The number one thing we’re concerned about is summer traffic demand, says Cowen’s airline analyst

The number one thing we’re concerned about is summer traffic demand, says Cowen’s airline analyst

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Helane Becker, Cowen, joins ‘Squawk on the Street’ to discuss what Delta’s earnings results say about the airline industry, what she’s watching and headwinds for the industry. 03:43 Mon, Apr 18 202211:40 AM EDT

We think you’re going to see a reopening of business travel, says Bernstein’s Vernon

We think you’re going to see a reopening of business travel, says Bernstein’s Vernon

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email David Vernon, Bernstein Research managing director and senior research analyst, joins ‘Power Lunch’ to discuss why he likes the top airline companies, how he factors macroeconomic conditions affecting airline companies and more. 04:04 Tue, Apr 12 20222:44 PM EDT

Watch CNBC’s full interview with Piper Sandler’s Harsh Kumar

Watch CNBC’s full interview with Piper Sandler’s Harsh Kumar

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Harsh Kumar, Piper Sandler senior research analyst, joins ‘TechCheck’ to discuss Kumar’s hesitations around Micron’s stock, what would lessen his concerns around Micron and whether the Chips Act is baked in to his rating on Micron. 06:23 Wed, Mar 30 202211:34 AM…

With ‘meaningful overweight’ position in chip stocks, fund manager reveals his top picks

With ‘meaningful overweight’ position in chip stocks, fund manager reveals his top picks

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Steven Glass of Pella Funds Management talks about the sectors that benefit from quantitative tightening and his top stock picks. 02:29 Tue, Mar 29 20224:02 AM EDT

Analyst names China internet stocks that will benefit from a more stable regulatory environment in 2022

Analyst names China internet stocks that will benefit from a more stable regulatory environment in 2022

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email A few Chinese internet companies are expected to grow their market share as the regulatory environment stabilizes and government sets to stimulate the economy, says James Lee from Mizuho Securities. 02:22 Sun, Feb 6 202210:58 PM EST

Watch CNBC’s full interview on Apple earnings with Bernstein’s Toni Sacconaghi

Watch CNBC’s full interview on Apple earnings with Bernstein’s Toni Sacconaghi

ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Toni Sacconaghi of Bernsten joins “TechCheck” to discuss Apple’s record quarter, and also what the company’s biggest struggles could be in the year ahead. 06:52 Fri, Jan 28 202211:46 AM EST