Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Kevin Cassidy"


4 mentions found


Qualcomm shares climb on Q1 beat and strong Q2 outlook
  + stars: | 2024-01-31 | 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 EmailQualcomm shares climb on Q1 beat and strong Q2 outlookKevin Cassidy, Rosenblatt senior research analyst, and Lucas Keh, Third Bridge semiconductors analyst, join 'Closing Bell Overtime' to talk Qualcomm earnings.
Persons: Kevin Cassidy, Rosenblatt, Lucas Keh Organizations: Qualcomm
Rosenblatt is calling out its favorite networking and semiconductor stocks as the "age of AI gold rush" kicks into high gear. That's creating an attractive setup for what Rosenblatt views as the "picks and shovels" in the networking and semiconductor industries. "Most large enterprises want to train and run large AI applications in the Cloud, but only a small portion of existing Cloud infrastructure can support it." Beyond the pure-play semiconductor names tied to AI, Rosenblatt is placing its bets on Coherent . Ambarella is another beneficiary of the growing need for to handle sophisticated AI models, down about 17% this year.
Persons: Rosenblatt, It's, Mike Genovese, Kevin Cassidy, — CNBC's Michael Bloom Organizations: AMD, Nvidia, Qualcomm, Rambus Locations: Ambarella
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailI am 'not so convinced' that Apple can create their own 5G modem, says analystKevin Cassidy of Rosenblatt Securities explains why he thinks it will be difficult for Apple to move away from using Qualcomm modem chips.
Persons: Kevin Cassidy, Rosenblatt Organizations: Rosenblatt Securities, Apple, Qualcomm
“SlamBall is special because it’s a brand that has lived on in social media in a really powerful way. Making its comeback for a 2023 summer league, SlamBall will be back on TV screens, via ESPN, and hopes to attract new viewers. The sport has lived on via social media clips of crazy moves. SlamBall LLCDreams becoming reality“I had this recurring dream all the time,” Gordon says of the origins of the sport. “Social media didn’t exist, Twitter didn’t exist, TikTok didn’t exist.”With incredible dunks like George Byrd's on Kevin Cassidy, SlamBall has huge viral potential.
Persons: Mason Gordon, SlamBall, ” Gordon, , Gordon, , Gerard Gordeau, Taylor Wily, Markus Boesch, Stan “, ” Fletcher, Fletcher, , Stan, Jim Heath, “ I’m, Fletcher’s SlamBall, Michael Jordan, Julius “ Dr, J ” Erving, Mike Tollin, SlamBall’s, Ben Peppi, George Byrd's, Kevin Cassidy, Pat Ecclesine, BringBackSlamBall, Pat Ecclesine ‘, “ There’s, it’s Organizations: CNN, NFL, NBA, MLB, MLS, CNN Sport, ESPN, UFC, Mandalay Sports Media, Twitter, Locations: Las Vegas, Los Angeles
Total: 4