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Josh Koren - 7 Koren - 4 CNBC's - 3 Yang Wang - 1 Wang - 1 Stephanie Keith - 1 Brian Olsavsky - 1 Meta - 1
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7 mentions found


☆ Nvidia stock could plunge 20% if Big Tech starts to signal this one change, fund manager says
  + stars: | 2024-08-29 | by ( Arjun Kharpal | ) www.cnbc.com   time to read: +3 min
Microsoft said June quarter capex rose more than 77% year-on-year to $19 billion. Koren and his firm do not own Nvidia stock. Analysts give Nvidia upside potential of 15.8% on average, according to FactSet data on Thursday. "Nvidia will still take the lion's share of, to our estimates, $700 billion of capex over the next two and a half years. So the outlook should still be strong for Nvidia," Wang told CNBC's "Squawk Box Europe" on Wednesday.
Persons: Josh Koren, CNBC's, Koren, Yang Wang, Wang Organizations: Nvidia, Microsoft, Google, Tech, Musketeer Capital Partners, AMD, Counterpoint Research
☆ Tech stocks wrap up steepest three-week slump in two years, led by plunge in Amazon and Intel
  + stars: | 2024-08-02 | by ( Ari Levy | ) www.cnbc.com   time to read: +6 min
Amazon and Apple both reported earnings on Thursday, with Amazon missing on revenue and issuing a disappointing forecast and Apple showing top-line growth of just 5%. The one mega-cap tech company that's yet to release results is Nvidia, which has been the biggest winner in the AI boom. The stock is down 17% over the Nasdaq's three-week slump, though it's still up more than 110% for the year. Intel reported a big earnings miss and announced a mass restructuring that includes eliminating 15% of its staff. CEO Pat Gelsinger told CNBC on Friday that it's the "most substantial restructuring of Intel since the memory microprocessor transition four decades ago."
Persons: Stephanie Keith, Josh Koren, Koren, CNBC's, Brian Olsavsky, Meta, Mark Zuckerberg, Zuckerberg, it's, Pat Gelsinger, INTC, Bernstein Organizations: Nasdaq, Bloomberg, Getty, Labor Department, Musketeer Capital Partners, Apple, Amazon, Microsoft, Mizuho, Meta, Wall, Nvidia, Intel, CNBC, KeyBanc, Markets Locations: New York, freefall, U.S
☆ 'Best idea...ever': Fund manager predicts 10-fold rise in this e-commerce stock
  + stars: | 2024-07-16 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Jumia Technologies , a pan-African e-commerce company listed on the New York Stock Exchange, could see its value increase tenfold or more in the coming years, according to hedge fund manager Josh Koren. The company's stock has surged over 270% year-to-date, but Koren, a portfolio manager and chief investment officer of Musketeer Capital , believes it still has significant room to run. Jumia's stock has experienced significant volatility since its initial public offering in 2019. "This company right now is only a $1.2 billion company. "The U.S. has a trillion [dollar e-commerce market cap company].
Persons: Josh Koren, Jumia, Koren, They're, Elon Musk's Starlink, Fawne Jiang Organizations: Technologies, New York Stock Exchange, Musketeer, CNBC Pro, Jumia, Benchmark Locations: Africa, China, Asia, tailwinds
☆ AMD stock has 'a lot of room' to grow, Musketeer Capital Partners founder says
  + stars: | 2024-05-21 | 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 EmailAMD stock has 'a lot of room' to grow, Musketeer Capital Partners founder saysJosh Koren, founder of Musketeer Capital Partners, comments on the U.S. markets and why he prefers AMD to Nvidia.
Persons: Josh Koren Organizations: Musketeer Capital Partners, AMD, Nvidia
☆ Nvidia is 'expensive and clearly crowded,' Musketeer Capital Partners founder says
  + stars: | 2024-02-21 | 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 EmailNvidia is 'expensive and clearly crowded,' Musketeer Capital Partners founder saysJosh Koren, founder of Musketeer Capital Partners, discusses expectations around Nvidia's results, and explains why its valuation is so high.
Persons: Josh Koren Organizations: Nvidia, Musketeer Capital Partners
☆ Apple's sales plunged in China — these are the iPhone giant's 5 biggest problems right now
  + stars: | 2024-02-02 | by ( Arjun Kharpal | ) www.cnbc.com   time to read: +4 min
Andrew Caballero-Reynolds | AFP | Getty ImagesApple is facing renewed challenges in China, one of its most critical markets. The iPhone giant's sales in the greater China region in the December quarter fell nearly 13% to $20.8 billion. "This increased competition exerts pressure on both Apple's older models and the base models of its new series." For a long time, Apple has been seen as a luxury brand in China with high appeal among younger audiences. GeopoliticsAnd like many foreign technology firms operating in China, the specter of geopolitics constantly hangs over.
Persons: Tim Cook, Andrew Caballero, Reynolds, Will Wong, Shah, Josh Koren, CNBC's, Gen, Koren, Apple Organizations: Economic Cooperation, APEC, Apple, AFP, Getty, Huawei, IDC, CNBC, Musketeer Capital Partners, Samsung, Bloomberg Locations: Asia, San Francisco, China, Cupertino , California, 4Q23, Xiaomi
☆ Arm IPO could benefit from low free float and 'scarcity value,' analyst says
  + stars: | 2023-09-13 | by ( Ganesh Rao | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArm IPO could benefit from low free float and 'scarcity value,' analyst saysJosh Koren, chief investment officer at Musketeer Capital Partners, said Arm's stock price after IPO could benefit from the lack of pure play chip and AI stocks on the market, alongside a low free float for public investors.
Persons: Josh Koren Organizations: Musketeer Capital Partners
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