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☆ Ives: This tech market will be on fire as the AI revolution hits its next phase.
  + stars: | 2024-11-25 | 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 EmailIves: This tech market will be on fire as the AI revolution hits its next phase. Dan Ives, Global Head of Technology Research at Wedbush Securities, discusses the tech sector's strong performance despite NVIDIA's earnings stumble. He upgrades several AI-focused software companies, including Snowflake and Elastic, predicting significant growth driven by the AI revolution.
Persons: Dan Ives Organizations: Global, of Technology Research, Wedbush Securities
☆ 'Constraints' on Nvidia mean 'more is coming later,' says Melius Research's Ben Reitzes
  + stars: | 2024-11-21 | 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 Email'Constraints' on Nvidia mean 'more is coming later,' says Melius Research's Ben ReitzesBen Reitzes, Melius Research head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia, reactions to the most recent earnings report, and more.
Persons: Melius Research's Ben Reitzes Ben Reitzes Organizations: Nvidia
☆ Nvidia's quarterly report will be 'drop the mic' moment, says Wedbush's Dan Ives
  + stars: | 2024-11-20 | 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 quarterly report will be 'drop the mic' moment, says Wedbush's Dan IvesDan Ives, Wedbush Securities global head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia's earnings, how competitors stand, and more.
Persons: Wedbush's Dan Ives Dan Ives Organizations: Wedbush Securities
☆ 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
☆ What to know about the new way Microsoft will report cloud numbers Wednesday
  + stars: | 2024-10-29 | by ( Morgan Chittum | ) www.cnbc.com   time to read: +7 min
Announced in August , and reported this way for the first time this week, Microsoft decided to change which revenue streams fall under its three main reporting segments. In Microsoft's upcoming report, search and news advertising revenue will move from the More Personal Computing (PCP) segment into the Intelligent Cloud (IC) segment. Another change includes Microsoft removing revenue from Power Business Intelligence data analytics and the Enterprise Mobility and Security group of products from the IC segment. MSFT YTD mountain Microsoft (MSFT) year-to-date performance Some Wall Street analysts are upbeat on the new reporting structure. He also touted Microsoft's AI prospects ahead of quarterly earnings — citing the company's first-mover advantage in integrating AI.
Persons: Piper Sandler's Brent Bracelin, Bracelin, Morgan Stanley, there's, Jim Cramer, I'm, Jim, Amy Hood's, Jim Cramer's, Satya Nadella, Dimas Ardian Organizations: Microsoft, Web Services, Power Business Intelligence, Enterprise Mobility, Security, Piper, CNBC, BI, Guggenheim, Big Tech, Bloomberg, Getty Locations: OpenAI, Jakarta, Indonesia
☆ 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
☆ 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
☆ Oracle gave a glimpse of the power AI has on its business. Where investors should look next
  + stars: | 2024-09-15 | by ( Paulina Likos | ) www.cnbc.com   time to read: +10 min
For the past three years, software stocks have suffered as revenue growth softened, and investors remain skeptical about when it will return. For Oracle, that's its cloud infrastructure — a service that has improved Oracle's fundamental growth story, Walravens argued. This strategic move positioned Oracle as a key player in AI, fueling growth in its infrastructure as a services (IaaS) business. Oracle Cloud Infrastructure is central to this growth, offering a suite of services for AI-driven workloads. SAP YTD mountain SAP stock performance year-to-date.
Persons: Raimo Lenschow, Pat Walravens, Walravens, Bernstein, Mark Moerdler, tailwinds, Goldman Sachs, Amy Hood, it's, Keith Bachman, Bachman Organizations: Oracle, Nvidia, Barclays, Investors, Software, Services, Microsoft, SAP, Citizens, CNBC, Google, Oracle Cloud Infrastructure, Microsoft Microsoft, AI Services, Wall, BMO
☆ 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
☆ 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
☆ 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
☆ 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
☆ 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
☆ Salesforce's plunge doesn't deter bull case for stock, says Citizens JMP's Patrick Walravens
  + stars: | 2024-05-30 | 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 EmailSalesforce's plunge doesn't deter bull case for stock, says Citizens JMP's Patrick WalravensPatrick Walravens, director of technology research at Citizens JMP, joins "The Exchange" to break down Saleforce's stock slump.
Persons: JMP's Patrick Walravens Patrick Walravens Organizations: Citizens
☆ 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 should have a new app store with AI by June, says Melius Research's Ben Reitzes
  + stars: | 2024-03-25 | 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 EmailApple should have a new app store with AI by June, says Melius Research's Ben ReitzesBen Reitzes, head of technology research at Melius Research, joins 'Squawk on the Street' to discuss Apple's culture, when there will be clarity on the endgame for Apple, and what could distract Apple leadership from their core mission.
Persons: Melius Research's Ben Reitzes Ben Reitzes Organizations: Melius Research, Apple
☆ Melius' Ben Reitzes on why AMD could be an 'Nvidia-mini'
  + stars: | 2024-03-08 | 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 EmailMelius' Ben Reitzes on why AMD could be an 'Nvidia-mini'Ben Reitzes, Melius Head of Technology Research, joins 'Closing Bell Overtime' to discuss the semiconductor space and his latest note on why AMD could be an 'Nvidia-mini'.
Persons: Ben Reitzes Organizations: AMD, Nvidia, Technology Research
☆ Google's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben Reitzes
  + stars: | 2024-02-08 | 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 EmailGoogle's Gemini chatbot is 'evolutionary not revolutionary', says Melius' Ben ReitzesBen Reitzes, Melius Research Head of Technology Research, joins 'Fast Money' to talk Google's revamped AI chatbot and what it means for the company and AI landscape.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Technology Research
☆ Tim Cook's language hints AI strategy is coming: Melius' Ben Reitzes
  + stars: | 2024-02-01 | 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 EmailTim Cook's language hints AI strategy is coming: Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Power Lunch' to discuss how Apple will eventually become an AI company, the iPhone sales issues, and more
Persons: Tim, Ben Reitzes Ben Reitzes Organizations: Apple
☆ It's a good time to be in the 'picks and shovels' of AI, says Melius' Ben Reitzes
  + stars: | 2024-01-19 | 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 EmailIt's a good time to be in the 'picks and shovels' of AI, says Melius' Ben ReitzesBen Reitzes, Melius head of technology research, joins 'Closing Bell Overtime' to talk the markets' record day led by Big Tech and what the AI investing paybook for 2024 looks like.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Big Tech
☆ Revenue is 'everything right now' for Apple, says Melius' Ben Reitzes
  + stars: | 2023-10-30 | 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 EmailRevenue is 'everything right now' for Apple, says Melius' Ben ReitzesBen Reitzes, Melius Research head of technology research, joins 'Closing Bell Overtime' to talk today's Apple event and what the company needs to show to improve stock performance.
Persons: Melius, Ben Reitzes Ben Reitzes Organizations: Revenue, Apple
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