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☆ Melius' Ben Reitzes looks ahead to Nvidia earnings
  + stars: | 2024-11-18 | 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 EmailMelius' Ben Reitzes looks ahead to Nvidia earningsBen Reitzes, Melius Research Head of Technology Research, joins 'Closing Bell Overtime' to talk what to expect from Nvidia earnings.
Persons: Ben Reitzes Organizations: Technology Research, Nvidia
☆ There's a ton of upside to Nvidia's growth estimate next year, says Melius’ Ben Reitzes
  + stars: | 2024-10-14 | 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 EmailThere's a ton of upside to Nvidia's growth estimate next year, says Melius’ Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Nvidia's bull run, market outlook, demand for Blackwell, and more.
Persons: Melius ’ Ben Reitzes Ben Reitzes, Blackwell
☆ Our 3 chip stocks tend to finish the year strong — but 1 needs to play catch up
  + stars: | 2024-10-07 | by ( Jeff Marks | ) www.cnbc.com   time to read: +3 min
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Apple , Amazon , DuPont , and Constellation Brands all saw their ratings lowered by different Wall Street analysts. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Ben Reitzes, Melius, Duckhorn, Wells, Jim Cramer's, Jim Organizations: CNBC, ., Nvidia, Devices, Broadcom, Melius Research, VanEck Semiconductor, AMD, Apple, DuPont, Constellation Brands, Wall, Morning, Constellation, PepsiCo, Jim Cramer's Charitable Locations: NAPA, Wells Fargo
☆ Microsoft will be an early driver of AI agents, says Melius' Ben Reitzes
  + stars: | 2024-10-04 | 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 EmailMicrosoft will be an early driver of AI agents, says Melius' Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Closing Bell: Overtime' to discuss tech, the next wave of AI and his outlook on the semiconductor sector.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Microsoft
☆ Melius' Ben Reitzes on why Nvidia remains his top chip stock
  + stars: | 2024-09-27 | 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 EmailMelius' Ben Reitzes on why Nvidia remains his top chip stockBen Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss the recent global chip stocks rally, AI chips demand outlook, his top chip stock pick, and more.
Persons: Ben Reitzes Organizations: Nvidia
☆ Monday's analyst calls: Alphabet gets a price target cut, GE spin-off a buy
  + stars: | 2024-09-16 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +9 min
Evercore ISI lowered its price target on Alphabet to $200 from $225 , citing antitrust worried. Analyst Atif Malik's $130 price target, up from $119, implies that the stock could rally 17% from here. The firm upgraded the software giant to a buy rating and hiked its price target to $210 from $155. The investing firm downgraded the online bank to neutral from buy and removed its $44 price target. — Lisa Kailai Han 5:49 a.m.: Evercore ISI trims Alphabet price target Alphabet's antitrust issues will limit upside going forward, according to Evercore ISI.
Persons: Atif, Malik, — Lisa Kailai Han, Ben Reitzes, Reitzes, BTIG, Vincent Caintic, Caintic, Lisa Kailai Han, KeyBanc, Justin Patterson, Patterson, GE Vernova, Julian Mitchell nodded, Mitchell, Mark Mahaney, Mahaney, Fred Imbert Organizations: CNBC, ISI, Barclays, GE Vernova, Citi, Oracle Melius Research, Oracle, Ally, Spotify, TAM, GE, General Electric, Electric Utilities, DOJ, Google, Microsoft, TAC Locations: Friday's, MI, United States, U.S
☆ Nvidia earnings: How to play the stock
  + stars: | 2024-09-11 | 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 EmailNvidia earnings: How to play the stockBen Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss Nvidia's recent stock performance, if Nvidia's stock will track macroeconomic concerns, and much more.
Persons: Ben Reitzes
☆ The problem with Intel is they are doing so many things at once, says Melius’ Ben Reitzes
  + stars: | 2024-08-02 | 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 EmailThe problem with Intel is they are doing so many things at once, says Melius’ Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Fast Money' to discuss Intel as the company's shares cratered 26% after it announced weak guidance and layoffs.
Persons: Melius ’ Ben Reitzes Ben Reitzes Organizations: Intel
☆ We're adding to this beaten-up chipmaker and would be buyers of a peer stock
  + stars: | 2024-08-02 | by ( Jeff Marks | ) www.cnbc.com   time to read: +3 min
Following the trade, Jim Cramer's Charitable Trust will own 700 shares of AVGO, increasing its weighting in the portfolio to 3.16% from 2.94%. The stock market is headed for another rough day as concerns about the economy grow. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer's, payrolls, Ben Reitzes, Dell, Lisa Su, Jim Cramer, Jim Organizations: Broadcom, AVGO, Federal Reserve, VMware, Intel, Melius Research, HP, AMD, CNBC Locations: U.S
☆ Long-term AI will 'eat a lot of software', says Melius' Ben Reizes
  + stars: | 2024-07-25 | 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 EmailLong-term AI will 'eat a lot of software', says Melius' Ben ReizesBen Reitzes, Melius Research Head of Technology Research, joins 'Closing Bell Overtime' to talk Google pulling back today on SearchGPT news.
Persons: Melius, Ben Reizes Ben Reitzes Organizations: Technology Research, Google
☆ China is the single biggest existential risk to chip stocks, says Melius’ Ben Reitzes
  + stars: | 2024-07-19 | 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 EmailChina is the single biggest existential risk to chip stocks, says Melius’ Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Squawk Box' to discuss the state of the chips sector, risk posed by China, his favorite chip stocks, and more.
Persons: Melius ’ Ben Reitzes Ben Reitzes Organizations: China Locations: China
☆ We're buying back into a chipmaker that offers a new reason to own it
  + stars: | 2024-07-15 | by ( Jeff Marks | ) www.cnbc.com   time to read: +6 min
Shortly after the opening bell, we will be initiating a position in Advanced Micro Devices , buying 150 shares at roughly $184.35. Following the trade, Jim Cramer's Charitable Trust will own 150 shares of AMD, representing 0.80% of the portfolio. In his Sunday column, Jim called this the new reason to own AMD. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: Jim Cramer's, Jim, MI300X, Lisa Su, Su, —, Ben Reitzes, Jim Cramer Organizations: Devices, AMD, Charitable Trust, Broadcom, VMWare, Oracle, Club, Microsoft, Micron, Taiwan Semiconductor Manufacturing Company, Nvidia, Silo, Melius, FactSet, IDC, Gartner, CNBC Locations: Europe, Wednesday's Homestretch
☆ Watch CNBC's full interview with Ben Reitzes and Rohit Kulkarni
  + stars: | 2024-07-12 | 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 Ben Reitzes and Rohit KulkarniBen Reitzes, Melius Research head of technology research, and Rohit Kulkarni, Roth MKM managing director, join 'Closing Bell Overtime' to talk the state of the AI trade as the market rally continues.
Persons: Ben Reitzes, Rohit Kulkarni Ben Reitzes, Rohit Kulkarni, Roth
☆ Amazon is playing catch up when it comes to AI, says Roth MKM's Kulkarni
  + stars: | 2024-07-12 | 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 EmailAmazon is playing catch up when it comes to AI, says Roth MKM's KulkarniBen Reitzes, Melius Research head of technology research, and Rohit Kulkarni, Roth MKM managing director, join 'Closing Bell Overtime' to talk the state of the AI trade as the market rally continues.
Persons: Roth, Kulkarni Ben Reitzes, Rohit Kulkarni
☆ The 'AI laggard' trade could be ready to work again, benefiting these stocks
  + stars: | 2024-07-09 | by ( Pia Singh | ) www.cnbc.com   time to read: +3 min
We think so," Melius analyst Ben Reitzes said in a research report on Monday. We think infrastructure software may be harder to disrupt," the Melius analyst said. Apple, AMD and Intel should benefit from looming product cycles and an eventual easing of cloud capital expenditures spending, according to Reitzes. For Apple, the analyst believes consumers will favor its iPhone 16 out in September given its "Apple Intelligence" AI capabilities. His price targets on Intel and AMD suggest the stocks can advance some 16% and 22%, respectively, over the next year.
Persons: Ben Reitzes, Melius, Reitzes Organizations: Apple, AMD, Research, VanEck Semiconductor, Intel, IBM, Devices, Apple Intelligence Locations: Monday's, Turin
☆ Expect Nvidia to deliver more cash to shareholders, says Melius' Ben Reitzes
  + stars: | 2024-06-26 | 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 EmailExpect Nvidia to deliver more cash to shareholders, says Melius' Ben ReitzesBen Reitzes, Melius Research, joins 'Fast Money' to talk recent Nvidia price action, Nvidia;s shareholder meeting, adn why he is raising his price target.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Nvidia
☆ Nvidia's end goal is to 'create software on the fly', says Melius' Ben Reitzes
  + 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 EmailNvidia's end goal is to 'create software on the fly', says Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to discuss why he remains bullish on Nvidia and the AI trade.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Nvidia
☆ Jim Cramer says buy Southwest on activist push — and his thoughts on 2 tech stock downgrades
  + stars: | 2024-06-10 | by ( Kevin Stankiewicz | ) www.cnbc.com   time to read: +2 min
Jim Cramer's daily rapid fire looks at stocks in the news outside the CNBC Investing Club portfolio. "Southwest Air is an underperformer for many, many years, but it does have a good balance sheet," Jim Cramer said. "I'm not so sure they're as high as people think," Cramer said. The CNBC Investing Club has long owned Nvidia , the dominant maker of AI chips. And yet if you look at the long term, Palo Alto has been very good," Cramer said.
Persons: Jim Cramer's, Elliott, Jim Cramer, Ben Reitzes, Cramer, you've, Morgan Stanley, Lisa Su's, GoDaddy, George Kurtz Organizations: CNBC, Club, Southwest Airlines, Elliott Management, Melius, Adobe, Devices, Nvidia, Walmart, JPMorgan, Costco, Investing Club, KKR, Palo Alto, Palo Alto Networks Locations: Texas, —, Palo Alto
☆ Tech stocks like Nvidia and Apple have more room to run in June, analysts say
  + stars: | 2024-06-08 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Stocks like Nvidia and Apple have more room to run this summer, according to Wall Street analysts. They include: Broadcom , Uber, Apple, Datadog and Nvidia. Reitzes called Broadcom a "must-own" AI stock even as competition remains fierce from companies like Nvidia. We see Nvidia as one of the most attractive secular growth stories in large-cap semis." ... .Broadcom is one of the must-own AI stocks due to its leadership as a fabless semiconductor provider across many categories.
Persons: Ben Reitzes, Reitzes, Hock Tan, Tan, Koji Ikeda, Datadog, Ikeda, Oppenheimer, Jason Helfstein, Helfstein, Wells Fargo, Goldman Sachs, DDOG, Uber Organizations: Nvidia, Apple, Wall Street, Nasdaq, CNBC, Broadcom, Uber, Broadcom Melius, VMware, Bank of America, Melius Research, Retail Locations: AVGO
☆ Nvidia has a lot of gas in the tank, says Melius' Ben Reitzes
  + stars: | 2024-06-06 | 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 EmailNvidia has a lot of gas in the tank, says Melius' Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Closing Bell Overtime' to talk regulatory scrutiny aimed at Nvidia, the upcoming stock split, the AI trade and more.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Nvidia
☆ Cramer examines the bull cases for Nvidia as it sets new highs
  + stars: | 2024-05-28 | by ( Julie Coleman | ) www.cnbc.com   time to read: +2 min
Just because CNBC's Jim Cramer thinks investors should own Nvidia — not trade it — doesn't mean he thinks they should buy it right now. On Tuesday, he said he still believes in the company but explained why the stock's rally may not continue. "While Nvidia's a great company with a great stock, in the end, it's still a stock. Cramer reaffirmed his belief that Nvidia, which hit a new high Tuesday, "pretty much owns AI, and AI pretty much owns the future," saying the company has been focused on developing extremely fast chips for decades. "The buyers haven't repealed the laws of what governs a stock, even if that stock is Nvidia," he said.
Persons: CNBC's Jim Cramer, it's, there's, Cramer, Ben Reitzes, Dan Fitzpatrick, Fitzpatrick Organizations: Nvidia
☆ Analyst says buying Nvidia is 'no brainer' as tech companies 'spend like crazy' in AI race
  + stars: | 2024-04-29 | by ( Brian Evans | ) www.cnbc.com   time to read: +2 min
Nvidia is proving itself a key beneficiary as technology companies "spend like crazy" to take advantage of artificial intelligence, according to Melius Research. "Sometimes a no brainer is a no brainer," analyst Ben Reitzes wrote on Monday. Reitzes' bullish take is tied to how aggressively he says technology companies and fellow chipmakers are pursuing artificial general intelligence, or artificial intelligence most closely akin to human reconnaissance. Nvidia will remain an essential piece of any tech firm's AI pursuits, he said. NVDA YTD mountain Nvidia stock.
Persons: Ben Reitzes, Reitzes, Blackwell, Nvidia's Blackwell, — CNBC's Michael Bloom Organizations: Nvidia, Research, Microsoft
☆ Ben Reitzes shares the bull case for Intel following quarterly results
  + stars: | 2024-04-26 | 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 EmailBen Reitzes shares the bull case for Intel following quarterly resultsBen Reitzes, Melius Research, joins 'Fast Money' to talk the bull case for Intel after the company reported weaker-than-expected demand.
Persons: Ben Reitzes Organizations: Intel
☆ Apple's franchise is very strong, speculation about its demise is 'overblown': Melius' Ben Reitzes
  + stars: | 2024-04-12 | 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 EmailApple's franchise is very strong, speculation about its demise is 'overblown': Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to talk Apple's recent performance, the state of the chip market and more.
Persons: Ben Reitzes Ben Reitzes
☆ Apple's bad quarter and what history says will happen next
  + stars: | 2024-03-28 | by ( Alex Harring | ) www.cnbc.com   time to read: +4 min
Apple is wrapping up a rough quarter, but history and Wall Street analysis show there is reason to expect a bounce ahead. Apple shares have typically risen following a quarter that ends down at least 10%, according to CNBC Pro data. 'Best bought on weakness' Despite the tough period, Wall Street sees reason for optimism ahead. Apple "is a stock best bought on weakness in general as they probably have the best, or one of the best management teams in the world," Mahoney said. In the median quarter following the losing one, shares jumped more than 14%.
Persons: jitters, Ken Mahoney, Apple, Mahoney, Ben Reitzes, Reitzes, Nicolas Cote, Colisson, Fred Imbert Organizations: Nasdaq, Apple, CNBC Pro, U.S . Department of Justice, Research, Vision, Mahoney Asset, Justice Department, HSBC Locations: China, C1H24
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