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

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

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

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

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

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

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

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

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

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

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

You’ll see very strong earnings from General Motors on Tuesday, says Benchmark’s Ward

You’ll see very strong earnings from General Motors on Tuesday, says Benchmark’s Ward

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Michael Ward, The Benchmark Company auto analyst, and Garrett Nelson, CFRA senior auto analyst, join ‘Power Lunch’ to discuss the bull case for General Motors and Ford, Nelson’s thoughts on Ford in the mid- to long-term and more. 04:32 Mon, Oct 24…

Watch CNBC’s full interview with Wells Fargo’s Ike Boruchow

Watch CNBC’s full interview with Wells Fargo’s Ike Boruchow

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ike Boruchow, Wells Fargo Securities senior equity analyst, joins ‘Power Lunch’ to discuss why he now believes there’s a rebound in the retail sector, what he would be buying right now and more. 04:02 Thu, Oct 20 20223:00 PM EDT