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Search resuls for: "defensibility"


10 mentions found


☆ Buy these five non-tech stocks that are well positioned for the long haul, Bank of America says
  + stars: | 2024-03-23 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Shares of Nvidia are red hot, but Bank of America thinks there's a slew of other stocks that investors should consider. They include: Super Micro Computer, Kroger, Burlington, JPMorgan Chase and TJX Companies. Kroger Analyst Robert Ohmes said Kroger is firing on all cylinders even as grocery prices remain high. And like Kroger, share gains are aplenty as new store openings continue coming online. Given its turnaround momentum and ongoing favorable off-price retail fundamentals, Burlington is well positioned for outperformance, in our view."
Persons: there's, JPMorgan Chase, Robert Ohmes, Kroger, Ohmes, Lorraine Hutchinson, Hutchinson, Ebrahim Poonawala, Jamie Dimon, Poonawala, BofA, TJX, BURL Organizations: Nvidia, Bank of America, CNBC, Computer, Kroger, JPMorgan, TJX Companies, Burlington, JPMorgan Chase, Artificial Intelligence Locations: Burlington
☆ Ad tech firm Trade Desk sinks as auto, Hollywood strikes hit forecast
  + stars: | 2023-11-10 | by ( Samrhitha A | ) www.reuters.com   time to read: +2 min
Nov 10 (Reuters) - Shares of advertising tech firm Trade Desk (TTD.O) plunged 19% on Friday following a quarterly revenue forecast dented by a slowdown in spending from labor strike-hit automakers and media companies. Trade Desk has what it calls "a marketplace" of more than 200 companies, including ESPN, Hulu and Fox, where advertisers can choose to show their ads. The company also caters to brands such as Warner Bros Discovery (WBD.O), which warned this week the sluggishness in advertising trends could continue into the next year. Trade Desk expects fourth-quarter revenue of at least $580 million, which was $30 million lower than estimates, according to LSEG data. "We appreciate the near-term conservatism and think that Trade Desk sits in a unique position to deliver defensibility in a deteriorating macro but also growth in an improving one," RBC Capital Markets analysts said.
Persons: Piper Sandler, Jeff Green, Samrhitha, Sriraj Organizations: Google, ESPN, Hulu, Fox, Warner Bros Discovery, Trade, RBC Capital Markets, Thomson Locations: Alphabet's, Bengaluru
☆ Bank of America's top stock picks for the third quarter
  + stars: | 2023-07-04 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +3 min
Bank of America is out with its latest short-term stock picks as the third trading quarter of the year gets underway. "Over the last quarter, the BofA Macro view has evolved," strategist Anthony Cassamassino wrote in a note Monday. Bank of America gathered its 10 best ideas for the new quarter, all of them buy-rated, Cassamassino said. The bank also sees multiple growth drivers this year and improvements in merchandise margins as cost inflation and freight expenses normalize. Its $135 price target on the stock is more than 50% above its closing price Friday.
Persons: Anthony Cassamassino, Savita Subramanian, Michael Hartnett, Michael Gapen, Stephen Suttmeier, Cassamassino, it's, Lamb Weston, Wells, defensibility Organizations: of America, U.S, Our U.S . Economist, " Bank of America, Body, Bank of America, Disney, Wells Fargo Locations: Our
☆ Warren Buffett: I don't understand the phone, but I do understand consumer behavior
  + stars: | 2023-05-06 | 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 EmailWarren Buffett: I don't understand the phone, but I do understand consumer behaviorBerkshire Hathaway Chairman and CEO Warren Buffett and Vice Chairman Charlie Munger preside over the 2023 Berkshire Hathaway annual meeting. Buffett responds to the question on the dilemma between choosing short-term profits and long-term defensibility.
☆ How Runway's idea for AI-driven video and photo editing and generation went from a "crazy" concept to a Silicon Valley darling worth half a billion dollars
  + stars: | 2023-05-01 | by ( Stephanie Palazzolo | ) www.businessinsider.com   time to read: +7 min
When Runway's founders first came up with the idea for an AI art startup, they were called crazy. Now, the generative AI startup has become a fan favorite of VCs and the public alike. When Cristóbal Valenzuela began building his generative AI company Runway in 2018, investors, filmmakers, and advertisers told the cofounder that he was crazy. "They were saying, 'why would you want to build AI tools for video and filmmaking?'" Many of these features were developed hand-in-hand with customers, who often described to Runway the problems and obstacles they ran into while creating videos, Valenzuela said.
☆ In the midst of the AI boom, investors are doubling down on diligence. Here are the five questions VCs are asking every generative AI startup during pitches.
  + stars: | 2023-03-02 | by ( Stephanie Palazzolo | ) www.businessinsider.com   time to read: +7 min
Buzzy generative AI startups have so far avoided the troubles plaguing the rest of the tech world. Here are the five diligence questions investors are asking generative AI startups, according to VCs. But for generative AI startups, 2023 has been much of the same — and that hasn't been a bad thing. Insider spoke with eight of these VCs about the top five questions they're asking generative AI startups during diligence processes. One hallmark of generative AI startups are their eye-staggering round sizes.
☆ Here are Thursday's biggest analyst calls: Meta, Apple, Tesla, Netflix, Roku, Disney, Exxon & more
  + stars: | 2023-01-12 | by ( Michael Bloom | ) www.cnbc.com   time to read: +9 min
Here are the Thursday's biggest calls Wall Street: Credit Suisse upgrades AECOM to outperform from neutral Credit Suisse said the company is a key beneficiary of infrastructure stimulus. UBS reiterates Apple as buy UBS said it's sticking with its buy rating on the stock but is concerned about App Store revenue declines. Credit Suisse upgrades Boeing to neutral from underperform Credit Suisse said in its upgrade of Boeing that it sees "stronger aircraft deliveries." RBC names Meta a top 2023 pick RBC said it sees "multiple expansion" on the horizon for Meta shares. " Rosenblatt reiterates Disney as buy Rosenblatt said activist investor Nelson Peltz's push for a Disney board seat could help shares.
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☆ Generative AI startups were already hot with VCs. ChatGPT poured gasoline onto the fire.
  + stars: | 2023-01-06 | by ( Emilia David | ) www.businessinsider.com   time to read: +5 min
Generative AI firms, the category that ChatGPT falls under, saw big valuations in the past year. But even before the rise of ChatGPT, the space was buzzing as generative AI companies began raising large amounts of cash from venture capital. Startups using generative AI rose eyeball-popping amounts in the past year, especially during an overall bad year for VC investments. A hot market gets even hotterInvesting in generative AI and machine learning is nothing new for VCs. Defensibility is a key concern for generative AI startups that rely on OpenAI.
☆ Wall Street analyst calls on Thursday including Tesla & Amazon
  + stars: | 2023-01-05 | by ( Michael Bloom | ) www.cnbc.com   time to read: +9 min
Barclays names Starbucks a top 2023 pick Barclays said the coffee giant is a "best-in-class" stock for 2023. UBS names Chipotle a top 2023 pick UBS said the Mexican chain restaurant is defensive in a "tough macro." Bank of America downgrades PNC to underperform from neutral Bank of America said shares of PNC are trading at a premium. Bank of America downgrades Ally Financial to underperform from buy Bank of America said Ally is most exposed to auto loans. Bank of America reiterates Amazon as buy Bank of America said Amazon layoffs are "not a positive signal, but good for sentiment."
☆ Bank of America reveals its 'best-in-class' stocks for 2023
  + stars: | 2022-12-17 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Analysts at Bank of America unveiled this week a slew of must-own stocks for 2023. CNBC Pro combed through recent research to find Bank of America's 'best-in-class" stocks heading into next year. "Although 2022 has been a year of modest growth for Lilly, shares have outperformed based largely on tirzepatide's peak potential," he wrote. Eli Lilly "Although 2022 has been a year of modest growth for Lilly, shares have outperformed based largely on tirzepatide's peak potential. Given this backdrop, Lilly remains a top pick, as we see its new product cycle / LT growth as clearly best-in-class."
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