DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Adam Benjamin - 2 Benjamin - 1 Berkshire Hathaway's Warren Buffett - 1 Morningstar - 1
Top related locs:
Top related orgs:
Fidelity Investments - 2 Nvidia - 2 Developers - 1 CNBC - 1 Wall - 1 Berkshire - 1 Fidelity - 1 Technology - 1

Search resuls for: "Adam Benjamin"


3 mentions found


☆ Fidelity's Adam Benjamin: Apple's annual Worldwide Developers Conference should be 'interesting'
  + stars: | 2024-06-06 | 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 EmailFidelity's Adam Benjamin: Apple's annual Worldwide Developers Conference should be 'interesting'Adam Benjamin, portfolio manager at Fidelity Investments, joins CNBC's 'Squawk on the Street' to discuss tech stocks, Nvidia, AI, and more.
Persons: Adam Benjamin Organizations: Developers, Fidelity Investments, Nvidia
☆ This Fidelity portfolio manager says Nvidia has a 'huge moat' and can keep rallying
  + stars: | 2024-06-06 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Nvidia 's stock still has plenty of upside ahead of it even after the chip giant's market cap crossed $3 trillion , according to a highly rated portfolio manager. Adam Benjamin, a research analyst and portfolio manager at Fidelity Investments, told CNBC on Thursday that the artificial intelligence boom still has plenty of room to grow and that Nvidia remains in a strong position. Nvidia was the top holding in the Fidelity Select Technology Portfolio (FSPTX) as of April 30. "I know people like to talk about this as a chip company … but this is really a full infrastructure and compute and services company," Benjamin said. Other top holdings in Benjamin's Fidelity fund as of April 30 include Microsoft and Apple .
Persons: Adam Benjamin, Benjamin, Berkshire Hathaway's Warren Buffett, Morningstar Organizations: Nvidia, Fidelity Investments, CNBC, Wall, Berkshire, Fidelity, Technology, Morningstar, Microsoft, Apple
☆ This A.I.-focused tech fund is up more than 20% this year, beating 90% of its peers
  + stars: | 2023-04-09 | by ( Yun Li | ) www.cnbc.com   time to read: +3 min
One tech fund is capitalizing on the artificial intelligence boom — and beating 90% of its peers this year. "is probably the largest technology theme, driver and disrupter in the next 10 plus years," said Adam Benjamin, fund manager of the $9.5-billion Fidelity Select Technology Fund (FSPTX). Companies that rushed to embrace digital transformation during the pandemic continue to seek ways to improve efficiency through large language models like ChatGPT enabled by A.I., Benjamin said. "In terms of who is really driving the adoption and will be the enabler behind this technology, Nvidia is really far up," Benjamin said. Going into the period of higher rates, software "had gotten probably several orders of magnitude out of whack relative to historical valuations," Benjamin said.
0 next >>
Total: 3