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Top related persons:
Mike Genovese - 2 Rosenblatt - 1 It's - 1 Kevin Cassidy - 1 — CNBC's Michael Bloom - 1 Genovese - 1 CNBC's Michael Bloom - 1
Top related locs:
Ambarella 4Q23
Top related orgs:
AMD - 1 Nvidia - 1 Qualcomm - 1 Rambus - 1 Rosenblatt Securities - 1

Search resuls for: "Mike Genovese"


3 mentions found


☆ Rosenblatt names its top picks to play the ‘age of A.I. gold rush’
  + stars: | 2023-08-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Rosenblatt is calling out its favorite networking and semiconductor stocks as the "age of AI gold rush" kicks into high gear. That's creating an attractive setup for what Rosenblatt views as the "picks and shovels" in the networking and semiconductor industries. "Most large enterprises want to train and run large AI applications in the Cloud, but only a small portion of existing Cloud infrastructure can support it." Beyond the pure-play semiconductor names tied to AI, Rosenblatt is placing its bets on Coherent . Ambarella is another beneficiary of the growing need for to handle sophisticated AI models, down about 17% this year.
Persons: Rosenblatt, It's, Mike Genovese, Kevin Cassidy, — CNBC's Michael Bloom Organizations: AMD, Nvidia, Qualcomm, Rambus Locations: Ambarella
☆ Buy this semiconductor stock that can rally more than 35% after an overdone sell-off, Rosenblatt says
  + stars: | 2023-08-17 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
Investors shouldn't shy away from Coherent despite a lower 2024 forecast, according to Rosenblatt Securities. Shares sold off Wednesday after the company issued disappointing fiscal-year earnings guidance, dropping nearly 30%. "The good news is Coherent received very large 800G Datacom for AI orders in 4Q23 that drove Networking orders up 80% q.q [quarter-over-quarter]." Meanwhile, Genovese says Coherent could be the largest beneficiary of the growth of 800G optical transceivers, which streamline data transmission and gives the company ample exposure to AI. "COHR is the #1 beneficiary of 800G Optical demand for AI, in our opinion," he said.
Persons: Mike Genovese, Genovese, CNBC's Michael Bloom Organizations: Rosenblatt Securities Locations: 4Q23
☆ Earnings playbook: The investing game plan as retail giants Walmart and Target wrap up the season
  + stars: | 2022-08-14 | by ( Fred Imbert | ) www.cnbc.com   time to read: +8 min
Tuesday Walmart is set to report earnings before the bell, followed by a conference call at 8 a.m. Home Depot is set to report earnings before the opening bell, with management slated to hold a call at 9 a.m. Wednesday Target is set to report earnings in the premarket, with a conference call slated for 8 a.m. Cisco Systems is set to report earnings after the bell. Thursday Kohl's is set to report earnings before the bell, with a call slated for 9 a.m.
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