Brent Thill, Jefferies Equity Research Analyst, analyzes Meta's stock pop after earnings. You can see the full interview here. Key video highlights 00:25 On how Instagram has improved 00:40 On better ad targeting 00:55 On other social platforms 01:30 On the stock move
Thursday is a big day for tech earnings as Alphabet, Amazon and Apple all are set to report their quarterly results.
January has now been and gone and turned out to be a nice gift for investors. Battered by 2022’s bear, the tech-heavy Nasdaq, in particular, put in an excellent showing, seeing out the month ~11% into the green, in what amounted to its best start to a year since 2001. That signals the appetite for risk is on again and that will be good news for Cathie Wood, the ARK Investment CEO, whose investing style heavily favors disruptors - equities that are naturally positioned at the risky end of the sca
The S&P 500 dipped by 19% in 2022, but stocks still don’t seem cheap to Charlie Munger, Warren Buffett’s billionaire partner at Berkshire Hathaway. “In my whole adult life, I have never hoarded cash, waiting for better conditions,” Munger said in an interview in late 2022. “I’ve just invested in the best thing I could find.” Yet he acknowledged that Berkshire Hathaway is sitting on billions of dollars in cash. The reason isn’t that Buffett and Munger think they can wait for stocks to get even ch
SoFi (NASDAQ: SOFI) recently reported fourth-quarter earnings that were extremely impressive. But there's one number that I'm most excited about, and it isn't any of the headline stats. In this short video, I run down the highlights of the quarter and the most important number for investors to watch.
The Federal Reserve boosted its influential interest rate yet again Wednesday, even as more signs indicate that inflation is cooling. It hiked the benchmark’s key rate by a quarter of a basis point, bringing it to the 4.5%–4.75% range. One basis point is equal to one hundredth of a percentage point.
According to the average brokerage recommendation (ABR), one should invest in NIO Inc. (NIO). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?
Tech editor Dan Howley takes a closer look at Meta's latest earnings beat alongside updates to its share buyback program.
“Once people realize the Fed’s not cutting rates—there’s no more heroin, so to speak—then we’re going to price the fundamentals, which are clearly deteriorating in our view,” Wilson told CNBC Tuesday.
Lithium is the most popular metal associated with EV stocks, but that doesn't make it the best investment choice.
Speculative stocks rallied Wednesday as traders ramped up [dovish rate bets](https://www.wsj.com/livecoverage/federal-reserve-meeting-interest-rate-hike-february-2023/card/rate-bets-turn-dovish-as-powell-speaks-zPT33NiWlqdHaw9a40Kx). Carvana shares rallied 39% in late Wednesday trading, bringing the online used-car seller's year-to-date gains to nearly 200%. Peloton shares rose 26%. Both stocks are pandemic-era favorites that crashed hard in 2022. Fed Chair Jerome Powell said Wednesday that the
Shares of hydrogen fuel cell star Plug Power (NASDAQ: PLUG) jumped 4.7% through 11:45 a.m. ET Tuesday morning after the company secured a long-term supply agreement with British hydrogen technologies company Johnson Matthey (LSE: JMAT). Under the terms of the agreement, Johnson Matthey will supply Plug with components for membrane electrode assemblies and specifically with "catalysts, membranes, and catalyst coated membranes (CCM)" -- essential parts for building fuel cells. Plug says that partnering with Johnson Matthey will "strengthen its supply chain and help meet the growing demand for fuel cells and electrolyzers."
Want to know which stocks Warren Buffett owns? Many investors don't realize that there's another group of stocks Buffett owns in addition to the stocks listed in Berkshire's 13-F documents. New England Asset Management (NEAM) is an investment firm that's a wholly owned subsidiary of Berkshire Hathaway.
Yahoo Finance’s Daniel Howley joins the Live show to discuss quarterly earnings for AMD, the drop in PC sales and shipments, and the outlook for AMD.
Three plain-as-day bargains are hiding in plain sight among Berkshire Hathaway's roughly four dozen holdings.
Looking ahead, Enterprise Products has over $3 billion in assets under construction that are slated to enter operations this year.
Michael Burry, the hedge-fund manager at Scion Asset Management who correctly forecast the 2008 financial crisis, on Tuesday night sent out a one-word tweet: “Sell.” Burry didn’t elaborate, but it’s not hard to fill in the blanks. Assets like bitcoin and ARK Innovation ETF surged in January, in a seeming dash for trash on the view the Fed’s going to pivot to rate cuts soon, which is a lot to stomach for a value-focused investor like Burry.
If Apple's earnings hue closely to analysts' predictions, it'll be just the latest sign that the tech industry is on the downswing.
Jefferies Senior Analyst Brent Thill assesses Meta's Q4 earnings beat, the social media company's outlook amid tech industry layoffs, and user engagement on the platform.
Tech companies are facing a tough time as the digitalization trend that surged during the pandemic returns to normal levels. Pair that with worsening macroeconomic conditions, and top tech companies like Amazon, Alphabet, and Meta have announced massive layoffs as the environment becomes increasingly challenging. Datadog (NASDAQ: DDOG), the monitoring and security platform for cloud applications, went against the crowd by delivering mind-blowing growth of 61% in the third quarter of 2022.