Streetbeat News

Products Services

AAPL

AMZN

CHWY

ETSY

GOOG

META

NVDA

PINS

SNAP

TSLA

Morgan Stanley analyst Brain Nowak highlights key AI debates for 2024, focusing on personal AI assistants, the future of search, AI creator tools, SMID-cap AI beneficiaries, AI ASIC adoption, AI regulation, foundational model market share, robotics, health care, and autonomous vehicles. Alphabet (GOOG, GOOGL) is seen as leading in personal AI assistant technology and health care advances, while Amazon (AMZN), Apple (AAPL), and Meta (META) are also positioned well. SMID-cap companies like Snap (SNAP) and Pinterest (PINS) could benefit in online advertising, and Chewy (CHWY) and Etsy (ETSY) in e-commerce. Nvidia's (NVDA) dominance in GPUs may be challenged by custom AI chips from Amazon, Google, Meta, and Microsoft. Autonomous vehicle development is a sector to watch, with Alphabet, Amazon, Tesla (TSLA), and General Motors (GM) as key players.

Portfolio Pulse from Shanthi Rexaline

November 23, 2023 | 5:53 pm

GOOG

GOOGL

Former Google recruiter and CEO of Continuum, Nolan Church, advises job applicants to highlight promotions on their resumes as they are a strong predictor of future success. Church emphasizes that failing to include promotion history can give the impression of a stagnant career, while promotions indicate problem-solving abilities and investment by previous employers.

Portfolio Pulse from Adam Eckert

November 23, 2023 | 4:21 pm

CMCSA

DKNG

FOX

FOXA

PARA

PARAA

The article explains the tradition of the Detroit Lions and Dallas Cowboys playing on Thanksgiving Day, a concept dating back to 1934 for the Lions and 1966 for the Cowboys, aimed at increasing attendance and media attention. The NFL added a third game in 2006 with rotating teams. The 2023 Thanksgiving Day games will feature the Green Bay Packers at Detroit Lions on FOX, Washington Commanders at Dallas Cowboys on CBS, and San Francisco 49ers at Seattle Seahawks on NBC. Betting odds from DraftKings show all three games have clear favorites. Historical betting trends are also discussed, with the Lions favored for the first time since 2016 and the Cowboys having a strong record when favored by double digits.

Portfolio Pulse from Chris Katje

November 23, 2023 | 2:47 pm

AAPL

Apple Inc. (NASDAQ:AAPL) is reportedly developing new screen technologies aimed at enhancing user privacy for iPhone and Mac displays. The company has been granted patents for a screen coating that limits viewing angles and an adjustable display angle technology, which could include a liquid crystal layer with a color filter to restrict visibility to the direct user only.

Portfolio Pulse from Rounak Jain

November 23, 2023 | 12:30 pm

AAPL

Apple Inc.'s (NASDAQ:AAPL) iPhone exports from India have soared to $5 billion from April to October, marking a 177% increase from the previous year. This growth is attributed to Apple's manufacturing under India's PLI program, with iPhones now comprising 62% of India's smartphone exports. Local company Tata Electronics is set to supply iPhones after acquiring Wistron's assembly lines. The shift in Apple's manufacturing strategy highlights India's rising role in the global smartphone market.

Portfolio Pulse from Shomik Sen Bhattacharjee

November 23, 2023 | 12:02 pm

GOOG

GOOGL

MSFT

Ian Hickinson, a former Google employee, criticized CEO Sundar Pichai for a lack of visionary leadership and claimed that employee morale at Google is at an all-time low. Hickinson, who worked on the Flutter team, reminisced about the 'old Google' and its culture of prioritizing users, transparency, and work-life balance. He also noted that Google is perceived to be falling behind in AI technology compared to Microsoft, which has invested in OpenAI and integrated AI into its products. Hickinson believes that while the old Google can still be saved, time is running out.

Portfolio Pulse from Rounak Jain

November 23, 2023 | 11:36 am

Coca-Cola Company (NYSE:KO) is entering India's ready-to-drink tea market with 'Honest Tea' through its Indian branch, Coca-Cola India. The organic green tea for the product will be sourced from Luxmi Tea Co Private Ltd's Makaibari Tea Estate in Kolkata. The entry into the market was announced at the Bengal Global Business Summit, where a Memorandum of Understanding was signed between Coca-Cola India and Luxmi Tea Co. The 'Honest Tea' will be available in Lemon-Tulsi and Mango flavors.

Portfolio Pulse from Benzinga India Staff

November 23, 2023 | 11:20 am

AAPL

Apple Inc. (AAPL) faces a decline in the average selling price of iPhones in the U.S., which has reached an 18-month low of $918 by the end of September 2023. The drop is attributed to reduced interest in the iPhone 14 Pro models, which only made up 23% of sales in the September quarter, compared to the 37% share of iPhone 13 Pro models in the same quarter of the previous year. The iPhone 15 series, featuring a USB Type-C port and other enhancements, may have shifted consumer interest and contributed to the smartphone industry's first month-on-month growth in October after a 27-month slump.

Portfolio Pulse from Rounak Jain

November 23, 2023 | 10:37 am

GOOG

GOOGL

Google Bard, developed by Alphabet Inc. (GOOG, GOOGL), has been updated to allow users to ask questions about YouTube videos. This feature is available as a YouTube extension within Bard, enabling users to interact with videos by asking questions based on the video's content. This is particularly useful for academic content or how-to videos, as Bard can provide text summaries and steps, which is helpful when users' hands are occupied or not clean.

Portfolio Pulse from Rounak Jain

November 23, 2023 | 9:16 am

UAL

United Airlines (NASDAQ:UAL) is exploring the use of passenger data to offer personalized ads to customers. This could open a new revenue stream by featuring ads on in-flight entertainment systems or the airline's app. While the potential for increased ad revenue exists, United is still undecided and is considering privacy concerns, ensuring an opt-out option for passengers.

Portfolio Pulse from Benzinga Neuro

November 23, 2023 | 8:44 am