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☆ 'I think the VCs won't touch this': Bullpen Capital's Duncan Davidson reacts to Adam Neumann's $1B startup
▼ + stars: | 2024-04-11 | 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 Email'I think the VCs won't touch this': Bullpen Capital's Duncan Davidson reacts to Adam Neumann's $1B startupDuncan Davidson, co-founder of Bullpen Capital, and Dan Primack, Axios business editor, join CNBC's 'The Exchange' to share their reactions to Adam Neumann's new real estate startup, Flow.

Persons: Capital's Duncan Davidson, Adam Neumann's, Duncan Davidson, Dan Primack, CNBC's Organizations: Bullpen Capital

☆ Watch CNBC’s full interview with BD8 Capital's Barbara Doran and Ed Yardeni
▼ + stars: | 2024-04-10 | 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 BD8 Capital's Barbara Doran and Ed YardeniBarbara Doran, BD8 Capital and Ed Yardeni, Yardeni Research, join 'Closing Bell: Overtime' to discuss the CPI report, inflation and the possibility of Fed rate cuts.

Persons: Barbara Doran, Ed Yardeni Barbara Doran, Ed Yardeni Organizations: BD8, Research

☆ Elon Musk is trying highlight the value that robotaxis could bring, says RBC Capital's Tom Narayan
▼ + stars: | 2024-04-09 | 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 EmailElon Musk is trying highlight the value that robotaxis could bring, says RBC Capital's Tom NarayanTom Narayan, RBC Capital Markets global autos analyst, joins 'Squawk Box' to discuss Tesla' rollout of its robotaxi,

Persons: Elon Musk, Tom Narayan Tom Narayan, Tesla Organizations: RBC, RBC Capital

☆ Google announces custom Arm-based chips, following similar efforts at rivals Amazon and Microsoft
▼ + stars: | 2024-04-09 | by ( Jordan Novet | ) www.cnbc.com time to read: +3 min

Google is trying to make cloud computing more affordable with a custom-built Arm -based server chip. With the new Arm-based chip, Google is playing catch-up with rivals such as Amazon and Microsoft, which have been employing a similar strategy for years. Google has used Arm-based server computers for internal purposes to run YouTube advertising, the BigTable and Spanner databases and the BigQuery data analytics tool. Arm chips, which are popular in smartphones, offer a shorter set of instructions than x86 chips, which are commonly found in PCs. Axion offers 30% better performance than the fastest general-purpose Arm-based virtual machines in the cloud and 50% better performance than than comparable VMs based on x86, Google said.

Persons: Chirag, Gartner, Graviton, Alibaba, Thomas Kurian, Dekate, Christina Malbon Organizations: Google, Microsoft, Amazon, Gartner, Amazon Web Services, Chirag Dekate, CNBC, Oracle, Arm Holdings, AMD, Intel Locations: Las Vegas, Sprinklr

☆ Spirits Capital's Todd Sanders breaks down the whiskey exchange business
▼ + stars: | 2024-04-09 | 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 EmailSpirits Capital's Todd Sanders breaks down the whiskey exchange businessTodd Sanders, chairman and CEO of Spirits Capital, joins 'Power Lunch' to discuss the Whiskey business and investing in the distilled barrel financial exchange.

Persons: Todd Sanders Organizations: Spirits Capital

☆ Here's why Avenue Capital's Marc Lasry expects only one rate cut this year
▼ + stars: | 2024-04-08 | 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 Avenue Capital's Marc Lasry expects only one rate cut this yearAvenue Capital CEO Marc Lasry joins 'Closing Bell' to discuss the potential of a Fed rate cut, treasury yields, and investing in the market.

Persons: Marc Lasry

☆ Tesla shares have tanked 34% this year. Investors raise doubts over whether the EV maker will return to form
▼ + stars: | 2024-04-07 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Disappointing investors Tesla's inability to meet estimates and boost demand for its models has spurrred the newfound skepticism. The comments from Wood came one day after her firm purchased nearly $40 million worth of Tesla shares. A lack of investor understanding of the value of these alternative businesses and their future contribution to Tesla profits is plaguing Tesla shares, according to Corestone Capital's Will McDonough. TSLA 1Y mountain Tesla shares over the last year "Valuing Tesla as a car company is akin to valuing Amazon as a book sale company," the investor said. "There are definitely concerns in the marketplace around demand" for Tesla vehicles, said Robert W. Baird senior research analyst Ben Kallo.

Persons: Tesla, Morgan Stanley, Adam Jonas, Wedbush's Dan Ives, Ives, Michael Sansoterra, Tim Pagliara, EVs, Sansoterra, that's, CNBC's Andrew Ross Sorkin, Cathie Wood, Wood, Brad Gerstner, Elon Musk, Corestone Capital's Will McDonough, Robert W, Baird, Ben Kallo, We're Organizations: Elon, Silvant Capital Management, Wall, Motors, Ford, Toyota, Silvant, Ark Investment Locations: U.S, China

☆ The bull case for Ollie's Bargain Outlet, according to Loop Capital's Anthony Chukumba
▼ + stars: | 2024-04-05 | 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 EmailThe bull case for Ollie's Bargain Outlet, according to Loop Capital's Anthony ChukumbaAnthony Chukumba, Loop Capital senior analyst, joins CNBC's 'The Exchange' to discuss consumers moving toward cheaper brands as they contend with persistent inflation.

Persons: Anthony Chukumba Anthony Chukumba Organizations: Loop Capital

☆ Robert Kiyosaki, David Einhorn, and Gary Shilling are all worried about inflation — and so is the Fed
▼ + stars: | 2024-04-04 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +4 min

The central bank's current chief, Jerome Powell, is yet to defeat his mythical beast — and Wall Street is getting worried. Powell warned on Wednesday that the Fed's fight against inflation isn't over after annualized price growth accelerated to 3.2% in February. AdvertisementRaising the alarmBank of America analysts have suggested that stubborn inflation could mean the Fed doesn't start cutting rates until March next year. It's no wonder, then, that investors are waiting impatiently for the Fed to cut rates. Fundstrat's famously bullish boss, Tom Lee, proclaimed this week that it's dropping "like a rock" and the first rate cut is still likely to be in June.

Persons: —, Paul Volcker, Jerome Powell, Powell, Greenlight Capital's David Einhorn, Einhorn, Greenlight, Dad, Robert Kiyosaki, Gary Shilling, Julia La Roche, We've, Merrill Lynch's, they've, Shilling, It's, Fundstrat's, Tom Lee Organizations: Service, Federal, Business, of America, CNBC, Trust, Wall Street, Fed

☆ India wants to become the top manufacturing alternative to China. But first it needs to beat Vietnam
▼ + stars: | 2024-04-02 | by ( Charmaine Jacob | In Charmainemariajacob | ) www.cnbc.com time to read: +6 min

The Biden administration has encouraged American companies to move electronics and technology manufacturing operations out of China and into friendlier countries, particularly Vietnam and India in Asia-Pacific. Vietnam's head startIndia and Vietnam are attractive manufacturing alternatives for foreign investors and companies, due in part to low labor costs. Import taxes remain highOne hurdle for India's manufacturing hub ambitions is the country's 10% import duty for information and communication technologies. India's import taxes were intended to protect domestic manufacturers, but lowering those duties will be part of the government's efforts to attract foreign firms to manufacture goods within the country. For example, India in January lowered import taxes for certain metal and plastic parts used in manufacturing mobile phones from 15% to 10%.

Persons: Biden, Mukesh Aghi, Samir Kapadia, Narendra Modi's, Aghi, Nari Viswanathan, Viswanathan, Tim Cook, Narendra Modi, Andy Ho, Modi, Kapadia, Pankaj Mahindroo, VinaCapital's Ho, Ho Organizations: Hindustan Times, Getty, Republicans, U.S ., India Strategic Partnership, India Index, Vogel Group, U.S, White House, Washington, Financial Times, Apple, Indian, Google, Dixon Technologies, Samsung, Motorola, India Cellular and Electronics Association, CNBC, corporates Locations: Noida, India, Asia, China, Vietnam, The U.S, U.S, United States, Singapore

☆ Tesla may have hit a near-term bottom, says EMJ Capital's Eric Jackson
▼ + stars: | 2024-04-02 | 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 EmailTesla may have hit a near-term bottom, says EMJ Capital's Eric JacksonEric Jackson, EMJ Capital founder and president, joins 'Money Movers' to discuss Tesla as the company published its first-quarter vehicle production and deliveries report on Tuesday, his preferred stocks overlooked by many, and more.

Persons: EMJ Capital's Eric Jackson Eric Jackson, Tesla Organizations: EMJ Capital

☆ There will be at least one rate cut this year, says Cleo Capital's Sarah Kunst
▼ + stars: | 2024-04-01 | 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 EmailThere will be at least one rate cut this year, says Cleo Capital's Sarah KunstHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Cleo Capital's Sarah Kunst, Brian Sullivan, “ Organizations: CNBC

☆ Croft: Ukrainian attacks on Russian refineries are a serious problem for global supply
▼ + stars: | 2024-04-01 | 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 EmailCroft: Ukrainian attacks on Russian refineries are a serious problem for global supplyRBC Capital's Helima Croft discusses what levers the Biden administration can pull as oil and gas prices steadily rise going into the summer driving season.

Persons: Helima Croft, Biden Organizations: RBC

☆ MAI Capital's Grisanti offers 3 buys and a bail: Bristol Myers Squibb, Verizon, Hershey & Boeing
▼ + stars: | 2024-04-01 | 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 EmailMAI Capital's Grisanti offers 3 buys and a bail: Bristol Myers Squibb, Verizon, Hershey & BoeingChris Grisanti, MAI Capital Management chief equity strategist, joins 'The Exchange' to discuss how to trade Bristol Myers Squibb, Verizon, Hershey, and Boeing.

Persons: Boeing Chris Grisanti Organizations: MAI, Grisanti, Bristol Myers Squibb, Verizon, Hershey, Boeing, MAI Capital Management

☆ Investors say underperforming Alphabet is a buying opportunity as it rights its AI missteps
▼ + stars: | 2024-03-31 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Alphabet needs to correct its artificial intelligence flubs and prove its monetization potential if it hopes to renew investors confidence. GOOGL YTD mountain Alphabet shares this year "There's uncertainty around the moat," said Jamie Meyers, an analyst at Laffer Tengler Investments. "It's an opportunity that is meaningfully underestimated by investors given everything that's happened," said Deepwater Asset Management's Gene Munster. Using the pullback as an opportunity Many investors, however, are finding the positive in Alphabet's recent troubles for their portfolios, and using the recent stock performance as a buying opportunity. Laffer Tengler's Meyers also noted that Alphabet's advantage in personal data, strong user base and dominant market position could give them and edge in AI once they correct their mistakes.

Persons: giant's, Jamie Meyers, It's, They're, Alphabet's, Gene Munster, OpenAI, Dan Hanson, Neuberger Berman, They've, Michael Sansoterra, they're, Hanna Howard, Brad Gerstner, CNBC's, Laffer Tengler's Meyers, Deepwater's Munster Organizations: Microsoft, Meta, Nvidia, Investments, Google, Investors, Silvant Locations: Munster

☆ Tesla's stock wraps up one of its worst quarters on record as global dominance wanes
▼ + stars: | 2024-03-29 | by ( Lora Kolodny | In Lorakolodny | ) www.cnbc.com time to read: +11 min

Deliveries are the closest approximation of sales reported by Tesla but are not precisely defined in the company's shareholder communications. Tesla's Model 3 is about $4,000 more than that. Aging lineup, early days for Cybertruck While EV sales are still gaining popularity worldwide, the growth rate has slowed. In a push for end-of-quarter sales, Musk recently mandated that all sales and service staff install and demo FSD for customers before they hand over their cars. Despite its name, Tesla's premium option requires a human driver at the wheel, ready to steer or brake at any moment.

Persons: Florence Lo, Tesla, Troy Teslike, Tesla's, China's BYD, BYD, Lei Jun, Emmanuel Rosner, Rosner, Elon Musk, Krisztian Bocsi, Rohan Patel, Musk, Sandy Munro, Forbes, Larry Magid, Donald Trump, He's, he's, Investor Ross Gerber, who've, Brad Gerstner, Gerstner, FSD Organizations: Reuters, FactSet, Independent, Qin, Tesla's, China Passenger Car Association, Bloomberg, Deutsche Bank, Tesla, Volvo, Elon, Tesla Inc, Getty, IF Metall, IF Metall's, IF, Pew Research, Gallup, Investor, CNBC, Bears, S3 Partners, U.S Locations: Beijing, China, China In China, Shanghai, Europe, Red Sea, Iran, Gruenheide, Germany, Brandenburg, Berlin, Swedish, Sweden, U.S, Austin , Texas, San Jose , California, Fremont , California, Florida, Haiti, Texas, Delaware

☆ Investor Brad Gerstner bought notable first-quarter underperformers Tesla and Alphabet on the dip
▼ + stars: | 2024-03-27 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Altimeter Capital's Brad Gerstner is betting on some of the first quarter's biggest technology underperformers, revealing fresh Alphabet and Tesla stakes during an interview with C NBC's "Halftime Report" on Wednesday. Both Alphabet and Tesla have lagged most of their "Magnificent 7" peers year to date as they grapple with a slew of company-specific headwinds. Despite the recent mishaps, Gerstner views Alphabet as a "super capable" company with "extraordinary resources," highlighting monetization potential within search among the reasons for diving back into shares. TSLA YTD mountain Tesla stock this year Despite some difficulties in China and the potential for Tesla to miss upcoming delivery numbers, Gerstner views much of the negativity as already priced in. "This is not for the faint of heart," he said, adding that investors need to willingly buy more shares on pullbacks.

Persons: Brad Gerstner, Tesla's, Tesla, that's, Sundar Pichai, Gerstner, Elon Musk Organizations: Nvidia, Meta, Elon Locations: China, pullbacks

☆ The growth side of the S&P 500 has gone 'very far, very fast': Verdence Capital's Megan Horneman
▼ + stars: | 2024-03-27 | 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 EmailThe growth side of the S&P 500 has gone 'very far, very fast': Verdence Capital's Megan HornemanMegan Horneman, Verdence Capital Advisors CIO, joins 'Squawk Box' to discuss the latest market trends ahead of the opening bell on Wednesday.

Persons: Verdence, Megan Horneman Megan Horneman Organizations: Verdence

☆ Emerging markets look attractive due to valuations, says AQR Capital's Daniel Villalon
▼ + stars: | 2024-03-26 | 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 EmailEmerging markets look attractive due to valuations, says AQR Capital's Daniel VillalonDaniel Villalon, AQR Capital Management principal, joins 'Money Movers' to discuss why emerging markets look like a better bet than U.S. equities, the value dislocation in the U.S. market, and much more.

Persons: AQR Capital's Daniel Villalon Daniel Villalon Organizations: AQR Capital Management Locations: U.S

☆ Watch CNBC's full interview with SoFi's Liz Young and Payne Capital's Courtney Garcia
▼ + stars: | 2024-03-26 | 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 SoFi's Liz Young and Payne Capital's Courtney GarciaLiz Young, SoFi head of investment strategy, and Courtney Garcia, Payne Capital Management senior wealth advisor, join 'Closing Bell' to discuss their thoughts on the current equity rally, the expected trajectory for returns, and more.

Persons: SoFi's Liz Young, Payne Capital's Courtney Garcia Liz Young, Courtney Garcia Organizations: Payne Capital Management

☆ Looking for contrarian opportunities in China and US property: Gaw Capital
▼ + stars: | 2024-03-26 | 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 EmailLooking for contrarian opportunities in China and US property: Gaw CapitalGaw Capital's Goodwin Gaw discusses the company's strategy in Chinese and U.S. property markets.

Persons: Capital's Goodwin Gaw Locations: China

☆ MAI Capital's Chris Grisanti: U.S. economy is avoiding a recession and getting stronger
▼ + stars: | 2024-03-26 | 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 EmailMAI Capital's Chris Grisanti: U.S. economy is avoiding a recession and getting strongerChris Grisanti, MAI Capital Management chief equity strategist, joins 'The Exchange' to discuss the potential timeline of Fed rate cuts, how to position in the current economic environment, and more.

Persons: Chris Grisanti Organizations: MAI, MAI Capital Management Locations: U.S

☆ Stocks have staying power despite hitting new record highs, says iCapital's Anastasia Amoroso
▼ + stars: | 2024-03-26 | 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 EmailStocks have staying power despite hitting new record highs, says iCapital's Anastasia AmorosoAnastasia Amoroso, iCapital chief investment strategist, joins 'Squawk Box' to discuss the latest market trends, state of the economy, the Fed's interest rate outlook, recent gold rally, and more.

Persons: iCapital's Anastasia Amoroso Anastasia Amoroso Organizations: Stocks

☆ Asia markets poised for mixed open as investors await inflation data from the region this week
▼ + stars: | 2024-03-25 | by ( Lim Hui Jie | ) www.cnbc.com time to read: +1 min

Roslan Rahman | AFP | Getty ImagesAsia-Pacific markets were set to open mixed as investors await a slew of inflation reports from the region. Singapore and Malaysia will release their February inflation reports on Monday, while Australia's inflation numbers will be out on Wednesday. Tokyo's inflation numbers are due Friday. The capital's inflation numbers are widely seen as a leading indicator of nationwide trends. Futures for Hong Kong's Hang Seng index stood at 16,515, pointing to a slightly stronger open compared with the HSI's last close of 16,499.47.

Persons: Roslan Rahman Organizations: AFP, Getty, Nikkei Locations: Sands, Singapore, Asia, Pacific, Malaysia, Australia, Chicago, Osaka

☆ Elite investor Jeffrey Gundlach compares the AI boom in stocks to the dot-com bubble — and warns of economic pain
▼ + stars: | 2024-03-23 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +1 min

Jeffrey Gundlach compared the AI-fueled boom in stocks to the dot-com bubble. DoubleLine Capital's billionaire CEO predicted sticky inflation and an economic slump. Two other market gurus, Bill Gross and John Hussman, warned of extreme stock valuations this week. download the app Email address Sign up By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . AdvertisementJeffrey Gundlach has warned the AI-crazed stock market reminds him of the dot-com bubble — and predicted a painful mix of stubborn inflation and economic decline lies ahead.

Persons: Jeffrey Gundlach, Bill Gross, John Hussman, — Organizations: Service, Nasdaq, Business

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