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☆ Worried about Nvidia? This stock offers clues about when AI will go mainstream, Scotiabank says
  + stars: | 2024-07-03 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
NVDA 1Y line Large cloud computing firms, such as Microsoft , Amazon and Google , have bought billions of dollars worth of AI chips from Nvidia over the past two years. Investors now want to know whether these Big Tech giants will be able to make a return on their investment — a precursor for further spending on AI chips. However, "tentative" signs have started to emerge that spending on AI chips may be spurring investment in the broader economy, Capital Economics said. CGI Inc For clues as to how quickly AI technologies are being adopted, Scotiabank highlighted CGI , a Canadian multinational IT firm that helps companies introduce AI into their business models and operations. The Scotiabank analyst believes that as large companies prepare to start AI spending, CGI is set to benefit and capture any future growth.
Persons: Shant, Neil Shearing, Shearing, Divya Goyal, Goyal, GIB Organizations: Nvidia, Microsoft, Google, Investors, Big Tech, Jennison Associates, Capital Economics, Economics, Scotiabank Locations: Britain, U.S, Canadian, Canada, New York
☆ A top Nvidia shareholder reveals his trigger for selling growth stocks
  + stars: | 2024-04-15 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Nvidia shares have continued to soar this year, up more than 80%. "We emphasize risk management much more than many growth investors," Shant told CNBC Pro. When should investors sell growth stocks? When asked about the right time to sell a growth company like Nvidia, Shant pointed to the firm's latest research note titled "Buy and Hold Forever?" [As in] they can't actually make enough to meet expectations in that quarter," Shant told CNBC's Squawk Box Friday.
Persons: they've, Raj Shant, Shant, We're, CNBC's, Jennison, Morgan Stanley Organizations: Nvidia, Jennison Associates, CNBC Pro, Global Equity, Novo Nordisk, Norges Bank, Barclays
☆ After a rough third quarter, here's what to expect from technology stocks into the end of 2023
  + stars: | 2023-10-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +8 min
2023's surge in technology stocks fizzled in September as rising rates put a heavy dent in the artificial intelligence-fueled rally . Over the next few weeks, Deepwater Asset Management's Gene Munster is keeping an eye on September's consumer price index and nonfarm payrolls report ahead of the start of big technology earnings later in the month. "The good news is that this should right itself once the September quarter earnings come up." Sean Sun, a portfolio manager at Thornburg Investment Management, likened the earnings season to a "gut check" on AI beneficiaries. But these drawdowns could offer opportunities for long-term investors to snatch up technology bets at bargain prices, said Nancy Tengler.
Persons: what's, behemoths, Street's, Gene Munster, Erika Klauer, Sean Sun, Paul Meeks, Nancy Tengler, Meeks, Klauer Organizations: Nasdaq, Reserve, Enphase, Lucid, ASML, Netflix, Apple, Microsoft, Devices, Nvidia, Tech, Thornburg Investment Management, Laffer, Investments, ServiceNow, Adobe, Broadcom, Oracle, Meta, Jennison, AMD
☆ Watch CNBC's full interview with Solus' Dan Greenhaus, Wealth Enhancement Group's Nicole Webb and Jennison's Erika Klauer
  + stars: | 2023-07-10 | 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 Solus' Dan Greenhaus, Wealth Enhancement Group's Nicole Webb and Jennison's Erika KlauerDan Greenhaus, Solus Alternative Asset Management chief strategist, Nicole Webb, senior vice president and financial advisor at Wealth Enhancement Group, and Erika Klauer, technology equity portfolio manager at Jennison Associates, join 'Closing Bell' to discuss the signs of instability in the market.
Persons: Solus, Dan Greenhaus, Nicole Webb, Jennison's Erika Klauer Dan Greenhaus, Erika Klauer Organizations: Asset Management, Jennison Associates
☆ Nvidia is the clear winner in the AI race. Its stock isn't the only reason why.
  + stars: | 2023-05-30 | by ( Phil Rosen | ) www.businessinsider.com   time to read: +5 min
Last week I asked you all a question in the newsletter — Do you own Nvidia stock? One of you even told me you first bought the stock when Nvidia was $16(!) Nvidia is the clear winner in the AI arms race so far. A secretive hedge fund has likely notched a $5 billion gain on Nvidia stock this year. Shares of the company hovered near their biggest single-day spike ever, and the chipmaker credited AI for its upbeat quarterly outlook.
☆ Companies need to surf the A.I. wave or get crushed by it, portfolio manager says
  + stars: | 2023-03-24 | 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 EmailCompanies need to surf the A.I. wave or get crushed by it, portfolio manager saysCompanies need to get onboard with AI as it is set to be a big growth area in the next decade, Raj Shant, managing director at asset management firm Jennison Associates, told CNBC.
☆ Watch CNBC’s full post-market discussion with Cantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika Klauer
  + stars: | 2022-12-15 | 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 post-market discussion with Cantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika KlauerCantor's Eric Johnston, Hightower’s Stephanie Link and Jennison Associates’ Erika Klauer join 'Closing Bell: Overtime' to discuss the markets after a busy week that featured a new CPI report and the Fed raising interest rates by 50bps.
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