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Top related persons:
Goldman Sachs - 2 Jason Helfstein Jason Helfstein - 2 Oppenheimer - 2 Jason Helfstein - 1 Brent Thill - 1 Bank of America's Justin Post - 1 Doug Anmuth - 1 Eric Sheridan - 1
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Search resuls for: "Oppenheimer's Jason Helfstein"


9 mentions found


☆ What Wall Street expects from Amazon, Apple earnings after the bell
  + stars: | 2024-10-31 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Wall Street faces another key litmus test Thursday with results from megacap technology giants Apple and Amazon . For Apple, Wall Street also wants to see its latest iPhone pick up steam, and investors seek more insight into when the company's AI initiative will begin lifting sales. For Apple, Wall Street expects EPS of $1.60 on $94.58 billion in revenue. Amazon's retail business also remains top of mind for Wall Street ahead of the busy holding shopping period. Apple For Apple, Wall Street is eagerly searching for signs of strong demand for its latest iPhone model and updates on its AI strategy.
Persons: Jason Helfstein, Brent Thill, Bank of America's Justin Post, Doug Anmuth, Goldman Sachs, Eric Sheridan, Ronald Josey, Morgan Stanley, Erik Woodring, Jefferies, Edison Lee, Samik Chatterjee, Davidson's Gil Luria, Wamsi Mohan, Tim Long, AAPL, Long Organizations: Apple, Nasdaq, Microsoft, Wall, LSEG, Amazon, StreetAccount, Jefferies, Bank of America's, Apple Intelligence, " Bank of America, Barclays Locations: Amazon
☆ Alphabet is not a 'favored' name among investors right now, says Oppenheimer's Jason Helfstein
  + stars: | 2024-10-29 | 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 EmailAlphabet is not a 'favored' name among investors right now, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer analyst, joins 'Squawk on the Street' to discuss what Helfstein is looking for Alphabet to say about its spending on AI, the biggest headwind for Alphabet, and much more.
Persons: Jason Helfstein Jason Helfstein, Oppenheimer
☆ These stocks are set to move the most on earnings this week
  + stars: | 2024-10-14 | by ( Alex Harring Nick Wells | Alex Harring | Nick Wells | ) www.cnbc.com   time to read: +2 min
Some well-known stocks could see big moves on the back of earnings reports this week. CNBC Pro screened to find the stocks that could see the biggest swings in either direction following their earnings releases this week. While the typical analyst polled by LSEG has a hold, they expect a rebound ahead with a price target suggesting shares can bounce more than 13%. Analysts surveyed by LSEG have a buy rating and price target suggesting shares can climb 7%. The average analyst surveyed by LSEG has a buy rating, with a price target suggesting shares should hover around flat for the next year.
Persons: Goldman Sachs, LSEG, Lawson Winder, Oppenheimer's Jason Helfstein Organizations: Columbus Day, United Airlines, CNBC Pro, CNBC, Walgreens, WBA, Walgreens Boots Alliance, Amazon, Dow Jones, Alcoa, Bank of America, Netflix
☆ Now's the time to buy Meta shares if you're a long-term investor: Oppenheimer's Jason Helfstein
  + stars: | 2024-04-25 | 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 EmailNow's the time to buy Meta shares if you're a long-term investor: Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer, joins 'Squawk on the Street' to discuss if Meta's concerns are about growth or spend, if Mark Zuckerberg has earned the right to be called a disciplined spender, and more.
Persons: Oppenheimer's Jason Helfstein Jason Helfstein, Oppenheimer, Mark Zuckerberg, spender
☆ Google is putting too many guardrails on its AI, says Oppenheimer's Jason Helfstein
  + stars: | 2024-02-26 | 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 EmailGoogle is putting too many guardrails on its AI, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer internet equity research managing director, joins 'Fast Money' to talk Google's AI struggles and where it goes from here.
Persons: Jason Helfstein Jason Helfstein Organizations: Oppenheimer
☆ Alphabet's A.I. not trained to go in a consumer direction, says Oppenheimer's Jason Helfstein
  + stars: | 2023-02-10 | 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 EmailAlphabet's A.I. not trained to go in a consumer direction, says Oppenheimer's Jason HelfsteinOppenheimer's Jason Helfstein and CNBC's Steve Kovach join 'Power Lunch' to discuss Google's rough start in the battle of the bots, and where the company is headed from here.
☆ Alphabet appears well positioned going into earnings, says Oppenheimer's Jason Helfstein
  + stars: | 2023-01-20 | 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 EmailAlphabet appears well positioned going into earnings, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer & Company senior analyst, joins 'Closing Bell' to discuss Google's competition with ChatGBT, understanding the ChatGPT business model, and upcoming earnings reports.
☆ Watch CNBC's full interview with Oppenheimer's Jason Helfstein
  + stars: | 2022-10-18 | 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 EmailWatch CNBC's full interview with Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer head of internet research, joins 'Power Lunch' to discuss positive expectations for Netflix's earnings results, the cancelation reduction force of Netflix's new ad tier, and Amazon's adoption of live sports programming.
☆ Netflix churn should get better in the fourth quarter, says Oppenheimer's Jason Helfstein
  + stars: | 2022-10-18 | 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 EmailNetflix churn should get better in the fourth quarter, says Oppenheimer's Jason HelfsteinJason Helfstein, Oppenheimer head of internet research, joins 'Power Lunch' to discuss positive expectations for Netflix's earnings results, the cancelation reduction force of Netflix's new ad tier, and Amazon's adoption of live sports programming compared to Netflix's lack of coverage.
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