Archive List for CNBC

Analyst says Nvidia has ‘significant amount of upside,’ but gives his bear case

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William Stein, technology/industrials equity research analyst at Truist Securities, says “the bear case in the stock and the concern that one might have is that … we’re going to see a normal cycle at some point, when lead times for products are a year or thereabouts, perhaps even longer. Customers tend to over-order, then at some point they get delivered, and then they start canceling orders and you see a downturn.”

Will the U.S. attack targets in Iran? We ask this analyst

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Joost Hiltermann, MENA program director at Crisis Group, says that’s because “the United States has not been targeted directly by Iran either.” Will the U.S. attack targets in Iran? We ask this analyst

How AI and art can work together

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“I think there are endless possibilities that could happen with a collaboration between art and digital life.” Art collector, Philanthropist & businesswoman Nita Ambani tells CNBC she’s excited for how digital technology can make arts more accessible for all. #CNBC #Shorts #NitaAmbani — Subscribe to CNBC International TV: http://cnb.cx/2wAkfMv Subscribe to CNBC International: http://cnb.cx/2gft82z LinkedIn: https://www.linkedin.com/showcase/cnbc-international/ TikTok: https://www.tiktok.com/@cnbci Facebook: https://www.facebook.com/cnbcinternational Instagram: https://www.instagram.com/cnbcinternational/ Threads: https://www.threads.net/@cnbcinternational X: https://twitter.com/CNBCi Telegram: https://t.me/cnbci

Max Healthcare plans to meet ‘unmatched demand’ for healthcare in India

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Abhay Soi from Max Healthcare discusses how the company plans to meet high demand for healthcare in India through organic growth.

Strategists says the most compelling investment opportunities are outside the Mag 7

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Anthony Doyle of Firetrail says that there are better investment opportunities to be found outside of the Magnificent Seven names.

India isn’t the fastest spender on defense in the region by any means, Indian think tank says

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Suman Bery, vice chairperson of Niti Aayog, says “worldwide, people are appreciating that the era of the peace dividend is over.”

China youth unemployment figures surprising, economist says

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Dan Wang, chief economist at Hang Seng Bank (China), says it’s the result of “improved government effort, not really improved economic fundamentals.”

There’s a ‘perception gap’ about investing in China, CIO says

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Wong Kok Hoi of APS Asset Management says investors are focusing more on the negatives than the positives.

Fed rate hike cycle is ‘one of the biggest obstacles’ to China rate cuts, strategist says

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Kevin Liu, strategist and research managing director at Chinese investment bank CICC, discusses the factors that might inform the People’s Bank of China’s decision on when to cut rates.

Gene Munster discusses the 2024 outlook for the Magnificent 7 technology stocks

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We will have a three-to-five year bull market driven by opportunities in artificial intelligence, says Gene Munster, Deepwater Asset Management’s managing partner.