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☆ Apple and Amazon set to report earnings this week: Here's what to expect
▼ + stars: | 2024-04-29 | 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 and Amazon set to report earnings this week: Here's what to expectRay Wang, Constellation Research founder and chairman, joins 'Squawk Box' to discuss the latest market trends, what to expect from earnings from Apple and Amazon this week, and more.

Persons: Ray Wang Organizations: Apple, Constellation Research

☆ Nvidia's GPU Technology Conference is 'the Davos of AI', says Constellation Research's Ray Wang
▼ + stars: | 2024-03-18 | 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 GPU Technology Conference is 'the Davos of AI', says Constellation Research's Ray WangRay Wang, Constellation Research principal analyst and founder, joins 'Squawk Box' to preview Nvidia's highly anticipated GPU technology conference today, what to expect from the tech giant, and more.

Persons: Ray Wang Ray Wang Organizations: Technology, Davos, Constellation Research

☆ Analyst weighs in on the possibility of TikTok being transferred to a U.S. company
▼ + stars: | 2024-03-15 | 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 EmailAnalyst weighs in on the possibility of TikTok being transferred to a U.S. companyRay Wang, principal analyst and founder of Constellation Research, says "it's a question of [whether China is] willing to let go of that, and more importantly, if TikTok is willing to let go of it."

Persons: Ray Wang, TikTok Organizations: Constellation Research Locations: U.S, China

☆ Diversify your AI plays — these are the best alternatives to Nvidia, fund managers say
▼ + stars: | 2024-03-06 | by ( Weizhen Tan | ) www.cnbc.com time to read: +5 min

Nvidia may have enjoyed a red-hot run on the back of the artificial intelligence craze, but many other tech stocks have also benefited. CNBC Pro speaks to fund managers to find out the best alternatives to Nvidia that investors can consider. ASML will also continue to benefit "because without ASML there's no TSMC, without TSMC there's no Nvidia," Cvetanovski said. Ray Wang, principal analyst and founder of Constellation Research, also named TSMC, saying that it "always wins." Super Micro Computer Meeks, who is co-chief investment officer at Harvest Portfolio Management, says Super Micro Computer is his favorite alternative AI stock to play right now.

Persons: Paul Meeks, Taiwan's TSMC, TSMC, Cvetanovski, ASML, Ray Wang, Vertiv, Meeks, astronomically, Wang, Meta —, Sam Altman's Organizations: Nvidia, Veteran, CNBC Pro, Tech, CNBC, Semiconductors, Sydney, Pella Funds Management, Generations Fund, Devices, Constellation Research, AMD, Portfolio Management, Microsoft, Big Tech, Cisco, Meta, Google Locations: Pella, United States

REUTERS/Dado Ruvic/File Photo Acquire Licensing RightsBENGALURU, Nov 9 (Reuters) - Wipro (WIPR.NS) may skip giving hikes to "top performers with higher compensation" in its largest business line in the upcoming round of salary revisions in December, according to an internal memo seen by Reuters. Wipro will prioritise employees with lower compensation among those eligible for a raise, Bandaru highlighted, adding that "top performers with higher compensation may not be covered in this cycle". Wipro, which had 244,707 employees as of Sept. 30, had already delayed its salary hike cycle. Some industry watchers said the move echoed a larger trend in the tech industry as it tried to address pay inequities among regions and cut payroll costs. While Infosys (INFY.NS) delayed giving hikes by two quarters, HCL (HCLT.NS) skipped hikes for managers.

Persons: Dado, Peter Bendor, Samuel, Ray Wang, Sai Ishwarbharath, Haripriya Suresh, Dhanya Skariachan Organizations: Wipro, REUTERS, Rights, Reuters, Employees, Wipro Enterprise, Everest Group, ”, Infosys, HCL, Thomson Locations: Bengaluru

☆ The tech IPO market is back and deal valuations are rising. Don't get fooled again
▼ + stars: | 2023-09-18 | by ( Mallika Mitra | ) www.cnbc.com time to read: +2 min

As tech startups test the IPO market again, they are pushing up their valuations. In upping IPO ranges, tech stocks are still coming out humbled by the post-2021 IPO market slump. Instacart and Klaviyo are both expected to make their debuts on the public market as soon as this week. Arm's jump of nearly 25% during its first trading day Thursday marked the end of a quiet two years for tech IPOs. "This has been the slowest IPO market in over a decade and we seem to be finally coming out of that."

Persons: Matt Kennedy, Ray Wang, Wang Organizations: Renaissance Capital, Constellation Research Locations: Silicon

☆ Demand growth in India is crucial for Apple to hit stock price of $200: Constellation Research
▼ + stars: | 2023-09-13 | 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 EmailDemand growth in India is crucial for Apple to hit stock price of $200: Constellation ResearchRay Wang of Constellation Research discusses Apple's Wonderlust event and his outlook for the company.

Persons: Ray Wang Organizations: Apple, Constellation, Constellation Research Locations: India

☆ A disturbing AI phenomenon could completely upend the internet as we know it
▼ + stars: | 2023-08-29 | by ( Aaron Mok | ) www.businessinsider.com time to read: +5 min

Generative AI could soon be trained on AI-generated content — and experts are raising the alarm. The new term comes as AI-generated content filled with errors continues to flood the internet. Other AI researchers have coined their own terms to describe the training method. Jathan Sadowski, a senior fellow at the Emerging Technologies Research Lab in Australia who researches AI, called this phenomenon "Habsburg AI," arguing that AI systems heavily trained on outputs of other generative AI tools can create "inbred mutant" responses that contain "exaggerated, grotesque features." These new terms come as AI-generated content has flooded the internet since OpenAI launched ChatGPT last November.

Persons: Jathan, paywalls, Ray Wang, Baji, Cohere, OpenAI, ChatGPT, It's, Gizmodo, Kai, Cheng Yang, OpenAI's chatbot, Yang Organizations: University of Oxford, University of Cambridge, Stanford, Rice, Emerging Technologies, Constellation Research, CNET, Microsoft, Ottawa Food Bank Locations: Australia, Ottawa

☆ The A.I. race is a game that requires deep pockets, analyst says
▼ + stars: | 2023-07-20 | 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 A.I. race is a game that requires deep pockets, analyst saysRay Wang of Constellation Research says the winners of the artificial intelligence race will be the companies with "a lot of data and deep pockets," such as U.S. tech giants Apple, Meta and Google.

Persons: Ray Wang Organizations: Constellation Research, Apple, Meta, Google

☆ Tesla is egregiously overvalued, says Roth Capital's Craig Irwin
▼ + stars: | 2023-07-03 | 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 EmailTesla is egregiously overvalued, says Roth Capital's Craig IrwinCraig Irwin, Roth Capital senior research analyst, and Ray Wang, Constellation Research principal analyst, joins 'Squawk Box' to discuss each analyst's thoughts on Tesla's stock, the type of investors who are long Tesla, and more.

Persons: Tesla, overvalued, Roth, Craig Irwin Craig Irwin, Ray Wang Organizations: Roth Capital, Constellation Research

☆ U.S. can help put in place a taxation agreement in Taiwan's chip sector, analyst says
▼ + stars: | 2023-04-06 | 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 EmailU.S. can help put in place a taxation agreement in Taiwan's chip sector, analyst saysRay Wang of Constellation Research says "the challenge is not to anger the South Koreans."

☆ Tesla vs. BYD: Market pros pick their favorite electric vehicle giant
▼ + stars: | 2023-03-17 | by ( Zavier Ong | ) www.cnbc.com time to read: +3 min

Tesla has long been an investor favorite for exposure to the electric vehicle transition, but not everyone is convinced. Berkshire Hathaway-backed BYD , for example, is often touted as a better bet than Tesla. BYD is so much ahead of Tesla in China ... it's almost ridiculous," Charlie Munger, vice-chairman of Berkshire Hathaway, said last month . "Long term, Tesla is not a car company and that's the difference. 'Take profit' in Tesla Wall Street veteran David Trainer has a more bearish view, however, as he urged investors to "take profit" in Tesla.

☆ Constellation's Ray Wang: Massive tech stock rebound will continue
▼ + stars: | 2023-02-06 | 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 EmailConstellation's Ray Wang: Massive tech stock rebound will continueRay Wang, principal analyst and founder at Silicon Valley-based Constellation Research, to discuss if this rebound in tech stocks will continue, whether laid-off tech workers are finding work, and more.

☆ Time to buy the tech rally? Wall Street pros weigh in with their top stock picks
▼ + stars: | 2023-02-06 | by ( Zavier Ong | ) www.cnbc.com time to read: +6 min

Investors are flocking back into tech, after shunning the sector for the better part of 2022 amid broad risk-off sentiment. The tech-heavy Nasdaq Composite has been the best-performing Wall Street index in 2023, having gained about 15.6% since the start of the year. This could be the rebound," Wang told CNBC's "Street Signs Asia" on Thursday. " Some 87% of analysts covering the stock rate it a "buy," according to FactSet data, and give it average upside of 10.3%. Christopher Crawford, managing partner at Crawford Fund Management, told CNBC's "Street Signs Asia" on Tuesday that his firm is overweight tech "for the first time in our 10-year history."

☆ Southwest Meltdown Shows Airlines Need Tighter Software Integration
▼ + stars: | 2023-01-02 | by ( Belle Lin | ) www.wsj.com time to read: +6 min

Southwest’s software wasn’t designed to solve problems of that scale, Chief Operating Officer Andrew Watterson said Thursday, forcing the airline to revert to manual scheduling. Unlike some large rivals with hub-and-spoke networks, Southwest planes hopscotch from city to city, which may have been another complicating factor. Mr. Alamzad said the most serious IT challenge airlines face stems from the applications developed in silos by vendors or the airlines themselves. Southwest recently completed an upgrade of its new reservation system and had been working through multiyear upgrades to systems used in its operations. Other carriers have given priority to upgrading customer-facing reservations platforms and flier loyalty programs over operations systems, Mr. Alamzad said.

☆ What will happen to the tech workforce in 2023?
▼ + stars: | 2022-12-27 | 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 EmailWhat will happen to the tech workforce in 2023? Ray Wang, principal analyst and founder of Constellation Research, joins CNBC's 'Squawk Box' to discuss whether there could be additional tech layoffs in 2023.

☆ Apple will 'take years' to diversify away from China, says Counterpoint Research
▼ + stars: | 2022-11-10 | by ( Sheila Chiang | ) www.cnbc.com time to read: +3 min

A display of iPhone 14 smartphones at the Apple Inc. Regent Street store in London, UK. Bloomberg | Bloomberg | Getty ImagesApple will take years to diversify from its Chinese factories, even as the country presses on with its zero Covid policy which is hurting iPhone production, according to Counterpoint Research's Jeff Fieldhack. "It will take years for Apple to diversify," the research director told CNBC's "Squawk Box Asia" Tuesday, explaining that Apple's latest iPhones will likely continue to be built in China for the next few years. In a statement on Sunday, Apple said that it temporarily reduced iPhone 14 production as its primary iPhone 14 Pro and iPhone 14 Pro Max assembly plant in Zhengzhou, China is operating at "significantly reduced capacity" due to Covid-19 restrictions. Apple has been diversifying its device assembly process away from China and opening factories in countries south of China, such as India and Vietnam.

☆ Research firm explains the bull case for Apple
▼ + stars: | 2022-11-08 | 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 EmailResearch firm explains the bull case for AppleRay Wang of Constellation Research says the company isn't completely dependent on hardware and has a wide services portfolio.

☆ CNBC Stock World Cup: Apple vs Samsung and JPMorgan vs Bank of America — who wins?
▼ + stars: | 2022-11-08 | 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 EmailCNBC Stock World Cup: Apple vs Samsung and JPMorgan vs Bank of America — who wins? As we head into the World Cup season, CNBC spoke to Ray Wang of Constellation Research on whether Apple or Samsung will give investors a better total return in the next 12 months. David Bahnsen of The Bahnsen Group also gives his take on who's will be the winner between JPMorgan and Bank of America. 02:55 a minute ago

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