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"These hyperscalers ... their capital expenditures are high and potentially even rising into 2025. So this bodes incredibly well for Nvidia, said Harvest Portfolio Management co-chief investment officer Paul Meeks on Thursday.
Date: Aug 01, 2024
Category: Business
Source: Google
Investing in the next phase of AI race after Nvidia earnings
Creative Strategies CEO and Principal Analyst Ben Bajarin and Harvest Portfolio Management Co-CIO and Wall Street Beats Partner Paul Meeks sit down with Yahoo Finance's Market Domination to share their perspectives on Nvidia's positive quarter and where the company can go in artificial intelligence We're looking at how to navigate the future of A I with the Yahoo Finance playbook to discuss Ben Beer and CEO and principal analyst at Creative Strategies and Paul Meeks co cio at harvest portfolio management and partner at Wall Street Beats.
Date: May 23, 2024
Category: Business
Source: Google
Apple's New iPhones Will Boost Market Share: Canaccord
ntinue to move higher to push the stock materially above $220 per share. The multiple has expanded and in our view the earnings really need to continue to expand, he said, according to CNBC. It's "really now about the new iPhone rollout." (See also: 'Apple Most Worrisome Among FAANGs': Paul Meeks.)
Date: Sep 04, 2018
Category: Headlines
Source: Google
Tech analyst: 'We put too much emphasis on the iPhone'
Veteran investor Paul Meeks told CNBC on Thursday that he worries about Apple, because bulls, such as White, base their arguments on services revenue. Apple CEO Tim Cook has previously said services revenue could climb to$50 billion by 2020, but iPhone sales were essentially flat year over year for
Date: Aug 31, 2018
Category: Headlines
Source: Google
The world's richest company — Apple — is getting a free pass from Wall Street
demand in China and the growth of Apple's services business will continue to point to the company's long-term health. Technology investor Paul Meeks of Sloy, Dahl & Holst, told CNBC's "Worldwide Exchange" on Monday that he's worried the company doesn't have another "trick" beyond the iPhone 8.
Date: Jul 31, 2017
Category: Business
Source: Google
Analyst says iPhone 8 will cause a 'paradigm shift' because of Apple's lead in AR tech
On other the hand, tech investor Paul Meeks sat opposite of Munster on CNBC and explained that he isnt as big of a fan ofAAPL right now. He explained that when he looks at Apples Services business, he needs to see more cloud and more content before he truly buys into the potential of the busine
"The slowdown in daily active users worries me, and that was perfectly in sync with the August [2016] introduction from Facebook of Instagram Stories," says Paul Meeks, chief investment officer and portfolio manager at Sloy, Dahl and Holst, a registered investment advisory firm.
"The negative is yes, Fitbit will likely lose some market share because it cannot compete against the Applejuggernaut, but the positive is it has people recognizing this is a pretty cool category," said Paul Meeks, a technologyanalyst at Saturna Capital, which manages about $4 billion.