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Investment management firm says it feels 'vindicated' in betting on Adani

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Investment management firm says it feels 'vindicated' in betting on Adani

Street Signs Asia

The data center business is expected to accelerate through the year, says Piper Sandler's Harsh Kumar

The data center business is expected to accelerate through the year, says Piper Sandler's Harsh Kumar

Goldman downgrades key defense stocks to sell

Goldman downgrades key defense stocks to sell

AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities

AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities

We see slowing in consumer spending across the board, says Jefferies' Brent Thill

We see slowing in consumer spending across the board, says Jefferies' Brent Thill

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America's Arya

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America's Arya

We have a bunch of bullish news that the oil market hasn't responded to, says Citi's Morse

We have a bunch of bullish news that the oil market hasn't responded to, says Citi's Morse

You'll see very strong earnings from General Motors on Tuesday, says Benchmark's Ward

You'll see very strong earnings from General Motors on Tuesday, says Benchmark's Ward

Watch CNBC's full interview with Wells Fargo's Ike Boruchow

Watch CNBC's full interview with Wells Fargo's Ike Boruchow

Watch CNBC's full interview with Oppenheimer's Jason Helfstein

Watch CNBC's full interview with Oppenheimer's Jason Helfstein

Bernstein's Stacy Rasgon weighs in on semiconductor rally

Bernstein's Stacy Rasgon weighs in on semiconductor rally

The big picture with Nvidia has not really changed, says BofA's Arya

The big picture with Nvidia has not really changed, says BofA's Arya

Oppenheimer's Colin Rusch on Wolfspeed shares: There's substantial upside to earnings growth

Oppenheimer's Colin Rusch on Wolfspeed shares: There's substantial upside to earnings growth

A lot of the negativity is already baked in to Alphabet's stock, says Jefferies' Brent Thill

A lot of the negativity is already baked in to Alphabet's stock, says Jefferies' Brent Thill

Watch the full discussion on Disney with RBC's Kutgun Maral and Cowen's Doug Cruetz

Watch the full discussion on Disney with RBC's Kutgun Maral and Cowen's Doug Cruetz

CNBC PRO Talks: Morningstar’s chief U.S. strategist on stocks to beat the volatility

CNBC PRO Talks: Morningstar’s chief U.S. strategist on stocks to beat the volatility

Altria shares drop on potential FDA ban of Juul e-cigarettes

Altria shares drop on potential FDA ban of Juul e-cigarettes

I held onto Intel too long, says MarketRebellion.com's Jon Najarian

I held onto Intel too long, says MarketRebellion.com's Jon Najarian

Housing demand is still outpacing supply, says Evercore ISI's Kim

Housing demand is still outpacing supply, says Evercore ISI's Kim

Wells Fargo's Mike Mayo says there's a chance for Citi shares to head higher

Wells Fargo's Mike Mayo says there's a chance for Citi shares to head higher

Wedbush Securities' Dan Ives says he would buy Lyft and Uber

Wedbush Securities' Dan Ives says he would buy Lyft and Uber

The number one thing we're concerned about is summer traffic demand, says Cowen's airline analyst

The number one thing we're concerned about is summer traffic demand, says Cowen's airline analyst

We think you're going to see a reopening of business travel, says Bernstein's Vernon

We think you're going to see a reopening of business travel, says Bernstein's Vernon

Watch CNBC's full interview with Piper Sandler's Harsh Kumar

Watch CNBC's full interview with Piper Sandler's Harsh Kumar

With 'meaningful overweight' position in chip stocks, fund manager reveals his top picks

With 'meaningful overweight' position in chip stocks, fund manager reveals his top picks

The data center business is expected to accelerate through the year, says Piper Sandler's Harsh Kumar

The data center business is expected to accelerate through the year, says Piper Sandler's Harsh Kumar

Goldman downgrades key defense stocks to sell

Goldman downgrades key defense stocks to sell

AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities

AI is a wonderful sector to be in, says Matt Bryson of Wedbush Securities

We see slowing in consumer spending across the board, says Jefferies' Brent Thill

We see slowing in consumer spending across the board, says Jefferies' Brent Thill

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America's Arya

Q4 or Q1 is the bottom of the cycle for semi stocks, says Bank of America's Arya

We have a bunch of bullish news that the oil market hasn't responded to, says Citi's Morse

We have a bunch of bullish news that the oil market hasn't responded to, says Citi's Morse

You'll see very strong earnings from General Motors on Tuesday, says Benchmark's Ward

You'll see very strong earnings from General Motors on Tuesday, says Benchmark's Ward

Watch CNBC's full interview with Wells Fargo's Ike Boruchow

Watch CNBC's full interview with Wells Fargo's Ike Boruchow

Watch CNBC's full interview with Oppenheimer's Jason Helfstein

Watch CNBC's full interview with Oppenheimer's Jason Helfstein

Bernstein's Stacy Rasgon weighs in on semiconductor rally

Bernstein's Stacy Rasgon weighs in on semiconductor rally

The big picture with Nvidia has not really changed, says BofA's Arya

The big picture with Nvidia has not really changed, says BofA's Arya

Oppenheimer's Colin Rusch on Wolfspeed shares: There's substantial upside to earnings growth

Oppenheimer's Colin Rusch on Wolfspeed shares: There's substantial upside to earnings growth

A lot of the negativity is already baked in to Alphabet's stock, says Jefferies' Brent Thill

A lot of the negativity is already baked in to Alphabet's stock, says Jefferies' Brent Thill

Watch the full discussion on Disney with RBC's Kutgun Maral and Cowen's Doug Cruetz

Watch the full discussion on Disney with RBC's Kutgun Maral and Cowen's Doug Cruetz

CNBC PRO Talks: Morningstar’s chief U.S. strategist on stocks to beat the volatility

CNBC PRO Talks: Morningstar’s chief U.S. strategist on stocks to beat the volatility

Altria shares drop on potential FDA ban of Juul e-cigarettes

Altria shares drop on potential FDA ban of Juul e-cigarettes

I held onto Intel too long, says MarketRebellion.com's Jon Najarian

I held onto Intel too long, says MarketRebellion.com's Jon Najarian

Housing demand is still outpacing supply, says Evercore ISI's Kim

Housing demand is still outpacing supply, says Evercore ISI's Kim

Wells Fargo's Mike Mayo says there's a chance for Citi shares to head higher

Wells Fargo's Mike Mayo says there's a chance for Citi shares to head higher

Wedbush Securities' Dan Ives says he would buy Lyft and Uber

Wedbush Securities' Dan Ives says he would buy Lyft and Uber

The number one thing we're concerned about is summer traffic demand, says Cowen's airline analyst

The number one thing we're concerned about is summer traffic demand, says Cowen's airline analyst

We think you're going to see a reopening of business travel, says Bernstein's Vernon

We think you're going to see a reopening of business travel, says Bernstein's Vernon

Watch CNBC's full interview with Piper Sandler's Harsh Kumar

Watch CNBC's full interview with Piper Sandler's Harsh Kumar

With 'meaningful overweight' position in chip stocks, fund manager reveals his top picks

With 'meaningful overweight' position in chip stocks, fund manager reveals his top picks