Nvidia’s earnings to be a test of AI chip demand as DeepSeek sows spending doubts
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John Belton, portfolio manager at Gabelli Funds, says this print will provide ‘more clarity on the early launch of Blackwell – how it”s going and what demand looks like.’” He adds that results from mega-cap companies ‘”painted a positive picture for Nvidia”s customer base and demand outlook’” over the next year.”
Warren Buffett offers Donald Trump some advice while celebrating Berkshire Hathaway’s success
But Macrae Sykes, portfolio manager at Gabelli Funds, said Berkshire’s cash pile should also be viewed as a key asset because it ensures “the competitive ability of Berkshire to respond with alacrity and at significant scale when motivated.
Warren Buffett’s Annual Letter Is Coming. He Could Address Succession, a Dividend, the Stock Market, and More.
Gabelli portfolio manager Mac Sykes says that investors are interested in what “if anything” will be done with that cash and “How much is too much cash?” Berkshire does have some debt but Sykes notes the cash would be a top 25 S&P 500 company if it were a stand-alone entity.
Talk of Broadcom and TSMC grabbing pieces of Intel lights fire under investors
In light of this, Hendi Susanto, vice president & portfolio manager at Gabelli Funds, agreed that ‘the US government views Intel fabs as national assets and security interests. Therefore
Walmart points to ‘uncertain time’ with warning of weaker sales growth
Justin McAuliffe, research analyst at Gabelli Funds, said: “It’s sort of par for the course for Walmart to guide conservatively, and set themselves up to beat and raise over the course of the year.”
Walmart is the Dow’s worst performer today. Analysts aren’t nervous.
Justin McAuliffe, research analyst at Gabelli Funds, suggested in emailed commentary Thursday that Walmart’s investors may have gotten ahead of themselves. But he said nothing in the company’s results suggested deeper alarm about the consumer.
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Where it is today
Medtronic expects pressure in surgical unit for fourth quarter, shares fall
They should have managed (the inventory issue) better to not let it happen
Two major tech leaders consider shaking things up at Intel
Hendi Susanto, a portfolio manager at Gabelli Funds, spoke to TheStreet about the potential impact that either or both deals could pose, both for INTC stock and the companies considering a bid.
Walgreens Gains After CNBC Says Sycamore Takeout Is ‘Alive’
The potential deal would be “big and complicated, and I’m still skeptical,” said Jeff Jonas, a portfolio manager at Gabelli Funds, an investor in Walgreens. The company has a lot of debt, which makes a leveraged buyout difficult, he said.
Medtronic’s stock drops on inventory hiccup and revenue miss
Jeff Jonas, portfolio manager at Gabelli Funds, said he’s surprised at the drop in Medtronic’s stock on the heels of its “tiny miss” on organic revenue growth.