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Webush's Dan Ives - 2 I's - 1 Ryan Detrick - 1 Detrick - 1 Fundstrat's Thomas Lee - 1 Oppenheimer's Ari Wald - 1 BMO's Brian Belski - 1 Bespoke's Paul Hickey - 1
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☆ Amid the gloom here and abroad, the U.S. stock market is holding up just fine
  + stars: | 2023-11-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
I dislike getting involved in debates on the stock market when I am enjoying an old-fashion rum punch at a beach bar in the Caribbean, but I couldn't resist interjecting. "We'll see how the coming slowdown plays out," he said, and turned back to his discussion. The coming slowdown? More may be coming: the last week of November tends to be the strongest week of the month, Ryan Detrick, chief market strategist at Carson Group, has noted. As for earnings, which are the lifeblood for the stock market, forward earnings estimates for the next 12 months stand at record highs.
Persons: I's, Ryan Detrick, Detrick, Fundstrat's Thomas Lee, Oppenheimer's Ari Wald, Webush's Dan Ives, BMO's Brian Belski, Bespoke's Paul Hickey Organizations: EU, Hamas, Forbes, Bloomberg, Carson Group, LSE Locations: Caribbean, Antigua, British Commonwealth, London, England, American, China, Russia, Ukraine, Israel, U.S
☆ The biggest potential loser of the OpenAI fiasco wasn't Sam Altman. It was Satya Nadella.
  + stars: | 2023-11-19 | by ( Julie Bort | ) www.businessinsider.com   time to read: +6 min
AdvertisementIf Sam Altman can't be convinced to return to OpenAI, Microsoft is in trouble. All of which means that the biggest loser if Altman can't be convinced to return isn't Altman. This OpenAI board is way over its head and the failed coup is now backfiring," investor Dan Ives, an analyst at Webush, told Business Insider. OpenAI only gave Microsoft a few minutes advance warning before announcing Altman's ouster, sources told Business Insider. Earlier this month the company made over 100 announcements of integrations with OpenAI tech across Microsoft's AI tools, AI models, tools in its cloud, the company told Business Insider.
Persons: OpenAI, Sam Altman, Altman, Webush's Dan Ives, —, VCs, Vinod Khosla, Greg Brockman, Altman wasn't, isn't Altman, Satya Nadella, Sam, Dan Ives, Brockman, Mira Murati, he's, Ives, ChatGPT Organizations: Microsoft, Service, Khosla Ventures, Chiefs, Nadella, Business, OpenAI, Google Locations: @OpenAI, Mira, Silicon Valley, OpenAI
☆ Cloud infrastructure preview: What to expect from Microsoft, Amazon, and Google earnings
  + stars: | 2023-04-24 | by ( Frank Holland | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCloud infrastructure preview: What to expect from Microsoft, Amazon, and Google earningsThe global leaders in cloud infrastructure are reporting earnings this week. Microsoft on Tuesday, Amazon and Google on Thursday. The trio, also known as "hyperscalers," are forecast to see growth slowdowns. But the sector is heating up with the introduction of artificial intelligence. Frank Holland previews their upcoming reports with Webush's Dan Ives.
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