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Tom Lee's Granny Shots ETF is crushing the market and raking in cash
CNBC· 2025-07-11 14:38
Core Insights - Fundstrat Granny Shots US Large Cap ETF (GRNY) has quickly gained popularity, reaching $1.5 billion in assets under management within eight months of its launch, outperforming many peers and benchmarks [2][3] - The fund has delivered a return of approximately 14% this year, placing it in the top three percent of its category, which includes nearly 1,400 funds [1] - The investment strategy focuses on stocks that align with multiple key themes, such as energy, cybersecurity, and AI, which enhances the likelihood of consistent performance [4][5] Performance Metrics - Since inception, the fund has outperformed the MSCI USA Large Cap Index by 13.7% compared to 7.8% [1] - The fund's disciplined, rules-based approach aims to provide consistent results over time, with a portfolio of about 35 S&P 500 stocks rebalanced every three months [5][6] - The fund has an expense ratio of 0.75% [7] Investment Strategy - The "granny shot" strategy refers to selecting stocks that fall under multiple investment themes, improving the chances of outperformance amid changing market conditions [4][6] - Key holdings include Robinhood, Oracle, and Advanced Micro Devices, which are selected based on their alignment with long-term trends and earnings growth [5][6] - The thematic approach is designed to resonate with investors, as it focuses on enduring story arcs that can lead to sustained outperformance [6][7]
“Redefining Human:5 AI Breakthroughs Shaping Our Future” | Milind Anvekar | TEDxPanaji Live
TEDx Talks· 2025-07-09 15:49
AI发展与应用 - AI可以将梦想或想法变为现实,为内容创作(如图像、视频、音乐等)提供支持,并已应用于幻灯片制作等日常工作中 [5][7][8] - 行业内对AI的应用包括医疗保健领域更快速、更精确的诊断(速度快4倍,准确率提升30%),工业领域预测性维护减少停机时间(减少高达40%),以及自动驾驶汽车等 [12] - 聊天机器人(如ChatGPT)可以作为个人助理,以较低的成本(每月低于25美元)提供全天候支持,协助项目工作 [9] - 目前ChatGPT每1.5秒收到一个请求,相当于每天约57 million个请求,反映了AI驱动决策的普及 [25] AI伦理与安全 - 行业内网络安全是首要支出领域,占比70%,其次是自动化,AI位列第三,表明在AI发展的同时,安全问题日益受到重视 [27] - 强调负责任的AI的重要性,包括伦理、安全和公平,以应对潜在的风险,如机器人或无人机被黑客攻击 [27] - 随着AI系统掌握用户数据,包括恐惧和秘密,数据安全和隐私保护成为重要议题 [26] - 呼吁重视AI时代的情感、共情,避免过度依赖机器导致失去自我 [20][11] 未来展望 - 未来一代将在数字世界中成长,更快地适应技术,因此正确引导和教育他们负责任地使用技术至关重要 [16][18][19] - 鼓励人们记录下任何想法,因为在当今技术下,任何想法都有可能成为现实 [30] - AI的未来是人与机器的协作,而非对抗,共同创造一个更美好的世界 [28][29]
Investigation underway after AI Marco Rubio impostor contacts top officials
NBC News· 2025-07-09 02:30
Tonight, the State Department investigating a Marco Rubio impersonator who used artificial intelligence to try to infiltrate the highest levels of government. According to a State Department cable obtained by NBC News, according to the cable first reported by the Washington Post, the actor used AI to contact at least five highlevel government officials in mid June, including three foreign ministers, a governor, and a member of Congress. The individual using the display name marco.rubio atstate. gov also lef ...
Cloudflare CEO: Need to monetize the AI-driven web
CNBC Television· 2025-07-01 19:20
Welcome to cmc. com. I'm Frank Holland, anchor of Worldwide Exchange.Cloudfare, a firm that provides cyber security and connectivity services, announced that starting today will block artificial intelligence crawlers from accessing content on websites without the owner's permission. It's a move that could change how AI developers train their models. And join me to discuss this and much more, Matthew Prince, the CEO of Cloudflare, also the co-founder.Matthew, thank you for joining us. Thank you for having me ...
Tom Lee on how his new ETF is capitalizing on the market recovery
CNBC Television· 2025-06-30 17:19
report. Dom Chu has today's ETF edge for us. Hey, Dom.All right, so Scott, with the markets on track to close out the second quarter at record highs, one fund that's riding the wave also now holds the record just 6 months of the fastest to reach a billion dollars in assets in more than 20 years. But its biggest holdings might not be what you expect. Why.How does it work. Joining us now is a familiar face, Tom Lee, CIO at Fundstrap Global Adviserss to take us inside the Granny Shots ETF. And for a lot of fol ...
Final Trades: Crowdstrike, Leidos Holdings, Fortinet and the BUG
CNBC Television· 2025-06-23 17:42
Let's get back to our Megan Castella down in DC with the latest. Megan, Scott, a few more details to bring you here on the ongoing situation in the Middle East. A source on the ground in Doha has confirmed to CNBC that they hear explosions in the sky over Doha. Again, that's according to a witness on the ground there to CNBC confirming that there have been explosions.All caution, we do not know if those are from incoming missiles or from outbound air defense systems. It could be either one, but confirming t ...
Top Stock Picks for Week of June 9, 2025
Zacks Investment Research· 2025-06-10 22:11
Cybersecurity Industry Analysis - Cyber Arc is a leader in privileged access management, focusing on identity security [2] - The cybersecurity war is being fought with AI against AI in 2025, emphasizing the need to own cybersecurity companies [5] - Nation-state enterprises are heavily involved in hacking, making cybersecurity a big business [6][7] - Cyber Arc's main competitor is Crowd Strike, which specializes in dealing with nation-state threat actors [12] Cyber Arc Financials and Valuation - Cyber Arc is approaching $1.5 billion in revenue, with a projected 32% growth this year if they reach $1.3 billion [13] - Cyber Arc's market cap is $20 billion, resulting in a 13x price-to-sales ratio [13] - Cyber Arc is projecting 20% revenue growth for next year [14] - Cyber Arc's EPS is growing at approximately 25% [17] Robotics Industry Analysis - ABB, a Swiss industrial giant, will spin off its thriving robotics division next year [19] - The robotics industry is predicted to be the next multi-trillion dollar industry [25][31] - There are numerous private robotics companies vying for funding and success, with many looking to IPO [22][23] - Figure Robots is identified as a significant private player in the robotics industry [30]
Zero Trust Security Reduces Cyber Insurance Claims, Preventing up to $465 Billion Annually in Global Economic Loss from Cyber Attacks
Globenewswire· 2025-06-10 07:01
Core Insights - The implementation of a zero trust architecture could potentially reduce global annual economic losses from cyber incidents by up to $465 billion, representing a reduction of up to 31% in overall cyber losses [1][8] - North America has experienced significantly more cyber incidents compared to Europe, with nearly four times the number of incidents, yet a higher percentage of European incidents (41%) could have been mitigated by zero trust compared to North America (31%) [2] - The rise in ransomware incidents, which increased by 126% in one year, has heightened the proportion of events that zero trust could have mitigated globally [3] Company Insights - Zscaler's Risk360 service provides organizations with a comprehensive cyber risk profile, enabling them to quantify business risk and potentially receive more favorable cyber insurance policies [5][6] - The Zscaler Zero Trust Exchange platform is designed to protect users, devices, and applications from cyberattacks, leveraging a large network of over 160 data centers globally [9] Industry Insights - The report emphasizes the importance of zero trust as a fundamental cybersecurity control that enhances cyber hygiene and reduces risk exposure by requiring continuous verification of users, applications, and devices [4] - Companies with over $1 billion in annual revenue are identified as standing to benefit the most from zero trust implementation, with 60% of attacks deemed mitigable [3]
Radware Expands its Threat Intelligence Services
Globenewswire· 2025-06-02 10:00
Core Insights - Radware has launched new Threat Intelligence Services, including the Telegram Claimed Attacks Report and TLS Fingerprint Reputation Feed, aimed at providing real-time intelligence to combat cyber threats before they occur [1][2][3] Product Features - The Telegram Claimed Attacks Report aggregates claims from hacker groups on Telegram, offering real-time visibility into cyber threats targeting specific regions or industries [3] - The TLS Fingerprint Reputation Feed proactively identifies and blocks malicious TLS fingerprints using advanced analytics and global threat intelligence, enhancing Radware's DDoS Protection [3][6] - The services provide timely insights, proactive threat management, and intuitive dashboards that refresh data every 15 minutes, allowing easy filtering by industry and geography [5][6] Company Overview - Radware is a global leader in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [4] - The company has received numerous awards and recognitions from industry analysts, highlighting its strong position in the cybersecurity market [3]
Coinbase says hackers bribed staff to steal customer data and are demanding $20 million ransom
CNBC· 2025-05-15 12:18
Core Insights - Coinbase reported a significant data breach involving cyber criminals bribing overseas support agents to steal customer data, which may cost the company up to $400 million to address [1][5]. Group 1: Incident Details - The company received an email on May 11 from an individual claiming to have obtained sensitive information about certain customer accounts and internal documentation [2]. - The email demanded a ransom in exchange for not publicly disclosing the stolen information, but Coinbase has not complied and is cooperating with law enforcement [3][6]. - The breach did not compromise passwords or private keys, but sensitive data such as names, addresses, phone numbers, emails, masked bank account numbers, and the last four digits of social security numbers were affected [4][5]. Group 2: Company Response - Coinbase detected the breach independently and took immediate action by terminating the involved employees, warning affected customers, and enhancing fraud monitoring protections [5]. - The company is establishing a $20 million reward fund for information leading to the arrest and conviction of the criminals responsible for the attack, while refusing to pay the $20 million ransom demand [6]. - Coinbase operates the largest crypto exchange in the U.S. and recently announced an acquisition aimed at expanding its global reach, alongside gaining entry to the S&P 500 stock index [6].