicalAnalysis #RiskManagement #TechnologyStocks #Nasdaq #MarketVolatility #SectorRotation #RiskManagement

US equity markets rebounded sharply as technology stocks rallied following a wave of selling in recent sessions - Dow jumped +1,207-points or +2.47% to a record closing high of 50,115.67, the first time the 30-stock index has climbed above the 50,000 mark. Nvidia Corp +7.87%, with Chief Executive Officer (CEO) Jensen Huang saying in a televised interview with CNBC that demand has been "going through the roof" as cloud heavyweights lead what he believes could become the “largest infrastructure buildout in human history.” Caterpillar Inc +7.07%. However, Amazon.com Inc fell -5.55%  after the company forecast a more than 50% jump in capital expenditures this year as part of its fourth quarter result released after the close of the previous session, intensifying the AI-driven spending spree already underway among its "Magnificent Seven" mega-capitalisation peers.

Kim Bolton, president and portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Tech stocks took a bite out of Wall Street.

US equity markets retreated on Friday (30 January) as technology stocks remained under pressure, while precious metals markets saw some vicious volatility - Dow fell -179-points or -0.36% as a host of components in the 30-stock index posted quarterly results.

Ivana Delevska, founder & CIO of SPEAR Invest, shares her outlook on Technology Stocks.

Nick Mersch, portfolio manager at Purpose Investments, shares his outlook on Technology Stocks.

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Kim Bolton, president & portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Tech stocks sent the markets lower.

Kim Bolton, president & portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Kim Bolton, president & portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Darren Sissons, partner & portfolio manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

The government shutdown is not slowing down Wall Street.

Kim Bolton, president & portfolio manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

In this episode of Excess Returns, we welcome back Cole Smead of Smead Capital for a wide-ranging conversation on markets, history, and the principles of value investing. Cole shares his perspectives on fiscal largesse, inflation, passive flows, energy markets, U.S. exceptionalism, and the timeless lessons of Buffett and Munger. His insights bridge economic history with today's market realities, giving investors a framework to think about risk, capital allocation, and opportunity costs.Deficits, monetary policy, and why recessions are hard to find todayInflation dynamics and lessons from the 1960s and 1970sThe U.S. government's role in markets (Intel stake, big government policies)American exceptionalism vs. global capital allocation improvementsEarnings quality and the divergence between accounting and economic profitsPassive investing flows, weak competition, and investor behaviorEnergy investing: from fracking bust to efficiency and capital disciplineComparing the AI boom with past manias and capital cyclesSmead Capital's investment process and evaluating “wonderful companies”Buffett, Munger, and the lessons of asset-light vs. capital-intensive businessesClosing insights: why returns on capital matter more than EPS or revenue00:00 – Opening quote and fiscal deficits02:00 – Debt, inflation, and recession risks08:50 – Government stake in Intel & big government era12:15 – U.S. exceptionalism and arrogance17:30 – Earnings quality erosion in U.S. businesses24:00 – Passive flows and human behavior27:30 – Opportunities in energy investing34:00 – Energy buildout vs. AI boom38:00 – Smead Capital's investment process44:00 – Lessons from Buffett and Munger51:00 – Standard closing question

Darren Sissons, Partner and Portfolio Manager at Campbell, Lee & Ross Investment Management, shares his outlook on Global & Technology Stocks.

Nick Mersch, Portfolio Manager at Purpose Investments, shares his outlook on Technology Stocks.

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. UK inflation surged to an 18-month high and government bonds rallied, lifting large-cap UK stocks, whilst Asian markets showed mixed results, with technology-heavy Korea and Taiwan rising and Japan's Nikkei 225 falling. Shares in Shanghai have reached their highest in a decade. Carsten Menke, Head of Next Generation Research, discusses the Circular Economy investment theme, focusing on the plastic problem.(00:00) - Introduction: Helen Freer, Product & Investment Content (00:28) - Markets wrap-up: Mike Rauber, Product & Investment Content (06:34) - Circular Economy: Carsten Menke, Head of Next Generation Research (10:26) - Closing remarks: Helen Freer, Product & Investment Content Would you like to support this show? Please leave us a review and star rating on Apple Podcasts, Spotify or wherever you get your podcasts.

Kim Bolton, President and Portfolio Manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Lyle Stein, President of Forvest Global Wealth Management, shares his outlook on North American Large Caps.

Kim Bolton, President and Portfolio Manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

Kim Bolton, President and Portfolio Manager at Black Swan Dexteritas, shares his outlook on Technology Stocks.

In this week's episode, David and Ian discuss the strong demand that took the S&P 500 through 5800 like a Hot Knife through Butter. They highlight the need for sustained trade above the 200-day moving average on the S&P 500. In addition, they cover important developments in Healthcare Stocks, Technology Stocks, Rotation into Large-Cap Growth, International Stocks, Homebuilders, Bitcoin, Gold, and Semiconductors.

Great Stock Picks in 18 New Articles! Features analyst stock picks in sustainable technology, healthcare, fashion, jewelry, manufacturing, and more. By Ron Robins, MBA Transcript & Links, Episode 153, May 16, 2025 Hello, Ron Robins here. Welcome to my podcast episode 153, published May 16, 2025, titled “Great Stock Picks in 18 New Articles!” So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit the podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 19 articles for you in this podcast! ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (1) The first article I'm reviewing appeared on insidermonkey.com. It's titled 11 Cheap ESG Stocks to Buy According to Hedge Funds by Rameen Kasana. Ms. Kasana employs fascinating methodology to arrive at her stock selection. Here are some quotes on her process and, importantly, her stock picks. “We have compiled a list of 11 companies ranked by Sustainalytics (by Morningstar) in its recent ESG Top-Rated Companies report. From the report, we identified companies with a forward P/E less than 15, extracted from FINVIZ. From there, we picked companies with the highest number of hedge fund investors, as per Insider Monkey's database of Q4 2024. 11. Flex Ltd. (NASDAQ:FLEX) Number of Hedge funds holding: 52 Flex Ltd. operates as a contract manufacturing company that offers design, manufacturing, and product management solutions to electronic and technology companies. While the Flex Agility Solutions (FAS) segment is centered on communications, consumer devices, and lifestyle, the Flex Reliability Solutions (FRS) segment encompasses markets like Automotive, Health Solutions, and Industrial. 10. Seagate Technology Holdings plc (NASDAQ:STX) Hedge funds holding: 52 Seagate Technology Holdings plc is a leading provider of hard disk drives for data storage for both enterprise and consumer markets. With a presence in Singapore, the United States, the Netherlands, and internationally, the core offerings of the company include mass capacity storage products, legacy applications, and the Lyve edge-to-cloud mass capacity platform. 9. Crown Holdings, Inc. (NYSE:CCK) Hedge funds holding: 53 Crown Holdings is a global packaging powerhouse operating through the Americas Beverage, European Beverage, Asia Pacific, and Transit Packaging segments. Founded in 1892, the company manufactures and markets recyclable aluminum beverage and non-beverage cans, steel crowns, glass bottles, ends, and closures. From food to household and industrial industries, the company serves a wide clientele. 8. Tapestry, Inc. (NYSE:TPR) Hedge funds holding: 57 Tapestry, Inc. is a global house of leading fashion brands, particularly Coach, Kate Spade New York, and Stuart Weitzman. Headquartered in New York, the company offers its products directly and indirectly via wholesale and licensing businesses. The enterprise claims to use its strengths to empower communities and make the fashion industry more sustainable, equitable, inclusive, and diverse. 7. Hewlett Packard Enterprise Company (NYSE:HPE) Hedge funds holding: 66 Hewlett Packard Enterprise Company is a U.S.-based leading information technology company that provides smart solutions and cloud-based services. The core offerings of the company include servers, storage devices, networking products, software, IT support, and customized financial solutions. From retailers and distribution partners to direct sales management, independent software vendors, and equipment manufacturers, the tech giant markets through a range of experts. 6. Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN) Hedge funds holding: 68 Regeneron Pharmaceuticals is a leading biotechnology company serving people living with eye disease, cardiovascular disease, cancer, and inflammation. Headquartered in New York, the company develops and markets life-changing medicines for people with severe illnesses. Driven by its ‘Doing Well by Doing Good' philosophy, Regeneron Pharmaceuticals facilitates a culture that promotes integrity and builds sustainable communities. 5. The Cigna Group (NYSE:CI) Hedge funds holding: 72 The Cigna Group is a global health company providing insurance and related products. With two main segments: Evernorth Health Services and Cigna Healthcare, it has a vast offering including coordinated and point solution health services, and pharma-related care. Based in Connecticut. 4. Elevance Health, Inc. (NYSE:ELV) Hedge funds holding: 73 Elevance Health is a U.S.-based health insurer that operates through four segments, including Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. Incepted in 2001, the company also provides pharmaceutical services, managed care services, health products, and behavioral health management, among others. 3. QUALCOMM Incorporated (NASDAQ:QCOM) Hedge funds holding: 79 QUALCOMM Incorporated headquartered in California, is a digital telecommunications provider, operating through three segments, namely Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). With a market capitalization of $162.449 billion, the company is recognized as the 158th most trusted company in America by Forbes. The core values of the company include empowering people, transforming communities, and protecting the planet. 2. Cisco Systems, Inc. (NASDAQ:CSCO) Hedge funds holding: 84 Cisco Systems is a U.S.-based firm that offers information technology and networking services. Incepted in 1984, the company also offers network security and access management services. Cisco delivers its products and services directly and indirectly through system integrators, service providers, and other distributors. 1. Western Digital Corporation (NYSE:WDC) Hedge funds holding: 85 Western Digital Corporation is a California-based global leader in the hard disk drive market. While providing data storage solutions, the giant is fully dedicated to preserving and protecting the planet. The company's initiatives revolve around reducing, recycling, reusing, and saving for the generations to come.” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (2) The second article comes to us from the renowned Morningstar site. It's titled 2 Undervalued Automation Companies for Sustainable Investors. It's by Liz Angeles. Now, some quotes from her article. “The Morningstar Rating compares a stock's current price with Morningstar's estimate of its fair value, which is based on the present value of the company's future cash flow. A 4-star stock is undervalued, and a 5-star stock is significantly undervalued. 1) Sika Group (SKFOF) Established in 1910, Switzerland-based Sika produces specialty chemicals primarily used by the construction sector (85% of sales). Its products are mainly used for bonding, sealing, reinforcing, and protecting in the construction and automotive industries. Approximately 70% of its products have a positive impact on sustainability for customers. Sika has a global manufacturing footprint of more than 400 factories spread across over 100 countries. Price/Quantitative Fair Value: 0.89 Quantitative Morningstar Rating: ★★★★★ ESG Risk Rating Assessment: Medium Sector: Basic Materials 2) Zebra Technologies (ZBRA) Zebra Technologies is a leading provider of automatic identification and data capture technology to enterprises. Its solutions include barcode printers and scanners, mobile computers, and workflow optimization software. The firm primarily serves the retail, transportation logistics, manufacturing, and healthcare markets, designing custom solutions to improve efficiency for its customers. Analyst: William Kerwin, CFA Price/Fair Value: 0.75 Morningstar Rating: ★★★★ ESG Risk Rating Assessment: Negligible Sector: Technology” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (3) This third article has a perspective that many investors concur with and posits it regarding Netflix. The title of the article is Possible Stock Split? This Stock Has Surged 284% Since 2023 -- Here's Why You Shouldn't Wait to Buy It. It's by Adam Levy of The Motley Fool and found on finance.yahoo.com. Here are a few brief quotes from Mr. Levy's article. “But enacting a stock split can be a very strong signal from management to investors. Management will usually initiate a stock split after a run-up in the price of the stock. When it announces a split, it's suggesting the current run-up in price is justified and that it expects the price to continue climbing. On the other hand, the confidence boost provided by a stock split will only go as far as the company's next earnings report or news item. If the fundamentals of the business are no good, or the stock has gotten ahead of itself, it doesn't make sense to buy it just because of a stock-split announcement. One stock I've had my eye on looks poised for a stock split this year. It's up 284% since the start of 2023, and investors have an opportunity to get in now, whether management announces a split in the near future or not. [That stock is] Netflix (Nasdaq: NFLX).” End quotes. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (4) The fourth article I'm posting appeared recently on one of the finest sites I know. That is corporateknights.com. The article's title is Pandora's big bet on sustainability pays off. It's by Naomi Buck. Here are a few quotes from that article. “Pandora (PNDORA.CO) According to those who study consumer habits, millennials and Gen Zs are looking for two things when they go shopping: sustainability and individuality. One jewellery company is capturing hearts and wallets by offering both. Pandora, launched as a family-run jewellery shop in Copenhagen in 1982, has grown to become the world's largest jewellery maker, by pieces sold. And unlike much of its industry in recent years, Pandora's star is rising. As competitors like Tiffany and Signet see diminishing returns, Pandora ended 2024 with 31.7 billion krone (US$4.5 billion) in annual revenue, representing 13% organic growth… In 2019, following several years of declining sales, Pandora embarked on a new strategy: to expand its product line beyond the luxury charm bracelets for which it had become famous and go all in on sustainability. It established three new priorities: to decarbonize, push circularity and promote a more diverse corporate culture. While sustainability may be front of mind for younger buyers, [Pandora CEO Alexander] Lacik admits that the average jewellery shopper is looking primarily at design and price. But even if customers weren't clamouring for it, Pandora's sustainability push has proven a sound business decision; according to its 2024 annual report, the company has grown by 45% since 2019. No doubt, others in the industry are watching with interest.” End quotes. Also, see this New York Times article on Pandora How the World's Largest Jeweler Is Surviving the Trade War. It's by Eshe Nelson. ------------------------------------------------------------- Great Stock Picks in 18 New Articles! (5) This fifth article was also posted on corporateknights.com with the same author as the previous article, Naomi Buck. Its title is Italy's ERG proves you can trade oil for renewables and win. Again, here are a few quotes from the article. “ERG (ERG.MI) In 2008, the Italian oil company ERG faced a crossroads. Having sold its 49% stake in a Sicilian refinery to Russian oil giant Lukoil just before the markets crashed, it had cash to burn. And it had a fundamental choice to make… By 2013, ERG had become Italy's leading producer of wind energy. It now has installed capacity in the United Kingdom, Germany, France, Poland, Romania, Bulgaria and Sweden, making it one of the continent's top 10 wind companies. It also owns major solar installations in Italy, Spain, France and the United States.  ERG's wholesale transition from black to green took little over a decade, and with it the company redefined itself: no longer responding to Italy's demand for oil, it sees itself – in its own words – ‘inspiring change to power the future.'” End quotes. ------------------------------------------------------------- More articles of interest for ethical and sustainable investors from around the world 1. Title: Top 3 Mutual Funds to Invest in India (2025) on shariahsecurities.com. By Shariah Securities. 2. Title: Top Halal Mutual Funds For 2025 on tradersunion.com. By Alamin Morshed. 3. Title: Investing in Green Bonds: Your Complete Guide on fool.com. By Benjamin Locke. 4. Title: Making sense of a rough quarter for ESG funds on ft.com. By Simon Mundy. 5. Title: 11 Most Carbon-Friendly AI Companies Leading the Sustainable Technology Revolution on theimpactinvestor.com. By Kyle Kroeger. 6. Title: Simon Property Group a Top Socially Responsible Dividend Stock With 5.3% Yield (SPG) on nasdaq.com. By BNK Invest. 7. Title: How some companies are rapidly adapting to the energy transition on corporateknights.com. By Naomi Buck. 8. Title: 3 Large-Cap Stocks with Solid Fundamentals on finance.yahoo.com. By Kayode Omotosho. 9. Title: Understanding ESG scores and their impact on investment choices on equities.com. By Shane Neagle. 10. Title: ADP Named A Top Socially Responsible Dividend Stock on theonlineinvestor.com. By Online Investor Staff. 11. Title: The Best AI ETFs to Buy in 2025 on moneymagpie.com. By Ruby Layram. 12. Title: 13 Best AI Stocks to Buy Under $10 on insidermonkey.com. By Abdul Rahman. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “Great Stock Picks in 18 New Articles!” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on May 30th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

AI Stocks to Buy Now - includes analysts' top 15 small and 3 large-cap stocks that may interest ethical investors. By Ron Robins, MBA Transcript & Links, Episode 151, April 4, 2025 Hello, Ron Robins here. Welcome to my podcast episode 151, published April 4, 2025, titled “AI Stocks to Buy Now.” It's presented by Investing for the Soul. Investingforthesoul.com is your site for vital global ethical and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, quotes about individual companies are brief. Please visit the podcast's webpage for links to the articles and additional company and stock information. ------------------------------------------------------------- AI Stocks to Buy Now (1) Now many ethical and sustainable investors are buying AI stocks. So, I've decided to include two recent articles by great analysts who write about these stocks. This first article is titled 15 Best Small Cap AI Stocks to Buy Right Now. It's by Maxim G and seen on insidermonkey.com. Here is some of what he has to say about how he came to select them as well as a brief quote on each of his picks. “For this article, we used Finviz to screen for technology stocks under a $5 billion market cap… We then manually selected companies that have significant revenue exposure or potential growth opportunities related to AI products & solutions. Finally, we compared the list with our proprietary Q4 2024 database of hedge funds' ownership and included in the article the top 15 stocks with the largest number of hedge funds that own the stock… Our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. (See more details here). 15. DXC Technology Company (NYSE:DXC) Hedge Fund Holders: 24 ​DXC Technology Company is a global provider of IT services and solutions, specializing in digital transformation, IT modernization, cloud computing, cybersecurity, analytics, and business process outsourcing. The company serves clients across multiple industries, including financial services, healthcare, insurance, manufacturing, public sector, and transportation. Its core offerings include consulting, systems integration, software development, application management, infrastructure services, and data-driven analytics. 14. C3.ai, Inc. (NYSE:AI) Hedge Fund Holders: 25 ​C3.ai, Inc. is an enterprise software company specializing in AI solutions designed to support digital transformation and operational optimization across various industries. Its flagship product, the C3 AI Platform, provides a comprehensive, scalable environment for developing, deploying, and managing enterprise-grade AI applications. The company primarily serves sectors such as energy, manufacturing, finance, defense, healthcare, and telecommunications. Its solutions leverage machine learning, advanced analytics, predictive maintenance, and AI-driven insights to enhance efficiency, reduce costs, and improve decision-making. 13. Insight Enterprises, Inc. (NASDAQ:NSIT) Hedge Fund Holders: 26 ​Insight Enterprises, Inc. is a global technology solutions provider focused on helping businesses manage and transform their IT environments. The company offers a broad range of services including IT procurement, cloud and data center transformation, digital innovation, cybersecurity, and managed services. Insight serves clients in sectors such as healthcare, education, government, and commercial enterprises, primarily across North America, EMEA, and APAC regions. 12. Clear Secure, Inc. (NYSE:YOU) Hedge Fund Holders: 27 ​Clear Secure, Inc. is a technology company that provides identity verification and access control solutions through its secure biometric platform. Its core offering, CLEAR Plus, enables expedited entry at airports by using fingerprint and iris recognition to verify identities. The company also offers digital identity tools for venues, stadiums, and other businesses, expanding its platform into areas such as health pass verification and age validation. Clear Secure, Inc. operates across the travel, sports, entertainment, and healthcare industries, with partnerships spanning major US airports and event venues. 11. Allegro MicroSystems, Inc. (NASDAQ:ALGM) Hedge Fund Holders: 27 ​Allegro MicroSystems, Inc. is a global semiconductor company that designs and manufactures sensor and power ICs used in motion control and energy-efficient systems. Its products are critical for applications in automotive, industrial, and consumer electronics, supporting functions such as electric powertrain, ADAS, factory automation, and robotics. The company's portfolio includes magnetic sensors, current sensors, and motor driver ICs. Allegro MicroSystems, Inc.'s technology enables high-precision sensing and power efficiency in complex electronic systems. 10. IonQ, Inc. (NYSE:IONQ) Hedge Fund Holders: 28 ​IonQ, Inc. is a quantum computing company that develops and operates quantum computers based on trapped-ion technology. Its systems are accessible through major cloud platforms and are designed to solve complex problems beyond the capabilities of classical computers. The company offers both hardware and software solutions, including a proprietary operating system and quantum programming tools… The US-based company ranked 6th on our recent list of 11 Best Quantum Computing Stocks to Buy Right Now. 9. Workiva Inc. (NYSE:WK) Hedge Fund Holders: 28 Workiva Inc. is a cloud-based software company that provides a platform for connected reporting, compliance, and data management. Its solutions help businesses streamline complex processes involving financial reporting, regulatory filings, audit management, and ESG disclosures. Workiva Inc. serves a wide range of industries, including finance, energy, government, and healthcare, with a focus on large enterprises and public companies. 8. IPG Photonics Corporation (NASDAQ:IPGP) Hedge Fund Holders: 31 ​IPG Photonics Corporation is a leading developer and manufacturer of high-performance fiber lasers and amplifiers used in a wide range of industrial, medical, and advanced technology applications. Its products are integral to processes such as cutting, welding, marking, and 3D printing, serving industries including automotive, aerospace, electronics, and materials processing. The company also provides lasers for medical procedures, defense systems, and telecommunications. IPG Photonics Corporation's vertically integrated business model supports innovation and cost efficiency across its product lines. 7. nCino, Inc. (NASDAQ:NCNO) Hedge Fund Holders: 33 ​nCino, Inc. is a financial technology company that provides a cloud-based operating system for banks and credit unions, aimed at improving efficiency, compliance, and customer experience. Built on the Salesforce platform, nCino, Inc.'s solutions cover loan origination, account opening, deposit operations, credit analysis, and portfolio management. The company supports digital transformation in financial services by automating workflows, integrating data, and enhancing transparency. 6. Asana, Inc. (NYSE:ASAN) Hedge Fund Holders: 33 ​Asana, Inc. is a work management software company that offers a cloud-based platform designed to help teams plan, organize, and track projects and tasks. Its solution supports collaboration, workflow automation, goal tracking, and reporting across departments such as marketing, operations, product development, and IT. The platform integrates with numerous third-party tools and emphasizes scalability and real-time visibility. The company ranked eighth on our recent list of Top 9 AI Stocks to Watch Amid DeepSeek Frenzy. 5. BlackLine, Inc. (NASDAQ:BL) Hedge Fund Holders: 34 ​BlackLine, Inc. is a software company that provides cloud-based solutions for automating and streamlining finance and accounting operations. Its platform focuses on key processes such as financial close, account reconciliation, intercompany accounting, and compliance management. BlackLine, Inc. primarily serves mid-size to large enterprises across various industries, including manufacturing, retail, healthcare, and financial services. The platform integrates with major ERP systems, enabling real-time data access and improved accuracy in financial reporting. 4. Impinj, Inc. (NASDAQ:PI) Hedge Fund Holders: 37 ​Impinj, Inc. is a technology company specializing in RAIN RFID (Radio-Frequency Identification) solutions that connect physical items to digital systems. Its platform includes RFID tags, readers, and software designed to track and manage inventory, assets, and shipments in real-time. The company's solutions integrate with enterprise systems to support applications like item-level inventory management and asset tracking. 3. AvePoint, Inc. (NASDAQ:AVPT) Hedge Fund Holders: 40 ​AvePoint, Inc. is a software company that provides data management and governance solutions for Microsoft 365, SharePoint, Teams, and other collaboration platforms. Its cloud-based offerings support data protection, compliance, access control, migration, and records management for organizations across sectors including government, education, healthcare, and financial services. 2. ZoomInfo Technologies Inc. (NASDAQ:ZI) Hedge Fund Holders: 51 ​ZoomInfo Technologies Inc. is a software company that provides a cloud-based go-to-market intelligence platform for sales, marketing, and recruiting professionals. Its platform offers data-driven tools for lead generation, account targeting, contact enrichment, and buyer intent analysis, helping businesses improve customer acquisition and engagement. ZoomInfo Technologies Inc. aggregates and curates vast amounts of business data and integrates with CRM and marketing automation systems. The US-based company ranked fifth on our recent list of 12 Best Nasdaq Stocks Under $20 to Buy Now. 1. BILL Holdings, Inc. (NYSE:BILL) Hedge Fund Holders: 64 ​BILL Holdings, Inc. is a financial technology company that provides cloud-based software for automating back-office financial operations for small and mid-sized businesses. Its platform streamlines processes such as accounts payable, accounts receivable, expense management, and payments. The company enables integration with major accounting software platforms, facilitating real-time visibility and improved cash flow management.” End quotes. ------------------------------------------------------------- AI Stocks to Buy Now (2) The second article is titled 3 Essential AI Infrastructure Stocks to Buy Right Now. It's by George Budwell and featured on finance.yahoo.com. Here are a few quotes on what he says about each of his recommendations. “1. Nvidia (NASDAQ: NVDA) has established a dominant position as the leader in AI hardware and software, with CEO Jensen Huang recently declaring that the ‘vast majority' of AI inference runs on their platforms. Despite being down 12.3% year to date, Nvidia shares now trade at 26.2 times forward earnings, a historically low multiple that creates an attractive entry point for this wide-moat business. The company roadmap includes Blackwell Ultra arriving later this year, followed by Vera Rubin in 2026 and Rubin Ultra in 2027, providing a clear growth trajectory… While several tech giants are investing in custom chips and Advanced Micro Devices (AMD) is developing competing GPUs, Nvidia's unified hardware and software ecosystem and expansion into new AI domains position it to maintain market leadership for years to come. This combination of technical leadership, ecosystem lock-in, and strategic expansion into emerging areas makes Nvidia an essential infrastructure provider for the entire AI revolution. 2. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) has evolved into a technology powerhouse, with business lines spanning from advertising to cloud computing and AI. Despite being down 12.7% year to date, the search titan's stock trades at just 18.6 times forward earnings, offering compelling value in the ultra-high-growth tech sector. While Google Search remains the primary revenue driver, Alphabet is investing heavily in AI to improve its search capabilities and bolster its competitive positions in cloud computing, agentic AI, and robotics… Though regulatory scrutiny remains a concern regarding its search dominance, the company's diverse capabilities across digital advertising, cloud infrastructure, and AI development position it as a cornerstone technology investment with multiple growth vectors beyond its core search business. So, if you're building an AI-themed portfolio, Alphabet scans as an essential stock to own. 3. Microsoft (NASDAQ: MSFT) is a leader in cloud infrastructure and AI, driven by its Azure platform and strategic partnership with OpenAI. Following a 7.2% year-to-date decline, the tech giant's shares trade at 26.1 times forward earnings, presenting an attractive entry point into this high-growth sector. Microsoft stock, after all, was trading at over 35 times forward earnings around this time last year… With cloud adoption accelerating and AI integration expanding across its product suite, Microsoft is exceptionally well positioned for sustained growth. As a result, this tech stock represents a core play in both cloud infrastructure and large-scale AI deployment, making it a cornerstone holding for AI investors.” End quotes. -------------------------------------------------------------- One additional article link Title: 10 Pro-Life Companies to Invest In Now on insidermonkey.com. By Soma Dutta.  ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “AI Stocks to Buy Now.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these troubled times! Contact me if you have any questions. Thank you for listening. I'll talk to you next on April 18th. Bye for now.   © 2025 Ron Robins, Investing for the Soul

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