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☆ What matters most to Tesla's stock is growth of units, says Neuberger Berman's Dan Flax
▼ + stars: | 2024-12-13 | 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 EmailWhat matters most to Tesla's stock is growth of units, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss Tesla's surging shares, the company's self-driving ambitions, and more.

Persons: Neuberger, Dan Flax Dan Flax, Neuberger Berman

☆ Oracle is on pace for the best year since 1999. What led to the meteoric rise
▼ + stars: | 2024-11-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Oracle has soared 75% this year, headed for its second-best year on record and best since 1999, when shares roughly quadrupled in price. "The company is delivering a lot of value to its customers," said Dan Flax, senior research analyst at Neuberger Berman. ORCL ALL mountain Oracle, long term Now, refocusing on its cloud infrastructure business has helped Oracle master the AI ecosystem, fueling interest from investors. Still, investors such as Laffer Tengler Investments CEO Nancy Tengler view Oracle as operating in a sweet spot in the worlds of cloud computing and AI inference. "There's not a lot of companies that are growing" at the rate of Oracle.

Persons: ChatGPT, Jensen, That's, Bill Clinton, Dan Flax, Neuberger Berman, Larry Ellison, Elon Musk, hyperscalers, Angelo Zino, Zino, Robert Pavlik, Ellison, Larry, Kim Forrest, He's, Steve Jobs, What's, Forrest –, Nancy Tengler, Tengler Organizations: Oracle, Nvidia, Devices, Microsoft, Forbes, CFRA, Bokeh Capital Partners, Amazon, Tengler Locations: U.S

☆ The key for Tesla is their ability to bring down cost, says Neuberger Berman's Dan Flax
▼ + stars: | 2024-07-24 | 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 EmailThe key for Tesla is their ability to bring down cost, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss Tesla's quarterly earnings results, growth outlook for the company, and more.

Persons: Tesla, Neuberger, Dan Flax Dan Flax, Neuberger Berman

☆ Apple Intelligence will drive continued growth of the installed base: Neuberger Berman's Dan Flax
▼ + stars: | 2024-06-18 | 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 EmailApple Intelligence will drive continued growth of the installed base: Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss news of the company ending its Apple Pay Later program, the rise in Apple Intelligence, and more.

Persons: Neuberger, Dan Flax Dan Flax, Neuberger Berman Organizations: Apple Intelligence

☆ Apple's WWDC kicks off today: Here's what to expect
▼ + stars: | 2024-06-10 | 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 EmailApple's WWDC kicks off today: Here's what to expectDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to preview Apple's Worldwide Developers Conference, what to expect from the tech giant this week, and more.

Persons: Dan Flax, Neuberger Berman Organizations: Conference

☆ Nvidia's big story is broadening of industries relying on company's new tech, says Neuberger's Dan Flax
▼ + stars: | 2024-05-24 | 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 EmailNvidia's big story is broadening of industries relying on company's new tech, says Neuberger's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the analyst's thoughts on Nvidia's quarterly earnings results, how long the Nvidia 'halo effect' will last, and where the stock will head from here.

Persons: Dan Flax Dan Flax, Neuberger Berman Organizations: Nvidia

☆ Apple bull vs. bear debate: What's next for the company?
▼ + stars: | 2024-03-01 | 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 EmailApple bull vs. bear debate: What's next for the company? Dan Flax, Neuberger Berman senior research analyst, and Walter Piecyk, LightShed Partner analyst, join 'Squawk Box' to discuss the bull-bear debate over Apple, whether AI can jump start the company's stock again,

Persons: What's, Dan Flax, Neuberger Berman, Walter Piecyk Organizations: Apple

☆ Neuberger Berman's Dan Flax breaks down Big Tech earnings results
▼ + stars: | 2024-02-02 | 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 EmailNeuberger Berman's Dan Flax breaks down Big Tech earnings resultsDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to break down the Big Tech earnings results, what it means for investors, and more.

Persons: Neuberger, Dan Flax, Neuberger Berman Organizations: Big Tech

☆ The Magnificent Seven stocks led 2023's market. Here's what the pros expect for 2024
▼ + stars: | 2023-12-24 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

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

☆ Neuberger Berman's Dan Flax reveals the one tech stock he would own long-term
▼ + stars: | 2023-12-04 | 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 EmailNeuberger Berman's Dan Flax reveals the one tech stock he would own long-termDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the latest market trends, tech sector performance at large, why he still sees investor opportunity in a wide variety of tech stocks, and more.

Persons: Neuberger, Dan Flax, Neuberger Berman

☆ Tech companies are navigating through cyclical headwinds, says Neuberger Berman's Dan Flax
▼ + stars: | 2023-10-27 | 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 EmailTech companies are navigating through cyclical headwinds, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the Big Tech earnings this week, how companies are facing economic headwinds, state of the digital advertising market, and more.

Persons: Neuberger, Dan Flax Dan Flax, Neuberger Berman Organizations: Email Tech, Big Tech

☆ Apple's stock is attractive at these levels as the ecosystem remains healthy: Neuberger's Flax
▼ + stars: | 2023-09-11 | 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 EmailApple's stock is attractive at these levels as the ecosystem remains healthy: Neuberger's FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss what Flax expects from tomorrow's Apple event if customers are holding onto Apple's iPhones for 'too long,' and more.

Persons: Flax, Neuberger Berman

☆ Neuberger Berman's Dan Flax reveals his top tech stock picks
▼ + stars: | 2023-06-28 | 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 EmailNeuberger Berman's Dan Flax reveals his top tech stock picksDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the recent run in mega-cap tech stocks, and reveals his top tech stock picks.

Persons: Neuberger, Dan Flax, Neuberger Berman

☆ Amazon will emerge stronger from near-term slowdown, says Neuberger Berman's Dan Flax
▼ + stars: | 2023-04-28 | 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 EmailAmazon will emerge stronger from near-term slowdown, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss Amazon's first-quarter earnings results, and the long-term outlook for Amazon and other Big Tech companies.

☆ Some of the startups may have challenges as the funding environment gets tougher: Neuberger's Flax
▼ + stars: | 2023-03-28 | 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 EmailSome of the startups may have challenges as the funding environment gets tougher: Neuberger's FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss the recent rally in mega-cap technology stocks, what could cast a cloud over the tech sector, and the mass layoffs in big tech.

☆ Watch CNBC's full interview with Neuberger Berman's Dan Flax
▼ + stars: | 2023-02-03 | 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 interview with Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss his thoughts on big tech stocks, what allowed him to stay positive on Apple and the overall mega-cap tech space.

☆ Apple's navigating a very difficult environment quite well, says Neuberger Berman's Dan Flax
▼ + stars: | 2023-02-03 | 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 EmailApple's navigating a very difficult environment quite well, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins 'Squawk Box' to discuss his thoughts on big tech stocks, what allowed him to stay positive on Apple and the overall mega-cap tech space.

☆ Tech stocks just finished a five-week rally — the longest stretch since market peak in Nov. 2021
▼ + stars: | 2023-02-03 | by ( Ari Levy | ) www.cnbc.com time to read: +4 min

In this article .IXIC Follow your favorite stocks CREATE FREE ACCOUNTTech stocks on display at the Nasdaq. Peter Kramer | CNBCCost control is kingMeta was the top performer among the group this week, with the stock soaring 23%, its third-best week ever. "That was really the game-changer," said Stephanie Link, chief investment strategist at Hightower Advisors, in an interview on Friday with CNBC's "Squawk Box." From the year of its IPO in 2012 through 2021, the company grew between 22% and 58% a year. But in 2022 revenue fell 1%, and analysts expect growth of only 5% in 2023, according to Refinitiv.

☆ I would be a buyer of Tesla at current levels, says Neuberger Berman's Dan Flax
▼ + stars: | 2023-01-09 | 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 EmailI would be a buyer of Tesla at current levels, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins CNBC's 'Squawk Box' to discuss Tesla, FAANG stocks, and more.

☆ There are select opportunities in the tech sector, says Neuberger Berman's Dan Flax
▼ + stars: | 2022-12-16 | 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 EmailThere are select opportunities in the tech sector, says Neuberger Berman's Dan FlaxDan Flax, Neuberger Berman senior research analyst, joins CNBC's 'Squawk Box' to discuss investment opportunities in the technology sector.

☆ 2023 will be a good year for select tech companies, says Neuberger Berman's Daniel Flax
▼ + stars: | 2022-11-25 | 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 Email2023 will be a good year for select tech companies, says Neuberger Berman's Daniel FlaxDan Flax, Neuberger Berman senior research analyst, joins CNBC's 'Squawk Box' with his outlook for the technology sector in 2023.

☆ There are select market opportunities in the tech sector, says Neuberger Berman's Dan Flax
▼ + stars: | 2022-11-08 | 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 EmailThere are select market opportunities in the tech sector, says Neuberger Berman's Dan FlaxDan Flax, senior research analyst at Neuberger Berman, joins CNBC's 'Squawk Box' to break down investment opportunities in the tech sector.

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