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Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailKulina: Big tech has top margins and management, with no disappointment. Joel Kulina, Head of Technology/Media Trading at Wedbush Securities, discusses the high expectations for NVIDIA's keynote at CES, highlighting the potential impact on the stock, which has lagged behind Marvell and Broadcom.
Persons: Joel Kulina Organizations: Technology, Wedbush Securities, CES, Marvell, Broadcom
Investors are looking ahead to Nvidia CEO Jensen Huang speaking at the Consumer Electronics Show and what that could mean for the artificial intelligence trade. CNBC's "Worldwide Exchange" also looks at tech top picks outside the "Magnificent Seven" where investors see big upside in 2025. Nvidia and an AI inflection point? Nvidia Chief Executive Jensen Huang will speak at the Consumer Electronics Show (CES) with some investors and analysts viewing it as an inflection point for the AI trade. "This stock really hasn't done anything [since the election], it has trailed Marvell and Broadcom ," Joel Kulina of Wedbush said on "Worldwide Exchange."
Persons: Jensen Huang, Joel Kulina, Wedbush, Kulina, Jensen, Blackwell, Axsome, Kevin Mahn, Walsh, Jason Bazinet, Bazinet Organizations: Nvidia, Consumer Electronics, Marvell, Broadcom, Blackwell, Exchange, Hennion, Pharmaceutical, Citi
Chip stocks have been one of the premier trades on Wall Street over the last two years. If the first few trading days of 2025 are any indication, the group's strength is likely to continue. Semiconductor stocks, despite their overall strong 2024 performance, are coming off a sluggish month, ending December flat. Higher semiconductor stocks are boosting index futures to start the week. We view consensus estimates as too low given tailwinds and favorable comps through 2025."
Persons: Nvidia, Taiwan's Foxconn, Jensen Huang, Jensen, Joel Kulina, CNBC's Frank Holland, Blackwell, Jimmy Carter, TD Cowen, AAL, Tom Fitzgerald Organizations: VanEck Semiconductor, Nvidia, Broadcom, Micron Technology, Semiconductor, Consumer, Blackwell, Monday's, Dow Jones Industrial, Nasdaq, Airlines Locations: Las Vegas, U.S
Trading the Earnings from Two Tech Giants: Meta and Microsoft
  + stars: | 2024-10-31 | 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 EmailTrading the Earnings from Two Tech Giants: Meta and MicrosoftWedbush's Joel Kulina breaks down the key takeaways from Meta and Microsoft's latest results.
Persons: Microsoft Wedbush's Joel Kulina Organizations: Tech Giants, Meta, Microsoft Locations: Meta
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