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Top related persons:
Ken Mahoney - 1 Nvidia - 1 Hendi - 1 Management's Paul Meeks - 1 Andrew Garthwaite cautioning - 1 Ted Mortonson - 1 Baird - 1 Mortonson - 1
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Taiwan cyberattacks Palo Crowdstrike
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VanEck Semiconductor - 1 Asset - 1 Taiwan Semiconductor Manufacturing - 1 Nvidia - 1 Qualcomm - 1 Apple - 1 Devices - 1 JPMorgan - 1

Search resuls for: "Hendi Susanto"


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☆ This semiconductor ETF is headed for its best quarterly gain in a year. Here are the winners
  + stars: | 2024-03-28 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Semiconductor stocks are off to another hot start to the year. The VanEck Semiconductor ETF (SMH) is up 28.5% in the first three months of 2024. That puts the SMH on pace for its biggest quarterly gain since the first quarter of 2023, when it jumped 30%. The stock is up more than 30% to start 2024. Shares have skyrocketed more than 39% to start 2024, helped by strong sales in high bandwidth memory necessary in AI infrastructure.
Persons: Ken Mahoney, Nvidia, Hendi, Management's Paul Meeks, Andrew Garthwaite cautioning Organizations: VanEck Semiconductor, Asset, Taiwan Semiconductor Manufacturing, Nvidia, Qualcomm, Apple, Devices, JPMorgan, PHLX Semiconductor, Intel, Micron Technology, Micron, UBS, Universal Locations: Taiwan
☆ AI is changing the cybersecurity industry. Why these two stocks look best positioned to capitalize
  + stars: | 2024-02-14 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
"As we move to cloud and generative AI, it opens up massive total addressable markets, where security just has to be done a different way." Palo Alto Networks and CrowdStrike have already surged more than 25% each only six weeks into the new year after proving among the best performers in the Nasdaq-100 in 2023. But arguably, companies offering all-in-one solutions to mounting cybersecurity threats are viewed as sitting in the most advantageous position. PANW YTD mountain Palo Alto Networks in 2024. This leading position is one reason Deepwater Asset Management's Doug Clinton retains a stake in Crowdstrike, along with Palo Alto Networks, in the core fund that he manages.
Persons: Ted Mortonson, Baird, Mortonson, Peter Weed, Bernstein, Morgan Stanley, Hamza Fodderwala, Hendi Susanto, Doug Clinton, JPMorgan's Brian Essex, CRWD, Essex, Michael Bloom Organizations: MGM Resorts, Caesars Entertainment, Microsoft, Palo Alto Networks, Nasdaq, Gamco Locations: cyberattacks, Palo, Crowdstrike
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