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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBullish on tech, health care, staples, and industrials, says Degas WrightDegas Wright, Founder, CEO, and CIO of Decatur Capital, discusses the markets and the trading day ahead.
Persons: Degas Wright Degas Wright Organizations: Decatur Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUPS could be a strong long-term stock at current levels, says Decatur Capital CEODegas Wright, Decatur Capital CEO, joins 'The Exchange' to discuss how to trade Whirlpool, Diageo, and UPS.
Persons: Degas Wright Organizations: Decatur Capital, Whirlpool, Diageo, UPS
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCompanies that can bundle AI with their current products will succeed, says Degas WrightDegas Wright, Founder, CEO, and CIO of Decatur Capital, discusses his expectations for the new trading week.
Persons: Degas Wright Degas Wright Organizations: Companies, Decatur Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe major risk to Nvidia earnings is its relationship with China, says Degas WrightDegas Wright, Founder, CEO, and CIO of Decatur Capital, discusses his expectations for Nvidia.
Persons: Degas Wright Degas Wright Organizations: Decatur Capital, Nvidia Locations: China
Nvidia's revenue triples as AI chip boom continues
  + stars: | 2023-11-21 | by ( Jordan Novet | ) www.cnbc.com   time to read: +4 min
The company's data center revenue totaled $14.51 billion, up 279% and more than the StreetAccount consensus of $12.97 billion. With respect to guidance, Nvidia called for $20 billion in revenue for the fiscal fourth quarter. During the quarter, Nvidia announced the GH200 GPU, which has more memory than the current H100 and an additional Arm processor onboard. As recently as two years ago, sales of GPUs for playing video games on PCs were the largest source of Nvidia's revenue. Nvidia faces obstacles, including competition from AMD and lower revenue because of export restrictions that can limit sales of its GPUs in China.
Persons: Colette Kress, Kress, Raymond James, Srini Pajjuri, Jacob Silverman, Degas Wright Organizations: Nvidia, LSEG, Energy, Microsoft, AMD Locations: China, East, Australia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWright: You want to focus on expectations for the Fed, that will drive stock pricesDegas Wright of Decatur Capital discusses the state of the economy and future Fed policy, and why he's focusing on a biotech name and a company that provides cloud services for the life sciences and healthcare industry.
Persons: Degas Wright Organizations: Decatur Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWright: The S&P 500 will trade in a range of 4,400 and 4,700 into year-endDegas Wright, CEO and CIO of Decatur Capital, discusses August CPI, the current market environment, and his portfolio strategy.
Persons: Wright, Degas Wright Organizations: Decatur Capital
Earnings Exchange: How to play Dollar Tree, Splunk, and Nvidia
  + stars: | 2023-08-23 | 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 EmailEarnings Exchange: How to play Dollar Tree, Splunk, and NvidiaDegas Wright, Decatur Capital CEO, joins 'The Exchange' to discuss Wright's thoughts on the week's upcoming earnings results, how Wright would play Dollar Tree, and the story behind Splunk's earnings.
Persons: Nvidia Degas Wright, Wright Organizations: Decatur Capital
Wright: Find value in international markets, like India stocks
  + stars: | 2023-08-09 | 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 EmailWright: Find value in international markets, like India stocksDegas Wright, Founder, CEO, and CIO of Decatur Capital, discusses the financial sector, the markets, and where to find investing opportunities.
Persons: Degas Wright Organizations: Decatur Capital Locations: India
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Wilmington's Meghan Shue and Decatur's Degas WrightMeghan Shue, Wilmington Trust head of investment strategy, and Degas Wright, Decatur Capital Management CEO, join 'Closing Bell Overtime' to discuss the White House debt ceiling meeting, the banking crisis, and their reactions to a new round of quarterly earnings results.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're waiting to see full effect of Fed rate hikes, says Wilmington Trust's Meghan ShueMeghan Shue, Wilmington Trust head of investment strategy, and Degas Wright, Decatur Capital Management CEO, join 'Closing Bell Overtime' to discuss the White House debt ceiling meeting, the looming deadline, and what it means for the U.S. economy.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWright: We're likely to be stuck in this current trading range as the Fed hikes rates furtherDegas Wright of Decatur Capital discusses expectations for the job market, interest rates and highlights why he like one European bank and a big player in the aircraft and defense parts supplier business.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWright: Focus on profitable companies with a competitive advantage and strong dividend yieldsDegas Wright, Founder, CEO, and CIO of Decatur Capital, joins Worldwide Exchange to discuss the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCNBC investors (and veterans) take investing questions from fellow veteransDegas Wright of Decatur Capital Management joins 'Halftime Report' to answer veteran viewer questions, highlighting the cyber security sector, and the importance of portfolio diversification.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo money managers discuss how to position your portfolio during earnings seasonEric Beiley, Executive Managing Director at Steward Partners Global Advisory, and Degas Wright, Founder, CEO, and CIO of Decatur Capital, join Worldwide Exchange to discuss how a busy week of earnings could affect the markets.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWright: The Fed delivered a shock with its economic forecasts, and that's changed the outlook for the marketsDegas Wright of Decatur Capital says the markets expected aggressive rate hikes by the Fed, but was a little thrown by the forecasts for the Fed funds rate next year, and that sparked the recent declines.
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