Author: franperez66q@protonmail.com

Investing

This Magnificent 7 stock is a good ’tactical long into earnings’: Morgan Stanley By Investing.com

Investing.com —  is a “tactical long into earnings,” according to Morgan Stanley analyst Erik Woodring, who sees the iPhone maker’s upcoming results as a clearing event ahead of a seasonally strong stretch for the stock. Woodring expects modest upside of 1% to 2% against consensus estimates for the March quarter revenue and earnings per share, with supply constraints limiting further gains.  For the June quarter, Morgan Stanley is 5% above Street revenue estimates but 170 basis points below consensus gross margins, arriving at an in-line EPS forecast of $1.74. The bank sees this outcome as better than feared. Rising memory…

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Business

How Silicon Valley shaped Fed nominee Kevin Warsh

With his penchant for suits, ties and sweater vests, Federal Reserve chair nominee Kevin Warsh doesn’t share the rumpled look of many of the Silicon Valley entrepreneurs he calls friends. But they still count him as one of their own. “You wouldn’t be hanging out with us if you were as normal as you claim to be,” Palantir CEO Alex Karp told Warsh on a podcast in 2022.If confirmed by the Senate, Warsh wouldn’t just be the wealthiest Fed chair in history, he would also be the most tech-savvy and the closest to the tech-bro community to ever sit in…

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Business

Netflix was long ‘a builder not a buyer.’ Is that era over?

For years, Netflix top brass would tell investors they were builders not buyers. Now, that sentiment toward growth may be changing. On Thursday Netflix reported its quarterly earnings. Typically, Netflix’s earnings calls are focused on metrics like engagement, content spending, price hikes and membership. While those factors were still present on Thursday’s call, analysts were also questioning Netflix’s merger and acquisition aspirations following the Warner Bros. Discovery sale process.Late last year, Netflix emerged as a bidder for WBD, surprising many in the industry and market. Even more stunning was an announcement in December that Netflix had reached a deal to…

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Business

Morgan Stanley likes this under-the-radar nuclear play, calls it a ‘low-risk’ option

TC Energy is an attractive option for investors searching for ways to gain exposure to nuclear energy, according to Morgan Stanley. The investment bank has an overweight rating on the energy company’s stock. “TRP offers one of the most attractive risk-adjusted ways to invest in nuclear power growth through Bruce Power, one of the largest operating nuclear facilities in the world and essential infrastructure to meeting Ontario’s power needs,” analyst Robert Kad said in a note to clients, calling the stock a “low-risk nuclear play.” TC Energy owns around 48% interest in Bruce Power, one of the largest operating nuclear facilities…

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