Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Capital's Woods"


4 mentions found


Next week's inflation data could derail a market that appears to be priced for perfection, ahead of the Federal Reserve's meeting later this month. To be sure, with some more risky parts of the market rallying, some investors worry the market is getting too frothy. Productivity final (Q3) Earnings: AutoZone Wednesday Dec. 11 8:30 a.m. Consumer Price Index (November) 8:30 a.m. Initial Claims (12/07) 8:30 a.m. Producer Price Index (November) Earnings: Broadcom , Costco Wholesale Friday Dec. 13 8:30 a.m. Import Price Index (November)
Persons: it's, Jay Woods, Oppenheimer, , Tom Lee, CNBC's, Capital's Woods, Woods, Cathie, Price Organizations: Fed, CPI, Freedom Capital, Fundstrat Global Advisors, Nasdaq, Dow Jones, Oracle, Adobe, Broadcom, Innovation, American Association of, Investors, Labor, Costco, Price Locations: Santa Claus
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPalo Alto's stock is on sale and now is a buying opportunity, says Freedom Capital's WoodsJay Woods, Freedom Capital Markets chief global strategist, joins 'Power Lunch' to discuss why Palo Alto is overlooked, the play with Palo Alto, and much more.
Persons: Capital's, Jay Woods Organizations: Palo, Freedom Capital Markets, Palo Alto
They have also considered the impact of potential tariffs proposed by former President Donald Trump. Some on Wall Street view a Harris win as a potential obstacle for antitrust and megacap technology stocks. "Regulatory scrutiny will probably help a lot of M & A activity under Trump — Harris, it'll be a little more of the status quo," said Jay Woods, chief global strategist at Freedom Capital Markets. This could "slow the pace of the AI revolution," he said in a recent post to X that also called a Harris win "more bullish" for the industry. Some investors also view Tesla as a likely winner under a Trump administration, given CEO Elon Musk's close ties to the former president.
Persons: Kamala Harris, Donald Trump, Roger McNamee, Harris, Trump, Trump — Harris, it'll, Jay Woods, McNamee, Vivek Arya, Joe Rogan, Arya, Ed Mills, Raymond James, of America's Brad Sills, Raymond James ' Mills, Dan Ives, Trump's, Tesla, Elon Musk's, Capital's, Wolfe, Chris Senyek Organizations: Elevation Partners, Tech, Antitrust, Google, Justice Department, Trump, Freedom Capital, Bank of America, PHLX Semiconductor, Democrat, Republican, SOX, Devices, Qualcomm, Nvidia, Broadcom, Texas Instruments, Intel, of America's, Microsoft, Oracle, Wedbush Securities, Investors Locations: stoke, Taiwan, China, Washington
Megacap technology stocks reascended the throne in 2023 after a debilitating 2022 left some investors sour on the outlook for the industry. The stocks are really going to have to show what the next big thing is." Even as it outperformed the market, the e-commerce giant's gains were overshadowed by other large megacaps flaunting their latest AI innovations, with some worrying Amazon may be falling behind on AI technology . Semiconductor companies Intel , Broadcom and Lam Research also look attractive even if Mag 7 stocks maintain their leadership position as AI proliferates, Woods said. "It's a story that is just starting to play out and we're just going to build on it going forward," he said.
Persons: Tesla, Jay Woods, hasn't, Capital's, Woods, aren't, DoorDash, Uber, Neuberger, Dan Flax, Bard, missteps, Gene Munster, Ken Mahoney, Richard Bernstein, wouldn't, Brent Fredberg, we're Organizations: Federal, Nvidia, Amazon, Apple, Microsoft, Meta, Tesla, Freedom Capital, Asset Management, Richard Bernstein Advisors, Brandes Investment Partners, outperformance, Micron Technology, Semiconductor, Intel, Broadcom, Lam Research Locations: GOOGL
Total: 4