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Bone Fide Wealth's Doug Boneparth breaks down the risk-reward of private assets in 401(K)s
CNBC Television· 2025-07-16 18:33
Concerns Regarding Private Market Assets in 401(k) Plans - Introducing complexity with private equity might not be the best idea for most investors, as many struggle with basic investment principles [3] - There are concerns about the track record of private equity, especially in the current high-interest rate environment [4] - The private equity industry has changed significantly in the last 20 years, and it's unclear if current returns justify its inclusion alongside stocks in retirement accounts [5] - Liquidity and pricing issues are significant concerns, as these assets are not marked to market daily [5] - Transparency is lacking, making it difficult to objectively determine appropriate allocation amounts [11] Considerations for Including Private Market Assets - For young investors with a long-term investment horizon, private equity in a 401(k) might be suitable, but this is the exception, not the rule [6][7] - Private assets may offer greater diversification and non-correlation to a portfolio [8] - Private credit has performed well in recent years, but its future performance is uncertain due to increased competition and changing market conditions [10] Recommendations and Cautions - Investors should master investing in traditional asset classes like large-cap, mid-cap, small-cap, international stocks, and credit before considering alternative assets [13] - Advisors, the public, and everyone should do their homework and wait for more performance data before investing in private market assets [14] - Alternative investments should only be considered for accounts above a certain size [12]
CNBC Property Play: Building data centers on the moon
CNBC Television· 2025-07-16 18:20
Real Estate & Space Industry Trends - Data centers are a rapidly growing sector in real estate, driven by AI, cloud computing, and online activities, but their high energy consumption poses a challenge [1] - Private capital is flowing into the space industry, with new companies emerging to serve various aspects of the sector from both public and private perspectives [3] - The space industry is experiencing a revolution, with companies seeking to monetize space through manufacturing and serving as a base for further space exploration, including potential data center production on the moon [6] - Space offers unlimited power from the sun, unlimited cooling from the vacuum, and unlimited real estate, potentially unlocking constraints faced on Earth and providing clean energy [9] - The current economic environment presents challenges for global development, with stagflation, higher rates, and slower growth making it difficult for developers to make projects financially viable [19][20] Technological Advancements & Infrastructure - Reusable rocket technology is advancing, with potential for 1,000 tons of launch capability, moving towards a million tons per year [32] - Robotics are becoming increasingly advanced and advantageous in the lunar environment due to the challenges of sustaining human life in space [31] - Ethos is developing technology to utilize lunar geological resources, such as anorthosite, to create building materials like synthetic igneous rock, which is twice as strong as concrete, for constructing landing pads, roads, and foundations on the moon [26][27][28][29] Energy & Power Consumption - Data centers are projected to consume a significant portion of US power generation, potentially reaching 40% by 2030, highlighting a serious infrastructure problem [42] - China has a significantly larger installed power base than the US and is investing heavily in solar energy, necessitating the exploration of new, non-Earth-bound power generation methods [44] - The cost of solar energy is declining rapidly, and nuclear energy is gaining traction, suggesting that energy problems will be solved, but the demand for power is infinite [47] Investment & Future Outlook - Capital is seeking great opportunities and returns, with space emerging as a promising area for investment [21] - Infrastructure investments require a long-term perspective, considering future disruptors and their potential interplay with the current world [14] - The space industry is in its early stages, similar to the railroad era, representing a major investment opportunity and creating new "rails" for the future [17]
Analysts React To BlackRock's Q2 Earnings Beat Amid Margin Pressures
Benzinga· 2025-07-16 18:11
BlackRock, Inc. BLK on Tuesday reported that second-quarter 2025 revenue grew 13% year-over-year to $5.42 billion, beating the consensus of $5.34 billion. Adjusted operating income rose 12% to $2.09 billion. Adjusted EPS increased 16% to $12.05, beating the consensus of $10.80.Also Read: Big Banks Smash Earnings Expectations But Rally Fails To Produce New FuelGoldman Sachs maintains the Buy rating on BlackRock, revising the price forecast $1,163 from $1,115.Analyst Alexander Blostein on Wednesday wrote the ...
AMD Demo - Clinton France (AMD at MWC 2025)
AMD· 2025-07-16 17:56
Good afternoon. My name is Clint France. I'm with AMD. I'm within the engineering vision.I lead a telco engineering team along with a number of other activities. I'm really super excited to talk about and share with you what we're really doing here. You're going to see today, it's the first time we've been able to actually take a telco customer set of requirements and really bring it to fruition.As you look over here, what we really have here is the overall EPYC private cloud. When you start looking at this ...
Netcapital Announces Up To $5.9 Million Registered Direct Offering Priced At-The-Market Under Nasdaq Rules
Globenewswire· 2025-07-16 17:40
$3 million upfront with up to an additional $2.9 million of potential aggregate gross proceeds upon the exercise in full of short-term warrants Boston, July 16, 2025 (GLOBE NEWSWIRE) -- Netcapital Inc. (the “Company”) (NASDAQ: NCPL, NPCLW), a digital private capital markets ecosystem, today announced that it has entered into definitive agreements for the purchase and sale of 641,712 shares of common stock at a purchase price of $4.675 per share in a registered direct offering priced at-the-market under Nasd ...
Southern Silver Announces Upsize of Bought Deal LIFE Private Placement for Gross Proceeds of C$13.0 Million
Newsfile· 2025-07-16 17:05
Core Viewpoint - Southern Silver Exploration Corp. has increased its previously announced "bought deal" private placement from approximately C$8 million to C$13 million due to strong investor demand [1] Group 1: Offering Details - The upsized offering will consist of 48,148,149 units priced at C$0.27 per unit, each unit comprising one common share and one-half of a common share purchase warrant [1][2] - Each whole warrant allows the holder to purchase one common share at a price of C$0.40 within 36 months after the closing date [2] - An over-allotment option allows Red Cloud to purchase an additional 7,407,408 units for gross proceeds of up to approximately C$2 million [3] Group 2: Use of Proceeds - The net proceeds from the offering will be used for advancing the Cerro Las Minitas project in Durango, Mexico, as well as for working capital and general corporate purposes [4] Group 3: Regulatory Compliance - The offering will comply with National Instrument 45-106 and will be available to purchasers in specific Canadian provinces and potentially in offshore jurisdictions [5] - The common shares and warrant shares are expected to be freely tradable under applicable Canadian securities legislation [5] Group 4: Company Overview - Southern Silver Exploration Corp. focuses on discovering world-class mineral deposits, particularly through its Cerro Las Minitas silver-lead-zinc project in Mexico [10] - The company also holds other properties, including the Nazas property and projects in New Mexico [10]
Bank of America Says ‘Resilient' Consumers Help Boost Revenue
PYMNTS.com· 2025-07-16 16:58
Healthy consumer spending helped buoy Bank of America’s revenues in the second quarter.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The banking giant reported quarterly earnings Wednesday (July 16) showing a con ...
Why the “superstar” myth might be holding us all back | Dr. Vanessa Druskat | TEDxPortsmouth
TEDx Talks· 2025-07-16 16:32
[Applause] A group of underdogs, often inexperienced or mismatched, meets their challenge. But they rise and work with teamwork. and under the the help of a determined coach, they're able to win in the end.Sound familiar. That's the plotline of every sports movie that's ever been put out there. Action adventure and science fiction, too.Think of a group of misfit rebels working against an oppressive force. They're able to get together and work teamwork and overcome against all odds. Lord of the Rings, Star W ...
Becoming A Catalyst:Change Begins Within | DR.DEVI RAJ S | TEDxPeacePublicSchoolKottakkal
TEDx Talks· 2025-07-16 16:21
[Applause] What if you had an opportunity to change the world with a small word, with a small action, with a small conversation, and with a small gesture. Do you believe that. Yes, I do believe.A one small action has the power to change a person. A small conversation has the power to change a person. A small gesture can also create an impact in the mind of a person.That's why it is 100% sure that any small kind of actions can create a change because I am here as a clear evidence that I was a girl who didn't ...
X @Bloomberg
Bloomberg· 2025-07-16 16:20
Morgan Stanley Chief Executive Officer Ted Pick said “the tide may begin to shift” in the ocean of private credit https://t.co/6N1D8om2v3 ...