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☆ Jim Cramer says Wall Street initially got Lowe's quarter and guide wrong. Here's why
▼ + stars: | 2024-02-27 | by ( Matthew J. Belvedere | ) www.cnbc.com time to read: +2 min

Cramer said Stanley Black & Decker , a holding the CNBC Investing Club portfolio, is a buy off these Lowe's numbers. Macy's : The department store chain reported better than expected quarter but offered conservative guidance that missed forecast. Competitor Applovin is kind of crushing Unity, Cramer said. Workday : The provider of enterprise cloud applications for finance and human resources reported a better-than-expected quarter but its guidance was softer. Cramer said Workday, ServiceNow and Club holding Salesforce are the "three best software-as-a-service companies in the world."

Persons: Jim Cramer's, Marvin Ellison, Jim Cramer, Cramer, Stanley Black, Decker, Jeff Gennette, Tony Spring, There's, Kelly Steckelberg Organizations: CNBC, Club, Costco, Unity Software, Unity

☆ Cramer's Lighting Round: Vertiv is a buy
▼ + stars: | 2024-02-22 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon GlobalFoundries' year-to-date stock performance. Stock Chart Icon Stock chart icon Danaher's year-to-date stock performance. Stock Chart Icon Stock chart icon Workday's year-to-date stock performance. Stock Chart Icon Stock chart icon Vertiv's year-to-date stock performance. Stock Chart Icon Stock chart icon Arm's year-to-date stock performance.

Persons: GlobalFoundries, You've, They've, Rene Haas, Jim Cramer's Organizations: Cal, Maine Foods, Maine Locations: Taiwan

☆ DuPont is turning, plus the Nvidia halo and how to play Palo Alto's sell-off
▼ + stars: | 2024-02-22 | by ( Jeff Marks | ) www.cnbc.com time to read: +4 min

In the Nvidia halo, Jim Cramer likes ServiceNow , and of the semiconductor capital equipment makers he says Lam Research is the best. Looking to pick up PANW: Jim Cramer says the Palo Alto Networks sell-off is still overdone by about 25 points. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Eaton, ServiceNow, Lam, Ed Breen's, Cramer, Breen, Jim Cramer's, Jim, David Paul Morris Organizations: CNBC, Nvidia, Nasdaq, Broadcom, Microsoft, Lam Research, Palo Alto Networks, DuPont, Barclays Industrials, Coterra Energy, Intuit, Warner Bros Discovery, Jim Cramer's Charitable, Bloomberg, Getty Locations: We're, DuPont, Santa Clara , California

☆ Nvidia lives up to the earnings hype and then some, prompting our big price target hike
▼ + stars: | 2024-02-21 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

NVDA 5Y mountain Nvidia 5 years The Nvidia phenomenon is something for all investors to take note of and study. The first question we got on the call was in relation to the sustainability of the Data Center sales momentum. Generative AI isn't possible in a data center built for traditional general-purpose computing. In fact, Nvidia believes AI inferencing was responsible for about 40% of Data Center sales over the past year. This is why Nvidia was designated by Jim Cramer and the Club as an "own it, don't trade it" stock.

Persons: Jensen Huang, it's Nvidia's, Thursday's, we've, Colette Kress, we're, Nvidia's Huang, Huang, inferencing, It's, Jim Cramer, Apple's, Jim Cramer's, Jim, Ann Wang Organizations: Nvidia, Revenue, U.S, Data, Microsoft, Moore's Law, world's, Management, Software, Enterprise, Club, Apple, CNBC Locations: tacking, China, Taipei, Taiwan

☆ We're debating buying Palo Alto's sharp post-earnings drop. Here's what we're considering
▼ + stars: | 2024-02-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +9 min

Palo Alto Networks has been at the forefront of this trend because it's the best-of-breed in 21 categories. PANW 1Y mountain Palo Alto Networks 1 year However, we're not going to try to go in and out of Palo Alto. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Nikesh Arora, Palo Alto Networks Adam Galica | CNBC

Persons: billings, Nikesh Arora, Arora, We've, Jim Cramer, we're, –, I'm, Jim, Let's, Jim Cramer's, Galica Organizations: Palo Alto Networks, Revenue, LSEG, billings, Alto Networks, Securities and Exchange Commission, SEC, Palo, CNBC Locations: U.S, cybersecurity, billings, Palo, Palo Alto

☆ Hedge funds took profits in these popular technology stocks during the fourth quarter
▼ + stars: | 2024-02-19 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

Hedge funds appeared to take profits in a host of winning " Magnificent Seven " stocks during the fourth quarter at the end of a blowout year for the septet. Still, Nvidia shares rallied 14% in the fourth quarter, extending a 3% gain in the September quarter. Nor was Nvidia the only semiconductor maker that hedge funds cut back on in the fourth quarter. Reducing exposure to the rest of Magnificent Seven Hedge funds also took profits in a handful of other popular Magnificent Seven stocks that helped power 2023's AI-fueled market rally. Beyond the most prominent companies, hedge funds also made key reductions in other popular technology and semiconductor bets last quarter.

Persons: Dan Sundheim zeroed, Stanley Druckenmiller, David Tepper's, Phillippe Laffont's Coatue, Global's Chase Coleman, Jensen Huang, chipmaker, Tepper, Ole Andreas Halvorsen, Druckenmiller, Baupost Group's Seth Klarman, Coatue's Laffont, Point's Dan Loeb, Berkshire Hathaway, Value's Jeffrey Smith, Marc Benioff, Appaloosa's Tepper, Michael Burry, Druckenmiller amped, Point's Loeb, Coatue, Laffont, Tiger Global's Coleman, —, Alex Harring, Yun Li Organizations: Appaloosa Management, D1, Technology, Wall, Nvidia, Management, Devices, Intel, Qualcomm, Taiwan Semiconductor, Viking, Arm Holdings, VanEck Semiconductor, Google, Microsoft, Duquesne, Viking Global, Corvex Management, Sundheim's D1 Capital, Baidu, Arista Networks, Scion, Oracle, Amazon, Tiger Global, Apple, Taiwan, Broadcom Locations: TSM, Meta, Berkshire, Salesforce, Chinese, China

☆ Phillippe Laffont's Coatue shifted money in technology amid fourth quarter rally
▼ + stars: | 2024-02-14 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Phillippe Laffont's Coatue made a flurry of changes to his portfolio in the fourth quarter, including shifts within the technology sector in the midst of the fourth quarter's big rally. Nvidia and Meta are only two of many notable cutbacks made by Laffont in the fourth quarter. Beyond Nvidia and Meta, Advanced Micro Devices , Amazon , Microsoft , Netflix and Tesla are the next biggest holdings in the fund. As of the fourth quarter, technology accounts for more than 59% of Coatue, according to InsiderScore. The Nasdaq finished 2023 up more than 43%, helped by a gain of more than 13% in the fourth quarter alone.

Persons: Phillippe Laffont's Coatue, Julian Robertson, Daniel Sundheim's, Laffont, Eli Lilly Organizations: Tiger Management, Nvidia, Meta, Taiwan Semiconductor, MIT, Intuit, Apple, Devices, Microsoft, Netflix, Tesla, Technology, Nasdaq, Ford, Moderna, Paramount Global Locations: Taiwan, Salesforce

☆ Top Wall Street analysts suggest these 3 stocks for solid upside
▼ + stars: | 2024-02-04 | by ( Tipranks.Com Staff | ) www.cnbc.com time to read: +4 min

To select the stocks of such companies that have attractive growth potential, investors can track the recommendations of Wall Street's experts. Here are three stocks favored by the Street's top analysts, according to TipRanks, a platform that ranks analysts based on their past performance. The company recently announced upbeat results for the fourth quarter of 2023 and raised its 2024 subscription revenue and operating margin guidance. "Overall, we believe that paid sharing and advertising would help re-accelerate subscriber and revenue growth while driving high-margin incremental revenue," said Mittal. The analyst also highlighted that while Netflix saw a sixth consecutive quarter of subscriber growth, rival Disney's (DIS) subscriber base has declined for three straight quarters.

Persons: Mike Blake, Wall, ServiceNow, Baird, Robert Oliver, ServiceNow's cRPO, Oliver, TipRanks, Sachin Mittal, Mittal, Bob Iger's, NFLX, Rivian Organizations: U.S, Federal Reserve, TAM, Netflix Locations: Los Angeles

Elsewhere, Bank of America raised its price target on Nvidia, calling for more than 25% upside. 7:07 a.m.: Deutsche Bank deals latest blow to regional bank after earnings disappoint Deutsche Bank joined the post-earnings dogpile on New York Community Bank . Analyst Bernard von-Gizycki downgraded the regional bank to hold from buy and slashed to price target to $7 from $15. Analyst Alicia Yap upgraded the consumer internet stock to buy from neutral and raised her price target by $6 to $50. — Alex Harring 5:45 a.m.: Bank of America hikes Nvidia price target Don't expect Nvidia to lose momentum anytime soon, according to Bank of America.

Persons: Goldman Sachs, Bernard von, Gizycki, — Alex Harring, There's, Alicia Yap, Sea's, Shopee, Alex Harring, what's, Tim Cook, Brandon Nispel, AAPL's, AAPL, Morgan Stanley, Erik Woodring, we're, Tim Long, Piper Sandler, Harsh Kumar, Meta, Ross Sandler, Benjamin Black, Mark Kelley, Bernstein, Mark Shmulik, LSEG, Rufus, Eric Sheridan, Brian Nowak, outsized, Brad Erickson, Vivek Arya, Fred Imbert Organizations: CNBC, Apple, Bank of America, Nvidia, Deutsche Bank, New York Community Bank, von, Investors, Traders, Citi, Nasdaq, Conference, Barclays, Vision, Meta, Wall Street, Amazon, RBC Capital, Enterprise, SAP, VMWare, Dell Locations: Wall, New, Thursday's, Friday's premarket, China, genAI, CY25

☆ Jim Cramer says it's time for investors to take some profits, 'it's the disciplined thing to do'
▼ + stars: | 2024-01-25 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

CNBC's Jim Cramer on Thursday said the market's had a significant run, and it may be time to ring the register. Cramer reflected on the CNBC Investing Club's decision to sell all of the Charitable Trust's shares of Caterpillar . The trust bought Caterpillar stock in part due to the assumption the Fed would implement several rate cuts, which usually bodes well for industrials. According to Cramer, stock dips for PayPal and ServiceNow may signal losses for other stocks previously bolstered by AI initiatives. "It means you need to do some trimming, purely because your profits don't count until you ring the register."

Persons: CNBC's Jim Cramer, Cramer, Alex Chriss Organizations: CNBC, Caterpillar . Dupont, Caterpillar, PayPal

☆ ServiceNow CEO Bill McDermott on AI impact: It's been an amazing uptake in our business
▼ + stars: | 2024-01-25 | 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 EmailServiceNow CEO Bill McDermott on AI impact: It's been an amazing uptake in our businessServiceNow chairman and CEO Bill McDermott joins 'Squawk on the Street' to discuss the company's quarterly earnings results, the impact of AI on the company, and more.

Persons: Bill McDermott

☆ Here are Thursday's biggest analyst calls: Tesla, Apple, Boeing, IBM, Meta, Microsoft, Rivian, Amazon & more
▼ + stars: | 2024-01-25 | by ( Michael Bloom | ) www.cnbc.com time to read: +5 min

Goldman Sachs reiterates Apple as buy Goldman said it's standing by the tech giant heading into earnings on February 1. Bank of America reiterates Meta as buy Bank of America raised its price target on Meta to $425 per share from $405. Piper Sandler reiterates Microsoft as overweight Piper warned investors in a note on Thursday not to "sleep" on Microsoft Cloud. Bank of America downgrades Boeing to neutral from buy Bank of America said in its downgrade of the stock that it sees too much regulatory scrutiny. Bank of America upgrades Heico to buy from neutral Bank of America said investors should buy the dip in the aerospace and electronics aftermarket company. "

Persons: Needham, Rivian, Morgan Stanley, Tesla, Goldman Sachs, ServiceNow, Goldman, it's, TAL, BTIG, Jefferies, Wells, Piper Sandler, Piper, JPMorgan downgrades Hertz, JPM, Hertz Organizations: Bank of America, IBM, Revenue, Apple, JPMorgan, Tal, Bloom Energy, Gray Customers, Amazon, " Bank of America, Meta, DuPont, Microsoft, Deutsche Bank, Avis, Deutsche, Boeing, Alaska Airlines, of America Locations: ServiceNow, China, Bloom

☆ Stocks making the biggest moves after hours: Tesla, IBM, Las Vegas Sands and more
▼ + stars: | 2024-01-24 | by ( Darla Mercado | Cfp | ) www.cnbc.com time to read: +3 min

Adjusted earnings came in at 71 cents per share, while revenue was $25.17 billion. IBM surpassed analysts' expectations in the fourth quarter , posting adjusted earnings of $3.87 per share on revenue of $17.38 billion. Las Vegas Sands posted $2.92 billion in revenue for the fourth quarter, while analysts polled by LSEG called for $2.90 billion. Adjusted earnings missed the mark, however, coming in at 57 cents a share, while analysts predicted 61 cents a share. ServiceNow — The software company slipped 1%, even as the company posted fourth-quarter beats on the top and bottom lines.

Persons: LSEG, ResMed, Lam, — CNBC's Scott Schnipper, Brian Evans Organizations: LSEG, Machines, IBM, Vegas Sands, Wall, United Rentals, Lam Research, Columbia Banking, Columbia Locations: Vegas, Lam, FactSet

☆ ServiceNow sees strong Q4 subscription revenue growth
▼ + stars: | 2024-01-24 | 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 EmailServiceNow sees strong Q4 subscription revenue growthScott Kessler, Third Bridge, joins 'Closing Bell Overtime' to talk ServiceNow quarterly results.

Persons: ServiceNow, Scott Kessler

☆ Here's what I'm watching to see where the market goes next after the S&P 500 record close
▼ + stars: | 2024-01-21 | by ( Jim Cramer | ) www.cnbc.com time to read: +10 min

We don't know what we want. The rails are too significant to ignore even as the bond market seems to rely, I would say, wrongly, on the broader data. I think it's a factor of big money flows that aren't sensitive to what moves rates and don't mind being wrong. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Tesla, ServiceNow, Bill McDermott, Russell, —, Abbott, Gamble, Jon Moeller, Heels, what's, hasn't, Steve Jobs, Ray, Kimberly, Clark, Jim Cramer's, Jim Cramer, Jim, Virginia Sherwood Organizations: Union Pacific, CSX, Norfolk Southern, Federal Reserve, Silicon Valley Bank, Microsoft, Nvidia tacking, Google, Apple, Nvidia, JPMorgan Healthcare Conference, Abbott Laboratories, Investing, JPMorgan, Novartis, Walgreens Boots Alliance, Procter, Super, YouTube, Netflix, Vision, Pro, Jim Cramer's Charitable, CNBC, NYSE Locations: U.S, Silicon, San Francisco, Amgen, China

☆ These companies reporting next week have a history of beating earnings expectations
▼ + stars: | 2024-01-20 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Fourth-quarter earnings season is in full swing and a few stocks could get a boost next week if history is any indication. As every investor knows, earnings results are integral to a stock's performance. With that in mind, among the companies reporting their results next week, CNBC Pro screened for the ones with a history of beating the market's expectations. The software company has a record of beating earnings expectations 89% of the time and revenue expectations 93% of the time. Valero Energy also has a track record of earnings outperformance, respectively topping earnings and revenue forecasts 87% and 81% of the time.

Persons: Levi Strauss, Horton, —, Fred Imbert Organizations: Dow Jones Industrial, Netflix, IBM, Verizon, Intel, CNBC Pro, Investment, Bank of America, Valero Energy, Valero, Industrial, Teledyne Technologies, Teledyne

☆ The 4 most important things we're watching in the stock market this coming week
▼ + stars: | 2024-01-20 | by ( Zev Fima | ) www.cnbc.com time to read: +11 min

Fortunately, we'll get useful information in the coming weeks as earnings season ramps up and updated inflation data is released. We really want to see more supply come into the market to provide some relief on shelter costs. Looking to next week, we'll get a several key economic updates and a ramp up of earnings releases. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade.

Persons: Morgan Stanley, we'll, Procter & Gamble, we've, We're, we're, We'll, Forex, Brown, BRO, Zions, CrossFirst, Johnson, Lockheed Martin, Horton, ERIC, Baker Hughes, Abbott, ABT, Clark, BOK, Monro, Simmons, United Community Banks, Lam, Ethan Allen Interiors, Raymond James Financial, Sherwin, Williams, Northrop, Murphy, Arthur J, Levi Strauss, LEVI, Booz Allen, Jim Cramer's, Jim Cramer, Jim, John Gress Organizations: Nasdaq, Microsoft, Nvidia, Tesla, Apple, Bank of America, Reserve, Procter, Gross, Citigroup, of Hawaii, United Airlines, Logitech International S.A, AGNC Investment, Agilysys Inc, Great Southern Bancorp, Enterprise Financial Services, Independent Bank, Home Bancorp, RBB Bancorp, TrustCo Bank Corp, Gamble Co, Verizon Communications, 3M Company, General Electric Co, GE, RTX Corporation, Halliburton Company, HAL, Lockheed, Ericsson, Bank, GATX Corporation, MakeMyTrip, National Bancorp, Synchrony, Webster, Atlantic Union Bankshares Corporation, Invesco PLC, Peoples Bancorp Inc, Sandy Spring Bancorp, Netflix, Texas Instruments Incorporated, Steel Dynamics, Canadian National Railway Company, NBT Bancorp, East West Bancorp, Covenant Logistics Group, Inc, Hanmi, National Bank Holdings Corporation, Premier Financial, QCR Holdings, Renasant Corporation, Triumph, Veritex Holdings, ASML, SAP, Textron, Oriental Education, Technology Group, First BanCorp, General Dynamics, OFG Bancorp, Prosperity, TE Connectivity, United Community, Blue Foundry Bancorp, Capitol Federal, HBT, Teledyne Technologies, Business Machines, IBM, Las Vegas Sands Corp, Lam Research, United Rentals, Berkley Corp, Crown, International, Packaging Corporation of America, Seagate Technology plc, CACI, Swift Transportation Holdings, Ameriprise Financial, Concentrix Corporation, First Bank, Liberty Energy, Pathward Financial, Columbia Banking, CSX, American Airlines Group, NextEra Energy Inc, Alaska Air Group, Dow Chemical Co, Valero Energy, Southwest Airlines Co, Nextera Energy, Williams Co, Union Pacific, Applied Industrial Technologies, Mobileye, Northrop Grumman, Comcast, Nokia, TAL Education, McCormick & Company, Intel, Visa Inc, Gallagher, Co, KLA Corporation, Western Alliance, Mobile, L3Harris Technologies, Western, Olin Corporation, American Express Co, Booz, Booz Allen Hamilton Holding, Colgate, Palmolive Co, Norfolk Southern Corporation, Jim Cramer's Charitable, CNBC, Gamble's Locations: Procter &, U.S, China, ZION, Freeport, Kimberly, Las, W.R, Chicago

☆ Cramer's week ahead: Earnings from Procter & Gamble, Tesla, Lockheed Martin
▼ + stars: | 2024-01-19 | by ( Julie Coleman | ) www.cnbc.com time to read: +2 min

CNBC's Jim Cramer on Friday told investors to gear up for a "fast and furious" slew of earnings reports next week that could lead to some profit-taking, including Procter & Gamble , Tesla and Lockheed Martin . Only if we still have plenty of people out there bad-mouthing the market and calling it dangerous and perilous," Cramer said. Tuesday is one of the busiest days of the week, with reports from Procter & Gamble , Verizon , 3M , Johnson & Johnson , RTX , Lockheed Martin , D.R. Cramer predicted Verizon will do well, but Procter & Gamble may not see a blowout quarter, perhaps creating a buying opportunity. He'll be waiting to hear about an increased defense budget from Lockheed Martin and said D.R.

Persons: CNBC's Jim Cramer, Tesla, Lockheed Martin, Cramer, Johnson, D.R, He'll, Horton, he'll, Williams Organizations: Procter & Gamble, Lockheed, United Airlines, Logitech, Verizon, Johnson, General Electric, Netflix, Procter, Gamble, Abbott Laboratories, Tesla, Lam Research, IBM, Union Pacific, Intel, Sherwin, PayPal, American Express, Norfolk Southern, Federal Reserve Locations: RTX, Horton, Colgate

☆ Here are Thursday's biggest analyst calls: Apple, Netflix, Nvidia, Meta, Rivian, Costco, Hertz, Microsoft & more
▼ + stars: | 2024-01-18 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Bank of America upgrades Apple to buy from neutral Bank of America said AI and Vision Pro should drive upside for Apple. Bank of America reiterates Microsoft as buy Bank of America raised its price target on Microsoft to $450 per share from $430. Guggenheim reiterates Target as buy Guggenheim said Target is well positioned in 2024. Bank of America names Harley Davidson a top pick Bank of America said the motorcycle company is well positioned for 2024. " Bank of America reiterates ServiceNow as a top pick Bank of America said the stock remains a top idea for 2024.

Persons: KBW downgrades Charles Schwab, KBW, Mizuho, Robinhood, ., DA Davidson, Baird, Rivian, Wolfe, it's, Wells, it's bullish, Bernstein, Guggenheim, Piper Sandler, Tempur Sealy, TPX, CFRA, Harley Davidson, Oppenheimer, Morgan Stanley, Hertz, ServiceNow, Argus, Salesforce, Mike Blake Organizations: UBS, Netflix, Bank of America, Apple, of America, Nvidia, Semiconductors, Barclays, Red Rock Resorts, Vegas Locals, Microsoft, Guggenheim, Citi, JetBlue, Spirit, Costco, Piper, Palo Alto Networks, Paramount, Nasdaq, Hertz, Blackrock, Amazon, Deutsche Bank, Deutsche, JPMorgan Locations: repurchases, Palo, Palo Alto, Southeast China, 1H24, Los Angeles

☆ ServiceNow CEO Bill McDermott: It's 'unbelievable' how AI generates productivity
▼ + stars: | 2024-01-17 | 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 EmailServiceNow CEO Bill McDermott: It's 'unbelievable' how AI generates productivityServiceNow Chairman, President and CEO Bill McDermott joins 'Squawk Box' to discuss how the company is using AI to help other businesses transform how they function, the impact on productivity, and more.

Persons: Bill McDermott, It's

☆ Leaked presentation reveals how Microsoft built one of its top AI products, from cherry picking outputs to pitching government clients
▼ + stars: | 2024-01-10 | by ( Ashley Stewart | ) www.businessinsider.com time to read: +9 min

GPU supply problemsOriginally, Microsoft was working on its own machine-learning models for security use cases, according to the presentation by Microsoft Security Research partner Lloyd Greenwald. AdvertisementThe pitchThe pitch centered around the benefits of mostly using a single universal AI model rather than many individual models. "Today, our Early Access Program customers regularly share their satisfaction with the latest version of Security Copilot." He also mentioned ServiceNow connectors, and information from Microsoft Defender, the company's antivirus software, along with other sources of security data. It described Security Copilot as a "closed-loop learning system," that gets feedback from users and improves over time.

Persons: —, Lloyd Greenwald, Greenwald, Frank Shaw, Shaw, Microsoft's Shaw, Kevin Scott, Satya Nadella, Eric Douglas, doesn't Organizations: Service, Business, Microsoft, Microsoft Security Research, BI, Microsoft Sentinel Locations: GPT

☆ Harvard's president resigning means more drama for other universities
▼ + stars: | 2024-01-03 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +7 min

In today's big story, we're looking at the resignation of another Ivy League president and the knock-on effect it'll have on education in the US. The big storyIvy League issuesBrian Snyder/ReutersClaudine Gay's tenure as Harvard president wasn't long, but it won't be forgotten. Alan Garber, Harvard's provost and chief academic officer, will serve as interim president, the school's board announced. Gay is the second Ivy League president to step down in less than a month, following in the footsteps of former Penn president Elizabeth Magill. Harvard president Claudine Gay Kevin Dietsch/Getty ImagesGay and Magill's departures highlight the tension between businesses and prestigious universities and the former's influence over the latter.

Persons: —, Bob Marley, John Wick, Brian Snyder, Claudine Gay's, wasn't, Gay, Alan Garber, Harvard's, Elizabeth Magill, Magill, Sally Kornbluth, Bill Ackman, Claudine Gay Kevin Dietsch, Business Insider's Paul Squire, Lucas Jackson, Tesla, Goldman, Tyler Le, it's, Warren Buffett, Greta Thunberg, Florence Pugh, Mel Gibson, J.R.R, Tolkien, Eli Manning, Max Willcocks, Dan DeFrancesco, Diamond Naga Siu, Hallam Bullock, Jordan Parker Erb, Hayley Hudson, Lisa Ryan Organizations: Service, Ivy League, Business, Harvard, Ivy, Penn, Gay, MIT, GOP, Big Tech, Apple, Microsoft, Nvidia, Meta, Boston Consulting Group, Cushman & Wakefield, LinkedIn, SAP, Verizon Consumer Group, EV, Elon, Jiji Press, Japan Airlines, New York Locations: China, Jisoo, New York, San Diego, London, Edinburgh

☆ Meet the portfolio manager who oversees the best performing stock fund this year
▼ + stars: | 2023-12-29 | by ( Yun Li | ) www.cnbc.com time to read: +2 min

Alex Umansky is the man behind the best performing equity mutual fund this year. Baron Fifth Avenue Growth (BFTIX) , with nearly $500 million in assets under management, has rallied more than 58% this year, taking the No.1 spot for a winning stock fund in 2023, according to Morningstar. Umansky, who's been in the industry for 30 years, is the sole portfolio manager for the fund. Umansky's fund seeks to find long-term, durable growth opportunities in the large-cap space. The manager also has a long-term approach to growth investing where he views a stock as a piece of the business.

Persons: Alex Umansky, who's, Morningstar, Umansky Organizations: Baron, Nasdaq, New York University, Nvidia, Tesla

☆ ServiceNow's chief digital information officer on why 2024 is going to be really fun
▼ + stars: | 2023-12-23 | by ( Josée Rose | ) www.businessinsider.com time to read: +4 min

The software-as-a-service provider is "aggressively pursuing our ambition to absolutely be an AI-first company," Chris Bedi, the chief digital-information officer at ServiceNow, told Business Insider. "We know we're early innings, especially with gen AI, but we are pushing on it hard." AdvertisementThe challenge that ServiceNow and all companies face is around fast innovation, "but also we take care of governance, safety, and ethics" around AI, Bedi said. We started experimenting and doing stuff with gen AI super early. I would say underestimating how quickly gen AI would progress.

Persons: —, Chris Bedi, Bedi, ServiceNow, they've, It's Organizations: Service, Business Locations: America

☆ Coca-Cola ranked as the best place to work for career growth in a new study of America's largest companies
▼ + stars: | 2023-12-05 | by ( Sawdah Bhaimiya | ) www.businessinsider.com time to read: +4 min

It looked at culture, hiring, pay and promotions to see how companies invest in their workers. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementCoca-Cola was just ranked as the best place to work for career growth in the American Opportunity Index 2023 report . AdvertisementCoca-Cola was ranked top overall, largely because of its hiring, pay, and culture scores. In the past, it has made Glassdoor's ranking of the top 10 companies with the happiest employees and was included in its best places to work list from 2012 through to 2022.

Persons: —, Lisa Chang, Chang, Meta, Salesforce Organizations: American Opportunity, Meta, Costco, Service, American, Harvard Business School, Foundation, Glass Institute, Cola, PepsiCo, PNC Financial Services Group, Amazon, Microsoft, AOI Locations: Glassdoor, W.W, Grainger

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