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Search resuls for: "Pierre Ferragu"


8 mentions found


☆ Nvidia's ecosystem moat is getting stronger: New Street Research's Pierre Ferragu
  + stars: | 2024-03-19 | 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 EmailNvidia's ecosystem moat is getting stronger: New Street Research's Pierre FerraguPierre Ferragu, New Street Research semiconductors analyst, joins 'Money Movers' to discuss what Ferragu's heard to reassess or confirm the pace of generative AI, what the remaining investment opportunity is with Nvidia going forward, and more.
Persons: Pierre Ferragu Pierre Ferragu, Ferragu's Organizations: New, Research, Nvidia
☆ 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
☆ Wednesday's analyst calls: Analysts raise Netflix targets, AMD gets an upgrade
  + stars: | 2024-01-24 | by ( Sarah Min Fred Imbert | Sarah Min | Fred Imbert | ) www.cnbc.com   time to read: +14 min
Kess raised his price target to $47 from $36, suggesting 11% upside from Tuesday's close. His price target, cut to $276 from $311, implies roughly 10% downside from Tuesday's close. "We upgrade SUN to Buy and lift our [target price] to $65 following several cash flow accretive transactions," Dounis wrote. "The January 11th transactions drive ~25% of the target price increase; the NS Acquisition drives the remaining ~75% increase." NKLA mountain 2020-07-01 NKLA since 2020 Still, the analyst's $2 price target implies the stock could surge more than 200% from here.
Persons: Morgan Stanley, Daiwa, Jonathan Kees, Kess, — Michelle Fox, Jon Tower, Chipotle, Sarah Min, Gordon Haskett downgrades Uber, Gordon Haskett, Robert Mollins, Uber, Mollins, — Jesse Pound, Colin Bristow, Bristow, Michael Tyndall, Stellantis, Tyndall, — Sarah Min, Pierre Ferragu, Lisa Su, Ferragu, Sunoco, Spiro Dounis, Dounis, Baird, Nikola, Ben Kallo, NKLA, Kallo, it's, Jessica Reif Ehrlich, Morgan Stanley's Benjamin Swinburne, Swinburne, Goldman Sachs, Eric Sheridan, Erik Woodring, Woodring, Fred Imbert Organizations: CNBC, Big Tech, Wall Street, NewStreet Research, Verizon, Daiwa, Verizon Communications, VZ, Citi, Mexican, UBS downgrades, UBS, HSBC, AMD, Research, NuStar Energy, Zenith Energy, Energy, Netflix, Bank of America, Apple Apple, Edge, Apple Locations: Seattle, Biogen, Skyclarys, Stellantis, Europe, China
☆ Broadcom slips after issuing fourth-quarter guidance. Why pros say it's a good time to buy
  + stars: | 2023-09-01 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBroadcom slips after issuing fourth-quarter guidance. Why pros say it's a good time to buyPierre Ferragu of New Street Research, Stephanie Link of Hightower Advisors and Rob Sechan of NewEdge Wealth discussed Broadcom after the company reported better-than-expected 3Q results but missed analyst expectations for fiscal 4Q revenue guidance on Thursday.
Persons: Pierre Ferragu, Stephanie Link, Rob Sechan Organizations: Broadcom, New, Research, Hightower Advisors, NewEdge
☆ Two top Tesla watchers debate the bull vs. bear cases for the stock
  + stars: | 2023-03-02 | 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 EmailTwo top Tesla watchers debate the bull vs. bear cases for the stockGLJ Research's Gordon Johnson and New Street Research's Pierre Ferragu give their takes on Tesla following the company's annual investor day.
☆ New Street Research's Pierre Ferragu looks for growth catalysts in Tesla
  + stars: | 2023-01-03 | 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 EmailNew Street Research's Pierre Ferragu looks for growth catalysts in TeslaPierre Ferragu of New Street talks Tesla and why he sees growth for the company.
☆ Watch CNBC's full interview with New Street's Pierre Ferragu and Roth Capital's Craig Irwin
  + stars: | 2022-12-08 | 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 New Street's Pierre Ferragu and Roth Capital's Craig IrwinPierre Ferragu, analyst at New Street Research, and Craig Irwin, analyst at Roth Capital, join 'Squawk on the Street' to discuss whether demand trends or sentiment favor Tesla over peers and more.
☆ People need to look carefully at what they're willing to pay for Tesla, says Roth Capital's Irwin
  + stars: | 2022-12-08 | 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 EmailPeople need to look carefully at what they're willing to pay for Tesla, says Roth Capital's IrwinPierre Ferragu, analyst at New Street Research, and Craig Irwin, analyst at Roth Capital, join 'Squawk on the Street' to discuss whether demand trends or sentiment favor Tesla over peers and more.
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