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Search resuls for: "Matt Bryson"


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☆ Nvidia isn't crazy expensive from a multiple perspective, says Wedbush's Matt Bryson
  + 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 EmailNvidia isn't crazy expensive from a multiple perspective, says Wedbush's Matt BrysonMatt Bryson, Wedbush Securities SVP of equity research, joins 'Squawk on the Street' to discuss how much Nvidia will profit from peer AI spending, how to model Nvidia's growth prospects, and more.
Persons: Matt Bryson Matt Bryson Organizations: Nvidia, Wedbush Securities
☆ Wedbush's Matt Bryson talks the AI chip space
  + 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 EmailWedbush's Matt Bryson talks the AI chip spaceMatt Bryson, Wedbush Enterprise Hardware Analyst, joins 'Closing Bell Overtime' to talks the AI chipmakers including Nvidia and recent comments from CEO Jensen Huang.
Persons: Matt Bryson, Jensen Huang Organizations: Enterprise, Nvidia
☆ Nvidia is king of the AI hill, says Wedbush's Matt Bryson
  + stars: | 2024-04-09 | 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 EmailNvidia is king of the AI hill, says Wedbush's Matt BrysonMatt Bryson, Wedbush Securities senior VP of equity research, joins 'Power Lunch' to discuss the chip wars among the big semiconductor companies and Intel's newest AI chip.
Persons: Matt Bryson Matt Bryson Organizations: Nvidia, Wedbush Securities
☆ TSMC needs to 'build out' its supply chain in the U.S., investment firm says
  + stars: | 2024-04-09 | 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 EmailTSMC needs to 'build out' its supply chain in the U.S., investment firm saysMatt Bryson of Wedbush Securities discusses the outlook for the Taiwanese chip giant.
Persons: Matt Bryson Organizations: Wedbush Securities Locations: U.S
☆ Here are some of Wall Street’s top derivative plays following Nvidia's latest chip launch
  + stars: | 2024-03-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Shares of the chip giant pulled back about 2% during Tuesday's session, after announcing its latest AI chips . While Nvidia's latest announcements solidify the company's AI leadership, Wall Street anticipates some positive tailwinds for a slew of derivative players. Semiconductor derivative plays Nvidia's latest announcements could pose some major tailwinds for companies operating within the chipmaker's ecosystem. Liquid cooling The liquid cooling industry may also benefit as Nvidia harnesses the technology to cool the 72 Blackwell GPUs in its new server rack system, known as GB200 NVL72. "We believe built-in liquid cooling capabilities in addition to the power density of the system should be a positive for VRT's liquid cooling and power management businesses," he wrote.
Persons: Harlan Sur, Blackwell, Rosenblatt, Hans Mosesmann, Goldman Sachs, Toshiya Hari, Matt Bryson, Laura Chen, Oppenheimer, Rick Schafer, Amit Daryanani, Vertiv, Headwinds, Nvidia's Blackwell, Hari Organizations: Nvidia, NVIDIA, Micron Technology, MU, Micron, Taiwan Semiconductor, Wall, Marvell Technology, Blackwell, Micro Computer, Mosesmann, Devices, AMD, Data, Intel Locations: America
☆ Nvidia is kicking off its big AI event at a sports arena. Here's how to watch.
  + stars: | 2024-03-18 | by ( Grace Eliza Goodwin | ) www.businessinsider.com   time to read: +2 min
Nvidia CEO Jensen Huang is kicking off the "Woodstock of AI" in a keynote speech Monday. Analysts predict Nvidia will reveal new graphics processing chips that could transform the AI industry. AdvertisementNvidia is kicking of its massive AI event at a California sports arena on Monday. The event has been dubbed the "Woodstock of AI" and Nvidia CEO Jensen Huang is its rockstar headliner. The hype surrounding Huang's speech, and what he will reveal about the future of AI technology, is enormous.
Persons: Jensen Huang, —, Jensen, hough, ike C, penAI's Organizations: Nvidia, Service, rockstar, GPU Technology Conference, Wall Locations: Woodstock, California, San
☆ Jensen Huang is about to give AI believers a glimpse of the future
  + stars: | 2024-03-17 | by ( Hasan Chowdhury | ) www.businessinsider.com   time to read: +4 min
Read previewThere's a running gag that Jensen Huang is to AI fanboys what Taylor Swift is to Swifties. Nvidia's GTC event, starting on Monday, should answer that. AdvertisementMatt Bryson, an analyst at Wedbush, expects Nvidia to lift the lid on the B100, the next-generation version of its H100 GPU. Can AI models eventually reason? Of course, industry watchers will look for any sign that the Nvidia and AI mania might be about to slow down.
Persons: —, Jensen Huang, Taylor Swift, Sam Altman, Mark Zuckerberg, hasn't, Bojan Tunguz, Huang, Matt Bryson, Blackwell, It'll, Zuckerberg, he'll, JOSH EDELSON, Brad Lightcap, Arthur Mensch, Christian Szegedy, Elon Musk's, Aidan Gomez, Stanford's Fei, Fei Li, Wedbush's Bryson Organizations: Service, Nvidia, GPU Technology Conference, Business, Apple, Tech, Meta, Microsoft, Google, AMD Locations: San, Woodstock
☆ 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
☆ Super Micro needs to figure out a differentiator, says Wedbush's Matt Bryson
  + stars: | 2024-03-04 | 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 EmailSuper Micro needs to figure out a differentiator, says Wedbush's Matt BrysonMatt Bryson, Wedbush enterprise hardware analyst, joins 'Closing Bell Overtime' to talk SuperMicro's super run and if its valuation is reflective of the company's offerings.
Persons: Matt Bryson Matt Bryson
☆ 'People didn't see it coming': What to know about this hot AI stock up nearly 800% in the past year
  + stars: | 2024-03-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Here's a breakdown of how Super Micro got to this point, and where investors and analysts expect it to go. What to know about Super Micro Computer Creating servers isn't a new objective for the California-based company. Other shareholders such as Vendig have opted to take a breather on buying shares until the next earnings call. Those headwinds may not hit until 2025 but could hurt the stock if Super Micro fails to differentiate itself. "Super Micro was in the right place at the right time when generative AI took off, there really wasn't a competitor," he said.
Persons: hasn't, Paul Meeks, Brian Vendig, we've, Shreya Gheewala, Matt Bryson, Sylvia Jablonski, Jablonski, Vendig, Wedbush's Bryson Organizations: Nvidia, Devices, Computer, Management, MJP Wealth, AMD, Intel, Wedbush Securities, Micro, Super Micro, Super Locations: California
☆ Nvidia just showed the world it's the AI daddy
  + stars: | 2024-02-22 | by ( Hasan Chowdhury | George Glover | ) www.businessinsider.com   time to read: +5 min
AdvertisementIt sure seems like Nvidia is everyone's AI daddy right now. But in case anyone needed another reminder of who the AI daddy is, Nvidia delivered it on Wednesday. Nvidia stock surged as much as 14% in premarket trading Thursday. There are a few reasons why Nvidia has become indispensable to tech firms trying to take advantage of the AI gold rush. Expect Nvidia to remain the AI daddy for the foreseeable future.
Persons: Jensen Huang, Mark Zuckerberg, Huang, Goldman Sachs, Lisa Su, Matt Bryson, Bryson, OpenAI's Sam Altman, SoftBank's, Kathleen Brooks, XTB Organizations: Nvidia, Microsoft, Meta, Reuters, Huawei, Technology, AMD Locations: Santa Clara, China
☆ AI in the data center will continue to grow, says Wedbush's Matt Bryson
  + stars: | 2024-02-14 | 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 EmailAI in the data center will continue to grow, says Wedbush's Matt BrysonMatt Bryson, senior vice president at Wedbush Securities, and CNBC's Kristina Partsinevelos join 'Power Lunch' to discuss under-the-radar chip stocks, how AI will impact the sector, and more.
Persons: Matt Bryson Matt Bryson, CNBC's Kristina Partsinevelos Organizations: Wedbush Securities
☆ Nvidia is still the clear winner when it comes to AI chips, says Matt Bryson
  + stars: | 2023-11-29 | 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 EmailNvidia is still the clear winner when it comes to AI chips, says Matt BrysonMatt Bryson, Senior Equity Research Vice President at Webush Securities, discusses the best-positioned chip companies for the AI arms race.
Persons: Matt Bryson Matt Bryson Organizations: Nvidia, Equity Research, Webush Securities
☆ Nvidia to report Q3 results: Here's what you need to know
  + 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 EmailNvidia to report Q3 results: Here's what you need to knowMatt Bryson, Wedbush SVP of Equity Research, joins 'Power Lunch' to discuss Nvidia as the company is set to report earnings after the bell.
Persons: Matt Bryson Organizations: Nvidia, Equity Research Locations: Wedbush
☆ AMD gives soft fourth-quarter guidance, but expects to sell $2 billion of AI chips next year
  + stars: | 2023-10-31 | by ( Kif Leswing | ) www.cnbc.com   time to read: +3 min
AMD Chair and CEO Lisa Su speaks at the AMD Keynote address during the Consumer Electronics Show (CES) on January 4, 2023 in Las Vegas, Nevada. AMD reported third-quarter earnings on Tuesday that beat analyst expectations, though the chipmaker issued a weaker-than-expected forecast. AMD said its forthcoming AI chips, the MI300A and MI300X, are "on track" for volume production in the current quarter. Data center, which includes AMD's server processors and AI chips called GPUs, reported $1.6 billion in sales, flat from a year earlier. On the call, Su also mentioned recent AI acquisitions and improvements in the company's AI software suite.
Persons: Lisa Su, Su, Matt Bryson Organizations: AMD, Consumer Electronics, Nvidia, Revenue, Intel Locations: Las Vegas , Nevada
☆ Wedbush's Matt Bryson reacts to AMD's Q3 earnings as stock slips on lower-than-expected guidance
  + stars: | 2023-10-31 | 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 EmailWedbush's Matt Bryson reacts to AMD's Q3 earnings as stock slips on lower-than-expected guidanceMatt Bryson, Wedbush SVP of Equity Research, joins 'Closing Bell Overtime' to talk AMD quarterly earnings.
Persons: Matt Bryson Organizations: Equity Research Locations: Wedbush
☆ Is Arm Holdings a smart way to play the booming AI market? Experts break down 2023's biggest IPO, and why you should invest with caution.
  + stars: | 2023-09-14 | by ( Mark Reeth | ) www.businessinsider.com   time to read: +9 min
Arm Holdings, the British semiconductor and software maker, is set to go public on Thursday in the biggest initial public offering of 2023. This isn't the first time Arm shares have been available to the public. In its F-1 filing to go public, Arm said its CPUs "run the vast majority of the world's software." That would make Arm stock impressively expensive compared to peers in the tech sector. That said, while Arm shares are looking expensive today, if the company lives up to its high expectations, then the price begins to look more reasonable.
Persons: SoftBank, Arm, it's, Seth Farbman, ARM's, Farbman, Matt Bryson, he's, Bryson, Peter C, Earle, We've, It's Organizations: Arm Holdings, Bank of America, SoftBank, Taiwan Semiconductor Manufacturing, Nvidia, ARM, Apple, Google, AMD, Samsung, VStock, Intel, Wedbush Securities, American Institute for Economic Research, IPOs, China Arm's Locations: China
☆ AMD needs to deliver on A.I. in the next few quarters, says Wedbush's Matt Bryson
  + stars: | 2023-08-01 | 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 EmailAMD needs to deliver on A.I. in the next few quarters, says Wedbush's Matt BrysonMatt Bryson, Wedbush analyst, joins 'Closing Bell Overtime' to talk AMD earnings, the upcoming investor call, and more.
Persons: Matt Bryson Matt Bryson Organizations: AMD
☆ Intel jumps 6% after hours as earnings return to profitability after two quarters of losses
  + stars: | 2023-07-27 | 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 EmailIntel jumps 6% after hours as earnings return to profitability after two quarters of lossesMatt Bryson, Wedbush Securities, joins 'Closing Bell: Overtime' to discuss Intel earnings and his hold rating for the stock.
Persons: Matt Bryson Organizations: Intel, Wedbush Securities Locations: Wedbush
☆ Nvidia shares jumped 25% this week — and got cheaper. Here's how that happens
  + stars: | 2023-05-26 | by ( Zev Fima | ) www.cnbc.com   time to read: +4 min
Consider: On Wednesday, the price-to-earnings ratio for Club holding Nvidia was 66.1 based on full-year 2024 estimates, and 49.1 based on 2025 projections. As a result, the valuation, which is simply price divided by the forward estimates, declined materially. Marvell shares soared 28% on Friday after the semiconductor company reported an earnings beat Thursday after the bell. But the update we got from Nvidia management this week shows Nvidia is actually a better value Friday than it was a week ago. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
☆ Investors want to hear AMD's data center will bounce back, says Wedbush analyst Matt Bryson
  + stars: | 2023-05-02 | 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 EmailInvestors want to hear AMD's data center will bounce back, says Wedbush analyst Matt BrysonMatt Bryson, Wedbush, joins 'Closing Bell: Overtime' to discuss AMD after the company reported an earnings beat on the top and bottom lines.
☆ Benchmark upgrades Intel, says investors should get constructive on chip stock after earnings
  + stars: | 2023-04-28 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Intel is a buy now that the worst is priced into the chip stock, Benchmark said. Analyst Cody Acree upgraded the semiconductor firm to buy from hold, saying that investors should get more "constructive" on the stock after its better-than-expected earnings results. Benchmark wasn't the only Wall Street firm to upgrade Intel post earnings. Wedbush also upgraded the chip stock to neutral from underperform, and raised its price target to $30 from $20. "Net, we no longer see a near-term catalyst that might push revenue and earnings below recent results," Bryson wrote Friday.
☆ Intel's problems predate CEO Pat Gelsinger, says Wedbush's Matt Bryson
  + stars: | 2023-04-28 | 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 EmailIntel's problems predate CEO Pat Gelsinger, says Wedbush's Matt BrysonMatt Bryson, Wedbush Securities senior VP of equity research, joins 'Power Lunch' to discuss Intel's quarterly earnings report and defend his recent upgrade.
☆ Watch CNBC's full interview with Wedbush's Matt Bryson on Intel's post-earnings rally
  + stars: | 2023-04-28 | 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 Wedbush's Matt Bryson on Intel's post-earnings rallyMatt Bryson, Wedbush Securities senior VP of equity research, joins 'Power Lunch' to discuss Intel's quarterly earnings report, defend his recent upgrade, and more.
☆ Memory chipmaker Micron expects revenue drop in line with Wall St view, shares rise
  + stars: | 2023-03-28 | by ( Akash Sriram Jane Lee | Akash Sriram | Jane Lee | ) www.reuters.com   time to read: +2 min
With a glut still nagging the chip industry, Micron expects the deepest revenue drop since 2001. Micron shares in after hours trading rose about 2%. The company expects third-quarter revenue of $3.70 billion plus or minus $200 million, matching analysts' average estimate, according to Refinitiv data. Revenue for the second quarter fell by about 53% to $3.69 billion, compared with estimate of $3.71 billion. Net loss was $2.3 billion, compared with a profit of $2.26 billion a year earlier.
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