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

Search resuls for: "New Street"


25 mentions found


Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTop market watchers on why there may be a few cracks, the consumer is still not acting like a recession is comingDelano Saporu of New Street Advisors and Max Wasserman of Miramar Capital discuss whether the markets are fully pricing in a potential slowdown in consumer spending and a looming recession.
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. Meta stock, which has climbed more than 80% year-to-date, was trading down 1.7% Monday, at $217.73 a share. 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 . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
JPMorgan upgrades HP Inc. to overweight from neutral JPMorgan said in its upgrade of HP Inc . that it sees "resilient revenue and margins." JPMorgan upgrades Ollie's to neutral from underweight JPMorgan said it has more confidence in management's same-store sales guide. JPMorgan downgrades Dell to neutral from overweight JPMorgan said in its downgrade of Dell that HP Inc. is better positioned right now. JPMorgan reiterates Amazon as overweight JPMorgan said it came away "incrementally positive" from Amazon's investor letter last week. JMP downgrades Penn to market perform from market outperform JMP downgraded the stock mainly on valuation.
Bahnsen's investment philosophy focuses specifically on high-quality stocks that have a high dividend yield, along with consistent increases. One of his favorite plays is Procter & Gamble , which currently has a dividend yield of 2.5%. EOG has a 2.9% dividend yield and also has been paying a special dividend. Health-care names Names in the health-care sector are generally considered defensive. Quanta Services has a dividend yield on the lower end, at 0.2%.
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.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market's moves this month have been correct given what's going on, says iCapital's AmorosoAnastasia Amoroso, iCapital; Delano Saporu, New Street Advisors Group; and Gregory Daco, EY-Parthenon, discuss the Fed and navigating the market's next move.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe'll have to see if it's a dovish hike or a hawkish pause by the Fed, says Zor's Joe FahmyNew Street Advisors' Delano Saporu and Zor Capital's Joe Fahmy join CNBC's Eamon Javers and the 'CNBC Special: Taking Stock' to discuss what the Fed is likely to do next week and what investors should do until then. With CNBC's Mike Santelli.
CEO of Match Group Bernard Kim spent $50,000 on the mobile gaming app Clash of Clans. Speaking at a dating summit, Kim said the rewards of mobile gaming don't compare to those of of online dating. Kim was previously steeped in the mobile gaming industry as the president of mobile gaming group Zynga, known for creating Words With Friends. Like mobile games, many dating apps — including those in Match's portfolio — offer in-app purchases, including a new $50-per-month Hinge subscription. "I've personally spent $50,000 in three months in 'Clash of Clans,' and I still look back at that with lots of shame," he added.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo top market watchers weigh in on whether today's CPI takes a back seat to the worries about systemic risk in the financial sectorDelano Saporu of New Street Advisors and Mark Avallone of Potomac Wealth Advisors discuss whether the failure of SVB and Signature Bank will deter the Fed from its current path of hiking rates to tackle inflation.
Three-Stock Lunch: Apple, CrowdStrike, and Campbell Soup
  + stars: | 2023-03-08 | 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 EmailThree-Stock Lunch: Apple, CrowdStrike, and Campbell SoupDelano Saporu, founder and CEO of New Street Advisors, joins 'Power Lunch' to discuss three stocks in the green despite today's down session.
Three-Stock Dinner: META, AMZN & CRWD
  + stars: | 2023-03-07 | 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 EmailThree-Stock Dinner: META, AMZN & CRWDNew Street Advisors’ Delano Saporu joins Mike Santoli and the ‘CNBC Special: Taking Stock’ to discuss three stocks among today’s movers and how to play them. Tonight’s stocks: Meta, Amazon and CrowdStrike.
There’s hope beyond moaning for European telcos
  + stars: | 2023-03-03 | by ( Pierre Briancon | ) www.reuters.com   time to read: +6 min
The annual Barcelona tech fest this week was in line with tradition, but a different mood music could also be heard beyond the bleatings of European telco executives. The good news for them is that European competition authorities seem to have been mollified by the constant pleading, and could take a softer approach to consolidation in the industry. Höttges compared the 55 billion euros invested by European telcos on infrastructure last year to the 1 billion euros invested in connectivity by those he calls the “hyperscalers”. The hope is now that, considering the European telcos’ low return on investment, European competition authorities will review their strict stance on consolidation in the sector. But European telcos also have means to address some of the problems they are facing without giving the impression that everything depends on forces beyond their control.
Shares in some chipmakers dipped on Thursday after electric vehicle maker Tesla said it plans to greatly reduce the use of silicon carbide transistors in its next-generation vehicle powertrains. Campbell revealed that, "In our next powertrain, the silicon carbide transistors that I mentioned, that are key component[s] but expensive, we figured out a way to use 75% less without compromising the performance or the efficiency of the car." Chips made with silicon carbide transistors are widely used in electric vehicles. They added the possibility that "cheaper [silicon carbide chips] could drive up EV adoption globally so what vendors lose on content could be partially offset by greater EV volumes." New Street does not expect a lower-priced, next generation Tesla vehicle to "ramp in volumes before 2025 or 2026."
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo top Tesla watchers debate the bull vs. bear cases for the stockGLJ Research's Gordon Johnson and New Street Research's Pierre Ferragu give their takes on Tesla following the company's annual investor day.
Saporu: March will be a pivotal month for the markets
  + stars: | 2023-03-02 | 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 EmailSaporu: March will be a pivotal month for the marketsDelano Saporu of New Street Advisors says despite hotter-than-expected inflation and job market readings, there's still some opportunities for investors in the short-term heading into the spring and summer months.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA.I. will fill the labor shortage gap, says Laffer's Nancy TenglerNancy Tengler, Laffer Tengler Investments, and Delano Saporu, New Street Advisors Group, join 'Closing Bell: Overtime' to discuss the tech sector ahead of Zoom and Workday earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Laffer's Nancy Tengler and New Street's Delano SaporuNancy Tengler, Laffer Tengler Investments and Delano Saporu, New Street Advisors Group, join 'Closing Bell: Overtime' to discuss the tech sector ahead of Zoom and Workday earnings.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSingapore-based Grab is on a clear path to profitability, analyst saysRolf Bulk of New Street Research says "the moment that they hit that, the stock should also become a lot more attractive for investors."
Three-Stock Lunch: Beyond Meat, Adobe and Booking.com
  + stars: | 2023-02-24 | 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 EmailThree-Stock Lunch: Beyond Meat, Adobe and Booking.comDelano Saporu, founder and CEO of New Street Advisors, joins 'Power Lunch' to discuss three stocks making Friday moves, Beyond Meat, Adobe and Booking.com.
Meet the $10,000 Nvidia chip powering the race for A.I.
  + stars: | 2023-02-23 | by ( Kif Leswing | ) www.cnbc.com   time to read: +8 min
Powering many of these applications is a roughly $10,000 chip that's become one of the most critical tools in the artificial intelligence industry: The Nvidia A100. The A100 is ideally suited for the kind of machine learning models that power tools like ChatGPT, Bing AI, or Stable Diffusion. Huang, Nvidia's CEO, said in an interview with CNBC's Katie Tarasov that the company's products are actually inexpensive for the amount of computation that these kinds of models need. "We took what otherwise would be a $1 billion data center running CPUs, and we shrunk it down into a data center of $100 million," Huang said. Huang said that Nvidia's GPUs allow startups to train models for a much lower cost than if they used a traditional computer processor.
NEWARK, N.J.—More than two dozen people recently sat around a conference table in this working-class city, poring over crime statistics and pondering how to bring the numbers down. Most weren’t police officers, and the focus wasn’t on boosting arrests. Instead, the Newark Public Safety Collaborative, which is spearheaded by academics and includes social-service agencies, hospitals, schools, police and the city, talked about installing new streetlights and figuring out why bodegas seem to be magnets for crime.
Three stock lunch dives in to the CNBC stock draft
  + stars: | 2023-02-02 | 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 EmailThree stock lunch dives in to the CNBC stock draftDelano Saporu, New Street Advisors CEO, joins 'Power Lunch' to discuss three names leading the CNBC stock draft on today's addition of three stock lunch.
Joel says the cordyceps outbreak likely started by mutating and tainting foods with flour or sugar. Joel, Sarah, and Tommy likely weren't infected on episode one because they avoided eating pancakes, biscuits, and cake. It turns out Joel may have narrowly avoided being infected simply because of his food choices on the series' pilot. If you revisit episode one, it turns out Joel and Sarah may have dodged getting infected with the cordyceps fungus a few times. HBOIn Naughty Dog's hit video game of the same name, we never directly learn how the cordyceps infection spread so quickly across the planet.
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMarket watchers say the technicals have been improving, so now they wonder if this is just a bear market rally or the start of something biggerJoe Fahmy of Zor Capital and Delano Saporu of New Street Advisors discuss the key items to watch in this busiest week of earnings season, and with the Fed meeting on deck.
Earnings Exchange: IBM, CSX, AAL & LUV
  + stars: | 2023-01-25 | 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 EmailEarnings Exchange: IBM, CSX, AAL & LUVDelano Saporu, New Street Advisors CEO, joins ‘The Exchange’ to discuss a few stocks ahead of earnings, including IBM, CSX, Southwest and American Airlines.
Total: 25