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☆ Watch CNBC’s full interview with Evercore ISI's Mark Mahaney on his large-cap stock picks
▼ + stars: | 2023-07-11 | 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 EmailWatch CNBC’s full interview with Evercore ISI's Mark Mahaney on his large-cap stock picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss Evercore shuffling the top big-cap stocks.

Persons: Evercore ISI's Mark Mahaney, Mark Mahaney

☆ Threads is an 'easy extension' of the Instagram model, syas Evercore ISI's Mark Mahaney
▼ + stars: | 2023-07-07 | 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 EmailThreads is an 'easy extension' of the Instagram model, syas Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to discuss Amazon's A.I. opportunities, AWS, and Meta's new text-based app Threads.

Persons: Evercore, Mark Mahaney Mark Mahaney

☆ What the potential U.S. ban of A.I. chips to China could mean for Nvidia
▼ + stars: | 2023-06-28 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Shares of Nvidia were under pressure as investors weighed the effect of potential new restrictions on exports of artificial intelligence chips to China, but Wall Street is still upbeat on the stock. Several analysts are projecting China could be between 10% and 15% of Nvidia's data center revenue this year. Evercore ISI maintained its outperform rating on the stock and called the news "a little speed bump on the AI highway." In the near term, Nvidia should be able to ship the current backlog, Prisco said in the Tuesday note. NVDA YTD mountain Nvidia year-to-date Citi analysts also said they believe AI demand will exceed supply this year and that Nvidia "can move its chips around."

Persons: Biden, Goldman Sachs, Toshiya Hari, Evercore, Matthew Prisco, Prisco, CNBC's Michael Bloom Organizations: Nvidia, Wall Street Journal, Bank of America, ISI, Citi, " Bank of America Locations: China, Hong Kong, NVDA

☆ Evercore ISI thinks these stocks will benefit the most from the A.I. boom
▼ + stars: | 2023-06-28 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Investors should look to stocks that enhance productivity as companies seek to replace scarce labor with machines, according to Evercore ISI. The chart below includes two stocks Emanuel found for each use case. The stock has surged more than 50% since the start of 2023, rebounding along with other technology stocks after 2022's sell-off. Equinix shares have risen nearly 17% year to date and Evercore ISI expects shares to advance another 8.5%. The stock should also be helped by reshoring trends, as well as its investments in AI and improving labor productivity, Emanuel said.

Persons: Julian Emanuel, Emanuel, Evercore, There's, Zscaler, ZS, Ingersoll Rand, — CNBC's Michael Bloom Organizations: ISI, CNBC Pro Locations: Tuesday's

☆ People choose Amazon because of price selection and convenience, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-06-22 | 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 EmailPeople choose Amazon because of price selection and convenience, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Squawk on the Street' to discuss why Mahaney's not worried about the latest news from the FTC, if the FTC's lawsuit represents a threat to Amazon's business, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney, Mahaney's Organizations: Email People

☆ Evercore: 16 stocks that will outperform as the market rally heads higher — and 5 warning signs that the momentum has finally run out
▼ + stars: | 2023-06-18 | by ( Mark Reeth | ) www.businessinsider.com time to read: +6 min

Evercore ISI's Julian Emanuel wrote that market momentum can continue despite the latest Fed news. And he wrote that the capitulation of record shorts in today's market is a warning sign as well. If they rise to over 300,000 a week and stay there, then today's momentum market might be coming to an end. "Timing whether this is the beginning, middle or end of a Momentum Market is extraordinarily difficult," Emanuel wrote. The 16 stocks Emanuel uncovered that could outperform as today's momentum market continues are below.

Persons: Evercore, Julian Emanuel, Emanuel, they'll, that's, Russell Organizations: Evercore ISI, Big Tech, Nasdaq, American Association of

The reshoring trend is bringing manufacturing back into the U.S., putting the need for robots and automation at the forefront of the building boom. But with a tight labor market, companies are incorporating more automation and robotics into these brand new factories. Another robotics company Daryanani picked was Azenta . Sakraida said it could see upside as it gradually exposes itself more to the reshoring trend. It's working toward becoming a pure-play automation company," Sakraida said.

Persons: Jonathan Sakraida, reshoring, Carol Schleif, BMO's, Amit Daryanani, Daryanani, chipmakers, Morgan Stanley, industrials, Jonathan Coleman, Janus Henderson, Sakraida, Chris Snyder, Rockwell, — CNBC's Michael Bloom Organizations: UBS, Labor, BMO Family, HP, Janus Henderson Investors, Lincoln Electric, Rockwell Automation, ROK, Emerson Electric, Emerson Locations: U.S

☆ The economy won't reaccelerate for a long time, says Evercore ISI's Ed Hyman
▼ + stars: | 2023-06-15 | 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 economy won't reaccelerate for a long time, says Evercore ISI's Ed HymanEd Hyman, Evercore ISI founder and chairman, joins 'Closing Bell Overtime' to talk the state of the U.S. economy, market reaction following the Federal Reserve's pause decision, and the possibility of a recession.

Persons: Evercore, Ed Hyman Ed Hyman Locations: U.S

☆ Cuba, Iran presidents meet in Havana, vow to confront 'Yankee imperialism'
▼ + stars: | 2023-06-15 | by ( Nelson Acosta | ) www.reuters.com time to read: +3 min

HAVANA, June 15 (Reuters) - Iranian President Ebrahim Raisi met with Cuban counterpart Miguel Diaz-Canel on Thursday, his last stop on a three-nation Latin American tour aimed at shoring up support among Latin American allies saddled, like Iran, by U.S. sanctions. Raisi told reporters at a trade forum in Havana early on Thursday that Cuba and Iran would seek opportunities to work together in electricity generation, biotechnology, and mining, among other areas. "The conditions and circumstances in which Cuba and Iran find themselves today have many things in common," Raisi said in a conversation with Cuban president Miguel Diaz-Canel. Prior to arriving in Cuba, the Iranian president also met with Nicaragua´s Daniel Ortega in the Central American country. Raisi called his visit with Iran´s key Latin American allies a "turning point" in relations.

Persons: Ebrahim Raisi, Miguel Diaz, Canel, Raisi, Nicaragua ´, Daniel Ortega, Diaz, John Kirby, Kirby, We’re, Hurricane Ian, Fidel Castro ´, Donald Trump, Nelson Acosta, Dave Sherwood, Jonathan Oatis Organizations: Cuban, U.S, Central American, Yankee, White House, Communist, Thomson Locations: HAVANA, Iran, Havana, Cuba, Venezuela, Nicaragua, America, Iranian, Russia, China, Hurricane

☆ Meta is still the best play in tech stocks right now, says Evercore ISI's Mark Mahaney
▼ + stars: | 2023-06-14 | 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 EmailMeta is still the best play in tech stocks right now, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell Overtime' to discuss NASDAQ outperformers, the tech stocks' reaction to today's Fed announcement, and more.

Persons: Evercore, Mark Mahaney Mark Mahaney Organizations: NASDAQ, Fed

☆ Retail investors may want to consider riding out the ‘market momentum’, says Evercore ISI's Emanuel
▼ + stars: | 2023-06-12 | 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 EmailRetail investors may want to consider riding out the ‘market momentum’, says Evercore ISI's EmanuelJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to discuss the state of retail investing, this weeks CPI data, the possibility of a recession, and more.

Persons: Evercore ISI's Emanuel Julian Emanuel

☆ Wall Street pros see the S&P 500 rallying further — and reveal how best to play it
▼ + stars: | 2023-06-07 | by ( Weizhen Tan | ) www.cnbc.com time to read: +4 min

The S & P 500 is going from strength to strength this year, closing at a one-year high last Friday and up over 10% year-to-date. While many analysts have cautioned that the rally could be a narrow-based one, with gains driven by just a few major tech stocks, some Wall Street pros are expecting the S & P 500 to rally further. Evercore ISI's Julian Emanuel told CNBC's "Squawk Box Asia" on Tuesday that he has raised his S & P 500 price target from 4,150 to 4,450 . Emanuel said that the AI buzz driving stocks has turned into a so-called "momentum market" like the Internet-related rally of the late 1990s to 2000. "The Momentum broadened last week into the larger S & P 500 and importantly the Small Cap Russell 2000; this broadening is very positive and looks set to continue," he wrote in notes sent to CNBC.

Persons: Evercore ISI's Julian Emanuel, CNBC's, Emanuel, Russell, Brian Stutland, Stutland, we're, Paul Meeks, we'll, Evercore, laggards, Meeks Organizations: CNBC, Equity Armor Investments, Independent Solutions Wealth Management, Copa Holdings, Nvidia, Devices, Google, Marvell Technology

☆ Evercore ISI's Mark Mahaney shares his top three stock picks
▼ + stars: | 2023-05-31 | 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 EmailEvercore ISI's Mark Mahaney shares his top three stock picksMark Mahaney, Evercore ISI head of internet research, joins 'Squawk Box' to break down his top three tech stock picks: Meta, Uber, and Amazon.

Persons: Mark Mahaney

☆ At least three killed in clash on Iran-Afghan border
▼ + stars: | 2023-05-27 | by ( ) www.reuters.com time to read: +2 min

DUBAI, May 27 (Reuters) - Two Iranian border guards and one Taliban fighter were killed after shooting broke out near a border post between Iran and Afghanistan, a Taliban spokesman and Iran's state media said on Saturday. "Today, in Nimroz province, Iranian border forces fired toward Afghanistan, which was met with a counter-reaction," spokesman for the Taliban-run interior ministry, Abdul Nafi Takor, said in a statement. He said one person had been killed on each side and several injured, though Iran's official IRNA news agency later said two Iranian border guards had been killed and two Iranian civilians injured. Following the clash, Iranian authorities closed the Milak – Zaranj border post, a major commercial crossing - and not the site of the clash - until further notice, IRNA said. Iran's border guards said in a statement they had "used their superior heavy fire to inflict casualties and serious damage", IRNA reported, without giving details.

☆ Despite all odds, consumers are still traveling this summer. Here are the stocks you need to own
▼ + stars: | 2023-05-26 | by ( Michelle Fox | ) www.cnbc.com time to read: +11 min

Yet despite all odds, 61% of those surveyed said they plan to travel this summer, up from the 49% who said the same in summer 2021. Some 56% of adults are more likely to stay in a hotel this summer than they were in 2022, according to the AHLA/Morning Consult survey. Booking Holdings is also an analyst favorite, with an average rating of overweight and 10% upside to the average price target, per FactSet. While prices are still high, the latest consumer price index for April showed the airline fares index fell 2.6% month over month, after rising in February and March. Airlines are essentially sold out for summer travel, according to TD Cowen analyst Helane Becker.

Persons: Matt Kramer, They're, You've, Sylvia Jablonski, Kramer, Freed, Bernstein, David Vernon, Price, Robin Farley, Farley, James Hardiman, Hardiman, Josh Weinstein's, RevPar, Tony Capuano, Chris Nassetta, Biden, Hilton, they've, Airbnb, Brian Chesky, it's, Evercore, Mark Mahaney, amortization, Mahaney, Cowen, Helane Becker, Becker, — CNBC's Michael Bloom, Ashley Capoot Organizations: KPMG, KPMG Consumer, Survey, Cruise ETF, Royal, Holdings, Marriott, United Airlines, Morning, American, & Lodging Association, Cruises, UBS, Citi, CCL, CNBC, Hilton Worldwide, U.S . Travel Association, State Department, Booking Holdings, Booking, Airlines, Delta Air Lines, Copa Holdings, Panamanian, Copa Airlines Locations: United States, Royal Caribbean, United, Caribbean, CocoCay, Thursday's, China, North America, Asia, Europe

☆ Evercore's tech analyst Mahaney has a new top stock pick
▼ + stars: | 2023-05-22 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

3 spot on Evercore's technology and internet top picks, trailing only Meta Platforms and Uber in the first and second position, respectively. Evercore's price target of $150 implies about 29% upside for Amazon compared to Friday's close. Mahaney struck an optimistic tone on Amazon largely thanks to the potential growth of Amazon Web Services (AWS). The tech giant's cloud unit's revenue grew by roughly 16% in the first quarter, a slightly faster pace than anticipated by analysts. Over the long term, Mahaney added, Amazon's ability to grow artificial intelligence projects and integration could help cloud services going into 2024.

☆ Most Fed officials think it's appropriate to take a pause, says Evercore ISI's Krishna Guha
▼ + stars: | 2023-05-22 | 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 EmailMost Fed officials think it's appropriate to take a pause, says Evercore ISI's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins 'Squawk Box' to discuss the latest on the Fed's interest rate decision, whether he believes a hike or pause is in store, and more.

☆ Regulatory risk for Big Tech may have already peaked, says Evercore ISI's Mahaney
▼ + stars: | 2023-05-18 | 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 EmailRegulatory risk for Big Tech may have already peaked, says Evercore ISI's MahaneyJoanna Stern, Wall Street Journal columnist, Dan Primack, Axios Business editor, and Mark Mahaney, Evercore ISI analyst, join 'Last Call' to discuss the U.S. Supreme Court's ruling in favor of Big Tech.

☆ Evercore ISI's Greg Melich expects the home improvement industry to be negative year-long
▼ + stars: | 2023-05-16 | 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 EmailEvercore ISI's Greg Melich expects the home improvement industry to be negative year-longGreg Melich, Evercore, joins 'Closing Bell' to discuss Home Depot earnings and outlook and what it means for the retail sector.

☆ Analysis: North Africa backslides toward swirling debt troubles
▼ + stars: | 2023-05-11 | by ( Marc Jones | ) www.reuters.com time to read: +6 min

Making debt payments could become almost impossible. EGYPTEgypt's finances also look stretched despite it securing a $3 billion IMF rescue plan in December. The rating agency, which downgraded Egypt's credit rating again on Friday, highlights that only default-stricken Sri Lanka would need to pay more. "It would not be immaterial if it were to default" Ross said about the impact on global money managers. "These very wealthy Gulf countries have generally enhanced financial stability in the region," via their support he added.

☆ Housing slowdown becoming challenge for home improvement stocks, says Evercore ISI's Greg Melich
▼ + stars: | 2023-05-10 | 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 EmailHousing slowdown becoming challenge for home improvement stocks, says Evercore ISI's Greg MelichGreg Melich, equity analyst for retailing and hardline at Evercore ISI, joins 'The Exchange' to discuss Walmart and Lowe's, a slowdown in existing home sales impacting home improvement stocks, Walmart's positive traffic trends, and retail earnings expectations.

☆ A.I. trade is leaving investors vulnerable to painful losses: Evercore
▼ + stars: | 2023-05-08 | by ( Stephanie Landsman | ) www.cnbc.com time to read: +2 min

The artificial intelligence trade may be leaving investors vulnerable to significant losses. Evercore ISI's Julian Emanuel warns Big Tech concentration in the S&P 500 is at extreme levels. Emanuel reflected on "odd conversations" he had over the past several days with people viewing Big Tech stocks as hiding places. "[They] actually look at T-bills and wonder whether they're safe. Interestingly enough, with all of this AI talk, health care and consumer staples have outperformed since April 1," Emanuel said.

☆ Enthusiasm in new tech 'unfolds in waves', says Evercore ISI's Emanuel on A.I.'s impact on stocks
▼ + stars: | 2023-05-08 | 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 EmailEnthusiasm in new tech 'unfolds in waves', says Evercore ISI's Emanuel on A.I. 's impact on stocksJulian Emanuel, Evercore ISI senior managing director, joins 'Fast Money' to discuss the state of the stock markets, the A.I. revolution, and more.

☆ CNBC Daily Open: Trading on fear, not fundamentals
▼ + stars: | 2023-05-05 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

This report is from today's CNBC Daily Open, our new, international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Regional bank stocks continued tumbling Thursday; shares of PacWest and Western Alliance were halted more than once. At one point on Thursday, every stock in the KRE traded lower as investors sold off regional banks. Subscribe here to get this report sent directly to your inbox each morning before markets open.

☆ CNBC Daily Open: Fear, not fundamentals
▼ + stars: | 2023-05-05 | by ( Yeo Boon Ping | ) www.cnbc.com time to read: +2 min

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