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Search resuls for: "Internet Research"


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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a lot of growth yet to come for the ridesharing sector, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss state of the U.S. ridesharing sector, why he expects continued positive demand and growth in the industry, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Locations: ridesharing
Meta 's chief artificial intelligence scientist Yann LeCun has spent much of the past week sparring with Elon Musk over the Tesla CEO's treatment of scientists and news organizations, and for spreading false conspiracies on social media. The spat began days earlier, on May 27, after Musk took to X to encourage people to apply for roles at his AI startup, xAI. Musk, who has previously called for the prosecution of Fauci, posted on X, "Why do Dems love Fauci so much." Musk said in a post on X Monday that LeCun has been "out of touch with AI for a long time." "I'm sure the scientists who hide behind this collective name are super happy about that," LeCun said on X.
Persons: Yann LeCun, Elon Musk, LeCun, Musk, Anthony Fauci, Fauci, Mark Zuckerberg, Bill Gates, Investor Mark Cuban, Dustin Moskovitz, Musk's, Tesla, hasn't, He's Organizations: Elon, Google, Microsoft, Meta, Investor, Diversity, Equity, LeCun, Medical Internet Research, Trump Locations: xAI
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft keynote reinforces edge in AI race, says Jeffries' Brent ThillBrent Thill, software and internet research analyst at Jeffries, joins CNBC's 'The Exchange' to share his reaction to Microsoft's developer conference, the company's approach to AI, and more.
Persons: Jeffries, Brent Thill Brent Thill
Why Netflix is adding more subscribers every year
  + stars: | 2024-05-16 | 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 EmailWhy Netflix is adding more subscribers every yearMark Mahaney, Evercore ISI head of internet research, joins CNBC's 'Squawk Box' to discuss Netflix as the streaming giant announced that it has amassed 40 million users for its ad-supported plan, its plan to stream NFL games on Christmas Day, and more.
Persons: Mark Mahaney Organizations: Netflix
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle's vast consumer base is a 'huge advantage' for AI products, says Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins CNBC's 'The Exchange' to discuss Google's AI efforts, leadership changes at AWS, and more.
Persons: Mark Mahaney Mark Mahaney
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs discusses its divergent expectations for Tencent and Alibaba earningsRonald Keung, head of Asia internet research at Goldman Sachs, says it forecasts 20% earnings growth for Tencent but a mid to high single-digit decline in earnings for Alibaba.
Persons: Goldman Sachs, Ronald Keung Locations: Asia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSeeing a dispersion of ad revenue growth this quarter, says Mark MahaneyMark Mahaney, Head of Internet Research at Evercore ISI, discusses the digital ad market landscape.
Persons: Mark Mahaney Mark Mahaney Organizations: Internet Research, Evercore ISI
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore, Mark Mahaney Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Evercore ISI's Mark Mahaney and Odyssey's Jason SnipeMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore ISI's Mark Mahaney, Jason Snipe Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix's quarterly subs performance 'really impressive', says Evercore's Mark MahaneyAdam Crisafulli, Vital Knowledge founder, and Mark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk the day's market action and Netflix earnings.
Persons: Mark Mahaney Adam Crisafulli, Mark Mahaney Organizations: Vital Knowledge, Netflix
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Adam Crisafulli and Mark MahaneyAdam Crisafulli, Vital Knowledge founder, and Mark Mahaney, Evercore ISI head of internet research, join 'Closing Bell Overtime' to talk the day's market action and Netflix earnings.
Persons: Adam Crisafulli, Mark Mahaney Adam Crisafulli, Mark Mahaney Organizations: Vital Knowledge, Netflix
Amazon is Evercore ISI's top internet pick, here’s why
  + stars: | 2024-04-12 | 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 EmailAmazon is Evercore ISI's top internet pick, here’s whyMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk Box’ to discuss their bullish take on Amazon and more.
Persons: Mark Mahaney
Watch CNBC’s full interview with Evercore ISI’s Mark Mahaney
  + stars: | 2024-04-12 | 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 EmailWatch CNBC’s full interview with Evercore ISI’s Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk Box’ to discuss his bullish take on Amazon and more.
Persons: Evercore ISI’s Mark Mahaney Mark Mahaney
Meta trading at all-time high levels
  + stars: | 2024-04-05 | 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 EmailMeta trading at all-time high levelsMark Mahaney, Evercore ISI head of internet research, joins ‘Squawk on the Street’ to discuss why Meta is one of their top internet picks, their take on Netflix, and more.
Persons: Mahaney, Squawk Organizations: Meta, Netflix
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOur top pick in the 'Fab 5' remains to be Amazon, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Monday.
Persons: Evercore, Mark Mahaney Mark Mahaney
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a lot of tailwinds for Netflix's ad-supported tier, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell Overtime' to talk his latest not on Netflix and the impact of a TikTok ban.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Internet Research, Netflix
Amazon joins Dow 30: Here's what investors should know
  + stars: | 2024-02-26 | 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 EmailAmazon joins Dow 30: Here's what investors should knowMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Amazon's stock performance, the company's rise to the Dow 30, what to make of the recent Big Tech rally, his top stock picks, and more.
Persons: Mark Mahaney Organizations: Dow, Big Tech
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailInstacart having a personnel change this soon after IPO a 'shock', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to talk Instacart, Airbnb, and Lyft earnings.
Persons: Evercore, Mark Mahaney Mark Mahaney
No one misses the early days and dark theaters of the Covid pandemic, but the emergency workaround of streaming content was good for a few things anyway. People who formerly could not afford admission suddenly could, since much of it was free, and artists from anywhere could now be seen everywhere, with just a Wi-Fi connection. That’s how I first encountered “Russian Troll Farm,” a play by Sarah Gancher intended for the stage but that had its debut, in 2020, as an online co-production of three far-flung institutions: TheaterWorks Hartford, TheaterSquared in Fayetteville, Ark., and the Brooklyn-based Civilians. At the time, I found its subject and form beautifully realized and ideally matched — the subject being online interference in the 2016 presidential election by a Russian internet agency. But the production of “Russian Troll Farm” that opened on Thursday at the Vineyard Theater is an entirely different, and in some ways disappointing, experience.
Persons: Sarah Gancher, , , Darko Tresnjak, Taylor Swift, Biden, Gancher, Russia —, Trumpism, Hillary Clinton Organizations: Vineyard, Internet Research Agency Locations: Hartford, TheaterSquared, Fayetteville, Ark, Brooklyn, Russian, St . Petersburg, Russia
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAmazon has the most 'juice' to the upside among Big Tech stocks, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Snap's quarterly earnings results, Big Tech stocks' bull run, which tech company he likes the most, and more.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Big Tech
Chinese e-commerce firms need a 'healthy ecosystem,' UBS says
  + stars: | 2024-01-30 | 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 EmailChinese e-commerce firms need a 'healthy ecosystem,' UBS saysKenneth Fong, head of China internet research at UBS, discusses the current e-commerce model, saying there needs to be a balance between the platform, merchant and customer.
Persons: Kenneth Fong Organizations: UBS Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTone of regulations will probably be supportive of 'healthy' internet platform development: GoldmanRonald Keung, head of Asia internet research at Goldman Sachs, says the investment bank holds "a relatively more constructive view on the normalization of domestic regulations."
Persons: Goldman Ronald Keung, Goldman Sachs Locations: Asia
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNetflix is looking more attractive as a free cash-flow name, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell: Overtime' to discuss Netflix earnings as shares surge after reporting.
Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: Netflix, Internet Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvercore ISI's Mark Mahaney on why Google is the riskiest large-cap internet stockMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss a Q4 preview of internet stocks, which companies he sees the most upside to estimates, and more.
Persons: Mark Mahaney, Mahaney Organizations: Google
"With a lower revenue for online games, the ad industry would be impacted too," he said. UBS estimates online games account for about 20% of the online ad industry's revenue. BEIJING — China's proposed gaming rules would hit smaller developers more than large ones, while also reducing overall online advertising revenue, according to UBS. It's "very common" for online games to encourage daily sign-in and offer rewards for the initial in-app purchase, UBS's Fong said. "As the online game is a very creative industry," he said, "we believe the game developers would likely design other means to attract and retain users."
Persons: Kenneth Fong, BEIJING —, UBS's Fong, Fong Organizations: UBS, Christmas, Gaming, National Press, Administration Locations: China, Hong Kong, BEIJING, Beijing
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