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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCava's success buoyed by consumer preference for healthy options: Torch Capital's Jonathan KeidanHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.
Persons: Jonathan Keidan, Brian Sullivan, Organizations: CNBC
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewThe public markets have been kind to Dan Sundheim this year. The most even-keeled of the big-name Tiger Cubs has been Viking Global, which will lose its chief investment officer, Ning Jin, at the end of August. Many of these firms struggled in 2022 when public and private tech companies slumped thanks to a global rise in interest rates. AdvertisementRepresentatives for Tiger Global, Coatue, and Viking Global either declined to comment or did not respond to requests for comment.
Persons: , Dan Sundheim, Philip Morris, Chase, Philippe Laffont's Coatue, Ning Jin, Julian Robertson's, Management — Organizations: Service, D1, Business, Viking, Philippe Laffont's Coatue Management, Tiger Cubs, Management, Tiger Global, Viking Global Locations: Marlboro, New York
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Virtus’ Joe Terranova, Payne Capital’s Courtney Garcia and Trivariate’s Adam ParkerVirtus' Joe Terranova, Payne Capital's Courtney Garcia and Trivariate's Adam Parker, join 'Closing Bell' to discuss the concentration in the tech sector, opportunities outside of it and their market outlook.
Persons: Virtus ’ Joe Terranova, Payne Capital’s Courtney Garcia, Trivariate’s Adam Parker Virtus, Joe Terranova, Payne Capital's Courtney Garcia, Trivariate's Adam Parker Organizations: Virtus ’
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIt's a tough investment environment outside of tech and AI, says Virtus' Joe TerranovaVirtus' Joe Terranova, Payne Capital's Courtney Garcia and Trivariate's Adam Parker, join 'Closing Bell' to discuss the concentration in the tech sector, opportunities outside of it and their market outlook.
Persons: Virtus, Joe Terranova Virtus, Joe Terranova, Payne Capital's Courtney Garcia, Trivariate's Adam Parker
A staff wanted sign in the window of a restaurant in the Soho district of London, U.K., on Tuesday, Sept. 7, 2021. LONDON — U.K. unemployment unexpectedly rose to its highest level in two and a half years, data showed Tuesday, amid a heated general election campaign in which the economy is a key battleground. Simultaneous strong wage growth divided opinions from market-watchers mulling the timing of an interest rate cut from the Bank of England. While market pricing on Tuesday suggested next to no chance of a rate cut at the BOE's June meeting, and a 36% shot in August, that probability rises to nearly 60% for the September deliberations. Consultancy Capital Economics said that, while the stickiness of wage growth would be a "lingering concern" for the BOE, the rate should soon be on a "firm downward path" as unemployment rises.
Persons: Richard Carter, Cheviot, BOE, Capital's, Ruth Gregory, Rishi Sunak, Keir Starmer, Sunak, We've, it's, Starmer Organizations: LONDON, Bank of England, National Statistics, Reuters, Consultancy Capital Economics, Conservative Party, Labour, Conservatives Locations: Soho, London
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailData points toward an economic slowdown, says Roth Capital's Michael Darda. Michael Darda, chief economist and macro strategist at Roth Capital Partners, and CNBC's Steve Liesman join 'The Exchange' to discuss possible outcomes for Fed rate policy, justification for cuts, and more.
Persons: Roth, Michael Darda, Steve Liesman Organizations: Roth Capital Partners
Some analysts are eyeing zero rate cuts from the Fed this year. AdvertisementAfter the latest jobs report all but dismissed an interest rate cut in July, some analysts are taking it a step further, and expect no rate cuts at all this calendar year. That's more pessimistic than what investors continue to bet on, with fed fund futures indicating at least one 25-basis point rate cut to occur in 2024. According to market veteran Ed Yardeni, the Federal Reserve should "take a vacation," and leave interest rates unchanged through 2024, he told CNBC-TV18. AdvertisementMeanwhile, Catalyst Capital's David Miller agreed that the Fed shouldn't cut interest rates in 2024, citing that this would allow inflation to run hotter.
Persons: RBC's Lori Calvasina, , That's, It's, Lori Calvasina, Ed Yardeni, Capital's David Miller, Mark Zandi, I've Organizations: Service, Bloomberg, Treasury, Federal, CNBC, TV18, Yardeni Research, Moody Analytics, Federal Reserve
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere should not be a rate cut in 2024, says Catalyst Capital's David MillerDavid Miller, Catalyst Capital CIO and senior portfolio manager, joins 'Squawk Box' to discuss the latest market trends, what to expect from the Fed's two-day policy meeting, state of the economy, rate path outlook, and more.
Persons: Capital's David Miller David Miller Organizations: Catalyst Capital
Many healthcare startups have targeted administrative tasks on the provider side, like SmarterDx, which just raised a $50 million Series B in June. Wu said NEA chose to invest in Anterior in part because of its focus on health plans. Anterior's $20 million Series A will help the startup accelerate hiring to take on more health plan customers, Mahmoud said. Wu said the firm sees a big opportunity for Anterior to package a range of tools for health plans as AI technologies become more widespread. See the 18-slide pitch deck Anterior used to grab a $20 million Series A.
Persons: , It's, Mustafa Suleyman, Adrian Aoun, Blake Wu, Abdel Mahmoud, we'd, we've, Mahmoud, Wu, Anterior's Organizations: Service, NEA, Business, Sequoia, Lion, Microsoft, Cohere, Meta, Google, McKinsey & Company, Amazon Locations: Sequoia Arc
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAnderson Capital's Peter Andersen: I am a 'rational' supporter of AIPeter Andersen, Andersen Capital Management CIO, joins 'Power Lunch' to discuss markets, the Fed, and when to find sell triggers in AI plays.
Persons: Anderson, Peter Andersen Organizations: Andersen Capital Management
French President Emmanuel Macron and U.S. President Joe Biden stand together onstage during an official State Arrival Ceremony for President Macron on the South Lawn of the White House in Washington, U.S., December 1, 2022. Fresh from commemorating the 80th anniversary of D-Day, French President Emmanuel Macron welcomed U.S. President Joe Biden in Paris on Saturday for a state visit that included talks about the Middle East, Ukraine and trade. Biden hosted Macron for a state visit at the White House in 2022. A U.S. Treasury official said on Tuesday the United States and its G7 partners were making progress on that. Despite his criticism of the IRA during his state visit to Washington in 2022, Macron and European allies have since won few concessions from Washington.
Persons: Emmanuel Macron, Joe Biden, Macron, Biden, Biden's, Republican Donald Trump, Vladimir Putin, Putin, We're, Volodymyr Zelenskiy, Zelenskiy Organizations: White, U.S, Hamas, Republican, Elysee, Biden, Australia, White House, Kyiv, U.S . Treasury, Ukraine, U.S . Congress Locations: Washington , U.S, Paris, East, Ukraine, Gaza, Israel, Lebanon, Iran, Russian, U.S, United States, France, Europe, Washington, Macron, America
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBoot Barn CEO: We'll stay focused on future growth and increasing sales and earningsBoot Barn CEO Jim Conroy joins 'Power Lunch' to discuss the rise in their stock price, short-seller Spruce Point Capital's bet against the company, and expansion plans.
Persons: We'll, Jim Conroy
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia leading 'industrial revolution-like movement', will take time: Bokeh Capital's Kim ForrestKim Forrest, CIO at Bokeh Capital Partners, joins CNBC's 'The Exchange' to discuss Nvidia's new record high, how to position in the AI race, and more.
Persons: Bokeh Capital's Kim Forrest Kim Forrest Organizations: Nvidia, Bokeh Capital Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEMJ Capital's Eric Jackson on Dell: Still cheap compared to other AI playsEric Jackson, EMJ Capital founder and president, joins 'Money Movers' to discuss whether tech stocks are currently in an AI bubble, Nvidia's lack of competition, and other under-the-radar plays in artificial intelligence.
Persons: Eric Jackson Organizations: Dell, EMJ Capital
Nvidia is still inexpensive even as it rose to a new record on Wednesday because of the rapid pace of its earnings growth, according to EMG Capital's Eric Jackson. Last month, Nvidia topped Wall Street expectations for the fiscal first quarter and issued strong guidance for the current quarter. While Nvidia is a leader for Jackson, there's also another stock in the AI space that's on his radar. Last week, Dell shares tumbled 18% after the company reported a decline in margins and missed expectations with its AI server backlog. But Jackson believes its incremental AI server revenues of $1.7 billion from its previous quarter has positioned the company to show better margins as the year goes on.
Persons: Eric Jackson, CNBC's, Jackson, Dell, there's Organizations: Nvidia, Bank of America, Dell
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEconomy not showing any evidence of slowing inflation, says Branch Capital's Greg BranchGreg Branch, Branch Capital Advisors founder, joins 'Power Lunch' to discuss the Fed, inflation and the markets.
Persons: Greg, Greg Branch Organizations: Branch Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's stock has an awful lot of growth ahead of it, says Advisors Capital's JoAnne FeeneyJoAnne Feeney, Advisors Capital Management partner and portfolio manager, joins 'Squawk on the Street' to discuss whether Nvidia's stock has gotten ahead of itself, competitors in Nvidia's space, and how to consider the sustainability of revenue growth for top AI companies.
Persons: Capital's JoAnne Feeney JoAnne Feeney Organizations: Capital Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with MAI Capital's Chris Grisanti on interest rate forecastsChris Grisanti, MAI Capital Management chief equity strategist, joins CNBC's 'The Exchange' to discuss his outlooks on markets, Fed rate policy, and more.
Persons: Chris Grisanti Organizations: MAI, MAI Capital Management
CNBC's Investing in Space newsletter offers a view into the business of space exploration and privatization, delivered straight to your inbox. The conversation I moderated was on "Big (Geospatial) Data & AI," with the goal of exploring how the two rapidly evolving worlds of satellite data collection and artificial intelligence interact. Simply put, Project Maven at NGA is working on how AI can use satellite imagery and data to detect objects and activities around the world. "As the volume of that data grows, it is beyond the capacity of the human mind to be able to derive any kind of useful understanding from that kind of data," Martin said. And more change is coming: The next step in the evolution of geospatial data and AI, from her view, is applying generative AI "to basically arm non-experts with the ability to expertly use geospatial data."
Persons: CNBC's Michael Sheetz, Nathan Kundtz, Rachael Martin, Martin, Maven Organizations: Space, Maven, National Geospatial - Intelligence Agency, of, NGA, National Reconnaissance Office, NRO Locations: China
What Nvidia's stock split means for retail investors
  + stars: | 2024-05-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Nvidia's upcoming stock split could propel the chipmaker higher over the short run and boost already enthusiastic investor sentiment, according to Wall Street. Nvidia's results prompted many Wall Street firms to boost their price targets on the stock as demand continues. While a split may improve accessibility by lowering the share price, it doesn't alter the value or fundamentals of the business. Citi's Atif Malik called the split a "positive surprise," while Susquehanna's Christopher Rolland said it "invigorates the retail crowd." "The 10:1 stock split likely adds short-term momentum to this AI bellwether," said Needham's Quinn Bolton.
Persons: Baruah, Citi's Atif Malik, Susquehanna's Christopher Rolland, Needham's Quinn Bolton Organizations: Semiconductor, Walmart, Lam Research, Nvidia
Wall Street will be keeping close watch on what Nvidia says about demand for its artificial intelligence chips when the market-moving chipmaker reports quarterly results after the bell Wednesday. Nvidia is expected to surpass expectations again, with analysts polled by LSEG calling for earnings of $5.59 per share on $24.65 billion in revenue. "As long as it tops analyst expectations, NVIDIA is likely to remain a key tailwind for the overall U.S. stock market." NVDA 1Y mountain Shares over the last year For multiple quarters, Nvidia has shocked Wall Street with the robust demand for its tools. "We continue to expect a strong beat-and-raise quarter from NVIDIA as Hopper demand remains robust before the Blackwell transition," wrote Morgan Stanley's Joseph Moore.
Persons: they've, Wolfe, Chris Senyek, Hopper, Blackwell, Morgan Stanley's Joseph Moore, Piper Sandler's Harsh Kumar, Rosenblatt's Hans Mosesmann, Baird's Tristan Gerra, Tom O'Malley, Baird's Gerra, Nvidia's Blackwell, America's Vivek Arya, Arya, Timothy Arcuri, Rosenblatt's Mosesmann, O'Malley, Morgan Stanley's Moore Organizations: Nvidia, NVIDIA, Blackwell, Barclays, Bank, America's, UBS Locations: Nvidia's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with PIMCO's Erin Browne and Payne Capital’s Courtney GarciaPIMCO's Erin Browne and Payne Capital's Courtney Garcia join 'Closing Bell' to discuss what's next for the markets, the cyclical trade, and precious metals.
Persons: PIMCO's Erin Browne, Payne Capital’s Courtney Garcia, Erin Browne, Payne Capital's Courtney Garcia, what's
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNew U.S. tariffs on China are absolutely necessary, says Hayman Capital's Kyle BassKyle Bass, Hayman Capital founder and CIO, joins 'Squawk Box' to discuss the death of Iran's president and foreign minister, the United States' new tariffs on China, and more.
Persons: Hayman Capital's Kyle Bass Kyle Bass Organizations: Hayman Capital Locations: China, United States
Bearing that in mind, here are three attractive dividend stocks, according to Wall Street's top pros on TipRanks, a platform that ranks analysts based on their past performance. On May 1, the company announced its first-quarter results and declared a quarterly dividend of 48 cents per share, payable on June 28. Following the results, RBC Capital analyst Kenneth Lee reaffirmed a buy rating on ARCC stock with a price target of $22. The company recently announced its first-quarter results and declared a quarterly distribution of $0.405 per unit. Overall, based on the annualized dividend amount of $3.08 per share, the stock's dividend yield stands at 5.6%.
Persons: Wall, Capital, Kenneth Lee, Lee, TipRanks, Devin Dodge, Dodge, Income's, Brad Heffern, Heffern Organizations: New York Stock Exchange, Federal Reserve, Ares, RBC Capital, Ares Credit, Brookfield Infrastructure Partners, Brookfield Infrastructure, BMO Capital, Triton, Dodge, Brookfield Locations: New York City, Asia, Pacific, North America, Europe, U.S, TipRanks
Hedge funds took a diversified approach to technology investing in the first quarter as the sector built on its 2024 rally. Both Appaloosa and Coatue trimmed stakes in Nvidia during the period, with the latter shrinking his stake by 68% to $1.25 billion. Stanley Druckenmiller told CNBC last month that he cut his Nvidia stake in late March and called AI a "little overhyped" in the short run. Apple caught renewed attention from Viking Global and cuts from Coatue and Warren Buffett's Berkshire Hathaway. Coatue, Third Point, Viking Global and Tiger Global upped their Amazon stakes, while Appaloosa and D1 Capital trimmed their holdings.
Persons: Michael Burry, Ole Andreas Halvorsen zeroed, David Tepper's, Chase, Seth Klarman's Baupost, Dan Sundheim's, Phillippe Laffont's Coatue, Dan Loeb's, Halvorsen, Tepper, Sundheim, Laffont, Brad Gerstner, Stanley Druckenmiller, Warren Buffett's Berkshire, Coatue Organizations: Technology, Nasdaq, Nvidia, Meta, Capital, Microsoft, Street's, CNBC, Apple, Viking Global, Warren Buffett's Berkshire Hathaway, Tiger Global Locations: Coatue, Warren
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