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☆ Goldman Sachs discusses the key themes for e-commerce in 2024
▼ + stars: | 2023-11-24 | 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 EmailGoldman Sachs discusses the key themes for e-commerce in 2024Ronald Keung, head of Asia internet research at Goldman Sachs, says it expects the "value-for-money trend" to continue.

Persons: Goldman Sachs, Ronald Keung Locations: Asia

☆ Evercore ISI's Mark Mahaney explains why he upgraded Expedia for the first time in a decade
▼ + stars: | 2023-11-21 | 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 EmailEvercore ISI's Mark Mahaney explains why he upgraded Expedia for the first time in a decadeMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss the latest market trends, why he upgraded Expedia for the first time in a decade, the impact of A.I. on tech mega-cap stocks, and more.

Persons: Mark Mahaney

☆ How the GOP muzzled the quiet coalition that fought foreign propaganda
▼ + stars: | 2023-11-10 | by ( Kevin Collier | Ken Dilanian | ) www.cnbc.com time to read: +14 min

A once-robust alliance of federal agencies, tech companies, election officials and researchers that worked together to thwart foreign propaganda and disinformation has fragmented after years of sustained Republican attacks. The most recent setback came when the FBI put an indefinite hold on most briefings to social media companies about Russian, Iranian and Chinese influence campaigns. "We're having some interaction with social media companies," Wray said. "The symbiotic relationship between the government and the social media companies has definitely been fractured." Tech companies are still sharing their findings with each other, a Meta spokesperson told NBC News.

Persons: Christopher Wray, Wray, Sen, Mitt Romney, they're, Mark Warner, Warner, Hillary Clinton's, Barack, CISA, Joe Biden, Donald Trump, Hunter, Mark Zuckerburg, Hunter Biden, didn't, Biden, Nina Jankowicz, Jankowicz, Jen, Jim Jordan, Kara Swisher, we're, Elon Musk, wasn't Organizations: U.S, Capitol, Washington , D.C, GOP, FBI, Force, NBC News, Senate Homeland Security Committee, Justice Department, Committee, Republican, Infrastructure Security Agency, Department of Homeland Security, Microsoft, Senate Intelligence, Kremlin, Internet Research Agency, Facebook, Twitter, National Security Agency, Democrats, New, Digital, Republicans, Homeland Security, Wired, Rep, Tech Locations: Washington ,, Silicon Valley, R, Utah, Russia, Iran, China, U.S, Illinois, CISA, New York, Missouri, Louisiana, Ohio, Israel

☆ Watch CNBC’s full interview with Solus’ Dan Greenhaus, Big Technology’s Alex Kantrowitz and Evercore ISI's Mark Mahaney
▼ + stars: | 2023-10-26 | 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 EmailWatch CNBC’s full interview with Solus’ Dan Greenhaus, Big Technology’s Alex Kantrowitz and Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, Dan Greenhaus, Solus Alternative Asset Management chief strategist, and Alex Kantrowitz, Big Technology founder, join 'Closing Bell' to discuss the market reaction to tech earnings and outlook for the rest of 2023.

Persons: Solus ’ Dan Greenhaus, Big, Alex Kantrowitz, Mark Mahaney Mark Mahaney, Dan Greenhaus Organizations: Asset Management, Big Technology

☆ Meta is the ‘cheapest high-quality tech stock’ despite monster rally, says Evercore's Mark Mahaney. Why he thinks it can move even higher
▼ + stars: | 2023-10-20 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

Evercore ISI's Mark Mahaney sees the potential for more upside ahead for Meta , despite the stock's monster rally so far this year. It's a big week for mega tech earnings and the social media giant is expected to report on Wednesday. META YTD mountain Meta's year-to-date performance Meta has been able to recover its advertising momentum, said Mahaney, Evercore's head of internet research, in an interview with " Squawk Box " Friday. The company will give next year's forecast on capital expenditures and total expenses during its earnings report — one of the few who does so, Mahaney said. "If that shows continued moderation in growth, the year of efficiency becomes the years of efficiency [and] this stock rerates higher because Meta is the cheapest high-quality tech stock out there at 16 times earnings," he said.

Persons: Evercore, Mark Mahaney, It's, Meta, Mahaney Organizations: Meta

☆ Netflix's Q4 subscriber growth outlook is a 'big surprise', says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-10-18 | 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 EmailNetflix's Q4 subscriber growth outlook is a 'big surprise', says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research and Alicia Reese, Wedbush VP of Equity Research, join 'Closing Bell Overtime' to talk Netflix's Q3 earnings results.

Persons: Evercore, Mark Mahaney Mark Mahaney, Alicia Reese, Wedbush Organizations: Equity Research

☆ Amazon is Evercore ISI's #1 internet pick
▼ + stars: | 2023-10-12 | 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 EmailAmazon is Evercore ISI's #1 internet pickMark Mahaney, Evercore ISI Head of Internet Research, joins 'Closing Bell: Overtime' to discuss Evercore ISI's bullish take on Amazon and the company's top internet picks.

Persons: Mark Mahaney Organizations: Internet Research

☆ Recent pullback sets up good long opportunities for certain stocks like Meta, says Evercore's Mahaney
▼ + stars: | 2023-10-03 | 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 EmailRecent pullback sets up good long opportunities for certain stocks like Meta, says Evercore's MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss what the current tech market has delivered to Mahaney, how Meta's subscription possibility blends with the company's profitability, and more.

Persons: Evercore's, Mark Mahaney

☆ European Union commissioner blasts X over disinformation track record
▼ + stars: | 2023-09-26 | by ( Brian Fung | ) edition.cnn.com time to read: +2 min

CNN —European Union officials on Tuesday called on large social media platforms to step up their enforcement against online mis- and disinformation, particularly about the war in Ukraine. “Disinformation actors were found to have significantly more followers … and tend to have joined the platform more recently than non-disinformation users,” Jourova added. The reports unveiled this week by the EU reflect transparency filings attesting to the companies’ efforts to live up to the code. The reports from companies, including Google, Meta, Microsoft and TikTok, cover a wide range of content types and enforcement actions by the platforms. “Russian propaganda and disinformation is still very present on online platforms.

Persons: Vera Jourova, Jourova, X didn’t, Google’s, TikTok, ” Organizations: CNN — European Union, EU, Digital Services, DSA, Google, Meta, Microsoft, European Commission, LinkedIn, YouTube, Internet Research Agency Locations: Ukraine, Russia

Concerns have mounted in recent months about a spate of disinformation related to parliamentary elections in Slovakia on Sept. 30 and Poland next month as well as European Parliament elections next year. The companies and other online platforms have submitted data on their activity in the last six months to fight fake news as part of the EU code of practice on disinformation. "Today, this is a multi-million euro weapon of mass manipulation ..."The 'very large platforms' must address this risk. Especially as we have to expect that the Kremlin and others will be active before elections." After the last European Parliament elections in 2019, Russia's Security Council described accusations that Moscow had spread disinformation to sway voters as absurd.

Persons: Vera Jourova, John Thys, Alphabet's, Yevgeny Prigozhin, Russia's Wagner, Jourova, Elon, Musk, Meta, Foo Yun Chee, Kevin Liffey Organizations: European Commission, General Affairs Council, Rights, Google, Microsoft, Kremlin, Russia's Security, Internet Research Agency, Digital Services, Twitter, Facebook, Thomson Locations: Luxembourg, Rights BRUSSELS, Europe, Slovakia, Poland, Moscow, Washington, Russia, Ukraine

☆ Meta's stock will continue to increase amid gains, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-09-25 | 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 EmailMeta's stock will continue to increase amid gains, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss Amazon's investment in artificial intelligence company Anthropic, Meta's stock price trajectory, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney

☆ We're only in the 2nd or 3rd inning for the grocery delivery space, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-09-18 | 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 EmailWe're only in the 2nd or 3rd inning for the grocery delivery space, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI Head of Internet Research and Don Short, InvestX Head of Venture Equity, join 'Closing Bell Overtime' to talk Instacart pricing ahead of its IPO, ad revenue in the grocery delivery space and more.

Persons: Evercore, Mark Mahaney Mark Mahaney, Don Short Organizations: Internet Research, of Venture Equity

WASHINGTON (AP) — President Joe Biden announced new U.S. sanctions Friday on “some of Iran's more egregious human rights abusers” as he marked the anniversary of the death of 22-year-old Mahsa Amini, who died while being held by the country's morality police. Amini had been detained for allegedly wearing her hijab too loosely in violation of laws that require women in public to wear the Islamic headscarf. Her death set off protests in dozens of cities across the country of 80 million people, with young women marching in the streets and publicly exposing and cutting off their hair. Taken in coordination with the U.K., Canada, Australia, and other nations, this is the United States' 13th round of sanctions designations in response to Iran’s crackdown on protests. The U.S. has already sanctioned over 70 Iranian people and entities “responsible for supporting the regime’s oppression of its people," Biden said.

Persons: Joe Biden, ”, Amini, Biden, Antony Blinken, ” Blinken, Jon Gambrell Organizations: WASHINGTON, Treasury’s, Foreign, Iran’s Prisons Organization, paramilitary Revolutionary Guard, Press, State Department, Associated Press Locations: Islamic Republic, Iran, Fars, U.S, Canada, Australia, United States, Dubai, United Arab Emirates

☆ Anti-trust concerns around Google likely won't materially impact earnings, says Evercore's Mahaney
▼ + stars: | 2023-09-12 | 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 EmailAnti-trust concerns around Google likely won't materially impact earnings, says Evercore's MahaneyMark Mahaney, Head of Internet Research at Evercore ISI, discusses the Department of Justice's anti-trust trial against Google's search engine dominance.

Persons: Evercore's, Mark Mahaney Organizations: Google, Internet Research, Evercore ISI, of

☆ Expedia's been the 'problem child' in online travel space, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-09-05 | 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 EmailExpedia's been the 'problem child' in online travel space, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Evercore's latest survey on travel demand, the stocks to play in the travel sector, and demand for alternative lodging.

Persons: Expedia's, Evercore, Mark Mahaney Mark Mahaney

☆ Opinion: Putin, Trump, and a remarkable split-screen moment in world history
▼ + stars: | 2023-08-31 | by ( Sheena Mckenzie | Opinion Frida Ghitis | ) edition.cnn.com time to read: +8 min

She is a weekly opinion contributor to CNN, a contributing columnist to The Washington Post and a columnist for World Politics Review. First, that Prigozhin had openly challenged Russian President Vladimir Putin, and second, that countless others who had defied Putin have met untimely, violent deaths. In different ways, both Putin and Trump are key players in that phenomenon. Neither Trump nor Putin are novices at the art of conjuring major victories by going to war against the truth. Putin launched the full-scale war in Ukraine around the 8th anniversary of his 2014 invasion of Crimea.

Persons: Frida Ghitis, Yevgeny Prigozhin, Prigozhin, Vladimir Putin, Putin, Donald Trump’s, Trump, Alexander Solzhenitzyn, Robert Mueller’s, indicting Prigozhin, ” Prigozhin, Anna Politkovskaya, Facebook Putin, Boris Nemtsov, Alexei Navalny Organizations: CNN, Washington Post, Politics, Frida Ghitis CNN, Soviet Union, Kremlin, Internet Research Agency, Ukraine, Twitter, Facebook Locations: Russian, Moscow, Russia, Ukraine, Atlanta, Soviet, United States, “, Crimea

☆ Prigozhin’s internet trolls blame West and defend Putin over Wagner chief’s death, researchers say
▼ + stars: | 2023-08-29 | by ( Katharina Krebs | ) edition.cnn.com time to read: +6 min

At that time, CNN obtained undercover video recorded inside the secretive Internet Research Agency, where internet provocateurs worked 12-hour shifts, aiming to distort political debate in the US. CNN has checked the accounts from a list shared by Bot Blocker, and noted apparent patterns of activity. According to Bot Blocker, the trolls spread their narratives through comments in various threads and posts which are related to relevant subjects. If the rebellion is mentioned, then it’s only as a long-exhausted issue,” Bot Blocker added. According to the initial analysis from Bot Blocker, there were no changes in rhetoric after the official confirmation of Prigozhin’s death.

Persons: Wagner, Yevgeny Prigozhin, Prigozhin, provocateurs, – Bot, Bot Blocker, ”, Andrey Soshnikov, Putin, Russia …, Prigozhin’s, Blocker, Bot Organizations: CNN, Internet Research Agency, Twitter, PMC Wagner Locations: St, Petersburg, United States, Russia, Ukraine, Africa, Moscow, St . Petersburg, Russian

☆ Apple TV+'s MLS deal sets the tone for streaming companies vying for live sports rights
▼ + stars: | 2023-08-28 | 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 TV+'s MLS deal sets the tone for streaming companies vying for live sports rightsCNBC's Steve Kovach, Julia Boorstin, and Mark Mahaney, head of internet research at Evercore ISI, join 'The Exchange' to discuss growing competition among streamers for live sports rights, Apple benefiting from its streaming deal with the U.S. Major League Soccer team, and how streaming brands are budgeting for live sport streaming deals.

Persons: Steve Kovach, Julia Boorstin, Mark Mahaney Organizations: Evercore ISI, U.S, Major League Soccer

☆ Russia Pushes Long-Term Influence Operations Aimed at the U.S. and Europe
▼ + stars: | 2023-08-25 | by ( Julian E. Barnes | More About Julian E. Barnes | ) www.nytimes.com time to read: +2 min

Russian influence operations may have been dealt something of a blow in the aftermath of Yevgeny V. Prigozhin’s mutiny against the Russian military leadership and subsequent apparent assassination. Mr. Prigozhin, in addition to running the Wagner group, a private military force, founded and funded the Internet Research Agency. But the information released by the United States on Friday is designed to show how much deeper Russian influence operations are than those efforts to sow dissent on the internet. These operations include programs designed to build support for Russia among Americans and Europeans along with blunter efforts like fake grass-roots protests. The Treasury Department said Mr. Popov oversaw Ms. Burlinova’s work and provided her a list of U.S. citizens to approach.

Persons: Yevgeny V, Prigozhin, Wagner, Prigozhin’s, Donald J, Hillary Clinton, Natalia Burlinova, Burlinova, Yegor Sergeyevich Popov, Popov, Burlinova’s Organizations: Internet Research Agency, Trump, U.S, Department, Creative Diplomacy, Treasury Department Locations: United States, Russia

Humble beginningsPutin and Prigozhin share relatively humble beginnings, and the Wagner chief grew up in the tougher neighborhoods of St. Petersburg, which is also the president’s hometown. Prigozhin founded Wagner that year as a mercenary outfit that fought both in Ukraine and, increasingly, for Russian-backed causes around the world. In recent months, Prigozhin has created a dilemma for Putin by becoming an outspoken critic of Russia’s military leaders. The Wagner mutiny began when Prigozhin unleashed a fresh tirade against the Russian military and then marched his troops into the Russian city of Rostov-on-Don. Prigozhin responded on Telegram saying that Putin was “deeply mistaken.”“We are patriots of our Motherland, we fought and are fighting,” the Wagner chief said.

Persons: Wagner, Yevgeny Prigozhin, Prigozhin, Vladimir Putin, Alexander Lukashenko, Putin, ”, Humble, George Bush, Jacques Chirac of France, ” Prigozhin, Defense Yunus, Bek Yevkurov, Wagner –, –, Mark Hertling, Misha Japaridze, Sergei Shoigu, Valery Gerasimov, “, Don Organizations: CNN, Kremlin, Russian, Moscow Times, Defense, Reuters CNN, Central African, Internet Research Agency, US Treasury Department, United, Russian Defense Locations: Moscow, Ukraine, Russian, Belarus, St . Petersburg, Africa, Central African Republic, Sudan, Libya, Mozambique, Mali, Syria, Soledar, Prigozhin's, Russia, Bakhmut, Rostov

REUTERS/Yulia Morozova/File Photo Acquire Licensing RightsAug 23 (Reuters) - Here are some key facts about Yevgeny Prigozhin, founder of Russia's Wagner Group mercenary force, who Russia's civil aviation authority said was on the passenger list of a plane that crashed north of Moscow on Thursday. Prigozhin used social media to trumpet Wagner's successes and wage a feud with the military establishment, accusing it of incompetence and even treason. But in late July, Prigozhin was photographed in St Petersburg while a Russia-Africa summit was taking place in the city. - Born in St Petersburg on June 1, 1961, Prigozhin spent nine years in Soviet prisons for crimes including robbery and fraud. - In 2014, Prigozhin founded Wagner, a private military company whose fighters have deployed in support of Moscow's allies in countries including Syria, Libya and the Central African Republic.

Persons: Wagner, Yevgeny Prigozhin, Maxim Fomin, Vladlen Tatarsky, Yulia Morozova, Russia's Wagner, Prigozhin, Vladimir Putin, Putin, Mark Trevelyan, Lisa Shumaker Organizations: REUTERS, Russia's Wagner Group, Kremlin, St, Central African, United, Internet Research Agency, Thomson Locations: St Petersburg, Moscow, Russia, Ukraine, Bakhmut, Rostov, Belarus, Africa, St Petersburg's, Syria, Libya, Central African Republic, United States, Washington

☆ How a real Trump supporter unknowingly became the face of a fake liberal Twitter account
▼ + stars: | 2023-08-17 | by ( Jaide Timm-Garcia | Isabel Rosales | ) edition.cnn.com time to read: +7 min

CNN —Erica Marsh quickly rose to fame earlier this year as a viral left-wing voice on social media. But the face behind the account is real— and belongs to a Republican Trump voter from Florida. Ballesteros first heard about Erica Marsh in March, when her friends brought it to her attention. Mystery remains behind fake accountIt’s unclear exactly who, or what, was behind the Erica Marsh account, or for what purpose it was created. For Ballesteros, even though the Erica Marsh account is no longer active, she worries about the impact it could have on her personal life, particularly if someone recognizes her in public.

Persons: Erica Marsh, Matt Gaetz, “, Erica Marsh’s, Courtney Ballesteros, Ballesteros, ”, Darren Linvill, Hany Farid, Farid, ” Ballesteros, isn’t, CNN she’s, Donald Trump, Biden’s, Linvill, ” Linvill, ” Farid, “ We’re, we’ve, that’s Organizations: CNN, Twitter, Republican Trump, Republican, Media, Clemson University, UC Berkeley, Obama Foundation . Representatives, Russian Internet Research Agency, Facebook Locations: Florida, Ruskin , Florida, Tampa, spurts, United States

The study found more than 110 pro-Wagner accounts operating in more than a dozen languages across Meta’s platforms. Even if the accounts are not directly affiliated with the Wagner group, ISD said, the content they created still likely violates Meta’s terms. The ISD report, meanwhile, highlights how there may be additional violating content that Meta has not detected and removed. Of these pages, ISD wrote, “the most viewed post, a video with over 712,000 views, shows Wagner mercenary forces testing tank traps set up at a defensive line in Ukraine. These pages were also found to be luring Facebook users to Telegram with links to graphic content showing dead bodies.”

Persons: Russia’s Wagner, Meta, Wagner, Biden, ISD, Yevgeny Prigozhin —, —, “, Prigozhin, dehumanizing, ” Wagner, ” Organizations: CNN, Facebook, Strategic, ISD, Internet Research Agency, Washington, Meta, Meta’s Locations: London, Ukraine

☆ Evercore ISI's Mark Mahaney breaks down the firm's top internet picks
▼ + stars: | 2023-08-17 | 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 EmailEvercore ISI's Mark Mahaney breaks down the firm's top internet picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to discuss Evercore's new report on key takeaways from the second quarter earning season, the firm's top internet picks including Uber, Amazon and Spotify, and more.

Persons: Mark Mahaney Organizations: Spotify

☆ Amazon earnings: What investors should be watching
▼ + stars: | 2023-08-03 | 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 EmailAmazon earnings: What investors should be watchingMark Mahaney, Evercore ISI head of internet research, and Malcolm Ethridge, executive vice president and financial advisor at CIC Wealth, join 'Closing Bell' to discuss expectations for Amazon's earnings results, the AI momentum fueling Amazon's AWS growth, and more.

Persons: Mark Mahaney, Malcolm Ethridge Organizations: CIC Wealth

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