What does the future keep due to the US economy and equality? It is the millions of dollars as the President of the Hedge Foundation and CEO POINT72 ACTIVITIESSteve Cohen, signal calls, which warn that the US economy can be against the background of macroeconomic uncertainties.
The billionaire investor fired warning shots, claiming that the aggressive commercial policy of President Donald Trump could cause the economy in the second half of the year, by 2.5% of the initial growth forecast. The warning comes with Trump Vibration tariffs for various purposes, including reducing trade imbalances and more negotiations against other nations. However, their negative impact continues as the maintenance sector, the main economic driver has been growing slowly since 2023.
“Tariffs cannot be positive, good. I mean it’s a tax, “Kine, a Florida Miamese beach town on Friday. “On top of that we have slow immigration, which means that the workforce does not grow rapidly as fast as … the last five years and so.”
Cohen warned that good times that saw the complexity of the stock market to record highs, as the worldview of the US economy is uncertain due to the tariff plan set by Trump. Kusen’s warnings are true, the US stock exchange has significantly pushed back from record heights. Given the uncertain macro environment, the S & P 500 is already going down by about 8% to enter the last year and a correction phase.
The reaction of such senses is Morgan Stanley Cio Mike Wilson, who claims a significant correction on cards since 2023. Therefore, you have to wait for fast origin, because the headscarves rise to the left, right and center.
“In fact, I’m really negative for the first time,” said Cohen. “It can only take a year or so, but it is definitely a circle when I think the best achievements have been and will not surprise me to see a significant correction.”
On the other hand, Cohen is optimistic about artificial intelligence, despite the US markets, who want to develop more effective AI models. According to Cohen, Deepsek’s cost-effective AI models are positive, despite increasing costs on powerful AI chips developed by our companies.
Cohen is one of the billionaire investors using strategic investments from artificial intelligence boom. His portfolio contains a significant impact on Point72 asset management fence, which develops and uses various AI innovations. Similarly, the management of POINT72 has already opened a new artificial intelligence fund, which installed 14% in the last three months of 2024, reaching $ 1.5 billion.
We have combed 72 sec, 2024. We focused on stocks – more than $ 40 billion in a market cap with significant disorderly potential. Then we analyzed the shares about why they stand out as a strong investment that are well prepared to create a significant value on the turn of the overall share market. Finally, we listed the stock in the growing order of disorderly potential.
Why are we interested in the stock that allocates the properties? The reason is clear. Our research has shown that we can exceed the market by imitating the best stock choices for the best fence funds. The strategy of our quarterly newsletter selects 14 small caps and shares with a large cap and returned from May 2014 by beating its benchmark with 218 percentage points.See more details here)
Salesforce Inc (CRM). Billionaire Steve Cover’s great lids collect with huge enormous potential
Point72 Asset Management Steven Cohen
Market hat as of April 24 – $ 240.71 billionPoint72 Asset Management Shares Share. $ 297.14 millionAnalysts’ disorder condition as of April 24, 44.66%Number of hedge fund bearers: 162 SalesForce Inc (NYSE: CRM) is a software program that provides customer relationship management (CRM) platform and other business plans. Its solutions help businesses manage customer interactions, automate processes and improve productivity. The company has deepened its investment in the company’s offer of artificial intelligence architecture and strengthen its partnership with Google Cloud. However, Salesforce Inc (NYSE: CRM) is under pressure, under the tank tank, as investors are more and more questioning the opportunity to artificial intelligence. Analysts reduced the reserves for Davidson from neutral and reduced the price target to $ 200, $ 250 on the growth of Salesforce Legacy. The removal of the Chief Executive Officer and the appointment of a new Chief Financial Servant also increased the uncertainty of investors, Rattling Salesforce Inc (NYSE: CRM) in the market. The company that provides forecast for income less than the consent assessments also undermined investors. At the end of the chapter, the underlying bases are left-resistant, with sales increased by 30% annual revenues, compared to the month, increased by $ 10 billion. The company also increased its quarterly dividend by 4% and amounted to $ 0.42, which is attributed to the flow of free money, increasing from 31% to $ 12.4 billion.
In general, CRM occupies the 5th place Our billionaire Steve Cover’s high caps gather with huge vast potential. While we realize CRM as an investment, our conviction is believed that AI shares have a bigger promise during a shorter period. There is a AI fund that climbed from the beginning of 2025, while the popular AI shares lost about 25%. If you are looking for ai fund, which is more promising than CRM, but that transaction is 5 times more than 5 times higher than our report. The cheapest AI fund.
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