AMD’s AI narrative overshadowed last years’ misses, says Bernstein’s Stacy Rasgon
Stacy Rasgon, Bernstein, joins ‘Fast Money’ to talk the recent tech run and its impact on the AI and semiconductor sector.
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Analyst shares 3 reasons for downgrading Reliance Industries
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Probal Sen of ICICI Securities says any further upside to Reliance Industries’ share price has already been priced into its valuation, despite the firm’s strong Q3 earnings performance.
It’s a good time to be in the ‘picks and shovels’ of AI, says Melius’ Ben Reitzes
ShareShare Article via FacebookShare Article via TwitterShare Article via LinkedInShare Article via Email Ben Reitzes, Melius head of technology research, joins ‘Closing Bell Overtime’ to talk the markets’ record day led by Big Tech and what the AI investing paybook for 2024 looks like.
Regional banks pullback is what we've been waiting for, says Jim Cramer
‘Mad Money’ host Jim Cramer talks the state of regional banks and investing opportunities in the sector.
Final Trade: QQQ, SLV, GM, BSY
The final trades of the day with CNBC’s Melissa Lee and the Fast Money traders.
Who wins—and who loses—on net neutrality rules
The Federal Communications Commission passed new rules Thursday that reclassified the Internet as a public utility, and there’s a clear list of winners and losers. The new rules allow the FCC to regulate Internet service providers the same way they regulate telecom companies and prevent them from creating “slow and fast lanes” for web traffic….
Bullish on Yen on a 12-month view given Japan's economic trend: Strategist
Kathy Lien of BK Asset Management expects ‘significant’ unwinds in Yen carry trade in 2024 as the Bank of Japan is expected to tighten monetary policy while other major central banks are likely to cut rates.