DIRS.INFO The most relevant business & tech news

☆ The future of interest rates is more surprises
▼ + stars: | 2023-11-24 | by ( Edward Chancellor | ) www.reuters.com time to read: +7 min

Observing these oscillating forecasts, a bystander might conclude that nobody knows anything about the future direction of interest rates. The study examined data from 19 countries back to 1870 and found only a tenuous link between the determinants of savings and investment and real interest rates. “No single factor or combination of such factors”, the authors concluded, “can consistently explain the long-term evolution of real interest rates. Indeed, if the trend persisted Schmelzing forecast that “within a generation historically implied real interest rates will have reached negative territory”. Homer and Sylla wryly observe that people assume that the interest rates they encounter are normal and are surprised by what comes next.

Persons: Claudio Borio, “, ”, Paul Schmelzing, Sidney Homer, Richard Sylla, Sylla, Peter Thal Larsen, Streisand Neto, Thomas Shum Organizations: Reuters, U.S, Capital Economics, Bank for International, Austrian, Reuters Graphics Reuters Graphics, Financial, Boston College, Treasury, Thomson Locations: Central, U.S . Federal, London, Japan

☆ Top Wall Street analysts believe in the long-term potential of these stocks
▼ + stars: | 2023-10-15 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +7 min

In this article COSTMUINTCMETAAMZN Follow your favorite stocks CREATE FREE ACCOUNTAn Amazon delivery truck at the Amazon facility in Poway, California, Nov. 16, 2022. Investors seeking a sense of direction can turn to analysts who identify companies that have lucrative long-term prospects and the ability to navigate near-term pressures. To that end, here are five stocks favored by Wall Street's top analysts, according to TipRanks, a platform that ranks analysts based on their past performance. JPMorgan analyst Doug Anmuth noted the recent sell-off in AMZN stock and highlighted certain investor concerns. Also on investors' mind is Amazon Web Services' growth, with multiple third-party data sources indicating a slowdown in September.

Persons: Sandy Huffaker, Wall, Doug Anmuth, Anmuth, TipRanks, Needham, Quinn Bolton, Bolton, Sidney Ho, Ho Organizations: MU, Reuters Investors, Investors, JPMorgan, Federal Trade, Meta, Meta Connect, Intel, Systems Business, PSG, Bolton, TipRanks, Micron Technology, Deutsche Bank, Micron, Costco Locations: Poway , California

☆ Think interest rates are high now? The Romans had it worse, a Bank of America chart shows.
▼ + stars: | 2023-10-03 | by ( George Glover | ) www.businessinsider.com time to read: +3 min

Bank of America charted the historical path of interest rates last week. Central banks have lifted borrowing costs away from "5,000-year lows" over the past year, strategists said. AdvertisementAdvertisementJust like the men of TikTok, Bank of America strategists have been thinking a lot about the Roman Empire. For reasons unknown, the bank decided to chart five millennia's worth of interest rates in a recent research note. AdvertisementAdvertisementNeedless to say, investors can probably take the chart with a grain of salt – but the strategists probably aren't being facetious when they say there are gloomy times ahead.

Persons: —, Sidney Homer, Richard Sylla's, Michael Hartnett, Hartnett, he's Organizations: of America, Service, Bank of America, Federal, of, Street Locations: TikTok, Roman, Greece

☆ Buy Micron stock as a chip downcycle ends and stronger pricing emerges, Deutsche Bank says
▼ + stars: | 2023-09-18 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Micron could be on the verge of gaining stronger pricing power, according to Deutsche Bank. The firm upgraded Micron stock to buy from hold on Sunday, and upgraded its target price to $85 from $65. Stock in the memory and storage solutions company has soared nearly 40% from the start of 2023. MU YTD mountain Micron stock. The analyst added that a previous cautious stance on Micron underpinned by excess inventory has largely abated, and Micron is now seeing stronger demand and pricing power for chips like the HBM DDR5 line of memory chips.

Persons: Sidney Ho, Ho, — CNBC's Michael Bloom Organizations: Micron, Deutsche Bank, MU, Wall, MIcron Locations: Stock

☆ Tim Cook says he's using Apple's $3,500 Vision Pro headset daily. There are still no photos.
▼ + stars: | 2023-08-04 | by ( Hasan Chowdhury | ) www.businessinsider.com time to read: +3 min

Tim Cook wants you to know that he's using the Apple Vision Pro every single day. The Vision Pro is a major step into virtual reality, and is Apple's biggest launch since the iPhone. Tim Cook wants everyone to know he's apparently using Apple's upcoming Vision Pro headset every day, though not enough to share a selfie. A quick recap: The Apple Vision Pro is, to all intents and purposes, the company's shot at a virtual-reality headset. "There's enormous excitement around the Vision Pro," Cook insisted during the firm's quarterly earnings call Thursday.

Persons: Tim Cook, Mark Zuckerberg's, Cook, that's, We're, Sidney Ho, Alistair Barr, Apple Organizations: Apple Vision, Apple, Vision, Deutsche Bank, Apple's, Conference, VR

☆ Apple expected to post third consecutive down quarter, but its forecast is more important
▼ + stars: | 2023-08-01 | by ( Kif Leswing | ) www.cnbc.com time to read: +3 min

David A. Grogan | CNBCEmerging markets and ChinaSome analysts are eager to see Apple give data points on India sales. India became one of Apple's top five iPhone markets during the quarter, according to analyst estimates. If Apple stockpiled parts and has enough to make what it needs to produce, it could help margins, analysts say. Wall Street likes to see Apple's services business grow regularly and smoothly, because the margins on services are so much higher than when Apple sells hardware. Apple suggested a 5% year-over-year increase in services, and FactSet's estimates more than $20.7 billion in revenue.

Persons: Tim Cook, Valley's Allen, David A, Cook, D.A, Davidson, Tom Forte, Piper Sandler, Harsh Kumar, Kumar, Apple, Sidney Ho, Wells, Aaron Rakers Organizations: Company, Grogan, CNBC, Apple, Google, Apple Pay, Services, Deutsche Bank, Bloomberg Locations: Sun Valley , Idaho, China, India, Hong Kong, Taiwan

☆ Analysts are getting even more bullish on Apple into its earnings report
▼ + stars: | 2023-07-24 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Two analysts raised their expectations for Apple shares, a week ahead of the technology giant's next earnings report. Deutsche Bank analyst Sidney Ho reiterated his buy rating on the Big Tech stock while raising his price target by $30 to $210. Wells Fargo analyst Aaron Rakers also upped his price target on Sunday, bringing his expected price per share to $225 from $210. The new price target from Rakers, who has an overweight rating on the stock, shows that he thinks shares could jump 17.2% over the next year. He said to expect an in-line revenue report and slight beat to expectations for earnings per share.

Persons: Sidney Ho, AAPL, Ho, Apple, Wall, Wells, Aaron Rakers, Rakers, Michael Bloom Organizations: Apple, Deutsche Bank, Big Tech

☆ Apple reportedly considers raising the price of its new iPhone Pros
▼ + stars: | 2023-07-24 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Apple is considering raising the price of its high-end iPhone Pros when new models come out this fall, according to Bloomberg. Since 2019, Apple has sold a high-end iPhone Pro that starts in the U.S. at $999 and a Max model with a bigger screen for at least $1099. Now, Apple's newest high-end models could reportedly receive a price increase that would boost Apple's overall revenue by increasing the average selling price of a new iPhone. The new iPhone models could have a USB-C charger, instead of a proprietary Lightning charger, after new European regulations passed last year. The new Pro models could come with a titanium case and thinner bezels, according to supply chain analyst Ming-Chi Kuo.

Persons: Ming, Chi Kuo, Sidney Ho Organizations: Apple, Bloomberg, Deutsche Bank Locations: Kolkata, U.S

☆ Top Wall Street analysts see solid potential in these five stocks
▼ + stars: | 2023-07-23 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +5 min

Bachman reiterated a buy rating on Salesforce and raised his price target to $255 from $245. DellPersonal computer makers, including Dell (DELL), have been facing significant headwinds, as the demand for desktops and laptops plunged following a pandemic-driven rush. Ho raised the price target on DELL to $60 from $48 and reiterated a buy rating. In line with his bullish stance, Rakesh increased his price target for RIVN to $30 from $27 and maintained a buy rating. Rakesh raised his price target for MBLY to $48 from $43 and reiterated a buy rating on the stock.

Persons: Mike Blake, Keith Bachman, Salesforce, Bachman, Sidney Ho, Ho, Rivian, Vijay Rakesh, Rakesh, Mobileye, bode Organizations: Reuters, BMO Capital, Service, Dell, Deutsche Bank, Solutions, Gartner, DELL, Mobileye, EV, Geely Automobile, Porsche, Volkswagen Locations: San Diego , U.S, 2H23E, Israel

☆ Here's what Wall Street analysts had to say after Micron's disappointing earnings report
▼ + stars: | 2022-12-22 | by ( Sarah Min | ) www.cnbc.com time to read: +4 min

Micron Technology reported surprisingly weak quarterly results, raising concern among Wall Street analysts. On Wall Street, many analysts say the stock remains a buy, though they expect the semiconductor name will still face challenges ahead. His $65 price target implies the stock can jump more than 26%. The analyst reiterated a hold rating, as well as a $55 price target that implies 7% upside from Wednesday's closing price. He lowered his price target to $46, down from $49, implying shares could fall another 10% from Wednesday's closing price.

☆ Forget next year. The tech downtrend may be in danger of leaking into 2024
▼ + stars: | 2022-12-22 | by ( Bob Pisani | ) www.cnbc.com time to read: +2 min

Weak outlook, reduced estimates, significant oversupply. Looking for an imminent bottom in global tech demand is proving very elusive, at least if you look at Micron's earnings report. "These are the most challenging conditions for the memory market since the financial crisis," Chris Caso at Credit Suisse said, after he looked over Micron's numbers. "Losses mount over significant oversupply," Joseph Moore at Morgan Stanley said. "In a rapidly deteriorating memory environment driven by inventory corrections/demand weakness across nearly every end market, pricing continues to be the biggest headwind to memory profitability/earnings," Harlan Sur at JPMorgan warned.

☆ Deutsche Bank upgrades chipmaker Lam Research, sees a memory demand rebound in 2024
▼ + stars: | 2022-12-12 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

While 2023 will be more difficult than previously anticipated for Lam Research , 2024 should be better, Deutsche Bank said. Before the upgrade, Ho expected the stock to fall to $400. "Looking beyond the near term, memory WFE is poised to rebound in CY24, as we believe CY23 memory WFE spend is at unsustainably low levels." Another area of spending within the memory space focused on what industry insiders call "foundry" or "logic" is not expected to rebound in 2024 and decline further. But that would be favorable to Lam as its exposure is skewed toward other types of memory technology.

☆ Deutsche Bank downgrades data storage company Western Digital, cites softening demand
▼ + stars: | 2022-09-20 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

It's time to move to the sidelines on Western Digital , according to Deutsche Bank. Analyst Sidney Ho downgraded shares to hold from buy, citing weak demand ahead. The analyst also lowered her price target on the stock to $40 from $56. Western Digital is down nearly 44% this year, and about 47% off its 52-week high, as the data storage manufacturer contended with softening demand and supply chain issues. "Of particular concern to us is that WDC now expects its free cash to be negative in FY23 (ending June 2023)," Ho wrote.

☆ Here's what major analysts expect out of Apple earnings later this week
▼ + stars: | 2022-07-25 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Apple is set to report earnings Thursday, and some analysts covering the company expect the tech giant to show further proof of why it remains a "good hiding place" in this volatile market. But while the Mac producer grappled with a slowing economy and major supplier shutdowns in the previous quarter , analysts believe that Apple remains a safe-haven behemoth well-positioned to perform better than its peers. While trouble may lie ahead for Apple, Chatterjee expects the downside — and risks to estimates —to "be fairly limited." That said, the company remains a high-quality name to buy on any pullback in its stock, according to Huberty. And, despite a bullish longer-term outlook on Apple compared to its competitors, many analysts expect a cautious outlook from the technology company — if provided — ahead.

☆ Vladimir Tismăneanu, 22 octombrie 2020
▼ + stars: | 2020-10-26 | by ( ) moldova.europalibera.org time to read: +4 min

A înțeles rolul mitului în lumea noastră secularizată, ne-a avertizat însă împotriva ispitei de a construi noi religii politice. Atunci când nu puțini au renunțat să mai vorbească despre totalitarism—conceptul a fost „denunțat” drept înfeudat logicii Războiului Rece—, a scris texte excepționale pe acest subiect. Kołakowski a înțeles că minciuna totalitară este diferită de ceea ce el numea minciună convențională. Marxismul a eșuat la nivelul propriilor sale ambiții: s-a dorit filosofia eliberării universale și a creat o sclavie fără precedent. Kołakowski a practicat mai întâi o critică de la stânga a marxismului osificat al aparatelor ideologice oficiale.

Persons: Leszek Kołakowski, Jan Patočka, Jacques Barzun, Jaroslav Pelikán, Sidney Hook, Raymond Aron, Paz, Cornelius Castoriadis, Ágnes Heller, Richard Pipes, Zbigniew Brzezinski, George Steiner, Ioan Paul al II - lea, Kołakowski, Soljenițîn, Rosa Luxemburg, Antonio, Adorno, Benjamin, Fromm, Stalin, - lea al PCUS, Marx, Lukács Organizations: Isaiah Berlin Locations: socialist, Rece, Havel, Europa Răsăriteană, Frankfurt

Search resuls for: "Sidney Ho"

15 mentions found