DIRS.INFO The most relevant business & tech news

☆ RFK pick poses uncertainty in areas of healthcare sector, says Wolfe Research's Marcus Tobin
▼ + stars: | 2024-11-15 | 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 EmailRFK pick poses uncertainty in areas of healthcare sector, says Wolfe Research's Marcus TobinTobin Marcus, Wolfe Research policy and politics head, joins CNBC's 'Squawk Box' to discuss what Trump's pick for HHS secretary means for the healthcare sector and and drug approval process.

Persons: Wolfe Research's Marcus Tobin Tobin Marcus, Wolfe Organizations: RFK, Wolfe Research

☆ How tech stocks could fare under a Harris or Trump administration
▼ + stars: | 2024-11-05 | by ( Samantha Subin | ) www.cnbc.com time to read: +6 min

They have also considered the impact of potential tariffs proposed by former President Donald Trump. Some on Wall Street view a Harris win as a potential obstacle for antitrust and megacap technology stocks. "Regulatory scrutiny will probably help a lot of M & A activity under Trump — Harris, it'll be a little more of the status quo," said Jay Woods, chief global strategist at Freedom Capital Markets. This could "slow the pace of the AI revolution," he said in a recent post to X that also called a Harris win "more bullish" for the industry. Some investors also view Tesla as a likely winner under a Trump administration, given CEO Elon Musk's close ties to the former president.

Persons: Kamala Harris, Donald Trump, Roger McNamee, Harris, Trump, Trump — Harris, it'll, Jay Woods, McNamee, Vivek Arya, Joe Rogan, Arya, Ed Mills, Raymond James, of America's Brad Sills, Raymond James ' Mills, Dan Ives, Trump's, Tesla, Elon Musk's, Capital's, Wolfe, Chris Senyek Organizations: Elevation Partners, Tech, Antitrust, Google, Justice Department, Trump, Freedom Capital, Bank of America, PHLX Semiconductor, Democrat, Republican, SOX, Devices, Qualcomm, Nvidia, Broadcom, Texas Instruments, Intel, of America's, Microsoft, Oracle, Wedbush Securities, Investors Locations: stoke, Taiwan, China, Washington

☆ Stocks making the biggest moves midday: Taiwan Semiconductor, On Semi, Delta Air Lines and more
▼ + stars: | 2024-10-28 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +4 min

Robinhood — The fintech stock rose less than 3% after it said Monday that users will have the chance to trade a Kamala Harris or Donald Trump contract ahead of next week's presidential election. ON Semiconductor — The semiconductor product maker rose 5% after third-quarter earnings and revenue topped analyst estimates. Nutanix — The cloud infrastructure stock rose 4% following an upgrade to overweight from equal weight at Morgan Stanley. Moderna — Shares jumped after Moderna and Merck said they initiated a phase 3 trial investigating a treatment for non-small cell lung cancer. Moderna shares advanced 3.9%, while Merck was slightly higher.

Persons: Wells, Steven Cahall, Kamala Harris, Donald Trump, Israel, FactSet, Eugene Hsiao, Wolfe, Roy Jakobs, Nutanix, Morgan Stanley, Meta Marshall, Merck, Timothy Wojs, Aaon, — CNBC's Sean Conlon, Michelle Fox, Alex Harring, Sarah Min, Pia Singh Organizations: Spotify, U.S . Occidental Petroleum, Exxon, BP —, Citi, McDonald's, Taiwan Semiconductor Manufacturing, Huawei, Reuters, The U.S, Delta Air Lines, CrowdStrike, Honeywell —, Philips —, —, Moderna, Merck, Baird Locations: China, Atlanta

☆ Trump versus Harris: What the November election means for defense stocks
▼ + stars: | 2024-10-09 | by ( Brian Evans | ) www.cnbc.com time to read: +9 min

No matter who voters choose, whether it is former President Donald Trump or Vice President Kamala Harris , Liwag doesn't expect a meaningful shake-up in the outlook for defense stocks. Still, the analyst notes that even cases where an administration cuts defense spending, stocks can still carve out gains. During the Obama administration, the defense budget fell 3.3%, but defense stocks gained 2.1%. The defense stocks Morgan Stanley covers have outperformed the S & P 500 since Russia's invasion of Ukraine, Liwag said. "Historically, the conventional wisdom has been that Republicans are positive for defense spending and defense stocks, while Democrats are negative," Harned said.

Persons: Bernstein, Douglas Harned, Lockheed Martin, Morgan Stanley, Kristine Liwag, Donald Trump, Kamala Harris, Liwag, Bernstein's Harned, Harned, Harris, Wolfe Research's, Tobin Marcus, Marcus, Ronald Epstein, Epstein, Trump, Northrop, Obama, Northrop Grumman, Morgan Stanley's, Michael Ciarmoli, Truist, Leonardo Organizations: P Aerospace, Defense, Industry, L3Harris Technologies, Lockheed, CNBC, " Bank of America, Democratic, Senate, Republican, U.S . House, Trump White House, Republican Senate, Trump, Abrams, Space Force, Northrop Grumman, General Dynamics, Hamas, Dynamics, Northrop, Gulfstream, Leonardo DRS, Moog, Republicans Locations: Ukraine, U.S, Russia, Crimea, Iran, Israel

☆ Bitcoin is flipping in and out of 'bear' mode but could still reach $100,000 this year
▼ + stars: | 2024-10-04 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +3 min

Bitcoin investors are grappling with a demand dearth that has pushed the cryptocurrency into bear market territory at times. (In the first quarter, bitcoin ETFs bought about 9,000 BTC daily on average, following their January launch.) In the fourth quarters of 2012, 2016, and 2020 — the previous Bitcoin halving years — bitcoin prices rose by 9%, 59%, and 171%, respectively. The most recent halving — the supply cutting event that takes place every four years — happened this April. BTC.CM= YTD mountain Bitcoin (BTC) year-to-date Bitcoin is set up well for the final quarter , but it's still working through a supply overhang from the U.S. and German governments as well as Mt.

Persons: It's, John Todaro, Needham, uptrend, it's, Wolfe, Rob Ginsberg, Owen Lau, Oppenheimer Organizations: CNBC, BTC, Federal Reserve, U.S Locations: China, U.S

☆ Bitcoin rallied on Thursday, but recent history says this pop will fade as well
▼ + stars: | 2024-09-26 | by ( Tanaya Macheel | ) www.cnbc.com time to read: +2 min

Bitcoin rallied on Thursday, but if trading this year is any guide, this pop will be one to fade. Bitcoin is down 13% from its March 13 record and ether has tumbled 34% in the same period. With a year-to-date gain of 50%, bitcoin is considered to be in a bull cycle that began in March 2023. The most recent Bitcoin halving took place in April, and the post-halving highs historically don't come until about 18 months after the supply cutting event . Between the popularity of bitcoin ETFs that launched in January, the slowing of the bitcoin supply and a slew of other macro and micro catalysts, many traders are holding out for a price surge.

Persons: Bitcoin, it's, Wolfe, Rob Ginsberg, Ginsberg Organizations: Federal Reserve, BTC, Securities, Exchange, & $

☆ One of the top-performing sectors could be heading for trouble
▼ + stars: | 2024-09-26 | by ( Fred Imbert | ) www.cnbc.com time to read: +2 min

The communications services sector has been on an unbelievable tear for nearly two years. Since hitting a low on October 2022, the Communication Services Select Sector (XLC) has nearly doubled, outperforming the S & P 500 in that time. "The smallest sector in the market (by constituents not value) has been one of the most dominant over the past two years," wrote Wolfe Research's Rob Ginsberg. Our sense is that is better for sale here," Ginsberg wrote. Elsewhere on Wall Street this morning, Bernstein upgraded Starbucks to outperform from market perform.

Persons: Wolfe, Rob Ginsberg, Ginsberg, Bernstein, Brian Niccol, Danilo Gargiulo Organizations: Communications, Netflix, Taco Bell Locations: GOOGL

☆ Battleground stocks: Wall Street is completely divided on these controversial names
▼ + stars: | 2024-09-19 | by ( Brian Evans | ) www.cnbc.com time to read: +4 min

Forty-one percent of analysts polled by FactSet have a buy rating on Tesla stock, while 21% have a sell rating. About 43% of analysts surveyed by FactSet maintain a buy rating on IBM stock, but 21% are at a sell. He also noted that the risk-to-reward skew on IBM stock is more balanced, leaving less upside for the stock. IBM YTD mountain IBM stock. Goldman Sachs recently added IBM to its conviction list with a $220 price target, or 2% above where shares closed Wednesday.

Persons: Tesla, TSLA, Wolfe Research's Emmanuel Rosner, Rosner, Morgan Stanley, Adam Jonas, Jonas, Elon Musk, Bernstein's Toni Sacconaghi, Sacconaghi, Goldman Sachs, Jim Schneider, Campbell Soup Organizations: CNBC Pro, FactSet, U.S, automakers, IBM, Pepperidge

☆ Fed has 'nothing to lose' with 50 bp cut, says Wolfe Research's Stephanie Roth
▼ + 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 EmailFed has 'nothing to lose' with 50 bp cut, says Wolfe Research's Stephanie RothStephanie Roth, chief economist at Wolfe Research, and CNBC's Steve Liesman join 'The Exchange' to discuss expectations for the Fed, why credit card data may be understating consumer spending, and more.

Persons: Wolfe, Stephanie Roth Stephanie Roth, Steve Liesman Organizations: Fed, Wolfe Research

☆ Harris won the presidential debate, says Wolfe Research's Tobin Marcus
▼ + stars: | 2024-09-11 | 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 EmailHarris won the presidential debate, says Wolfe Research's Tobin MarcusTobin Marcus, Wolfe Research head of U.S, policy and politics, joins 'Squawk Box' to discuss how Marcus would summarize Tuesday's presidential debate, the failures from the debate, and more.

Persons: Harris, Wolfe Research's Tobin Marcus Tobin Marcus, Wolfe, Marcus Organizations: Wolfe Research

☆ What happened to Intel was something very specific to them, says Wolfe Research's Chris Caso
▼ + stars: | 2024-08-05 | 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 EmailWhat happened to Intel was something very specific to them, says Wolfe Research's Chris CasoChris Caso, Wolfe Research senior analyst, joins 'Squawk Box' to discuss the latest market trends, state of the chips sector, what to make of the recent slide in chip stocks, impact of AI, and more.

Persons: Wolfe, Chris Caso Chris Caso Organizations: Intel, Wolfe Research

☆ Wolfe Research's Chris Senyek: Still a 'big believer' in the AI theme
▼ + stars: | 2024-08-05 | 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 EmailWolfe Research's Chris Senyek: Still a 'big believer' in the AI themeChris Senyek, Wolfe Research chief investment strategist, joins 'Money Movers' to discuss how to navigate the market sell-off, expectations from Nvidia, AI hype, and more.

Persons: Wolfe, Chris Senyek Organizations: Wolfe Research, Nvidia

☆ Watch CNBC's full interview with JPMorgan's David Kelly, Jefferies' David Zervos and Wolfe Research's Stephanie Roth on market sell-off
▼ + stars: | 2024-08-02 | 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 JPMorgan's David Kelly, Jefferies' David Zervos and Wolfe Research's Stephanie Roth on market sell-offDavid Kelly, JPMorgan Asset Management chief global strategist; David Zervos, Jefferies chief market strategist; Stephanie Roth, Wolfe Research chief economist; and Steve Liesman join 'CNBC's Special' to discuss what Friday's weak job reports suggest, their expectation from the Fed, and more.

Persons: JPMorgan's David Kelly, Jefferies, David Zervos, Wolfe Research's Stephanie Roth, David Kelly, Stephanie Roth, Wolfe, Steve Liesman Organizations: JPMorgan Asset Management, Jefferies, Wolfe Research

☆ Spending takes center stage in Meta Platform's earnings report after the bell Wednesday
▼ + stars: | 2024-07-31 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

More important to Wall Street is the company's capital expenditures — or spending — as investors are demanding to see clear signs that hefty investments in AI are beginning to pay off . META 1M mountain Meta shares this month The intensified attention toward AI spending comes on the heels of Alphabet's quarterly print and during a "make-or-break" week with earnings from four tech behemoths. While Alphabet topped Wall Street estimates, its rising expenses spurred a sell-off across the sector. But Beck also sees Meta shares going higher as he raised his price target to $600. An uptick in advertising Wall Street is also keeping an eye on advertising figures this quarter, with Nowak viewing Meta as best situated to weather any uncertainty.

Persons: Wolfe Research's, Khajuria, Morgan Stanley, Brian Nowak, capex, Raymond James, Josh Beck, Beck, Wells, Ken Gawrelski, Nowak, Mark Shmulik, Deutsche Bank's Benjamin Black, bode, America's Justin Post Organizations: Meta, StreetAccount, Deutsche, America's, ~$ Locations: Paris

☆ AI spending is in the crosshairs in a 'make-or-break' week that determines where Big Tech heads next
▼ + stars: | 2024-07-30 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

The Roundhill Magnificent Seven ETF (MAGS) currently sits 11% off its highs. MAGS YTD mountain Magnificent Seven ETF performance This backdrop sets the tone for a "make or break week" coinciding with the Federal Reserve's July rate decision Wednesday, according to Wolfe Research's Chris Senyek. Now, more than 18 months after the launch of groundbreaking ChatGPT, Wall Street wants results. Some Wall Street analysts believe strong quarterly results may not be enough to reverse the pullback in tech shares. "My gut is that the tech earnings are going to come in better than people expect."

Persons: Morgan, Roundhill, Wolfe, Chris Senyek, Jay Woods, Sundar Pichai, Deutsche Bank's David Folkerts, Baird's Ted Mortonson, Senyek, Rowe Price, Dominic Rizzo, CNBC's Organizations: Nasdaq, Federal, Microsoft, Meta, Apple, Freedom Capital, Deutsche, Tech, Fed, Trump

☆ Dexcom stock plummeting is an 'opportunity to add to positions', says Wolfe Research's Mike Polark
▼ + stars: | 2024-07-26 | 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 EmailDexcom stock plummeting is an 'opportunity to add to positions', says Wolfe Research's Mike PolarkMike Polark, Wolfe Research, joins 'Closing Bell Overtime' to talk Dexcom shares plummeting on Q2 results and how to play the stock.

Persons: Wolfe, Mike Polark Mike Polark Organizations: Wolfe Research

☆ These stocks have strong balance sheets as broader market sells off
▼ + stars: | 2024-07-25 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +3 min

Against this backdrop, Wolfe Research searched for stocks with a high free cash flow yield — that is, a comparison of a company's free cash flow to its market capitalization. Free cash flow refers to the amount of cash leftover after a company has paid its expenses. A higher free cash flow yield means the company is generating more cash, which it can then reinvest back into its business for further growth. With an estimated 2024 free cash flow yield of 5%, Lockheed Martin also made the list. IBM has an estimated 2024 free cash flow yield of 6%.

Persons: Wolfe, Wells, Daniel Politzer, Lockheed Martin, TD Cowen, Cai von Rumohr, Mills Organizations: Wolfe Research, Vegas Sands, Lockheed, Technology, Machines, IBM, Bank of America, Infrastructure, Consulting, Body, Delta Air Lines Locations: Macau, Bath

☆ Trump's VP pick Vance could have a market impact if they win—Beware Meta and Alphabet
▼ + stars: | 2024-07-16 | by ( Samantha Subin | ) www.cnbc.com time to read: +5 min

At a February event, Vance raised concerns about Alphabet and Meta Platforms , saying that the technology behemoths have hurt tech innovation and pose potential risks to democracy. Trump would completely delegate the tech policy agenda to anyone given his personal interest in that space," Gallant wrote. "But we believe Sen. Vance would be a very important voice — perhaps decisive on some matters — in view of experience in the tech sector ... and of tech policy." Cryptocurrencies Many Wall Street analysts also expect Vance to maintain a favorable stance toward digital assets under a Trump White House. These stocks should fare well given Trump's favorable view toward digital assets, Boltansky said.

Persons: Donald Trump, Trump, J.D, Vance, Peter Thiel, Stifel's Brian Gardner, Sen, Vance's, it's, Research's Blair Levin, Isaac Boltansky, Boltansky, TD Cowen's Paul Gallant, Lina Khan, Pres, Gallant, Raymond James, Ed Mills, Cryptocurrencies, Elizabeth Warren, Stifel's Gardner, Wolfe Research's Tobin Marcus Organizations: Ohio, Yale Law School, Republican Party, GOP, Technology, Twitter, Federal Trade, Street, Trump White House, Trump, Banking, Visa, Mastercard, U.S, Republican Locations: Washington

☆ Watch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie Roth
▼ + stars: | 2024-07-05 | 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 EmailWatch CNBC's full interview with Morgan Stanley's Andrew Slimmon and Wolfe Research's Stephanie RothAndrew Slimmon, senior portfolio manager at Morgan Stanley Investment Management; Stephanie Roth, chief economist at Wolfe Research; and CNBC’s Steve Liesman join 'The Exchange' to discuss market outlooks, expectations from the Fed, and more.

Persons: Morgan Stanley's Andrew Slimmon, Wolfe Research's Stephanie Roth Andrew Slimmon, Stephanie Roth, Steve Liesman Organizations: Morgan Stanley Investment Management, Wolfe Research

☆ Strong profit margins and earnings will sustain S&P bull run, says Wolfe Research's Chris Senyek
▼ + stars: | 2024-07-01 | 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 EmailStrong profit margins and earnings will sustain S&P bull run, says Wolfe Research's Chris SenyekChris Senyek, chief investment strategist at Wolfe Research, joins CNBC's 'The Exchange' to discuss his bull thesis for the market, outlooks for tax rates, and more.

Persons: Wolfe, Chris Senyek Chris Senyek Organizations: Wolfe Research

☆ Block has opportunity to accelerate even with slowing restaurant sales, says Wolfe Research's Peller
▼ + stars: | 2024-06-28 | 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 EmailBlock has opportunity to accelerate even with slowing restaurant sales, says Wolfe Research's PellerDarrin Peller, Wolfe Research, joins 'Fast Money' to talk how payment stocks are going to be impacted by decline in restaurant foot traffic.

Persons: Wolfe Research's, Darrin Peller, Wolfe Organizations: Wolfe Research

☆ It may be time to take some profits in Nvidia, chart analysts say
▼ + stars: | 2024-05-29 | by ( Sarah Min | ) www.cnbc.com time to read: +3 min

Nvidia is now a $2.8 trillion company, an eyewatering figure that places the graphics processing unit maker just behind Apple ($2.9 trillion) and Microsoft ($3.2 trillion) in the S & P 500. At the same time, however, more investors wonder if Nvidia is overvalued and they should start taking profits, especially as the broader market comes under pressure from higher Treasury yields. Nvidia has surged above its 50-day and 200-day moving averages, and it now boasts a price-to-earnings (P/E) ratio of 66. A move toward the upper band could mean the stock is overbought. Correction: A previous version of this article misstated the values of Nvidia, Apple and Microsoft.

Persons: Josh Brown, BTIG's Jonathan Krinsky, Krinsky, Wolfe, Rob Ginsberg, Ginsberg Organizations: Nvidia, Apple, Microsoft, Walmart, Netflix, Wealth, Bollinger

☆ There's 'a decent chance' of a conviction in Trump's hush money trial: Wolfe Research's Tobin Marcus
▼ + stars: | 2024-05-29 | 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 EmailThere's 'a decent chance' of a conviction in Trump's hush money trial: Wolfe Research's Tobin MarcusTobin Marcus, Wolfe Research’s head of policy and politics, joins 'Squawk Box' to discuss the latest developments in former President Trump's fraud trial, how the outcome of the trial could impact the November elections, and more.

Persons: Wolfe Research's Tobin Marcus Tobin Marcus, Wolfe Research’s, Trump's

☆ 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

☆ Fed minutes indicate worries over the lack of progress on inflation
▼ + stars: | 2024-05-22 | 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 EmailFed minutes indicate worries over the lack of progress on inflationCNBC's Steve Liesman, Lido's Ken Stern, and Wolfe Research's Stephanie Roth join 'Power Lunch' to discuss their takeaways from today's Fed minutes.

Persons: Steve Liesman, Lido's Ken Stern, Wolfe Research's Stephanie Roth Locations: today's

Search resuls for: "Wolfe Research's"

25 mentions found