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Top related persons:
Morgan - 2 Daniel Skelly - 2 Skelly - 2 — CNBC's Michael Bloom - 2 SBUX - 1 Laxman Narasimhan - 1 Narasimhan - 1 it's - 1
Top related locs:
U.S China
Top related orgs:
Morgan Stanley Wealth Management - 1 Broadcom - 1 Starbucks - 1 Morgan - 1 Devices - 1 Morgan Stanley Wealth Management . Investment - 1 AMD - 1 Intel - 1

Search resuls for: "Daniel Skelly"


2 mentions found


☆ This dividend strategy is swapping out a chip stock winner for Starbucks. Here's why
  + stars: | 2024-03-01 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Dividend-focused investors should look to switch out a hot chip stock for a slumping consumer play after the latest market rally, according to Morgan Stanley Wealth Management. Coffee chain Starbucks is joining the model portfolio, while red-hot Broadcom is on the way out. Starbucks has been battling rising labor costs in the U.S. and weak demand in China, a key international market. The addition of Starbucks helps bolster the consumer discretionary part of the Morgan Stanley Wealth Management model portfolio. The dividend yield for AVGO is 1.6% even after the company announced a dividend hike in December.
Persons: Morgan, Daniel Skelly, Skelly, SBUX, Laxman Narasimhan, Narasimhan, it's, — CNBC's Michael Bloom Organizations: Morgan Stanley Wealth Management, Broadcom, Starbucks, Morgan Locations: U.S, China
☆ Morgan Stanley Wealth Management adds this stock to its model portfolio because of A.I. opportunity
  + stars: | 2023-08-10 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +2 min
Chipmaker Advanced Micro Devices is an "emerging growth opportunity" in artificial intelligence, according to Morgan Stanley Wealth Management. Investment strategist Daniel Skelly said he added the chipmaker to the firm's equity model portfolio. He noted that AMD is "a leader in chip end markets with potential AI tailwinds." "We viewed AMD's 2Q23 print constructively as management indicated improving business conditions into the second half of the year," Skelly said. "With data center revenue growth troughing, we believe investors should look through to a 2024 inventory re-build that is supported by tailwinds from AI."
Persons: Morgan, Daniel Skelly, Skelly, — CNBC's Michael Bloom Organizations: Devices, Morgan Stanley Wealth Management . Investment, AMD, Intel
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