Watch CNBC’s full interview with Oppenheimer’s Jason Helfstein

Watch CNBC’s full interview with Oppenheimer’s Jason Helfstein

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Jason Helfstein, Oppenheimer head of internet research, joins ‘Power Lunch’ to discuss positive expectations for Netflix’s earnings results, the cancelation reduction force of Netflix’s new ad tier, and Amazon’s adoption of live sports programming. 05:29 Tue, Oct 18 20222:56 PM EDT Source … Read more

You’ll see very strong earnings from General Motors on Tuesday, says Benchmark’s Ward

You’ll see very strong earnings from General Motors on Tuesday, says Benchmark’s Ward

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Ward, The Benchmark Company auto analyst, and Garrett Nelson, CFRA senior auto analyst, join ‘Power Lunch’ to discuss the bull case for General Motors and Ford, Nelson’s thoughts on Ford in the mid- to long-term and more. 04:32 Mon, Oct 24 … Read more

We have a bunch of bullish news that the oil market hasn’t responded to, says Citi’s Morse

We have a bunch of bullish news that the oil market hasn’t responded to, says Citi’s Morse

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Edward Morse, Citi global head of commodities research, joins ‘The Exchange’ to discuss what he sees in the energy sector that gives him an outlier view, how the global oil market is faring and more. 03:20 Fri, Nov 18 20222:33 PM EST … Read more

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America’s Arya

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America’s Arya

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivek Arya, Bank of America managing director, joins ‘TechCheck’ to discuss the most ‘obvious trade’ over the next several years, what will happen to these stocks in the next year and the implications of the recent TSMC investment in the U.S. 04:31 … Read more

We see slowing in consumer spending across the board, says Jefferies’ Brent Thill

We see slowing in consumer spending across the board, says Jefferies’ Brent Thill

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brent Thill, Jefferies managing director, joins ‘TechCheck’ to discuss companies trimming spending on cloud computing, Amazon’s positioning in the second part of 2023 and e-commerce spending continuing to gain momentum. 03:55 Tue, Dec 27 202211:56 AM EST Source link

Goldman downgrades key defense stocks to sell

Goldman downgrades key defense stocks to sell

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email CNBC’s Morgan Brennan joins ‘Power Lunch’ to report on Goldman Sachs’ sweeping downgrade of key stocks in the defense sector. 03:57 Fri, Jan 13 20232:43 PM EST Source link

The data center business is expected to accelerate through the year, says Piper Sandler’s Harsh Kumar

The data center business is expected to accelerate through the year, says Piper Sandler’s Harsh Kumar

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Harsh Kumar, Piper Sandler analyst, joins ‘Squawk on the Street’ to discuss his thoughts on Nvidia’s earnings and why he believes the company gave ‘perfect guide’ for the quarter. 02:54 Thu, Feb 23 202311:12 AM EST Source link

GQG Partners says it feels ‘vindicated’ in betting on Adani

GQG Partners says it feels ‘vindicated’ in betting on Adani

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Rajiv Jain, chairman and chief investment officer at GQG Partners, discusses the Adani-Hindenburg saga and says the “vast majority” of allegations was “yesterday’s news,” adding that “markets have clearly spoken.” 03:42 Wed, Jan 17 202411:14 PM EST Source link