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☆ Paul Meeks reveals his picks to play the A.I. trend
  + stars: | 2023-06-06 | 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 EmailPaul Meeks reveals his picks to play the A.I. trendPaul Meeks, portfolio manager at Independent Solutions Wealth Management, shares his top picks on how to play the artificial intelligence trend.
Persons: Paul Meeks Organizations: Independent Solutions Wealth Management
☆ Legacy automakers underestimated the EV transition, says fund manager Paul Meeks
  + stars: | 2023-06-06 | 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 EmailLegacy automakers underestimated the EV transition, says fund manager Paul MeeksPaul Meeks, portfolio manager at Independent Solutions Wealth Management discusses the challenges legacy carmakers face when competing in the EV sector against companies like Tesla.
Persons: Paul Meeks Paul Meeks Organizations: Independent Solutions Wealth Management, EV
☆ Nvidia shares are on a tear this year. Why Wall Street is bracing for a near-term pullback
  + stars: | 2023-05-31 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Nvidia shares are on a tear this year as the chipmaker asserts it dominance and cements itself as the one to beat in the AI arms race. NVDA YTD mountain Nvidia shares in 2023 Wall Street analysts and investors remain confident in the long-term trajectory of the stock, but say its latest jaw-dropping surge sets Nvidia up for a short-term pullback. Overbought conditions and a short-term pullback Despite Nvidia's jaw-dropping print, most near-term momentum indicators show the stock is overbought. Even so, Wald suggests investors consider buying on any pullback and using market dips to sell relatively weaker positions and buy Nvidia. Consolidation in megacaps Nvidia isn't the only big technology giant Wall Street's cooling on at least in the near-term.
Persons: Paul Meeks, Ari Wald, Oppenheimer, Wald, Janney Montgomery Scott, Dan Wantrobski, Katie Stockton, tailwinds, Price, Microsoft's, Meeks, Michael Bloom Organizations: Nvidia, Independent Solutions Wealth Management, Street, Amazon, Microsoft, Apple Locations: Tuesday's
☆ A.I. enthusiasm is responsible for the bulk of the stock market’s gain this year
  + stars: | 2023-05-03 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Digging deeper into the gains, Nvidia turns up as a big winner. Meta Platforms shares have doubled. If the Fed signals a pause Wednesday and rates fall, the market could see tech stocks rip higher. To be sure, other factors besides for AI have contributed to this year's rally in technology stocks. Jason Tauber, a portfolio manager at Neuberger Berman said AI stocks should start to experience bifurcation from here on out.
☆ Microsoft shares jump on strong results. Here's what analysts say is in store for the tech giant
  + stars: | 2023-04-26 | by ( Christina Falso | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMicrosoft shares jump on strong results. Here's what analysts say is in store for the tech giantJim Cramer, Stephanie Link of Hightower Advisors, Paul Meeks of Independent Solutions Wealth Management, Brent Thill of Jefferies, Karen Firestone of Aureus Asset Management, Joe Terranova Virtus of Investment Partners and Josh Brown of Ritholtz Wealth Management on what they think about Microsoft's recent earnings.
☆ Independent Solution's Meeks: Definitely wouldn't buy Netflix before the earnings call
  + stars: | 2023-04-17 | 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 EmailIndependent Solution's Meeks: Definitely wouldn't buy Netflix before the earnings callPaul Meeks, Independent Solutions Wealth Management portfolio manager, joins 'Squawk Box' to discuss this week's earnings results, what Meeks is looking for from Netflix, and more.
☆ Tech ripped higher to start the year. Here's how the pros are trading the sector in the new quarter
  + stars: | 2023-04-04 | by ( Samantha Subin | ) www.cnbc.com   time to read: +10 min
After the worst year for tech since 2008 , many investors questioned whether the market could move higher in the new year without the sector's cooperation. Names such as Apple , Microsoft and Amazon gained about 27%, 20% and 23% in the first quarter, respectively, as yields pushed lower. Amid this backdrop, Alphabet shares gained 17.6% in the first quarter as the company launched it's Bard chatbot rival. Not all investors view big tech so optimistically heading into the new quarter. Much of the surge in tech stocks stems from the oversold conditions created during 2022's carnage, positioning many of these stocks for a bounce, Meeks said.
☆ Nvidia's stock has climbed as Wall Street bets on A.I. Why investors say its promise is worth the premium
  + stars: | 2023-03-30 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
NVDA YTD mountain Nvidia shares so far this year Nvidia's stock' is trading at a forward price-to-earnings ratio of roughly 58 times. The focus on Nvidia's capabilities in this area have only grown since it unveiled new AI technologies at its GTC conference. On the heels of the conference, Goldman Sachs called the chipmaker a "key AI enabler," while Bank of America said Nvidia's AI dominance could "reshape the existing tech industry." That's in part because along with the hardware and software, Nvidia offers the engineers and relationships with both end-users and research organizations, which could stunt competitor plans from the get-go, Freund explained . Because so many engineers are already using Nvidia's software, some companies may face resistance if attempting to transition to a new language, explained Pieran Maru, an investment analyst at global asset management firm GAM Investments.
☆ Tech investors are 'too manic' with A.I. right now: Independent Solution's Paul Meeks
  + stars: | 2023-03-30 | 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 investors are 'too manic' with A.I. right now: Independent Solution's Paul MeeksPaul Meeks, Independent Solutions Wealth Management portfolio manager, joins 'Squawk Box' to discuss why the tech sector is outperforming, whether there's promise in the metaverse, and more.
☆ A longtime bear is ‘creeping back’ into tech — and has some picks to play it
  + stars: | 2023-03-22 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
Tech investor Paul Meeks — an unabashed longtime tech bear — is also beginning to warm to the sector. "I'm creeping back into the sector after long advocating an underweight position in it," he said in notes to CNBC on Friday. Chip makers NXP Semiconductors and STMicroelectronics also made Meeks' list, with the tech investor saying they are two stocks that he "likes very much." Outside of semiconductors, Meeks is also looking at German software firm SAP . "Keep an eye on SAP because this windfall for them could be a really nice blessing, a game-changer," he added.
☆ I'm still playing pretty defensive in tech, says Independent Solutions' Paul Meeks
  + stars: | 2023-03-20 | 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 EmailI'm still playing pretty defensive in tech, says Independent Solutions' Paul MeeksPaul Meeks, portfolio manager at Independent Solutions Wealth Management, joins CNBC’s Jon Fortt and the ‘CNBC Special: Taking stock’ to discuss Big Tech and cost-cutting measures taken by companies like Amazon.
☆ Time to buy the tech rally? Hedge fund manager Dan Niles and others reveal their top picks
  + stars: | 2023-03-20 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
The tech sector was a bright spot last week as the banking crisis rocked markets. Big tech and semiconductor stocks such as Nvidia and Microsoft were up around 12% over the week, while AMD soared over 18%. Hedge fund manager Dan Niles, meanwhile, said he likes Meta as it has a "strong" core business, with good user growth and engagement. Like Meeks, Niles is also bullish — but selective — on semiconductor stocks. Financial services firm BTIG said it believes that tech stocks have become something of a "rotation beneficiary given the recent events and rising odds for a hard landing."
☆ As yields fall, some investors are flocking to rate-sensitive technology stocks
  + stars: | 2023-03-14 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
A sharp decline in bonds yields is providing much needed relief for big tech stocks that were under pressure in recent weeks. Yields fell drastically Monday as the collapse of Silicon Valley Bank wreaked havoc on the broader banking sector and pushed investors into safe haven assets. The move brought the 2-year Treasury yield to its biggest 3-day decline since 1987 , while the yield on the 10-year Treasury note hit its lowest level since February. Tech's suffered from extreme volatility in recent months as yields barreled toward multiyear highs, and the Federal Reserve restricted monetary policy to quell inflation. Higher rates typical means valuations are less attractive for tech stocks since future profits become less valuable.
☆ Tesla a 'screaming buy' or bellwether for zombie stocks? The bulls and bears state their case
  + stars: | 2023-03-08 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +4 min
Tesla's stock closed at $193.81 on Monday — 49.2% off its 52-week high, compared to an average drop of 18% among its peers, according to FactSet. Over the year so far, Tesla shares are up around 57%, but looking ahead, analysts are divided on the company's prospects. The bears: 'Bellwether' for zombie stocks Apart from the recent price cuts, Tesla has hinted at a cheap, next-generation model that would cost $25,000. David Trainer, CEO of investment research firm New Constructs, said that it's "nosebleed high because the cash flow expectations baked into the stock price are unreasonably optimistic." And you look at the relative growth to large cap tech companies and it's a screaming buy," he said.
☆ Why investors don't expect a dividend check from Alphabet anytime soon
  + stars: | 2023-03-02 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
Coming out of the Internet bubble in 2003, Microsoft implemented a dividend for the first time in its then nearly three-decade history. Over the next decade, the software giant slowly hiked that dividend annually, while its shares languished mostly in the 20s. But despite the recent struggle in Alphabet shares, and fears over what lies ahead for the dominant search engine, big investors say a dividend isn't the best use of cash to convince investors to stay the course. Like some of its tech peers, Alphabet could pay a small dividend to "check the box for institutional investors," Meeks said. "Last thing you want to do is commit yourself to a dividend and then all of a sudden retrench it."
☆ Independent Solutions' Paul Meeks on tech stocks
  + stars: | 2023-02-27 | 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 EmailIndependent Solutions' Paul Meeks on tech stocksPaul Meeks, Independent Solutions Wealth Management portfolio manager, joins 'Squawk Box' to discuss the next bull leg in tech stocks, whether investors should focus on company fundamentals instead of sectors, and more.
☆ Watch CNBC's full interview with Independent Solution's Paul Meeks
  + stars: | 2023-02-27 | 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 EmailWatch CNBC's full interview with Independent Solution's Paul MeeksPaul Meeks, Independent Solutions Wealth Management portfolio manager, joins 'Squawk Box' to discuss the next bull leg in tech stocks, whether investors should focus on company fundamentals instead of sectors, and more.
☆ How big investors are playing the latest A.I. trend overtaking Wall Street
  + stars: | 2023-02-26 | by ( Samantha Subin | ) www.cnbc.com   time to read: +7 min
But not every company with AI in its title, or a stake in the race, may be worth investors' hard earned cash. Given these recent developments, many investors recommend staying long Microsoft, including Sid Choraria, a portfolio manager at SC Asia. Microsoft's AI developments and the reported blunder of Google's chatbot during a promotional video have fueled concerns in recent weeks that Alphabet may be losing the AI war . "Stay focused on Alphabet," he said, adding that more AI developments should create additional revenue opportunities. Integrating an AI tool into Alibaba's business and more AI content generation should improve efficiency and boost advertising effectiveness, he added.
☆ Is it time to buy Disney? Two market pros make their case for and against the stock
  + stars: | 2023-02-10 | by ( Zavier Ong | ) www.cnbc.com   time to read: +2 min
Disney beat Wall Street expectations for its first-quarter earnings , but it was its vast restructuring plan that stole the headlines. Two investors faced off on CNBC's " Street Signs Asia " on Thursday to make their case for and against buying the stock. "Man, when you do a restructuring of that size with a company this big, it's not going to be easy. He believes the company is a "great business" and investors should take a long-term view. "Kids are thrown into the Disney franchises and the Disney business model will stay with them for life.
☆ Big-tech stocks are bouncing back in 2023. Now they face their first big test
  + stars: | 2023-01-24 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
"This is the first real test we've had in a while for big tech stocks," said Adam Sarhan, CEO of 50 Park Investments. Tech companies have already demonstrated that they are bracing for slower growth with a string of recent cost-cutting announcements and layoffs that have left few stalwarts untouched. Sarhan expects most technology companies to surpass expectations, in part because estimates have come so much. Some analysts remain optimistic heading into earnings season, viewing this period as a potential reset for dismal expectations. Companies often use this earnings season as an opportunity to guide for the year ahead.
☆ The Nasdaq had its worst year since 2008. These are the best and worst performers and what to expect in 2023
  + stars: | 2022-12-27 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
2022 brought an end to an impressive bull run for technology — and the worst year for the Nasdaq Composite since 2008. Energy stocks, meanwhile, found favor in investors' portfolios, as did healthcare and financials. Given this outlook, CNBC examined some of the worst and best-performing stocks in the Nasdaq 100 this year. Energy stocks Energy won 2022, benefitting from volatile oil prices triggered by the war in Ukraine. Meta Platforms was the worst-performing FAANG name, and one of the poorest-performing Nasdaq stocks.
☆ What's next after a brutal year for tech? Market watchers share their views — and top stock picks
  + stars: | 2022-12-26 | by ( Zavier Ong | ) www.cnbc.com   time to read: +7 min
If you invested in tech stocks in 2022, chances are you're sitting on a loss right now. As they head into 2023, investors could be forgiven for thinking that the worst of the tech rout is over. Big Tech is 'not dead' Michael Yoshikami, founder and CEO of Destination Wealth Management, said Big Tech is "not dead," though it will take time to recover. Goldman Sachs and Citi also see pockets of opportunities within Big Tech, with both naming Amazon and Meta Platforms as their top picks for 2023. The sector has traditionally been viewed as a growth sector, but some analysts say tech stocks are now value stocks instead.
☆ A long-overdue reality check for tech stocks has reset the bar for 2023
  + stars: | 2022-12-20 | by ( Samantha Subin | ) www.cnbc.com   time to read: +9 min
Despite the comedown, many stocks still are expensive on a price-to-earnings basis when compared with the broader S & P 500, which trades at 18 times earnings. As of Monday's close, Meta shares trade at 11 times earnings on a 12-month trailing basis, down from 24 times at the start of 2022. PE ratios for all three stocks have come down significantly this year, with Cisco trading at 17 times earnings, compared to more than 23 times at the start of 2022. Within the semiconductor sector, Meeks favors names operating within industrials and autos, that are better positioned in a slowdown. While risk-averse tech may be the name of the game for 2023, some investors caution opting out of growth altogether.
☆ It's been a bad year for tech. But top investor Paul Meeks is betting on these bright spots
  + stars: | 2022-12-01 | by ( Zavier Ong | ) www.cnbc.com   time to read: +3 min
E-commerce Meeks is avoiding the e-commerce space altogether, citing concerns about "lackluster" online Christmas spending in the United States and the return of Covid shutdowns in China. Among the world's major e-commerce stocks, Meeks said he prefers JD.com to Alibaba and Amazon , though he suggested that "investors wait to buy any of them." Cyber stocks Cyber stocks, like nearly everything else in the broader tech sector, haven't been spared from this year's tech rout. The First Trust Nasdaq Cybersecurity ETF (CIBR) and the iShares Cybersecurity and Tech ETF (IHAK) are both down by about 22% this year, less than the Nasdaq's 30% drop. The semiconductor sector has, however, recovered slightly, with the SOX up 14.9% since the end of the third quarter.
☆ Google's search business shows more resilience than Meta's social ads, says Paul Meeks
  + stars: | 2022-10-25 | 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 EmailGoogle's search business shows more resilience than Meta's social ads, says Paul MeeksPaul Meeks, Independent Solutions Wealth Management portfolio manager, joins 'Squawk Box' to discuss expectations for upcoming tech earnings, anticipations for decelerating cloud growth, and resilience factors effecting digital advertising companies.
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