Nvidia’s supply snags limit deliveries even as demand booms
Hendi Susanto, a portfolio manager at Gabelli Funds, which holds Nvidia shares, said there was no doubt that demand for the company”s chips remained ‘absolutely and exceptionally strong’” for the foreseeable future.”
How to play the defense sector: Boeing, Lockheed Martin, RTX
Bancroft names Boeing (BA) as one of the top holdings of Gabelli”s Aerospace and Defense ETF (GCAD) and says the fund likes Northrop Grumman (NOC), Lockheed Martin (LMT), and RTX Corp (RTX), formerly known as formerly Raytheon Technologies Corporation.
Live Nation Is the Company Consumers Love to Hate. But Investors Love It.
A transaction could happen within the next few years, according to Chris Marangi, co-chief investment officer of value at Gabelli Funds. Liberty Media is a major holding of the Gabelli Media Mogul fund. Marangi said in an email to Barron’s that a Liberty Live/Live Nation merger “has always been the endgame.”
Nvidia Stock Gyrates Despite Slower Growth View, Margin Drop
The software has become “a really nice multi-billion-dollar annual recurring revenue business, operating at scale, still growing north of 100%,” Gabelli Funds portfolio manager John Belton told CNBC.
NVDA Earnings ”Going to be Fireworks,” Blackwell to Ignite Flame
John Belton expects Nvidia’s (NVDA) after hours earnings report to turn into a market-moving event. He points to the company’s Blackwell chips as the center of investor focus. John also discusses Supermicro (SMCI) and the opportunity other chip distributors can take if the company hits more accounting snags.
Pfizer names oncology head Chris Boshoff as R&D chief
Daniel Barasa, research analyst at investment firm Gabelli Funds, said it was somewhat surprising that Pfizer chose an internal candidate for the role ‘given recent activist pressure looking for fresh perspectives in the leadership ranks.’””
Data centers, EVs, crypto: Investor picks
At Charles Schwab”s Impact event, Gabelli Funds Co-CIO Chris Marangi joins Yahoo Finance’s Rachelle Akuffo and Robert Powell to discuss alternative ways to invest in AI beyond Nvidia (NVDA).
Opinion: Nvidia earnings will drive stocks tied to AI’s growth. Here’s what to look for.
Nvidia offers general-purpose AI chips. But to differentiate product offerings, the hyperscalers want custom AI chips that carry out specific tasks such as image recognition. These narrow-purpose chips optimize speed and power consumption, says Gabelli Funds portfolio manager Hendi Susanto.
Investors want to see a ”bullish” Nvidia in its earnings, analyst says
“To support the stock on earnings day,” Nvidia will have to report fiscal fourth quarter guidance of at least $38 billion, John Belton, portfolio manager at Gabelli Funds, said in comments shared with Quartz.
Nvidia beats third quarter expectations as tech world welcomes Blackwell
“To support the stock on earnings day,” Nvidia would have to report fiscal fourth quarter guidance of at least $38 billion, John Belton, portfolio manager at Gabelli Funds, said in comments shared with Quartz ahead of earnings.
Walmart stock sets records after earnings, holiday update
Everything seems to be on track for that longer term
Walmart Earnings Growth Accelerates Amid These Q3 Highlights
Justin McAuliffe, a Gabelli Funds research analyst, called growth outside the grocery and household consumables aisles ‘the highlight of this quarter.’” Sales of general merchandise grew in the low single digits even as prices deflated by 4%