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Top related persons:
You've - 1 Paul Meeks - 1 Jensen Huang - 1 Meeks - 1 Huang - 1 Meeks — - 1 Harlan Sur - 1 Christopher Danely - 1
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Asia
Top related orgs:
Nvidia - 1 Micron Technology - 1 Portfolio Management - 1 MU - 1 Micron - 1 Broadcom - 1 Qualcomm - 1 JPMorgan - 1

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3 mentions found


☆ Wednesday could be a big day for AI chip stocks as their market-leading rally stalls
  + stars: | 2024-06-25 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
MU YTD mountain Micron shares this year Nvidia's seemingly limitless rally stalled in recent sessions as investors took a break from semiconductor stocks. While it isn't a given that CEO Jensen Huang shows up at Nvidia's meeting, any commentary could provide an impetus for the stocks. Meeks noted that recent comments from Huang about AI chips during a trip to Asia spurred a bounce in shares. Comments could boost sentiment and convince investors the chip behemoth has yet to reach peak revenue, he added. Meeks called the selloff in chip stocks overdone, viewing a long-term runway for the AI theme at a reasonable valuation.
Persons: You've, Paul Meeks, Jensen Huang, Meeks, Huang, Meeks —, Harlan Sur, Christopher Danely, I'm Organizations: Nvidia, Micron Technology, Portfolio Management, MU, Micron, Broadcom, Qualcomm, JPMorgan, Citi Locations: Asia
☆ A longtime bear is ‘creeping back’ into tech — and has some picks to play it
  + stars: | 2023-03-22 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
Tech investor Paul Meeks — an unabashed longtime tech bear — is also beginning to warm to the sector. "I'm creeping back into the sector after long advocating an underweight position in it," he said in notes to CNBC on Friday. Chip makers NXP Semiconductors and STMicroelectronics also made Meeks' list, with the tech investor saying they are two stocks that he "likes very much." Outside of semiconductors, Meeks is also looking at German software firm SAP . "Keep an eye on SAP because this windfall for them could be a really nice blessing, a game-changer," he added.
☆ Republican Rep. Ashley Hinson faces off against Democratic state Sen. Liz Mathis in Iowa's 2nd Congressional District election
  + stars: | 2022-11-05 | by ( Hanna Kang | ) www.businessinsider.com   time to read: +4 min
Rep. Ashley Hinson is running against Democratic state Sen. Liz Mathis in Iowa's 2nd Congressional District. The 2nd District covers 22 counties in Iowa's northeast corner. IA-03 HouseRepublican Rep. Ashley Hinson faces off against Democratic state Sen. Liz Mathis in Iowa's 2nd Congressional District. She and Rep. Mariannette Miller-Meeks — running for reelection in Iowa's 1st Congressional District — are the first Republican women to represent Iowa in the US House. Voting history for Iowa's 2nd Congressional DistrictIowa's 2nd Congressional District covers 22 counties in Iowa's northeast corner, including Cedar Rapids, Waterloo, Dubuque, and Mason City.
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