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Needham - 3 Needham's Laura Martin Laura Martin - 2 Barton Crockett - 2 Nilay Patel - 2 Steve Kovach - 2 Laura Martin - 2 Brad Erickson - 2 BofA's Justin - 1
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Meta - 4 Needham - 3 Disney - 2 Slow Ventures - 2 Rosenblatt Securities - 2 Senior Internet - 2 RBC Capital Markets - 2 BofA Securities - 1

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23 mentions found


☆ 'A lot of room to go' before Google antitrust case is decided, says BofA's Justin Post
  + stars: | 2024-11-22 | 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'A lot of room to go' before Google antitrust case is decided, says BofA's Justin PostJustin Post, BofA Securities senior internet technology analyst, joins CNBC's Kate Rooney and Deidre Bosa on 'The Exchange' to discuss the AI landscape, Google's antitrust scrutiny, and more.
Persons: BofA's Justin, Justin Post, Kate Rooney, Deidre Organizations: BofA Securities
☆ Disney could win streaming wars in the long-term, says Needham's Laura Martin
  + stars: | 2024-11-13 | 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 EmailDisney could win streaming wars in the long-term, says Needham's Laura MartinLaura Martin, senior internet and media analyst at Needham, joins CNBC's 'The Exchange' to discuss why Disney may come out on top in the streaming wars, why parks may be critical to long-term success despite falling revenue, and more.
Persons: Needham's Laura Martin Laura Martin Organizations: Disney, Needham
☆ Upside expected for Amazon as fulfillment efficiency increases margins, says Cowen's Blackledge
  + stars: | 2024-11-01 | 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 EmailUpside expected for Amazon as fulfillment efficiency increases margins, says Cowen's BlackledgeJohn Blackledge, senior internet analyst at Cowen, joins CNBC's 'Squawk on the Street' to discuss his buy rating for Amazon, expectations for the stock, and more.
Persons: Cowen's Blackledge John Blackledge Organizations: Cowen
☆ Citi's Ron Josey on what he's watching for in Big Tech earnings
  + stars: | 2024-10-30 | 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 EmailCiti's Ron Josey on what he's watching for in Big Tech earningsRon Josey, Citi Research senior internet analyst, joins 'Power Lunch' to discuss Big Tech earnings and the outlook for the sector.
Persons: Ron Josey Organizations: Big Tech, Citi Research
☆ Alphabet earnings were 'bellwether' of tech earnings, says Wells Fargo's Ken Gawrelski
  + stars: | 2024-10-30 | 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 earnings were 'bellwether' of tech earnings, says Wells Fargo's Ken GawrelskiCNBC's Deidre Bosa joins Ken Gawrelski, Wells Fargo senior internet analyst, on 'The Exchange' to discuss Alphabet earnings, expectations for Meta, and more.
Persons: Wells, Ken Gawrelski, Bosa Organizations: Meta Locations: Wells Fargo
☆ Mark Zuckerberg is a 'long-term thinker,' says Slow Ventures’ Sam Lessin
  + stars: | 2024-09-25 | 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 EmailMark Zuckerberg is a 'long-term thinker,' says Slow Ventures’ Sam LessinSam 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: Mark Zuckerberg, Sam Lessin Sam Lessin, Barton Crockett Organizations: Slow Ventures, Rosenblatt Securities, Meta
☆ 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
☆ The iPad's operating system 'needs a revamp,' says The Verge's Nilay Patel
  + stars: | 2024-05-07 | 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 EmailThe iPad's operating system 'needs a revamp,' says The Verge's Nilay PatelLaura Martin, senior internet and media analyst at Needham, Nilay Patel, editor in chief of The Verge, and CNBC's Steve Kovach join 'The Exchange' to share details on Apple's new iPad, how Apple will approach AI, and more.
Persons: Nilay Patel Laura Martin, Nilay Patel, Steve Kovach Organizations: Needham, Apple
☆ Watch CNBC's full interview with Needham's Laura Martin and The Verge's Nilay Patel on Apple's future
  + stars: | 2024-05-07 | 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 Needham's Laura Martin and The Verge's Nilay Patel on Apple's futureLaura Martin, senior internet and media analyst at Needham; and Nilay Patel, editor in chief of The Verge; and CNBC's Steve Kovach join 'The Exchange' to share details on Apple's new iPad, the company's approach to AI, and more.
Persons: Needham's Laura Martin, Nilay Patel, Laura Martin, Steve Kovach Organizations: Needham
☆ Apple might be 'stuck in the last tech boom,' says Needham's Laura Martin
  + stars: | 2024-05-03 | 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 might be 'stuck in the last tech boom,' says Needham's Laura MartinLaura Martin, Needham senior internet and media analyst, joins CNBC's 'The Exchange' to share outlooks on Apple, where the company stands in the AI race, and more.
Persons: Needham's Laura Martin Laura Martin, Needham
☆ Meta's AI venture is a good long-term investment, says Raymond James' Josh Beck
  + stars: | 2024-04-25 | 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 EmailMeta's AI venture is a good long-term investment, says Raymond James' Josh BeckJosh Beck, Raymond James senior internet analyst, joins 'Closing Bell' to discuss Meta and if investors should play into its AI venture.
Persons: Raymond James, Josh Beck Josh Beck
☆ Zillow could be a rate-proof play, says Jeffries' John Colantuoni
  + stars: | 2024-04-16 | 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 EmailZillow could be a rate-proof play, says Jeffries' John ColantuoniJohn Colantuoni, senior internet analyst at Jeffries, joins CNBC's 'The Exchange' to share why Zillow is his top pick.
Persons: Jeffries, John Colantuoni John Colantuoni
☆ Disney needs to cut costs on the streaming side to get to profitability: Needham's Laura Martin
  + stars: | 2024-04-03 | 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 EmailDisney needs to cut costs on the streaming side to get to profitability: Needham's Laura MartinLaura Martin, Needham senior internet and media analyst, joins 'Closing Bell' to discuss Disney's stock outlook following the company's proxy fight victory.
Persons: Laura Martin Laura Martin, Needham Organizations: Disney
☆ Snap shares tumble after the company's revenue miss and weak guidance
  + stars: | 2024-02-07 | 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 EmailSnap shares tumble after the company's revenue miss and weak guidanceRob Sanderson, Loop Capital Markets senior internet analyst, joins 'Squawk on the Street' to discuss Snap and Uber's quarterly earnings results, the difference between Snap and Meta's ad revenue, and more.
Persons: Rob Sanderson Organizations: Capital
☆ RBC's top tech picks for digital ad market: Amazon, Meta, and Pinterest
  + stars: | 2024-02-06 | 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 EmailRBC's top tech picks for digital ad market: Amazon, Meta, and PinterestBrad Erickson, Senior Internet Services Analyst at RBC Capital Markets, discusses the digital ad market recovery following strong reports from Meta, Alphabet, and Amazon.
Persons: Brad Erickson Organizations: Senior Internet, RBC Capital Markets, Meta
☆ Here's why TD Cowen raised its price target on Amazon to $180
  + stars: | 2023-10-27 | 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 EmailHere's why TD Cowen raised its price target on Amazon to $180John Blackledge, Cowen senior internet analyst, joins ‘Squawk on the Street’ to discuss Amazon’s quarterly earnings results, why his firm raised the price target on the stock, and more.
Persons: TD Cowen, John Blackledge, Cowen, Squawk
☆ Netflix's five-year drought: Stock only rises 4% since 2018 despite Nasdaq jumping 108%
  + stars: | 2023-10-16 | 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's five-year drought: Stock only rises 4% since 2018 despite Nasdaq jumping 108%Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC. Laura Martin, Needham senior internet and media analyst, gives her take on Netflix stock.
Persons: Brian Sullivan, “, Laura Martin, Needham Organizations: Nasdaq, CNBC, Netflix
☆ RBC Capital Markets on what's driving the magnificent seven stocks into correction territory
  + stars: | 2023-08-21 | 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 EmailRBC Capital Markets on what's driving the magnificent seven stocks into correction territoryBrad Erickson, Senior Internet Services Analyst at RBC Capital Markets, discusses what's driving the magnificent seven stocks into correction territory.
Persons: Brad Erickson Organizations: RBC, Markets, Senior Internet, RBC Capital Markets
☆ Goldman Sachs issues its verdict on generative A.I. and names top stocks to play it
  + stars: | 2023-07-07 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +4 min
Goldman Sachs says the recent surge in artificial intelligence stocks is not just hype but is driven by genuine potential in the new technology. Goldman's analysts dismissed some of those concerns and said companies like Nvidia and Microsoft are still trading at reasonable multiples. Stocks exposed to A.I. The analysts also highlighted stocks exposed to the AI trend, including Microsoft , Alphabet , and Amazon , leveraging their vast computing infrastructures to commercialize AI on a grand scale. According to Goldman Sachs, companies like Meta Platforms, Salesforce, Adobe, ServiceNow, Intuit, Capgemini, Pearson, London Stock Exchange Group, and Relay Therapeutics were also exposed to the AI theme.
Persons: Goldman Sachs, ChatGPT, Kash Rangan, Bubbles, Eric Sheridan, Sheridan, Stocks, Pearson Organizations: Robotics, Artificial Intelligence, Street, upstarts, Microsoft, Google, Nvidia, Wall, Marvell Technology, TSMC, Unimicron Technology, Adobe, Intuit, Capgemini, London Stock Exchange Group, Therapeutics
☆ How Iran is accessing the social media accounts of protesters to incriminate them, experts say
  + stars: | 2022-12-19 | by ( Katie Polglase Gianluca Mezzofiore | Katie Polglase | Gianluca Mezzofiore | ) edition.cnn.com   time to read: +10 min
Hacking and repressionAfter Nika went missing, her aunt and other protesters told CNN that her popular Instagram and Telegram accounts had been disabled. On October 12, two of Nika’s friends noticed her Telegram account briefly back online, they told CNN. As with Negin’s case, the reactivation of Nika’s accounts raises questions about whether Iranian authorities were responsible for accessing her social media profiles, allegedly to phish other protesters or compromise her after her death. “Usually what happens is, they do the target phone number, then they send a login request to Telegram,” Rashidi told CNN. However, references in Iranian state media indicate authorities did access Nika’s Instagram account and direct messages, stating they had permission from the judiciary to access them.
☆ Snap is the victim of budgets moving to TikTok, says JMP's Andrew Boone
  + stars: | 2022-10-21 | 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 EmailSnap is the victim of budgets moving to TikTok, says JMP's Andrew BooneBarton Crockett, Rosenblatt Securities senior internet analyst, and Andrew Boone, JMP Securities analyst, join 'Closing Bell' to discuss if Snap has a broken business model, why the company hasn't been able to monetize and more.
☆ Tech stock rundown with Needham's Laura Martin
  + stars: | 2022-10-19 | 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 EmailTech stock rundown with Needham's Laura MartinLaura Martin, senior internet and media analyst at Needham, joins 'Power Lunch' to discuss what's behind Netflix's decision to stop reporting subscription numbers, Apple's move to cut production numbers, as well as the margin and revenue pressure Meta faces.
☆ Watch CNBC's full interview with Needham senior analyst Laura Martin
  + stars: | 2022-10-19 | 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 EmailWatch CNBC's full interview with Needham senior analyst Laura MartinLaura Martin, senior internet and media analyst at Needham, joins 'Power Lunch' to discuss the reasons behind Netflix's decision to stop reporting subscription numbers, Apple's move to cut production numbers and the margin and revenue pressures Meta faces.
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