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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's quarterly report will be 'drop the mic' moment, says Wedbush's Dan IvesDan Ives, Wedbush Securities global head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia's earnings, how competitors stand, and more.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
Wedbush's Dan Ives raised his price target on Tesla to $400 a share from $300, implying 24.5% upside from Friday's close. More love for longtime Club stock Nvidia : Morgan Stanley upped its price target on the AI chip king to $160 a share from $150 at Morgan Stanley. Club name Palo Alto Networks had its PT raised to $425 a share from $410 at Barclays. 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: Wedbush's Dan Ives, Donald Trump's, Trump, Wednesday's, Cigna, Morgan Stanley, Piper Sandler, Dell, Wells, Jim Cramer's, Jim Cramer, Jim Organizations: Trump, Nasdaq, Dow, Home, Disney, JPMorgan, Cisco Systems, Cisco, Humana, Medicare, Club, BlackRock, Deutsche Bank . BlackRock, House, Wolfe Research, Warner Bros, longtime Club, Nvidia, Melius, Dell Technologies, Bank of America, PT, Federal, Palo Alto Networks, Barclays, Analysts, Jim Cramer's Charitable, CNBC Locations: Ives, Wells, Alto, Palo
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHigher coffee prices are likely episodic, says Wedbush's Nick SetyanNick Setyan, Wedbush Securities managing director, joins CNBC's 'Power Lunch' to discuss how coffee's high trading price is impacting coffee chains, where Starbucks and Dutch Bros have advantages, and more.
Persons: Nick Setyan Nick Setyan Organizations: Wedbush Securities, Starbucks, Dutch Bros
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWhy a top tech analyst and venture capitalist believe there could a wave of M&A activity is comingWedbush's Dan Ives and Empros Capital's Alex Fishman discuss what the environment for the tech sector and potential M&A may look like under a second Trump administration.
Persons: Wedbush's Dan Ives, Empros Capital's Alex Fishman, Trump
(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. The "Trump trade" and how the Federal Reserve could impact the trend was top of mind for investors Thursday. Also, Wedbush's Dan Ives and Alex Fishman of Empros Capital share their outlook on tech under a second Trump administration. Fishman said the Trump administration benefits all private tech company valuations, but especially the names in what he calls the "Musk-economy," including Neuralink and the xAI.
Persons: Trump, Wedbush's Dan Ives, Alex Fishman, Victoria Fernandez, Crossmark, Fernandez, financials, Anna Paglia, Paglia, Trump Dan Ives, Ives, " Fishman, Elon, Fishman, Crossmark's Fernandez Organizations: PRO, Worldwide, Federal, Empros, State Street Global Advisors, Trump Administration, P Bank ETF, Tech, Trump, Exchange, Qualcomm Locations: Wedbush, Palantir, United States
Trump’s Hispanic vote percentage beat the previous record, set by George W. Bush's in 2004, when Bush won as much as 44% of the Hispanic vote. Pennsylvania voter Regino Cruz, 25, said Tuesday that he voted for Trump, believing the former president could improve the economy. In the battleground state of Pennsylvania, 4 in 10 Latino voters supported Trump, up from 3 in 10 in 2020. Carlos Odio, co-founder of Equis Research, a Democrat-leaning polling and research company, said Latino voters who backed Trump liked his prioritization of the economy. “Trump is going to put an end to that.”Hispanic men were key in propelling Trump to victory and a historic Latino vote share.
Persons: Donald Trump, Kamala Harris, Trump, George W, Bush, Barack Obama, Hilary Clinton, joe Biden, Harris underperformed Biden, underperformed Biden, Regino Cruz, , Cruz, John B, Puerto Rico, Harris, Sen, Ted Cruz of, Ethan Miller, Eduardo Gamarra, ” Gamarra, Biden, Carlos Odio, ” Odio, , Odio, Justin Hamel, Artemio Muniz, Muniz, Kalman Nunez, “ Trump, Fernando Rivera, Danny Martinez, Yahaira Rodríguez, ” Christianea Valentine, Vianca Rodriguez Organizations: House, Republican, NBC, Trump, Stetson Middle School, Puerto, Telemundo, CNBC, Democratic, Republicans, Ted Cruz of Texas, Department, Florida International University, Equis Research, Democrat, National Guard, Border Patrol, Bloomberg, Getty, Federation of Hispanic Republicans, Puerto Rico Research, University of Central, Locations: Wisconsin, Michigan, Pennsylvania, Texas, Florida, Puerto Rican, Northern Philadelphia, Starr County , Texas, Miami, Dade , Florida, Clark, Las Vegas, U.S, , New York, New Jersey, Mexico, Sasabe, Milwaukee, Puerto Rico, University of Central Florida, Philadelphia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk's big bet on Trump is a home run for Tesla, says Wedbush's Dan IvesDan Ives, Wedbush Securities analyst, joins CNBC's 'Squawk on the Street' to discuss outlooks on Tesla following Donald Trump's election victory, what a Trump administration could mean for the electric vehicle landscape, and more.
Persons: Wedbush's Dan Ives Dan Ives, Donald Trump's, Trump Organizations: Elon, Trump, Tesla, Wedbush Securities
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA Trump win could add $40–$50 to Tesla's stock price, says Wedbush's Dan IvesDan Ives, managing director at Wedbush, discusses how the Trump administration could potentially benefit Tesla.
Persons: Wedbush's Dan Ives Dan Ives, Trump
Krasner said that his "patriotic" team was prepared to handle any issues on Election Day and called any attempts to undermine or influence the vote in Philadelphia "utterly unacceptable." "As they say in Philly, if somebody wants to come and do that, they can F around and find out," he added. A man demonstrates in favor of letting all ballots be counted on Nov. 6, 2020, in front of the Convention Center in Philadelphia. During a 2020 presidential debate, Trump warned that "bad things happen in Philadelphia." “Thing two, of course, is that the most diverse and most Democratic — capital 'D,' Democratic — city in Pennsylvania is Philadelphia.
Persons: Donald Trump's, Larry Krasner, we’ve, ” Krasner, Krasner, Jennifer Huxta, Donald Trump, George H.W, Trump, Rudy Giuliani, , Joe Biden, Biden, Mike Roman, , I'm, they've, I've, holler, everybody's, he's, Elon Musk, Stewart Rhodes, Enrique Tarrio, Jan, Antonio Lamotta Organizations: WASHINGTON, NBC News, Convention Center, Bloomberg, Getty, Democrat, Republican, Pennsylvania, Philadelphia, New, New York City, Trump, Democratic, FBI, Philadelphia Convention, Proud Boys, Capitol Locations: Pennsylvania, Philadelphia, America’s, Philly, New York, Erie , Pennsylvania, Detroit, Atlanta, Pittsburgh, Democratic —, U.S
Trading the Earnings from Two Tech Giants: Meta and Microsoft
  + stars: | 2024-10-31 | 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 EmailTrading the Earnings from Two Tech Giants: Meta and MicrosoftWedbush's Joel Kulina breaks down the key takeaways from Meta and Microsoft's latest results.
Persons: Microsoft Wedbush's Joel Kulina Organizations: Tech Giants, Meta, Microsoft Locations: Meta
From 2008 through 2020, the winning candidate either swept or nearly swept the final six to eight battleground states. Are we still under-sampling Trump voters? Then again, is Trump’s improvement in the polls this cycle an indication the polling community finally got it right on the Trump vote? In 2020, the Trump campaign was the only one knocking on doors during Covid, as the Biden campaign feared scaring its supporters at the doors. The Harris campaign appears invested in doing traditional get-out-the-vote programs in all sorts of places.
Persons: There’s, Donald Trump's, George W, Kamala Harris, Trump, Harris, John Kerry, he’d, Barack Obama, , there’s, I’ll, Nikki Haley, you’re, I’ve, Hillary Clinton, “ We’ve, let’s, she’s, Biden, Elon Musk, Charlie Kirk’s, Roe, Wade, Toss, hasn’t Organizations: Trump, North Carolina, Pennsylvania, Sun, Democrats, Republican Party, Democratic, North, NBC, GOP, Republican, White, Republicans, Madison Locations: Northern, Wisconsin , Michigan, Pennsylvania, North Carolina , Georgia, Arizona, Nevada, Omaha , Nebraska, Harris, U.S, New Mexico, Ohio, North, Michigan, Wisconsin, North Carolina, Florida, Georgia, Las Vegas, Omaha, Trump, New York
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta stock dropping after earnings 'wrong reaction', says Wedbush's Dan IvesDan Ives, Wedbush managing director, and Rohit Kulkarni, Roth MKM managing director, to talk Meta and Microsoft earnings.
Persons: Wedbush's Dan Ives Dan Ives, Wedbush, Rohit Kulkarni, Roth Organizations: Meta, Microsoft
Morgan Stanley initiates FrontView REIT as overweight Morgan Stanley said the commercial real estate investment trust company is well positioned. " Morgan Stanley downgrades Global Foundries to equal weight from overweight Morgan Stanley said it sees rising competition for the semis company. " Morgan Stanley upgrades Nutanix to overweight from equal weight Morgan Stanley said the cloud computing software company is well positioned. " Morgan Stanley downgrades Ciena to equal weight from overweight Morgan Stanley said it sees a more balanced risk/reward for the networking and systems software company. Wedbush adds Roblox to the best ideas list The firm said it sees robust revenue growth ahead.
Persons: Cantor Fitzgerald, Morgan Stanley, FrontView, Baird, AAON, Canaccord, Tesla, Jefferies, NTNX, Wells, Raymond James downgrades, Wolfe, DOV, Morgan Stanley downgrades Ciena, Piper Sandler, Bowlero, Piper, Goldman Sachs, Goldman, it's bullish, Marcellus, Bernstein, SARO, Stifel downgrades, Oppenheimer, Monness Crespi Hardt, Coinbase, Stifel, it's Organizations: Nvidia, Broadcom, MU, JPMorgan, Apple, Dell, Cisco, Spotify, Honeywell, Walmart, " Bank of America, Antero Resources, Bank of America, Macquarie, China EV, Stifel downgrades Colgate, Palmolive, Colgate, Commerce, ~$ Locations: AVGO, 1H25, Dover, Appalachia, Utica, West Virginia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAcquiring Expedia would be a 'major strategic home run' for Uber, says Wedbush's Dan IvesDan Ives, Wedbush Securities managing partner, joins 'Squawk Box' to discuss news of Uber exploring a possible bid for the travel booking website Expedia, why he believes the potential deal would make sense for Uber, and more.
Persons: Uber, Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
Milli Vanilli is the latest act to get a streaming boost from a Netflix show. Three songs by the German pop duo feature in "Monsters: The Lyle and Erik Menendez Story." Kate Bush and The Cramps have also had songs revived by Netflix shows. AdvertisementMilli Vanilli is the latest act to get a second wind with younger generations thanks to Netflix. "When something like this resurgence happens 20 years later, for example, the people making money aren't those artists.
Persons: Lyle, Erik Menendez, Kate Bush, , Rob Pilatus, they've, haven't, Milli, Kate Bush's, Goo Muck, Jenna Ortega, Anu Pillai, Pillai, Pilatus Organizations: Netflix, Service, TikTok, Billboard, Producers Guild, Morvan Locations: German, Milli
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla is the most undervalued AI name in the market, says Wedbush's Dan IvesDan Ives, Wedbush Securities senior equity research analyst, joins 'Closing Bell to offer his bullish case for Tesla.
Persons: Tesla, Wedbush's Dan Ives Dan Ives, Bell Organizations: Wedbush Securities
Tesla robotaxis will be a game changer, says Wedbush's Dan Ives
  + stars: | 2024-10-10 | 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 EmailTesla robotaxis will be a game changer, says Wedbush's Dan IvesDan Ives, Wedbush Securities managing director, joins CNBC's 'Squawk on the Street' to discuss Tesla's upcoming Robotaxi event, the impact the Robotaxi could have on Uber and Waymo, and more.
Persons: Tesla, Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
Luxury travel concierge Sienna Charles' clients have an average net worth starting at $100 million. For Sienna Charles' clients, this means requesting security, hotel check-ins from the privacy of their car instead of at the front desk, and a motorcade of four to eight vehicles. AdvertisementIndia said Jeff Bezos is the "perfect example" of Sienna Charles' clients' desire to transform from billionaire business owners into recognizable celebrities. Robert Smith/Patrick McMullan via Getty Images"They're the billionaire next door, and nobody knows who they are," Sienna Charles' CEO said. Or, they could turn to Sienna Charles to provide celebrity-like services, such as a table at an otherwise impossible-to-book restaurant.
Persons: Sienna Charles, Instagram, , they're, Taylor Swift, Jaclyn Sienna India, Mariah Carey, George W, lister, Jeff Bezos, Robert Smith, Patrick McMullan, it'll, Nobody's Organizations: Service Locations: India, New York City, New York
Ultra-luxury travel concierge Sienna Charles' clients have an average net worth starting at $100 million. Its founder explained how its clients do Las Vegas, from the best hotels to the top restaurants. While you'd be right, you'd also be missing one key destination — Las Vegas. India said Las Vegas is a once-a-year trip for some of Sienna Charles' clients. However, unlike most attendees, Sienna Charles' clients also get VIP or backstage access tickets.
Persons: Sienna Charles, , you'd, Jaclyn Sienna India, Eric Lo, George W, Mariah Carey, Carbone, Bauer, Griffin, Fleur de Lis, Connie Zhou, Kit Leong, Mott, Cipriani, Delilah, Rachel Askinasi, Wynn, Dine, Tayfun, Katy Perry's, Gaga's Organizations: Service, New, Hamptons, Las Vegas Convention, Visitors Authority, Fortune, AaronP, Wynn Las, butlers, Carbone's, Anadolu Agency, Getty, Resorts Locations: Vegas, Las Vegas, London, Paris, Sin, India, Nevada, Vegas India, Wynn Las Vegas, Fontainebleau's, Fontainebleau, Vegas Mott, Peking, New York, York, Las, Wellington
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia and Accenture partnership is 'watershed' moment, says Wedbush's Dan IvesDan Ives, Wedbush Managing Director and Patrick Moorhead, Moor Insights & Strategy CEO, join 'Closing Bell Overtime' with reaction to Nvidia CEO Jensen Huang's interview with CNBC.
Persons: Wedbush's Dan Ives Dan Ives, Patrick Moorhead, Jensen Organizations: Nvidia, Accenture, Wedbush, Moor, CNBC
In this article UBI-FR Follow your favorite stocks CREATE FREE ACCOUNTUbisoft postponed the release of the next title in its popular "Assassin's Creed" game franchise — called "Assassin's Creed Shadows" — by three months to Feb. 14, 2025. The company, which produces the "Assassin's Creed" franchise, said in updated guidance last week that it has postponed the release of the next title in the popular game series — called "Assassin's Creed Shadows" — by three months to Feb. 14, 2025. "The revised targets are mainly a reflection of decisions taken for Assassin's Creed Shadows and the softer than expected launch for Star Wars Outlaws," Ubisoft said. Ubisoft said that its learnings from the Star Wars Outlaws release pushed it to give more time to polish Assassin's Creed Shadows. Yves Guillemot, CEO and co-founder of Ubisoft, speaks at the Ubisoft Forward livestream event in Los Angeles, California, on June 12, 2023.
Persons: John Keeble, , Yves Guillemot, Robyn Beck, AJ, Tencent, George Brown, Daniel Kerven, David W Peat, Ubisoft's, Michael Pachter, Alicia Reese, Kade, James Lockyer, Peel Hunt, Covid, Lockyer Organizations: Ubisoft, Getty, Star Wars, Star, Valve, Games, AFP, AJ Investments, CNBC, Deutsche Bank, Deutsche, JPMorgan, Wedbush Securities, company's Star Wars, Outlaws Locations: Los Angeles , California, France, Montreuil , Paris
Club holdings Amazon , Costco , Home Depot , and Best Buy have been preparing for the port strike for months — attempting to blunt any fallout it might have on their abilities to get goods from overseas. They added that 60% to 70% of those imports arrive at East Coast and Gulf Coast ports. To put things in perspective, for retail goods, the East Coast ports are less utilized than the West Coast ports, Basham said. Due to its size, however, Best Buy often gets priority from its shippers, which could help secure goods faster than smaller competitors. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.
Persons: Walkouts, We're, Jeff Marks, Seth Basham, Basham, Lorraine Hutchinson, Bank of America Merrill Lynch, it's, They're, Ron Vachris, We've, Marc Wulfraat, Wulfraat, Wedbush's Basham, Jim Cramer's, Jim Cramer, Jim, Maher, Shannon Stapleton Organizations: Longshoremen's Association, United States Maritime Alliance, U.S, Costco, Home, CNBC, Barclays, Retailers, Bank of America, International Longshoremen's Association Locations: East Coast, Gulf, Maine, Texas, Gulf Coast, East, West Coast, Elizabeth , New Jersey, U.S
Republicans stand a good chance of erasing the Democrats’ narrow 51-49 Senate majority in November, a hard reality that complicates Harris' transition planning. Members of Harris’ transition team have studied that one — the handoff from Ronald Reagan to George H.W. Harris' team is operating under an unusually compressed timeline and is still building the basic apparatus needed to vet potential hires and staff an administration. Last month, Harris' campaign appointed Yohannes Abraham to run the team that is preparing for a transfer of power. He came to his new role with direct experience, having been executive director of Biden’s transition in 2020.
Persons: WASHINGTON, Kamala Harris, Harris, who’ve, Joe Biden, Biden, undercutting, , Barack Obama, Robert Gates, George W, Bush's, Gates, , It’s, Ronald Reagan, George H.W, George H.W . Bush, They've, Hillary Clinton, Obama, Donald Trump, Yohannes Abraham, Abraham, Trump, , she’s, Max Stier, There’s, Christine Wormuth, Kathleen Hicks, Michèle Flournoy, Rosa Brooks, ” Brooks, ” Harris, William Burns, Burns, who've, he's, Rohini Kosoglu, Harris ’, Julianne Smith, Phil Gordon, Sens, Chris Murphy, Chris Coons, Linda Thomas, Greenfield, Samantha Power, Walz, Pete Buttigieg, Buttigieg, it’s “, Gina Raimondo, Joe ”, ” Raimondo, Raimondo Organizations: Republican, Biden, Senate, NBC, Trump, Pentagon, Democratic, Senate Democrats, Republicans, University of Virginia's, Association of Southeast Asian Nations, ASEAN, Partnership for Public Service, Army, CIA, White House, NATO, United Nations, U.S . Agency for International Development, Transportation, Biden's Cabinet, Fox News Locations: Washington, George H.W ., U.S, Indonesia, Connecticut, Delaware, United, Biden's
Micron surged over 15% after strong revenue and profit forecasts driven by AI spending. Other chip stocks also rallied on Thursday after Micron's revenue guidance. AdvertisementMicron surged over 15% on Thursday after reporting strong revenue and profit forecasts, spurred by continued artificial intelligence spending. Micron projected its next quarter's revenues to be between $8.5 billion and $8.9 billion, above the $8.3 billion analysts anticipated. AdvertisementThe chipmaker's rosy forecast is a sign that it is another winner of the AI spending boom.
Persons: , Sanjay Mehrotra, wasn't, Matt Bryson Organizations: Micron, Service, US, Nvidia, Samsung Electronics, SK Hynix, Tokyo Locations: HBM, South Korea
Democratic presidential nominee and Vice President Kamala Harris speaks to members of the media upon her arrival at Joint Base Andrews in Maryland on Sept. 22, 2024. More than 400 economists and former White House policy advisors announced their support for Vice President Kamala Harris over former President Donald Trump in an open letter Tuesday. "It is a choice between inequity, economic injustice, and uncertainty with Donald Trump or prosperity, opportunity, and stability with Kamala Harris." Some on the list, such as Biden's former National Economic Council Director Brian Deese, have already been advising the Harris campaign behind closed doors. Sean O'Keefe was deputy director of the Office of Management and Budget in former President George W. Bush's White House.
Persons: Kamala Harris, Donald Trump, Joe Biden, Barack Obama, Bill Clinton, Jason Furman, Roger Altman, Clinton, Penny Pritzker, Obama, Alan Blinder, Brian Deese, Harris, Sean O'Keefe, George W, Bush's, Phillip Braun, Ronald Reagan's Organizations: Democratic, Base Andrews, White, Republicans, Harvard, of Economic, Obama, Federal Reserve, Federal Trade Commission, Consumer Financial, Bureau, CNN, Economic, Republican, Management, Economic Advisers Locations: Maryland, U.S
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