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

Search resuls for: "GE Capital"


25 mentions found


What the charts say about Nvidia before earnings
  + stars: | 2024-11-19 | by ( Todd Gordon | ) www.cnbc.com   time to read: +4 min
Since early last year Nvidia (NVDA) has become the Super Bowl of earnings and like the actual big game, it comes right at the end of the season. Fundamental outlook The analyst community is looking for Nvidia to report 75 cents in EPS on $33.13 billion in revenue, according to FactSet. Nvidia charts The prior quarter's growth rates are coming down from astronomical levels of multiple hundreds of percentage points. As a result Nvidia sold off on Aug 28 from around the $130 level all the way down to $101.50. Hedge on Nvidia, just in case We're looking at buying a Nov 22nd expiration $140 / $130 put debit spread, currently trading at $2.88.
Persons: Blackwell, NVDA, Elliott, Todd Gordon, Gordon Organizations: Nvidia, Blackwell, Philadelphia Semiconductor, Inside Edge Capital Management, NVDA, Inside Edge, CNBC, NBC UNIVERSAL Locations: NVDA
AdvertisementUS stocks have been on a tear since Trump's win. "Let me tell you something: If Trump enacted 50% of what he's saying, you'll have a stock market crash, the likes that you haven't seen since the 1920s," Scaramucci said. You'll crush the economy; you'll crush our tax revenues; you'll flip upside down the job market," Scaramucci said. "They will not be ready for that, and so the stock market will have gotten wrong the current movement." "My guess is that the stock market aficionados, the stock market experts, are probably right," Scaramucci said.
Persons: SkyBridge Capital's Anthony Scaramucci, Trump, there's, Scaramucci, , Anthony Scaramucci, it's, Bitcoin, Donald Trump's, didn't, David Bahnsen, he's, — Elon Musk, Elon, Tom Orlik, David Kelly, ​ ​, Susie Wiles Organizations: Service, House, SkyBridge, Business, Nasdaq, Russell, Trump, Bloomberg Economics, JPMorgan Asset Management, Republican
The small cap Russell 2000 index contains domestic companies that should benefit in a protectionist, on-shoring environment as long as inflation and rates stay contained. The monthly chart of the Russell 2000 shows a pending breakout from all-time highs of 2,459. Put in simpler terms the Russell 2000 small cap index has underperformed the large cap S & P 500 index for the past 13 years. The small cap Industrial ETF just broke from a consolidation around $135 and is still in the earlier stages of the expansion. The forward valuation is 28 times 2025 earnings so not egregious for this high growth small cap industrial name.
Persons: Russell, Elliott, Todd Gordon, Gordon, POWL Organizations: Utilities, MGE Energy, Powell Industries, Edge, Inside Edge, CNBC, NBC UNIVERSAL
Russia's brain drain has become its economy's biggest problem, an economist told Business Insider. The long-lasting nature of brain drain makes the issue more serious than, say, inflation, which could be remedied by central bank maneuvering. Over the next decade, Russia's economy could devolve into one dependent mainly on its natural resources rather than on the most innovative industries, Portes speculated. That's similar to what other economic forecasters have predicted, with some warning Russia's economy could become de-industrialized as its resources are siphoned off by the war. Advertisement"It will be reduced to a resource economy, a natural resource economy," he said of Russia's future.
Persons: , Richard Portes, they've, Portes Organizations: Service, London Business School, Russia, French Institute of International Relations, Business, Institute of Economics, Russian Academy of Sciences, Labor, Russian, UC Berkeley Locations: Russia, Ukraine
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVivek Ramaswamy on Trump's election victory: Let's turn the page to chase the futureAnthony Scaramucci, SkyBridge Capital founder and managing partner, and Vivek Ramaswamy, Strive Asset Management co-founder, join 'Squawk Box' to discuss President-elect Trump's election victory, how Trump can best unify the country, and more.
Persons: Vivek Ramaswamy, Anthony Scaramucci, Trump's, Trump Organizations: SkyBridge Capital, Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDonald Trump is an incredible divider, says SkyBridge's Anthony ScaramucciAnthony Scaramucci, SkyBridge Capital founder and managing partner, and Vivek Ramaswamy, Strive Asset Management co-founder, join 'Squawk Box' to discuss the state of the 2024 election, the economic proposals of VP Kamala Harris and former President Trump, and more.
Persons: Donald Trump, SkyBridge's Anthony Scaramucci Anthony Scaramucci, Vivek Ramaswamy, Kamala Harris, Trump Organizations: SkyBridge Capital, Management
Lost Maya city discovered in Mexico
  + stars: | 2024-11-02 | by ( Mindy Weisberger | ) edition.cnn.com   time to read: +6 min
Scientists called Campeche an archaeological “blank spot” in the Maya Lowlands, an area spanning what is now Belize, El Salvador, Guatemala and southeastern Mexico, and which the Maya inhabited from about 1000 BC to AD 1500. Like other large capital cities from Maya sites, Valeriana had a reservoir, a ball court, temple pyramids and a broad road connecting enclosed plazas. In total, the researchers identified 6,764 structures in Valeriana and in other rural and urban settlements of varying sizes. In the north, Maya sites such as Chichén Itzá are highly visible. Morales-Aguilar’s work on Maya settlements in Guatemala aligns closely with the new findings, he told CNN in an email.
Persons: Valeriana, , you’re, , Luke Auld, Thomas, ” Auld, Marcello Canuto, ” Canuto, Carlos Morales, Aguilar, Morales, ” Morales, Tomás Gallareta Cervera, ” Gallareta Cervera, ” Mindy Weisberger Organizations: CNN, Nature Conservancy, Tulane University, University of Texas, Kenyon College, , Scientific Locations: Mexican, Campeche, Belize, El Salvador, Guatemala, Mexico, Valeriana, Thomas Campeche, Tulane’s, Austin, Ohio
There is uncertainty abound about the future direction of the stock market heading into what many say is the most important presidential election of our lifetimes. In the elevated volatility levels that began in late September heading into the election. The Cboe Volatility Index (VIX in black) trades with an inverse relationship to the S & P 500. As the S & P 500 goes lower, people become fearful as they buy put option protection pushing the general level of option prices (both puts and calls) higher. This creates the inverse relationship of VIX and S & P 500.
Persons: NVDA, we'll, we're, Todd Gordon, Gordon, Schwab Organizations: Nvidia, Google, Inside Edge, CNBC, NBC UNIVERSAL Locations: NVDA
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMusk has a 22-year history working with Putin, now it's really alarming, says Yale’s Jeff SonnenfeldHermitage Capital CEO Bill Browder and Yale’s Jeff Sonnenfeld, join 'Power Lunch' to discuss reports that Elon Musk was in contact with Russian president Vladimir Putin.
Persons: Putin, Jeff, Bill Browder, Yale’s Jeff Sonnenfeld, Elon Musk, Vladimir Putin Organizations: Capital Locations: Jeff Sonnenfeld
Christopher Grigat | Moment | Getty ImagesInvestors can generally reduce their tax losses in a portfolio by using exchange-traded funds over mutual funds, experts said. "You'll have tax efficiency that a standard mutual fund is not going to be able to achieve, hands down," he said. The same concept applies within a mutual fund: Mutual fund managers generate capital gains when they sell holdings within the fund. Large-cap and small-cap "core" stocks also "benefit considerably," with about 85% to 90% of their returns coming from capital gains, Armour said. However, there are instances in which passively managed funds can trade often, too, such as with so-called strategic beta funds, Armour said.
Persons: Christopher Grigat, Bryan Armour, Charlie Fitzgerald III, Moisand Fitzgerald Tamayo, Armour, It's, Morningstar, Fitzgerald, Bonds Organizations: North America, Mutual, Taxpayers, CNBC Locations: Orlando , Florida, U.S
The stock is consolidating just below all-time highs and if Netflix's move after earnings is any indication, I think SPOT should punch through to new all-time highs. We're currently trading at $386, just below the all-time highs of $387 set back in 2021. The earnings trajectory for this company has been insane: 2022 EPS ($3.09) 2023 EPS ($2.95) 2024 EPS +$6.37 2025 EPS +$9.06 (est.) Netflix beat expectations and broke to new all-time highs led by new subs, 50% of which are coming from an ad tier. Meta is also in the communication sector sitting close to new all-time highs like NFLX, so the trend for this group remains firmly higher.
Persons: Todd Gordon, Gordon Organizations: Spotify, Apple, Sirius XM, Tactical Alpha, Netflix, Meta, Facebook, Inside Edge, CNBC, NBC UNIVERSAL
Investors are awaiting TSMC earnings for signs of what's to come for the chip sector. The chipmaker will report its full third-quarter earnings in the early hours on Thursday. The stock is up 84% year-to-date, thanks partly to the firm's strong financial results so far in 2024. Traders are waiting for guidance from TSMC executives on the firm's earnings call regarding demand in the current quarter as well as the coming year. Fears about demand were ignited recently when Nvidia reported results for the second quarter in August.
Persons: , Jensen Huang, Blackwell, Huang Organizations: Service, Taiwan Semiconductor Manufacturing, Nvidia, Apple, P Semiconductor, Traders Locations: Taiwan
In total, Larsen has given around $1.9 million to support Harris' campaign directly and through PACs, according to FEC data compiled by crypto market and blockchain analyst James Delmore and independently verified by CNBC. Nearly half of all the corporate money flowing into the election has come from the crypto industry, according to a recent report from the nonprofit watchdog group Public Citizen. "What we've had to date has been almost like purposeful chaos by Gensler to kind of crush the domestic industry," Larsen said. Horowitz said that he and his wife, Felicia, "have known Vice President Harris for over 10 years and she has been a great friend to both of us during that time." On Monday, the Harris campaign unveiled its "Opportunity Agenda for Black Men" in a report.
Persons: Chris Larsen, Donald Trump's, Chris Larsen isn't, Ripple, Kamala Harris, Larsen, who's, Harris, he's, Biden, " Larsen, isn't, James Delmore, that's, Evelyn Hockstein, Andreessen Horowitz, Trump, keynoted, Josh Shapiro, John Deaton, Massachusetts Republican who's, Democratic Sen, Elizabeth Warren, Nancy Pelosi, Gary Gensler, Brad Garlinghouse, Marvin Ammori, Skybridge Capital's Anthony Scaramucci, Scaramucci, Warren, Ben Horowitz, Marc Andreessen, Horowitz, Felicia, Delmore Organizations: YouTube, White, CNBC, Biden, Democratic, Harris, Fund, Forbes, Public Citizen, U.S, Erie International Airport, Democratic Pennsylvania Gov, Massachusetts Republican, Nancy Pelosi Victory Fund, Biden PAC, SEC, Trump, Ripple, White House, Sen Locations: Bay, Erie , Pennsylvania, U.S, Nashville , Tennessee, Massachusetts, Washington ,, New York
The AI trade is powering ahead as the markets are seeing a rotation back into the semiconductor, hardware and software companies that are driving the revolution. One industrial company on my radar — that I don't yet have a position in — is Vertiv (VRT) . The company provides liquid cooling systems for data centers powering AI. I know it's a wide zone, but consider the percentage gain this stock has experienced in the past 2 years. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.
Persons: Todd Gordon, Gordon Organizations: Edge, Inside Edge, CNBC, NBC UNIVERSAL Locations:
It could be a bad idea to keep a stock solely to skip out on realizing capital gains. The right advice can buy time, reduce tax burdens, or even avoid them altogether without breaking any laws. "So, a tax-loss-harvesting type of trading will take place and then you are reducing your capital gains taxes." This grants them a tax deduction while skipping out on capital gains tax. Even some of our hedge fund managers who get compensation through carried interests of capital gains can defer those capital gains and even avoid them."
Persons: , Lapsiwala, John Pantekidis, Pantekidis, It's Organizations: Service, DAF
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople overestimate technological change in the short term, says VCMitchell Green, founder of Lead Edge Capital, joins Squawk Box Europe to discuss how software companies will be changed by AI.
Persons: Mitchell Green Organizations: Lead Edge
In the past five years, four other alums have either shuttered or stopped trading hedge fund strategies. It's the latest spinoff from long-running Tiger Cub Lone Pine Capital to shutter. Lone Pine, the $16 billion firm led by co-chief investment officers Kelly Granat and David Craver, was founded in 1997 by billionaire Steve Mandel. Inside the Lone Pine family treeGaonkar's experience is far from the norm for Lone Pine alums though. Firms like Lone Pine, Tiger Global, Coatue, Viking Global, Maverick, Light Street, and others have lasted for decades and minted billionaires along the way.
Persons: Scott Coulter's, Mala Gaonkar, , Coulter, Cowbird, Pine, Kelly Granat, David Craver, Steve Mandel, Mandel, Julian Robertson's, Lone, Coatue, redemptions, Gaonkar, David Byrne, SurgoCap, Abobe, David Stemerman's, Scott Phillips, Matt Iorio's, Li Ran's, Brian Eizenstat's, Paul Eisenstein's, Nikhil Trikha, Arthur Wit, that's, Andreas Halvorsen's, Dan Sundheim's, Ben Jacobs, Ning Jin, Marco Tablada, Robertson, Tom Purcell Organizations: Service, Business, Lone Pine, Julian Robertson's Tiger Management, Cubs, Roberston's Tiger Management, Tiger, CNBC, Nvidia, GE, Figma, Pine, Latimer, Elm, Sky Capital, CenterBook Partners, Ampersand Capital Group, Global, Fund Research, Tiger Cub, Tiger Management, Viking Global, Viking Locations: Lone, Lone Pine, Granat, Texas, Li Ran's London, California, Viking
The charts indicate it may be time to look at chip stocks once again. However, the major semi names like Nvidia (NVDA) , Broadcom (AVGO) and AMD (AMD) have not actually fallen significantly in this rotation. Before we get into the specifics of Broadcom, let's take a look at the rotation out of semis starting in early August. Broadcom's chart Broadcom is a key holding in both my dividend and growth portfolios at Inside Edge Capital. BEFORE MAKING ANY FINANCIAL DECISIONS, YOU SHOULD STRONGLY CONSIDER SEEKING ADVICE FROM YOUR OWN FINANCIAL OR INVESTMENT ADVISOR.
Persons: swoon, we're, I've, you've, Todd Gordon, Gordon, AVGO Organizations: Semiconductor, Nvidia, Broadcom, AMD, CNBC Pro, let's, I've, Edge, Inside Edge, CNBC, NBC UNIVERSAL
BNI: Indonesia's SOE reforms will inspire diaspora confidence
  + stars: | 2024-10-04 | 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 EmailBNI: Indonesia's SOE reforms will inspire diaspora confidence and encourage capital repatriationBNI’s Agung Prabowo, says that economic growth in Indonesia will be challenged without crucial capital investments from its diaspora.
Persons: BNI’s Agung Prabowo Locations: BNI’s, Indonesia
Before we get started, it's important to point out that I believe that broader equity markets remain in a secular bull market with global central banks' easing monetary policy amid a backdrop of a boom in artificial intelligence that carries equity markets significantly higher in coming quarters. But the key in my opinion was that real interest rates were going higher. The way I'm defining 'real interest rates' is the prevailing nominal yield on a bond, the 10-year Treasury in this example, adjusted by the expected 10-year inflation level. Put simply, real interest rates are how much you actually earn on a fixed income investment after adjusting for inflation. So my outlook is that gold will continue to rally alongside equity markets.
Persons: let's, Todd Gordon, Gordon, HMY Organizations: Harmony, Equity, Treasury, Stock, Edge, Inside Edge, CNBC, NBC UNIVERSAL Locations: South
Utility stocks this year have mounted a rally unseen in more than two decades. In the third quarter, utilities are the best out of 11 sectors that comprise the S & P 500, climbing 18%. As a group, utilities are poised to score their largest quarterly gain since George W. Bush was president in 2003. If that holds through yearend, utilities will see their biggest annual advance since 2000, when they surged more than 50%. "Utilities are the hottest sector in the market currently," Wolfe Research Rob Ginsberg said in a note to clients in August.
Persons: George W, Bush, Wolfe, Rob Ginsberg, hasn't, It's, buildout, Ginsberg, Subramanian, Wells Fargo, Christopher Harvey, Harvey, LSEG Organizations: Utilities, Federal Reserve, Bank of, Nasdaq, Bank of America, Constellation Energy, CenterPoint Energy Locations: yearend, The Texas, Houston
The Chinese central bank unrolled the most significant stimulus program since the COVID-19 pandemic and Chinese equities are starting to show signs that the long history of underperformance relative to western equities could possibly be on borrowed time. The name that has already demonstrated leadership that we want to focus on should this move into Chinese names continues is Tencent Holdings (TCEHY) . Before we get further into the company specifics it's important to reiterate that Chinese equities have under-performed U.S. equities since 2007. The goal of the program according to Chinese officials is to return the economy to a 5% growth rate. Turning to the focus company Tencent Holdings (TCHEY) is a multinational technology conglomerate listed on the Hong Kong exchange since 2004.
Persons: TCHEY, Todd Gordon, Gordon Organizations: Tencent Holdings, People's Bank of China, Hong, Inside Edge, CNBC, NBC UNIVERSAL Locations: China, Hong Kong
As things stand, Intel is the only US chip firm with plants, known as fabs, that are capable of making advanced semiconductors. TSMC is set to open a fab in Arizona next year, while reports suggest Sam Altman is seeking to raise funds to create chip manufacturing plants. Intel's customers in China include Alibaba and TikTok parent company ByteDance, which have been subject to scrutiny from the US government. "Intel's ties to key businesses in China are typical for a high-tech firm," he said. As Intel and the US consider plans to increase manufacturing capacity at home, the company's China ties will loom large in the global chip race.
Persons: , Joe Biden, Biden, Forrester's, Alvin Nguyen, HWA CHENG, Sam Altman, Pat Gelsinger, Gelsinger, Forrester's Nguyen, it's, Stacy Rasgon, Bernstein, Rasgon Organizations: Service, Intel, Business, Qualcomm, Street Journal, Bloomberg, China Intel, HWA, Getty, Nvidia, AMD, New York Times, The Times, South Korea's SK Hynix, Intel Capital, Financial, Financial Times, Yahoo Locations: chipmaking, Washington, Intel's Arizona, China, AFP, Taiwan, Arizona , New Mexico, Oregon, Arizona, Chengdu, Dalian, South, Beijing
SINGAPORE — Anthony Scaramucci, founder and managing partner of SkyBridge Capital, said he and a group of crypto advocates are working with U.S. Vice President Kamala Harris to develop her campaign's policies on digital assets ahead of the elections in November. "There's a group of cryptocurrency advocates, bitcoin advocates etc. Harris has been hearing out crypto proponents and we are pushing her to back industry-friendly policies, he said, adding that the vice president even has some of these talks lined up for this week. "I believe that we are making progress, and I think it's going in the right direction," Scaramucci said. Last year in an interview with NBC News' Chuck Todd, Scaramucci called his former boss "a grifter."
Persons: Anthony Scaramucci, Kamala Harris, bitcoin, Elizabeth Warren, Gary Gensler, Warren, Harris, Scaramucci, Donald Trump's, Trump, Chuck Todd Organizations: SINGAPORE, SkyBridge, U.S, Democratic Party, Democratic, U.S . Securities, Exchange Commission, White House, NBC News
Edward Frazer and Sam Brashears have built software together since fourth grade, and that's exactly what they'll start with if you're a venture capitalist listening to their pitch for funding. The two 22-year-old cofounders and longtime friends started developing the API integration software known as DryMerge last year. "Sam and I have spent more time with each other than anyone else except probably our families, so we're just really, really good friends." When evaluating team risk, VCs also look for whether the co-founders can build the product the way they envision it. Here's the eight-page pitch deck that Frazer and Brashears used to secure their $2.2 million seed round for DryMerge.
Persons: Edward Frazer, Sam Brashears, Frazer, Slack, DryMerge, Sam, Brashears, VCs, they've Organizations: Service, Business, Garage Capital, Goodwater, Ritual, Yale University, University of Wisconsin Locations: Madison
Total: 25