Skip to main content

Featured Post

Market Daily Report: Bursa Malaysia Ends Higher In Line With Most Regional Markets

KUALA LUMPUR, Sept 20 (Bernama) -- Bursa Malaysia ended higher on Friday in line with most Asian markets, mirroring gains from Wall Street, where investors welcomed the US Federal Reserve's substantial interest rate cut. The FTSE Bursa Malaysia KLCI (FBM KLCI) rose by 3.17 points, or 0.19 per cent, to 1,668.82 at the close from Thursday's close of 1,665.65. It opened 5.03 points higher at 1,670.68, trading between 1,668.48 and 1,674.04 throughout the session. In the broader market, gainers outpaced decliners 732 to 468, while 465 counters were unchanged, 850 untraded and 32 suspended. Turnover swelled to 4.19 billion units worth RM5.97 billion, from Thursday's 3.99 billion units worth RM4.08 billion. UOB Kay Hian Wealth Advisors head of investment research, Mohd Sedek Jantan, noted the FBM KLCI's gains were led by utilities, logistics, and banking stocks, reflecting improved market sentiment. Additiona
Post a Comment

Top Stocks to Watch: How AI is Shaping the Future of Big Business

Key Takeaways

  1. AI's Big Winners: Companies like Pinterest, Guidewire Software, and Clarivate Plc are expected to see their earnings skyrocket thanks to AI.
  2. Industry Impact: Communication services, health care, and information technology are among the sectors that will benefit the most from AI adoption.
  3. Future Growth: With AI driving productivity, these companies are positioned for substantial growth in the coming years.

Artificial intelligence (AI) is revolutionizing the business world, and Goldman Sachs analysts have pinpointed the companies set to benefit the most from this tech boom. These stocks are expected to see a significant boost in their earnings due to AI-driven improvements in labor productivity. According to David J. Kostin, chief U.S. equity strategist, these companies could see their returns jump by 5% over the next six months.

Let's dive into the stocks that are set to ride the AI wave and see their earnings soar!

AI Winners Across Various Sectors

Communication Services

  1. Pinterest Inc. (PINS) - AI could boost earnings by 162%.
  2. New York Times Co. (NYT) - Expected to see a 67% increase.
  3. News Corp. (NWSA) - Anticipated earnings jump of 63%.
  4. ZoomInfo Technologies Inc. (ZI) - Could see a 58% boost.

Consumer Discretionary

  1. H&R Block Inc. (HRB) - Earnings might rise by 57%.
  2. Kohl’s Corp. (KSS) - Expected to grow by 49%.
  3. Coupang Inc. (CPNG) - Could see a 49% increase.
  4. CarMax Inc. (KMX) - Anticipated rise of 42%.
  5. Amazon.com Inc. (AMZN) - Earnings could jump by 39%.
  6. Lear Corp. (LEA) - Expected to grow by 30%.

Consumer Staples

  1. Walmart Inc. (WMT) - Earnings might increase by 44%.
  2. Walgreens Boots Alliance Inc. (WBA) - Expected to rise by 38%.
  3. Costco Wholesale Corp. (COST) - Anticipated growth of 31%.

Energy

  1. Occidental Petroleum Corp. (OXY) - Earnings might see a 9% boost.
  2. Williams Companies Inc. (WMB) - Expected to grow by 9%.

Financials

  1. Kemper Corp. (KMPR) - Could see a 42% increase.
  2. Brown & Brown Inc. (BRO) - Expected rise of 40%.
  3. First American Financial Corp. (FAF) - Anticipated growth of 38%.
  4. Willis Towers Watson (WTW) - Earnings might rise by 36%.
  5. Marsh & McLennan Co. (MMC) - Expected to grow by 30%.
  6. Fidelity National Financial Inc. (FNF) - Could see a 30% boost.
  7. Voya Financial Inc. (VOYA) - Expected to rise by 30%.

Health Care

  1. Tenet Healthcare Corp. (THC) - AI could boost earnings by 135%.
  2. DaVita Inc. (DVA) - Expected to see a 105% increase.
  3. Universal Health Services Inc. (UHS) - Anticipated growth of 91%.
  4. IQVIA Holdings Inc. (IQV) - Earnings might rise by 77%.
  5. R1 RCM Inc. (RCM) - Expected to grow by 77%.
  6. Encompass Health Corp. (EHC) - Could see a 68% boost.
  7. Illumina Inc. (ILMN) - Expected to rise by 54%.

Industrials

  1. Clarivate Plc (CLVT) - Earnings might soar by 232%.
  2. Robert Half Inc. (RHI) - Expected to grow by 150%.
  3. Dayforce Inc. (DAY) - Anticipated rise of 125%.
  4. Tetra Tech Inc. (TTEK) - Could see a 122% boost.
  5. Science Applications International Corp. (SAIC) - Expected to grow by 115%.

Information Technology

  1. Guidewire Software Inc. (GWRE) - AI could boost earnings by 388%.
  2. MongoDB Inc. (MDB) - Expected to see a 193% increase.
  3. Nutanix Inc. (NTNX) - Anticipated growth of 177%.
  4. Smartsheet Inc. (SMAR) - Earnings might rise by 171%.
  5. Snowflake Inc. (SNOW) - Expected to grow by 154%.
  6. Twilio Inc. (TWLO) - Could see a 138% boost.
  7. DXC Technology Co. (DXC) - Expected to rise by 95%.
  8. BILL Holdings Inc. (BILL) - Anticipated growth of 93%.
  9. HubSpot Inc. (HUBS) - Earnings might rise by 91%.
  10. Accenture plc (ACN) - Expected to grow by 80%.
  11. Elastic N.V. (ESTC) - Could see a 76% boost.
  12. Cognizant Technology Solutions Corp. (CTSH) - Expected to rise by 76%.

Materials

  1. International Paper Co. (IP) - Earnings might increase by 41%.

Real Estate

  1. Jones Lang LaSalle Inc. (JLL) - Expected to see a 120% boost.

Utilities

  1. Hawaiian Electric Industries Inc. (HE) - Anticipated growth of 26%.
Labels:

Comments

Post a Comment

Popular posts from this blog

INTC Share Watch and News

Stock Info Market Monitor Company Profile Intel Corporation designs, manufactures, and sells integrated circuits for computing and communications industries worldwide. It offers microprocessor products used in notebooks, netbooks, desktops, servers, workstations, storage products, embedded applications, communications products, consumer electronics devices, and handhelds. The company also offers system on chip products that integrate its core processing functionalities with other system components, such as graphics, audio, and video, onto a single chip. It also provides chipset products that send data between the microprocessor and input, display, and storage devices, such as keyboard, mouse, monitor, hard drive, and CD or DVD drives; motherboards that has connectors for attaching devices to the bus, and products designed for desktop, server, and workstation platforms; and wired and wireless connectivity products, including network adapters and embedded wireless cards used to translat
1 comment
Read more

Analysts See Asset Resilience of Bank of Chengdu Benefiting Hong Leong Bank

Analysts predict that the asset quality of Bank of Chengdu, in which Hong Leong Bank Bhd holds a 19.76% stake, will remain robust due to its strict risk management policies and proactive measures. Key Takeaways: Strong Risk Management Practices : According to CIMB, Bank of Chengdu has adopted a conservative risk culture, performing thorough assessments of location, developer reputation, project viability, and management integrity before financing property projects. The bank closely monitors early warning signals like construction progress, sales progress, budget overruns, and fund usage by developers to mitigate potential risks. Proactive Measures Against Property Slowdown : The bank's precautionary measures allowed it to reduce exposure to problematic property loans and exit risky loans before China's property market slowdown. This conservative approach is expected to benefit Hong Leong Bank by minimizing potential asset quality concerns. Continued Optimism and Buy Recommendat
Post a Comment
Read more

Investors Keep Buying US Junk Debt Despite Weak Protections

  When US-based construction material supplier Wilsonart issued a junk bond to raise US$500 million (RM2.13 billion) for an acquisition this summer, a research firm warned potential investors about the bond's weak protections. The bond’s covenants could allow the company to move valuable assets to another entity and raise more money, potentially disadvantaging bond investors, according to Covenant Review , a research firm. This warning comes amid growing concerns in credit markets as more companies engage in practices like "liability management exercises," where they borrow more against the same assets. These practices, often favoring some creditors over others, have been dubbed "creditor-on-creditor violence," prompting some creditors to unite to protect their interests. Despite the warnings, investors eagerly purchased Wilsonart's offering, underscoring a paradox in US credit markets. While investors face the consequences of weak covenants, they continu
Post a Comment
Read more