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☆ AI darling Nvidia reports after the bell. What Wall Street is watching
▼ + stars: | 2024-05-22 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Wall Street will be keeping close watch on what Nvidia says about demand for its artificial intelligence chips when the market-moving chipmaker reports quarterly results after the bell Wednesday. Nvidia is expected to surpass expectations again, with analysts polled by LSEG calling for earnings of $5.59 per share on $24.65 billion in revenue. "As long as it tops analyst expectations, NVIDIA is likely to remain a key tailwind for the overall U.S. stock market." NVDA 1Y mountain Shares over the last year For multiple quarters, Nvidia has shocked Wall Street with the robust demand for its tools. "We continue to expect a strong beat-and-raise quarter from NVIDIA as Hopper demand remains robust before the Blackwell transition," wrote Morgan Stanley's Joseph Moore.

Persons: they've, Wolfe, Chris Senyek, Hopper, Blackwell, Morgan Stanley's Joseph Moore, Piper Sandler's Harsh Kumar, Rosenblatt's Hans Mosesmann, Baird's Tristan Gerra, Tom O'Malley, Baird's Gerra, Nvidia's Blackwell, America's Vivek Arya, Arya, Timothy Arcuri, Rosenblatt's Mosesmann, O'Malley, Morgan Stanley's Moore Organizations: Nvidia, NVIDIA, Blackwell, Barclays, Bank, America's, UBS Locations: Nvidia's

☆ I'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's Crockett
▼ + stars: | 2024-03-19 | 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 EmailI'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss news of George Lucas supporting Disney CEO Bob Iger in Disney's proxy fight against activist investor Nelson Peltz, Disney's business trajectory, competition against tech companies, and more.

Persons: Peltz, Rosenblatt's Crockett Barton Crockett, George Lucas, Bob Iger, Nelson Peltz Organizations: Rosenblatt Securities, Disney

☆ 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

☆ Nvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price target
▼ + stars: | 2024-03-11 | 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 stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price targetHans Mosesmann, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Nvidia stock's bull run, why he has a $1400 price target and buy rating on the stock, what it means for other tech stocks and the sector at large, and more.

Persons: Hans Mosesmann Organizations: Nvidia, Rosenblatt Securities

☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
▼ + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.

Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China

☆ Apple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-03-05 | 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 EmailApple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's leadership at top of the tech sector, the lack of product innovation from the company, how the tech giant plans to catch up in the AI race, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ Stocks making the biggest moves premarket: Home Depot, Walmart, Intel, Arm Holdings and more
▼ + stars: | 2024-02-20 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Rosenblatt's price target is now the highest forecast for the stock on Wall Street. Caterpillar — Shares pulled back 2% following a downgrade to in line from Evercore ISI, which noted concern over a longer-than-expected outlook for earnings growth. Analyst Brian Mullan hiked his price target on US Foods to $59 from $45, or roughly 19% upside from Friday's closing price of $49.58. Capital One stock pulled back more than 4%. Arm Holdings — Stock in the chipmaker slid about 4% as investors pulled back bets on the stock after its massive rally .

Persons: Rosenblatt, FactSet, Piper Sandler, Brian Mullan, Biden, — CNBC's Pia Singh, Sarah Min, Michelle Fox, Jesse Pound Organizations: Walmart, LSEG, Revenue, Caterpillar —, ISI, Foods, Intel —, Bloomberg, Discover Financial, Capital, Arm

☆ Third-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-11-24 | 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 EmailThird-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Black Friday's Big Tech winners, the impact of labor disputes in legacy media, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Big Tech

☆ Here's why Rosenblatt's Crockett has a 'hold' on Apple stock
▼ + stars: | 2023-10-31 | 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 EmailHere's why Rosenblatt's Crockett has a 'hold' on Apple stockBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss his assessment of earnings season thus far, the muted response to the idea of a positive earnings season, and what's holding Crockett back from being more positive on Apple.

Persons: Rosenblatt's Crockett, Barton Crockett, Crockett Organizations: Apple, Rosenblatt Securities

☆ Adds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-10-18 | 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 EmailAdds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst and managing director at Rosenblatt Securities, and CNBC's Alex Sherman join 'The Exchange' to discuss Netflix's earnings results on deck, streaming companies hoping to shift users into the more lucrative ad tier, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett, Alex Sherman Organizations: Netflix, Rosenblatt Securities

☆ One of the Colorado officers who arrested Elijah McClain, leading to his death, was found guilty. Another officer was acquitted.
▼ + stars: | 2023-10-12 | by ( Associated Press | ) www.businessinsider.com time to read: +8 min

Elijah McClain, an unarmed, 23-year-old Black man, died in 2019 after being arrested in Colorado. AdvertisementAdvertisementThe case initially did not receive widespread attention, but protests over the killing of George Floyd the following year sparked outrage over McClain's death. Their attorneys blamed McClain's death on the paramedics for injecting him with ketamine, which doctors said is what ultimately killed him. Paramedics injected McClain with ketamine as Roedema and another officer who was not charged held him on the ground. However, Cina still was not able to say if the death was a homicide or an accident or if the officers' actions contributed to McClain's death.

Persons: Elijah McClain, McClain, —, Randy Roedema, Jason Rosenblatt, McClain's, Sheneen McClain, Phil Weiser, George Floyd, Jared Polis, Phil Weiser's, Floyd, Roedema, Rosenblatt, Jason Slothouber, Mark Warner, Nathan Woodyard, Don Sisson, Sisson, Harvey Steinberg, Stephen Cina, Cina, Roger Mitchell, Mitchell Organizations: Service, Colorado, Howard University, D.C Locations: Colorado, Denver, Washington

☆ Split verdict for Colorado police officers tried in death of Elijah McClain
▼ + stars: | 2023-10-12 | by ( Brad Brooks | ) www.reuters.com time to read: +3 min

Protesters gather for a rally to call for justice for Elijah McClain in Denver, Colorado, U.S., November 21, 2020. The same jury found Jason Rosenblatt, another officer jointly tried with Roedema, not guilty on manslaughter and assault charges. Aurora officers Roedema and Rosenblatt were defendants in the first of three trials in the death of McClain. A revised autopsy report in September 2022 concluded McClain died from "complications of ketamine administration following forcible restraint." The footage does not show McClain grabbing for a gun, but Roedema can be heard yelling that McClain tried to get Rosenblatt's weapon.

Persons: Elijah McClain, Kevin Mohatt, Randy Roedema, Jason Rosenblatt, Roedema, Rosenblatt, McClain, Sheneen McClain, Art Acevedo, brutalized McClain, Aurora . McClain, George Floyd, Floyd's, Brad Brooks, Dan Whitcomb, Donna Bryson Organizations: REUTERS, Denver Post, Aurora Police, Prosecutors, Aurora, Minneapolis police, Thomson Locations: Denver , Colorado, U.S, Colorado, America, Denver, Aurora ., Minneapolis, Longmont , Colorado, Los Angeles, Lincoln

Cboe declined to say whether those relations happened while Tilly was CEO or prior to his tenure at the helm. His resignation is the latest in a string of high-profile exits by CEOs whose personal conduct ran afoul of company policy. "When he became CEO, he grew that business from a little options exchange to a global, fintech and exchange leader. Cboe has exclusive rights to list flagship contracts linked to the Standard & Poor’s 500 stock index through 2032. "The silver lining is it doesn't look like it is related to strategic or financial issue for the company," Lau said of the CEO resignation.

Persons: Edward Tilly, Piper Sandler, Brendan McDermid, Cboe, Fredric Tomczyk, Tilly, Andrew Bond, Bond, Owen Lau, Lau, Rosenblatt's Bond, Steve Sosnick, Sosnick, Tomczyk, " Lau, Jaiveer Singh, Laura Matthews, Saqib Iqbal Ahmed, Arun Koyyur, Michelle Price, Megan Davies, Bill Berkrot, Nick Zieminski Organizations: CBOE, Inc, Piper Sandler Global Exchange, FinTech Conference, REUTERS, Rosenblatt Securities, Oppenheimer & Co, THE, Interactive, U.S . Securities, Exchange Commission, Thomson Locations: New York City, U.S, Bengaluru, New York, Lincoln

☆ Investors need to prepare for bumpy ride in Apple's China business, says Rosenblatt's Crockett
▼ + stars: | 2023-09-12 | 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 EmailInvestors need to prepare for bumpy ride in Apple's China business, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's business in China and India, the company's decision to diversify its supply chains, and what Crockett expects to hear from Apple in its annual event.

Persons: Rosenblatt's Crockett Barton Crockett, Crockett Organizations: Rosenblatt Securities, Apple Locations: China, India

☆ Pressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton Crockett
▼ + stars: | 2023-08-25 | 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 EmailPressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss the company's stock performance after the stock hits 9-year low, how CEO Bob Iger can turn the company around, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett, Bob Iger Organizations: Disney, Rosenblatt Securities

☆ You have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's Crockett
▼ + stars: | 2023-08-18 | 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 EmailYou have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss the relationship between Apple and rates, the stock levels, and separation amongst the top tech companies.

Persons: Rosenblatt's Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple

☆ AI is 'the real deal' and an everything cycle that's never been seen before: Rosenblatt's Mosesmann
▼ + stars: | 2023-08-18 | 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 EmailAI is 'the real deal' and an everything cycle that's never been seen before: Rosenblatt's MosesmannRosenblatt Securities analyst Hans Mosesmann joins 'Squawk on the Street' to discuss how Rosenblatt is looking at valuations, why Rosenblatt's raised the price target on Nvidia stock to $800, and more.

Persons: Rosenblatt's, Hans Mosesmann, Rosenblatt Organizations: Rosenblatt's Mosesmann Rosenblatt Securities, Nvidia

☆ Rosenblatt names its top picks to play the ‘age of A.I. gold rush’
▼ + stars: | 2023-08-18 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Rosenblatt is calling out its favorite networking and semiconductor stocks as the "age of AI gold rush" kicks into high gear. That's creating an attractive setup for what Rosenblatt views as the "picks and shovels" in the networking and semiconductor industries. "Most large enterprises want to train and run large AI applications in the Cloud, but only a small portion of existing Cloud infrastructure can support it." Beyond the pure-play semiconductor names tied to AI, Rosenblatt is placing its bets on Coherent . Ambarella is another beneficiary of the growing need for to handle sophisticated AI models, down about 17% this year.

Persons: Rosenblatt, It's, Mike Genovese, Kevin Cassidy, — CNBC's Michael Bloom Organizations: AMD, Nvidia, Qualcomm, Rambus Locations: Ambarella

☆ Rosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recovering
▼ + stars: | 2023-07-27 | 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 EmailRosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recoveringBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Meta's quarterly quarterly earnings results, the rebound in digital advertising, the state of the Metaverse, and more.

Persons: Rosenblatt's Barton Crockett, Barton Crockett Organizations: Rosenblatt Securities

☆ Hollywood strike may soon turn destructive for media stock investors, analysts say
▼ + stars: | 2023-07-20 | by ( Alex Harring | ) www.cnbc.com time to read: +8 min

"We're getting to a point of being very destructive to the entertainment ecosystem," said Rosenblatt Securities analyst Barton Crockett. Bazinet said to expect the walkout to last into the fourth quarter, which would mean a writers' strike lasting between around 150 and 240 days and an actors' strike in a range of 70 and 160 days. The strikes could cost the film and TV industry about $150 million per week, Citigroup's Bazinet wrote, using inflation-adjusted data from the 1980 actors' strike. "The lasting impacts are: [it] makes the streamers stronger and the traditional media companies weaker," Crockett said. JPMorgan analyst David Karnovsky downgraded movie theatre chain Cinemark shares to neutral from overweight earlier this week, citing the strike.

Persons: We're, Barton Crockett, Jason Bazinet, Bazinet, Douglas Mitchelson, Mitchelson, Goldman Sachs, Brett Feldman, Philip Cusick, Cusick, Goldman's Feldman, Citigroup's Bazinet, Rosenblatt's Crockett, Crockett, Feldman, Barbie, Oppenheimer, Stephen Laszczyk, David Karnovsky, Karnovsky, — CNBC's Michael Bloom Organizations: Screen, – American Federation of Television, Radio Artists, Alliance, Television Producers, Writers Guild of America, Rosenblatt Securities, Media, AMC, Disney, Warner Bros, Discovery, Paramount, Netflix, UFC, Endeavor, WWE, SAG, Credit Suisse, JPMorgan, AMC Networks, WBD, Covid, Comcast, CNBC

☆ These are the best stocks to own in the second half, according to Rosenblatt Securities
▼ + stars: | 2023-07-05 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Rosenblatt Securities is looking toward the second half of the year for investors. Our price target of $200 is supported by a mid-20s P/E on earnings power of over $6.00," the note said. NVDA AMD YTD mountain Both AMD and Nvidia have benefited from the explosion in artificial intelligence so far this year. In media and entertainment, Lions Gate Entertainment class B stock made the Rosenblatt list with a $17 per share price target. Rosenblatt is also eyeing broadband company Harmonic , with a $22 per share price target that implies about 35% upside.

Persons: Rosenblatt, Rosenblatt's Michael Kiernan, Barton Crockett Organizations: Securities, AMD, Nvidia, Galaxy, Toronto Stock Exchange, Lions, Entertainment

☆ Meta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-07-03 | 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 EmailMeta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities analyst, joins 'Squawk on the Street' to discuss tech closing its best first half in 40 years, generative A.I. fueling momentum in tech, and charting tech's recovery from the ad market pullback.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ iPhone is the most important device of this economy, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-20 | 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 EmailiPhone is the most important device of this economy, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to discuss Apple as the stock is trading at its all-time highs, why he thinks iPhone is an important device in this economy and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple

☆ We're in a difficult transition period for streaming, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-07 | 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 EmailWe're in a difficult transition period for streaming, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities Senior Research Analyst & Managing Director, joins 'Fast Money' to discuss why he believes the bullish sentiment around Netflix may be premature.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Netflix

☆ Apple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-05 | 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 EmailApple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton CrockettRosenblatt's Barton Crockett and CNBC's Steve Kovach join 'The Exchange' to discuss Apple's transition away from intel chips, Apple's ability to take share in smartphone, and the appeal of Apple's product ecosystem.

Persons: Rosenblatt's Barton Crockett, Barton Crockett, Steve Kovach Organizations: intel

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