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Oppenheimer - 16 — CNBC's Michael Bloom - 6 John Stoltzfus - 3 Oppenheimer's Ari Wald - 2 Stoltzfus - 2 Oppenheimer's - 2 Jim Cramer's - 2 Jim Cramer - 2
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Search resuls for: "Oppenheimer's"


25 mentions found


☆ This quirky ETF could be sign tech rally is broadening beyond 'Magnificent 7', Oppenheimer says
  + stars: | 2023-11-28 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +2 min
A recent uptick for a broad-based tech ETF could signal that the market is ready for a rally in software stocks, regardless of size, according to Oppenheimer. Given Oppenheimer's coverage in the former, we think it's important to flag that the equal-weighted S & P Software & Services SPDR (XSW) reclaimed its Q2 breakout above its year-long bottoming pattern. A big rally for the XSW would be a change of pace from the strength of the so-called "Magnificent Seven" tech stocks that have dominated the market in 2023. And the fund's holdings mean that investors won't be adding even more exposure to all of the Magnificent Seven. Though the fund is broad, it does not include all categories of what many investors consider to be tech stocks.
Persons: Oppenheimer, Ari Wald, We're, — CNBC's Michael Bloom Organizations: P Software & Services, P Software, Services, Apple, Nvidia, Meta Locations: Technology
☆ Amid the gloom here and abroad, the U.S. stock market is holding up just fine
  + stars: | 2023-11-27 | by ( Bob Pisani | ) www.cnbc.com   time to read: +6 min
I dislike getting involved in debates on the stock market when I am enjoying an old-fashion rum punch at a beach bar in the Caribbean, but I couldn't resist interjecting. "We'll see how the coming slowdown plays out," he said, and turned back to his discussion. The coming slowdown? More may be coming: the last week of November tends to be the strongest week of the month, Ryan Detrick, chief market strategist at Carson Group, has noted. As for earnings, which are the lifeblood for the stock market, forward earnings estimates for the next 12 months stand at record highs.
Persons: I's, Ryan Detrick, Detrick, Fundstrat's Thomas Lee, Oppenheimer's Ari Wald, Webush's Dan Ives, BMO's Brian Belski, Bespoke's Paul Hickey Organizations: EU, Hamas, Forbes, Bloomberg, Carson Group, LSE Locations: Caribbean, Antigua, British Commonwealth, London, England, American, China, Russia, Ukraine, Israel, U.S
☆ Uber's margins will go higher next year and set for profitability growth: Oppenheimer's Helfstein
  + stars: | 2023-11-07 | 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 EmailUber's margins will go higher next year and set for profitability growth: Oppenheimer's HelfsteinJason Helfstein, Oppenheimer analyst, joins 'Squawk on the Street' to discuss Uber's Q3 earnings results, where Helfstein believes Uber's margins will go next year, and more.
Persons: Jason Helfstein, Oppenheimer, Helfstein
☆ Less likely bonds will stay competitive with equities, says Oppenheimer's Stoltzfus
  + stars: | 2023-11-06 | 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 EmailLess likely bonds will stay competitive with equities, says Oppenheimer's StoltzfusJohn Stoltzfus, Oppenheimer Asset Management chief investment strategist, joins 'Squawk on the Street' to discuss equity markets, the latest move in bonds, and the margins story from Q3.
Persons: Oppenheimer's Stoltzfus John Stoltzfus Organizations: Oppenheimer Asset Management
☆ Oppenheimer slashes forecast for S&P 500, but still sees stocks rising from here
  + stars: | 2023-10-30 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +1 min
John Stoltzfus, the firm's chief investment strategist, said in a note to clients Monday that he was cutting his year-end 2023 target for the S & P 500 to 4,400 from 4,900. .SPX YTD mountain The S & P 500 has fallen from its late summer highs. Oppenheimer's new target is still above the average of 4,358 in the CNBC Market Strategist Survey . The change comes after the S & P 500 entered a correction — a decline of 10% of more — last week. The S & P 500 remains 7% higher for the year.
Persons: Oppenheimer, John Stoltzfus, Stoltzfus, — CNBC's Michael Bloom Organizations: CNBC Market, Survey Locations: U.S, East, Europe, Asia
☆ The S&P 500 will rocket 18% by year-end as the economy stays strong and the Fed ends interest rate hikes, Oppenheimer investment chief says
  + stars: | 2023-10-27 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +3 min
The S&P 500 could soar another 18% by year-end, according to Oppenheimer. In an interview with CNBC on Thursday, Stoltzfus reiterated his S&P 500 price target of 4,900 by the end of the year. Of the 17% of S&P 500 companies that reported third-quarter earnings last week, 73% have beaten analysts' estimates, according to FactSet data. That could be bullish for stocks, considering that rate hikes weighed the S&P 500 down heavily in 2022. In 2022, he predicted the S&P 500 would surge to 5,330, but then slashed that target several times as the year went on.
Persons: Oppenheimer, That's, —, John Stoltzfus, Stoltzfus, You've, that's Organizations: Service, Federal, CNBC, Fed, Treasury
☆ 4 tech giants have cemented their AI dominance. But there's even more room for growth
  + stars: | 2023-10-16 | by ( Paulina Likos | ) www.cnbc.com   time to read: +6 min
Nearly all tech companies will integrate generative AI by the end of 2024. Respondents said they expected to use generative AI for customer support, content generation and productivity. Google Cloud Google Cloud was the third most likely cloud provider in Oppenheimer's survey to gain future AI spending share. Salesforce and AI Oppenheimer analysts said they see "durable tailwinds for customer support, content generation and code generation, which are considered priority use cases for Generative AI." We agree with this call and are in the camp that Salesforce's generative AI tools should help reaccelerate sales growth all while balancing increasing margins.
Persons: Oppenheimer's, Oppenheimer, Piper Sandler, Copilot, Piper, we've, Salesforce, Jim Cramer's, Jim Cramer, Jim, Dado Ruvic Organizations: Microsoft, Web Services, Google, Meta, AI, Adobe, CNBC Locations: OpenAI, Jasper
☆ Morgan Stanley says the average stock is breaking down, S&P 500 to fall to 3,900 by year-end
  + stars: | 2023-10-16 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +3 min
The odds of a fourth-quarter rally for the S & P 500 are coming down as higher rates and slower growth pressure equities, according to Morgan Stanley's Mike Wilson. The S & P 500 approached its 200-day moving average — around 4,224 — earlier this month. .SPX YTD bar SPX in 2023 Wilson now forecasts the S & P 500 to fall to 3,900 by the end of 2023. According to the CNBC Market Strategist Survey , the average 2023 target for the S & P 500 is at 4,392, with the median target even higher at 4,500. Sean Simonds of UBS is the only other top strategist who forecasts the S & P 500 pulling back to 3,900.
Persons: Morgan Stanley's Mike Wilson, Wilson, Stocks, SPX, Sean Simonds, Oppenheimer's John Stoltzfus, — CNBC's Michael Bloom Organizations: Federal, CNBC Market, Survey, UBS
☆ Oppenheimer says this pizza stock is an 'under-appreciated revival story' heading into 2024
  + stars: | 2023-09-26 | by ( Alex Harring | ) www.cnbc.com   time to read: +2 min
Oppenheimer has regained its appetite for Domino's Pizza shares. Analyst Brian Bittner named the Michigan-based pizza chain a top pick and raised his price target to $450. "We view DPZ as an under-appreciated revival story into '24, and elevate the idea into our 'top picks,'" Bittner said in a note to clients Tuesday. But Bittner tied that past pessimism to a downward revision cycle that he now believes has ended. "Following an updated analysis, we believe EPS estimates have bottomed and identify self-help catalysts for a positive revision cycle set to unfold," he said.
Persons: Oppenheimer, Brian Bittner, Bittner, Domino's, there's, optionality we've, — CNBC's Michael Bloom Organizations: Pizza, SSS Locations: Michigan
☆ Investors will be rewarded over the long term for buying these cheap bank stocks, Oppenheimer says
  + stars: | 2023-09-26 | by ( Pia Singh | ) www.cnbc.com   time to read: +3 min
Although bank stock investors are wading through a period of uncertainty and jittery sentiment, Oppenheimer has a positive outlook on certain stocks. Oppenheimer named several megabanks as winners of the recovering industry, recommending Citigroup , Goldman Sachs , Bank of America , Jefferies Financial , JPMorgan Chase , Morgan Stanley and U.S. Bancorp . These stocks are trading at a 47% relative P/E multiple on a forward basis and are "significantly undervalued," according to the firm. Jefferies and JPMorgan are the two gainers, trading higher by 12.7% and 8.5% this year, respectively. Oppenheimer on Tuesday trimmed its price target on Bank of America by $1 to $48 and maintained its outperform rating.
Persons: Oppenheimer, Chris Kotowski, Kotowski, Goldman Sachs, JPMorgan Chase, Morgan Stanley, JEF YTD, Goldman Organizations: Citigroup, Bank of America, Jefferies Financial, JPMorgan, U.S . Bancorp, Jefferies, of America
☆ Apple's A16 chip remains big focus ahead of iPhone 15 event, says Oppenheimer's Martin Yang
  + stars: | 2023-09-12 | 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 A16 chip remains big focus ahead of iPhone 15 event, says Oppenheimer's Martin YangMartin Yang, Oppenheimer & Co., joins 'Squawk on the Street' to discuss what to expect from Apple's upcoming launch event.
Persons: Oppenheimer's Martin Yang Martin Yang, Oppenheimer Organizations: Co
☆ Taylor Swift is bringing the Eras Tour to movie theaters: Here's how to buy tickets
  + stars: | 2023-08-31 | by ( Nicolas Vega | ) www.cnbc.com   time to read: +1 min
The pop star on Thursday announced that the Eras Tour would soon be coming to North American movie theaters in the form of a concert film experience. "The Eras Tour has been the most meaningful, electric experience of my life so far," the 33-year-old posted on X. Moviegoers will have access to their own kind of Eras Tour merch, too. Just like the actual Eras Tour, tickets are selling fast. New York City's largest IMAX theater, which previously housed "Oppenheimer's" 70-millimeter IMAX run, was completely sold out by 9 a.m. Thursday.
Persons: Taylor Swift, she's, it'll, you'll, Warren Buffett Organizations: AMC Locations: American, York
☆ Bitcoin's most faithful are staying put despite the crypto market's recent weakness
  + stars: | 2023-08-27 | by ( Tanaya Macheel | ) www.cnbc.com   time to read: +4 min
Coin Metrics measures a week in crypto, which trades 24 hours a day, from the 4:00 p.m. "The part that could upset the crypto market is if interest rates stay higher for longer, which disappoints the expectation that the rate could be lowered in the first half of 2024. Trading data also shows long-term investors haven't been easily shaken by the recent weakness. This tells us that despite the price volatility and recent downdraft in prices, long-term holders are unwavering. He added that while it's unclear what exactly accounts for traders' resilience, maturing crypto investors are becoming more "aware of the cycles associated with bitcoin's halving and are expecting it to repeat, leading to price appreciation."
Persons: Bitcoin, Oppenheimer's Owen Lau, Jerome Powell's, Gustavo Schwenkler, It's, haven't, Greg Cipolaro, Michael Bloom, Nick Wells Organizations: Metrics, Fed, Leavey School of Business, Santa Clara University, Indicia Labs, SEC, JPMorgan, Management, CNBC Locations: Jackson Hole , Wyoming, U.S, China, NYDIG, Stone
☆ Nike's underlying demand is stronger now than years prior, says Oppenheimer's Brian Nagel
  + stars: | 2023-08-25 | 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 EmailNike's underlying demand is stronger now than years prior, says Oppenheimer's Brian NagelBrian Nagel, Oppenheimer, joins 'Power Lunch' to discuss Nike as the stock faces a losing streak.
Persons: Oppenheimer's Brian Nagel Brian Nagel, Oppenheimer Organizations: Nike
☆ Manufacturing margins & subscription monetization could be catalysts for Tesla: Oppenheimer's Rusch
  + stars: | 2023-08-22 | 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 EmailManufacturing margins & subscription monetization could be catalysts for Tesla: Oppenheimer's RuschColin Rusch, Oppenheimer, joins 'Squawk on the Street' to discuss Tesla's stock moves from Monday, upside and downside catalysts for the electric vehicle company, and much more.
Persons: Colin Rusch, Oppenheimer Organizations: Tesla
☆ These banks are solid and cheap. But here's why investors should be cautious
  + stars: | 2023-08-22 | by ( Morgan Chittum | ) www.cnbc.com   time to read: +6 min
But the Club is exercising caution when it comes to our two bank names: Wells Fargo (WFC) and Morgan Stanley (MS). Shares of Wells Fargo and Morgan Stanley have lost 8.52% and 13.73%, respectively, during the same period. Still, big banks will ultimately be able to manage any new regulatory hurdles, Oppenheimer's Chris Kotowski told CNBC. For Wells Fargo, the company is buying back the most stock of any of the big banks. A combination file photo shows Wells Fargo, Citibank, Morgan Stanley, JPMorgan Chase, Bank of America and Goldman Sachs.
Persons: Wells, Morgan Stanley, Jim Cramer, Banks, Moody's, Chris Kotowski, Oppenheimer, Jim, Morgan, Charles Scharf, Jim Cramer's, JPMorgan, Goldman Sachs Organizations: Silicon Valley Bank, Wells, Valley Bank, UBS Group, UBS, Credit Suisse, Federal Reserve, Street, Bank of New York Mellon, BK, P Global, CNBC, Club, Big Tech, Citibank, JPMorgan Chase, Bank of America, Reuters Locations: Wells Fargo, Silicon, U.S
☆ Oppenheimer's John Stoltzfus on why he's keeping his 4,900 price target for the S&P 500
  + stars: | 2023-08-22 | 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 EmailOppenheimer's John Stoltzfus on why he's keeping his 4,900 price target for the S&P 500John Stoltzfus, Chief Investment Strategist at Oppenheimer Asset Management, discusses his S&P 500 price target, the impact of rising rates, and which sectors he's watching closely.
Persons: John Stoltzfus Organizations: Oppenheimer Asset Management
☆ The August sell-off has the market testing some key levels. Here's a breakdown
  + stars: | 2023-08-21 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
The August sell-off has stocks testing some key technical levels, spurring investors to watch where equities will go next. Now, investors are watching to see where the S & P 500 goes next. .SPX 1Y mountain S & P 500 1-year The strategist said this threshold is a key support as it's a convergence of several trends in the market. The S & P 500 fell to roughly 3,800 in March before resuming its march upward. A combination of technical factors imply that the S & P may test the 4,200 level but might not break significantly below that."
Persons: Sam Stovall, Stovall, BTIG's Jonathan Krinsky, Krinsky, Oppenheimer's Ari Wald, Wald, Michael Bloom Organizations: Dow Jones Industrial, Nasdaq Locations: China
☆ Here's the trade on Nvidia ahead of earnings, according to analysts
  + stars: | 2023-08-20 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
NVDA YTD mountain NVDA has surged in 2023 Ahead of earnings Wednesday, analysts are weighing in on the forthcoming report and how to trade the earnings. Oppenheimer's Rick Schafer maintained an outperform rating on Nvidia and raised his price target to $500 per share up from $420. Elsewhere, Citi analyst Atif Malik reiterated both a buy rating and a $520 per share price target in a note last week. However, Deutsche Bank analyst Ross Seymour is more cautious on Nvidia stock heading into earnings, and reiterated a hold rating in Tuesday note. Seymour maintains a $440 per share price target, which forecasts roughly 2% upside from the stocks current trading levels.
Persons: Hans Mosesmann, Mosesmann, Oppenheimer's Rick Schafer, " Schafer, Wolfe, Chris Caso, " Caso, Atif Malik, Wall, Malik, Ross Seymour, Seymour, — CNBC's Michael Bloom Organizations: Nvidia, Rosenblatt Securities, Wolfe Research, Citi, Deutsche Bank, LT
☆ 'Nothing wrong' with Walmart's earnings report, Oppenheimer's Rupesh Parikh
  + stars: | 2023-08-17 | 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 Email'Nothing wrong' with Walmart's earnings report, Oppenheimer's Rupesh ParikhRupesh Parikh, Oppenheimer analyst, joins 'Squawk on the Street' to discuss why the pack sizes are important for Walmart, what Parikh took away from Walmart's earnings results, and the company's standings relative to peers.
Persons: Oppenheimer's, Parikh, Oppenheimer Organizations: Walmart
☆ Oppenheimer's Brian Nagel on Home Depot Q2 earnings: Muddling through 2023, all eyes towards 2024
  + stars: | 2023-08-15 | 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 EmailOppenheimer's Brian Nagel on Home Depot Q2 earnings: Muddling through 2023, all eyes towards 2024Brian Nagel, Oppenheimer & Co. managing director and senior analyst, joins 'Squawk Box' to discuss Home Depot's quarterly earnings results,
Persons: Brian Nagel, Oppenheimer Organizations: Home, Co
☆ There is still runway for the energy sector breakout, says Oppenheimer's Ari Wald
  + stars: | 2023-08-14 | 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 EmailThere is still runway for the energy sector breakout, says Oppenheimer's Ari WaldAri Wald, managing director and head of technical analysis at Oppenheimer, joins 'The Exchange' to discuss the breakout in the energy sector, tips for locating what stocks are driving the structural shift in the market, and the case for Marathon Petroleum.
Persons: Oppenheimer's Ari Wald Ari Wald, Oppenheimer Organizations: Marathon Petroleum
☆ Oppenheimer says this pet food stock could rise more than 25%
  + stars: | 2023-08-10 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
The firm listed the pet food stock as a top pick, reiterating its outperform rating. Analyst Rupesh Parikh was encouraged after the company's quarterly results on Monday, which showed a smaller-than-expected quarterly loss. "In addition, we view high short interest and continued investor skepticism towards the company's ability to deliver on longer-term targets as positives to the FRPT bull case." The analyst added that the company's progress toward profitability will help sustain the firm's bullish outlook on Freshpet stock, as well as protecting from investor short interest. "Based on our conversations, we believe FRPT remains under-owned and investors continue to be skeptical on management's ability to deliver on longer-term targets (short interest ~15.9% of float)," he said.
Persons: Oppenheimer, Rupesh Parikh, Parikh, Freshpet, — CNBC's Michael Bloom Organizations: Freshpet
☆ The work that Oppenheimer would've been known for if he hadn't gone on to make the atomic bomb
  + stars: | 2023-08-04 | by ( Aaron W. Harrison | The Conversation | ) www.businessinsider.com   time to read: +6 min
While Oppenheimer will always be recognized as the father of the atomic bomb, his early contributions to quantum mechanics form the bedrock of modern quantum chemistry. The Born-Oppenheimer approximation offers a way to simplify the complex problem of describing molecules at the atomic level. This field, known as computational quantum chemistry, has grown exponentially with the widespread availability of faster, more powerful high-end computational resources. Nevertheless, the application of quantum chemistry made possible by the Born-Oppenheimer approximation will continue to expand and improve. In the future, a new era of quantum computers could make computational quantum chemistry even more robust by performing faster computations on increasingly large molecular systems.
Persons: Robert Oppenheimer, Oppenheimer, J, Robert Oppenheimer's, Werner Heisenberg, Ernest Lawrence, Max Born, ₂ Organizations: Service Locations: United States, Wall, Silicon
☆ Apple Q3 earnings: Here's what to expect
  + stars: | 2023-08-03 | 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 Q3 earnings: Here's what to expectCNBC's Steve Kovach and Oppenheimer's Martin Yang join 'The Exchange' to discuss what to expect from Apple's earnings report.
Persons: Steve Kovach, Oppenheimer's Martin Yang
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