Top related persons:
Top related locs:
Top related orgs:

Search resuls for: "Piper"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bianco Research's Jim Bianco and Piper Sandler's Michael KantrowitzJim Bianco, president of Bianco Research, and Michael Kantrowitz, chief investment strategist at Piper Sandler, join CNBC's 'The Exchange' to discuss the market's response to the October jobs report, how rising yields could impact markets, and more.
Persons: Bianco, Jim Bianco, Piper Sandler's Michael Kantrowitz Jim Bianco, Michael Kantrowitz, Piper Sandler, CNBC's Organizations: Bianco Research
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Fed is making a mistake by cutting rates next week: Jim BiancoJim Bianco, president of Bianco Research, and Michael Kantrowitz, chief investment strategist at Piper Sandler, join CNBC's 'The Exchange' to discuss the market's response to the October jobs report, how rising yields could impact markets, and more.
Persons: Jim Bianco Jim Bianco, Michael Kantrowitz, Piper Sandler, CNBC's Organizations: Bianco Research
Coinbase Global's latest earnings were even weaker than expected, but with an eye toward next week's election and its effect on cryptocurrency markets, many analysts on Wall Street say the exchange is still a buy. Coinbase also warned that an October drop in the price of ether could offset growth in nontrading revenue in the current quarter. Coinbase tumbled as much as 8.6% in early trading Thursday, touching a low of $193.56. The election outcome at one point was widely viewed as a key catalyst for the price of bitcoin. On the earnings call, CEO Brian Armstrong said he expects to see "the most pro-crypto Congress ever" next year.
Persons: Coinbase, Joseph Vafi, Genuity, Citigroup's Peter Christiansen, Christiansen, , Brian Armstrong, Piper Sandler, Patrick Moley, — CNBC's Michael Bloom Organizations: Wall, White House, Citi, Canaccord, Bank of America, SEC Locations: U.S, .
The election markets have not gone unnoticed by the Republican Party’s presidential nominee, Donald Trump, who has touted his odds on social media and at campaign events. With more than 50 million ballots already cast ahead of Tuesday’s election, here’s what you need to know about election betting in the US. Robinhood, a popular stock-trading app, launched presidential election betting on Monday. PredictIt, another prediction market embroiled in a legal fight with the CFTC, also offers election contracts while its case is ongoing. Researchers, however, have long studied political prediction markets.
Persons: Donald Trump, , Trump, Kamala Harris, Kalshi, , PredictIt, David G, Schwartz, ” Schwartz, Paul Rhode, Koleman Strumpf, isn’t, Elon Musk, Cantrell Dumas, it’s, ” Dumas Organizations: CNN, White, Kalshi, Republican, Democratic, Futures Trading Commission, Senate, DC, Appeals, CFTC, University of Nevada, The University of Iowa, Iowa Electronic Markets, Victoria University of Wellington, Commission, Better Locations: United States, Washington ,, Michigan, Las Vegas, New York City, Rhode, Nevada , Texas , Michigan, Iowa, New Zealand, Wisconsin, Pennsylvania
AMD still has a gap to close with Nvidia's AI chips
  + stars: | 2024-10-30 | by ( Helen Li | ) www.businessinsider.com   time to read: +4 min
AMD aims to close the gap with Nvidia, which holds 80% of the GPU market. AMD still has a large gap with Nvidia, as it lags behind in GPUs or graphics processing units. Su responded that AMD's road map "actually closed a good part of that gap" with Nvidia's products and that AMD holds an advantage in data center retrofitting. Advertisement"As much as we still believe NVDA will be hard to shake from its 80-85% AI share, AMD still has done an enviable job from virtually zero to ~5% market share," Arya wrote in a note released on Wednesday. Even if this share remains unchanged, the underlying AI growth will still provide AMD "the chance to participate," he added.
Persons: , Lisa Su, MI350, Blackwell, Vivek Arya, Su, Piper Sandler, Harsh Kumar, We've, Arya, Morgan Stanley Organizations: AMD, Nvidia, Service, Devices, Wall Street, Bank of America Securities, Analysts, Microsoft, Meta, Google
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
AdvertisementBehind the booming appetite for new smells is Gen Z. AdvertisementIf there's one thing Gen Z loves, it's a name for something. Under the handle @juliaperfumery, she shares perfume reviews for her primarily Gen Z audience against the backdrop of her New York City apartment's perfume closet. "If there's one thing Gen Z loves, it's a name for something," O'Toole says. There are back-to-school scents, scents to win your ex back, scents to smell like Vanessa Paradis in Paris in the '90s — the list goes on.
Persons: Julia Dovgal, douse, mother's Chanel, Dior, Jo Malone's, Wood, Dovgal, She's, Circana, Gen Zers, Gen Xers, It's, Piper Sandler, Valentino, Jean Paul Gaultier, Maison Francis Kurkdjian's, TikTok, Phlur, , it's, Juliette, Emelia O'Toole, There's, O'Toole, We've, Vanessa Paradis, Piper, Cathrine Jansson, Boyd, " Jansson, Gen Z, Chanel, Marilyn Monroe, Catherine Deneuve, Nicole Kidman, isn't, Gris Charnel, Jansson, Bella, Susan Wai Hnin, Zers Organizations: Saks, Perfume, Anglia Ruskin University, Urban Outfitters, rockstar Locations: Salt, Bath, New York City, TikTok, New York, Paris, London
Piper Sandler's Top Names in AI Infrastructure
  + stars: | 2024-10-29 | 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 EmailPiper Sandler's Top Names in AI InfrastructurePiper Sandler analyst James Fish lays out which names are ahead of the rest in the ever-growing market for AI infrastructure.
Persons: Piper Sandler, James Fish
The S & P 500 is toting a 1.3% gain in October, but it's up more than 22% in 2024. He said his team expects the CBOE Volatility Index (VIX) , a measure of expected volatility, to remain elevated around 20 until after Election Day. Individual investors are already expressing some worries about how the markets might behave in the run-up to Nov. 5 – and the days that follow. Cash-secured puts can offer investors an opportunity to put cash to work and generate some income, he said. Covered call strategies have also come into play as a potential way for investors to contend with concentrated positions, he added.
Persons: Craig Johnson, Piper Sandler, Logan Queck, I'm, Malcolm Ethridge, Ethridge, they've, Ashton Lawrence, Cash, Lawrence Organizations: Wealth, CFP, Capital, IRS, Investment Company Institute, Mariner Wealth Advisors Locations: West Des Moines , Iowa, Washington ,, Greenville , South Carolina
Morgan Stanley initiates FrontView REIT as overweight Morgan Stanley said the commercial real estate investment trust company is well positioned. " Morgan Stanley downgrades Global Foundries to equal weight from overweight Morgan Stanley said it sees rising competition for the semis company. " Morgan Stanley upgrades Nutanix to overweight from equal weight Morgan Stanley said the cloud computing software company is well positioned. " Morgan Stanley downgrades Ciena to equal weight from overweight Morgan Stanley said it sees a more balanced risk/reward for the networking and systems software company. Wedbush adds Roblox to the best ideas list The firm said it sees robust revenue growth ahead.
Persons: Cantor Fitzgerald, Morgan Stanley, FrontView, Baird, AAON, Canaccord, Tesla, Jefferies, NTNX, Wells, Raymond James downgrades, Wolfe, DOV, Morgan Stanley downgrades Ciena, Piper Sandler, Bowlero, Piper, Goldman Sachs, Goldman, it's bullish, Marcellus, Bernstein, SARO, Stifel downgrades, Oppenheimer, Monness Crespi Hardt, Coinbase, Stifel, it's Organizations: Nvidia, Broadcom, MU, JPMorgan, Apple, Dell, Cisco, Spotify, Honeywell, Walmart, " Bank of America, Antero Resources, Bank of America, Macquarie, China EV, Stifel downgrades Colgate, Palmolive, Colgate, Commerce, ~$ Locations: AVGO, 1H25, Dover, Appalachia, Utica, West Virginia
During a special election in Wisconsin over the summer, a group of partisan poll watchers showed up at a handful of precincts in Glendale, a suburb of Milwaukee, and created chaos by contesting every absentee ballot that was cast. After they were reminded repeatedly about the rules against making meritless ballot challenges, the groups of poll watchers “turned disruptive,” according to Glendale Mayor Bryan Kennedy. They didn’t, and the police were called,” Kennedy told CNN, adding that once police arrived, the observers left peacefully. Some context: Poll watchers are a key component of election transparency, and both Democrats and Republicans have built out their ranks of volunteers and lawyers to observe polling places and vote counting centers. Read more about how election workers are preparing for poll watchers here.
Persons: , Glendale Mayor Bryan Kennedy, ” Kennedy, , Trump, Joe Biden —, Read Organizations: Glendale Mayor, CNN, Republicans, battlegrounds Locations: Wisconsin, Glendale, Milwaukee
CNN —Former Secretary of State Hillary Clinton said Thursday that former President Donald Trump is now “more unhinged, more unstable” and more dangerous than when she faced him in the 2016 presidential election. “I think that she’s running her campaign based on a lot of the lessons that we have learned over the last eight years. First and foremost, how incredibly dangerous Donald Trump is. That wasn’t maybe as clear as it should have been back in 2016. “Well, first of all, I don’t think she has Jim Comey in the wings waiting to kneecap her.
Persons: Hillary Clinton, Donald Trump, , CNN’s Kaitlan Collins, ” Clinton, , Kamala Harris ’, Trump, Obama, Harris doesn’t, Trump’s, John Kelly, ” Kelly, , Adolf Hitler’s, Hitler, it’s, Harris, Clinton, Kelly, Clinton dryly, James Comey, Jim Comey, CNN’s Kate Sullivan, Eric Bradner Organizations: CNN, Democratic, New York Times, , Justice Department
A day after its sharpest rally since 2013, Tesla's stock on Friday headed for its highest close in more than a year as investors and analysts continued to applaud the electric vehicle company's third-quarter results. Tesla shares rose 2.8% on Friday morning to $267.79, putting the stock on pace for its highest finish since September 2023. The firm, which already had a buy rating on the stock, said it was increasing its 12-month price stock prediction to $315 from $310 "to reflect higher deliveries and higher margins." Still, Tesla's stock remains about 35% below its all-time high reached in 2021. WATCH: Tesla's price war is over
Persons: Elon Musk, Mark Read, Piper Sandler, Tesla, FactSet, Musk, Larry Ellison, Li Auto, Bernstein Organizations: Cannes Lions, JPMorgan, Forbes, Tesla, Ford, General Motors Locations: Cannes, France, FSD, California, Texas, China, U.S
AdvertisementTesla's earlier Robotaxi unveiling failed to impress investors, despite a surprise Robovan announcement and promises that unsupervised fully autonomous driving would be available in California and Texas next year. After the unveiling, Tesla's stock fell 10%. And the stock increase shows just how much analysts focus on the near-term and Tesla's automotive business, he said. The company also said in its earnings report that production on "more affordable models" remains on track for the first half of 2025. Musk also touted other aspects of Tesla's business, including its energy products and fully autonomous self-driving cars.
Persons: , Tesla, Musk, Piper Sandler, Dan Levy, Gene Munster, Mark Narayan Organizations: Tesla, Service, Elon Musk's, Analysts, Barclays, Deepwater Asset Management, RBC Capital Markets, Optimus Locations: California, Texas
Vice President Kamala Harris and former President Donald Trump. Town hall test: The CNN town hall in Delaware County outside Philadelphia comes at a critical point in the presidential race with 13 days until Election Day, more than 20 million votes already cast and Harris locked in an exceedingly close race with her Republican rival. The event falls on the same night as a proposed CNN debate between the two candidates that Harris accepted but Trump turned down. Sounding the alarm: The vice president is not alone in sounding the alarm about the potential danger of a second Trump presidency. Harris participated in a pair of television interviews Tuesday, a day after holding separate campaign events in each of the Blue Wall states.
Persons: Kamala Harris, Donald Trump, Harris, Trump, John Kelly, Kelly, , Adolf Hitler’s, Tim Walz, Organizations: Getty, CNN, Republican, GOP, Trump, Homeland Security, New York Times, Marine, Democratic Locations: Georgia, Zebulon, Duluth, Delaware County, Philadelphia, Atlantic, Nazi, Wisconsin, Florida, Doral
Fact check: Kamala Harris town hall on CNN
  + stars: | 2024-10-23 | by ( Cnn Staff | ) edition.cnn.com   time to read: +7 min
CNN —Vice President Kamala Harris joined CNN’s Anderson Cooper for a town hall in the critical swing state of Pennsylvania on Wednesday night, where she faced questions directly from persuadable and undecided voters less than two weeks before Americans head to the polls on Election Day. Former President Donald Trump was invited but declined to participate in a CNN town hall. Separate studies estimate that the impact of Trump’s proposed tariffs would also raise prices for families, but by a lower amount. From CNN’s Piper Hudspeth BlackburnHarris’ claim on Trump’s tax cutsVice President Kamala Harris slammed her opponent former President Donald Trump for putting in place policies that benefitted the wealthy during his first term. “Donald Trump, when he was president, gave tax cuts to the richest, to billionaires and big corporations,” she said at CNN’s town hall.
Persons: Kamala Harris, CNN’s Anderson Cooper, Donald Trump, Harris, Trump, He’s, Katie Lobosco Harris, , Anderson, Mike Pence, Rather, Joe Biden, “ Joe Biden, Daniel Dale, Ella Nilsen Harris, Donald Trump’s, , Harris ’, Tim Walz, Piper Hudspeth Blackburn Harris ’, “ Donald Trump, Tami Luhby Organizations: CNN, Center for American Progress Action, CAP, Peterson Institute for International Economics, Center, Democratic, US, Protection, Army Corps of Engineers, CBS Locations: Pennsylvania, persuadable, Mexico, CNN’s
(This is a wrap-up of the key money moving discussions on CNBC's "Worldwide Exchange" exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. Investors on Wednesday were focused on big news involving two Dow Jones Industrial Average components: Boeing and McDonald's. The current bull market and how much more stocks can continue to rally was also on investors' minds. McDonald's E. coli outbreak, Boeing earnings McDonald's shares were lower and the primary drag on Dow futures after an E-coli outbreak linked to Quarter Pounders that has killed one person and lead to dozens being hospitalized.
Persons: Sara Senatore, Senatore, Kelly Ortberg, Phil Lebeau, Tony Bancroft, , Ortberg, Piper, Craig Johnson, Piper Sandler, Johnson Organizations: PRO, Worldwide, Dow Jones, Boeing, Dow, Bank of America, New, CNBC, Gabelli, Aerospace, Defense, Federal Aviation Administration, Max Jets, Piper, Marvell, Scotts Miracle, Gro Locations: Corning, Illumina
The stakes are high for Tesla when the electric vehicle giant reports results after the bell Wednesday. Analysts polled by LSEG expect the company to report earnings of 58 cents per share on $25.37 billion in revenue. The company posted adjusted earnings per share of 52 cents and revenue of $25.50 billion last quarter . Stakes are even higher for the company following an underwhelming robotaxi event earlier this month that failed to impress Wall Street analysts and investors hopeful for a turnaround. He retained an equal weight rating and $220 price target, implying shares will trade in a range from here.
Persons: Li, Ryan Brinkman, Piper Sandler, Alexander Potter, Potter, Cantor Fitzgerald's Andres Sheppard, Sheppard, Dan Levy, Jefferies, Philippe Houchois, Tesla Organizations: Tesla, LSEG, EV, Li Auto, Wall Street, Barclays Locations: China
Piper Sandler reiterates Tesla as overweight Piper says it's sticking with Tesla heading into earnings later this week. Morgan Stanley initiates BioAge Labs at overweight Morgan Stanley says the biotech company is well positioned. " Goldman Sachs upgrades Warby Parker to buy from neutral Goldman sees customer growth for the eyewear company. Morgan Stanley reiterates Home Depot as overweight Morgan Stanley raised its price target on Home Depot to $450 per share from $380. Morgan Stanley downgrades ServiceNow to equal weight from overweight Morgan Stanley said that expectations are already priced in to the stock.
Persons: John Donovan, Piper Sandler, Tesla, Piper, it's bullish, Morgan Stanley, Goldman Sachs, Warby Parker, Needham, Reddit, Gary Friedman, Jack Preston, Baird, TD Cowen, Cowen, Prologis, Goldman, Craig Felenstein, Jim Bombassei, Morgan Stanley downgrades ServiceNow Organizations: Deutsche Bank, GE Vernova, Deutsche, General Electric, BioAge, Barclays, UPS, FedEx, Dominion, Goldman, Nvidia, AMD, Mohawk Industries, JPMorgan, China EV, Catalyst, Bank of America, Fortune Locations: GitLab, NVDA, Europe, U.S, Las Vegas, China
Prince Andrew's "Newsnight" interview has been depicted in a new series. AdvertisementThe public may not completely forgive Prince Andrew's controversies – but the royal family might, according to royal experts. AdvertisementSchofield said the institution is unlikely to ever fully reject Prince Andrew. However, she noted that his involvement in family events could be scaled back when Prince William ascends the throne. "Prince William is incredibly intelligent and recognizes that you are only as strong as your weakest member.
Persons: Prince Andrew's, Duke, York, Jeffrey Epstein, Andrew, , Prince, Kinsey Schofield, he'd, Andrew's, Prince Andrew, Gillian Anderson, Rufus Sewell, Billie Piper, Sam McAlister, Emily Maitlis, Ruth Wilson, Michael Sheen, Epstein, Ghislaine Maxwell, Epstein's, Virginia Roberts Giuffre, Maxwell, Maitlis, King Charles, King Charles and Prince William, Princess Beatrice, Princess Eugenie, Kristien, Sovereign Grant, Richard Fitzwilliams, Sarah Ferguson, it's, Ferguson, MailOnline, Victoria, Schofield, Prince William, King William, William, Kate, Prince Harry —, Buckingham Organizations: Service, BBC, YouTube, Netflix, Amazon, Palace, International Trade, Investment, KPMG, Standard Chartered, Cisco, BBC News, Sovereign, Telegraph Locations: Windsor, Porta
If you’re over capacity, then you start euthanizing dogs,” Knight said. “I didn’t want to lose my dog, and then somebody told me about Dogs Matter. “I always got the question of, like, ‘So, you call yourself Dogs Matter. “You’re saving that dog’s life and the owner’s life. Check out the Dogs Matter website and see how to help.
Persons: Texas CNN — Stephen Knight, Knight, , , ’ ” Knight, Knight’s, ” Knight, ‘ I’ll, he’d, Stephen Knight — Allie Torgan, Egan, Remy, I’ve, , ” Egan, we’re, they’ll Organizations: Texas CNN, CNN, Dallas Locations: Dallas, Texas, Jayde
Analysts surveyed by LSEG expect Netflix earnings to come in at $5.12 per share, while revenue should hit $9.769 billion. In the second quarter, Netflix earned $4.88 per share on $9.56 billion in revenue. Along with solid numbers for the quarter just ended, other analysts believe Netflix also has to raise prices to appease shareholders. Citigroup's Jason Bazinet says price hikes are warranted at Netflix due to strong engagement trends and competitors' own price increases. A ramping ad-tier Finally, Wall Street is keeping close watch on the advertising tier business Netflix rolled out in November 2022.
Persons: Evercore, Mark Mahaney, Citigroup's Jason Bazinet, Goldman Sachs, Eric Sheridan, Deutsche Bank's Bryan Kraft, Wells, Steven Cahall, Kannan Venkateshwar, NFLX, Alan Gould, Piper, Matt Farrell, Doug Anmuth, Morgan Stanley, Benjamin Swinburne, Alicia Reese Organizations: Netflix, Wall, LSEG, StreetAccount, Deutsche, Barclays, Wednesday's, JPMorgan
Jim Cramer would be a buyer of Walt Disney if the stock were to trend lower. He said that buying on weakness makes sense because the slowdown in Disney's theme parks business, the profit engine at the company, will eventually abate. The challenge, at least in the short term, is dealing with the demand slowdown at Disney theme parks. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER .
Persons: Jim Cramer, Walt Disney, Piper Sandler, Jim, Disney, what's, Helene, Jim Cramer's Organizations: ESPN, KeyBanc, DIS, Disney, Hulu, Federal Reserve, Wednesday's, CNBC Locations: Florida, California, Milton
Earnings momentum can mean the difference between whether to buy stocks that have expensive valuations or not, according to Piper Sandler. That group was named to the "hold" list, while the others were deemed part of the "fold" cohort. CNBC Pro compiled a handful of names from each list exclusively for subscribers: The 'hold' list Nvidia was one of several buzzy names on the list of hold stocks. While it has a price-to-earnings multiple for the next 12 months at 36.615, it has an earnings revision ratio of 0.597. The home improvement retailer has a negative earnings revision ratio of 0.589 on top of a forward price-to-earnings multiple of 26.691.
Persons: Piper Sandler, Michael Kantrowitz, Kantrowitz, LSEG, Berkshire Hathaway, McDonald's Organizations: CNBC, Nvidia, Berkshire, Depot, LSEG Locations: Chicago
In this article KBE.IXIC.SPX.DJIASML-NLDAMZN.FTSEMS Follow your favorite stocks CREATE FREE ACCOUNTThe Morgan Stanley headquarters in New York, US, on Monday, Oct. 14, 2024. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Morgan Stanley , for one, reported third-quarter figures that surpassed earnings and revenue estimates. The bank's profit jumped 32% from a year ago, far outstripping the LSEG estimate and topping several other big banks' income growth. The investment banking business was a main source of profit for Morgan Stanley.
Persons: DJI ASML, Morgan Stanley, Michael Nagle, Piper Sandler, – CNBC's Hugh Son, Alex Harring, Jeff Cox, Lisa Kailai Han, Jesse Pound Organizations: Bloomberg, Getty, CNBC, Dow Jones, Nasdaq, U.S . Federal Reserve, P Bank ETF, UBS, U.S . Labor Department Locations: New York, Wall
Total: 25