DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Timothy Horan - 3 Oppenheimer - 2 Michael Bloom - 2 CNBC's David Faber - 1 Jeff Bezos - 1 Faber - 1 Medtronic - 1 Kohl's - 1
Top related locs:
Burlington OpenAI Redmond Wash Nice
Top related orgs:
Microsoft - 2 Amazon - 1 Burlington - 1 LSEG - 1 Eagle Outfitters - 1 Oppenheimer - 1 Baidu - 1 VMWare - 1

Search resuls for: "Timothy Horan"


7 mentions found


☆ Stocks making the biggest moves midday: Amazon, Medtronic, American Eagle, Lowe's, C3.ai and more
  + stars: | 2023-11-21 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Kohl's — Shares dropped more than 9% after the retailer reported weaker-than-expected revenues for the third quarter. American Eagle Outfitters — The apparel retailer sank 16% after its operating income guidance for the full year came in weaker than expected. C3.ai — Shares of the artificial intelligence software company added 3.4% in midday trading following an upgrade to outperform from Oppenheimer. Baidu reported 34.45 billion yuan for the quarter, surpassing the consensus estimate of 34.33 billion yuan from analysts polled by LSEG. Lowe's — Shares of the home improvement retailer dipped 2.7% after Lowe's reported softer-than-expected revenue for the third quarter .
Persons: CNBC's David Faber, Jeff Bezos, Faber, Medtronic, Kohl's, Timothy Horan, Fitch, — CNBC's Brian Evans, Alex Harring, Jesse Pound, Tanaya Macheel, Sarah Min Organizations: Amazon, Burlington, LSEG, Eagle Outfitters, Oppenheimer, Baidu, VMWare, Broadcom, Dick's, Goods, Abercrombie, Technologies, Agilent Technologies Locations: Burlington
☆ Altman hiring is a major win for Microsoft, should drive further gains for stock, analysts say
  + stars: | 2023-11-20 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
But even as the story continues unfolding, analysts already view Microsoft as well positioned coming out of the latest Silicon Valley spectacle. Ives, who reiterated his outperform rating and $425 price target for Microsoft, said the OpenAI board was "kids poker table and thought they won." "We view Microsoft now even in a STRONGER position from an AI perspective with Altman and Brockman at MSFT running AI," Ives wrote to clients Monday morning. Ives' price target is higher than the consensus on Wall Street of $403, according to LSEG, implying upside of slightly more than 9%. Materne has an outperform rating on the stock and a $432 price target.
Persons: Sam Altman, —, Altman, MSFT, Dan Ives, Ives, Satya Nadella, Greg Brockman, Brockman, outperforming, Oppenheimer, Timothy Horan, Bing, Horan, ISI's Kirk Materne, Materne, Michael Bloom Organizations: Microsoft, Nasdaq Locations: OpenAI, Redmond, Wash
☆ Microsoft's OpenAI has the best model for enterprise customers, says Oppenheimer's Timothy Horan
  + stars: | 2023-07-24 | 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 EmailMicrosoft's OpenAI has the best model for enterprise customers, says Oppenheimer's Timothy HoranOppenheimer's Timothy Horan joins 'The Exchange' to discuss the rationale for a Microsoft outperform rating, Microsoft's race to leverage AI, and expectations for upcoming tech earnings.
Persons: OpenAI, Oppenheimer's Timothy Horan Oppenheimer's Timothy Horan
☆ How artificial intelligence could threaten major industries and business models
  + stars: | 2023-05-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +11 min
Meanwhile, limits on applicable copyright rules make it simpler to train AI tools. Nevertheless, accuracy issues with AI tools, Redburn said, could boost the use case for Pearson. Copyright issues are another major obstacle for music companies. Some potential copyright violations include replicating an artist's likeness or voice, and that could weaken the catalog value for many music companies, analysts said. Similarly, Deutsche Bank analyst Matthew Niknam highlighted in a recent note AI presents more opportunities than risks and offers "underappreciated upside tailwinds" for Five9.
Persons: GOOGL, Goldman Sachs, Dan Rosensweig, Chegg, Brad Erickson, Hayden Brown, Brown, BTIG, Chegg's, Pearson, Redburn, Morgan Stanley, Brent Thill, Thill, Douglas Mitchelson, Rosenblatt, Barton Crockett, Morgan Stanley's Omar Sheikh, Ygal, Nat Schindler, Wix, Jefferies, Oppenheimer, Timothy Horan, Matthew Niknam, Meta Marshall, Marshall, Michael Bloom Organizations: Wall Street, Microsoft, Nvidia, Goldman, Chegg, Companies, Freelance, Upwork, RBC Capital, Pearson, Bank of America, UBS, Jefferies, Industry Music, Spotify, Credit, Warner, Warner Music Group, Universal Music Group, Citi, NICE, Deutsche Bank Locations: Nice
☆ Oppenheimer’s Horan discusses what’s next in the world of computing
  + stars: | 2023-02-07 | 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 EmailOppenheimer’s Horan discusses what’s next in the world of computingTimothy Horan, Oppenheimer analyst, and CNBC’s Steve Kovach join ‘Power Lunch’ to discuss why one needs a hyper-scale massive cloud infrastructure to do AI and why only three companies can currently do it.
☆ ChatGPT ignited a new A.I. craze. What it means for tech companies and who's best positioned to benefit
  + stars: | 2023-02-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
Since the launch of ChatGPT late last year, no one in the tech world can seem to stop talking about artificial intelligence. CEO Sundar Pichai announced Thursday that the company will launch its LaMDA language model and new AI features "very soon ." But it's not just technology companies rethinking AI. We combed through earnings transcripts available through FactSet to find out what some of the biggest tech companies are saying about the latest craze and who could benefit the most. Preparing for an 'AI arms race' in tech There's no question that Microsoft stands to gain from ChatGPT and the AI push on Wall Street.
☆ Microsoft's biggest long-term risk remains China, says Oppenheimer's Horan
  + stars: | 2022-12-23 | 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 EmailMicrosoft's biggest long-term risk remains China, says Oppenheimer's HoranTimothy Horan, Oppenheimer analyst, joins 'TechCheck' to discuss why Horan's firm named Microsoft a top pick for 2023, if there's a risk in unbundling products and the company's issues with the FTC and more.
0 next >>
Total: 7