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Top related persons:
Apple - 2 CFRA's Angelo Zino Angelo Zino - 2 Jensen Huang - 1 We're - 1 Huang - 1 Goldman Sachs - 1 Huang's - 1 Jensen - 1
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China U.S
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Microsoft - 2 Nvidia - 1 Technology - 1 Devices - 1 Marvell Technology - 1 Micro Computer - 1 Broadcom - 1 Gabelli - 1

Search resuls for: "CFRA's Angelo"


5 mentions found


☆ Nvidia CEO Jensen Huang revived the AI trade this week. Here's how the pros are playing it
  + stars: | 2024-09-14 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Recent comments from Nvidia CEO Jensen Huang seemed to revive investment in the turbulent AI sector this week, while leading portfolio managers to recenter attention on the winning trades. Nvidia shares rallied more than 8% on the heels of Huang's remarks, which soothed some recent market jitters over the delayed payoff from AI investments. For the week, AI and semiconductor names such as Advanced Micro Devices, Marvell Technology, Super Micro Computer and Broadcom rallied double digits. NVDA 1M mountain Nvidia shares over the past month. Longer term, he views Apple as the leading AI device play and AI personal assistant, especially as more consumers adopt its Vision Pro headset.
Persons: Jensen Huang, We're, Huang, Goldman Sachs, Huang's, Jensen, John Belton, CFRA's Angelo, Apple, Zino isn't, Belton, Mark Malek Organizations: Nvidia, Technology, Devices, Marvell Technology, Micro Computer, Broadcom, Gabelli, Taiwan Semiconductor Manufacturing, Meta, Micron Technology, Apple Intelligence, Dell, Materials, KLA Corporation, Microsoft
☆ CapEx environment will grow 25% this year, says CFRA's Angelo Zino
  + 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 EmailCapEx environment will grow 25% this year, says CFRA's Angelo ZinoAngelo Zino, senior industry analyst at CFRA Research, joins 'Power Lunch' to discuss what's driving spending this year from tech companies, whether there will be sustained growth rates on spending in the future, and more.
Persons: CFRA's Angelo Zino Angelo Zino Organizations: CFRA Research
☆ Alphabet's 22% growth rate in its cloud business a 'big dissapointment', says CFRA's Angelo Zino
  + stars: | 2023-10-24 | 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 EmailAlphabet's 22% growth rate in its cloud business a 'big dissapointment', says CFRA's Angelo ZinoAngelo Zino, CFRA Research Senior Equity Analyst and Doug Famigletti, Griffin Asset Management Portfolio Manager, joins 'Closing Bell Overtime' with reaction to Microsoft and Google's quarterly earnings results.
Persons: CFRA's Angelo Zino Angelo Zino, Doug Famigletti Organizations: Research, Griffin, Microsoft
☆ Here's what Wall Street expects from the Apple iPhone event Tuesday and its meaning for the stock
  + stars: | 2023-09-11 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Apple's launch event, during which it's expected to introduce the iPhone 15 and Apple Watch Series 9, comes amid a tough backdrop for the stock in recent sessions. Long expects a $50 to $100 increase for the iPhone 15 Pro and a $100 to $200 hike for the Pro Max model. What it means for Apple shares Looking ahead, Wall Street sees a positive setup for Apple shares over the long term, but those tailwinds could take time to play out. AAPL YTD mountain Apple shares since the start of 2023. Data analyzed by Bernstein shows a similar pattern for Apple shares before and after a launch event.
Persons: Morgan Stanley, Erik Woodring, Tim Long, Long, CFRA's Angelo Zino, Jefferies, Andrew Uerkwitz, referringto, it's, Wamsi Mohan, Morgan Stanley's Woodring, Bernstein, Toni Sacconaghi, Woodring, Apple, Morgan Stanley's, — CNBC's Michael Bloom Organizations: Apple, Barclays, Apple Watch, Pro, Apple Vision, Bank of America, outperformance Locations: China, U.S
☆ CFRA's Angelo Zino breaks down Apple ahead of the earnings report
  + stars: | 2023-02-02 | 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 EmailCFRA's Angelo Zino breaks down Apple ahead of the earnings reportAngelo Zino of CFRA Research joins 'Closing Bell' to discuss what to watch on Apple ahead of earnings.
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