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☆ Here are Wednesday's biggest analyst calls: Apple, Nvidia, Amazon, Tesla, 3M, Pinterest, AMD, Meta and more
  + stars: | 2024-05-01 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Barclays reiterates Advanced Micro Devices as overweight Barclays said the chipmaker is "best positioned" following earnings on Tuesday. JPMorgan reiterates Apple as overweight JPMorgan said it sees an attractive entry point ahead of Apple earnings on Thursday afternoon. JPMorgan upgrades Fifth Third to overweight from neutral JPMorgan said it sees earnings upside for the regional bank. JPMorgan upgrades 3M to overweight from neutral JPMorgan said shares of the company are compelling at current levels. Bank of America reiterates Pinterest as buy Bank of America said it sees "multiple tailwinds to aid growth & margins" following earnings on Tuesday.
Persons: Morgan Stanley, Tesla, JPMorgan, Wedbush, TD Cowen downgrades Skyworks, Cowen, Pinterest, Goldman Sachs, Goldman Organizations: Bank of America, Amazon, Barclays, AMD, JPMorgan, Apple, Nvidia, Seagate, HSBC, Deutsche Bank, Starbucks, Deutsche, Logitech, Meta Locations: China, 3QFY24, Pinner, SiriusXM
☆ Higher-paid employees looking for work are having a tough time, and it could be a sign of a shift in the workplace
  + stars: | 2024-04-30 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +6 min
download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . In today's big story, we examine how tough the job market is for the well-paid employee . That's the current job trend, as higher-paid employees are having trouble finding work despite a historically strong labor market. iStock; Rebecca Zisser/BIThe so-called white-collar recession could also have a lasting impact on the job market for high earners. AdvertisementIt speaks to the broader theme of efficiency Big Tech companies have touted for the better part of a year .
Persons: —, Alyssa Powell, Insider's Aki Ito, BI's Emily Stewart, Aki, Rebecca Zisser, Wall, There's, Christine Ji, Kenneth Tan, Alexander Spatari, Abanti Chowdhury, Christine Ji's, Raymond James, Larry Adam, Goldman Sachs, Elon Musk, Premier Li Qiang, Beijing . Wang Ye, Musk, Li Qiang, Jensen Huang, Douglas Sacha, Getty, Bob Bakish, Shari, David Kohl, Shopify, Changpeng Zhao, Dan DeFrancesco, Jordan Parker Erb, Hallam Bullock, George Glover Organizations: Business, Service, Hamptons, Big Tech, Tech, Amazon, Bank of America, Elon, Premier, AP Elon Musk's, Federal Reserve, Paramount Locations: America, Beijing ., Xinhua, China, New York, London
☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Live Nation, Boeing, Coinbase, Amazon & more
  + stars: | 2024-04-30 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Bank of America reiterates Tesla as buy Bank of America said it's standing by its buy rating on the electric-vehicle maker. "We maintain our Buy rating and raise our PT from $1100 to $1,150." "We are initiating coverage of Live Nation with a Buy rating and $120 price target." "We are initiating coverage on EE with an Overweight rating." "We are initiating coverage of Integral Ad Science with a Buy rating and a $15 price target."
Persons: Tesla, TSLA, Morgan Stanley, Oppenheimer, Raymond James, Mizuho, Airbnb, Coinbase, Needham, Stephens, Jefferies, Ralph Lauren, Chegg Organizations: Argus, Boeing, " Bank of America, Bank of America, UBS, Nvidia, Dyne, JPMorgan, Catalyst Watch, Apple, Mizuho, Citi, BTC, Ethereum, Paramount, CBS, Deutsche Bank, Deutsche, Excelerate Energy, Stephens, Barclays, UMB, Corp, Contineum Locations: Base, Kansas City
☆ Nvidia employees said CEO Jensen Huang is 'not easy to work for.' He says that's how it should be.
  + stars: | 2024-04-30 | by ( Erin Snodgrass | ) www.businessinsider.com   time to read: +1 min
Nvidia CEO Jensen Huang has no qualms about being a demanding leader. Huang told "60 Minutes" that accomplishing "extraordinary" things requires hard work. AdvertisementNvidia CEO Jensen Huang has a reputation for being a formidable boss — and that's the way he likes it. In a recent interview with 60 Minutes, Huang was unsurprised when correspondent Bill Whitaker shared some of the words Nvidia employees used to describe the company's chief:"Demanding, perfectionist, not easy to work with," Whitaker said, citing people who work with Huang at the software company. This story is available exclusively to Business Insider subscribers.
Persons: Jensen Huang, Huang, —, Bill Whitaker, Whitaker Organizations: Nvidia, Service, Business
☆ Tuesday's analyst calls: Nvidia to get a boost from new chip, Ralph Lauren poised to jump
  + stars: | 2024-04-30 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +9 min
Tuesday's analyst calls focused on red-hot tech giant Nvidia, which is seen as benefitting from the release of its new Blackwell chip, the GB200. 7:02 a.m.: Deutsche Bank sees 33% upside for Live Nation on strong fundamentals Strong fundamentals could spell further upside for shares of Live Nation Entertainment , according to Deutsche Bank. Soff also applauded the company for expanding into new add-on services, including providing upselling opportunities and selling advertising on the Live Nation app. Although a potential regulatory investigation could curtail the stock, Soff doesn't believe that Live Nation stock will ultimately take much damage. 6:03 a.m.: Jefferies initiates Ralph Lauren at a buy, sees momentum with younger consumers Ralph Lauren is shaping up to be a quality growth stock, according to Jefferies.
Persons: Blackwell, Jefferies, Ralph Lauren, Benjamin Soff's, Soff, shouldn't, — Lisa Kailai Han, Airbnb, James Lee, Lee's, headwinds, Brent Thrill, Ashley Helgans, Ralph Lauren's, Helgans, Taylor Swift, Timothy Acuri, Acuri, Hopper, — Lisa Kailai Han — CNBC's Michael Bloom Organizations: CNBC, Nvidia, UBS, Deutsche Bank, Nation, Live Nation Entertainment, Mizuho, Paris, tailwinds, Paris Olympics, Chegg, Blackwell, Microsoft, Oracle Locations: Europe
☆ Super Micro pushes up full-year revenue forecast as it points to strong AI demand
  + stars: | 2024-04-30 | by ( Jordan Novet | ) www.cnbc.com   time to read: +2 min
Lisa Su, chair and CEO of Advanced Micro Devices, left, and Charles Liang, CEO of Super Micro Computer, speak at the AMD Advancing AI event in San Jose, California, on Dec. 6, 2023. Notwithstanding the after-hours move, Super Micro stock is up 205% so far this year, while the S&P 500 stock index has gained 6%. If not for a key component shortage, Super Micro would have delivered more during the quarter, Liang said on a conference call with analysts. In March, Super Micro took the place of Whirlpool in the S&P 500. Reddit, GameStop and Super Micro surge
Persons: Lisa Su, Charles Liang, LSEG, Liang Organizations: Devices, Super Micro Computer, AMD, Super, Hewlett Packard Enterprise, Super Micro, Whirlpool, GameStop Locations: San Jose , California
☆ AMD's data center business grew 80% but the stock is down
  + stars: | 2024-04-30 | by ( Kif Leswing | ) www.cnbc.com   time to read: +2 min
AMD reported first-quarter earnings and sales on Tuesday that were slightly ahead of Wall Street expectations, and provided an in-line forecast for the current quarter. AMD said its closely-watched Data Center segment grew 80% on a year-over-year basis to $2.3 billion thanks to sales of its MI300 AI chip, which competes with Nvidia's AI graphics processors. AMD said it had sold over $1 billion of the AI chips since it launched in the fourth quarter of 2023. AMD also makes central processors which are often paired with advanced AI chips in servers. AMD reported $1.4 billion in first-quarter sales, a 85% annual increase, suggesting that last year's PC slump is over.
Persons: Lisa Su, Su Organizations: AMD, Wall, Revenue, Intel Locations: Las Vegas , Nevada, U.S
☆ Analyst says buying Nvidia is 'no brainer' as tech companies 'spend like crazy' in AI race
  + stars: | 2024-04-29 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Nvidia is proving itself a key beneficiary as technology companies "spend like crazy" to take advantage of artificial intelligence, according to Melius Research. "Sometimes a no brainer is a no brainer," analyst Ben Reitzes wrote on Monday. Reitzes' bullish take is tied to how aggressively he says technology companies and fellow chipmakers are pursuing artificial general intelligence, or artificial intelligence most closely akin to human reconnaissance. Nvidia will remain an essential piece of any tech firm's AI pursuits, he said. NVDA YTD mountain Nvidia stock.
Persons: Ben Reitzes, Reitzes, Blackwell, Nvidia's Blackwell, — CNBC's Michael Bloom Organizations: Nvidia, Research, Microsoft
☆ Here are Monday's biggest analyst calls: Apple, Nvidia, AT&T, Tesla, Shopify, Super Micro Computer and more
  + stars: | 2024-04-29 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Evercore ISI reiterates Tesla as in line Evercore ISI lowered its price target on Tesla to $145 per share from $155. Barclays upgrades AT & T to overweight from equal weight Barclays sees "growth quality" for the telecommunications and wireless provider. Barclays downgrades Lululemon to equal weight from overweight Barclays downgraded the maker of athleisure wear due to rising competition. "We initiate coverage of Dave Inc. with a Market Outperform rating and $70 price target representing ~65% upside from the current price." "We are upgrading GWW from EW to OW, while raising our price target from $1,000 to $1,250."
Persons: Evercore, Tesla, Jefferies, LUV, Lululemon, LULU, Dave, Oppenheimer, Instacart, Bernstein, Goldman Sachs, William Blair, Eastman, Morgan Stanley, Berenberg, Melius, Price, Stephens, Grainger Organizations: Airlines, Jefferies, Southwest Airlines, Dynamics, Barclays, Dave Inc, JPMorgan, CART, Apple, Eastman Chemical, Arista Networks, Nvidia, Data, Citi Locations: Americas, China, Tulsa , Oklahoma, Kingsport , Tennessee
☆ 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
☆ Corporate earnings solid so far, despite threats from a slowing economy and sticky inflation
  + stars: | 2024-04-29 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
Valuations coming down So if earnings are up, why is the S & P off its highs? Today, a month later, 2024 earnings estimates are essentially the same but the multiple has declined to 20.8. The S & P 500 hit a low of 4,117 on Oct. 27 and only recovered when rates came down in early November. There are some big drags on earnings Some companies are seeing large declines in earnings estimates that are weighing on their sectors. When including this one-time item, the S & P 500 earnings growth rate for the first quarter declines to 5.6%, from 8.7%, LSEG has noted.
Persons: Goldman Sachs, JPMorgan Chase, Morgan Stanley, Christopher Suh, Stephen Squeri, Hess, Nick Raich, LSEG, Hal Lawton, Brian Niccol, CNBC's Kate Rogers, Horton, Paul Romanowski, Kimberly, Clark, Michael Hsu Organizations: Companies, Netflix, JPMorgan, GE Aerospace, Caterpillar, Microsoft, Merck, Ford, Waste Management, Royal, Consumer, American Express, Energy, Marathon Petroleum, Apache, Valero Energy, Oil, Occidental Petroleum, Devon Energy, ConocoPhillips, Exxon Mobil, Scout, Bristol Myers Squibb, Karuna Therapeutics, Boeing, Nvidia, Meta, AMD Locations: financials, industrials, Royal Caribbean, North America
☆ Earnings reports have sparked big swings for tech stocks. Here's what chart experts are watching
  + stars: | 2024-04-29 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
A whirlwind earnings week saw traders jumping in and out of some of the biggest stocks in the market. For example, shares of Meta Platforms fell 10.6% on Thursday after earnings beat expectations, but revenue guidance was weak . On a chart, those big post-earnings moves can leave "gaps" that may become a key area to watch going forward. What's next for Meta Meta looks like a potential example of the gap being filled after its sharp drop on Thursday. A macro view The big moves by tech giants this past week could make index-level trades a bit tricky.
Persons: John Butters, Katie Stockton, Stockton, What's, …, Frank Gretz, Wellington Shields, Gretz, Larry Benedict, Benedict Organizations: Meta, CNBC, Nvidia, Wellington, Intel, Microsoft Locations: FactSet
☆ This bitcoin miner and Nvidia AI cloud partner's stock could go up 50%, Berenberg says
  + stars: | 2024-04-29 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +3 min
Frankfurt-based tech company Northern Data , prominently known for bitcoin mining, has recently transformed its business model into cloud solutions and data center infrastructure. Listed on the Frankfurt Stock Exchange, Northern Data has three core divisions: Peak Mining for bitcoin mining, Taiga Cloud for cloud computing and Ardent Data Centers for data center infrastructure. The company's Taiga Cloud division is certified as an "Elite" partner of Nvidia , making it one of the largest providers of Nvidia-based cloud services in Europe. The investment bank forecasts annual revenues of around 400 million euros and adjusted profits of about 290 million euros from Taiga Cloud from 2026 onward. Northern Data's cloud computing platform is expected to have 20,000 Nvidia AI chips, worth 730 million euros, by the third quarter of 2024, the note said.
Persons: Gerhard Orgonas, Jenna Xu, Aroosh Thillainathan Organizations: Northern Data, Frankfurt Stock Exchange, Data, Mining, Ardent, Healthcare, Northern Bitcoin, Northern, Nvidia, Data's Locations: Frankfurt, Italy, United States, Northern, Pittsburgh, North Dakota, Texas, Europe
☆ Samsung stock: Shares rise after tech firm reports big jump in profit
  + stars: | 2024-04-29 | by ( ) edition.cnn.com   time to read: +4 min
The upbeat outlook from the world’s largest memory chip maker sent its shares 1.8% higher on Tuesday after it reported a more than 10-fold rise in first-quarter operating profit. Operating profit rose to 6.6 trillion won in January to March, up from 640 billion won a year earlier. It was the company’s highest operating profit since the third quarter of 2022. Samsung’s mobile devices business booked a 3.51 trillion won operating profit in the first quarter, down from 3.94 trillion won a year earlier. Rising costs, including increased memory chip prices, dented margins from its flagship Galaxy S24 smartphones launched during the quarter.
Persons: ” Jaejune Kim, Jeff Kim, ” Kim Organizations: Seoul Reuters, Samsung Electronics, Samsung, SK Hynix’s, Nvidia, SK Hynix, AMD, KB Securities, Apple Locations: Seoul, China
☆ Here are 5 sectors of the market that are working and the stocks that stand out in each
  + stars: | 2024-04-28 | by ( Jim Cramer | ) www.cnbc.com   time to read: +10 min
Federal Reserve Chairman Jerome Powell met with the press after the March Federal Open Market Committee (FOMC) meeting, which was pretty fraught. Data centers If there is the whiff of a data center or anything in one, the stock goes higher. It's why Meta stock is a buy a tad lower as stocks tend to revisit those kinds of declines. I worry about Club stock Stanley Black & Decker for this reason, but the dividend will keep it propped up for now. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: what's, Jerome Powell, Powell, Powell isn't, Voltaire, Vertiv, Eaton, Meta, It's, jetsam, Darius Adamczyk, Vimal, Stanley Black, Decker, Azek, Morgan Stanley, Wells, Charlie Scharf, Wells Fargo, Chipotle, that's, Johnson, Jensen Huang, Jim Cramer's, Jim Cramer, Jim, Scott Mlyn Organizations: Federal, Market, Broadcom, Google, Microsoft, Nvidia, Travel American Express, Raytheon, GE Aerospace, Royal, AAR, Honeywell, Southwest Airlines, Housing, Stanley, JPMorgan, Procter, Gamble, Colgate, Merck, Bristol, Myers, PepsiCo, Energy, Coterra Energy, Diamondback, drillers, CNBC Locations: California, Royal Caribbean, Delta, Devon
☆ 12 portfolio companies report earnings in the week ahead. What we want to hear from each
  + stars: | 2024-04-27 | by ( Zev Fima | ) www.cnbc.com   time to read: +15 min
The action quickly and sharply reversed back to the upside Friday after blowout earnings reports from Alphabet and Microsoft . In the week ahead, earnings are likely to drive the action again, though we'll get a few important macroeconomic reports. Earnings: We've got the biggest week of the earnings season ahead of us, with 12 Club holdings set to report. Eli Lilly 's report Tuesday morning continues to be all about sales of type-2 diabetes treatment Mounjaro and weight-loss drug Zepbound. In DuPont 's report Wednesday morning, we're looking for a continued rebound in its semiconductor business following a sequential increase last quarter.
Persons: Ford, we'll, Dow Jones, We've, Buckle, Eaton, Eli Lilly, Lilly, We're, Estee Lauder, Fabrizio Freda, we've, Linde, Bausch, Royal Philips, Woodward, SIRI, Archer, Johnson, Stanley Black, Decker, BAX, Cardinal Health, Parker, Belden, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Microsoft, Meta, Google Search, Big Tech, Nvidia, Broadcom, Ford Motor, Honeywell, Danaher, Labor Department, Labor, PMI, Services PMI, GE Healthcare, Amazon Web Services, Starbucks, Deutsche Bank, DuPont, Bausch Health, U.S ., Appeals, Apple, iPhones, Vision, ON Semiconductor, Resource Partners, Franklin Resources, Paramount, Transocean Ltd, Semiconductors, Arch Capital, Logitech International, Lattice Semiconductor, F5 Networks, Sanmina Corporation, GE HealthCare, PayPal, 3M Company, McDonalds, Enterprise Products Partners, Cola Company, Melco Resorts, Entertainment, SiriusXM Holdings, Oatly, American Electric Power Company, Leidos Holdings, Marathon Petroleum, Daniels, Midland Co, Equitrans Midstream Corporation, HSBC Holdings, HSBC, Devices, Caesars Entertainment, Lumen Technologies, Mondelez, Pfizer, CVS Health, Barrick, Mastercard Inc, Cruise Line Holdings Ltd, Kraft Heinz Company, Marriott International, Ares, Generac Holdings, Johnson Controls, Cenovus Energy Inc, Qualcomm, Devon Energy, Paycom, Axcelis Technologies, Coeur D'Alene Mines, Sunnova Energy International, MGM Resorts International, MGM, Solar Inc, Oil, Allstate, Co, Tenable Holdings, Enovix Corporation, Gladstone Capital, Avis Budget Group, eBay, EBAY, LIN, Novo Nordisk, Natural Resources, PENN Entertainment, Apache, ConocoPhillips, InMode Ltd, Baxter International, Cardinal, Regeneron Pharmaceuticals, Apollo Global Management, LLC, Cinemark Inc, Dominion Energy, Coterra Energy, Coinbase, Bill.com Holdings, Booking Holdings, United States Steel, AXT Inc, Materials, Energy, Hershey Company, XPO Logistics, Cboe, American Pipeline, Amneal Pharmaceuticals, Brookfield Business Partners, Brookfield Renewable Corporation, Magna International, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Bloomberg, Getty Locations: U.S, megaprojects, China, Eaton, Corning, Coeur D'Alene, Albemarle, ALB, Novo, New York
☆ An AI-focused ETF from a hedge fund veteran is gaining attention by soaring 60% over the past year
  + stars: | 2024-04-27 | by ( Yun Li | ) www.cnbc.com   time to read: +2 min
A hedge fund veteran, having worked at Citadel, Millennium and Tiger Management, Delevska specializes in the industrial sector, communicating with more than 100 companies she covers. Delevska's Spear Alpha ETF (SPRX ), with $70 million in assets under management, has about 26 holdings and almost everything in her portfolio is expected to benefit in some way from AI. SPRX 1Y mountain Spear Alpha ETF Almost 11% in Nvidia The actively managed ETF is up more than 60% in the past 12 months, outpacing the better known Ark Innovation ETF . AI apart, Spear Alpha ETF invests in other themes, like enterprise digitalization, space exploration and decarbonization. Spear Alpha ETF has taken in $54 million in inflows so far in 2024, according to FactSet.
Persons: Ivana Delevska, Delevska, ARKK, Spear, Wood hasn't Organizations: Citadel, Tiger Management, Alpha, Nvidia, First, Spear Alpha Locations: FactSet, outflows
☆ Google hits a new milestone: $2 trillion
  + stars: | 2024-04-27 | by ( Lakshmi Varanasi | ) www.businessinsider.com   time to read: +1 min
Alphabet, Google's parent company, achieved a $2 trillion market cap milestone. This company briefly hit the threshold previously but never sustained a full day of trading. Despite its recent success Alphabet hasn't had an easy path to the $2 trillion mark. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementGoogle's parent company, Alphabet, hit a new milestone on Friday: a $2 trillion market cap.
Persons: — Organizations: Service, Google, Nvidia, Apple, Microsoft, Bloomberg, Business
☆ Buy the dip on tech stocks like Apple and Nvidia ahead of earnings, Morgan Stanley says
  + stars: | 2024-04-27 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
There's still plenty of big tech-related stocks to buy ahead of earnings, Morgan Stanley said recently. The firm said investors should buy the weakness in stocks like Nvidia and Apple before the companies deliver their quarterly results. CNBC Pro combed through Morgan Stanley research to find stocks the firm likes as earnings season continues. Nvidia The firm said it's standing by shares of the AI chipmaker ahead of earnings in late May. Fortinet Fortinet is scheduled to report earnings on May 2 and Morgan Stanley continues to pound the table for the stock.
Persons: Morgan Stanley, Joseph Moore, NVDA, Moore, Meta Marshall, Keysight, Marshall, Fortinet Fortinet, Hamza Fodderwala, he's, Fodderwala, Fortinet, Dell, Q, Q revs, we'd Organizations: Nvidia, Apple, CNBC, Dell, Keysight Technologies, Apple's, NVIDIA
☆ Intel used to dominate the U.S. chip industry. Now it's struggling to stay relevant
  + stars: | 2024-04-26 | by ( Kif Leswing | ) www.cnbc.com   time to read: +16 min
David Paul Morris | Getty Images News | Getty ImagesThe iPhone could have had an Intel chip inside. It would've made sense to use Intel chips, which ran on the best desktops at the time, including Apple's Macs. Braithwaite, who worked at Intel in the 1980s, said Intel's process engineers were the company's "crown jewels." Intel doesn't have a GPU competitor to Nvidia's AI accelerators, but it has an AI chip called Gaudi 3. For comparison, AMD expects about $2 billion in annual AI chip revenue.
Persons: Pat Gelsinger, Seth Wenig, Gelsinger, Biden, Nicholas Braithwaite, Akshara Bassi, It's, Steve Jobs, David Paul Morris, Apple, Paul Otellini, Walter Isaacson's, Otellini, Isaacson, Jobs, Apple didn't, Apple —, TSMC, Mikako Kitagawa, Joe Biden, Brendan Smialowski, Braithwaite, Gordon Moore, Moore's, Brian Krzanich, 7nm —, TSMC didn't, Jensen Huang, Josh Edelson, OpenAI, Gaudi, Intel's, it's, Bassi, CNBC's Jon Fortt Organizations: Intel, Taiwan Semiconductor Manufacturing Company, Nvidia, Micro Computer, Qualcomm, Broadcom, Texas Instruments, AMD, Apple, Celesta, Meta, Microsoft, Getty, Samsung, Gartner, Asus, AFP, Semiconductor, Engineers, SAP Center, Afp, Companies, Blackwell, Habana Labs, Gaudi, FactSet, U.S Locations: New York, American, U.S, Chandler , Arizona, California, San Jose , California, Taiwan, Columbus , Ohio
☆ Nvidia jumps more than 15% this week. A key reason: what other companies are saying
  + stars: | 2024-04-26 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +8 min
"These are big checks made out to get Blackwells and H200s from, yes, Nvidia," Jim Cramer said during Friday's Morning Meeting . "There are a lot of people … that think this stock is a dangerous stock," Jim said. The next earnings report to shed light on demand for Nvidia's AI chips is set for Tuesday evening when Club name Amazon releases first-quarter results. While Amazon also has custom AI chips, it's a sizable Nvidia customer and the companies have enjoyed a longtime partnership. Even electric vehicle maker Tesla indicated earlier this week that it plans to buy tens of thousands more Nvidia chips this year to support self-driving car efforts.
Persons: Wall, Jim Cramer, Blackwell, OpenAI, There's, Jim, Wednesday's, – tanked, Alphabet's, FactSet, Ruth Porat, capex, Porat, Amy Hood, Hood, Microsoft's, Tesla, Jim Cramer's, Jensen Huang, Josh Edelson Organizations: Nvidia, Microsoft, Investors, Devices, Meta, Facebook, Bank of America, AMD, Broadcom, Wall, Google, Amazon, CNBC, SAP Center, AFP, Getty Locations: –, U.S, San Jose , California
☆ Morgan Stanley Wealth Management buys the dip in Nvidia
  + stars: | 2024-04-26 | by ( Lisa Kailai Han | ) www.cnbc.com   time to read: +1 min
Nvidia is poised for even bigger gains from current prices, according to Morgan Stanley Wealth Management. Morgan Stanley Wealth Management currently has an overweight rating on Nvidia. Morgan Stanley Wealth Management's $1,000 price target implies that the stock could rise another 21%. Nvidia shares sell for a "valuation in line with historical trough multiples," and its growth potential justifies a higher valuation, Morgan Stanley said. Additionally, a growing AI tailwind could provide even more ammunition for Nvidia stock to balloon.
Persons: Morgan, Morgan Stanley, NVDA, Michael Bloom Organizations: Nvidia, Morgan Stanley Wealth Management, Morgan, Morgan Stanley Wealth
☆ The reinvention of Mark Zuckerberg
  + stars: | 2024-04-26 | by ( Jasmine Wu | Laura Batchelor | Deirdre Bosa | ) 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 reinvention of Mark ZuckerbergOver the past year, Mark Zuckerberg has transformed Meta - and himself. He has gone from a brash young CEO to trained MMA fighter, and a trendsetter with his fur jackets and chains. But Meta's latest earnings report has shown it's continuing to bleed cash, and Zuckerberg is now facing a moment of truth. Can he deliver on generative AI, the most important platform shift in decades? This week on TechCheck, the reinvention of Zuck and the arrival of his "show me" moment.
Persons: Mark Zuckerberg, he's, Meta outperforming, Zuckerberg Organizations: Meta, Nvidia
☆ Trade Tracker: Jim Lebenthal buys more Nvidia
  + stars: | 2024-04-26 | 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 EmailTrade Tracker: Jim Lebenthal buys more NvidiaJim Lebenthal, chief equity strategist at Cerity Partners, joins CNBC's 'Halftime Report' to explain his latest trade.
Persons: Jim Lebenthal, Nvidia Jim Lebenthal Organizations: Nvidia, Cerity Partners
☆ Here are Friday's biggest analyst calls: Nvidia, Microsoft, Alphabet, Apple, Snap, Intel, Western Digital and more
  + stars: | 2024-04-26 | by ( Michael Bloom | ) www.cnbc.com   time to read: +8 min
Here are Friday's biggest calls on Wall Street: Bank of America reiterates Alphabet as buy Bank of America said it is sticking with its buy rating on Alphabet following earnings Thursday. Deutsche Bank reiterates Snap as buy Deutsche Bank said it is sticking with its buy rating on the stock following earnings on Thursday. " Goldman Sachs reiterates Intel as sell Goldman Sachs said it is standing by its sell rating on Intel shares following earnings Thursday. Benchmark upgrades Western Digital to buy from hold Benchmark upgrades Western Digital following the company's "major upside" earnings report. Bank of America reiterates Nvidia as buy Bank of America said Nvidia remains a top idea at the firm.
Persons: Goldman Sachs, prioritization, Maxim, Bank of America downgrades Hertz, Raymond James, Knight, Morgan Stanley downgrades Mobileye, Morgan Stanley, Piper Sandler, Wells, Dow Organizations: Bank of America, Deutsche, Deutsche Bank, Microsoft, Intel, TAM, Apple, Barclays, Enphase Energy, Digital, " Bank of America, Sonic Automotive, underperform Bank of America, Underperform, of America, Nvidia, AMD, MU, Caterpillar, Air Defense, Swift Transportation, EPAM, IT Services, Materials, Compass Minerals, JPMorgan, Dow, Teledyne, HSBC Locations: China, underperform, Israel
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