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Top related persons:
Thiago Alves Kapulskis - 1 Atif Malik - 1 Morgan Stanley's Joseph Moore - 1 — - 1 Samantha Subin - 1 Michael Bloom - 1 Thiago Kapulskis - 1 Kapulskis - 1
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China Saudi Arabia American Xinjiang
Top related orgs:
Nvidia - 1 U.S - 1 Investment - 1 U.S . Commerce Department - 1 Citi - 1 Apple - 1 Nike - 1 Bank of America - 1

Search resuls for: "Kapulskis"


3 mentions found


☆ Investors should 'buy the dip' in Nvidia shares, Itau BBA analysts say
  + stars: | 2023-10-25 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Shares of chipmaker Nvidia fell sharply earlier this month after the U.S. government announced new restrictions on exporting advanced artificial intelligence chips to China. Investment bank Itau BBA's analysts believe the new export controls could reduce Nvidia's revenues from China by about 10% in 2025. However, the analysts say the stock's pullback has likely already priced in most or all of that impact. NVDA 1M mountain Itau BBA's $600 price target for Nvidia points to more than 40% upside from the current share price. In response to the plans for new export restrictions, Citi analyst Atif Malik cut his Nvidia price target to $575 from $630.
Persons: Thiago Alves Kapulskis, Atif Malik, Morgan Stanley's Joseph Moore, —, Samantha Subin, Michael Bloom Organizations: Nvidia, U.S, Investment, U.S . Commerce Department, Citi Locations: China, Saudi Arabia
☆ Apple bear says he's not shorting the stock just yet despite China concerns. Here's why
  + stars: | 2023-09-12 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Apple shares fell sharply last week on reports that China is restricting government employees from using iPhones and other Apple devices for work purposes. Why short Apple? However, despite the China worries, the Itau BBA analyst is holding off on shorting the stock for now. Apple is expected to launch its new iPhone 15, Apple Watch Series 9, an updated AirPods model, and an iPad mini 7. The trading days after the launch event have historically been volatile.
Persons: Thiago Kapulskis, Kapulskis Organizations: Apple, Nike, Bank of America Locations: China, American, Xinjiang
☆ Tech investors focus on profits after layoffs; companies to highlight AI
  + stars: | 2023-04-24 | by ( Nivedita Balu Tiyashi Datta | Nivedita Balu | Tiyashi Datta | ) www.reuters.com   time to read: +3 min
REUTERS/Dado Ruvic/IllustrationApril 24 (Reuters) - A quarter into record layoffs, investors in U.S. tech giants will scrutinize if the cost cuts boosted profits to their satisfaction, while the companies emphasize how artificial intelligence will be their next growth driver. Microsoft Corp (MSFT.O), Google parent Alphabet Inc (GOOGL.O), Instagram owner Meta Platforms Inc (META.O) and Amazon.com Inc (AMZN.O) all report quarterly results this week. From a year earlier, profit is expected to slump nearly 16%, on average, with Microsoft expected to perform the least poorly with a 0.5% slip. These three companies, along with Amazon, said between November and March they would slash 70,000 jobs in a rapidly weakening economy, following a pandemic-led hiring boom. "There are expectations that companies could create or do even more with AI ... every tech investor is expecting those companies to be in the frontier."
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