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☆ Your complete investing guide to 'AI Woodstock' next week: 3 buys ahead of the event
▼ + stars: | 2024-03-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

The hottest artificial intelligence event of the year kicks off next week, setting the stage for key AI players to see sharp moves. Nvidia's GTC Conference, dubbed "AI Woodstock" by Bank of America, offers an opportunity for the company to showcase its latest AI chip innovations and future vision as it labors to maintain its dominance in the field. The product is expected to offer a slew of "architectural innovations" and better performance than Nvidia's flagship H100 chip, wrote New Street's Pierre Ferragu. According to Wedbush's Matt Bryson, the new chip could benefit the liquid cooling industry that may fuel power-hungry data centers. "As such, we believe any system NVDA announces that includes liquid cooling technology could effectively dictate the path of liquid cooling moving forwards and thereby determining winners and losers in the server and cooling space," Bryson said.

Persons: Cantor Fitzgerald's C.J, Bank of America's Arya, Muse, Arya, Pierre Ferragu, Blackwell, Matt Bryson, Nvidia hasn't, Bryson, He's, Ferragu, Hans Mosesmann, Bernstein's Stacy Rasgon, Melius Research's Ben Reitzes Organizations: Bank of America, NVIDIA, Nvidia, Bank of America's, Blackwell, Devices, AMD, Intel, Micron, Broadcom, PHLX Semiconductor, Oracle Locations: San Jose , California

☆ Who is Jeff Yass? The billionaire donor with investments in TikTok’s parent company
▼ + stars: | 2024-03-12 | by ( Kalhan Rosenblatt | ) www.cnbc.com time to read: +3 min

Yass co-founded the Philadelphia-based trading firm Susquehanna International Group, which owns a 15% stake in TikTok's China-based parent company, ByteDance. Yass' investment is under threat today, and the typically press-shy billionaire is taking fire from both the left and the right. "This would be a nightmare for Yass, given the major investment in TikTok, if a forced ban hit the company under the Biden administration," Ives said. Today, at least 150 million Americans use TikTok regularly, according to company data. The company has said it stores U.S. users' data securely and rejects the idea that it poses a threat to national security.

Persons: Jeff Yass, Yass, Donald Trump, ByteDance, Joe Biden, Dan Ives, Biden, Ives, TikTok, Chip Roy, Shou Zi Chew Organizations: Susquehanna International Group, TikTok, Wedbush Securities, Susquehanna, NBC, Capitol Locations: TikTok, Washington, Yass, Philadelphia, TikTok's China, bankrolling, ByteDance, Beijing, Texas

☆ Nvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price target
▼ + stars: | 2024-03-11 | 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 EmailNvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price targetHans Mosesmann, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Nvidia stock's bull run, why he has a $1400 price target and buy rating on the stock, what it means for other tech stocks and the sector at large, and more.

Persons: Hans Mosesmann Organizations: Nvidia, Rosenblatt Securities

☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
▼ + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.

Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China

☆ Apple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-03-05 | 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 EmailApple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's leadership at top of the tech sector, the lack of product innovation from the company, how the tech giant plans to catch up in the AI race, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ Here are Tuesday's biggest analyst calls: Nvidia, Tesla, Apple, Microsoft, Oracle, Arm, Rivian, Lyft & more
▼ + stars: | 2024-03-05 | by ( Michael Bloom | ) www.cnbc.com time to read: +7 min

Here are Tuesday's biggest calls on Wall Street: Goldman Sachs reiterates Tesla and Rivian as neutral Goldman said further price cuts are needed for Tesla and Rivian. Morgan Stanley downgrades Sunnova to equal weight from overweight Morgan Stanley said in its downgrade of the solar company that it sees stock "dislocation." JPMorgan upgrades Sea Limited to overweight from neutral JPMorgan said the Singapore-based internet tech conglomerate is on an "upswing." JPMorgan initiates Amphastar as overweight JPMorgan said it's bullish on shares of the pharmaceutical company. JPMorgan initiates Metagenomi as overweight JPMorgan said it's bullish on shares of the biotech company.

Persons: Goldman Sachs, Tesla, Goldman, TD Cowen, Arm's, Ian Thornton, Morgan Stanley downgrades Sunnova, Morgan Stanley, Baird, DA Davidson, it's, Jefferies, BJ's, it's bullish, Oppenheimer, Wolfe, Rosenblatt, Moffett, Philip Morris, Guggenheim Organizations: Tesla, Nvidia, NVIDIA, Microsoft, JPMorgan, Jefferies, UBS, disinflation, Barclays, Oracle, Citi, Novo Nordisk, CMD, Costco, Adobe, Williams, Apple, Cable, . Cable, Argus, Guggenheim, Lyft Locations: Singapore, China, Sonoma

☆ Here are Monday's biggest analyst calls: Nvidia, Apple, Super Micro, Eli Lilly, Lyft, DoorDash, Disney & more
▼ + stars: | 2024-03-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

UBS upgrades Norfolk Southern to buy from neutral UBS said it sees margin improvement for the railroad. Goldman Sachs initiates Super Micro as neutral Goldman said the stock is an "AI winner" but that valuation is full right now. UBS reiterates Eli Lilly as buy UBS raised its price target on the stock to $910 per share from $810. UBS reiterates Nvidia as buy UBS said it's sticking with its buy rating after a series of investor meetings with the company." Argus upgrades New York Times to buy from neutral Argus said it sees revenue growth for the newspaper company. "

Persons: Morgan Stanley, Disney, Piper Sandler, Piper, Guggenheim, Baird, SQSP, Goldman Sachs, Goldman, Bernstein, Tesla, underperform Bernstein, Eli Lilly, Wells, Melius, Citi downgrades Ferrari, Jefferies, Evercore, it's, Rosenblatt, Snowflake, Slootman's Organizations: BROS, Guggenheim, GSK, UBS, Norfolk Southern, Micro, JPMorgan, Nvidia, Kyverna Therapeutics, FLT, UDR, Conservative, America Health, RBC, Apple, Citi, Ferrari, Jefferies, BP, Barclays, Barclays downgrades, ISI, Toast Inc, Bank of America, Ball Corp, of America, Broadcom, New York Times Locations: Norfolk, China, New

☆ This stock is even 'hotter' than Nvidia — and it's 'not that overpriced,' veteran investor says
▼ + stars: | 2024-02-27 | by ( Weizhen Tan | ) www.cnbc.com time to read: +2 min

That's Super Micro Computer , a Nasdaq-listed company which makes AI systems and graphics processing unit servers. Navellier, who has held shares of Super Micro Computer for over two years, told CNBC's " Street Signs Asia " that "Super Micro is hotter than Nvidia. There are only two companies that dominate in that area, according to him: Nvidia and Super Micro Computer. Wall Street analysts have also recently been giving Super Micro Computer their votes of confidence. Super Micro Computer received a 71% buy rating from analysts covering the stock, according to FactSet data.

Persons: there's, Louis Navellier, That's, CNBC's, Navellier, Rosenblatt, —, Samantha Subin, Hakyung Kim Organizations: Nvidia, Navellier, Associates, Nasdaq, Super, Computer, Micro, Wall Street, Bank of America

☆ Here are Monday's biggest analyst calls: Nvidia, Alphabet, Salesforce, Arm, CVS, BJ's, Super Micro & more
▼ + stars: | 2024-02-26 | by ( Michael Bloom | ) www.cnbc.com time to read: +8 min

Morgan Stanley reiterates Target at overweight Morgan Stanley stood by its overweight rating on the department store owner. Morgan Stanley reiterates Salesforce as overweight Morgan Stanley said it likes the setup heading into earnings later this week. Morgan Stanley upgrades HashiCorp to overweight from equal weight Morgan Stanley said the software company has a compelling valuation. Morgan Stanley upgrades AvalonBay to overweight from equal weight Morgan Stanley said apartment REIT stocks like AvalonBay are '"cheap for a reason." Morgan Stanley upgrades Sun Country to overweight from equal weight Morgan Stanley said it likes the airline's business model.

Persons: Goldman Sachs, Goldman, Morgan Stanley, Salesforce, Rosenblatt, Jefferies, Amer, Wells, Jane Fraser, Roth MKM, Roth, TD Cowen, TD, DA Davidson, OW, Fannie Mae, KBW, Freddie, Truist, it's, Piper Sandler, Piper, Bentley Organizations: Nvidia, BMO, Apollo, Amer Sports, Citi, Citigroup, Bank of America, KKR, APO, BJ's Wholesale, D.A, Susquehanna, Energy, HSBC downgrades Moderna, HSBC, Moderna, Google, YouTube, " Bank of America, Omega Healthcare, Sun, DuPont's Mobility, JPMorgan, Navy, Bentley Systems Locations: USD75, Asana, ASAN

☆ Here are Friday's biggest analyst calls: Rivian, DraftKings, Nio, Fox, Carvana, Pfizer and more
▼ + stars: | 2024-02-23 | by ( Alex Harring | ) www.cnbc.com time to read: +9 min

Here are Friday's biggest calls on Wall Street: UBS double-downgrades Rivian The firm said to sell the electric vehicle maker's stock, joining a growing group of concerned analysts following the company's earnings report. Raymond James upgrades Carvana The investment bank moved Carvana to market perform from underperform following the fourth-quarter earnings results. Guggenheim initiates Pfizer The firm opened coverage of the biopharmaceutical stock with a buy rating and $36 price target. " Rosenblatt initiates Adeia The firm began coverage with a buy rating and $15 price target. Roth MKM initiates CPI Card Group Roth MKM started coverage of the financial technology stock with a buy rating and $40 price target.

Persons: Ross, ROST, Raymond James, EBITDA, 4Q23, Guggenheim, ATNI, Morgan Stanley, Brighthouse, Rosenblatt, Roth MKM, Fred Imbert Organizations: UBS, Barclays, CNBC, Citi, Fox, JV, Ross, Price, Pfizer, DRG, Equitable, JPMorgan, Traction, JPMorgan downgrades Locations: 1Q24, Xperi, 4Q22

☆ What to expect from Nvidia earnings after the stock's 'recent parabolic run-up'
▼ + stars: | 2024-02-21 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Some Wall Street analysts are bracing for a pullback in Nvidia shares after the chipmaker reports fiscal fourth quarter results after the bell Wednesday. "We reiterate Buy/top pick ahead of NVDA Feb-21 earnings but won't be surprised to see a notable but brief pullback after the recent parabolic run-up in the stock," wrote Bank of America analyst Vivek Arya in a recent note. Nvidia shares slid more than 4% during Tuesday's session, but they have surged 40% in 2024. "Hence, we see limited room for further earnings upside in 2024 relative to the sales and earnings surprise that we saw in 2023." Even if Nvidia tops estimates, some on Wall Street anticipate a post-earnings decline akin to what's occurred during previous prints.

Persons: NVDA, Vivek Arya, Frank Lee, Tom O'Malley, Morgan Stanley's Joseph Moore, haven't, Rosenblatt, Raymond James, Srini Pajjuri, O'Malley, Timothy Arcuri, Evercore ISI's Julian Emanuel, — CNBC's Michael Bloom Organizations: Nvidia, Bank of America, HSBC, Barclays, UBS

☆ Palo Alto Networks shares drop most since 2012 IPO
▼ + stars: | 2024-02-21 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Nikesh Arora, CEO of Palo Alto Networks, speaks on CNBC's "Squawk Box" at the WEF Annual Meeting in Davos, Switzerland, on Jan. 16, 2024. Palo Alto Networks shares dropped 28% on Wednesday, the worst trading session since the cybersecurity hardware and software maker's 2012 initial public offering. The company lowered its full-year billings outlook to a range of $10.1 billion to $10.2 billion, from $10.7 billion to $10.8 billion. The revenue guidance moved to a range of $7.95 billion to $8 billion, from $8.15 billion to $8.2 billion. WATCH: Chart of the Day: Palo Alto Networks

Persons: Nikesh Arora, Palo, Wells, Andrew Nowinski, Stefan Schwarz, Arora, — CNBC's Rohan Goswami Organizations: Palo Alto Networks, MGM Resorts, Defense, Systems, Rosenblatt Securities, Palo Alto Locations: Davos, Switzerland, 23andMe, U.S, Palo, billings

☆ Stocks making the biggest moves midday: Nvidia, Walmart, Discover Financial and more
▼ + stars: | 2024-02-20 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

Semiconductor stocks — Popular semiconductor stocks declined during midday trading, with Nvidia dropping more than 6% ahead of its Wednesday print. Walmart — Shares climbed more than 3% and notched a new all-time high on Tuesday following the retailer's earnings report . Discover Financial — Shares of the credit card issuer soared 14% after it agreed to be acquired by Capital One Financial in a $35.3 billion all-stock deal. The Wall Street firm said investors should take some profits after the stock rallied more than 25% over the past year. Medtronic — Shares advanced 2.5% after the medical device company surpassed Wall Street estimates for both top and bottom lines in its fiscal third quarter.

Persons: Rosenblatt, Vizio, Bernstein, Medtronic, Piper Sandler, Yun Li, Alex Harring, Jesse Pound, Tanaya, Hakyung Kim, Brian Evans Organizations: Semiconductor, Nvidia, Computer, Micro Devices, Marvell Technology, Walmart, Discover, Capital, Caterpillar —, Depot, Barclays — U.S, Barclays, Alaska Air, Southwest Airlines, Deutsche Bank, Wall, FactSet, Foods, Arm Holdings Locations: U.S, British

☆ Stocks making the biggest moves premarket: Home Depot, Walmart, Intel, Arm Holdings and more
▼ + stars: | 2024-02-20 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Rosenblatt's price target is now the highest forecast for the stock on Wall Street. Caterpillar — Shares pulled back 2% following a downgrade to in line from Evercore ISI, which noted concern over a longer-than-expected outlook for earnings growth. Analyst Brian Mullan hiked his price target on US Foods to $59 from $45, or roughly 19% upside from Friday's closing price of $49.58. Capital One stock pulled back more than 4%. Arm Holdings — Stock in the chipmaker slid about 4% as investors pulled back bets on the stock after its massive rally .

Persons: Rosenblatt, FactSet, Piper Sandler, Brian Mullan, Biden, — CNBC's Pia Singh, Sarah Min, Michelle Fox, Jesse Pound Organizations: Walmart, LSEG, Revenue, Caterpillar —, ISI, Foods, Intel —, Bloomberg, Discover Financial, Capital, Arm

☆ Here are Tuesday's biggest analyst calls: Nvidia, Apple, Tesla, JetBlue, Disney, Caterpillar, Super Micro and more
▼ + stars: | 2024-02-20 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Tuesday's biggest calls on Wall Street: Morgan Stanley downgrades Oatly to equal weight from overweight Morgan Stanley resumed coverage of the oats company and said it sees too many negative catalysts. " Morgan Stanley reiterates Tesla as overweight Morgan Stanley said it's sticking with Tesla despite a slew of negative data points in a recent investor survey. Morgan Stanley reiterates Nvidia as overweight Morgan Stanley said it's standing by Nvidia heading into earnings later this week. Morgan Stanley initiates CG Oncology as buy Morgan Stanley said shares of the bladder cancer company are "compelling." "We initiate coverage on Morgan Stanley Direct Lending with a Buy rating and $23.50 PT.

Persons: Morgan Stanley downgrades Oatly, Morgan Stanley, Tesla, Bernstein, Siri, it's, Disney, Ingersoll Rand, Rosenblatt, MSCI's, Goldman Sachs, Wolfe, Piper Sandler, Riley, Grainger, Northcoast, JPMorgan downgrades Holley Organizations: Apple, Nvidia, Disney, RBC, Aerospace, BAE Systems, Caterpillar, SMCI, Deutsche Bank, JetBlue, Alaska Air, ASM, Health, BrightSpring Health, Brunswick Corporation, Barclays, JPMorgan, Mizuho, Oncology, UBS, Morgan, Fund, Seaport, Booking Holdings, " Bank of America, AIG, Bank of America, General Insurance Locations: Silicon Valley, Alaska, Brunswick, MIBS, Texas, Europe, Asia

☆ Rosenblatt calls for more than 60% upside on Super Micro Computer after stock's massive rally
▼ + stars: | 2024-02-20 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Super Micro Computer has soared more than 182% since the start of the year, but the chipmaker has even more upside potential ahead thanks to artificial intelligence tailwinds, according to Rosenblatt. Another key factor in Super Micro's growth story is its liquid cooling solutions for data centers, Mosesmann added. Traditional chipmakers have been less adept in this segment, which opens the door for Super Micro to achieve "heightened hyper-scale engagement," according to the analyst. "The anticipation of increased research coverage should further illuminate Supermicro's business model and the opportunities in its [total addressable market]." Shares of Super Micro were up nearly 3% Tuesday during premarket trading.

Persons: Rosenblatt, Hans Mosesmann, Mosesmann, Wells, — CNBC's Michael Bloom Organizations: Micro Locations: Friday's

Its price target of $4,380 suggests nearly 18% upside from Friday's close. "We expect numbers to reset lower (again) with the downward revision a negative catalyst for the multiple, and the margin story likely being pushed out to 2025," wrote analyst Christian Carlino. Analyst Anthony Powell accompanied the move by raising his price target to $204 from $194, implying a potential 15% rally for the stock. The investment firm upgraded the airline stock to market-perform from underperform, boosting its price target to $32 from $26. His price target of $338 per share implies upside of just 5% from Friday's close.

Persons: Bernstein, Evercore, Piper Sandler, Brian Mullan, Mullan, — Jesse Pound, Aaron Kessler, — Michelle Fox, JPMorgan downgrades Holley, Holley, Christian Carlino, Carlino, HLLY, hasn't, — Lisa Kailai Han, AvalonBay, Anthony Powell, Powell, AVB, Lisa Kailai Han, Joshua Shanker, Morgan Stanley, bullish Tesla, Tesla, Adam Jonas, Jonas, Russell Quelch, Quelch, MSCI, Arun Viswanathan, Viswanathan, Rosenblatt, Hans Mosesmann, Mosesmann, Michael Linenberg, Linenberg, David Vernon, David Raso, Raso, Assuredness, Fred Imbert, ~$ ~$ Organizations: CNBC, Airlines, Southwest Airlines, Deutsche Bank, JetBlue, Caterpillar, Foods, . Restaurant, Seaport Research, Booking Holdings Seaport Research Partners, Booking Holdings, JPMorgan, Barclays, Bank of America, AIG, of America, Tesla Network, RBC, Ball Corporation, Markets, Ball Corp, Aerospace, BAE Systems, Ball, Micro Computer, Super Micro Computer, Micro, ASM, Spirit Airlines, Bernstein, Spirit, Boeing Max, ISI, CAT Locations: Southwest, Friday's

☆ Here are Tuesday's biggest analyst calls: Apple, Tesla, UPS, Disney, UBS, Broadcom, Palantir, Tyson & more
▼ + stars: | 2024-02-06 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Deutsche Bank initiates Flywire as buy Deutsche said it sees an attractive entry point for the payments company. " "We are initiating coverage of Sprinklr with a Buy rating and a $16 price target. UBS upgrades UPS to buy from neutral UBS said in its upgrade of the stock that it sees "attractive EPS growth." Deutsche Bank reiterates Disney as buy Deutsche said it's sticking with its buy rating on Disney heading into earnings on Wednesday. "We are downgrading TSLA stock rating to 3/Neutral from 2/Outperform as we see corporate governance concerns aggravating already tough financial conditions in 2024."

Persons: Rosenblatt, Sprinklr, Bernstein, Tesla, underperform Bernstein, Morgan Stanley, Apple, it's bullish, Daiwa, Piper Sandler downgrades Chegg, Piper, Myers, Redburn, Northcoast, JPMorgan Organizations: Deutsche Bank, Li Auto, Deutsche, Education, Healthcare, UBS, Disney, OI, company's, Tesla, JPMorgan, Broadcom, Bank of America, Tyson Foods, underperform Bank of America, Citi, UFC, WWE, Global Locations: McDonald's, PLTR

☆ We hiked our Nvidia price target — encouraged by new highs after Goldman Sachs' bear case takedown
▼ + stars: | 2024-02-05 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The new Goldman price target — which implies nearly 15.5% upside from Monday's — isn't even the highest on the Street. We're also raising our Club price target on Nvidia to $750 from $600. One of the lowest Nvidia price targets belongs to DA Davidson at $410 per share. NVDA 1Y mountain Nvidia's stock performance over the past 12 months. Nvidia's plan to release a new AI chip each year also adds to the sustainability of data center growth, the analysts argued.

Persons: Goldman Sachs, optimists —, — isn't, We're, Goldman, DA Davidson, Jim Cramer, TSMC, Jim Cramer's, Jim, Jensen Huang, Patrick T Organizations: Nvidia, Goldman, . Rosenblatt Securities, Microsoft, Amazon, Club, Apple, Taiwan Semiconductor Manufacturing Company, Devices, AMD, U.S, CNBC, Mobile, Fallon, Bloomberg, Getty Locations: China, American, Los Angeles

☆ Here's why Rosenblatt raised its price target on Meta
▼ + stars: | 2024-02-02 | 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 EmailHere's why Rosenblatt raised its price target on MetaBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss investor's amazement with Meta's revenue acceleration, whether the company's advertising revenue will continue to accelerate, and more.

Persons: Rosenblatt, Barton Crockett Organizations: Rosenblatt Securities

☆ Apple will report earnings after the bell
▼ + stars: | 2024-02-01 | by ( Kif Leswing | ) www.cnbc.com time to read: +5 min

Apple reports fiscal first-quarter earnings after the bell. Investors will be closely watching to see if Apple guides to growth again in the current quarter. Some analysts believe Apple's iPhone revenue may look good in a soft market quarter, outperforming rivals that are also seeing weak demand. But a strong quarter of iPhone sales over the holiday season could mean a seasonally weak March quarter. "We remain comfortable with our current assumption of muted uptake for the device under 1% of Apple sales this year and next," Rosenblatt analyst Barton Crockett wrote in a note Wednesday.

Persons: Tim Cook, Samik Chatterjee, Apple hasn't, Apple, Morgan Stanley, Erik Woodring, IPhones, Chatterjee, Rosenblatt, Barton Crockett Organizations: Apple, Management, Vision, JPMorgan, Apple Watch, Huawei, Amazon, Apple's, CNBC PRO Locations: Cupertino , California, China, F1Q24, U.S, F4Q, C4Q

☆ Qualcomm shares climb on Q1 beat and strong Q2 outlook
▼ + stars: | 2024-01-31 | 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 EmailQualcomm shares climb on Q1 beat and strong Q2 outlookKevin Cassidy, Rosenblatt senior research analyst, and Lucas Keh, Third Bridge semiconductors analyst, join 'Closing Bell Overtime' to talk Qualcomm earnings.

Persons: Kevin Cassidy, Rosenblatt, Lucas Keh Organizations: Qualcomm

☆ Microsoft, Alphabet kick off Big Tech earnings this week: Here's what to expect
▼ + stars: | 2024-01-30 | 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, Alphabet kick off Big Tech earnings this week: Here's what to expectBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to preview the slate of Big Tech earnings this week.

Persons: Barton Crockett Organizations: Microsoft, Big Tech, Rosenblatt Securities

☆ The future of sports is streaming, says Rosenblatt’s Barton Crockett
▼ + stars: | 2024-01-16 | 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 EmailThe future of sports is streaming, says Rosenblatt’s Barton CrockettBarton Crockett, Rosenblatt Securities senior media analyst, joins 'The Exchange' to discuss Peacock's record NFL weekend, comparing streaming services, and more.

Persons: Rosenblatt’s Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, NFL

☆ Older Americans explain how they're spending their retirements working in the gig economy as Uber and Lyft drivers to make ends meet
▼ + stars: | 2023-12-05 | by ( Jacob Zinkula | Noah Sheidlower | ) www.businessinsider.com time to read: +9 min

Some of these semi-retired workers are gig drivers for companies like Uber and DoorDash. Over half of the missing gig workers were aged 60 or older, and over 40% of them described themselves as "retired." Many of these semi-retired workers are gig drivers for companies like Uber and DoorDash. Business Insider previously spoke with six gig drivers about why they're driving during their retirement and the strategies they're using to make money. As her pay-per-ride declines and the cost of maintenance skyrockets, she's been forced to find other types of gig work.

Persons: Uber, —, boomers, didn't, Robert A, Peterson, John Fleming, Charles Rosenblatt, Jeff Hoenig, he'd, Jeff Hoenig Jeff Hoenig, Wesley Johnson, San Francisco Uber, Johnson, Omar Ford, Omar Ford Omar Ford Ford, he's, Germaine, she's, it's, Bill, Rich Organizations: Service, Hebrew University, Federal Reserve Bank of Boston, Survey, AARP, The University of Texas, Business, Hertz, Security, North Carolina, BI, Arizona Uber, Uber, Social Locations: Austin, Myrtle Beach , South Carolina, San Francisco, South Florida, New York City, Florida, North, Arizona

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