Software Earnings Set to Defy Negative AI Narrative
Look forward to discussing a big night for the software space with Salesforce and Snowflake earnings on deck to prove itself against the negative AI software sector narrative with @TheJudgeCNBC at 3 pm on @CNBCClosingBell @CNBC đđ„đșđżđđŻ
Nvidia Smashes Expectations, Accelerating AI Demand
Another robust eye popping quarter from Nvidia. Demand continues to accelerate well beyond Street expectations. Hugely important print and guide for Godfather of AI JensenâŠ.ripple impacts across the tech world đđżđŻđđ„
Apple Target $400 as AI Opportunities Accelerate
Great to be on @CNBCClosingBell with @TheJudgeCNBC discussing our new $400 price target on Apple and the golden AI path ahead in Cupertino. Also discuss Meta and AI investments ahead @CNBC @CNBCtech đđđ±đșđđżđđŻ https://t.co/z9jJ4WS7rh https://t.co/OZN070Byv0
Appleâs AI Push Justifies $400 Price Target
We are raising our price target to $400 reflecting this new AI age coming to Apple that will enable Cupertino to finally get into the AI Revolution as we estimate roughly 20% of the world's population will access AI through...
AMD Data Center Surge Confirms AI Bull Thesis
AMD monster data center numbers another validation sign for AI Revolution bull thesis. Brick by brick đ„đđđ§±đż
Apple Poised for Golden Era Under New AI Strategy
Appleâs monster iPhone June growth guide, robust Services, and now the AI strategy ahead puts this tech stalwart into a potential golden era with Ternus taking the baton from the Hall of Famer Cook. $350 PT and all eyes on...
AI Takes Center Stage in Upcoming Apple Earnings
Great to be on @CNBCClosingBell with @TheJudgeCNBC and a great panel of @Kantrowitz Dan Chung discussing Big Tech earnings and what to expect from Apple earnings with AI front and center in the year ahead @CNBC @CNBCtech đđżđđșđ„đ https://t.co/mWmK0kJo61 https://t.co/K1mXLG08ea
Big Tech Earnings Spotlight AI Monetization and Capex
We expect a big few days ahead from the Big Tech world as investors focus on AI monetization trends, cap ex levels, and the overall tone of business from Mag 7 tech stalwart earnings with tonight the Super Bowl of...
OpenAI Sees Strong Demand, Bullish on AI Stocks
OpenAI has been tracking very high demand on both the consumer and enterprise front and we strongly disagree with the notion that growth is weakening. We would be buyers of AI driven tech stocks this am and in particular Oracle...
Big Tech Earnings Week Promises Positive News for Hyperscalers
This is a key week ahead for Big Tech earnings with the entire market watching and we believe good news ahead for the hyperscalers @CNBCMorningCall đđșđđ@CNBC @CNBCtech @TheDomino https://t.co/fOFsfeiBDP
Tech Stocks Spotlight: Big Tech Earnings Week Preview
Look forward to discussing tech stocks and a major week ahead for Big Tech earnings on @CNBCMorningCall with @TheDomino at 5 am @CNBC @CNBCtech âïžâïžđđđșđ„đżđș
Tesla AI Strategy and Q1 Highlights on BBC
Great to be on @BBCWorld with @BenThompsonTV discussing Teslaâs AI Path and the 1Q takeaways đŻđżđđș @BBCBreaking @BBCNews https://t.co/mdJQBGacLU
Tesla's AI Roadmap May Lead to SpaceX Merger
Great to be on @YahooFinance with @juleshyman discussing the step by step AI path for Tesla which could include a SpaceX merger in our view đđđŻđ
Tesla Becomes AI Stalwart; $600 Target for 2026
Tesla morphing into a physical AI stalwart during 2026 ..the path is here and it requires more CapEx. Overall good q with the autonomous and Optimus roadmap the focus in 2026 with production now on doorstep. Seeing around cornersâŠTesla is...
Analyzing Tesla Earnings and Tech AI Trends on CNBC
Look forward to discussing Tesla earnings focus and broader tech/AI views into 1Q earnings on @CNBCClosingBell at 3:10 pm with @LesliePicker @CNBC đđșđ„đ