Intel’s stock seals strong week. But would a Qualcomm merger make sense?
But would a potential deal make sense beyond Intel’s depressed price? “There are more cons than pros in a hypothetical case of combining Intel and Qualcomm,” wrote Hendi Susanto, a Gabelli Funds portfolio manager, in emailed comments.
Why Qualcomm’s bid to buy Intel could be doomed from the start
However, MarketWatch says Hendi Susanto, a Gabelli Funds portfolio manager, believes ‘There are more cons than pros in a hypothetical case of combining Qualcomm and Intel.
Could the strike actually help Boeing’s profitability problem?
Gabelli Funds portfolio manager Tony Bancroft told Yahoo Finance last week that this strike could cost Boeing as much as $100 million per day.
Boeing Freezes Hiring as Crisis Deepens
The key question is: How long are they willing to suffer?’” Gabelli Funds portfolio manager Tony Bancroft told ABC News.”
Boeing strike tests which side can best withstand financial losses
The story for Wall Street is that Boeing needs to get that 737 Max production rate going.
Nvidia CEO Jensen Huang revived the AI trade this week. Here’s how the pros are playing it
“When Jensen says something like that, it indicates an optimism that there’s enough demand to at least sustain growth for the next 1-3, years,” said John Belton, portfolio manager at Gabelli Funds, referring to commentary about scaling manufacturing capacity manufacturing with Taiwan Semiconductor Manufacturing. “That’s what got the market so excited.”
These 15 Dividends Could Be Great In 2025
Clearly, when we do invest in energy or gold CEFs, we need to limit ourselves to the best of them. That’s really only the BlackRock Resources & Commodities Strategy Trust (BCX), the Adams Natural Resources Fund (PEO) and the GAMCO Global Gold Natural Resources & Income Trust (GGN), going by the past returns in the […]
To pop or not to pop: the smart way to invest in AI without worrying about the bubble
The bear case around GenAI says hundreds of billions of dollars in capital expenditure are being spent on infrastructure but very little in the way of explicit revenue, says John Belton, a portfolio manager for growth equities at Gabelli Funds. Still, he doesn”t believe the negative outlook will affect the sector”s trajectory long-term.
The transparency choice for ETFs
One such firm, Gabelli, this month is making one of its five active ETFs fully transparent. “As we’ve built the AUM and we’ve gone out to platforms, invariably the feedback we’ve gotten is … ‘We’d really like to see you in a transparent form,’” said Mac Sykes, portfolio manager of the Gabelli Financial Services Opportunities […]
Intel Has Only Tough Options After Its Long and Stinging Fall From Grace
“He did create the expectation that all the challenges would be resolved in a shorter time frame,” said Hendi Susanto, portfolio manager at Gabelli Funds, an Intel investor. Still, Susanto added, “it’s hard to come up with who could do a better job.”
The latest jobs report leaves stocks in a tough spot heading into the new week
“We just need to avoid any negative surprises,” said John Belton, portfolio manager at Gabelli Funds.
Larry Ellison Will Hold Controlling Stake in Paramount Global With Skydance Merger, Filing Shows
Mario Gabelli, the largest class A shareholder behind Redstone whose GAMCO Investors Inc. represents clients that own 5 million Class A shares and 1 million Class B shares, has filed a books and records request seeking more information about the specifics of the deal.