DIRS.INFO The most relevant business & tech news

☆ What investors should look for as Meta, Microsoft report earnings Wednesday
▼ + stars: | 2024-10-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

Another busy day of megacap technology earnings kicks off Wednesday with results from Meta Platforms and Microsoft after the bell. Wall Street expects Meta Platforms to post third-quarter earnings of $5.25 per share, up from $4.39 a year ago, per LSEG. For Microsoft, EPS and revenue are expected to reach $3.10 and $64.51 billion, respectively, for the fiscal first quarter . Meta Platforms For Meta Platforms, analysts are hunting for signs that AI is continuing to boost the company's core product and advertising spending. Microsoft Microsoft faces a tougher bar headed into the print, with many analysts leaning toward caution as the company lags some of its megacap peers and underperforms the Nasdaq Composite.

Persons: haven't, Davidson, Gil Luria, Citi's Ronald Josey, Citi's Josey, Mark Mahaney, Barton Crockett, Mark Shmulik, Bank of America's Justin Post, Keith Bachman, Citi's Tyler Radke, Morgan Stanley's Keith Weiss, Weiss, Goldman Sachs, Kash Rangan, Azure's Organizations: Meta, Microsoft, D.A, Revenue, Google, Bank of America's, Microsoft Microsoft, Nasdaq, BMO Capital Markets, BMO

☆ Rosenblatt's Barton Crockett on why the iPhone 17 rollout will boost Apple's growth
▼ + stars: | 2024-10-24 | 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 EmailRosenblatt's Barton Crockett on why the iPhone 17 rollout will boost Apple's growthBarton Crockett, Rosenblatt analyst, joins CNBC's 'Squawk on the Street' to discuss what he expects from Apple earnings, how the rollout of Apple Intelligence could impact iPhone demand, and more.

Persons: Rosenblatt's Barton Crockett, Barton Crockett Organizations: Rosenblatt, Apple, Apple Intelligence

☆ Netflix is a company on a decelerating trajectory, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-10-18 | 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 EmailNetflix is a company on a decelerating trajectory, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to break down Netflix's quarterly earnings results, growth outlook, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Netflix, Rosenblatt Securities

☆ Watch CNBC's full interview with Slow Ventures' Sam Lessin and Rosenblatt's Barton Crockett on Meta
▼ + stars: | 2024-09-25 | 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 EmailWatch CNBC's full interview with Slow Ventures' Sam Lessin and Rosenblatt's Barton Crockett on MetaSam Lessin, Slow Ventures co-founder, and Barton Crockett, senior internet analyst at Rosenblatt Securities, join 'The Exchange' to discuss Meta as the social media giant's annual developer conference Connect kicks off on Wednesday.

Persons: Sam Lessin, Rosenblatt's Barton Crockett, Barton Crockett Organizations: Slow Ventures, Rosenblatt Securities, Meta

☆ Meta is leading the way in using AI to reengineer their business, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-08-01 | 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 EmailMeta is leading the way in using AI to reengineer their business, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Meta's quarterly earnings results, state of the company's AI adoption, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ Hearing there's not yet 'the big inflection' on AI needle-moving initiatives: Rosenblatt's Crockett
▼ + stars: | 2024-07-22 | 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 EmailHearing there's not yet 'the big inflection' on AI needle-moving initiatives: Rosenblatt's CrockettBarton Crockett, senior analyst & managing director at Rosenblatt Securities, joins 'Squawk on the Street' to discuss the idea that big tech is rallying due to higher odds of a Democrat winning the general election, the expectations for AI in upcoming earnings reports, and more.

Persons: Rosenblatt's Crockett Barton Crockett Organizations: Rosenblatt Securities, Democrat

☆ Rosenblatt's Crockett on streaming: YouTube is winning the race 'hugely'
▼ + 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 EmailRosenblatt's Crockett on streaming: YouTube is winning the race 'hugely'Barton Crockett, Rosenblatt senior research analyst, joins 'Money Movers' to discuss Netflix's latest earnings reports, the streaming service's competition with YouTube, and more.

Persons: Rosenblatt's Crockett, Barton Crockett, Rosenblatt Organizations: YouTube

☆ Here are Rosenblatt's best AI and tech ideas for the second half
▼ + stars: | 2024-06-28 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Rosenblatt is laying out its top artificial intelligence pick heading into the second half of 2024. Here are some of the firm's top picks going into the second half of the year, as AI shows no signs of a slowdown: Rosenblatt named Advanced Micro Devices among its top picks. MU YTD mountain Micron shares this year Shares of Micron have rallied 58% this year but slumped 7% on Thursday after the memory chipmaker shared in-line guidance . Analyst Barton Crockett highlighted Apple as a stock to follow in the second half. The firm also named CrowdStrike , Five9 and Autodesk among its picks for the second half.

Persons: Rosenblatt, Hans Mosesmann, Mosesmann, Barton Crockett, Crockett Organizations: Nvidia, Micro Computer, Devices, AMD, Micron Technology, AI, MU, Micron, Apple, Autodesk Locations: Thursday's, hyperscalers

☆ 'Future for media companies is a break up', says Rosenblatt's Barton Crockett
▼ + stars: | 2024-06-13 | 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 Email'Future for media companies is a break up', says Rosenblatt's Barton CrockettBarton Crockett, senior analyst & managing director at Rosenblatt Securities, joins 'Fast Money' to talk what's behind the slump in media stocks.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ AI darling Nvidia reports after the bell. What Wall Street is watching
▼ + stars: | 2024-05-22 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Wall Street will be keeping close watch on what Nvidia says about demand for its artificial intelligence chips when the market-moving chipmaker reports quarterly results after the bell Wednesday. Nvidia is expected to surpass expectations again, with analysts polled by LSEG calling for earnings of $5.59 per share on $24.65 billion in revenue. "As long as it tops analyst expectations, NVIDIA is likely to remain a key tailwind for the overall U.S. stock market." NVDA 1Y mountain Shares over the last year For multiple quarters, Nvidia has shocked Wall Street with the robust demand for its tools. "We continue to expect a strong beat-and-raise quarter from NVIDIA as Hopper demand remains robust before the Blackwell transition," wrote Morgan Stanley's Joseph Moore.

Persons: they've, Wolfe, Chris Senyek, Hopper, Blackwell, Morgan Stanley's Joseph Moore, Piper Sandler's Harsh Kumar, Rosenblatt's Hans Mosesmann, Baird's Tristan Gerra, Tom O'Malley, Baird's Gerra, Nvidia's Blackwell, America's Vivek Arya, Arya, Timothy Arcuri, Rosenblatt's Mosesmann, O'Malley, Morgan Stanley's Moore Organizations: Nvidia, NVIDIA, Blackwell, Barclays, Bank, America's, UBS Locations: Nvidia's

☆ I'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's Crockett
▼ + stars: | 2024-03-19 | 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 EmailI'd be 'very, very surprised' if Peltz was successful in this proxy fight: Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss news of George Lucas supporting Disney CEO Bob Iger in Disney's proxy fight against activist investor Nelson Peltz, Disney's business trajectory, competition against tech companies, and more.

Persons: Peltz, Rosenblatt's Crockett Barton Crockett, George Lucas, Bob Iger, Nelson Peltz Organizations: Rosenblatt Securities, Disney

☆ Your complete investing guide to 'AI Woodstock' next week: 3 buys ahead of the event
▼ + stars: | 2024-03-15 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

The hottest artificial intelligence event of the year kicks off next week, setting the stage for key AI players to see sharp moves. Nvidia's GTC Conference, dubbed "AI Woodstock" by Bank of America, offers an opportunity for the company to showcase its latest AI chip innovations and future vision as it labors to maintain its dominance in the field. The product is expected to offer a slew of "architectural innovations" and better performance than Nvidia's flagship H100 chip, wrote New Street's Pierre Ferragu. According to Wedbush's Matt Bryson, the new chip could benefit the liquid cooling industry that may fuel power-hungry data centers. "As such, we believe any system NVDA announces that includes liquid cooling technology could effectively dictate the path of liquid cooling moving forwards and thereby determining winners and losers in the server and cooling space," Bryson said.

Persons: Cantor Fitzgerald's C.J, Bank of America's Arya, Muse, Arya, Pierre Ferragu, Blackwell, Matt Bryson, Nvidia hasn't, Bryson, He's, Ferragu, Hans Mosesmann, Bernstein's Stacy Rasgon, Melius Research's Ben Reitzes Organizations: Bank of America, NVIDIA, Nvidia, Bank of America's, Blackwell, Devices, AMD, Intel, Micron, Broadcom, PHLX Semiconductor, Oracle Locations: San Jose , California

☆ Nvidia stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price target
▼ + stars: | 2024-03-11 | 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 stock's bull run: Rosenblatt's Hans Mosesmann on his $1400 price targetHans Mosesmann, Rosenblatt Securities senior research analyst, joins 'Squawk Box' to discuss Nvidia stock's bull run, why he has a $1400 price target and buy rating on the stock, what it means for other tech stocks and the sector at large, and more.

Persons: Hans Mosesmann Organizations: Nvidia, Rosenblatt Securities

☆ Wall Street weighs in on what's wrong with Apple and whether the stock can make a comeback
▼ + stars: | 2024-03-06 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

But the tides have shifted in recent months as investors overlook the $2.6 trillion company for rosier AI opportunities. "Everybody's waiting for Apple to come along," said Max Wasserman, co-founder and senior portfolio manager at Miramar Capital. "Great cash flow, great balance sheet, but they're just not demonstrating that they're going to be the new leader in AI." Apple's AI story Last month, Apple pulled the plug on its decade-long autonomous vehicle project in what many on Wall Street viewed as a move to divert resources toward AI prospects. Another way Apple could satisfy the need for AI progress is through a merger or acquisition of a company with large-scale AI capabilities, Meeks said.

Persons: Max Wasserman, they're, Tim Cook, haven't, CFRA Research's Angelo Zino, Wasserman, That's, Paul Meeks, Miramar's Wasserman, Melius Research's Ben Reitzes, Rosenblatt's Barton Crockett, Meeks, hasn't, Michael Bloom Organizations: Apple, Miramar Capital, Nasdaq, Nvidia, Meta, Microsoft, Union, Huawei, Accounting, Portfolio Management, Apple's, Conference Locations: China

☆ Apple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton Crockett
▼ + stars: | 2024-03-05 | 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 EmailApple is at a lull right now in terms of disruptive innovation, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's leadership at top of the tech sector, the lack of product innovation from the company, how the tech giant plans to catch up in the AI race, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ Stocks making the biggest moves premarket: Home Depot, Walmart, Intel, Arm Holdings and more
▼ + stars: | 2024-02-20 | by ( Brian Evans | ) www.cnbc.com time to read: +2 min

Rosenblatt's price target is now the highest forecast for the stock on Wall Street. Caterpillar — Shares pulled back 2% following a downgrade to in line from Evercore ISI, which noted concern over a longer-than-expected outlook for earnings growth. Analyst Brian Mullan hiked his price target on US Foods to $59 from $45, or roughly 19% upside from Friday's closing price of $49.58. Capital One stock pulled back more than 4%. Arm Holdings — Stock in the chipmaker slid about 4% as investors pulled back bets on the stock after its massive rally .

Persons: Rosenblatt, FactSet, Piper Sandler, Brian Mullan, Biden, — CNBC's Pia Singh, Sarah Min, Michelle Fox, Jesse Pound Organizations: Walmart, LSEG, Revenue, Caterpillar —, ISI, Foods, Intel —, Bloomberg, Discover Financial, Capital, Arm

☆ Third-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-11-24 | 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 EmailThird-party retail is a real source of strength on Black Friday, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Black Friday's Big Tech winners, the impact of labor disputes in legacy media, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Big Tech

☆ Here's why Rosenblatt's Crockett has a 'hold' on Apple stock
▼ + stars: | 2023-10-31 | 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 EmailHere's why Rosenblatt's Crockett has a 'hold' on Apple stockBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss his assessment of earnings season thus far, the muted response to the idea of a positive earnings season, and what's holding Crockett back from being more positive on Apple.

Persons: Rosenblatt's Crockett, Barton Crockett, Crockett Organizations: Apple, Rosenblatt Securities

☆ Adds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton Crockett
▼ + 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 EmailAdds offer Netflix more revenue potential than subscriptions, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst and managing director at Rosenblatt Securities, and CNBC's Alex Sherman join 'The Exchange' to discuss Netflix's earnings results on deck, streaming companies hoping to shift users into the more lucrative ad tier, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett, Alex Sherman Organizations: Netflix, Rosenblatt Securities

☆ One of the Colorado officers who arrested Elijah McClain, leading to his death, was found guilty. Another officer was acquitted.
▼ + stars: | 2023-10-12 | by ( Associated Press | ) www.businessinsider.com time to read: +8 min

Elijah McClain, an unarmed, 23-year-old Black man, died in 2019 after being arrested in Colorado. AdvertisementAdvertisementThe case initially did not receive widespread attention, but protests over the killing of George Floyd the following year sparked outrage over McClain's death. Their attorneys blamed McClain's death on the paramedics for injecting him with ketamine, which doctors said is what ultimately killed him. Paramedics injected McClain with ketamine as Roedema and another officer who was not charged held him on the ground. However, Cina still was not able to say if the death was a homicide or an accident or if the officers' actions contributed to McClain's death.

Persons: Elijah McClain, McClain, —, Randy Roedema, Jason Rosenblatt, McClain's, Sheneen McClain, Phil Weiser, George Floyd, Jared Polis, Phil Weiser's, Floyd, Roedema, Rosenblatt, Jason Slothouber, Mark Warner, Nathan Woodyard, Don Sisson, Sisson, Harvey Steinberg, Stephen Cina, Cina, Roger Mitchell, Mitchell Organizations: Service, Colorado, Howard University, D.C Locations: Colorado, Denver, Washington

☆ Split verdict for Colorado police officers tried in death of Elijah McClain
▼ + stars: | 2023-10-12 | by ( Brad Brooks | ) www.reuters.com time to read: +3 min

Protesters gather for a rally to call for justice for Elijah McClain in Denver, Colorado, U.S., November 21, 2020. The same jury found Jason Rosenblatt, another officer jointly tried with Roedema, not guilty on manslaughter and assault charges. Aurora officers Roedema and Rosenblatt were defendants in the first of three trials in the death of McClain. A revised autopsy report in September 2022 concluded McClain died from "complications of ketamine administration following forcible restraint." The footage does not show McClain grabbing for a gun, but Roedema can be heard yelling that McClain tried to get Rosenblatt's weapon.

Persons: Elijah McClain, Kevin Mohatt, Randy Roedema, Jason Rosenblatt, Roedema, Rosenblatt, McClain, Sheneen McClain, Art Acevedo, brutalized McClain, Aurora . McClain, George Floyd, Floyd's, Brad Brooks, Dan Whitcomb, Donna Bryson Organizations: REUTERS, Denver Post, Aurora Police, Prosecutors, Aurora, Minneapolis police, Thomson Locations: Denver , Colorado, U.S, Colorado, America, Denver, Aurora ., Minneapolis, Longmont , Colorado, Los Angeles, Lincoln

Cboe declined to say whether those relations happened while Tilly was CEO or prior to his tenure at the helm. His resignation is the latest in a string of high-profile exits by CEOs whose personal conduct ran afoul of company policy. "When he became CEO, he grew that business from a little options exchange to a global, fintech and exchange leader. Cboe has exclusive rights to list flagship contracts linked to the Standard & Poor’s 500 stock index through 2032. "The silver lining is it doesn't look like it is related to strategic or financial issue for the company," Lau said of the CEO resignation.

Persons: Edward Tilly, Piper Sandler, Brendan McDermid, Cboe, Fredric Tomczyk, Tilly, Andrew Bond, Bond, Owen Lau, Lau, Rosenblatt's Bond, Steve Sosnick, Sosnick, Tomczyk, " Lau, Jaiveer Singh, Laura Matthews, Saqib Iqbal Ahmed, Arun Koyyur, Michelle Price, Megan Davies, Bill Berkrot, Nick Zieminski Organizations: CBOE, Inc, Piper Sandler Global Exchange, FinTech Conference, REUTERS, Rosenblatt Securities, Oppenheimer & Co, THE, Interactive, U.S . Securities, Exchange Commission, Thomson Locations: New York City, U.S, Bengaluru, New York, Lincoln

☆ Investors need to prepare for bumpy ride in Apple's China business, says Rosenblatt's Crockett
▼ + stars: | 2023-09-12 | 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 EmailInvestors need to prepare for bumpy ride in Apple's China business, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Apple's business in China and India, the company's decision to diversify its supply chains, and what Crockett expects to hear from Apple in its annual event.

Persons: Rosenblatt's Crockett Barton Crockett, Crockett Organizations: Rosenblatt Securities, Apple Locations: China, India

☆ Pressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton Crockett
▼ + stars: | 2023-08-25 | 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 EmailPressure will build at Disney to break up if stock doesn't improve: Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss the company's stock performance after the stock hits 9-year low, how CEO Bob Iger can turn the company around, and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett, Bob Iger Organizations: Disney, Rosenblatt Securities

☆ You have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's Crockett
▼ + stars: | 2023-08-18 | 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 EmailYou have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss the relationship between Apple and rates, the stock levels, and separation amongst the top tech companies.

Persons: Rosenblatt's Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple

Search resuls for: "Rosenblatt's"

25 mentions found