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Nam Hyung Kim - 3 Richard Kramer Richard Kramer - 3 TSMC - 1 Masters - 1 Nam - 1 Sung Kyu Kim - 1 Kim - 1 — - 1
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Asia Pacific HBM3 HBM3E
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Arete Research - 10 Samsung - 2 SK Hynix - 2 Big Tech - 1 Nvidia - 1 South - 1 South Korean - 1 CNBC - 1

Search resuls for: "Arete Research"


20 mentions found


☆ Samsung or SK Hynix? One Nvidia supplier is the better AI play, the pros say
  + stars: | 2024-05-06 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Two stocks have dominated the memory chip market: Samsung and SK Hynix . SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. Nam Hyung Kim, partner at Arete Research, also prefers SK Hynix, giving it a buy rating and Samsung a neutral rating. "[But I] also anticipate a buying opportunity on SK Hynix once it is adjusted due to intensifying competition in HBM3E," said Kim.
Persons: TSMC, Masters, Nam Hyung Kim, Nam, Sung Kyu Kim, Kim, —, Sheila Chiang Organizations: Big Tech, Nvidia, Samsung, SK Hynix, South, South Korean, CNBC, SK Hynix Trent Masters, Alphinity Investment Management, Micron, SK Hynix's, Arete Research, Daiwa Locations: Asia, Pacific, HBM3, HBM3E
☆ AI has been driving the ads business for years already, says Richard Kramer
  + stars: | 2024-04-26 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI has been driving the ads business for years already, says Richard KramerRichard Kramer, Managing Partner at Arete Research, discusses earnings from Alphabet and Snap.
Persons: Richard Kramer Richard Kramer Organizations: Arete Research
☆ Key competitors to Baidu's cloud business are not Alibaba or Tencent: Analyst
  + stars: | 2024-03-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKey competitors to Baidu's cloud business are not Alibaba or Tencent: AnalystShawn Yang of Arete Research says that Baidu is "still doing better" than Alibaba or Tencent when it comes to AI development.
Persons: Shawn Yang, Arete, Baidu Organizations: Arete Research
☆ Adtech's $40 billion juggernaut The Trade Desk is about to face its biggest test yet
  + stars: | 2024-03-01 | by ( Lauren Johnson | Lara O'Reilly | Ryan Joe | ) www.businessinsider.com   time to read: +11 min
The new missionDeveloping and scaling this cookie replacement has become the new mission for The Trade Desk, one of adtech's greatest independent success stories. While many other adtech companies offered this service, The Trade Desk over the years proved it could do it better. The Trade DeskWith cookies disappearing, The Trade Desk is approaching its first big test. These deals are typically cut with major advertising agency holding companies and don't usually include adtech platforms like The Trade Desk. "These next 12 months for The Trade Desk are going to be difficult and not the experience that you're used to," this person said.
Persons: Jeff Green, Andrew Casale, Brian Wieser, Samantha Jacobs, hasn't, There's, Tom Triscari, It's, they're, Greg Doherty, Jeff, Green, Criteo, Megan Clarken, Dan Salmon, they've Organizations: Trade, Universal, Google, Business, Exchange, Company, BI, Disney, The Washington Post, Yahoo, Wall Street, Projects, CTV, CBS, The, Arete Research, Intelligence, Variety, Street Research
☆ We think SK Hynix will be one of the biggest beneficiaries of AI growth, analyst says
  + stars: | 2024-01-25 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe think SK Hynix will be one of the biggest beneficiaries of AI growth, analyst saysNam Hyung Kim, partner at Arete Research, says he has "no concern" about the South Korean memory chipmaker's underwhelming stock price after the release of its strong fourth-quarter earnings.
Persons: Nam Hyung Kim Organizations: SK Hynix, Arete Research
☆ It's a mistake to pick out one clear winner in the AI arms race, says Richard Kramer
  + stars: | 2023-11-27 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a mistake to pick out one clear winner in the AI arms race, says Richard KramerRichard Kramer, Managing Partner at Arete Research, discusses artificial intelligence following the one-year public anniversary of ChatGPT.
Persons: Richard Kramer Richard Kramer Organizations: Arete Research
☆ The scale of revenue growth needed at big tech companies is daunting, says Richard Kramer
  + stars: | 2023-10-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe scale of revenue growth needed at big tech companies is daunting, says Richard KramerRichard Kramer, Managing Partner at Arete Research, discusses the busy week of tech earnings on tap.
Persons: Richard Kramer Richard Kramer Organizations: Arete Research
☆ Arete: Most tech valuations are justified by the duration of earnings
  + stars: | 2023-08-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArete: Most tech valuations are justified by the duration of earningsRichard Kramer, Founder and Senior Analyst at Arete Research, discusses the key takeaways from tech results this earnings season.
Persons: Richard Kramer Organizations: Arete Research
☆ Samsung has a window to regain market share from TSMC: Analyst
  + stars: | 2023-07-10 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSamsung has a window to regain market share from TSMC: AnalystNam Hyung Kim of Arete Research discusses what Samsung needs to focus on to make gains on its competitors.
Persons: Nam Hyung Kim Organizations: Samsung, Arete Research
☆ Two tech watchers say the AI-fueled rally may still have room to run
  + stars: | 2023-06-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo tech watchers say the AI-fueled rally may still have room to runNancy Tengler, CEO and CIO of Laffer Tengler Investments, and Rocco Strauss, Partner at Arete Research, discuss tech's year-to-date rally.
Persons: Nancy Tengler, Rocco Strauss Organizations: Laffer, Investments, Arete Research
☆ YouTube's ad revenue dropped again — and it's not the only area where Google's once-unstoppable ad business is showing vulnerability
  + stars: | 2023-04-26 | by ( Lauren Johnson | Lara O'Reilly | Ryan Joe | ) www.businessinsider.com   time to read: +7 min
Besides YouTube's 2.6% first quarter ad revenue decline, Google is facing multiple challenges to its advertising business. While Google's search revenue was up about 2%, Microsoft is in the early stages of a big play to go after it. Matthew Bailey, principal analyst at research firm Omdia anticipates Google will post digital ad revenue growth at around 5% in 2023 and in 2024. Google's monolithic search ads business is starting to see real competitionMost of Google's ad revenue is driven by its ubiquitous search engine. But Amazon, which has a $31 billion ad business, and Walmart, which has a $2.7 billion ad business, grab roughly 80% of retail ad spend.
☆ From search to retail media, Google's vaunted ad business is showing signs of vulnerability it never had before
  + stars: | 2023-04-24 | by ( Lauren Johnson | Lara O'Reilly | Ryan Joe | ) www.businessinsider.com   time to read: +7 min
Google's monolithic search ads business is starting to see real competitionMost of Google's ad revenue is driven by its ubiquitous search engine. But neither pose the threat to Google's search dominance that ChatGPT-powered Bing does today, according to an agency source. But ChatGPT-Bing has a bigger opportunity to grab budgets earmarked for Google search because it will change the entire way consumers search for information. But Amazon, which has a $31 billion ad business, and Walmart, which has a $2.7 billion ad business, grab roughly 80% of retail ad spend. Morgan Stanley recently estimated that adtech firms are poised to win $26 billion out of a $130 billion retail media market by 2025.
☆ Expect Samsung to focus more on U.S. than China in terms of demand and supply, analyst says
  + stars: | 2023-04-06 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect Samsung to focus more on U.S. than China in terms of demand and supply, analyst saysNam Hyung Kim of Arete Research discusses how the company is managing U.S.-China tensions.
☆ Arete: Retail ads are still performing well on social media sites and in search, as brands tend to pull back in a recessionary environment
  + stars: | 2023-02-07 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArete: Retail ads are still performing well on social media sites and in search, as brands tend to pull back in a recessionary environmentRocco Strauss of Arete Research discusses Pinterest's latest results, and why he prefers the big dog in the social media and online ad market in Alphabet.
☆ Amazon stock hit hardest after tech earnings bonanza, despite misses by Apple and Alphabet
  + stars: | 2023-02-03 | by ( Annie Palmer | ) www.cnbc.com   time to read: +3 min
Its stock was hit harder than peers Apple and Alphabet , which also reported on Thursday evening. Shares of Apple were trading up about 4% on Friday morning while Alphabet was down about 1%. Amazon said it expects revenue of between $121 billion and $126 billion in the current quarter. Similarly, despite Alphabet's misses, analysts are bullish on its prospects for artificial intelligence and highlighted its strong core business. WATCH: Arete Research's Richard Kramer on the outlook for Apple, Amazon and Alphabet
☆ Meta's ad business is making a comeback thanks to its AI-powered improvements — but core Facebook is still struggling to get spend
  + stars: | 2023-01-12 | by ( Lauren Johnson | Lara O'Reilly | ) www.businessinsider.com   time to read: +4 min
They're now seeing improvements in performance, and are planning to devote bigger budgets to the platform this year. Those capabilities are finally showing up in Meta's ad offering. Another example is a recently-released feature called Advantage+ that uses Meta's AI to find relevant audiences for ads. Analysts at Arete research forecast a 6% decline in Facebook's annual ad revenue to $72.4 billion this year, though they also expect Instagram ad revenue will grow by 2% to $36 billion. Besides TikTok, Meta is now going head-to-head with Apple, and a host of new retail media and streaming TV ad businesses.
☆ Amazon's layoffs are nothing more than a rewind to last year
  + stars: | 2023-01-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon's layoffs are nothing more than a rewind back to where it was last yearRichard Kramer, Managing Partner at Arete Research, joins Worldwide Exchange to discuss layoffs from Amazon and other tech companies.
☆ From ads in video games, retail media, and cookieless tracking — experts predict these surging areas will drive ad industry M&A in 2023
  + stars: | 2022-12-20 | by ( Lara O'Reilly | ) www.businessinsider.com   time to read: +8 min
Despite an economic downturn, experts predict there will be plenty of advertising M&A in 2023. While that could include some and firesales, deals are expected in hot areas like retail media and CTV. Insider spoke to more than a dozen industry experts who dished on the trends that will drive advertising M&A next year. Companies in hot areas like performance marketing, retail media and CTV will buy others to build out their offeringsPerformance marketing, retail media, and the growth of connected TV advertising have been among the hottest trends for advertising companies and agencies in recent years. Areas like retail media and ad-supported streaming are on fire.
Organizations: & $
☆ The digital ad market will likely decline by 8% next year, says Arete Research's Rocco Strauss
  + stars: | 2022-11-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe digital ad market will likely decline by 8% next year, says Arete Research's Rocco StraussRocco Strauss, Internet Analyst and Partner at Arete Research, joins Worldwide Exchange to discuss the technology sector.
☆ Two market watchers discuss big tech's $250 billion market value loss
  + stars: | 2022-10-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo market watchers discuss big tech's $250 billion market value lossRocco Strauss, Senior Analyst at Arete Research, and Sarah Kunst, Managing Director at Cleo Capital, join Worldwide Exchange to discuss what's next for the tech sector following weaker-than-expected earnings.
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