Oppenheimer's Colin Rusch on Wolfspeed shares: There's substantial upside to earnings growth
Colin Rusch, Oppenheimer, joins ‘Closing Bell’ to discuss Wolfspeed shares turning positive on the year. Source link
VIDEO AND TV
The big picture with Nvidia has not really changed, says BofA’s Arya
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivek Arya, Bank of America Securities semiconductor analyst, joins ‘The Exchange to discuss Nvidia, which reports earnings after the bell tomorrow. He also weighs in on Intel. 05:13 Tue, Aug 23 20221:57 PM EDT Source link
Bernstein’s Stacy Rasgon weighs in on semiconductor rally
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Closing Bell: Overtime Stacy Rasgon, Bernstein Research chip analyst, joins ‘Closing Bell: Overtime’ to discuss semiconductor stocks. 04:32 Fri, Sep 9 20225:20 PM EDT Source link
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
Watch CNBC’s full interview with Wells Fargo’s Ike Boruchow
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ike Boruchow, Wells Fargo Securities senior equity analyst, joins ‘Power Lunch’ to discuss why he now believes there’s a rebound in the retail sector, what he would be buying right now and more. 04:02 Thu, Oct 20 20223:00 PM EDT Source link
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
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
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
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
AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Matt Bryson of Wedbush Securities joins ‘TechCheck’ to discuss the swelling supply of semiconductors, bullish picks for the chip sector and the outlook for chip providers in gaming. 04:32 Tue, Dec 27 202212:08 PM EST Source link