Workflow
Retirement plan sponsors slow-walk private asset adoption, new report finds
Yahoo Finance· 2026-01-18 17:00
While retirement savers may be eager to invest in private assets in their employer-provided retirement plans, plan sponsors are wading in more cautiously. According to a new report from consulting firm Cerulli Associates, a small number of plans are rolling out offerings this year. But it will be roughly a decade before even 20% of defined-contribution plans have a target- date product or managed account that allocates to private market assets. More than 8 in 10 plan sponsors reported that cost was a signif ...
Bronstein, Gewirtz & Grossman LLC Urges Smart Digital Group Ltd. Investors to Act: Class Action Filed Alleging Investor Harm
Prnewswire· 2026-01-18 17:00
No Cost to SDM Investors We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful. Why Bronstein, Gewirtz & Grossman, LLC for SDM Securities Class Action? NEW YORK, Jan. 18, 2026 /PRNewswire/ -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a ...
Big Tech stocks are quickly falling out of favor. Here's the market's new momentum trade.
MarketWatch· 2026-01-18 17:00
The U.S. stock market has pushed higher this year despite angst over the Federal Reserve's independence and heightened tensions around U.S. foreign policy. Investors are moving away from Big Tech, in an epic rotation that has left a popular exchange-traded fund that focuses on such stocks on track for its longest monthly losing streak since 2023. While Big Tech stocks have weighed on the S&P 500 index SPX this year, investors are rotating their money into other pockets of the market. That's strengthening th ...
The Crypto ETF Showdown: BITQ's Diversification vs. IBIT's Bitcoin Bet
Yahoo Finance· 2026-01-18 16:49
Core Insights - The iShares Bitcoin Trust ETF (IBIT) provides direct exposure to Bitcoin with a lower expense ratio and larger assets under management compared to the Bitwise Crypto Industry Innovators ETF (BITQ), which focuses on crypto-related equities and has a more diversified portfolio [2][3] Cost & Size Comparison - IBIT has an expense ratio of 0.25% and assets under management (AUM) of $70.1 billion, while BITQ has an expense ratio of 0.85% and AUM of $400.6 million [4] - The one-year return for IBIT is -5.0%, whereas BITQ has a one-year return of 26.3% [4][5] Performance & Risk Comparison - Over a two-year period, IBIT has a maximum drawdown of -32.73%, while BITQ has a maximum drawdown of -51.22% [6] - The growth of a $1,000 investment over two years is $1,921 for IBIT and $2,023 for BITQ [6] Portfolio Composition - BITQ invests in 33 companies across various sectors, with major holdings including Iren (14.68%), Coinbase Global (8.39%), and Microstrategy (6.80%) [7] - IBIT exclusively holds Bitcoin and cash, resulting in direct price tracking of Bitcoin without equity diversification [8] Liquidity and Trading Considerations - IBIT's larger size and liquidity make it more suitable for larger trades or institutional investors compared to BITQ, which has higher expense ratios and deeper drawdowns [9]
How Entrepreneur Richard Branson Built A Real Estate Empire In The British Virgin Islands
Yahoo Finance· 2026-01-18 16:46
Core Insights - Entrepreneur Richard Branson has transformed the British Virgin Islands into a high-yield, eco-conscious real estate market, with a net worth of $2.8 billion, moving from music and aviation to ultra-luxury properties [1] Group 1: Real Estate Development - Branson's real estate journey began in the 1970s with the purchase of Necker Island for $180,000, which is now a key asset in his portfolio [2] - Necker Island has evolved into a revenue-generating asset under the Virgin Limited Edition hospitality brand, with private buyouts starting at approximately $100,000 per night, often exceeding $1 million per week [3] - Branson purchased Moskito Island for $13.2 million in 2007, which is a more complex real estate development compared to Necker Island [4] Group 2: Sustainability and Modernization - Despite setbacks from a 2011 fire and Hurricane Irma in 2017, Branson modernized Necker Island, making it a sustainable ecosystem powered by wind and solar energy, enhancing its long-term valuation in an ESG-focused market [4] - The infrastructure on Moskito Island supports ultra-wealthy owners in building bespoke estates while sharing communal costs, including Branson's personal multivilla compound [5] Group 3: Brand Strategy and Future Directions - Branson's real estate strategy is closely tied to the Virgin brand, using properties as hospitality flagships, including Son Bunyola in Mallorca, Spain [6] - Following the sale of Virgin Money to Nationwide in 2024, Branson has continued to focus on travel and hospitality, as seen in the growth of Virgin Voyages [6]
ROSEN, SKILLED INVESTOR COUNSEL, Encourages Alvotech Investors to Inquire About Securities Class Action Investigation - ALVO
TMX Newsfile· 2026-01-18 16:46
Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of Alvotech due to allegations of materially misleading business information issued by the company [1] Group 1: Company Overview - Alvotech is facing scrutiny after the U.S. FDA issued a complete response letter for its Biologics License Application for AVT05, indicating deficiencies that must be resolved before approval [3] - Following the FDA's announcement, Alvotech's stock price experienced a significant decline, falling 34% on November 3, 2025, and nearly 4% on November 4, 2025 [3] Group 2: Legal Actions - Investors who purchased Alvotech securities may be entitled to compensation through a class action lawsuit being prepared by Rosen Law Firm, which operates on a contingency fee basis [2] - The Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting its own success in recovering substantial amounts for investors [4]
The Biggest Risk to Your Stock Portfolio Is Not Buying AI -- It's Buying the Wrong Kind of AI
The Motley Fool· 2026-01-18 16:33
The debut of OpenAI's ChatGPT toward the end of 2022 kicked off the current artificial intelligence (AI) frenzy. In the years that followed, it seemed as if any company that could reasonably tout its connection to the AI trend could see its share price skyrocket. Those days are coming to an end. That may be hard to believe, given that the industry is forecast to soar in value from $255 billion in 2025 to $1.7 trillion by 2031. This kind of growth means investing in AI stocks is a good move. However, some se ...
Wall Street Brunch: Disputes In Davos
Seeking Alpha· 2026-01-18 16:25
Group 1: U.S.-European Relations and Tariffs - President Trump is leading the largest-ever U.S. delegation to the World Economic Forum in Davos, where he is expected to discuss the war in Ukraine and new tariffs imposed on several European nations [4][5] - Eight countries, including the U.K., France, Germany, and Denmark, will face a 10% tariff starting February 1, which could increase to 25% by June 1 unless agreements are reached [5] - French President Macron has strongly opposed the tariff threats, stating they are unacceptable and will request the activation of the EU's anti-coercion trade tool [5][6] Group 2: AI and Industry Leaders at Davos - The World Economic Forum will focus on AI, particularly the concept of the "Co-Pilot Economy," which emphasizes using AI to augment rather than replace workers [6] - Notable executives attending include Nvidia CEO Jensen Huang, Microsoft CEO Satya Nadella, and Salesforce CEO Marc Benioff [7] Group 3: Netflix Earnings and Market Expectations - Netflix is expected to report earnings with an EPS of $0.55 on revenue of $11.97 billion, driven by major holiday releases [7] - Over the last three months, Netflix has seen 18 upward revisions in EPS estimates and 25 upward revisions in revenue estimates [8] - Analysts suggest Netflix is preparing an all-cash offer for Warner Bros. Discovery, which could impact EPS but help avoid ownership dilution [8][9] Group 4: Upcoming Earnings Reports - Other companies reporting earnings include 3M, United Airlines, Johnson & Johnson, Kinder Morgan, Halliburton, Intel, Visa, GE Aerospace, and Procter & Gamble [9] - Caterpillar and Dell will go ex-dividend on Tuesday, with payout dates in February, while Colgate-Palmolive and Pfizer will also go ex-dividend later in the week [10]
1 Hidden Reason Alphabet May Be a Brilliant Stock to Buy in 2026
The Motley Fool· 2026-01-18 16:23
Core Viewpoint - Alphabet's investment in SpaceX, valued at approximately $900 million for a 7% stake, could yield significant returns as SpaceX plans to go public, potentially valuing the company at $1.5 trillion, which would increase Alphabet's stake value to around $105 billion [3][4][7]. Investment Strategy - Public companies like Alphabet can invest in other businesses, similar to Berkshire Hathaway, which has successfully built a conglomerate through strategic investments [1]. - Alphabet's investment in SpaceX is a notable example, with the potential for substantial financial returns as SpaceX prepares for an IPO [2]. SpaceX Valuation and IPO - SpaceX is considering an IPO in 2026, targeting a valuation of $1.5 trillion, significantly higher than its recent private funding round valuation of $800 billion [4][6]. - The IPO could be unprecedented in size and may influence market dynamics, especially if SpaceX is profitable and included in the S&P 500 [6]. Potential Use of Proceeds - If Alphabet sells its shares post-IPO, the proceeds could be utilized to enhance its investments in artificial intelligence infrastructure, which may offer higher returns compared to maintaining the SpaceX stake [7][9]. Broader Implications for Alphabet - Regardless of its decision on the SpaceX shares, Alphabet is expected to benefit from the public debut of SpaceX, reinforcing its position in various sectors including generative AI, cloud computing, and autonomous vehicles [10].
1 Tech Index Fund Could Turn $150 Per Month Into $700,000
The Motley Fool· 2026-01-18 16:15
Core Insights - Investing in index funds provides long-term market gains, with the market increasing by 75% over the past three years and approximately 12% annualized over the last 20 years [1] Group 1: Investment Strategies - Exchange-traded funds (ETFs) that track growth and tech stocks are safer alternatives to individual tech stocks and can significantly increase wealth, with a potential of nearly $700,000 from a $150 monthly investment in the Vanguard Information Technology ETF (VGT) over 30 years [2] - The IT ETF consists of over 300 components, offering healthy diversification and faster growth compared to a standard S&P 500 ETF, achieving the highest 10-year returns of any Vanguard ETF with an average annualized return exceeding 22% [3] Group 2: Historical Performance - Since its inception in 2004, the IT ETF has an average annualized gain of just over 14% across multiple market cycles [4] - A consistent investment of $150 monthly in the IT ETF, assuming it maintains a more realistic average return, could yield nearly $700,000 after 30 years, highlighting the potential of investing in this tech ETF [5]