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Top related persons:
Rolf Bulk - 5 Masayoshi Son - 2 Anton Bridge - 2 Rolf - 1 Japan's SoftBank - 1 Dado Ruvic - 1 Son - 1 SoftBank - 1
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9 mentions found


☆ Arm is a 'challenging stock to own,' analyst says
  + stars: | 2024-08-01 | 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 EmailArm is a 'challenging stock to own,' analyst saysRolf Bulk, equity research analyst at New Street Research, explains why Arm is a "difficult company to own."
Persons: Rolf Bulk Organizations: New, Research
☆ Nvidia shares could reach 'well into the thousands' in a blue-sky scenario, analyst says
  + stars: | 2024-02-23 | 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 EmailNvidia shares could reach 'well into the thousands' in a blue-sky scenario, analyst saysRolf Bulk, equity research analyst at New Street Research, discusses the outlook for Nvidia's stock and artificial intelligence.
Persons: Rolf Bulk Organizations: Nvidia, New, Research
☆ Arm is well positioned in the AI wave, but the stock upside is 'not limitless': Analyst
  + stars: | 2023-09-15 | 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 EmailArm is well positioned in the AI wave, but the stock upside is 'not limitless': AnalystRolf Bulk of New Street Research discusses Arm's IPO debut, and its importance in the technology industry.
Persons: Rolf Organizations: Research
☆ No indication that SoftBank will be an 'aggressive seller' of Arm shares, analyst says
  + stars: | 2023-08-22 | 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 EmailNo indication that SoftBank will be an 'aggressive seller' of Arm shares, analyst saysRolf Bulk, equity research analyst at New Street Research, discusses Arm's filing for a Nasdaq listing on Monday. The chip designer is owned by Japan's SoftBank.
Persons: Rolf Bulk, Japan's SoftBank Organizations: New, Research
☆ Arm IPO to put SoftBank's AI hard sell to the test
  + stars: | 2023-08-21 | by ( Anton Bridge | ) www.reuters.com   time to read: +4 min
A smartphone with a displayed Arm Ltd logo is placed on a computer motherboard in this illustration taken March 6, 2023. The billionaire also said he has spent months creating hundreds of inventions with AI-powered ChatGPT that he believes can be realised through Arm. Analysts also caution that Arm does not sit at the centre of the AI boom but is more AI-adjacent. Nvidia has developed a "superchip" for use in data centres - the GH200, which contains CPUs based on Arm architecture. Many SoftBank portfolio companies will embrace and apply generative AI but that does not make them AI companies," said Victor Galliano of Galliano's Latin Notes, who publishes on Smartkarma.
Persons: Dado Ruvic, Masayoshi Son, Son, SoftBank, Kirk Boodry, it's, Boodry, Rolf Bulk, Victor Galliano, Anton Bridge, Edwina Gibbs Organizations: REUTERS, Rights, SoftBank, Nasdaq, SoftBank Group, Vision Fund, Astris Advisory, Fund, Nvidia, New, Research, Qualcomm, Apple, Google, Thomson Locations: Astris Advisory Japan, Saudi
☆ SoftBank seen returning to profit as tech stocks gain
  + stars: | 2023-08-07 | by ( Anton Bridge | ) www.reuters.com   time to read: +3 min
The logo of SoftBank Group Corp is displayed at SoftBank World 2017 conference in Tokyo, Japan, July 20, 2017. SoftBank is set to post net profit of 75 billion yen ($525 million) for April-June, showed the average of four analyst estimates compiled by Refinitiv. "Public valuations in tech are trending up again and I would expect private valuations to follow suit," said Bulk. Recent activity by SoftBank includes its creation of a joint venture to build automated warehouses and investment in insurance tech company Tractable. "SoftBank mandated Arm to reinvest all of its profit to enter new markets," New Street Research's Bulk said.
Persons: Issei Kato TOKYO, Masayoshi Son, Rolf Bulk, Refinitiv, Macquarie, Paul Golding, Anton Bridge, Sam Nussey, Christopher Cushing Organizations: SoftBank, REUTERS, Vision Fund, Alibaba, HK, New, Research, Vision, Analysts, Nvidia, Thomson Locations: Tokyo, Japan
☆ Arm IPO will make it easier for Softbank to dispose of its assets, says analyst
  + stars: | 2023-05-02 | 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 EmailArm IPO will make it easier for Softbank to dispose of its assets, says analystRolf Bulk of New Street Research says Softbank can use part of the proceeds from Arm's initial public offering to finance a new buyback.
☆ Singapore-based Grab is on a clear path to profitability, analyst says
  + stars: | 2023-02-24 | 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 EmailSingapore-based Grab is on a clear path to profitability, analyst saysRolf Bulk of New Street Research says "the moment that they hit that, the stock should also become a lot more attractive for investors."
☆ Analyst weighs in on how demand for Grab will change in the long term
  + stars: | 2022-11-25 | 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 EmailAnalyst weighs in on how demand for Grab will change after move to expand gig worker protectionRolf Bulk of New Street Research discusses whether demand for Grab's ride-hailing services will change due to possible higher costs, after it announced its support for Singapore's move to expand job protection for gig workers.
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