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Search resuls for: "Ben Reitzes"


22 mentions found


☆ Analyst says buying Nvidia is 'no brainer' as tech companies 'spend like crazy' in AI race
  + stars: | 2024-04-29 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Nvidia is proving itself a key beneficiary as technology companies "spend like crazy" to take advantage of artificial intelligence, according to Melius Research. "Sometimes a no brainer is a no brainer," analyst Ben Reitzes wrote on Monday. Reitzes' bullish take is tied to how aggressively he says technology companies and fellow chipmakers are pursuing artificial general intelligence, or artificial intelligence most closely akin to human reconnaissance. Nvidia will remain an essential piece of any tech firm's AI pursuits, he said. NVDA YTD mountain Nvidia stock.
Persons: Ben Reitzes, Reitzes, Blackwell, Nvidia's Blackwell, — CNBC's Michael Bloom Organizations: Nvidia, Research, Microsoft
☆ Ben Reitzes shares the bull case for Intel following quarterly results
  + stars: | 2024-04-26 | 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 EmailBen Reitzes shares the bull case for Intel following quarterly resultsBen Reitzes, Melius Research, joins 'Fast Money' to talk the bull case for Intel after the company reported weaker-than-expected demand.
Persons: Ben Reitzes Organizations: Intel
☆ Apple's franchise is very strong, speculation about its demise is 'overblown': Melius' Ben Reitzes
  + stars: | 2024-04-12 | 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 EmailApple's franchise is very strong, speculation about its demise is 'overblown': Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to talk Apple's recent performance, the state of the chip market and more.
Persons: Ben Reitzes Ben Reitzes
☆ Apple's bad quarter and what history says will happen next
  + stars: | 2024-03-28 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Apple is wrapping up a rough quarter, but history and Wall Street analysis show there is reason to expect a bounce ahead. Apple shares have typically risen following a quarter that ends down at least 10%, according to CNBC Pro data. 'Best bought on weakness' Despite the tough period, Wall Street sees reason for optimism ahead. Apple "is a stock best bought on weakness in general as they probably have the best, or one of the best management teams in the world," Mahoney said. In the median quarter following the losing one, shares jumped more than 14%.
Persons: jitters, Ken Mahoney, Apple, Mahoney, Ben Reitzes, Reitzes, Nicolas Cote, Colisson, Fred Imbert Organizations: Nasdaq, Apple, CNBC Pro, U.S . Department of Justice, Research, Vision, Mahoney Asset, Justice Department, HSBC Locations: China, C1H24
☆ Apple should have a new app store with AI by June, says Melius Research's Ben Reitzes
  + stars: | 2024-03-25 | 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 EmailApple should have a new app store with AI by June, says Melius Research's Ben ReitzesBen Reitzes, head of technology research at Melius Research, joins 'Squawk on the Street' to discuss Apple's culture, when there will be clarity on the endgame for Apple, and what could distract Apple leadership from their core mission.
Persons: Melius Research's Ben Reitzes Ben Reitzes Organizations: Melius Research, Apple
☆ Your complete investing guide to 'AI Woodstock' next week: 3 buys ahead of the event
  + stars: | 2024-03-15 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
The hottest artificial intelligence event of the year kicks off next week, setting the stage for key AI players to see sharp moves. Nvidia's GTC Conference, dubbed "AI Woodstock" by Bank of America, offers an opportunity for the company to showcase its latest AI chip innovations and future vision as it labors to maintain its dominance in the field. The product is expected to offer a slew of "architectural innovations" and better performance than Nvidia's flagship H100 chip, wrote New Street's Pierre Ferragu. According to Wedbush's Matt Bryson, the new chip could benefit the liquid cooling industry that may fuel power-hungry data centers. "As such, we believe any system NVDA announces that includes liquid cooling technology could effectively dictate the path of liquid cooling moving forwards and thereby determining winners and losers in the server and cooling space," Bryson said.
Persons: Cantor Fitzgerald's C.J, Bank of America's Arya, Muse, Arya, Pierre Ferragu, Blackwell, Matt Bryson, Nvidia hasn't, Bryson, He's, Ferragu, Hans Mosesmann, Bernstein's Stacy Rasgon, Melius Research's Ben Reitzes Organizations: Bank of America, NVIDIA, Nvidia, Bank of America's, Blackwell, Devices, AMD, Intel, Micron, Broadcom, PHLX Semiconductor, Oracle Locations: San Jose , California
☆ Melius' Ben Reitzes on why AMD could be an 'Nvidia-mini'
  + stars: | 2024-03-08 | 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 EmailMelius' Ben Reitzes on why AMD could be an 'Nvidia-mini'Ben Reitzes, Melius Head of Technology Research, joins 'Closing Bell Overtime' to discuss the semiconductor space and his latest note on why AMD could be an 'Nvidia-mini'.
Persons: Ben Reitzes Organizations: AMD, Nvidia, Technology Research
☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
  + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.
Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China
☆ Dell's financial acumen is 'really impressive', says Melius' Ben Reitzes
  + stars: | 2024-03-01 | 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 EmailDell's financial acumen is 'really impressive', says Melius' Ben ReitzesBen Reitzes, Melius Research, joins 'Fast Money' to talk Dell and if an AI play is possible.
Persons: Melius, Ben Reitzes Ben Reitzes
☆ Palo Alto rises while Alphabet sinks — plus the latest on Wells Fargo, Broadcom and Apple
  + stars: | 2024-02-26 | by ( Jeff Marks | ) www.cnbc.com   time to read: +4 min
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Wells Fargo speaks: Shares of Wells Fargo made a new 52-week high earlier before giving back its gains as part of the broader market dip. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Stocks, OpenAI's, Ben Reitzes, Wells Fargo, Wells, Michael Santomassimo, Santomassimo, Cramer, that's, we'll, Decker, Jim, Jim Cramer's, Sundar Pichai, David Paul Morris Organizations: CNBC, Palo Alto Networks, UnitedHealth, Healthcare, Melius Research, Microsoft, Nvidia, UBS Financial Services Conference, Broadcom, VMware, KKR, Home, Stanley Black, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: Palo, Melius, Wells Fargo, Sun Valley , Idaho
☆ Nvidia faces stiff test on Wall Street this week after 'parabolic' stock rally
  + stars: | 2024-02-20 | by ( Kif Leswing | ) www.cnbc.com   time to read: +5 min
Jensen Huang, CEO of Nvidia, arrives for the Inaugural AI Insight Forum in the Russell Building on Capitol Hill on Sept. 13, 2023. Nvidia's stock price has soared fivefold since the end of 2022, as demand has skyrocketed for its graphics processing units that sit at the heart of the artificial intelligence boom. Nvidia's chips, such as the H100, are used by AI developers to create cutting-edge models like the ones OpenAI used to develop ChatGPT. The company's market cap climbed to about $1.8 trillion last week, surpassing Alphabet and Amazon and now trailing only Microsoft and Apple . "NVDA's stock appreciation has been parabolic," analysts at Bank of America wrote in a report Thursday.
Persons: Jensen Huang, Davidson, Gil Luria, Luria, Thomas O'Malley, O'Malley, There's, Ben Reitzes Organizations: Nvidia, Investors, Microsoft, Apple, Bank of America, Google, Barclays, Taiwan Semiconductor Manufacturing Company, Melius Locations: FactSet
☆ Expecting more sell-offs? These low-volatility fortresses can defend your portfolio and grow
  + stars: | 2024-02-13 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Tuesday's inflation data sent the broader market reeling, making stable stocks more attractive for investors worried about further losses. Because of this, CNBC Pro screened for low-volatility, fortress-like names that can perform well if the drawdown continues. She pointed to growth of a media business as something that could help Costco win market share and create a better margin profile. While more than three out of every five analysts polled by FactSet has a buy rating on the stock, the typical price target reflects shares pulling back by 1.5%. The average price target reflects the likelihood for more rallying ahead with an upside of nearly 15%.
Persons: Strong, Berkshire Hathaway, Warren Buffett, Tesla, Richard Galanti, Gary Millerchip, Goldman Sachs, Kate McShane, McShane, FactSet, Ben Reitzes Organizations: Federal Reserve, Treasury, CNBC Pro, Berkshire, Berkshire Hathaway, Costco, Kroger, Microsoft, Big Technology, Melius
☆ Google's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben Reitzes
  + stars: | 2024-02-08 | 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 EmailGoogle's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben ReitzesBen Reitzes, Melius Research Head of Technology Research, joins 'Fast Money' to talk Google's revamped AI chatbot and what it means for the company and AI landscape.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Technology Research
☆ Tim Cook's language hints AI strategy is coming: Melius' Ben Reitzes
  + stars: | 2024-02-01 | 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 EmailTim Cook's language hints AI strategy is coming: Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Power Lunch' to discuss how Apple will eventually become an AI company, the iPhone sales issues, and more
Persons: Tim, Ben Reitzes Ben Reitzes Organizations: Apple
☆ It's a good time to be in the 'picks and shovels' of AI, says Melius' Ben Reitzes
  + stars: | 2024-01-19 | 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 good time to be in the 'picks and shovels' of AI, says Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to talk the markets' record day led by Big Tech and what the AI investing paybook for 2024 looks like.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Big Tech
☆ Microsoft brings Copilot AI assistant to small businesses and launches a premium tier for individuals
  + stars: | 2024-01-15 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Microsoft said on Tuesday that small businesses can now subscribe to its Copilot virtual assistant in the company's productivity apps. And consumers who pay for the Microsoft 365 software can sign up for a new paid version of Copilot. But those who pay for Microsoft 365 Personal and Family subscriptions haven't been able to use it in Word, Excel, Outlook and other apps. Those with Copilot Pro receive "priority access to the very latest models — starting today with OpenAI's GPT-4 Turbo," Mehdi wrote. "Whether you need advanced help with writing, coding, designing, researching or learning, Copilot Pro brings greater performance, productivity and creativity," Mehdi wrote.
Persons: chatbot, Satya Nadella, Nadella, Yusuf Mehdi, Microsoft's, haven't, OpenAI's, Mehdi, Melius, Ben Reitzes Organizations: Microsoft, Investors, Google, Apple, Microsoft's Ignite, Windows, Bing, Copilot Locations: Seattle, copilot.microsoft.com
☆ Revenue is 'everything right now' for Apple, says Melius' Ben Reitzes
  + stars: | 2023-10-30 | 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 EmailRevenue is 'everything right now' for Apple, says Melius' Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Closing Bell Overtime' to talk today's Apple event and what the company needs to show to improve stock performance.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Revenue, Apple
☆ Analysts say growth concerns and increased competition in China are weighing on Apple stock
  + stars: | 2023-10-18 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
A pullback in Apple stock can largely be attributed to a potential fourth-straight quarter of declining revenue expected to be reported early next month, in addition to increased competition in China, according to analysts. Given its $2.7 trillion market capitalization, Apple is the largest company in the U.S. and thus a stock market bellwether. AAPL 5D mountain Apple stock. Nispel also pointed to headwinds in China stemming from increased competition from Huawei as being a potential drag on the stock recently. Reitzes also pointed to concerns about the China business as well as geopolitical issues weighing on the broader market as headwinds afflicting Apple.
Persons: Tim Cook, Brandon Nispel, they've, Nispel, Ben Reitzes, Reitzes, Huawei's, David Vogt, Apple, They're, CNBC's Michael Bloom Organizations: Apple, KeyBanc, Huawei, Jefferies, Wall, UBS Locations: China, U.S
☆ ‘Dare we say Nvidia is now cheap' analyst delivers bull case with stock at all-time highs
  + stars: | 2023-08-30 | 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 Email‘Dare we say Nvidia is now cheap' analyst delivers bull case with stock at all-time highsBen Reitzes, Melius Research Head of Technology Research, joins 'Fast Money' to talk the bull case for Nvidia and why he says the stock is still cheap.
Persons: Ben Reitzes Organizations: Nvidia, Technology Research
☆ Nvidia shares are still cheap even after hitting an all-time high, says Melius Research
  + stars: | 2023-08-30 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Nvidia shares just closed at a record-high — and there's more momentum ahead, according to Melius Research. Well not after F2Q24 revisions, and especially not when you adjust for growth," Reitzes said. According to the analyst, Nvidia is currently trading at a cheaper valuation than shares of Alphabet, Microsoft and Apple, based on enterprise value-to-sales ratios. Reitzes has a buy rating on Nvidia shares. Shares inched down 0.4% Wednesday premarket, after rising more than 4% the prior trading session to a record close.
Persons: Ben Reitzes, Reitzes, — CNBC's Michael Bloom Organizations: Nvidia, Research, Microsoft, Apple
☆ Nvidia's print could be the most important earnings event of the year, says Melius' Ben Reitzes
  + stars: | 2023-08-21 | 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 EmailNvidia's print could be the most important earnings event of the year, says Melius' Ben ReitzesBen Reitzes, Melius Research Managing Director, joins 'Closing Bell Overtime' to talk Nvidia's upcoming quarterly earnings report and why it could be a major event.
Persons: Melius, Ben Reitzes Ben Reitzes
☆ Melius' Ben Reitzes is bullish on all the 'Magnificent Seven' except Google
  + stars: | 2023-07-17 | 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 EmailMelius' Ben Reitzes is bullish on all the 'Magnificent Seven' except GoogleBen Reitzes, Melius research tech analyst, joins 'Power Lunch' to discuss cloud tech and the case for the 'Magnificent Seven'.
Persons: Ben Reitzes
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