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Top related persons:
James Cakmak - 6 James Cakmak James Cakmak - 4 Amazon James Cakmak - 2 Ruben Roy - 1 William Lee - 1 Nancy Tengler - 1 Andy Jassy - 1
Top related locs:
Stifel
Top related orgs:
Capital - 4 Amazon - 3 Nvidia - 2 Equity Research - 1 Milken Institute - 1 Laffer - 1 Investments - 1 Apple - 1

Search resuls for: "James Cakmak"


19 mentions found


☆ Cakmak: Trimming Nvidia, as most of its upside is already priced in
  + stars: | 2024-06-21 | 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 EmailCakmak: Trimming Nvidia, as most of its upside is already priced inJames Cakmak, Partner at Clockwise Capital, discusses Nvidia and the XLK ETF's rebalance.
Persons: James Cakmak Organizations: Capital, Nvidia
☆ Two tech experts on whether Nvidia can sustain its record growth trajectory
  + 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 EmailTwo tech experts on whether Nvidia can sustain its record growth trajectoryJames Cakmak, Partner at Clockwise Capital, and Ruben Roy, Managing Director of Equity Research at Stifel, discuss Nvidia's Q1 earnings report.
Persons: James Cakmak, Ruben Roy Organizations: Nvidia, Equity Research Locations: Stifel
☆ Tech earnings expectations are getting ahead of themselves, says James Cakmak
  + stars: | 2024-04-22 | 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 EmailTech earnings expectations are getting ahead of themselves, says James CakmakJames Cakmak, Partner of Clockwise Capital, discusses the big week for tech earnings.
Persons: James Cakmak James Cakmak
☆ Two market experts debate the push and pull between stocks and the economy
  + stars: | 2024-03-04 | 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 EmailTwo market experts debate the push and pull between stocks and the economyJames Cakmak, Partner at Clockwise Capital, and William Lee, Chief Economist at the Milken Institute, discuss the staying power of the markets' rally.
Persons: James Cakmak, William Lee Organizations: Milken Institute
☆ Clockwise's James Cakmak holds bullish case for Amazon
  + 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 EmailClockwise's James Cakmak holds bullish case for AmazonJames Cakmak, Clockwise Capital partner and portfolio manager, joins 'The Exchange' to discuss the potential continued upside for Amazon stock, where growth could be expected within Amazon's business model, and more.
Persons: James Cakmak, Amazon James Cakmak Organizations: Amazon
☆ Two top tech investors discuss the sustainability of the Magnificent 7 rally
  + stars: | 2024-02-23 | 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 EmailTwo top tech investors discuss the sustainability of the Magnificent 7 rallyNancy Tengler, CEO and CIO of Laffer Tengler Investments, and James Cakmak, Partner at Clockwise Capital, discuss the tech sector's rally this week.
Persons: Nancy Tengler, James Cakmak Organizations: Laffer, Investments, Capital
☆ Meta is in 'great shape,' says Clockwise Capital's James Cakmak
  + stars: | 2024-02-01 | 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 EmailMeta is in 'great shape,' says Clockwise Capital's James CakmakJames Cakmak, Clockwise Capital partner and portfolio manager, joins 'The Exchange' to discuss Apple and Meta ahead of their earnings.
Persons: James Cakmak James Cakmak Organizations: Apple
☆ Initial uptake of Microsoft Copilot will be slow but should eventually accelerate, says James Cakmak
  + stars: | 2023-11-01 | 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 EmailInitial uptake of Microsoft Copilot will be slow but should eventually accelerate, says James CakmakJames Cakmak, Partner at Clockwise Capital, discusses the launch of Microsoft's AI Copilot tool.
Persons: James Cakmak James Cakmak Organizations: Microsoft, Capital
☆ Q4 Big Ideas: James Cakmak makes the bull case for Amazon
  + stars: | 2023-09-28 | 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 EmailQ4 Big Ideas: James Cakmak makes the bull case for AmazonJames Cakmak, Partner at Clockwise Capital, discusses why he's bullish on Amazon going into the fourth quarter.
Persons: James Cakmak, Amazon James Cakmak Organizations: Amazon, Capital
☆ Amazon forecasts underestimate operating income growth, says Clockwise Capital's James Cakmak
  + stars: | 2023-07-11 | 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 forecasts underestimate operating income growth, says Clockwise Capital's James CakmakJames Cakmak, partner and portfolio manager at Clockwise Capital, joins 'The Exchange' to discuss AWS growth bottoming, muted expectations for online sales growth, and how Amazon CEO Andy Jassy has managed the business following Covid.
Persons: James Cakmak James Cakmak, Andy Jassy Organizations: Amazon
☆ Ongoing deceleration in IT spending is not reflected in tech earnings, says Jefferies' Brent Thill
  + stars: | 2023-04-28 | 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 EmailOngoing deceleration in IT spending is not reflected in tech earnings, says Jefferies' Brent ThillClockwise Capital's James Cakmak, Jefferies' Brent Thill, and CNBC's Steve Kovach join 'The Exchange' to discuss major themes in Big Tech earnings, a deceleration in IT spending, and the focus on A.I., cloud, and Digital Advertising.
☆ Here's how to position yourself in tech right now
  + stars: | 2023-03-17 | 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 EmailHere's how to position yourself in tech right nowJames Cakmak of Clockwise Capital and Jason Ware of Albion Financial join CNBC's Kelly Evans and 'The Exchange' to discuss the economy, inflation and whether now's a good time to be in tech.
☆ Google nixes paying out remainder of maternity and medical leave for laid-off employees
  + stars: | 2023-03-17 | by ( Jennifer Elias | ) www.cnbc.com   time to read: +10 min
The group includes people who were approved for or are currently on maternity leave, baby bonding leave, caregiver's leave, medical leave and personal leave. Early last year, Google announced it would be increasing parental leave for full-time employees to 18 weeks for all parents and 24 weeks for birth parents. Pichai said U.S.-based employees would receive 16 weeks of severance pay plus two weeks for each additional year they worked at Google. The Laid off on Leave group sent its first email to executives in January, and shared specific examples of Google employees impacted by the job cuts while on their previously approved leave. The company didn't address whether it would cover full medical leave on top of the severance payout.
☆ The bull vs. bear case for Amazon
  + stars: | 2023-03-06 | 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 EmailThe bull vs. bear case for AmazonJames Cakmak, Clockwise Capital Partner, and Barton Crockett, Rosenblatt Securities senior analyst, join 'The Exchange' to discuss bull-bear case for Amazon.
☆ Clockwise Capital's James Cakmak on Alphabet layoffs, Netflix Q4 results
  + stars: | 2023-01-20 | 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 EmailClockwise Capital's James Cakmak on Alphabet layoffs, Netflix Q4 resultsClockwise Capital's James Cakmak gives his thoughts on Alphabet's plans to layoff workers and Netflix's Q4 earnings results.
☆ Two top markets watchers on why higher wages, cost-of-living and liquidity are all bad signs for corporate profits in 2023
  + stars: | 2022-12-19 | 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 EmailTwo top markets watchers on why higher wages, cost-of-living and liquidity are all bad signs for corporate profits in 2023Ivory Johnson of Delancey Wealth Management and James Cakmak of Clockwise Capital discuss expectations for the markets, interest rates and inflation in the new year.
☆ The tech sector can recover before interest rate hikes slow, says Clockwise Capital's James Cakmak
  + stars: | 2022-10-12 | 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 EmailThe tech sector can recover before interest rate hikes slow, says Clockwise Capital's James CakmakJames Cakmak, Clockwise Capital partner and portfolio manager, joins 'The Exchange' to discuss why he is betting on tech platforms over services.
☆ Cakmak: Cloud-first tech companies have the most indestructible growth curves
  + stars: | 2022-09-26 | 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 EmailCakmak: Cloud-first tech companies have the most indestructible growth curvesJames Cakmak, Partner and Portfolio Manager at Clockwise Capital, joins Worldwide Exchange to discuss the recent tech wreck.
☆ Cloud-first companies will drive the digital transformation, says Clockwise Capital's James Cakmak
  + stars: | 2022-09-22 | 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 EmailCloud-first companies will drive the digital transformation, says Clockwise Capital's James CakmakJames Cakmak, partner at Clockwise Capital, joins 'The Exchange' to express his concerns around Powell's Fed policy decisions, discuss the companies leading the digital transformation and underscore the resiliency of cloud-first companies.
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