We have a bunch of bullish news that the oil market hasn’t responded to, says Citi’s Morse

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Edward Morse, Citi global head of commodities research, joins ‘The Exchange’ to discuss what he sees in the energy sector that gives him an outlier view, how the global oil market is faring and more. 03:20 Fri, Nov 18 20222:33 PM EST…

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America’s Arya

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Vivek Arya, Bank of America managing director, joins ‘TechCheck’ to discuss the most ‘obvious trade’ over the next several years, what will happen to these stocks in the next year and the implications of the recent TSMC investment in the U.S. 04:31…

We see slowing in consumer spending across the board, says Jefferies’ Brent Thill

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Brent Thill, Jefferies managing director, joins ‘TechCheck’ to discuss companies trimming spending on cloud computing, Amazon’s positioning in the second part of 2023 and e-commerce spending continuing to gain momentum. 03:55 Tue, Dec 27 202211:56 AM EST Source link

AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Matt Bryson of Wedbush Securities joins ‘TechCheck’ to discuss the swelling supply of semiconductors, bullish picks for the chip sector and the outlook for chip providers in gaming. 04:32 Tue, Dec 27 202212:08 PM EST Source link

The data center business is expected to accelerate through the year, says Piper Sandler’s Harsh Kumar

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Harsh Kumar, Piper Sandler analyst, joins ‘Squawk on the Street’ to discuss his thoughts on Nvidia’s earnings and why he believes the company gave ‘perfect guide’ for the quarter. 02:54 Thu, Feb 23 202311:12 AM EST Source link

GQG Partners says it feels ‘vindicated’ in betting on Adani

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Rajiv Jain, chairman and chief investment officer at GQG Partners, discusses the Adani-Hindenburg saga and says the “vast majority” of allegations was “yesterday’s news,” adding that “markets have clearly spoken.” 03:42 Wed, Jan 17 202411:14 PM EST Source link

Watch CNBC’s full interview with Shailendra Singh, managing director of Peak XV Partners, one of Asia’s biggest venture capital firms

Peak XV Partners, formerly Sequoia Capital India and Southeast Asia, has invested in over 400 companies in the technology, software, financial services and consumer space. They include fintech firm Pine Labs, Singapore-based online retailer Carousell, Indonesian ride-hailing giant Gojek as well as Indian edtechs Byju’s and Unacademy. In this CNBC Exclusive, Tanvir Gill speaks with…

Bullish on Amazon despite ‘difficult retail environment’: Analyst

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Tom Forte of Maxim Group breaks down Amazon’s retail strategy amidst a “challenging” macroeconomic environment. He also elaborates on why he is bullish on the company’s artificial-intelligence efforts. 03:38 Thu, Oct 10 202412:21 AM EDT Source link

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