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☆ Rosenblatt names its top picks to play the ‘age of A.I. gold rush’
▼ + stars: | 2023-08-18 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

Rosenblatt is calling out its favorite networking and semiconductor stocks as the "age of AI gold rush" kicks into high gear. That's creating an attractive setup for what Rosenblatt views as the "picks and shovels" in the networking and semiconductor industries. "Most large enterprises want to train and run large AI applications in the Cloud, but only a small portion of existing Cloud infrastructure can support it." Beyond the pure-play semiconductor names tied to AI, Rosenblatt is placing its bets on Coherent . Ambarella is another beneficiary of the growing need for to handle sophisticated AI models, down about 17% this year.

Persons: Rosenblatt, It's, Mike Genovese, Kevin Cassidy, — CNBC's Michael Bloom Organizations: AMD, Nvidia, Qualcomm, Rambus Locations: Ambarella

☆ You have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's Crockett
▼ + stars: | 2023-08-18 | 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 EmailYou have to be careful with Apple's stock with interest rates elevated, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss the relationship between Apple and rates, the stock levels, and separation amongst the top tech companies.

Persons: Rosenblatt's Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple

☆ Rosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recovering
▼ + stars: | 2023-07-27 | 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 EmailRosenblatt's Barton Crockett on Meta's earnings beat: The advertising market is recoveringBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss Meta's quarterly quarterly earnings results, the rebound in digital advertising, the state of the Metaverse, and more.

Persons: Rosenblatt's Barton Crockett, Barton Crockett Organizations: Rosenblatt Securities

☆ Hollywood strike may soon turn destructive for media stock investors, analysts say
▼ + stars: | 2023-07-20 | by ( Alex Harring | ) www.cnbc.com time to read: +8 min

"We're getting to a point of being very destructive to the entertainment ecosystem," said Rosenblatt Securities analyst Barton Crockett. Bazinet said to expect the walkout to last into the fourth quarter, which would mean a writers' strike lasting between around 150 and 240 days and an actors' strike in a range of 70 and 160 days. The strikes could cost the film and TV industry about $150 million per week, Citigroup's Bazinet wrote, using inflation-adjusted data from the 1980 actors' strike. "The lasting impacts are: [it] makes the streamers stronger and the traditional media companies weaker," Crockett said. JPMorgan analyst David Karnovsky downgraded movie theatre chain Cinemark shares to neutral from overweight earlier this week, citing the strike.

Persons: We're, Barton Crockett, Jason Bazinet, Bazinet, Douglas Mitchelson, Mitchelson, Goldman Sachs, Brett Feldman, Philip Cusick, Cusick, Goldman's Feldman, Citigroup's Bazinet, Rosenblatt's Crockett, Crockett, Feldman, Barbie, Oppenheimer, Stephen Laszczyk, David Karnovsky, Karnovsky, — CNBC's Michael Bloom Organizations: Screen, – American Federation of Television, Radio Artists, Alliance, Television Producers, Writers Guild of America, Rosenblatt Securities, Media, AMC, Disney, Warner Bros, Discovery, Paramount, Netflix, UFC, Endeavor, WWE, SAG, Credit Suisse, JPMorgan, AMC Networks, WBD, Covid, Comcast, CNBC

☆ These are the best stocks to own in the second half, according to Rosenblatt Securities
▼ + stars: | 2023-07-05 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

Rosenblatt Securities is looking toward the second half of the year for investors. Our price target of $200 is supported by a mid-20s P/E on earnings power of over $6.00," the note said. NVDA AMD YTD mountain Both AMD and Nvidia have benefited from the explosion in artificial intelligence so far this year. In media and entertainment, Lions Gate Entertainment class B stock made the Rosenblatt list with a $17 per share price target. Rosenblatt is also eyeing broadband company Harmonic , with a $22 per share price target that implies about 35% upside.

Persons: Rosenblatt, Rosenblatt's Michael Kiernan, Barton Crockett Organizations: Securities, AMD, Nvidia, Galaxy, Toronto Stock Exchange, Lions, Entertainment

☆ Meta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-07-03 | 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 EmailMeta and Alphabet are both well positioned for an ad recovery, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities analyst, joins 'Squawk on the Street' to discuss tech closing its best first half in 40 years, generative A.I. fueling momentum in tech, and charting tech's recovery from the ad market pullback.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities

☆ iPhone is the most important device of this economy, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-20 | 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 EmailiPhone is the most important device of this economy, says Rosenblatt's Barton CrockettBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to discuss Apple as the stock is trading at its all-time highs, why he thinks iPhone is an important device in this economy and more.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Apple

☆ We're in a difficult transition period for streaming, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-07 | 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 EmailWe're in a difficult transition period for streaming, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities Senior Research Analyst & Managing Director, joins 'Fast Money' to discuss why he believes the bullish sentiment around Netflix may be premature.

Persons: Rosenblatt's Barton Crockett Barton Crockett Organizations: Rosenblatt Securities, Netflix

☆ Apple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-06-05 | 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 EmailApple's iOS 17 expands capabilities of iPhone ecosystem, says Rosenblatt's Barton CrockettRosenblatt's Barton Crockett and CNBC's Steve Kovach join 'The Exchange' to discuss Apple's transition away from intel chips, Apple's ability to take share in smartphone, and the appeal of Apple's product ecosystem.

Persons: Rosenblatt's Barton Crockett, Barton Crockett, Steve Kovach Organizations: intel

☆ How A.I. could disrupt the music industry
▼ + stars: | 2023-05-17 | by ( Samantha Subin | ) www.cnbc.com time to read: +3 min

But for many sectors — including the music industry — AI could fundamentally shatter the way some companies operate, and implode some lucrative revenue sources underpinning their dominance. "If AI is able to create the next hit song, then you've broken that model and that's an existential challenge for music labels, and for pop stars." In a recent note to clients, Morgan Stanley's Omar Sheikh noted that labels could charge for AI tools to use their creative material, or harness generative AI capabilities to craft music that resonates with or better targets certain audiences. The company's already begun experimenting with AI technology, recently debuting a DJ tool that personalizes and plays curated music. AI tools would allow music distribution platforms to cut costs and take advantage of cheaper and independent music generated by AI, said Credit Suisse's Douglas Mitchelson in a recent note.

☆ Rosenblatt's Barton Crockett on Fox: This is a bigger, more interesting challenge for the network
▼ + stars: | 2023-05-09 | 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 EmailRosenblatt's Barton Crockett on Fox: This is a bigger, more interesting challenge for the networkBarton Crockett, Senior Analyst at Rosenblatt Securities, joins 'Squawk Box' to discuss Fox's quarterly earnings results, the ensuing fallout from the company's Dominion settlement and ouster of Tucker Carlson, and more.

☆ Meta's new focus on cost-cutting is impressive, says Rosenblatt's Crockett
▼ + stars: | 2023-04-21 | 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 EmailMeta's new focus on cost-cutting is impressive, says Rosenblatt's CrockettBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to preview Meta's upcoming quarterly earnings report, significant growth prospects for Meta in the future, and more.

☆ Here's why Rosenblatt's Barton Crockett has a buy rating on Alphabet, Meta, Apple
▼ + 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 EmailHere's why Rosenblatt's Barton Crockett has a buy rating on Alphabet, Meta, AppleBarton Crockett, senior analyst at Rosenblatt Securities, joins 'Squawk on the Street' to discuss why investors should stick with internet stocks, how important company efficiency is right now, and more.

☆ Theme parks an advantage Disney has over other streaming companies, says Rosenblatt's Crockett
▼ + stars: | 2023-02-09 | 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 EmailTheme parks an advantage Disney has over other streaming companies, says Rosenblatt's CrockettBarton Crockett, Rosenblatt, joins 'Closing Bell' to discuss Disney's earnings and new direction under Bob Iger.

☆ Meta shares rocket 25%, on pace for the best day in a decade
▼ + stars: | 2023-02-02 | by ( Rohan Goswami | ) www.cnbc.com time to read: +2 min

Meta shares jumped 25% Thursday morning, on pace for the best day in nearly a decade, with a slew of analyst upgrades coming off the back of a fourth-quarter revenue beat and optimistic prognostications from CEO Mark Zuckerberg. Meta shares sit at their highest point since September 2022, weeks before a disastrous third-quarter earnings report that prompted analysts across Wall Street to openly question Zuckerberg's leadership. posited Evercore ISI analyst Mark Mahaney. He cited "materially reduced expense projections" and a larger-than-anticipated share buyback, upping his price target to $275 and reiterating an outperform rating. At Guggenheim, Michael Morris revised his price target to $210, maintaining a buy rating, citing in part lowered costs and a belief in management messaging on "momentum."

☆ Meta's short video Reels may finally be ready to challenge TikTok, analysts say
▼ + stars: | 2023-02-02 | by ( Samantha Subin | ) www.cnbc.com time to read: +4 min

Improving Reels engagement is boosting analysts' confidence in the short-form video platform's ability to compete with TikTok. META 1D mountain Meta Platforms shares surged more than 28% Thursday, on pace for their best day since 2013. Looking ahead, some analysts believe that Reels plays a dominant role in improving Facebook's efficiency. Easing TikTok tensions As for TikTok, some analysts say Reels is in position to overtake the short-form video leader that finds itself under increasing pressure as calls for a nationwide bans grow. JPMorgan analyst Doug Anmuth views improving Reels engagement trends and artificial intelligence investments as a way to temper threats from TikTok.

☆ Analysts call Intel’s disappointing quarter an ‘historic collapse’ and 'much worse than feared'
▼ + stars: | 2023-01-27 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

JPMorgan cuts price target to $28 from $32, reiterates underweight rating. Mizuho cuts price target to $29 from $32, reiterates neutral rating. Wells Fargo cuts price target to $26 from $32, reiterates equal weight rating. Barclays cuts price target to $27 from $30, keeps equal weight rating. Cowen cuts price target to $26 from $31, keeps market perform rating.

☆ 2023 is starting out better than feared for media companies, says Rosenblatt's Barton Crockett
▼ + stars: | 2023-01-13 | 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 Email2023 is starting out better than feared for media companies, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk Box' to discuss secular headwinds impacting the economic environment, media stocks displaying positive multiples, and cable companies competing with fiber networks.

☆ Apple is positioned for a good recovery, says Rosenblatt's Barton Crockett
▼ + stars: | 2022-12-27 | 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 EmailApple is positioned for a good recovery, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss Apple overcoming supply and demand setbacks, production delays correcting, and more.

☆ Consolidation in streaming isn't always a great equity play, says Rosenblatt's Barton Crockett
▼ + stars: | 2022-12-20 | 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 EmailConsolidation in streaming isn't always a great equity play, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss competition among media streaming providers, revenue opportunities in ad services and subscription plans, and the prospect of consolidating streaming platforms.

☆ It's darkest before the dawn in DTC, and we're at a dark point right now, says Rosenblatt's Crockett
▼ + stars: | 2022-11-09 | 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 EmailIt's darkest before the dawn in DTC, and we're at a dark point right now, says Rosenblatt's CrockettBarton Crockett, Rosenblatt Securities senior analyst and managing director, joins 'Squawk on the Street' to discuss Disney's quarterly earnings results.

☆ Small research firm disagrees with Bank of America call, upgrades Apple and predicts 25% rally
▼ + stars: | 2022-09-29 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +2 min

Rosenblatt Securities on Thursday upgraded shares of Apple to buy from neutral, directly disagreeing with a rare downgrade from Bank of America. Bank of America, in its downgrade, said it doesn't see Apple's stock continuing to outperform. In addition, Apple shares have jumped in the third quarter, rallying more than 9%. Some 40% of respondents said that the iPhone 14 Pro Max was their top choice to buy, while the less-costly iPhone 14 Pro came in second, with 26% picking the phone as their top choice. Production woes Crockett also noted a recent Bloomberg News report that said Apple was bailing on plans to boost new iPhone production.

☆ Tech is the future; you have to own it, says Rosenblatt's Barton Crockett
▼ + stars: | 2022-09-26 | 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 is the future; you have to own it, says Rosenblatt's Barton CrockettBarton Crockett, Rosenblatt Securities senior analyst, joins 'Squawk on the Street' to discuss increased gains in dollar prices, navigating unruly conditions around owning tech, and secular competition in the tech sector.

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