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Three-Stock Lunch: JPMorgan, Palo Alto & Lam Research
  + stars: | 2024-05-21 | 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 EmailThree-Stock Lunch: JPMorgan, Palo Alto & Lam ResearchVictoria Greene, G Squared Private Wealth founding partner, joins 'Power Lunch' to discuss stock plays for three stocks, including JPMorgan, Palo Alto, and Lam Research.
Persons: Lam Research Victoria Greene Organizations: JPMorgan, Palo, Lam Research, Private Wealth Locations: Palo Alto
Read previewMore extreme weather is scrambling the high-tech systems that have given the US military its edge. For example, severe weather can degrade navigation systems such as GPS and sensors on precision-guided munitions. Heavy rain ground aircraft and drones, intense heat exhausts troops, dust storms gum up tank engines, and storms damage ships at sea. The problem is that tactical units on the front lines, or in remote areas, often lack the connectivity to receive weather reports. "NOAA [the National Oceanic and Atmospheric Administration], the private sector and universities are actively working to improve global weather models," Regens said.
Persons: , James Regens, Napoleon, Jason Serrit, Regens, Michael Peck Organizations: Service, Business, Royal United Services Institute, Waterloo, Staff, US Air Force, Antiphon Solutions, North America, Pentagon, NOAA, National Oceanic, Administration, Defense, Foreign Policy, Rutgers Univ, Twitter, LinkedIn Locations: British, Iran, Iraqi, California, Oklahoma, Europe, NATO, Forbes
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThree Buys and a Bail: NVIDIA, Amazon, Goldman Sachs, and ConstellationVictoria Greene, G Squared Private Wealth founding partner and CIO, joins CNBC's 'The Exchange' with three buys and a bail: NVIDIA, Amazon, Goldman Sachs, and Constellation.
Persons: Goldman Sachs, Constellation Victoria Greene Organizations: NVIDIA, Amazon, Constellation, Private Wealth
Wayfair follows other direct-to-consumer brands that have opened stores, including Warby Parker , Figs , Casper, Glossier and Everlane. In the early 2010s, new store openings largely outpaced closures, until the tide turned in 2017. Jeenah Moon | Bloomberg | Getty ImagesOther privately held direct-to-consumer brands have also expanded into retail stores, including bedding company Brooklinen, furniture store Burrow and apparel brands Everlane and Untuckit. High cost of entryIf direct-to-consumer brands could all open stores and suddenly boost sales and profitability, they'd all be doing it. Courtesy: WayfairSome direct-to-consumer brands have already been burned after they expanded too quickly and demand fell.
Persons: Niraj Shah, Wayfair, Warby Parker, Glossier, They're, Larry Cheng, It's, you'll, Liza Lefkowski, Shah, Coresight, John Mercer, Coresight's, Trina Spear, Spears, King, King of Prussia, Rebecca Fitts, Alvarez, Tolia, Allbirds, Al Drago Organizations: CNBC, Apple iOS, Companies, Walmart, Target, Joss, Discount, TJX, Bloomberg, Getty, Marsal, Washington , D.C Locations: Wilmette , Illinois, Chicago, Casper, Amazon, U.S, Coresight Research's, Burlington, Los Angeles, Philadelphia, King, King of Prussia , Pennsylvania, Georgetown, Washington ,
A movement to rein in online pornography is rapidly intensifying, fueled by conservative outrage and growing unease over the accessibility of sexual content online, especially for children. Pornography is mentioned on the first page; banning pornography and locking up those who produce it are proposed on Page 5. He was an occasional guest at Hugh Hefner’s famed Playboy Mansion and made cameos in soft-core pornographic films produced by the company – though not in any scenes depicting sexual content or nudity. ‘Sex is the canary in the coal mine’The Supreme Court has deemed previous attempts to curb online pornography unconstitutional on First Amendment grounds. They were designed to protect adults from accessing adult content, which, of course, is their stated aim.
Persons: Donald Trump’s, Trump, , , Terry Schilling, Hugh Hefner’s, Stormy Daniels, Karen McDougal –, McDougal, Daniels, Kevin Roberts, ” Roberts, ” Roberts hasn’t, Ben Carson, Charlie Kirk, Chris LaCivita, Susie Wiles, President Trump, LaCivita, Wiles, Mike Stabile, ” Pornhub, , Robert Winterton, Pornhub, Solomon Friedman, It’s, ” Schilling, Paul Dans, Stabile, ” Stabile, Schilling, “ It’s, Stuart Brotman, Brotman –, Playboy’s Hefner –, Roberts, ” Brotman, Ben Bull, ” Bull Organizations: CNN, Trump, Heritage Foundation, Playboy, Heritage, Housing, Urban, Free Speech Coalition, US, Apple, Google, Facebook, , National Center, Media, Ethical Capital Partners, Republicans, US Department of Justice, University of Tennessee, GOP Locations: Manhattan, Washington, DC, Lake Tahoe, Texas, – Virginia, Montana , North Carolina , Arkansas , Utah , Mississippi, Louisiana, California, Knoxville
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGreene: Markets are focusing on earnings growth over inflation trendsVictoria Greene, Founding Partner and CIO of G Squared Private Wealth, discusses the markets ahead of the April CPI report.
Persons: Victoria Greene Organizations: Greene, G, Wealth Locations: Victoria
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalantir's Joe Lonsdale on college campus chaos: It's showing the 'rot' at a lot of these placesJoe Lonsdale, 8VC founding partner and Palantir co-founder, joins 'Squawk Box' to discuss the rise in college campus protests, the state of college campus wars, the advancement of defense technology on the battlefield, his trip to India, and more.
Persons: Joe Lonsdale, Palantir Locations: 8VC, India
Plus, the pandemic and the shift to working from home have made millennials and Gen Z lonelier than ever, thanks in part to doomscrolling. "I believe the conventional 'make friends' apps too closely mimic the dating model, which can feel awkward and high-pressure for making friends," he said. The group hosts "reading parties" at bars and event spaces with the goal of helping people connect through reading. Dinner With Friends, a group that throws dinner parties, has worked on sponsored events with brands like Bumble and Geneva. Dinner With Friends founder Anita Michaud said brands typically either sponsor entire dinners or provide products — like canned cocktails — for the dinner parties.
Persons: , they've, Danial Hashemi, Sydney, Z, millennials, Cliff Lerner, Lisa Oreshkina, Saneblidze, Tom Worchester, Andreessen Horowitz, Victor Pontis, Luma, Liz Chick, Gen, Mira Hobbs, ReCreate's Chick, Anita Michaud, Peter Boyce II, Boyce, Maitree Mervana Parekh, Marlon Nichols, they're, it's, Ben Bradbury Organizations: Service, Business, Sydney Bradley, Big Tech, Tech, Timeleft, Reading, Facebook, VC, Wine, Bumble, New, Acrew, MaC Venture, Reading Rhythms Locations: New York City, Los Angeles, New York, Brooklyn, Squarespace, Lisbon, Amsterdam, London, San Francisco, Geneva
Three-Stock Lunch: Apple, Paramount & Charles Schwab
  + stars: | 2024-05-06 | 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 EmailThree-Stock Lunch: Apple, Paramount & Charles SchwabVictoria Greene, G Squared Private Wealth founding partner, joins 'Power Lunch' to discuss investment plays for three stocks, including Apple, Paramount, and Charles Schwab.
Persons: Charles Schwab Victoria Greene, Charles Schwab Organizations: Paramount, Charles, Private Wealth, Apple
Gold bracelets at a gold jewelry store in the Zhejiang Province of China. Thousands of people in China have been duped into forking out money on "fake gold" — inferior or artificial gold — after trying to purchase so-called "999 gold" online, according to the government. The purest form of gold is commonly referred to as 999 gold, because it has gold content of 99.9%. "Fake gold is becoming a major problem in China as more Chinese are looking to put their savings into gold," said China Market Research Group's Managing Director Shaun Rein. Fake gold gets darker or reveals a greenish color when placed under flame, while pure gold turns brighter on exposure to heat.
Persons: Shaun Rein, Nikos Kavalis, Rein, Taobao, Pinduoduo Organizations: Visual China, Getty, Research, India, World Gold, Metals, ChinaFotoPress Locations: Zhejiang Province, China, scammers, Nantong
Big Tech's big green card problem
  + stars: | 2024-05-02 | by ( Hugh Langley | Kali Hays | Eugene Kim | ) www.businessinsider.com   time to read: +8 min
Big tech companies have pulled back on PERM applications, often the first step to a green card. AdvertisementBig tech companies have backed off green card applications in a big way because the process has become tougher and there's less competition for talent. "If some of these people say 'yes, I'm interested,' then you're out of luck with the green card application." So this makes the green card process potentially easier outside of places like the Bay Area and NYC, she explained. Are you a foreign tech worker struggling with a green card application?
Persons: Ava Benach, , Googlers, Benach, It's, Hugh Langley, Kali Hays, Eugene Kim Organizations: Big, Google, Service, Department of Labor, Washington DC, Amazon, Business, Meta, Companies, Citizenship, Immigration Services, Supply, Bay, Labor, Area, Big Tech, US, Department, Labor Department, Software Engineer, Research Locations: PERM, Silicon Valley, New York City, Washington, khays@businessinsider.com
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPuck's Matt Belloni on Paramount-Skydance merger talks: Still see the deal happeningMatt Belloni, Puck founding partner, joins 'Squawk Box' to discuss the departure of Paramount CEO Bob Bakish, the impact on Paramount's merger talks with Skydance, and more.
Persons: Matt Belloni, Puck, Bob Bakish, Skydance Organizations: Paramount
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft and Alphabet demonstrated the current benefits of AI strategies: Plexo Capital's Lo ToneyLo Toney, Plexo Capital founding partner, joins 'Closing Bell' to discuss tech earnings this week from some mega caps and how AI will play into sector earnings.
Persons: Capital's Lo Toney Lo Toney Organizations: Microsoft, Plexo
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInvestors are searching for mudders in their portfolios, says Victoria GreeneVictoria Greene, Founding Partner and Chief Investment Officer of G Squared Private Wealth, discusses the new trading week ahead.
Persons: Victoria Greene Victoria Greene Organizations: G, Wealth
South Pointe Beach in Miami Beach, Florida. Climate risk is "always on our thoughts," said Habibian, 39, who moved to Miami-Dade County about six years ago. Despite that risk, 66% of Miami-Dade County residents said they'd never leave, according to a study published in the journal Climate Risk Management. "We try to be smart about it, try to be proactive as best we can," Arditi said of climate risk. Juxtaposed at left was one of the last remaining patches of mangroves in the urban Miami area, a living memorial to a once-thriving population.
Persons: Greg Iacurci, Daniel Habibian, Harold Wanless, Sonia Brubaker, Saul Martinez, Andrew Rumbach, Rumbach, Joe Raedle, Irma, Al Diaz, they'd, Steven Bustamante, Bustamante, Jeff Greenberg, There's, David Arditi, Arditi, Aria's, Jeff Bezos, Goldman Sachs, Douglas Sacks, Ken Griffin, Brubaker, Biscayne Bay . Miami Worldcenter, Chandan Khanna, Dion Williams, Williams, Dion, Todd Crowl, Crowl, We're, Erik Salna, Chris Baraloto, Rita Teutonico, Amy Knowles, Knowles, it's, City of Miami Beach Greg Iacurci Miami Organizations: Greg Iacurci MIAMI, University of Miami, City, CNBC, Cumming Group, Florida Department of Transportation, Bentley, Bloomberg, Getty, Urban Institute, Organisation for Economic Co, Miami, Volunteers, Florida Keys, Miami Herald, Tribune, Service, Dade, Risk, Yale University's School of, Finance, SEC, Miami Beach, Universal, Group, Aria Development, National Association of Realtors ., Miami Realtors, Amazon, Citadel, Resorts, Bloomberg News, Dade County's, Getty Images, Residences, Pointe Park, Fifth, Afp, Federal Emergency Management Agency, Management, Sunshine, Insurance, Institute, Florida International University Institute of Environment, Hurricanes, University of Pennsylvania, International Hurricane Research, of, Florida International University, City of Miami Beach Locations: Pointe Beach, Miami Beach , Florida, Miami, South Beach, Dade, City of Miami, Dade County, New York, Fort Lauderdale, West Palm, South Florida, Florida, Tampa, St . Petersburg, Miami , Florida, Southeast Florida, Miami Beach, City, Aria's Miami, U.S, California , New York, New Jersey, America, Caribbean, New York City, Biscayne Bay . Miami, Pointe, It's, Surfside, . Florida, Biscayne Bay, Miami's, Bermuda, Kampong, Coconut Grove, Brittany Bay, South Pointe, City of, Brittany Bay Park
What if plants could talk to farmers and tell them when they're distressed? That would not only help the plants but also reduce the amount of agricultural waste that threatens the planet's health. Now companies like SatAgro, Climate FieldView, and a California-based startup called InnerPlant are working to reduce agricultural waste. From that signal, farmers know what to treat, meaning they don't waste money on chemicals, which are over-applied by up to 30%, Aronov said. In addition to Bison Ventures, InnerPlant is backed by John Deere, MS&AD Ventures, UpWest VC and Bee Partners.
Persons: Shely Aronov, Aronov, InnerPlant, Tom Biegala, John Deere, Lisa Rizzolo Organizations: Environmental Protection Agency, National Institute of Food, Agriculture, Bison Ventures, InnerPlant, AD Ventures, UpWest, Bee Partners, CNBC Locations: California, North America, South America
Magic Eden coders gathered in an Airbnb in San Jose, California, to hack in preparation for the so-called bitcoin halving. Their goal was to spend a week hacking to prepare for the so-called bitcoin halving — an event that is baked into the chain's code and helps to stave off inflation through programmatic monetary policy. watch nowTechnically speaking, runes just enables asset issuance of fungible tokens on bitcoin's base chain. The reason this is significant to developers is because of its efficiency relative to existing BRC-20 tokens, bitcoin's widely-used fungible token standard that has already received a ton of traction. "There's definitely been an awakening of capital interest in the bitcoin layer two space," said Muneeb Ali, who co-founded Stacks — an open-source blockchain network that brings smart contracts to bitcoin.
Persons: Eden coders, Amil Husain, Magic Eden, Bitcoin, Eden's, Zedd Yin, Eden's coders, Yin, blockchain, Casey Rodarmor, Rodarmor, Casey, Nic Carter, Bill Barhydt, bitcoin, Barhydt, I've, Carter, PitchBook, There's, Muneeb Ali, Ali, Christopher Calicott, Amil Husain DeFi, Hong Fang, Fang, Goldman Sachs, Stacks's Ali Organizations: East Foothills, Fighter, Engineers, solana, Island Ventures, Venture, CNBC, Magic Eden, Austin, Trammell Venture Partners, Labs, Ribbit Capital Locations: San Jose , California, U.S, Northern California, solana, ethereum, Abra, bitcoin, San Jose, Bitcoin
Similar to a music festival, the Grand Prix has artists perform before the race. Britney Spears, Bruno Mars and Billy Joel are just some of the stars who have performed at the Grand Prix in Austin. He suggested the limited number of general admission tickets that will be released after the announcement of the artist will still be priced below $400. The Grand Prix runs from October 18-20. General admission seating is among the most basic options for a race known for its glitz and glamour.
Persons: COTA, “ Taylor, Swift, ” COTA, Bobby Epstein, Britney Spears, Bruno Mars, Billy Joel, , ” Epstein, Epstein, “ It’s, Organizations: New, New York CNN, Formula, United States, Prix, CNN Locations: New York, Austin , Texas, Austin
watch nowHELL'S GATE, Kenya — Two-and-a-half hours northwest of Nairobi by car, a small group of bitcoin miners set up shop at the site of an extinct volcano near Hell's Gate National Park. "That doesn't happen without the bitcoin miners and us being globally distributed." MacKenzie SigalosWherever the operation, bitcoin mining is a volatile business, because so much of the economics depends on the price of the cryptocurrency. Before getting into bitcoin mining, he and his two co-founders, Philip Walton and Janet Maingi, spent years building internet connectivity infrastructure in rural and urban Africa. Demand from bitcoin miners on these semi-stranded assets is making renewables in Africa economically viable.
Persons: Jack Dorsey's, MacKenzie Sigalos, Erik Hersman, Bitcoin, Gridless, Lake Naivasha, bitcoin, Adam Sullivan, Philip Walton, Janet Maingi, Michael Gottschalk, Nic Carter, Carter, Hersman, It's, it's Organizations: CNBC, Kenyan, Core, Deutsche Bank, Marathon, United Arab, Getty, Island Ventures, Miners, International Energy Agency Locations: Kenya, Nairobi, Lake Naivasha, Malawi, Zambia, Venezuela, Lebanon, Gate, Lake, U.S, Texas, Russia, China, America, Africa, Toronto, Argentina, Florida, United Arab Emirates, Paraguay, Hersman, Sudan, Iceland, El Salvador, Bhutan
U.S. crude oil and global benchmark Brent finished out the week about 3% lower, despite the fact that Iran and Israel traded direct strikes against each other's territory for the first time. Fears that oil prices could shoot to $100 a barrel or above did not materialize. The market has essentially erased the risk premium associated with the Iran-Israel tensions after traders bid up prices last week on war fears. "These skirmishes did not impress the oil markets, which believe that no disruption to oil flows will occur." Papic said a sustained war between Israel and Iran is difficult to imagine and may even be practically impossible.
Persons: Ali Mohammadi, Israel, Manish Raj, John Kilduff, Marko Papic, Papic, Brent, Kilduff, CNBC's Organizations: Persian Gulf, Bloomberg, Getty, Brent, Israel's, Israel, Traders, Velandara Energy Partners, Again, International Atomic Energy Agency, Clocktower Locations: Bandar Abbas, Iran, Israel, U.S, Damascus, Syria, Tehran
Investing in semiconductors may be the most efficient way to play the artificial intelligence boom, according to VanEck's CEO. "Semiconductors have become the heart of the AI trade," Jan van Eck told CNBC's "ETF Edge" this week. His firm's VanEck Semiconductor ETF (SMH) , which tracks 25 of the biggest chipmakers in the country, is up 21% this year as of Wednesday's close. However, SMH has fallen nearly 6% this month, led to the downside by Intel , AMD and On Semiconductor . Still, Akins advises investors to pay attention to semiconductor fund flows as a barometer for future performance.
Persons: Jan van Eck, CNBC's, SMH, it's, Van Eck, van Eck, Mike Akins, Akins, pare Organizations: Semiconductors, Semiconductor, Intel, AMD, Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMiddle East concerns have already been priced into oil markets, says Again Capital's John KilduffJohn Kilduff, Again Capital founding partner, joins 'Squawk on the Street' to discuss what needs to happen for oil prices to ease lower, how the White House is considering the oil market, and more.
Persons: Capital's John Kilduff John Kilduff Organizations: Capital
Ukraine's campaign of attacks against Russian oil refineries is demonstrating how relatively cheap drones that utilize artificial intelligence could pose a major threat to global energy markets. Ukraine-launched drones have hit 18 Russian oil refineries this year with a combined capacity of 3.9 million barrels per day, according to report published by JPMorgan earlier this month. Some 670,000 bpd of Russian refining capacity is currently offline due to the strikes, according to the bank. "Certainly, those attacks could have a knock-on effect in terms of the global energy situation," Austin told the Senate Armed Services Committee. The deployment of AI drones also has broader implications for global energy markets, according to Bob Brackett, a senior research analyst at Bernstein.
Persons: Natasha Kaneva, Lloyd Austin, Biden, Austin, we've, John Kilduff, Bob Brackett, Bernstein, Brackett Organizations: Reuters, JPMorgan, Kyiv, . Defense, Senate Armed Services Committee, Financial, Again Locations: Ukraine, Ryazan, Ryazan Region, Russia, Taneco, Kyiv, Moscow, Russian, China, India
An anti-missile system operates after Iran launched drones and missiles towards Israel, as seen from Ashkelon, Israel April 14, 2024. Iran launched more than 300 drones and missiles against military targets in Israel on Saturday in an attack that President Joe Biden described as "unprecedented." The air assault was the first time Iran has directly attacked Israeli territory, senior U.S. military officials told reporters in a call Sunday. The attack was launched from locations in Iran, Iraq, Syria and Yemen, the officials said. More than 100 ballistic missiles were fired at Israel as well as land attack cruise missiles and drones, a senior administration official said.
Persons: Israel, Brent, Joe Biden, Biden, Daniel Hagari, John Kilduff, Netanyahu, Jorge Leon, Leon Organizations: The West Texas Intermediate, May, Nevatim Air Force Base, Israel Defense Forces, Again, Rystad Energy, Sunday, U.S, Islamic Locations: Iran, Israel, Ashkelon, U.S, The, Iraq, Syria, Yemen, Damascus
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarkets should relax, as earnings growth is still possible, says Victoria GreeneVictoria Greene, Founding Partner and CIO of G Squared Private Wealth, discusses the whipsaw week for the markets, earnings season, and her top stock picks.
Persons: Victoria Greene Victoria Greene Organizations: G, Wealth
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