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Search resuls for: "Advisors Capital Management's JoAnne Feeney"


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Nvidia can't stop stunning Wall Street and the investing community in 2023, but portfolio managers say don't let the excitement overshadow other potential AI winners. "Theme after theme, transition after transition, the strong usually gets stronger," said Paul Meeks, portfolio manager at Independent Solutions Wealth Management. Some retail and professional investors seemed to interpret the news as a sign that it's "game over" for some of the other AI chipmakers, Forrest said. Forrest, who's on the hunt for growth at a reasonable price, points to companies like Advanced Micro Devices, Micron Technology . On the AI chip theme, Meeks also points to Broadcom , Marvell Technology and Taiwan Semiconductor , a major supplier for Nvidia, as other ways to play the trend.
Persons: Paul Meeks, there's, Kim Forrest, Forrest, who's, Meeks, chipmaker, Capital Management's JoAnne Feeney, Feeney, it's Organizations: Nvidia, Independent Solutions Wealth Management, Intel, Devices, Broadcom, Marvell Technology, Bokeh Capital Partners, Micron Technology, AMD MU, AMD, MU, Taiwan Semiconductor, Capital, Google
Meta Platforms ' vision to sell a future where people work, play and mingle in a virtual world may finally be getting its long-overdue validation thanks to an unlikely partner. Apple on Monday unveiled its highly anticipated mixed reality product, known as Vision Pro , at its annual Worldwide Developers Conference . So confident in the bright future of the metaverse, Facebook rebranded itself as Meta Platforms in 2021 to better reflect its vision beyond social media. More than a year and a half later Apple's metaverse entry may finally offer the much-needed support to Meta's overambitious vision, and lure once skeptical investors back to the virtual world. With the company — and metaverse vision — so dependent on consumer adoption, this creates a difficult near-term setup, Meeks said.
Persons: It's, Mark Zuckerberg, Gucci, Meta's, Gene Munster, Wall, Paul Meeks, JPMorgan's Samik Chatterjee, Advisors Capital Management's JoAnne Feeney, Meeks, Davidson's Tom Forte, scoffed, Apple's, Feeney, Bernstein's Toni Sacconaghi Organizations: Apple, Developers, Facebook, Walmart, Grill, Independent Solutions Wealth Management, Advisors Capital, Munster, Quest
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNow is a good time to mix stocks, says Advisors Capital Management's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk Box' to discuss the latest market trends, and what to look for when picking stocks.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy faces persistent challenge from labor shortage, says Advisors Capital Management's JoAnne FeeneyJoAnne Feeney, partner and portfolio manager at Advisors Capital Management and Kevin Mahn, president and chief investment officer of Hennion And Walsh Asset Management, join 'Squawk Box' to discuss yesterday's CPI number, Fed expectations, and investment opportunities in bonds.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Advisors Capital Management's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner, joins 'The Exchange' to discuss the health of the retail consumer and how investors should be positioned in tech.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Advisors Capital Management's Joanne FeeneyJoanne Feeney, partner and portfolio manager at Advisors Capital Management, joins 'The Exchange' to discuss Disney shares dragging on the Dow, recession risk strategy and Apple's manufacturing dilemma.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStocks that could thrive in a recessionary environment with Advisors Capital Management's Joanne FeeneyJoanne Feeney, partner and portfolio manager at Advisors Capital Management, joins 'The Exchange' to discuss Disney shares pulling down the Dow, recession risk strategy and Apple's manufacturing dilemma.
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