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Erika Klauer - 2 what's - 1 behemoths - 1 Street's - 1 Gene Munster - 1 Sean Sun - 1 Paul Meeks - 1 Nancy Tengler - 1
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☆ After a rough third quarter, here's what to expect from technology stocks into the end of 2023
  + stars: | 2023-10-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
2023's surge in technology stocks fizzled in September as rising rates put a heavy dent in the artificial intelligence-fueled rally . Over the next few weeks, Deepwater Asset Management's Gene Munster is keeping an eye on September's consumer price index and nonfarm payrolls report ahead of the start of big technology earnings later in the month. "The good news is that this should right itself once the September quarter earnings come up." Sean Sun, a portfolio manager at Thornburg Investment Management, likened the earnings season to a "gut check" on AI beneficiaries. But these drawdowns could offer opportunities for long-term investors to snatch up technology bets at bargain prices, said Nancy Tengler.
Persons: what's, behemoths, Street's, Gene Munster, Erika Klauer, Sean Sun, Paul Meeks, Nancy Tengler, Meeks, Klauer Organizations: Nasdaq, Reserve, Enphase, Lucid, ASML, Netflix, Apple, Microsoft, Devices, Nvidia, Tech, Thornburg Investment Management, Laffer, Investments, ServiceNow, Adobe, Broadcom, Oracle, Meta, Jennison, AMD
☆ Watch CNBC's full interview with Solus' Dan Greenhaus, Wealth Enhancement Group's Nicole Webb and Jennison's Erika Klauer
  + stars: | 2023-07-10 | 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 EmailWatch CNBC's full interview with Solus' Dan Greenhaus, Wealth Enhancement Group's Nicole Webb and Jennison's Erika KlauerDan Greenhaus, Solus Alternative Asset Management chief strategist, Nicole Webb, senior vice president and financial advisor at Wealth Enhancement Group, and Erika Klauer, technology equity portfolio manager at Jennison Associates, join 'Closing Bell' to discuss the signs of instability in the market.
Persons: Solus, Dan Greenhaus, Nicole Webb, Jennison's Erika Klauer Dan Greenhaus, Erika Klauer Organizations: Asset Management, Jennison Associates
☆ Watch CNBC’s full post-market discussion with Cantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika Klauer
  + stars: | 2022-12-15 | 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 EmailWatch CNBC’s full post-market discussion with Cantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika KlauerCantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika Klauer join 'Closing Bell: Overtime' to discuss the markets after a busy week that featured a new CPI report and the Fed raising interest rates by 50bps.
☆ Watch CNBC’s full interview with Virtus' Joe Terranova, Jennison's Erika Klauer and OptionsPlay's Jessica Inskip
  + stars: | 2022-11-15 | 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 EmailWatch CNBC’s full interview with Virtus' Joe Terranova, Jennison's Erika Klauer and OptionsPlay's Jessica InskipVirtus' Joe Terranova, Jennison's Erika Klauer and OptionsPlay's Jessica Inskip join 'Closing Bell: Overtime' to discuss chasing strength in the market and investment plays in a volatile market.
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