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☆ Apple results show iPhone's 'consumer staple nature' in a tough environment, Wall Street says
  + stars: | 2023-05-05 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Most Wall Street analysts like what they're seeing from Apple , viewing the iPhone maker's better-than-expected results as a sign of resilience and its continued ability to deliver even in a tough environment. Apple rose 2% in the premarket after posting earnings that beat expectations, driven by stronger-than-expected iPhone sales. Chatterjee has an overweight rating on Apple and a price target that implies upside of 14.6%. Softening demand 'casts a cloud' Despite the company's better-than-feared results, some analysts do expect volatility ahead. UBS analyst David Vogt reiterated his buy rating on the stock but said softening demand "likely casts a cloud on the stock near term."
☆ Apple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit Daryanani
  + stars: | 2023-05-05 | 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 EmailApple must maintain gross-margins to sustain its inflection: Evercore ISI's Amit DaryananiAmit Daryanani, Evercore ISI analyst, joins 'Squawk on the Street' to discuss Apple as the company reported better-than-expected earnings.
☆ Iranian president in Damascus for first visit since Syrian war began
  + stars: | 2023-05-03 | by ( ) www.reuters.com   time to read: +2 min
DAMASCUS, May 3 (Reuters) - Iranian President Ebrahim Raisi landed in Damascus on Wednesday for talks with his Syrian counterpart Bashar al-Assad, Syrian state media reported, in the first visit by an Iranian head of state since war broke out in Syria in 2011. Raisi's visit comes as Iran and regional rival Saudi Arabia rebuild ties after years of tensions. Syrian state media said "a number of agreements" would be signed during the two-day visit. An Israeli rocket strike on Damascus in February killed Iranian military experts and Tehran has used the flow of aid in the aftermath of the deadly Feb. earthquake to bring in arms. Assad has never publicly acknowledged that Iranian forces have operated on his behalf in Syria's civil war, saying Tehran has only military advisers on the ground.
☆ I am expecting a 25 bps rate hike, says Evercore ISI's Krishna Guha
  + stars: | 2023-05-03 | 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 EmailI am expecting a 25 bps rate hike, says Evercore ISI's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins 'Squawk on the Street' to discuss expectations for a 25 bps Fed hike, the Fed's credibility concerns, and the probability of a recession this year.
☆ Watch CNBC's full interview with Evercore ISI's Krishna Guha
  + stars: | 2023-05-03 | 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 EmailWatch CNBC's full interview with Evercore ISI's Krishna GuhaKrishna Guha, Evercore ISI vice chairman, joins 'Squawk on the Street' to discuss expectations for a 25 bps Fed hike, the Fed's credibility concerns, and the probability of a recession this year.
☆ Egypt launches national dialogue amid ongoing security crackdown
  + stars: | 2023-05-03 | by ( Farah Saafan | ) www.reuters.com   time to read: +2 min
CAIRO, May 3 (Reuters) - Egypt launched a national political dialogue on Wednesday that authorities said was meant to generate debate around the country's future, though the chair of the event said several areas of discussion would be off limits. It is one of several steps aimed at countering criticism of Egypt's human rights record. Other measures include a five-year human rights strategy and a presidential amnesty committee that is considering thousands of requests to free some of those jailed under Sisi's rule. The dialogue's chairperson, Diaa Rashwan, said all sessions would be open to the media but discussions around the constitution, foreign policy and "strategic national security" would be off limits. Critics say recent steps on human rights are cosmetic, pointing to continuing detentions and arrests of dissidents, and say they doubt the dialogue signals real change.
☆ 'Self-fulfilling prophecy is a risk' in regional bank crisis, Evercore ISI says
  + stars: | 2023-05-03 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
Regional bank stocks have fallen sharply this week after the failure and sale of First Republic, with the SPDR S & P Regional Banking ETF (KRE) tumbling 8.9% in just two days, on Monday and Tuesday. KRE 5D mountain Regional bank stocks have fallen after First Republic's failure. But even if the immediate concerns have been put to rest, now the falling bank stocks could create a new round of issues, according to Evercore ISI. ... regional banks' troubles are earnings issues for most, rather than liquidity issues," Pancari said. He added that "select regionals appear oversold," highlighting Fifth Third Bancorp as one of Evercore ISI's favorite mid-sized banks.
☆ Kolisi's World Cup in the balance after SA Rugby confirm surgery
  + stars: | 2023-05-03 | by ( ) www.reuters.com   time to read: +1 min
CAPE TOWN, May 3 (Reuters) - South African Rugby confirmed on Wednesday that Springboks captain Siya Kolisi underwent knee surgery last week and said it is unclear if he will be fit for this year's Rugby World Cup. "Mampane said it was too early to make any reliable forecasts on when Kolisi may be able to return to play." SA Rugby and Kolisi's club had remained tight-lipped about his condition over the last 10 days. Kolisi, one of the most respected figures in the game, is due to move to French club Racing 92 after the World Cup, which runs from Sept. 8-Oct. 28. South Africa, who name their final 33-man squad on Aug. 8, begin their title defence against Scotland in Marseille on Sept. 10.
☆ Iran's hardline parliament votes to dismiss industry minister
  + stars: | 2023-04-30 | by ( ) www.reuters.com   time to read: 1 min
DUBAI, April 30 (Reuters) - Iran's parliament on Sunday voted to dismiss the country’s industry minister, the first member of hardline President Ebrahim Raisi's cabinet to be impeached since his election in 2020 amid growing economic resentment across the country. Parliamentarians, who voted to remove Industry, Mines and Trade Minister Reza Fatemi-Amin, accused him of failing to control "skyrocketing prices of automobiles and the rising costs of industrial production" and lambasted him for mismanagement. “162 of the 272 parliamentarians present voted to unseat the minister,” parliament speaker Mohammad Baqer Qalibaf said on a state television broadcast. Writing by Parisa Hafezi; Editing by Bernadette BaumOur Standards: The Thomson Reuters Trust Principles.
☆ Iranian president to visit Syria next week
  + stars: | 2023-04-28 | by ( ) www.reuters.com   time to read: +1 min
BEIRUT, April 28 (Reuters) - Iranian President Ebrahim Raisi will visit Damascus next week, a senior regional source close to the Syrian government told Reuters on Friday. The visit will be the first by an Iranian president to Syrian President Bashar al-Assad since war broke out in Syria in 2011. The senior regional source told Reuters that a warming of ties between Saudi Arabia and Iran, as well as a thaw in Arab states' isolation of Syria, had paved the way for the visit. This month, regional sources revealed that Iran had secretly brought weapons and other military equipment to Syria by disguising the transfers as part of the relief effort following the devastating February earthquakes in Syria and Turkey. Reporting by Laila Bassam, Writing by Maya Gebeily; Editing by Kevin LiffeyOur Standards: The Thomson Reuters Trust Principles.
☆ Debt ceiling is a catalyst for an S&P move to 3,800: Evercore ISI's Julian Emanuel
  + stars: | 2023-04-26 | 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 EmailDebt ceiling is a catalyst for an S&P move to 3,800: Evercore ISI's Julian EmanuelJulian Emanuel, Evercore senior managing director, joins 'Squawk on the Street' to discuss why the debt ceiling could send markets lower, when stocks start paying attention to macro concerns and more.
☆ China is succeeding in the Middle East because it learned from watching the US fail there for 20 years
  + stars: | 2023-04-18 | by ( Natalie Armbruster | Defense Priorities | ) www.businessinsider.com   time to read: +6 min
Conversely, China is clear-eyed about its interests in the Middle East and, more importantly, their limits. In fact, most of China's Belt and Road Initiative investments in the Middle East hinge on ensuring free trade in the Middle East and a steady energy supply, not security. As international scrutiny builds surrounding the Uyghur crisis, China is particularly keen on finding partners in the Middle East who will exchange silence for investment. With Saudi Arabia, which has its own skeletons in its closet, such a trade is tempting. Instead of resorting to undue threat inflation, the United States may benefit from a corrective course on its history in the Middle East thus far.
☆ What the loss of Samsung search engine business could mean for Alphabet's stock
  + stars: | 2023-04-18 | by ( Brian Evans | ) www.cnbc.com   time to read: +4 min
A weekend report from The New York Times said Samsung is thinking of switching its default search engine to Microsoft's Bing. Samsung represents roughly 27% of the smartphone market and has a 60% share of Android phones, according to Barclays. Barclays estimates that Samsung represents about $20 billion of Google's gross revenue and $7.3 billion of operating income. If the cellphone maker were to move away from the search engine, Google may have to recapture 70% of lost queries organically to recoup the lost operating income, the firm found. He thinks Google will remain the search engine heavyweight and successfully integrate Bard to rival Bing's use of ChatGPT.
☆ Watch CNBC's full interview with Evercore ISI's Ed Hyman
  + stars: | 2023-04-12 | 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 EmailWatch CNBC's full interview with Evercore ISI's Ed HymanEd Hyman, Evercore ISI chairman, joins 'Squawk on the Street' to discuss Hyman's thoughts on a potential recession, if the Federal Reserve still has work to do and more.
☆ Leaked intelligence document shows that Egypt, a longtime US ally, secretly planned to provide Russia with 40,000 rockets and gunpowder: report
  + stars: | 2023-04-11 | by ( Azmi Haroun | ) www.businessinsider.com   time to read: +3 min
Egypt negotiated a massive weapons and gunpowder sale to Russia covertly, per The Washington Post. The revelation was made public through a leaked top-secret document, which surfaced on Discord. The US has said there is no proof that Egypt sold the 40,000 rockets to Russia, per the Post. One of the files detailed conversations between high-level Egyptian officials over the sale of weapons to Russia. The top secret document, dated February 17, features discussion from Egyptian officials about how to supply their Russian counterparts with gunpowder and artillery from Egyptian factories, per the Post.
☆ AI will further increase efficiency for companies, says Evercore ISI's Mark Mahaney
  + stars: | 2023-04-10 | 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 EmailAI will further increase efficiency for companies, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI’s head of internet research, joins 'Squawk Box' to discuss the state of AI, and the three things companies need to succeed in the sector.
☆ Quality over quantity: As population shrinks, these companies will benefit from a 'trade-up' effect
  + stars: | 2023-04-08 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
A big shift in consumer demand is coming as global population growth slows, and that means companies need to respond with more active approaches to generate outperformance, according to Evercore ISI. Historically, booming population growth, globalization and industrialization have supported economic growth, Julian Emanuel, the firm's senior managing director, wrote in an April 5 note. "Companies with higher value-added services and better quality will likely better capture market share than those relying solely on volume growth." "Consumer companies that focus on 'trade-up' categories and premiumization could benefit as middle-income discretionary spend continues to rise," Emanuel said. Meanwhile, McDonald's top six markets — including the U.S., U.K. and France — are all experiencing slowing population growth.
☆ Tech's Q1 performance is just a preview of what's to come, says Evercore ISI's Rich Ross
  + stars: | 2023-03-31 | 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 EmailTech's Q1 performance is just a preview of what's to come, says Evercore ISI's Rich RossRich Ross, Evercore ISI head of technical analysis, joins 'Closing Bell Overtime' to discuss the case for tech investment in Q2, the technical debate against the tech sector, and more.
☆ Banking system still has fragility that didn't exist a month ago, says Evercore ISI's Julian Emanuel
  + stars: | 2023-03-30 | 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 EmailBanking system still has fragility that didn't exist a month ago, says Evercore ISI's Julian EmanuelCharlie Bobrinskoy from Ariel investments and Julian Emanuel from Evercore ISI join 'Closing Bell Overtime' to discuss investment in high quality bank stocks, further concerns about the banking system, and the recession debate.
☆ Bank fears will likely lead to even more market volatility in the week ahead
  + stars: | 2023-03-24 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +8 min
Market turbulence could reign supreme once again in the week ahead, as investors worry about the potential for more trouble rippling through the banking system. The broader market was initially under pressure Friday as investors became jittery about Deutsche Bank . "The market is saying: 'You, the Fed, do not appreciate the slowdown that is going to hit us,'" Chandler said. "The market is going to do a lot better and it held onto its gains despite all the things that rocked the market. He added that market concern about banks has risen, and there is concern credit tightening will hurt the economy.
☆ Wall Street analysts say $30 billion lifeline to First Republic should temper future bank runs, boost confidence in sector
  + stars: | 2023-03-17 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The move by major banks on Thursday to extend a much needed lifeline to First Republic should help reignite confidence in the sector after a difficult week, Wall Street says. "We view the move by the industry as a positive step to stem contagion amid the regional bank crisis," wrote Evercore ISI's John Pancari in a Thursday note. "We believe the move sends a message of broader stability for the sector and should help further temper depositor fears," and enables the "bank to fight another day." First Republic shares have plummeted 58% this week, after the failure of Silicon Valley Bank triggered a massive selloff among regional bank stocks and panic deposit flight from customers. "It is also a sly vote of confidence in the contributing banks," he said.
☆ Stock futures rise after Dow slides five straight days on bank rout: Live updates
  + stars: | 2023-03-13 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Bank stocks rebounded somewhat after getting pummeled during Monday's trading session. U.S. stock futures rose on Monday night after the Dow Jones Industrial Average notched a fifth day of losses. On Monday, the Dow Jones Industrial Average fell after a plan to backstop depositors in Silicon Valley Bank failed to buoy bank stocks, as well as the S&P 500 . On the other hand, the tech-heavy Nasdaq Composite bucked the trend, rising 0.45%, as some investors bet the collapse at Silicon Valley Bank could mean a pause in future interest rate hikes from the Federal Reserve. Due out Tuesday before the bell, the February consumer price index is expected to show a rise of 0.4% last month, according to consensus estimates from Dow Jones.
☆ Evercore ISI's Krishna Guha on the market: It's been a crazy week even by recent standards
  + stars: | 2023-03-09 | 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 EmailEvercore ISI's Krishna Guha on the market: It's been a crazy week even by recent standardsKrishna Guha, Evercore ISI vice chairman, joins 'Squawk on the Street' to break down his thoughts on Powell's testimony and the market.
☆ Top tech analyst Mark Mahaney has a new top pick
  + stars: | 2023-03-09 | by ( Sarah Min | ) www.cnbc.com   time to read: +2 min
Evercore ISI's Mark Mahaney has a new top pick, and it's one of last year's biggest losers: Meta Platforms . In addition, he expects Meta shares can jump 48% from Wednesday's close to his $275 price target. META 1Y mountain Meta shares 1-year Meta is outperforming this year after lagging the market and its Big Tech brethren last year. Mahaney expects investors are in search of quality names after the carnage in tech stocks last year. Of those tech stocks that have soared more than 50% in 2023, Mahaney identified Meta is a high quality name.
☆ Factbox: Why is Georgia in turmoil over a "foreign agents" law?
  + stars: | 2023-03-09 | by ( Jake Cordell | ) www.reuters.com   time to read: +6 min
TBILISI, March 9 (Reuters) - Ruling lawmakers in the South Caucasus country of Georgia on Thursday scrapped plans to introduce what critics called a Russian-inspired "foreign agents" law after two days of intense street protests in the capital Tbilisi. Here is a guide to what's going on:WHAT IS THE PROPOSED 'FOREIGN AGENTS' LAW? - Swathes of Georgian civil society, including election monitors, corruption watchdogs and independent media outlets would have been covered by the law. - Rights groups say the "foreign agent" tag is a designed to make it easier for the government to discredit its opponents. - It says it is modelled on the U.S. 1938 "Foreign Agents Registration Act", which primarily covers lobbyists and organisations directly working for or under the control of foreign governments.
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