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Under a 25% tariff on goods from China, the Wall Street investment bank sees an EPS loss for Apple of 9.2%. Those estimates make Apple the fifth most vulnerable tech company to potential tariffs on goods from China in Morgan Stanley's research coverage. Bank of America analyst Wamsi Mohan agrees, seeing any tariff impact as "manageable." He sees a 60% tariff on Chinese goods possibly resulting in about a 4% hit to Apple's EPS. By contrast, Dell – which he noted looks positioned to be "most vulnerable" to tariffs – could see an EPS impact of up to about 90%, according to his model.
Persons: Donald Trump's, Tim Cook's Apple, Morgan Stanley, Erik Woodring, Trump, Tesla, , Morgan, it's, Angelo Zino, Zino, Wamsi Mohan, Apple, Bernstein, Toni Sacconaghi, Sacconaghi, It's, BofA's Mohan, Mohan, Jason Snipe Organizations: Apple, Wall, CNBC, of, Bank of America, Dell, Odyssey Capital, Apple Intelligence Locations: China, U.S, India, Vietnam, Malaysia
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's still more upside in tech, but in certain names, says Odyssey's Jason SnipeJason Snipe, Odyssey Capital Advisors principal, join 'Closing Bell' to discuss the tech sector's mega cap momentum, winners in the sector and his outlook.
Persons: Jason Snipe Jason Snipe Organizations: Odyssey Capital Advisors
Trade Tracker: Jason Snipe sells the XLE Energy ETF
  + stars: | 2024-09-27 | 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 EmailTrade Tracker: Jason Snipe sells the XLE Energy ETFJason Snipe, founder and CIO at Odyssey Capital Advisors, joins CNBC’s “Halftime Report” to explain why he's getting out of Energy.
Persons: Jason Snipe, Snipe, he's Organizations: Energy, Odyssey Capital Advisors Locations: Energy
Trade Tracker: Jason Snipe buys more Blackstone & sells Marriott
  + stars: | 2024-07-19 | 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 EmailTrade Tracker: Jason Snipe buys more Blackstone & sells MarriottJason Snipe, founder and CIO of Odyssey Capital Advisors, joins CNBC’s “Halftime Report” to detail his latest trades.
Persons: Jason Snipe, Snipe Organizations: Blackstone, Marriott, Odyssey Capital Advisors
Trade Tracker: Jason Snipe sells Fedex
  + stars: | 2024-06-21 | 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 EmailTrade Tracker: Jason Snipe sells FedexJason Snipe, founder and CIO at Odyssey Capital Advisors. joins CNBC’s “Halftime Report” to discuss his latest sale.
Persons: Jason Snipe, Snipe Organizations: Fedex, Odyssey Capital Advisors
Trade Tracker: Jason Snipe buys more Uber
  + stars: | 2024-05-14 | 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 EmailTrade Tracker: Jason Snipe buys more UberJason Snipe, Founder and CIO of Odyssey Capital Advisors joins CNBC’s “Halftime Report” to explain why he's buying more Uber here.
Persons: Jason Snipe Organizations: Odyssey Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoogle's Gemini is a great generative AI for the consumer, says Evercore ISI's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore, Mark Mahaney Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Evercore ISI's Mark Mahaney and Odyssey's Jason SnipeMark Mahaney, Evercore ISI head of internet research, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss the mega-cap tech earnings and which company is winning in the AI race.
Persons: Evercore ISI's Mark Mahaney, Jason Snipe Mark Mahaney, Jason Snipe Organizations: Odyssey Capital Advisors
Trade Tracker: Jason Snipe buys Uber
  + stars: | 2024-04-23 | 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 EmailTrade Tracker: Jason Snipe buys UberJason Snipe, founder and CIO at Odyssey Capital Advisors, joins CNBC's "Halftime Report" to discuss his most recent portfolio move.
Persons: Jason Snipe Organizations: Odyssey Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Jason Snipe, Alex Kantrowitz, and Joe TerranovaJason Snipe, Odyssey Capital Advisors principal, Alex Kantrowitz, Big Technology founder, and Joe Terranova, senior managing director at Virtus Investment Partners, join CNBC's 'Closing Bell' to discuss what to watch in Netflix earnings, mega caps, and more.
Persons: Jason Snipe, Alex Kantrowitz, Joe Terranova Jason Snipe, Joe Terranova, CNBC's Organizations: Odyssey Capital Advisors, Big Technology, Virtus Investment Partners
Trade Tracker: Jason Snipe trims Nvidia
  + stars: | 2024-04-11 | 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 EmailTrade Tracker: Jason Snipe trims NvidiaJason Snipe, founder and CIO at Odyssey Capital Advisors, joins CNBC's 'Halftime Report' to explain why he's trimming high-flying Nvidia.
Persons: Jason Snipe Organizations: Odyssey Capital Advisors, Nvidia
Netflix Q4 earnings on deck: What you need to know
  + stars: | 2024-01-23 | 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 EmailNetflix Q4 earnings on deck: What you need to knowJason Snipe, founder and CIO at Odyssey Capital Advisors, and Alex Kantrowitz, Big Technology founder, join 'Closing Bell' to discuss Netflix ahead of the company reporting earnings.
Persons: Jason Snipe, Alex Kantrowitz Organizations: Netflix, Odyssey Capital Advisors, Big Technology
Netflix earnings: Here's what to expect
  + stars: | 2024-01-22 | 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 EmailNetflix earnings: Here's what to expectJoe Terranova, senior managing director at Virtus Investment Partners, and Jason Snipe, founder and CIO at Odyssey Capital Advisors, join CNBC's Halftime Report' to discuss what they're watching from the streaming platform and more.
Persons: Joe Terranova, Jason Snipe Organizations: Virtus Investment Partners, Odyssey Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bernstein's Stacy Rasgon, Odyssey’s Jason Snipe and Virtus' Joe TerranovaStacy Rasgon, Bernstein senior analyst, Jason Snipe, chief investment officer at Odyssey Capital Advisors, and Joe Terranova, Virtus Investment Partners chief market strategist, join 'Closing Bell' to discuss chip giant Nvidia ahead of the company's earnings report.
Persons: Bernstein's Stacy Rasgon, Jason Snipe, Joe Terranova Stacy Rasgon, Bernstein, Joe Terranova Organizations: Virtus, Odyssey Capital Advisors, Virtus Investment Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAlphabet shares plummet after cloud revenue falls short. What the pros say to do nextJim Cramer, veteran tech investor Paul Meeks, Michael Morris of Guggenheim Securities, Stephanie Link of Hightower Advisors and Jason Snipe of Odyssey Capital Advisors discussed Alphabet after the company reported third-quarter results that beat on the top and bottom lines but missed on cloud revenue estimates.
Persons: Jim Cramer, Paul Meeks, Michael Morris, Stephanie Link, Jason Snipe Organizations: Guggenheim Securities, Hightower Advisors, Odyssey Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia earnings report will be strong, says Odyssey Capital's Jason SnipeJason Snipe, chief investment officer at Odyssey Capital Advisors, joins 'Halftime Report' to discuss Alphabet's declining shares, Microsoft's earnings beat, and more.
Persons: Jason Snipe Jason Snipe Organizations: Odyssey Capital Advisors
Tesla and Netflix Q3 earnings: What to expect
  + stars: | 2023-10-18 | 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 EmailTesla and Netflix Q3 earnings: What to expectDan Ives, Wedbush analyst, Alex Kantrowitz, Big Technology founder, and Jason Snipe, founder & CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss Netflix and Tesla as both companies report their earnings after the bell.
Persons: Dan Ives, Alex Kantrowitz, Jason Snipe, Tesla Organizations: Netflix, Big Technology, Odyssey Capital Advisors
Tesla and Netflix earnings: Here's what to expect
  + stars: | 2023-10-18 | 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 EmailTesla and Netflix earnings: Here's what to expectDan Ives, Wedbush analyst, Alex Kantrowitz, Big Technology founder, and Jason Snipe, founder & CIO at Odyssey Capital Advisors, join 'Closing Bell' to discuss Netflix and Tesla as both companies report their earnings after the bell.
Persons: Dan Ives, Alex Kantrowitz, Jason Snipe, Tesla Organizations: Netflix, Big Technology, Odyssey Capital Advisors
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNew report indicates sluggish iPhone 15 sales in China. How to play Apple stock right nowBryn Talkington of Requisite Capital Management, Dan Ives of Wedbush Securities and Jason Snipe of Odyssey Capital Advisors discussed Apple as analysts say they are starting to see signs of slowing demand for the iPhone 15 in China.
Persons: Bryn Talkington, Dan Ives, Jason Snipe Organizations: Apple, Management, Wedbush Securities, Odyssey Capital Locations: China
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCostco beat on earnings, stock upgraded by firms. Here's what the pros say to do nextJim Cramer, Jason Snipe of Odyssey Capital Advisors and Joe Terranova of Virtus Investment Partners talked about Costco after the company reported fiscal fourth-quarter results that beat on the top and bottom lines and saw an 8% uptick in memberships year-over-year.
Persons: Jim Cramer, Jason Snipe, Joe Terranova Organizations: Costco, Odyssey Capital, Virtus Investment Partners
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArm shares soar in market debut. Here's why the pros are not buying the stock right now. Jim Cramer, Jim Lebenthal of Cerity Partners, Jason Snipe of Odyssey Capital Advisors and Steve Weiss of Short Hills Capital discussed Arm Holdings after shares surged following the company's IPO Thursday.
Persons: Jim Cramer, Jim Lebenthal, Jason Snipe, Steve Weiss Organizations: Cerity Partners, Odyssey Capital, Short Hills, Arm Holdings
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's new iPhone release isn't likely to push stock above 52-week high, says Odyssey's Jason SnipeOdyssey Capital Advisors' Jason Snipe joins 'Closing Bell' to discuss Apple's upcoming product release, judging consumer health based on Apple's performance and tips for investing in cloud and AI.
Persons: Jason, Jason Snipe Organizations: Capital
On Thursday's "Ask Halftime," traders answered questions from CNBC Pro subscribers about which stocks and commodities to buy, hold or sell right now. Jenny Harrington of Gilman Hill Asset Management discussed why Devon Energy 's stock is better to hold on to for the long term rather than trading it on a seasonal basis. Odyssey Capital Advisors' Jason Snipe reviewed the negative effect the Blue Cross Blue Shield deal with Amazon pharmacy could have on CVS ' shares. Finally, Shannon Saccocia of Neuberger Berman Private Wealth said there are many potential tailwinds for gold in the near future.
Persons: Jenny Harrington, Jason Snipe, Shannon Saccocia, Neuberger Berman, Wealth Organizations: CNBC Pro, Management, Devon Energy, Odyssey Capital, Amazon, CVS Locations: Devon
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple extends post-earnings declines. Here's what the pros are sayingJim Cramer, Stephanie Link of Hightower Advisors, Gene Munster of Deepwater Asset Management, Barton Crockett of Rosenblatt Securities, Joe Terranova of Virtus Investment Partners and Jason Snipe Odyssey Capital Advisors discussed Apple as the stock continued to fall following its worst week of 2023.
Persons: Jim Cramer, Stephanie Link, Gene Munster, Barton Crockett, Joe Terranova, Jason Organizations: Apple, Hightower Advisors, Deepwater Asset Management, Rosenblatt Securities, Virtus Investment Partners, Capital
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailAMD drops despite top and bottom line earnings beats. Here's what the pros are sayingBryn Talkington of Requisite Capital Management, Joe Terranova of Virtus Investment Partners and Jason Snipe of Odyssey Capital Advisors discussed AMD after it reported better-than-expected second-quarter earnings and revenue but issued guidance that disappointed analysts..
Persons: Bryn Talkington, Joe Terranova, Jason Snipe Organizations: AMD, Management, Virtus Investment Partners, Odyssey Capital
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