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In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD will be a big winner of AI, says Light Street Capital's Glen KacherGlen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss whether mega cap stocks can maintain momentum.
Persons: Glen Organizations: AMD, Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSkepticism in AI is healthy for the tech sector, says Light Street's Glen KacherGlen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss markets, tech earnings and the market rotation.
Persons: Glen Organizations: Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Light Street Capital's Glen Kacher and Solus’ Dan GreenhausLight Street Capital's Glen Kacher and Solus’ Dan Greenhaus, join 'Closing Bell' to discuss markets, tech earnings and the market rotation.
Persons: Kacher, Dan, Dan Greenhaus
Light Street's Glen Kacher: Nvidia looks really tasty
  + stars: | 2024-05-22 | 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 EmailLight Street's Glen Kacher: Nvidia looks really tastyGlen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss the sustainability of the AI rally and outlook for the technology.
Organizations: Nvidia, Capital
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect to see Tesla's multiple continue to fall, says Light Street's Glen KacherGlen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss what’s next for Nvidia and the tech sector.
Persons: Glen, what’s Organizations: Capital, Nvidia
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia's stock will be close to a double in 1-2 years, says Light Street's Glen KacherGlen Kacher, Light Street Capital founder and CIO, joins 'Closing Bell' to discuss if there's any interest in investing in Reddit, if we're currently in the dawn of a new AI revolution, and much more.
Persons: Glen, we're Organizations: Capital Locations: Reddit
Light Street returned 12.4% in January, easily besting the market and its tech-investing peers. Fellow Tiger Cubs like Tiger Global, D1, and Lone Pine were also positive for the month. AdvertisementLight Street Capital followed up a big 2023 — when the tech investor returned 46% — with a 12.4% gain in January, several sources told Business Insider. The San Francisco-based manager, run by Glen Kacher, is one of several Tiger Cubs to start the year above the market. This story is available exclusively to Business Insider subscribers.
Persons: , Glen Kacher, Chase, Alex Sacerdote's Organizations: Fellow Tiger Cubs, Tiger, Nvidia, Meta, Service, Capital, Business, Tiger Cubs Locations: Lone Pine, San Francisco
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLight Street's Glen Kacher names these companies as the 'AI 5' to watchGlen Kacher, Light Street Capital founder, joins 'Closing Bell' to discuss whether or not it's time to trim tech and where else investors can find opportunities.
Persons: Glen Organizations: Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Light Street's Glen Kacher, Virtus’ Joe Terranova and Hightower’s Stephanie LinkLight Street's Glen Kacher, Virtus’ Joe Terranova and Hightower’s Stephanie Link, join 'Closing Bell' to discuss whether or not it's time to trim tech and where else investors can find opportunities.
Persons: Kacher, Virtus ’ Joe Terranova, Hightower’s Stephanie Link Organizations: Virtus ’
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAI reshaping what was the dominant computing architecture, say Light Street Capital's Glen KacherGlen Kacher, Josh Brown, Jenny Harrington, and Jim Lebenthal , joins 'Halftime Report' to discuss the tech trade struggling after the Fed decision and dollar rally working against the equity market.
Persons: Glen Kacher, Josh Brown, Jenny Harrington, Jim Lebenthal
Nasdaq on pace for worst week since August 4
  + stars: | 2023-09-21 | 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 EmailNasdaq on pace for worst week since August 4Glen Kacher, Josh Brown, Jenny Harrington, and Jim Lebenthal join 'Halftime Report' to discuss the tech trade struggling after the Fed decision, the dollar rally working against the equity market, and more.
Persons: Glen Kacher, Josh Brown, Jenny Harrington, Jim Lebenthal Organizations: Nasdaq
Raindrops hang on a sign for Wall Street outside the New York Stock Exchange in Manhattan in New York City, New York, U.S., October 26, 2020. The deadline for so-called 13-F filings for the second quarter is on Monday. 2023 has been a better year for investors, with the S&P 500 (.SPX) stock market index up 16% in the first half after a 20% drop in full-year 2022. IPhone maker Apple (AAPL.O), retailer Amazon, electric vehicle maker Tesla (TSLA.O), chip maker Nvidia and technology company Meta are among the group that accounted for 73% of the market's gains. Second-quarter filings suggest many hedge funds ramped up their bets on technology stocks that suffered last year.
Persons: Mike Segar, Meta's, Philippe Laffont, Svea Herbst, Bayliss, Matthew Lewis Organizations: Wall, New York Stock Exchange, REUTERS, Amazon.com, Meta, Coatue Management, Microsoft, Tiger Global Management, Nvidia, Investment, Securities and Exchange, Apple, Svea, Thomson Locations: Manhattan, New York City , New York, U.S, New York
After three years of haphazard plans for getting workers back at their desks, the return-to-office movement has entered a phase of remorse. Envoy interviewed more than 1,000 U.S. company executives and workplace managers who work in-person at least one day per week. Kathy Kacher, a consultant who advises corporate executives on their return-to-office plans, is surprised the percentage isn't higher. "A lot of executives have egg on their faces and they're sad about that." The 'great resignation' to the 'great regret'As some business leaders accept hybrid work as a permanent reality, others are backtracking on earlier pledges to let employees work from home on a full or part-time basis.
Persons: Larry Gadea, it's, Kathy Kacher, pushback, Kacher, Who's Organizations: CNBC, Alliance Services, WFH Research, Disney, New York Times, Research, Companies Locations: U.S, BlackRock, New York City
More companies are backtracking on earlier pledges to let employees work from home on a full or part-time basis. Across industries, major corporations including Disney, Twitter and Starbucks are requiring employees to spend more time at the office. Marc Benioff, CEO of Salesforce, is the latest leader to appear to reverse course after embracing remote work and criticizing return-to-office mandates. "Our hybrid approach empowers leaders to make decisions for their teams about how and where they work," a Salesforce spokesperson said in a statement. "And if leaders at big companies are adjusting their return to office policies, others will see that and think, 'I can do the same.'"
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Glen Kacher, founder and CIO of Light Street CapitalGlen Kacher, founder and CIO of Light Street Capital, joins 'Halftime' to discuss the FDIC backing Silicon Valley Bank deposits, the successor to SVB and the Fed's likely rate response to SVB.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSVB backstop a roadmap for how to protect depositors, says Light Street Capital's Glen KacherGlen Kacher, founder and CIO of Light Street Capital, joins 'Halftime' to discuss the FDIC backing Silicon Valley Bank deposits, the successor to SVB and the Fed's likely rate response to SVB.
Rear Admiral Fred Kacher, director for operations of the Joint Staff, during a Senate Appropriations Subcommittee hearing in Washington, DC, US, on Thursday, Feb. 9, 2023. Senator Lisa Murkowski (R-AK) questions witnesses during a Senate Appropriations Defense Subcommittee hearing on Capitol Hill about the suspected Chinese spy balloon that was shot down in Washington, U.S., February 9, 2023. The hearing was part of a series of events Thursday morning in Congress, all related to the spy balloon. In the House, a resolution condemning "the Chinese Communist Party's use of a high-altitude surveillance balloon" passed unanimously, 419-0. That vote took place shortly after House members received a classified briefing about the balloon and the recovery efforts from defense and intelligence officials.
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