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☆ Mark Zuckerberg's metaverse ambitions are shrinking
  + stars: | 2023-03-14 | by ( Kali Hays | ) www.businessinsider.com   time to read: +4 min
In a year, the metaverse went from Meta CEO Mark Zuckerberg's obsession to rarely being mentioned. He mentioned AI four times, positioning the development of that technology as now being Meta's "single largest investment." Executives mentioned it half a dozen times during a call with Wall Street analysts, while the metaverse was not mentioned at all. It's a relief to investors and Wall Street analysts, who last year grew increasingly frustrated with Zuckerberg's once defiant tone on the massive cost of metaverse work. It's set to lose $15 billion this year and is on track to cost the company $20 billion a year going forward.
☆ 'Stress like 1987': Evercore's Julian Emanuel warns Silicon Valley Bank fallout could force new market low
  + stars: | 2023-03-13 | by ( Stephanie Landsman | ) www.cnbc.com   time to read: +1 min
In a note out Monday, Emanuel highlighted a striking comparison to the 2-year Treasury Note yield plunge in the aftermath of Friday's Silicon Valley Bank collapse and 1987. Evercore ISI is comparing the bank stress to another critical time on Wall Street: The year of the savings and loan crisis and epic crash. He noted the three-day rate of change in the 2-year yield fell from the 5.08% peak to a recent "trough" of 3.99%. "Part of the end game is we do want to see enough of a downturn to make stocks attractive," said Emanuel. "The next thing that we really need to be cognizant of is how credit, in general, trades," Emanuel said.
☆ Stress like it's 1987: Evercore's Julian Emanuel questions why rate hikes are still on the table
  + stars: | 2023-03-13 | by ( Melissa Lee | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStress like it's 1987: Evercore's Julian Emanuel questions why rate hikes are still on the tableJulian Emanuel of Evercore ISI on whether the banking crisis can rescue the bulls. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Karen Finerman and Steve Grasso.
☆ Salesforce is having its best day since 2020 after blowout earnings report
  + stars: | 2023-03-02 | by ( Jordan Novet | ) www.cnbc.com   time to read: +3 min
Salesforce shares surged 12% on Thursday and headed for their biggest single-day rally since August 2020, after the cloud software vendor issued earnings and guidance that trounced analysts' estimates. After the close of regular trading on Wednesday, Salesforce reported fiscal fourth-quarter adjusted earnings of $1.68 per share, 23% higher than the consensus among analysts polled by Refinitiv. Alongside the earnings report, Salesforce said it's working with Bain on a business review, and the company announced the elimination of the board's committee on mergers and acquisitions. Rangan, who recommends buying the stock, raised his 12-month price target for the second time in a week after the report. WATCH: Salesforce earnings highlight how expectation beats can move markets, says Kari Firestone
☆ The stock market could retest October lows by midyear as a looming recession hits the US economy, Evercore's Julian Emanuel says
  + stars: | 2023-02-28 | by ( Jennifer Sor | ) www.businessinsider.com   time to read: +2 min
Stocks could slide 10% back to October lows over the next three to six months, according to Evercore's Julian Emanuel. The Fed will keep raising interest rates, Emanuel warned, lowering the odds of a soft landing. But that's unlikely as central bankers will keep on tightening interest rates, Emanuel said, which could mean more downside for stocks. Fed officials raised interest rates 425 basis-points last year to tackle rising inflation, a move that caused the S&P 500 to lose 20%. "The Fed's going to just keep going until something either softens, or invariably, as it has through most of history, breaks," Emanuel warned.
☆ Recession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October low
  + stars: | 2023-02-27 | by ( Melissa Lee | ) 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 EmailRecession Watch: Evercore's Julian Emanuel warns stocks are getting close to testing the October lowEvercore ISI's Julian Emanuel on what to make of today's market action. With CNBC's Melissa Lee and the Fast Money traders, Tim Seymour, Bonawyn Eison, Guy Adami and Mike Khouw.
☆ How Evercore is wooing its junior bankers to stay ‘long-term’ with early promotions and $70,000 in bonuses just for sticking around
  + stars: | 2023-02-24 | by ( Emmalyse Brownstein | ) www.businessinsider.com   time to read: +6 min
Evercore — a small but powerful Wall Street investment bank— has rolled out a new promotion program for its junior staffers, Insider has learned. Evercore's analyst program previously required two years as an analyst and one year as a senior analyst. It's unclear how long junior bankers are expected to stay with the firm after being promoted to associate. If accepted, the participants would spend July through December as senior analysts, then become associates as of January 1, 2024. "We will continue to assess current Senior Analysts eligibility for promotion to Associate 1 this July."
☆ Buy these 20 cost-cutting stocks that are set up to post strong growth and outperform, according to Wall Street firm Evercore
  + stars: | 2023-02-15 | by ( Marley Jay | ) www.businessinsider.com   time to read: +2 min
Investors have sometimes rewarded companies that are cutting jobs or spending recently. Evercore says these 20 stocks have lagged, but should be able to turn their performance around. In the past, companies that announced those job cuts have sometimes been rewarded. Companies that announce job or spending cuts are getting ahead of that, which can be positive for their share prices. The following 20 companies have all announced job cuts since late September and have all underperformed the market since then.
☆ Buy these 26 cash-rich, high-momentum stocks instead of piling back into more speculative meme stocks, according to Wall Street firm Evercore
  + stars: | 2023-02-08 | by ( Marley Jay | ) www.businessinsider.com   time to read: +3 min
Somehow meme stocks have returned. That was definitely the case last month and in early February, when investors snapped up tech and growth stocks after dumping them throughout 2022. So, of course, meme stocks are back too. But the latest rally in growth, tech, and meme stocks isn't just about buying beaten-up equities for cheap. And just like last time, the investment cases in the loosely-defined meme stock field range from "very speculative" to "lolwut."
☆ Expect more revenue growth in Meta, says Evercore's Mark Mahaney
  + 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 EmailExpect more revenue growth in Meta, says Evercore's Mark MahaneyMark Mahaney, head of internet research at Evercore ISI, joins 'Closing Bell' to discuss Meta's earnings and shares jump.
☆ The DOJ lawsuit will be a lag on Google stock for years, says Evercore's Mark Mahaney
  + stars: | 2023-01-24 | 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 EmailThe DOJ lawsuit will be a lag on Google stock for years, says Evercore's Mark MahaneyMark Mahaney, Evercore ISI head of internet research, joins 'Closing Bell' to discuss the DOJ's lawsuit against Google.
☆ Apple's disruption is a production issue rather than a demand issue, says Evercore's Amit Daryanani
  + stars: | 2023-01-17 | 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 EmailApple's disruption is a production issue rather than a demand issue, says Evercore's Amit DaryananiEvercore's Amit Daryanani joins 'Closing Bell' to discuss the impact of Apple's production shortages on demand, new products driving growth for Apple and the reasons behind Evercore adding apple to its tactical outperform list.
☆ We want to look for companies that are somewhat recession resistant, says Evercore's Mahaney
  + stars: | 2023-01-12 | 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 EmailWe want to look for companies that are somewhat recession resistant, says Evercore's MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
☆ Watch CNBC's full tech discussion with Evercore's Mark Mahaney
  + stars: | 2023-01-12 | 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 tech discussion with Evercore's Mark MahaneyEvercore ISI's Mark Mahaney and CNBC's Ari Levy join 'The Exchange' to discuss tech earnings after mega-cap tech struggled in the last year. Will things be better in 2023?
☆ Evercore ISI's top picks for 2023 include a tech comeback story and a car racing play
  + stars: | 2023-01-12 | by ( Michelle Fox | ) www.cnbc.com   time to read: +4 min
Finding opportunities amid the market volatility is "mission critical," and there are several to be had this year, according to Evercore ISI. The Wall Street firm is predicting an economic and earnings recession, catalyzing a "cathartic" volatility spike in 2023. "Alpha opportunities are surfacing in 2022's wreckage from inflation's breakout resulting in record tightening, catalyzing a stock/bond correlated decline. With that in mind, Evercore came up with its top stock picks for 2023. The streaming company should enjoy a comeback this year, after losing 51% in 2022, according to analyst Mark Mahaney.
☆ Netflix's new ad tier plan appears to be working
  + stars: | 2023-01-09 | by ( Lucia Moses | Ryan Joe | ) www.businessinsider.com   time to read: +5 min
Netflix's new ad-supported tier accounted for 13% of subscribers in its first month, new Evercore research found. Evercore believes the ad tier is driving incremental subscriber growth for Netflix. The firm upgraded its rating on Netflix in September based on its ad-supported tier and plan to crack down on password-sharing, which are expected to drive earnings and share price. Netflix's ad tier entered a crowded field of streaming services, including ad-supported versions, from Disney's Hulu to Comcast's Peacock to Warner Bros. Netflix's ad tier was followed close behind Disney+ with Ads launching in December, and Warner plans to launch a combined Discovery+-HBO Max app in spring with an ad-supported tier.
☆ Evercore's Mark Mahaney reveals 2023 outlook for tech — and names his top stocks
  + stars: | 2023-01-06 | 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 EmailEvercore's Mark Mahaney reveals 2023 outlook for tech — and names his top stocksMark Mahaney, head of internet research at Evercore ISI, told CNBC "Squawk Box Asia" on Thursday that he is "tactically constructive" on tech looking ahead.
☆ Netflix's ad tier drove 13% of subscriptions in its first month, new survey shows
  + stars: | 2023-01-06 | by ( Lucia Moses | Ryan Joe | ) www.businessinsider.com   time to read: +5 min
Netflix's new ad-supported tier accounted for 13% of subscribers in its first month, new Evercore research found. Evercore believes the ad tier is driving incremental subscriber growth for Netflix. Netflix's new ad-supported tier accounted for 13% of the streamer's subscribers in its first month, with about half being new or returning users to the streamer, according to new research from Evercore ISI. Netflix's ad tier entered a crowded field of streaming services, including ad-supported versions, from Disney's Hulu to Comcast's Peacock to Warner Bros. Netflix's ad tier was followed close behind Disney+ with Ads launching in December, and Warner plans to launch a combined Discovery+-HBO Max app in spring with an ad-supported tier.
☆ We're buying the dip in a health insurance stock that jumped in 2022
  + stars: | 2023-01-03 | by ( Jeff Marks Jim Cramer | Jeff Marks | Jim Cramer | ) www.cnbc.com   time to read: +3 min
We're buying 10 shares of Humana (HUM) at roughly $492 apiece. Following Tuesday's trade, Jim Cramer's Charitable Trust will own 110 shares of HUM, increasing its weighting in the portfolio to 1.96% from 1.78%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. Traders on the floor of the New York Stock Exchange (NYSE) in New York, on Tuesday, Jan. 3, 2023.
☆ Watch CNBC's full interview with Evercore's Mark Mahaney
  + stars: | 2022-12-22 | 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 EmailWatch CNBC's full interview with Evercore's Mark MahaneyMark Mahaney, Evercore ISI, joins 'TechCheck' to discuss his overall view of tech activity in 2023, how much Alphabet and Amazon's stock has already discounted the bad news to come and the signs to tell if a company is better positioned than its peers.
☆ Online travel and enterprise spending will weaken next year or at least decelerate, says Evercore's Mahaney
  + stars: | 2022-12-22 | 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 EmailOnline travel and enterprise spending will weaken next year or at least decelerate, says Evercore's MahaneyMark Mahaney, Evercore ISI, joins 'TechCheck' to discuss his overall view of tech activity in 2023, how much Alphabet and Amazon's stock has already discounted the bad news to come and the signs that tell if a company is positioned to do better than its peers.
☆ 'One of my top picks for next year': Why Evercore's Mark Mahaney still loves Netflix
  + stars: | 2022-12-20 | by ( Ganesh Rao | ) www.cnbc.com   time to read: +2 min
Netflix is a "top pick" for next year, according to Evercore ISI, despite the streaming giant reportedly missing ad revenue targets. Netflix shares closed lower by over 8% on Thursday following a Digiday report that the company offered to return money to advertisers for missing viewership targets. Mark Mahaney, head of internet research at Evercore ISI, brushed aside the concerns, however, saying the long-term outlook for the company remained positive. Evercore ISI expects shares of Netflix to rise by more than 17% to $340 a share over the next 12 months. I think that benefits the incumbent, which is Netflix," Mahaney added.
☆ Watch CNBC's full interview with Evercore's Omar Saad and Sam Poser of Williams Trading
  + stars: | 2022-12-19 | 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 Evercore's Omar Saad and Sam Poser of Williams TradingOmar Saad with Evercore ISI and Sam Poser of Williams Trading join 'Power Lunch' to share competing opinions on Nike's market performance ahead of the company's earnings report.
☆ Warren Buffett might be tempted to buy more Amazon stock as it has 3 levers to unlock value, Evercore says
  + stars: | 2022-12-19 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
Amazon stock has dropped 49% year-to-date but it has three levers to unlock value that make it a "Buffett buy," according to Evercore ISI. Warren Buffett's Berkshire Hathaway already owns a $1.2 billion stake in Amazon that was bought in 2019. "We continue to view Amazon as highly attractive for long-term investors as a dislocated high quality stock," Evercore said. These are the three value unlocks that make Amazon a "Buffett buy," according to Evercore ISI. "The relatively easy opportunity to better monetize Amazon Prime Video with even a modest ad load – Amazon Prime Video is now essentially the only major streaming asset without ad monetization."
☆ Macro trends decelerating, so find companies that have taken out costs, says Evercore's Mahaney
  + stars: | 2022-12-15 | 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 EmailMacro trends decelerating, so find companies that have taken out costs, says Evercore's MahaneyMark Mahaney, Evercore ISI, joins 'Power Lunch' to discuss what's setting Netflix up for a strong start in 2023, how crucial content is to Netflix's ad-tier plans and Mahaney's thoughts on Uber and Wix.
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