Investment thesis Zuora (NYSE:ZUO) is a leading software provider for businesses to manage their subscription-based services. The company’s dominant position is highlighted in the image below, taken from the 2024 Gartner Magic Quadrant for Recurring Billing Applications. According to a study by Juniper Research, the subscription-based economy that the company…

Exchange-traded fund inflows have already topped monthly records in 2024, and managers think inflows could see an impact from the money market fund boom before year-end.”With that $6 trillion plus parked in money market funds, I do think that is really the biggest wild card for the remainder of the…

Big banks are jumping headfirst into the AI race. Over the past year, Wall Street’s largest names — including Goldman Sachs , Bank of America , Morgan Stanley , Wells Fargo to JPMorgan Chase — ramped up their generative artificial intelligence efforts with the aim of boosting profits. Some are…

Introduction I don’t think JPMorgan (NYSE:JPM) needs to be introduced to any investor. As a US-based financial conglomerate, the financial institution is a household name. While I also like the company from an earnings perspective, its dividend yield is currently pretty low at 2.1%. That’s why I focused on the…

A version of this article first appeared in CNBC’s Inside Wealth newsletter with Robert Frank, a weekly guide to the high-net-worth investor and consumer. Sign up to receive future editions, straight to your inbox.On Sept. 29, 1916, newspapers across the country announced a wealth milestone once thought to be unreachable: the world’s…

Former President Donald Trump will not be sentenced in his New York criminal hush money case until after the Nov. 5 presidential election, a judge ruled Friday.The sentencing date, which was set for Sept. 18, will instead take place on Nov. 26, Manhattan Supreme Court Judge Juan Merchan ruled.And Trump,…

My Thesis Update I initiated coverage on Medical Properties Trust, Inc. (NYSE:MPW) stock on January 20, 2024, with a “Strong Buy” rating, saying that investors need to be greedy while others were fearful at the time. It was a speculative call in its nature, and the main argument I wrote…

The Federal Reserve should cut interest rates by 50 basis points at its September meeting, according to JPMorgan’s Michael Feroli.”We think there’s a good case that they should get back to neutral as soon as possible,” the firm’s chief U.S. economist told CNBC’s “Squawk on the Street” on Thursday, adding…

Every weekday the CNBC Investing Club with Jim Cramer holds a “Morning Meeting” livestream at 10:20 a.m. ET. Here’s a recap of Thursday’s key moments. The S & P 500 was lower Thursday ahead of arguably the biggest economic data point of the month due out Friday morning in the…

Note: All amounts discussed are in Canadian Dollars. Stock Prices refer to those on the TSX and not the OTC symbol. In May of this year, we switched to a Buy on Canadian Apartment Properties Real Estate Investment Trust (TSX:CAR.UN:CA) (“CAPREIT”) and acquired a chunk of shares. The REIT was…