You Searched For "brian nowak" and got 20 results
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3 mins read
Lyft sinks 6% after reporting worst quarterly revenue since 2017
While active ridership plummeted 60% year-over-year, revenue and losses per share beat expectations…
Ben Winck
2 mins read
Airbnb's CEO says the company will need millions more hosts to deal with a post-pandemic travel boom 'unlike anything we've ever seen'
The chief executive of the home-rental platform Airbnb said: "[W]e think there's going to be a trav…
Kevin Shalvey
3 mins read
Wall Street is bullish on Amazon earnings despite uncertainty around consumer spending, rising investment costs
Wall Street analysts are mostly bullish heading into Amazon's earnings report. AWS is a bright spot…
Filip De Mott
2 mins read
Google considers subscription business models for its new AI offerings
Google CEO Sundar Pichai was asked about the Search Generative Experience and Google Bard. He said …
Alistair Barr
1 min read
Meta stock could surge 25% as TikTok rival Reels and engagement show improvement, Morgan Stanley says
Morgan Stanley upgraded Meta stock to overweight and raised its price target to $250 from $190.
Filip De Mott
2 mins read
A $6 trillion AI boom is just starting. Here are 5 ways for investors to capitalize on the tech revolution, according to Morgan Stanley.
Investors should lean into advertising, e-commerce and public-cloud computing among other areas to …
Zahra Tayeb
3 mins read
Tech giants aren't just cutting thousands of jobs they're making them extinct
In a recent note by Morgan Stanley analysts led by Brian Nowak, the bank said "AI based productivit…
Matt Turner
2 mins read
Could ChatGPT challenge Google? Morgan Stanley says the search giant has nothing to worry about.
Some are already predicting ChatGPT could replace Google. Morgan Stanley analysts say Google can re…
Emilia David
1 min read
Amazon's price target cut by Morgan Stanley as the bank sees hiring pressure building and wage costs surging
Morgan Stanley still sees upside for Amazon's stock price as it keeps its overweight rating on the …
Carla Mozée
2 mins read
Google's cloud business is in the same place Amazon was 5 years ago, but 'will need to deliver faster growth' to make Wall Street happy, an analyst says
Google has been more aggressive in forming alliances to boost its cloud presence. It recently said …
Benjamin Pimentel
2 mins read
Facebook is the most obvious stock to gain exposure to the metaverse, but here are 4 others that are set to benefit from the Web3 revolution
The metaverse may see a total addressable market of over $8 trillion, Morgan Stanley analysts said.
Isabelle Lee
2 mins read
Activision is top non-FAANG tech stock with new Diablo and Call of Duty games in the pipeline, says Morgan Stanley
The investment bank looked at Activision Blizzard's pipeline as the company faces as sexual harassm…
Carla Mozée
2 mins read
Morgan Stanley thinks Amazon is poised to surge 15%, making it a top 'buy' pick for 2020
Nowak has an "overweight" rating on Amazon and a $2,400 price target, which implies that Amazon wil…
Carmen Reinicke
3 mins read
MORGAN STANLEY: Here's how Amazon can offset $3 billion of wage increases
And while the pay hike is manageable for Amazon, Nomura Instinet analyst Simeon Siegel recently sai…
Ethel Jiang
2 mins read
Amazon could make Whole Foods cheaper than most grocery stores
Amazon has been causing a raucous in groceries since it acquired Whole Foods for $13 billion in the…
Jacob Sonenshine
2 mins read
Google could be the first $1 trillion company if it told us more about what it does
Add an estimated $45 billion of value for Google's Cloud platform, and about $75 billion for its se…
Seth Archer
5 mins read
Investors are worried about Amazon - these 4 charts show why its growth is slowing
Amazon's growth rate has been a big concern among investors and analysts since it released its thir…
Troy Wolverton
3 mins read
Google's flashy effort to stream video games is Diane Greene's move to 'level up' its Cloud business against Amazon
The foray into gaming by GCP has long been rumored and comes as Google is searching for new sources…
Greg Sandoval
2 mins read
Amazon's surprising new strategy could help address the retail apocalypse
Amazon's outsized influence as an ecommerce giant has retailers scrambling to stay relevant as it e…
Kimberly Chin
2 mins read
MORGAN STANLEY: For an industry to be 'safe from Amazon' it must have one of these 5 traits
"We introduce a five-factor framework to help investors think about industries' susceptibility to A…