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☆ Seeing a dispersion of ad revenue growth this quarter, says Mark Mahaney
▼ + stars: | 2024-05-03 | 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 EmailSeeing a dispersion of ad revenue growth this quarter, says Mark MahaneyMark Mahaney, Head of Internet Research at Evercore ISI, discusses the digital ad market landscape.

Persons: Mark Mahaney Mark Mahaney Organizations: Internet Research, Evercore ISI

☆ Google's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-04-30 | 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 EmailGoogle's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.

Persons: Evercore, Mark Mahaney Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors

☆ Watch CNBC’s full interview with Evercore ISI's Mark Mahaney and Odyssey's Jason Snipe
▼ + stars: | 2024-04-30 | 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 EmailWatch CNBC’s full interview with Evercore ISI's Mark Mahaney and Odyssey's Jason SnipeMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.

Persons: Evercore ISI's Mark Mahaney, Jason Snipe Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors

☆ Watch CNBC's full interview with Adam Crisafulli and Mark Mahaney
▼ + stars: | 2024-04-18 | 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 Adam Crisafulli and Mark MahaneyAdam Crisafulli, Vital Knowledge founder, and Mark Mahaney, Evercore ISI head of internet research, join 'Closing Bell Overtime' to talk the day's market action and Netflix earnings.

Persons: Adam Crisafulli, Mark Mahaney Adam Crisafulli, Mark Mahaney Organizations: Vital Knowledge, Netflix

☆ Netflix's quarterly subs performance 'really impressive', says Evercore's Mark Mahaney
▼ + stars: | 2024-04-18 | 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 EmailNetflix's quarterly subs performance 'really impressive', says Evercore's Mark MahaneyAdam Crisafulli, Vital Knowledge founder, and Mark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk the day's market action and Netflix earnings.

Persons: Mark Mahaney Adam Crisafulli, Mark Mahaney Organizations: Vital Knowledge, Netflix

☆ Watch CNBC’s full interview with Evercore ISI’s Mark Mahaney
▼ + stars: | 2024-04-12 | 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 Evercore ISI’s Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk Box’ to discuss his bullish take on Amazon and more.

Persons: Evercore ISI’s Mark Mahaney Mark Mahaney

☆ Amazon is Evercore ISI's top internet pick, here’s why
▼ + 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 EmailAmazon is Evercore ISI's top internet pick, here’s whyMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk Box’ to discuss their bullish take on Amazon and more.

Persons: Mark Mahaney

☆ Buy these 5 tech stocks with upside, including these AI beneficiaries, analysts say
▼ + stars: | 2024-04-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

CNBC Pro combed through Wall Street research to find tech stocks to buy as the second quarter gets underway. They include Microsoft, Amazon, Pinterest, Alphabet and Nvidia. Alphabet Alphabet is lagging a number of its Big Tech peers, but the search giant is worth buying, according to Bank of America. Alphabet - Bank of America, buy rating "In 1Q'24, Alphabet stock has underperformed broader markets and peers. Microsoft - Jefferies, buy rating "While material revs are unlikely until late '24 into '25 and with Semis outperforming Software, investors should start positioning now.

Persons: OpenAI, Jefferies, Brent Thill, Thill, Justin Post, Mark Mahaney, Pinterest, Mahaney, Wells Fargo, …, GOOGL Organizations: Wall Street, CNBC, Microsoft, Nvidia, Big Tech, Bank of America, Post, Amazon, Jefferies, outperforming Software, ISI, Mizuho Locations: OpenAI, Wells, North America, China

☆ Meta trading at all-time high levels
▼ + stars: | 2024-04-05 | 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 EmailMeta trading at all-time high levelsMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk on the Street’ to discuss why Meta is one of their top internet picks, their take on Netflix, and more.

Persons: Mahaney, Squawk Organizations: Meta, Netflix

☆ Our top pick in the 'Fab 5' remains to be Amazon, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-04-01 | 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 EmailOur top pick in the 'Fab 5' remains to be Amazon, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Monday.

Persons: Evercore, Mark Mahaney Mark Mahaney

☆ AI Is Upending Google's Search Business. a Lady Gaga Query Shows How.
▼ + stars: | 2024-03-19 | by ( Kali Hays | Hugh Langley | ) www.businessinsider.com time to read: +16 min

Search versus SGESince December, Business Insider has plugged the same queries into Google's traditional search engine and its generative AI version to see how information is presented differently. Mark Mahaney, a top internet analyst at ISI Evercore, has been testing SGE alongside generative AI rivals like Perplexity and OpenAI's ChatGPT. Ray has spotted answers in SGE results that are not sourced from websites that rank in the top 100 positions for that query in traditional Search results. Neither query produced any sort of generative AI response — although a search for "common cold" did. They've already got billions of people using Chrome and using Google search," Shmulik told BI.

Persons: It's, Mark Mahaney, Mahaney, SGE, Adweek, Alan Antin, Google's SGE, Gaga's, Gaga, Tiffany, Kali Hays, Google's, Sundar Pichai, Lily Ray, Ray, Mark Shmulik, Bernstein, Susan Orlean, Evercore's Mahoney, we're, Bernstein's, Shmulik, he's, ChatGPT Organizations: Google, Business, Microsoft, Gartner, ISI, New York Magazine, BI, GitHub, LinkedIn, SGE, Bing Locations: SGE, OpenAI

☆ There's a lot of tailwinds for Netflix's ad-supported tier, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-03-13 | 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 EmailThere's a lot of tailwinds for Netflix's ad-supported tier, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell Overtime' to talk his latest not on Netflix and the impact of a TikTok ban.

Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Internet Research, Netflix

21 Saint Mary's led nearly the entire way to beat No. 17 Gonzaga 69-60 on Tuesday night and interrupt the Bulldogs' stranglehold on the West Coast Conference Tournament title. Also for Saint Mary's, Saxen produced a double-double despite battling foul trouble, and WCC player of the year Augustas Marciulionis scored 13 points. The game was close throughout — Saint Mary's largest lead was 11 points — but the Gaels managed to stay in front almost throughout. Saint Mary's now has won 23 of 25 games, and the Gaels ended Gonzaga's nine-game winning streak.

Persons: — Aidan Mahaney, Mitchell Saxen, Saint Mary's, Gonzaga, Mahaney, Saxen, Marciulionis, Anton Watson, Ryan Nembhard, Graham Ike, ___ Organizations: LAS VEGAS, West Coast, Bulldogs, NCAA, Gaels, Saint, AP Locations: — Saint Mary's, Saint

☆ Forget the Magnificent 7 — Top tech analyst Mahaney recommends the ‘Electric Eleven’
▼ + stars: | 2024-03-12 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

A new cohort of stocks may be emerging to steal the crown from the "Magnificent Seven," according to Evercore ISI. This basket of stocks includes several names from the Magnificent Seven — and could grow to bring in additional stocks, Mahaney said. Mahaney included Magnificent Seven members Amazon , Alphabet and Meta in his new Electric 11 lineup. On Monday , Morgan Stanley reiterated Meta at an overweight rating, while Goldman Sachs stood by its buy rating for Amazon. In February , Bank of America reiterated its buy rating on the name and lifted its price target to $91 from $78.

Persons: Mark Mahaney, Mahaney, Morgan Stanley, Meta, Goldman Sachs, Aaron Kessler, Uber Organizations: ISI, Seven, Research, Tesla, Meta, Amazon . Bank of America, Booking Holdings, Seaport Research, Bank of America Locations: China, Monday's

☆ Amazon joins Dow 30: Here's what investors should know
▼ + stars: | 2024-02-26 | 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 EmailAmazon joins Dow 30: Here's what investors should knowMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Amazon's stock performance, the company's rise to the Dow 30, what to make of the recent Big Tech rally, his top stock picks, and more.

Persons: Mark Mahaney Organizations: Dow, Big Tech

☆ Instacart having a personnel change this soon after IPO a 'shock', says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-02-13 | 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 EmailInstacart having a personnel change this soon after IPO a 'shock', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk Instacart, Airbnb, and Lyft earnings.

Persons: Evercore, Mark Mahaney Mark Mahaney

☆ Amazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-02-07 | 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 EmailAmazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Snap's quarterly earnings results, Big Tech stocks' bull run, which tech company he likes the most, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech

☆ Snap begins a new round of layoffs with staffers expecting more next week
▼ + stars: | 2024-02-03 | by ( Kali Hays | ) www.businessinsider.com time to read: +3 min

The Snapchat company let go of several dozen staffers on Friday, according to two people familiar with the company. Many Snap employees took the memo as a hint that more company changes were coming. Staffers have been "on pins and needles" about layoffs in recent weeks, according to one of the people familiar with the company. In September, Snap let go of about 150 people after shutting down a short-lived division for creating augmented reality tools for businesses. Evercore senior managing director Mark Mahaney said in mid-January that "Snap has yet to snap back."

Persons: Evan Spiegel, Spiegel, It's, Jerry Hunter, Hunter, Snap's, Nima Khajehnouri, Bernstein, Evercore, Mark Mahaney Organizations: Business, Meta, Block, PayPal

☆ Amazon cloud unit speeds up revenue growth as clients adopt AI services
▼ + stars: | 2024-02-01 | by ( Jordan Novet | ) www.cnbc.com time to read: +2 min

Amazon Web Services CEO Adam Selipsky speaks at the CERAWeek by S&P Global conference in Houston, Texas, on March 7, 2023. Amazon said on Thursday that its cloud division grew revenue 13% year over year in the fourth quarter, exactly in line with analysts' projections. The company pointed to growing traction in cloud services for artificial intelligence. Revenue from Azure and other cloud services at Microsoft rose 30%, and Alphabet's Google Cloud revenue, which includes Google Workspace productivity software subscriptions, increased about 26%. The Amazon cloud group turned over $7.17 billion in operating income.

Persons: Adam Selipsky, Amazon, StreetAccount, Brian Olsavsky, Jensen Huang, Huang, Mark Mahaney Organizations: Amazon Web, P Global, AWS, Microsoft, Google, Nvidia, Accor, Mitsubishi UFJ Financial Locations: Houston , Texas, Las Vegas, Accor S.A

☆ Netflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark Mahaney
▼ + stars: | 2024-01-23 | 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 EmailNetflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell: Overtime' to discuss Netflix earnings as shares surge after reporting.

Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Netflix, Internet Research

☆ Netflix is preparing investors and users for more price hikes in 2024
▼ + stars: | 2024-01-23 | by ( Alex Sherman | ) www.cnbc.com time to read: +2 min

Netflix announced earlier this month it has 23 million monthly active users on its advertising tier. That may be 12 to 15 million paying subscribers, estimated Evercore ISI analyst Mark Mahaney. The takeaway for Netflix executives may be that most of its audience is content with paying what Netflix is charging. With more content, Netflix may have leverage to convince its users that they should pay more money. Netflix didn't announce a price hike in its quarterly letter or say when one is coming.

Persons: we'll, Mark Mahaney, It's, Netflix didn't Organizations: Netflix, Raw, Disney, ESPN Locations: Krakow, Poland, U.S

☆ Evercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stock
▼ + 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 EmailEvercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stockMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss a Q4 preview of internet stocks, which companies he sees the most upside to estimates, and more.

Persons: Mark Mahaney, Mahaney Organizations: Google

☆ Uber's inclusion in S&P shows company is 'turning a corner,' says Mark Mahaney
▼ + stars: | 2023-12-04 | 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 EmailUber's inclusion in S&P shows company is 'turning a corner,' says Mark MahaneyMark Mahaney, Evercore ISI, joins 'Squawk on the Street' to discuss how Mahaney thinks about Uber's index inclusion to the S&P 500, Uber's current valuation, and the job cuts at Spotify.

Persons: Mark Mahaney Mark Mahaney Organizations: ISI, Spotify

☆ Evercore ISI's Mark Mahaney explains why he upgraded Expedia for the first time in a decade
▼ + stars: | 2023-11-21 | 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 EmailEvercore ISI's Mark Mahaney explains why he upgraded Expedia for the first time in a decadeMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends, why he upgraded Expedia for the first time in a decade, the impact of A.I. on tech mega-cap stocks, and more.

Persons: Mark Mahaney

Roth MKM downgraded the company to neutral from buy and cut its price target by $9 to $2. Janney, meanwhile, downgraded ChargePoint and assigned a price target of $5, which implies roughly 59% potential upside. Stifel, on the other hand, kept its buy rating and $10 price target based on its long-term view of the stock. Analyst Joseph Moore upgraded the semiconductor manufacturer to overweight from equal weight and upped his price target on the stock by $49 to $225. Kumar has an overweight rating on the stock and a price target of $620, implying upside of 25%.

Persons: Morgan Stanley, Piper Sandler, Roth MKM, Janney, Roth, Craig Irwin, — Pia Singh, Tyler Radke, Radke, Mark Mahaney, Mahaney, Airbnb, Joseph Moore, Moore, Harsh Kumar, Kumar, Fred Imbert Organizations: CNBC, EV, Citi, Communications, Microsoft, ISI, Nvidia Locations: Thursday's, North America, Europe, 2Q24 —, U.S

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