Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Capital Management"


25 mentions found


On Wednesday's Pro Talks , CNBC's Tanvir Gill will ask Jayaraman how to navigate investing in the country, as well as other emerging markets. The portfolio manager and head of quantitative research at Causeway manages its Emerging Markets Fund and International Opportunities Fund . Join CNBC Pro Talks on Wednesday, June 19, at 6:30 a.m. BST / 1:30 p.m. SGT / 1:30 a.m. Learn more from our previous Pro Talks: The market has 'completely missed' this 'critical' AI chip stock, says fund manager Move over Nvidia: Fund manager likes 'overlooked' chipmaker with billions in AI chip sales Will the AI spending boom pay off? One tech fund manager says it looks 'compelling' for some firms Related coverage from Pro: Looking for top alternatives to Nvidia?
Persons: It's, Narendra Modi, Arjun Jayaraman, CNBC's Tanvir Gill, Jayaraman, Tanvir Gill Organizations: India, Causeway, Markets Fund, International, Fund, MSCI, Big, Nvidia Locations: India
Starboard's stake is valued at roughly $500 million, according to people familiar with the matter. The results of that probe led to the ouster of Autodesk's then-CFO, Deborah Clifford, who was moved to a different executive role within Autodesk. The probe found that executives manipulated reporting tied to company's contract billing structure, as Autodesk shifted back to upfront payments from annualized payments, to improve those metrics. The delayed disclosure came a little more than a week after the deadline to nominate directors closed. Starboard is weighing legal action in Delaware Chancery court to compel the reopening of Autodesk's nominating window and the delay of Autodesk's annual meeting, the people said.
Persons: Jeff Smith, Autodesk's, Deborah Clifford, Marc Benioff's Salesforce Organizations: Autodesk, Securities and Exchange Commission, Cisco, Wall Street, Sachem, Capital Management, Eminence Capital, Justice Department, SEC Locations: Delaware
Kushner started Affinity in 2021, shortly after leaving his advisory role in the White House alongside his wife, Ivanka Trump. Neumann, who was ultimately ousted from WeWork by top SoftBank execs, introduced Kushner to Unybrands early the following year. Affinity's investment in Unybrands, which hasn't previously been reported, was one of the private equity firm's earliest deals. Following a continued slide, the company laid off roughly 10% of its staff in November 2022, according to people familiar with the matter. The House Oversight Committee launched an investigation into the investment in 2022, looking into whether Kushner's financial interests influenced Trump's foreign policy.
Persons: Jared Kushner, Alex Brandon, Kushner, Weeks, Ivanka Trump, Trump, Saudi Crown Prince Mohammed bin Salman, Jamal Khashoggi, WeWork, Adam Neumann, Neumann, Unybrands, hasn't, , Catterton, Jason Somerville, Somerville, it's, didn't, headcount, Donald Trump, Gary Cohn, Crown Prince, Mohammed bin Salman, Jonathan Ernst, Crown Prince Mohammed bin Salman, Carolyn Maloney, Ron Wyden, Kushner didn't, Ulrich Kratz, Goldman Sachs, Kratz, Kushner's, Ian Brekke, Asad Naqvi, Bret Pearlman, Roger McNamee, Max Fink, Neumann's, Brekke, Naqvi, Pearlman, Fink, Shahar Azran, Eugen Miropolski, Robyn Laguette, Mark Goldfinger, Joe Biden, Lex, Jeff Bezos, Sam Altman, Ye, I've Organizations: U.S . Capitol, Capitol, Reuters, Affinity Partners, Companies, White House, Affinity, Saudi Crown, Unybrands, WeWork, CNBC, Amazon, BlackRock, Khosla Ventures, GW Partners, Saudi Arabia's Public Investment Fund, United Arab, Saudi Arabia's, Crown, Ritz Carlton Hotel, Saudi, Republicans, Crayhill Capital Management, Barclays, Goldman, Kushner, Investments II, Blackstone, Partners, Financial Services, CNBC it's, Israeli American Council, IAC, Getty, Kanye Locations: Washington, Amazon's, South Florida, Miami, Silicon Valley, Saudi, Saudi Arabia, Unybrands, United Arab Emirates, Qatar, Riyadh, Yemen, American, Austin , Texas, Gulf, Israel
Read previewThe billionaire cofounder of LinkedIn, Reid Hoffman, slammed business leaders who support former President Donald Trump, arguing that a 2024 win for the Republican would actually be bad for the economy. He argues that a "robust legal system" is critical for American business to prosper because it keeps things in check. "But a robust, reliable legal system is not a given," Hoffman wrote. Others, Hoffman argues, believe Joe Biden would be even more dangerous to American business than Trump would. There's a growing number of business leaders who publicly support Trump.
Persons: , Reid Hoffman, Donald Trump, Hoffman, Donald Trump's, Trump, Stormy Daniels, Joe Biden, Bill Ackman, Nelson Peltz, Blackstone, Steve Schwarzman, Douglas Leone, Elon Musk, Biden Organizations: Service, LinkedIn, Republican, Business, Trump, Pershing, Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnderson Capital's Peter Andersen: I am a 'rational' supporter of AIPeter Andersen, Andersen Capital Management CIO, joins 'Power Lunch' to discuss markets, the Fed, and when to find sell triggers in AI plays.
Persons: Anderson, Peter Andersen Organizations: Andersen Capital Management
Since 2021, Goldman Sachs has been publishing annual data on it diversity, pay, and hiring goals. This year, it disclosed some new data on pay equity by gender. See where it's meeting it's diversity goals for junior hires and where it's falling short. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementGoldman Sachs just released its annual People Strategy Report, a yearly record that publicizes some of the firm's progress and goals in its approach to talent management, including diversity statistics, internal development, and employee resources.
Persons: Goldman Sachs, , Bentley de Beyer Organizations: Service, Business
Back in April we covered the breakout in Southern Copper (SCCO) from $116 a share. I think it can hold that support again and, along with underlying copper futures, mount another attack on the highs. Copper demand just recently exceeded 25 million metric tons this year and with the explosion in AI and with the move towards clean energy, copper demand is expected to reach 40 million metric tons in the next 15 years. Turning to our focus stock, Southern Copper (SCCO), the chart is also pulling back into a very similar correction with anticipated support in the $115-$105 zone. Southern Copper beat their top and bottom line earnings estimates for Q1 in April, and looking ahead the growth is expected to continue.
Persons: Jensen Huang, We're, Todd Gordon, Gordon, SCCO Organizations: Nvidia, Elliott, Edge, . Southern, Inside Edge, Inside Edge Capital Management Locations: South America, China, .
We asked the pros which are the best stock alternatives to Nvidia that are still cheap. Meta Meta remains a good investment at its current price, said Adam Coons, portfolio manager at Winthrop Capital Management. In 2025, that revenue growth is set for a 12% increase and earnings growth for 15%. That would put Meta's multiples at 26 times 2024's earnings and 23 times 2025's earnings, according to Coons. Meta is trading at a 19 times EV/EBIT multiple, versus Microsoft's 28 times, and Nvidia's 25 times.
Persons: Adam Coons, it's, Coons, Qualcomm Angelo Zino, Zino Organizations: Nvidia, Nasdaq, U.S . Federal, Winthrop Capital Management, CNBC Pro, Meta, Microsoft, Netflix, Big, Google, Gemini, Qualcomm, CFRA Research, Micron Micron, Micron Locations: Big Tech, China
Betting on AckmanBill Ackman has gained new prominence in recent months for his outspoken presence on social media. But he has also made riches for his investors and himself — and now others are hoping he’ll continue to do so. His Pershing Square Capital Management has sold a 10 percent stake for just over $1 billion to an array of outside investors, giving the hedge fund a lofty valuation. The question is whether Ackman’s newfound fans on social media will follow him as he grows his empire, including through a new listed fund and, eventually, an I.P.O. That has bolstered Ackman’s paper worth to $8 billion, Bloomberg calculates, making him 333rd among the world’s wealthiest people.
Persons: Bill Ackman, , he’ll, BTG, Marc Lasry, Doug Hirsch Organizations: Pershing, Capital Management, Arch Capital, Iconiq Investment Management, Bloomberg
Restaurants have traditionally lagged behind other sectors in their adoption of technology, but rising labor costs have changed the narrative. Major food industry players are making strides to invest in innovation, including AI and robotics. While it is still early days, analysts have already identified some companies that are taking the lead. YUM YTD mountain Yum Brands shares year to date Robots peeling avocados, mixing salads The use of robotics in restaurants is at its nascence. Chipotle, Sweetgreen and Cava partially have an advantage due to the nature of their products, which offer customers a bowl of mixed ingredients as an end order.
Persons: Bernstein, Danilo Gargiulo, Gargiulo, Morgan Stanley, Brian Harbour, Payne Capital Management Courtney Garcia, Rahul Krotthapalli, They've, Courtney Garcia, Garcia, Payne, Piper Sandler, Chipotle Organizations: Wall, CNBC, Google, Payne Capital Management, Starbucks, JPMorgan, Yum Brands, KFC, Taco Bell, Systems, Collider Lab Locations: Cava, Chipotle, Sweetgreen
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHedge fund manager Mark Yusko sees sign of 'very unhealthy markets,' warns stocks are overvaluedMark Yusko, Morgan Creek Capital Management CEO & CIO, joins 'Fast Money' to discuss why he believes the markets may be in trouble.
Persons: Mark Yusko Organizations: Morgan Creek Capital Management Locations: Morgan Creek
Pershing Square Capital Management CEO Bill Ackman is leaning to supporting Donald Trump. According to multiple reports, Ackman is considering a public announcement backing Trump. AdvertisementBillionaire investor Bill Ackman is considering endorsing former President Donald Trump, according to multiple reports. The Financial Times was the first to report that the hedge fund manager is leaning toward the former president. Ackman also supported former UN Ambassador Nikki Haley, who recently endorsed Trump after her failed GOP primary run.
Persons: Bill Ackman, Donald Trump, Ackman, Trump, , Dean Phillips, Joe Biden, Nikki Haley Organizations: Pershing, Capital Management, Wall Street titans, Service, Financial Times, Dean Phillips of, GOP, Business Locations: Dean Phillips of Minnesota
East West Bancorp shares have eked out a small gain in 2024, up 2%. Despite the heightened scrutiny around regional banks, little-known East West Bancorp has been able to pull ahead thanks to a key customer base: Asian Americans. American dream = home ownershipPart of what's helping East West succeed with Asian Americans goes all the way back to its origins. East West Bancorp was founded in 1973 as a federal savings and loan in the Los Angeles area to service the Chinese American and immigrant community struggling to obtain mortgages and business loans. East West also drives cross-border activity between the U.S. and other Asian countries, such as Thailand and Vietnam.
Persons: Alexander Yokum, Wells, Timur Braziler, Fannie Mae, Freddie Mac, , Braziler, Christopher Del Moral, Niles, it's, Del, Steven Leung, Leung, CFRA's Yokum, Yokum, Dominic Ng, that's Organizations: East West Bancorp, Regional Banking, Bancorp, West Bancorp, CFRA, Federal Housing Finance Agency, East, East West, U.S, Bancorp's Locations: Southern California, U.S, United States, East, Los Angeles, Asia, FactSet, East West, New York, Beijing, China, Shanghai, Thailand, Vietnam, Washington
Bill Ackman, Pershing Square Capital Management CEO, speaking at the Delivering Alpha conference in New York City on Sept. 28, 2023. Billionaire investor Bill Ackman is selling a 10% stake in Pershing Square, aiming to eventually take his investment firm public. Pershing Square had $18.6 billion in total assets under management as of the end of April. Most of its capital is in Pershing Square Holdings, a closed-end fund that trades on European stock exchanges. Ackman has become one of the world's most prominent hedge-fund investors after years of market-topping returns and vocal activist campaigns.
Persons: Bill Ackman, eyeing, Ackman, Ryan Organizations: Pershing, Capital Management, Delivering Alpha, Billionaire, Street Journal, Ryan Israel, Pershing Square Holdings, New York Stock Exchange, Grill, Hilton, Herbalife Locations: New York City, U.S, Israel, North America
Hedge fund executive and billionaire Bill Ackman has signaled to associates that he is likely to support Donald Trump for president over Joe Biden, according to a source familiar with the matter. Ackman previously financed Robert F. Kennedy Jr.'s campaign for president and Republican Nikki Haley's failed bid for the White House. If Ackman endorses Trump, he will join a growing crowd of Wall Street executives backing Trump over Biden. Blackstone CEO Steve Schwarzman recently said in a statement that he would support Trump. When asked at the time whether he would vote for Trump over Biden, Ackman said, "I'll make that decision when I have the choice."
Persons: Bill Ackman, David Rubenstein, Donald Trump, Joe Biden, Robert F, Kennedy Jr, Nikki Haley's, Ackman, Trump, Blackstone, Steve Schwarzman, Biden, Dean Phillips, Phillips Organizations: Pershing, Capital Management, White, Forbes, Financial Times, Wall Street, Biden, Trump, Republican, CNBC, Democratic, Commission Locations: New York
Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Below $200 a share is the level we'd get interested in buying more Salesforce stock, Jim said. The industrial name will continue to be a beneficiary of the AI trade due to Eaton's booming data center business. Alphabet : If this mega-cap name experiences a move lower, investors should scoop up shares, Jim said. Nvidia : There's not much more to say about Nvidia in light of another blowout earnings report and the strong guidance accompanying it.
Persons: Jim Cramer's, Jim, Apple's, Goldman Sachs, Salesforce, We've, Danaher, he'd, Walt Disney, We're, Estee Lauder, Eaton, Ford, Motors, Mary Dillon's, It's, Linde, Eli Lilly, Mark Zuckerberg's, Morgan Stanley, we're, Stanley Black, we've, Wynn, Jim Cramer, Michael M Organizations: Jim Cramer's Charitable Trust, CNBC, Club, Apple, Abbott Laboratories, Abbott Labs, Amazon Web Services, Broadcom, Dell, Samsung, Costco Wholesale, Coterra Energy, DuPont De Nemours, DuPont, The, Eaton, Ford, GE Healthcare, Honeywell, Jim, Linde, Microsoft, Nvidia, Palo Alto Networks, Palo Alto, Change, Procter & Gamble, Constellation Brands, Constellation, Modelo, Corona, Federal Reserve, TJX, Marshalls, Wynn Resorts, Jim Cramer's Charitable, Traders, New York Stock Exchange, Santiago, Getty Locations: China, Dover, Eaton, U.S, Maxx, HomeGoods, Wells Fargo, Macau, New York City
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Advertisement"Right now there's way too much confidence about the future trajectory of AI," Romer said. However, the economist argued there was not enough data available for the tech to keep progressing at the same pace. "It's just a lot of hype, the typical bubble hype where people are trying to cash in on the latest trend." Taken together, Romer and Kaltbaum see AI-linked stocks as hogging the market's gains — rightfully or not — and view the frenzy as a sign of problems ahead.
Persons: , Paul Romer, Gee, Romer, Gary Kaltbaum, Kaltbaum Organizations: Service, Bloomberg, Business, World Bank, Boston College, Nvidia, Nike, Kaltbaum Capital Management, Fox Business
Jim Paulsen on why there's still more upside room to the markets
  + stars: | 2024-05-29 | 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 EmailJim Paulsen on why there's still more upside room to the marketsJim Paulsen, ‘Paulsen Perspectives’ author and former chief investment strategist for The Leuthold Group and Wells Capital Management, joins 'Squawk Box' to discuss the latest market trends, state of the economy, inflation outlook, interest rate path, and more.
Persons: Jim Paulsen, ‘ Paulsen Organizations: Leuthold, Wells Capital Management
Earnings Exchange: Salesforce, Dollar General & Foot Locker
  + stars: | 2024-05-29 | 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 EmailEarnings Exchange: Salesforce, Dollar General & Foot LockerCourtney Garcia, senior wealth advisor at Payne Capital Management, joins CNBC's 'The Exchange' to discuss stock trades: Salesforce, Dollar General, and Foot Locker.
Persons: Foot Locker Courtney Garcia, Locker Organizations: Payne Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's stock has an awful lot of growth ahead of it, says Advisors Capital's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk on the Street' to discuss whether Nvidia's stock has gotten ahead of itself, competitors in Nvidia's space, and how to consider the sustainability of revenue growth for top AI companies.
Persons: Capital's JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Crowdstrike (CRWD) is a best-in-class cybersecurity leader that is poised for a technical breakout from resistance, despite being richly valued. One of the top concerns for firms in a post-pandemic world of remote, at-home workers is cybersecurity. Plus, the industry will also benefit greatly from the generative AI and cloud computing boom. And the long-term outlook for cybersecurity stocks is quite bullish as we power into what Nvidia's Jensen Huang refers to as 'the next industrial revolution'. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.
Persons: Cybersecurity, Morgan Stanley, Elliott, Nvidia's Jensen Huang, Todd Gordon, Gordon, CRWD Organizations: Alto Networks, Palo Alto Networks, Tactical Alpha, Edge, Inside Edge, Inside Edge Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket has plenty of momentum as long as 10-year stays below 5%, says MAI's Chris GrisantiChris Grisanti, MAI Capital Management chief equity strategist, joins CNBC's 'The Exchange' to discuss market outlooks, his reaction to Tuesday's Treasury auction, and more.
Persons: Chris Grisanti Chris Grisanti Organizations: MAI Capital Management, Treasury
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with MAI Capital's Chris Grisanti on interest rate forecastsChris Grisanti, MAI Capital Management chief equity strategist, joins CNBC's 'The Exchange' to discuss his outlooks on markets, Fed rate policy, and more.
Persons: Chris Grisanti Organizations: MAI, MAI Capital Management
The Haley rationale for backing TrumpAfter months of speculation, Nikki Haley said — in her first appearance since dropping out of the Republican presidential primary — that she would vote for Donald Trump, the man against whom she waged a sometimes scathing campaign. But it may provide cover to prominent donors like Ken Griffin who in recent weeks has suggested that he might come in from the cold and donate to Trump. Deep-pocketed Republicans flocked to Haley during the primary. “I think she is just what we need right now,” Langone said on Fox News. “What Trump put this country through the last three months of his presidency was disgraceful.”But donors are rethinking their aversion to Trump, who handily beat Haley and other rivals and is now leading President Biden in some polls.
Persons: Haley, Nikki Haley, , Donald Trump, Ken Griffin, Griffin, Paul Singer, Henry Kravis, Barry Sternlicht, Cliff Asness, Stanley Druckenmiller, Ken Langone, Reid Hoffman, wasn’t Trump, Nikki, ” Sternlicht, ” Langone, Trump, Biden, White, Israel Organizations: Trump, Republican, PAC, Elliott Management, KKR, Starwood Capital, AQR Capital Management, Democratic, LinkedIn, Times, Fox News Locations: Gaza
Three-Stock Lunch: Dell, Dupont De Nemours & Ralph Lauren
  + stars: | 2024-05-23 | 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 EmailThree-Stock Lunch: Dell, Dupont De Nemours & Ralph LaurenCourtney Garcia, Payne Capital Management senior wealth advisor, joins 'Power Lunch' to discuss plays for three stocks, including Dell, Dupont De Nemours, and Ralph Lauren.
Persons: Dupont, Dupont De Nemours, Ralph Lauren Courtney Garcia, Ralph Lauren Organizations: Dupont De, Payne Capital Management, Dell
Total: 25