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Investors looking to make money in the software space may want to consider this winning strategy, according to Trivariate Research. "Own Software stocks with low but accelerating revenue growth: Our work shows this is by far the best way to make money in software," wrote founder Adam Parker, highlighting a basket of stocks that have already been on a tear this year. Growth stocks across the board have rallied to start the year as artificial intelligence tailwinds persist, strong earnings drive expectations for ongoing growth and recent data points to signs of a robust economy. Zscaler and CrowdStrike are among the names included, with shares up 15% and 29%, respectively, since the start of 2024. Both companies are also coming off a strong 2023 in which shares rallied 98% and 142%, respectively.
Persons: Adam Parker, CNBC's Michael Bloom Organizations: Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailYou can still sink your teeth into the AI trend, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss investing in AI and his market outlook.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate's Adam Parker and NB Private's Shannon SaccociaAdam Parker, Trivariate Research CEO, and Shannon Saccocia, chief investment officer of NB Private Wealth, join 'Closing Bell' to discuss their investing outlook for AI and more.
Persons: Trivariate's Adam Parker, Shannon Saccocia Adam Parker, Shannon Saccocia Organizations: Trivariate, Wealth
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe small caps have worse balance sheets, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Squawk on the Street' to discuss last week's market action, whether margins have bottomed, and any changes to Trivariate's earnings model.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe biggest risk to the economy is the consumer, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his market and economic outlook and the state of the consumer.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate CEO Adam Parker and Hightower’s Stephanie LinkTrivariate Research CEO Adam Parker and Hightower’s Stephanie Link join 'Closing Bell' to discuss their market expectation for year end and 2024.
Persons: Adam Parker, Hightower’s Stephanie Link Organizations: Hightower’s Stephanie Link Trivariate
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEnergy is still a good risk-reward going forward, says Trivariate's Adam ParkerAdam Parker, Trivariate Research CEO, joins 'Closing Bell' to discuss his market expectation for year end and 2024.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Email Energy, Trivariate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHealthcare services have pricing power and earnings growth, says Trivariate's Adam ParkerAdam Parker, Trivariate Research founder, joins 'Closing Bell' to discuss his year-end playbook and market outlook.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Healthcare, Trivariate Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrivariate Research CEO: Don't be structurally negative on innovation and growth in the U.S.Adam Parker, founder & CEO of Trivariate Research, joins ‘Squawk on the Street’ to discuss whether he sees value in the small-cap stocks, finding opportunities in the current market, and more.
Persons: Adam Parker, Squawk Organizations: Trivariate Locations: U.S
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEveryone in the semi sector wants to compete against Intel, says Trivariate's Adam ParkerBryn Talkington, managing partner at Requisite Capital Management, and Adam Parker, funder & CEO of Trivariate Research, joins 'Closing Bell' to discuss AI development fueling the competition landscape semiconductors, how small cap margins compare to mega caps, and capex spending levels among tech stocks.
Persons: Trivariate's Adam Parker Bryn Talkington, Adam Parker, funder Organizations: Intel, Capital Management, Trivariate
S&P 500 futures were little changed Tuesday night as investors digested quarterly results from tech giants Microsoft and Alphabet. Futures tied to the S&P 500 lost 0.06%. The S&P 500 and Nasdaq Composite gained 0.7% and 0.9%, respectively. Traders will be keeping an eye on several more key quarterly reports during one of the busiest weeks of earnings season. Boeing will be posting its quarterly results Wednesday before the bell, followed by IBM and Meta in the afternoon.
Persons: Dow, We're, Adam Parker Organizations: Microsoft, Nasdaq, Dow Jones Industrial, Research, Boeing, IBM, Meta
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Trivariate's Adam Parker and John Hancock's Emily RolandAdam Parker, Trivariate Research CEO, and Emily Roland, John Hancock Investment Management co-chief investment strategist, join 'Closing Bell' to discuss the stock outlook ahead of earnings.
Persons: Trivariate's Adam Parker, John Hancock's Emily Roland Adam Parker, Emily Roland, John Organizations: Trivariate, John Hancock Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrivariate's Adam Parker on markets: Financial conditions are tighteningAdam Parker, Trivariate Research CEO, and Emily Roland, John Hancock Investment Management co-chief investment strategist, join 'Closing Bell' to discuss the stock outlook ahead of earnings.
Persons: Trivariate's Adam Parker, Adam Parker, Emily Roland, John Organizations: Trivariate, John Hancock Investment Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'Magnificent Seven' will do well without broadening rally going forward: Trivariate's Adam ParkerAdam Parker, Trivariate Research founder and CEO, joins 'Squawk on the Street' to discuss why the equity rally won't broaden further, the overall news for this quarter, and more.
Persons: Trivariate's Adam Parker Adam Parker Organizations: Trivariate Research
Gains from the so-called 'Magnificent 7' stocks and the S & P 500 haven't been as sweet as expected in the third quarter. After a strong outperformance to start the year, the S & P 500 is flat for the quarter, while names like Apple and Microsoft are headed for quarterly losses. But there's still a way to play the group, comprised of Nvidia , Meta Platforms , Amazon , Microsoft, Apple, Alphabet and Tesla , according to Trivariate Research's Adam Parker. Parker expects the Big 7 stocks to continue faring well even if recent inflationary concerns endure, noting that the group is seen as including the prime beneficiaries of the widespread application of artificial intelligence and has seen better earnings revisions than other areas of the market. — CNBC's Michael Bloom contributed reporting
Persons: there's, Trivariate Research's Adam Parker, Morgan Stanley, Parker, — CNBC's Michael Bloom Organizations: Apple, Microsoft, Nvidia, Meta
Trivariate's Adam Parker is avoiding the retail sector
  + stars: | 2023-09-13 | 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 EmailTrivariate's Adam Parker is avoiding the retail sectorAdam Parker, Trivariate Research founder, joins 'Squawk on the Street' to discuss AI regulation and how the technology will affect stocks.
Persons: Trivariate's Adam Parker, Adam Parker Organizations: Trivariate Research
Despite energy's outperformance so far this summer, Trivariate Research CEO Adam Parker may still find himself to be a market contrarian when picking the sector as his top bullish play. "Energy is the best-performing sector over the last three months, but nobody's talking about it," he told CNBC's " Squawk on the Street " on Wednesday. "I think demand/supply dynamics look very, very bullish in any longer-term view, so I like that sector a lot." Over the past three months, the energy sector of the S & P 500 has gained about 13.5%. Big performers in the sector include Marathon Petroleum , up nearly 38% in the past three months, and Valero Energy, with a 28% gain during the period.
Persons: energy's, Adam Parker, CNBC's, Brent, Parker Organizations: Trivariate, West Texas, Communication, Marathon Petroleum, Valero Energy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Trivariate Research's Adam ParkerAdam Parker, Trivariate Research founder, joins 'Squawk on the Street' to discuss AI regulation and how the technology will affect stocks.
Persons: Trivariate Research's Adam Parker Adam Parker Organizations: Trivariate Research
In an economic downturn, select quality growth stocks could help investors withstand a market pullback, according to Adam Parker, founder of Trivariate Research. With this in mind, he identified a list of quality growth stocks that can remain resilient and provide growth even in tumultuous times. "Adjusting for the S & P 500 performance, only the highest quality quartile of growth has cumulatively generated alpha over the last 25 years among mega/large caps," said Parker. "Among SMID cap growth stocks, the highest quality bucket has also been the best by far, generating more alpha than the highest quality mega/large caps." The names that fell in the top third are growth stocks, said Parker.
Persons: Adam Parker, Parker, — CNBC's Michael Bloom Organizations: Trivariate, Apple, Microsoft, Big Tech, Akamai Technologies, Health, UnitedHealth, Humana Locations: ChatGPT
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailOil is going higher because growth is beating expectations, says Hightower's Stephanie LinkTrivariate Research's Adam Parker and Hightower's Stephanie Link join 'Closing Bell' to discuss earnings expectations moving to the upside, concerns over high bond yields and elevated oil prices and whether or not Apple is expensive given it's growth potential.
Persons: Stephanie Link Trivariate Research's Adam Parker, Hightower's Stephanie Link
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEvery person has a challenge justifying the valuation, says Trivariate Research CEO Adam ParkerTrivariate Research founder and CEO Adam Parker joins 'Squawk on the Street' to discuss the latest market trends, why he believes revenue growth expectations appear optimistic next year, making the case for sharper pullback in the second half, and more.
Persons: Adam Parker Trivariate, Adam Parker Organizations: Adam Parker Trivariate Research
For investors looking for other ways to play the theme, Trivariate Research found some high-quality names that could see a boost. "The direction of the stock market hinges on their guidance," strategists at Trivariate Research said in a note. Trivariate Research identified a slew of high-quality companies that have high mentions of AI this year. The list included Big Tech names Microsoft, Alphabet and Meta . Meta shares have been on fire this year, more than doubling in that time.
Persons: CNBC's Michael Bloom Organizations: Nvidia, Trivariate Research, Big Tech, Microsoft, Meta
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email'I'm probably more bullish now than I was a week ago', says Trivariate's Adam ParkerCameron Dawson, NewEdge Wealth CIO, and Adam Parker, Trivariate Research, join 'Taking Stock' to talk the day's market action, the mostly down week for the markets and what is feeding the loses.
Persons: Trivariate's Adam Parker Cameron Dawson, Adam Parker Organizations: NewEdge, Research
Watch CNBC's full interview with Cameron Dawson and Adam Parker
  + stars: | 2023-08-18 | 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 EmailWatch CNBC's full interview with Cameron Dawson and Adam ParkerCameron Dawson, NewEdge Wealth CIO, and Adam Parker, Trivariate Research, join 'Taking Stock' to talk the day's market action, the down week for the market and what is feeding the losses, bond rates and more.
Persons: Cameron Dawson, Adam Parker Cameron Dawson, Adam Parker Organizations: NewEdge, Research
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTrivariate's Adam Parker suspects rate concerns are causing the market pullbackAdam Parker, Trivariate Research, joins 'Closing Bell' to discuss the market vulnerability as stocks for banks slide and China concerns continue to loom.
Persons: Trivariate's Adam Parker, Adam Parker Locations: China
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