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☆ 'Europe is very much open for you': Germany backs EU membership bid of Russia's neighbor Georgia
  + stars: | 2023-03-08 | by ( Karen Gilchrist | ) www.cnbc.com   time to read: +1 min
Robert Habeck, Germany's Federal Minister for Economic Affairs and Climate Protection, and Irakli Garibashvili, Prime Minister of Georgia, shared their views on Georgia's EU membership bid. BERLIN — German Vice Chancellor Robert Habeck backed the European Union membership bid of Russia's Caucasus neighbor, Georgia, saying that the country was "very much welcome" in the bloc. Georgia, a former Soviet state situated to Russia's south-west border, applied for EU membership on March 3, 2022, one week after Russia's full-blown invasion of Ukraine. Georgia is one of a number of countries in the region that have hastened their EU membership bids in the wake of Russia's invasion. Ukraine and neighboring Moldova applied for EU membership in February and March 2022, respectively, and were granted candidate status in June.
☆ Georgian protesters rally in Tbilisi after violent clashes with police
  + stars: | 2023-03-08 | by ( Jake Cordell | ) www.reuters.com   time to read: +4 min
The ruling Georgian Dream party say it is modelled on U.S. legislation dating from the 1930s. In violent clashes on Tuesday evening, protesters threw petrol bombs and stones at police, who used tear gas and water cannon to disperse the crowds. Critics say Georgian Dream is too close to Russia and has taken the country in a more repressive direction in recent years. Georgian Dream Chairman Irakli Kobakhidze defended the bill again on Wednesday, saying it would help root out those working against the interests of the country and the powerful Georgian Orthodox Church. He criticised Georgia's "radical opposition" for stirring up protesters to commit "unprecedented violence" during Tuesday's rallies, according to Georgian news agencies.
☆ All-weather stocks that can outperform in any economic 'landing,' according to Evercore ISI
  + stars: | 2023-03-06 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
As investors weigh the possibility of a U.S. recession or a soft landing, there are certain stocks that should outperform in either scenario, according to Evercore ISI. However, Evercore ISI is among those on Wall Street that have a base-case scenario of a recession in the second half of the year. The other is what he calls " valmentum stocks " — value stocks with momentum — that have high free-cash-flow yield and strong earnings-per-share momentum, he added. Booking Holdings is one of Evercore ISI's valmentum stocks and could rally about 15% from Friday's close, according to the firm's price target of $3,000. Wynn is up more than 40% year to date, while Las Vegas Sands stock has gained more than 26%.
☆ Recession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October low
  + stars: | 2023-02-27 | by ( Melissa Lee | ) 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 EmailRecession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October lowEvercore ISI's Julian Emanuel on what to make of today's market action. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Guy Adami and Mike Khouw.
☆ Heavyweight tech battle: How Microsoft and Alphabet stack up against each other in the A.I. war
  + stars: | 2023-02-10 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
"It's a new day in search," Microsoft CEO Satya Nadella said Tuesday during an AI event held at the company's headquarters, saying that the "race starts today." So far, Microsoft is making significant headway within AI and rising in popularity in the tech world. Alphabet, he added, "got beaten to market by Microsoft" despite its investments in the space. Alphabet Microsoft may be taking the lead on AI in the near term, but investors shouldn't sleep on Alphabet just yet. "We believe GOOGL has the AI tech and scale to maintain/grow its leading user base," said Morgan Stanley's Brian Nowak in a Thursday note.
☆ Analysts praise Disney's cost-cutting plan, say focus on profitability is 'restoring the magic'
  + stars: | 2023-02-09 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The cost-saving initiatives unveiled by Disney on Wednesday give analysts another reason to remain bullish on the media giant. The commentary from analysts comes after the company on Wednesday revealed plans to cut 7,000 jobs and slash $5.5 billion in costs . "Bob Iger laid out a plan for cost cuts, content and streaming rationalization and ultimately improved profitability," said Wells Fargo's Steven Cahall in a Wednesday note to clients. "An execution story is a cleaner catalyst path, and the shares should track higher on confidence + estimates." "Bob Iger has a long, strong track record which provides confidence he will manage this transition for DIS," she said.
☆ These charts show just how much cloud spending has slowed at Microsoft, Amazon, and Google
  + stars: | 2023-02-09 | by ( Paayal Zaveri | ) www.businessinsider.com   time to read: +5 min
The slew of big tech earnings confirmed that cloud growth is slowing and no one is immune. Microsoft, Amazon, and Google all say customers are looking for ways to lower their cloud bills. These charts show just how much cloud growth slowed at the big three cloud providers. These charts show just how much cloud growth slowed at the big three cloud providers:When Microsoft reported earnings results, Wall Street was shocked to see just how much cloud spending had slowed. Microsoft CEO Satya Nadella acknowledged customers of Azure's cloud services were cutting spending, but said he's optimistic spending will bounce back.
☆ Evercore ISI's Mark Mahaney breaks down his buy rating on Alphabet
  + stars: | 2023-02-08 | 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 EmailEvercore ISI's Mark Mahaney breaks down his buy rating on AlphabetMark Mahaney, Evercore ISI senior managing Director joins 'TechCheck' to discuss his thoughts on the battle over artificial intelligence between Microsoft and Alphabet.
☆ 'Halftime Report' traders name stocks to play this resilient economy
  + stars: | 2023-02-08 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
Companies that will benefit from a resilient economy are among the names that caught the eyes of Wall Street and the CNBC "Halftime Report" traders on Wednesday. While investors focused on the latest earning reports, which weighed on the market, there were several upgrades by Wall Street analysts of stocks the "Halftime Report" traders own . He called the Wall Street investment bank a high quality company at an attractive price. Wells Fargo analyst Mike Mayo is in agreement, boosting his price target to $420 a share from $390. Another name Lebenthal owns is Delta Air Lines , which was upgraded by Redburn to buy from neutral on Wednesday.
☆ Some Goldman Sachs partners want to tell the board about their concerns over CEO David Solomon
  + stars: | 2023-02-08 | by ( Dakin Campbell | ) www.businessinsider.com   time to read: +15 min
A decline in morale at the Wall Street firm concerns some Goldman partners. Here are their concerns about CEO David Solomon, who addressed the partners in Miami. CEO David Solomon addressed Goldman Sachs' partners today at the firm's annual partners meeting in Miami. There's little history for Goldman partners taking their concerns directly to the board. Since then, according to someone who has spoken to investors, more shareholders have questioned how long Solomon can last as Goldman's CEO.
☆ Evercore ISI says look for these value names with momentum to outperform as inflation falls
  + stars: | 2023-02-06 | by ( Patti Domm | In | ) www.cnbc.com   time to read: +3 min
He screened the Russell 1000 for "valmentum" stocks that he expects will outperform and have characteristics of both growth and value. Stocks on the list have a high level of short interest, as well as good growth momentum and strong free cash flow yield, which is a value trait. It's a stock picker's market," said Emanuel, who heads Evercore ISI equity, derivatives and quantitative strategy. Airbnb has an estimated free cash flow yield of 5% and expected earnings growth this year of more than 9%. Booking's free cash flow is expected to be 5.4% this year, and its earnings are expected to grow 26.4%.
☆ Two top market watchers discuss tech's wild run so far this year
  + stars: | 2023-02-06 | 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 EmailTwo top market watchers discuss tech's wild run so far this yearEvercore ISI's Head of Internet Research Mark Mahaney and Big Technology Founder Alex Kantrowitz discuss the tech rally in 2023.
☆ Analysts say buy Amazon for the long term, despite recession concerns and slowing AWS growth
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
But even with these near-term headwinds, analysts remain confident in the long-term thesis for the e-commerce giant and its growth trajectory. The results from Amazon come on the heels of a difficult 2022 that saw the e-commerce bellwether shed roughly half its value and post its slowest year of growth . At the same time, revenue for its Amazon Web Services division fell short of Wall Street's estimates and showed slowing sales growth as business spending dwindles. Moderating growth within the company's cloud unit marked one of the biggest concerns for analysts, but nowhere near a shock. Revenue growth came in at 20% for the quarter, and below the already slow 27.5% growth rate the company experienced in third quarter.
☆ Analysts overlook Alphabet's disappointing quarter, cite confidence in AI push as ChatGPT threat grows
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Analysts are willing to overlook Alphabet' s disappointing quarter in lieu of its artificial intelligence push and focus on costs. Shares of the search giant fell more than 4% after the company missed Wall Street's expectations for the fourth quarter. But, analysts lauded the company's focus on artificial intelligence as it faces mounting pressures from popularized Microsoft-backed chatbot ChatGPT . Alphabet CEO Sundar Pichai said the company plans to release its LaMDA language model with search components "very soon." GOOGL 1D mountain GOOGL falls after earnings Analysts also cited some confidence in the company's push to reengineer its cost structure and reduce inefficiencies.
☆ Analysts stand by Apple, say iPhone maker's 'flywheel keeps spinning' despite disappointing earnings
  + stars: | 2023-02-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Analysts aren't giving up on Apple despite the tech giant's near-term headwinds. Sales for the holiday-quarter were also 5% lower over last year, representing the company's first year-over-year decline since 2019. "Despite near-term macro and supply headwinds, the Apple flywheel keeps spinning," said Morgan Stanley's Erik Woodring, who retained his price target and overweight rating. AAPL 5D mountain Apple falls after disappointing earnings But Apple isn't out of the macro woods just yet, according to some analysts. "On the other, numbers are being reset, and investors may begin to look forward to a better 2024, akin to 2019, when Apple last saw revenues decline."
☆ Analysts laud Meta Platforms' focus on efficiency, say the stock is transitioning from 'doghouse to pedestal'
  + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Meta Platforms is turning its focus toward efficiency, and analysts seem to like the narrative shift from the battered technology giant. "Our management theme for 2023 is the 'Year of Efficiency' and we're focused on becoming a stronger and more nimble organization." META YTD mountain Meta Platforms shares have already surged 27% this year Analysts also seemed to praise the company's move to lower its outlook for capital expenditures and operating expenses. The word "efficiency" came up over 25 times on the company's earnings call, according to Morgan Stanley's Brian Nowak. The analyst has an outperform rating on Meta and hiked his price target to $275, which implies upside of nearly 80%.
☆ Blinken begins Middle East trip amid spate of violence
  + stars: | 2023-01-29 | by ( Simon Lewis | ) www.reuters.com   time to read: +4 min
CAIRO, Jan 29 (Reuters) - U.S. Secretary of State Antony Blinken arrived in the Middle East on Sunday, beginning a three-day visit as violence flares between Israelis and Palestinians, and with Iran and the war in Ukraine high on the agenda. There has also been a spate of deadly violence in recent days, heightening fears that already spiralling violence will further escalate. A Palestinian gunman killed seven people in an attack outside a Jerusalem synagogue on Friday. Blinken will also travel to Ramallah to meet with Palestinian Authority President Mahmoud Abbas, other Palestinian officials, and members of civil society. Blinken will hear from people inside and outside of government on the reforms, she added.
☆ Italy's foreign minister eyes migration, energy on trip to Cairo
  + stars: | 2023-01-22 | by ( Aidan Lewis | ) www.reuters.com   time to read: +2 min
[1/2] Italy's Foreign Minister Antonio Tajani attends a European Union foreign ministers' meeting with their counterparts from 'Eastern Partnership' countries in Brussels, Belgium December 12, 2022. REUTERS/Johanna GeronCAIRO, Jan 22 (Reuters) - Italy's Foreign Minister said on Sunday his country saw Egypt as an important partner in stemming irregular migration across the Mediterranean and in bolstering its energy security. As part of efforts to tackle irregular migration, Italy was "ready to have more legal migrants, including those coming from Egypt", Foreign Minister Antonio Tajani said during a trip to Cairo. "The solution to the Libyan problem is also part of the solution of the illegal immigration problem," said Tajani. Italy aspires to be a big European energy hub and on this point there can be convergence with Egypt," he said.
☆ FuboTV insiders describe how its 'doomed' sportsbook collapsed in a year — and what it means for the future of the streaming company
  + stars: | 2023-01-19 | by ( Colin Salao | Ashley Rodriguez | ) www.businessinsider.com   time to read: +22 min
But despite the MetLife lounge remaining open throughout the 2021-22 NFL season, the Fubo Sportsbook wouldn't launch in New Jersey until the following one, in September 2022. "It was doomed from the start," one former Fubo Gaming staffer told Insider. Meanwhile, Rattner — whom the first former Fubo gaming staffer described as a "good talker" — sustained the startup's more youthful culture. The Fubo Sportsbook launched in New Jersey on September 7, days before the first Jets home game. A promotional image from when the Fubo Sportsbook went live in New Jersey in September 2022.
☆ Puerto Rico on its way to privatizing power generation despite widespread skepticism
  + stars: | 2023-01-17 | by ( Https | Media-Cldnry.S-Nbcnews.Com Image Upload Newscms | Nicole Acevedo | ) www.nbcnews.com   time to read: +6 min
SAN JUAN, Puerto Rico — The government of Puerto Rico is a step closer to privatizing power generation on the island despite widespread skepticism among consumers, who crave a reliable source of electricity after decades of random power outages. The contract needs to be approved by the governing board of the Puerto Rico Electric Power Authority and signed by Gov. Power generation units in Puerto Rico are on average about 45 years old, twice those of the U.S. mainland. The system was previously managed by the Puerto Rico Electric Power Authority. The privatization process follows ongoing issues around Puerto Rico Electric Power Authority's bankruptcy.
☆ Here's why the 'stagflation playbook' is Evercore ISI's key strategy in year's first half
  + stars: | 2023-01-17 | by ( Melissa Lee | ) 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 EmailHere's why the 'stagflation playbook' is Evercore ISI's key strategy in year's first halfEvercore ISI's Julian Emanuel makes sense of today's market action. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Karen Finerman, Dan Nathan and Guy Adami.
☆ Iran's 'death committee' president unyielding in defence of clerical rule
  + stars: | 2023-01-17 | by ( Parisa Hafezi | ) www.reuters.com   time to read: +7 min
Raisi, then deputy prosecutor general for Tehran, was a member of the capital's death committee, according to Amnesty. In 2016, another member of the Tehran "death committee" said, "We are proud to have carried out God's order,” state media reported. "Raisi has been brought up as president for a few reasons, including his brutality, loyalty, and lack of conscience. SANCTIONED BY U.S.Raisi was born in 1960 to a religious family in Iran's northeastern Shi'ite Muslim city of Mashhad. Khamenei, not the president, has the final say on all major policy under Iran's dual political system split between the Shi'ite clerical establishment and the government.
☆ Evercore ISI's top picks for 2023 include a tech comeback story and a car racing play
  + stars: | 2023-01-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
Finding opportunities amid the market volatility is "mission critical," and there are several to be had this year, according to Evercore ISI. The Wall Street firm is predicting an economic and earnings recession, catalyzing a "cathartic" volatility spike in 2023. "Alpha opportunities are surfacing in 2022's wreckage from inflation's breakout resulting in record tightening, catalyzing a stock/bond correlated decline. With that in mind, Evercore came up with its top stock picks for 2023. The streaming company should enjoy a comeback this year, after losing 51% in 2022, according to analyst Mark Mahaney.
☆ Watch CNBC's full tech discussion with Evercore's Mark Mahaney
  + stars: | 2023-01-12 | 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 tech discussion with Evercore's Mark MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
☆ We want to look for companies that are somewhat recession resistant, says Evercore's Mahaney
  + stars: | 2023-01-12 | 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 EmailWe want to look for companies that are somewhat recession resistant, says Evercore's MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
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