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Here's Why Dan Ives Thinks Palantir Is A Winner Despite Its Lofty Valuations: 'In The Next 12 To 18 Months...They're Going To Have Significant Step Ups'
Tuesday, May 13, 2025 - 9:30am | 742In a recent podcast with Dan Nathan, Wedbush Securities‘ analyst Dan Ives expressed a bullish outlook on Palantir Technologies Inc. (NYSE:PLTR), emphasizing its significant role in the enterprise AI landscape despite lofty valuation. What Happened: Ives believes that...
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Gene Munster Agrees With Dan Nathan's Views That These 2 Magnificent 7 Companies Are AI Underdogs: 'I Believe That Will Change'
Thursday, March 21, 2024 - 12:24am | 778Deepwater Asset Management's managing partner Gene Munster has echoed the views of Dan Nathan from RiskRevarsal Advisors, saying that Apple Inc. (NASDAQ:AAPL) and Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) are underdogs in the artificial intelligence arena. What Happened: On Thursday, Munster...
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Block Options Traders Betting On Stock Dropping This Much By March Expiration
Thursday, February 23, 2023 - 9:29am | 209Block Inc (NYSE: SQ) is scheduled to release quarterly earnings after the closing bell on Feb. 23, 2023. Analysts expect the company to post quarterly earnings at $0.30 per share with revenue of $4.6 billion. Block is implying a move of +/-10%, while the stock has moved around 8% on average over...
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Options Trader Bets That XLE Will Drop At Least This Much By March Expiration
Thursday, December 29, 2022 - 10:24am | 311Crude oil prices dropped on Wednesday amid concerns over surging COVID-19 cases in China, the world’s top oil importer. This resulted in a sharp drop in energy stocks, including, EQT Corporation (NYSE: EQT), APA Corporation (NYSE: APA), Coterra Energy Inc. (NYSE: CTRA) and Devon Energy...
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Why This Tesla Options Trader Sees EV Stock Rallying 20% By February Expiration
Thursday, December 22, 2022 - 11:50am | 218Tesla, Inc. (NASDAQ: TSLA) was unable to hold on some early gains and recorded losses for the fourth straight session on Wednesday. On CNBC’s "Options Action," Dan Nathan of Risk Reversal said Tesla traded at 1.3x average daily volume on Wednesday. Don’t forget to check out...
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Experts Weigh In On AMC Earnings: 'Still A Business That Is So Incredibly Challenged'
Tuesday, August 10, 2021 - 1:33pm | 729AMC Entertainment Holdings Inc (NYSE: AMC) shares gained 1% on Tuesday after the company reported a smaller second-quarter loss than the market had expected. On Tuesday, AMC reported a second-quarter EPS loss of 71 cents on $444.7 million in revenue. Both numbers exceeded consensus analyst...
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Breaking Down The Pandemic's Lingering Impact On Market Sectors
Monday, July 26, 2021 - 5:33pm | 519There’s no question the COVID-19 pandemic has had a significant and potentially lasting impact on the economy. Nadex recently compiled a report focusing on the U.S. economic recovery up to this point on a sector-by-sector basis. The tech sector has been one of the few market sectors that has...
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'Fast Money' Picks For June 14
Sunday, June 13, 2021 - 9:20am | 162On CNBC's "Fast Money Final Trades," James McDonald said he has a price target of $20 for Beauty Health Co (NASDAQ: SKIN). Victoria Fernandez is a buyer of Oracle Corporation (NYSE: ORCL). The catalyst for the stock is the cloud space going forward, she said. Dan Nathan wants to buy...
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'Fast Money' Traders Weigh In On Verizon And NetApp
Thursday, September 3, 2020 - 10:34am | 260On CNBC's "Fast Money Halftime Report," Bonawyn Eison spoke about Verizon Communications Inc. (NYSE: VZ). He sees it as a sound investing strategy if you are looking for a bit more stable company. Karen Finerman doesn't like to buy stocks for a dividend. She thinks Verizon is...
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'Fast Money' Traders Advise Viewer On Shopify And Lululemon
Thursday, September 3, 2020 - 9:35am | 234On CNBC's "Fast Money," Dan Nathan advised a viewer with a long position in Shopify Inc (NYSE: SHOP), at $1,050, to stay long. He would wait and see what happens before adding to the position. Bonawyn Eison would wait and see if Shopify holds its 50-day moving average. He would not...
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'Fast Money' Traders Share Their Thoughts On Dell And VMware
Thursday, September 3, 2020 - 9:28am | 215On CNBC's "Fast Money," Karen Finerman named a couple of reasons why there seems to be a disconnect in valuation between Dell Technologies Inc (NYSE: DELL) and VMware, Inc. (NYSE: VMW). She said that Dell Technologies has a lot of debt and investors should not look just at its market...
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'Fast Money' Traders Advise Viewer On Rocket Companies Ahead Of Earnings
Wednesday, September 2, 2020 - 7:46am | 292On CNBC's "Fast Money," Guy Adami advised a viewer with a long position in Rocket Companies Inc (NYSE: RKT) to take some off the table. He sees that as a smart thing to do in the short term. Bonawyn Eison wants to wait and see the company's first earnings report as a public...
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'Fast Money' Traders Give Their Opinion On AT&T
Wednesday, September 2, 2020 - 7:24am | 201On CNBC's "Fast Money," Bonawyn Eison said AT&T Inc. (NYSE: T) has been dead money for quite some time and it hasn't really participated in the rally. He doesn't like its business model and he wants to see a consistent structured plan. He doesn't want to touch the...
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'Fast Money' Traders Weigh In On Sony
Wednesday, September 2, 2020 - 7:16am | 194Bonawyn Eison said on CNBC's "Fast Money" that Sony Corp (NYSE: SNE) had a tremendous run and it tested $85 a couple of times. He advised a viewer with a long position in the name to sell the $85 strike calls to lower his cost basis. Guy Adami thinks Sony has lost its way for a...
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'Fast Money' Traders Share Their Thoughts On American Tower Corp
Wednesday, September 2, 2020 - 7:13am | 165On CNBC's "Fast Money," Guy Adami said that American Tower Corp (NYSE: AMT) has been a right play. It had a pullback and he would stay with it. He thinks it's a bit expensive, valuation wise, but he would hold it for the long term. Bonawyn Eison thinks the stock has been...