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Search resuls for: "Slowinski"


8 mentions found


☆ Here are Big Tech's winners and losers from Donald Trump's win, according to the market
  + stars: | 2024-11-07 | by ( Alistair Barr | ) www.businessinsider.com   time to read: +5 min
Donald Trump's election win boosted tech stocks the next day, with Tesla leading the gains. Trump's past policies reshaped tech; his second term may impact Big Tech similarly. So what has the stock market told us so far about which Big Tech companies might be winners and losers during a Trump second term? Google gainsGoogle is somewhat surprising as a big stock gainer in the past two trading days. 'Shock absorber for the consumer'Slowinski highlighted other Big Tech stocks this week in his note to investors.
Persons: Donald Trump's, Tesla, —, Donald Trump, Trump, Tim Cook, Ben Thompson, TSMC, Elon Musk, Elon, Ana Altchek, Stefan Slowinski, Mark Zuckerberg, Slowinski, Thompson, Slowinsky Organizations: Big Tech, Service, Trump, Apple, Google, Alphabet, BNP, Trump's, Democratic, Meta, Amazon, Microsoft Locations: China, Taiwan, Stratechery, North America
☆ Slowinski: Oracle's cloud growth is strong, while Salesforce and Workday face weaker demand.
  + stars: | 2024-09-17 | 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 EmailSlowinski: Oracle's cloud growth is strong, while Salesforce and Workday face weaker demand. Stefan Slowinski, Global Head of Software Research at BNP Paribas, believes Salesforce's Dreamforce event, despite its significance, won't significantly impact the stock due to ongoing uncertainty in its AI strategy and leadership changes.
Persons: Stefan Slowinski, Salesforce's Organizations: Software Research, BNP
☆ Salesforce's behind-the-scenes co-founder is tackling Slack as software company turns 25
  + stars: | 2024-03-09 | by ( Jordan Novet | ) www.cnbc.com   time to read: +16 min
"The V2MOM had nothing about generative AI," Parker Harris, who co-founded the company with Benioff, told CNBC in an interview. Harris, a Salesforce board member and now the technology chief of Slack, which Salesforce bought in 2021, said he'd rather avoid the limelight. Without the Data Cloud, Harris told CNBC, "I think we would have been in a much worse place." He told Benioff he'd redo the plan, the person said. They'll be talking more frequently, as Harris said they're about to kick off weekly meetings on Slack and Salesforce integrations.
Persons: Parker Harris, Marlena Sloss, Marc Benioff, ChatGPT, Benioff, Salesforce, Harris, Slack, he'd, Sam Altman, Noah Berger, Robin, Batman, Frank Dominguez, Dave Moellenhoff, Bobby Yazdani, Larry Ellison, Yazdani, Dominguez, Brett Queener, who's, Queener, Salesforce.com, He's, Ruth Asawa, Josef Albers, Miles Davis, Donald Trump, Jason Alden, Marc, Kara Swisher, David Paul Morris, Adam Selipsky, it's, Stewart Butterfield, Lidiane Jones, Cal Henderson, Benioff's, Parker, Noah Weiss, Denise Dresser, Weiss, Parker Harris emoji, They'll, Salesforce integrations, Stefan Slowinski Organizations: Salesforce, Bloomberg, Getty, CNBC, Google, Microsoft, Middlebury College, Apple, San, San Francisco Bay Area, Metropolis Software, Software, Saba Software, Oracle, San Francisco's Telegraph, YouTube, Facebook, Economic, Salesforce.com Inc, Web, VMware, Employees Locations: San Francisco, Silicon Valley, English, Vermont, North Carolina, San Francisco Bay, Moellenhoff, Kincaid's, Burlingame, San Francisco's, Salesforce, France, Italy, Nantucket, San, Pacific, Davos, Switzerland, Cliff, New York, Las Vegas, Hawaii
☆ OpenAI crisis: Microsoft is not in a good place, analyst says
  + stars: | 2023-11-23 | 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 EmailOpenAI crisis: Microsoft is not in a good place, analyst saysStefan Slowinski, global head of software research at BNP Paribas Exane, discusses the events surrounding Sam Altman's ouster from OpenAI and the company's decision to bring him back as CEO.
Persons: Stefan Slowinski, Sam Altman's Organizations: Microsoft, BNP Paribas Exane Locations: OpenAI
☆ BNP Paribas Exane: Alphabet is the top name among the mega-caps, valuation still reasonable
  + 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 EmailBNP Paribas Exane: Alphabet is the top name among the mega-caps, valuation still reasonableStefan Slowinski, global head of software research at BNP Paribas Exane, discusses what to expect from some of the mega-cap tech stocks during earnings season, and highlights his top name in the group.
Persons: Stefan Slowinski Organizations: BNP, BNP Paribas Exane
☆ Mushrooms are flourishing in the Abu Dhabi desert
  + stars: | 2023-08-10 | by ( Sarah Lazarus | ) edition.cnn.com   time to read: +4 min
Now, a startup in Abu Dhabi has found a way to grow them in the middle of the desert. Below Farm is producing “specialty mushrooms” such as oyster, king oyster, shiitake and lion’s mane. Managing director Bronte Weir says the indoor farm, about 45 minutes’ drive from downtown Abu Dhabi, is the first in the region to grow and sell high-end mushrooms. He now orders 20 kilograms (44 pounds) of oyster mushrooms a week from the company. Neighborhood pizzeria Marmellata uses Below Farm's produce on one of its most popular dishes: the kale and mushroom pizza.
Persons: Bronte Weir, ” Weir, Liliana Slowinska, Wojciech Slowinski, Weir, isn’t, Abu, we’ve, ”, “, we’re, Dagstani Organizations: Hong Kong CNN, CNN Business, Business Research Company Locations: Hong Kong, Abu Dhabi, Europe, United States, UAE
☆ Slowinski: Alphabet is the best hyperscaler AI play in the markets today
  + stars: | 2023-06-13 | 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 EmailSlowinski: Alphabet is the best hyperscaler AI play in the markets todayStefan Slowinski, Global Head of Software Research at BNP Paribas Exane, discusses the cloud, tech, and AI markets.
Persons: Stefan Slowinski Organizations: Software Research, BNP Paribas Exane
☆ Amazon's business model struggles in an inflationary and recessionary environment, says BNP's Slowinski
  + stars: | 2022-12-07 | 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's business model struggles in an inflationary and recessionary environment, says BNP's SlowinskiStefan Slowinski, BNP Paribas analyst, and Arun Sundaram, CFRA analyst, join 'The Exchange' to debate the bear and bull case for trading Amazon stock.
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