Miners need more cash | AMD's making a massive deal |

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Today's big stories

  1. One investment manager thinks miners need more money to help us hit climate goals
  2. Markets risk going from choppy to volatile, but there are a few ways you can turn those challenges into opportunities ā€“ Read Now
  3. AMDā€™s buying data center specialist Pensando for $2 billion

Extract-ivism

Extract-ivism

Whatā€™s Going On Here?

One of Europeā€™s biggest asset managers warned on Tuesday that more investment in mining is needed to meet the Paris agreementā€™s climate goals.

What Does This Mean?

Miners have fallen out of favor with investors in the last few years, mostly because the carbon-intensive practice doesnā€™t suit the trend toward renewable investments. But hereā€™s the acute irony: industrial metals like copper and nickel are more important than ever to eco-friendly technologies, from electric vehicle batteries to wind farms.

Legal & General Investment Management, then, is predicting that miners will need to produce twice as much copper and four times as much nickel over the next 30 years. If they donā€™t, the world will struggle to keep global warming within 1.5 degrees celsius above pre-industrial levels. And right now, it thinks those production targets arenā€™t feasible. In fact, consultant Wood Mackenzie thinks the mining industry needs $2 trillion worth of investment to stand any chance of meeting those ambitious goals.

Why Should I Care?

For you personally: Choose carefully.
If youā€™re going to play your part, keep in mind that some miners are greener than others: coal-powered nickel producers in Indonesia generate far more emissions than hydropower ones in Canada, for instance. Thatā€™s why Legal & General thinks you should back those with the lowest possible carbon footprints to help bring down emissions across the entire mining industry.

The bigger picture: The UN kills the vibe.
That wasnā€™t the only cause for concern this week: the UN also warned that the energy transition is ā€œbackslidingā€ as countries scramble to find alternatives to Russian gas. And since most havenā€™t built up a robust enough renewable infrastructure yet, those alternatives ainā€™t pretty: the amount of funds raised for coal projects last quarter were twice as high as they were the same time last year. The UN isnā€™t hopeful: it now thinks the worldā€™s on track to warm by more than 3 degrees.

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Analyst Take

How To Make The Most Of An Unsettled Market

How To Make The Most Of An Unsettled Market
Photo of StƩphane Renevier

StƩphane Renevier, Analyst

Whatā€™s Going On Here?

Investors have been wrestling with some pressing questions lately.

How often will the Fed raise rates? Where will inflation go from here? Will there be a recession? All these uncertainties are threatening to push choppy markets into all-out volatility.

And thatā€™ll present all sorts of challenges: deciding when to sell (if at all), preparing for the unexpected, and getting better at controlling your emotions.

But shrewd investors are just as capable of turning those challenges into opportunities.

So thatā€™s todayā€™s Insight: the challenges of a volatile market, and the opportunities you can transform them into.

Read or listen to the Insight here

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Tech stocks arenā€™t tech stocks

Get this: some of the worldā€™s biggest tech companies arenā€™t always categorized as tech stocks.

Amazon and Tesla are often grouped together with ā€œconsumer discretionaryā€ stocks. And a lot of the time, youā€™ll find Google and Facebook heading up ā€œcommunication stockā€ indexes.

But that doesnā€™t mean you need to keep up with umpteen different indexes: you can find all the companies we just mentioned in the Nasdaq.

One platformā€™s making them even easier to track: TradeStation has all the tools you need to follow markets in real time, and you can even filter them based on your personal trading style.

You can trade all the biggest companies in one place: track the biggest names with TradeStation.

Check Out TradeStation

This is for educational and informational purposes only and is not research or a recommendation regarding any security or investment strategy. TradeStation Securities Inc. and its affiliates do not provide legal, tax, or investment advice.

Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options, futures, or digital assets); therefore, you should not invest or risk money that you cannot afford to lose. Before trading any asset class, first read the relevant risk disclosure statements on the Important Documents page, found here:Ā www.tradestation.com/important-information.

TradeStation Securities, Inc., TradeStation Crypto, Inc., and TradeStation Technologies, Inc. are each wholly-owned subsidiaries of TradeStation Group, Inc., all operating, and providing products and services, under the TradeStation brand and trademark. You Can Trade, Inc. is also a wholly-owned subsidiary of TradeStation Group, Inc., operating under its own brand and trademarks. When applying for, or purchasing, accounts, subscriptions, products, and services, it is important that you know which company you will be dealing with. PleaseĀ click hereĀ for further important information explaining what this means.

Finimize is not affiliated with TradeStation. TradeStation does not endorse any third-party content and any views or opinions expressed byĀ FinimizeĀ do not necessarily represent the views and opinions of TradeStation Securities Inc. or any of its affiliates.

Open Sesame

Open Sesame

Whatā€™s Going On Here?

AMD announced that itā€™s buying data center specialist Pensando earlier this week, in a deal that should open up a state-of-the-art sector for the US chipmaker.

What Does This Mean?

With digitization and hybrid working now the norm, thereā€™s been a massive surge in demand for the data centers that house the servers underpinning the worldā€™s IT infrastructure. Thatā€™s made operators build out even bigger centers, and in turn look for ways to make them run even more efficiently. Enter AMD: the chipmaker just announced the $1.9 billion purchase of Pensando, whose chips and software speed up processing times and reduce operating costs for data centers. It could be a game-changer: the deal will allow AMD to get its hands on Pensandoā€™s cost-saving chips and a long list of big-name clients ā€“ including Goldman Sachs, Oracle, and Microsoft ā€“ to boot.

Why Should I Care?

For markets: Intel snoozes, Intel loses.
AMDā€™s been growing fast over the past few years, and a lot of thatā€™s down to the market share itā€™s been poaching off data center rival Intel. The chipmaker went from controlling less than 1% of the market in 2017 to 18% at the end of last year, as Intel slipped from 98% to 76%. That might partly be why investors sent AMDā€™s stock up 1,300% and Intelā€™s just 12% over the same period... (tweet this)

The bigger picture: Nvidiaā€™s in too.
AMD still has some stiff competition: Nvidia just released a new AI-powered chip designed to enhance data center performance, which could help cut down processing times from weeks to days. Issue is, the sheer amount of power it needs to do the job could put potential customers off ā€“ especially given how crippling energy prices are right now. Thatā€™s probably something Nvidia will need to fix if it wants to become a more significant threat to Intel and AMD in the space.

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šŸ’¬ Quote of the day

ā€œDo what you can, with what you have, where you are.ā€

ā€“Ā Theodore Roosevelt (an American politician, statesman, and conservationist)
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And hereā€™s the best bit: TradeStation wants to help you get started, so itā€™s giving out $150 in American dollars or bitcoin and free stock trades when you sign up.

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Find Out More

This is for educational and informational purposes only and is not research or a recommendation regarding any security or investment strategy. TradeStation Securities Inc. and its affiliates do not provide legal, tax, or investment advice.

Past performance, whether actual or indicated by historical tests of strategies, is no guarantee of future performance or success. There is a possibility that you may sustain a loss equal to or greater than your entire investment regardless of which asset class you trade (equities, options, futures, or digital assets); therefore, you should not invest or risk money that you cannot afford to lose. Before trading any asset class, first read the relevant risk disclosure statements on the Important Documents page, found here:Ā www.tradestation.com/important-information.

TradeStation Securities, Inc., TradeStation Crypto, Inc., and TradeStation Technologies, Inc. are each wholly-owned subsidiaries of TradeStation Group, Inc., all operating, and providing products and services, under the TradeStation brand and trademark. You Can Trade, Inc. is also a wholly-owned subsidiary of TradeStation Group, Inc., operating under its own brand and trademarks. When applying for, or purchasing, accounts, subscriptions, products, and services, it is important that you know which company you will be dealing with. PleaseĀ click hereĀ for further important information explaining what this means.

Finimize is not affiliated with TradeStation. TradeStation does not endorse any third-party content and any views or opinions expressed byĀ FinimizeĀ do not necessarily represent the views and opinions of TradeStation Securities Inc. or any of its affiliates.

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šŸŒŽ Finimize Live

šŸ„³ Coming up this weekā€¦

(All events given in UK time)

šŸ  Your Guide To Passive Real Estate Investing: 5pm April 6th
šŸš« A Guide To Stop Losses: 1pm April 7th
šŸŒ Scenario Analysis Of The Ukraine Crisis Impact: 1pm April 8th
šŸŽ™ Live Crypto Community Q&A: 5pm April 8th
šŸ’° How Investors Can Profit From Real-Time Payments: 6pm April 11th
šŸ§  Strategies To Find The Best Web3 Projects and DAOs: 5pm April 12th
ā™»ļø Investing Opportunities Beyond Wind And Solar: 1pm April 13th
šŸ§  How To Master The Investor Mindset: 6pm April 13th

šŸ¤Æ And after thatā€¦

šŸš€ How To Invest In The Space Economy: 1pm April 14th
šŸš‘ How To Invest In Insuretech: 6pm April 14th
šŸ’° Understanding Use Cases To Generate Crypto Wealth: 6pm April 20th
šŸ‘·ā€ā™€ļø How To Protect Your Portfolio: 1pm April 21st
šŸ“ˆ How To Identify High-Growth Metaverse Stocks: 6pm April 21st
šŸŒ 2022 Macro And Fixed Income Opportunities: 1pm April 22nd
šŸŽ™ Live Crypto Community Q&A: 5pm April 22nd
šŸ’ø Top Crypto Investing Strategies: 5pm April 25th
šŸŖ An Impact Investorā€™s Guide to Web3: 6pm April 28th
šŸŽ™ Live Crypto Community Q&A: 5pm April 29th

šŸŽÆ On Our Radar

  1. Muskā€™s already changing Twitter. That edit button could be on the horizon.
  2. Folk are putting onions in their socks. Thing is, there is literally no point.
  3. An ode to velcro. Wearing shoes used to be so easy.
  4. Microplastics are everywhere. Yup, that includes inside your body.
  5. Mother Nature needs some help to deal with climate change. Tree scientists are ready to step in.
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