NEWS & RESOURCES
Please see Harvest Portfolio Management Co-CIO Paul Meeks weekly on his own shows Wall Street Beats and "Tech Tune-Up with Paul Meeks" on Benzinga's YouTube channel.
Nvidia's Future: Analyzing its Impressive Growth - Paul Meeks on CNBC TV
Recently featured on CNBC TV, Paul Meeks shares his optimistic outlook on technology giants like Nvidia and Micron. Despite recent market turbulence, Meeks believes Nvidia's growth prospects remain strong, identifying current conditions as a potential buying opportunity. He explains that although fears have gripped the semiconductor sector, Nvidia’s future looks incredibly promising, supported by robust earnings projections. Watch the video for full details.
Navigating the Tech Landscape: Insights on AI, and Emerging Tech Trends - Paul Meeks on Benzinga
Welcome back to "Tech Tune Up with Paul Meeks"! In this episode, recorded on September 4, 2024, Paul dives into the latest tech news with a focus on Nvidia. He'll also discuss AMD's recent $5 billion acquisition of ZT Systems, a server vendor, highlighting the industry's race to catch up with Nvidia in the AI accelerator chip market. Don't miss Paul's insights and answers to viewer questions throughout the show!
Impact of Fed Cutting Rates on Tech: Paul Meeks on Yahoo! Finance
The Federal Reserve is preparing for its first interest rate cut, which could impact the tech sector. On one hand, lower rates can lead to higher valuations for tech stocks. On the other, the rate cut signals concerns about a potential recession.
Nvidia Presents a Strong Buying Opportunity CNBC Interview with Paul Meeks on Money Movers
Paul Meeks is on CNBC’s Squawk Box to discuss Nvidia’s growth and the post -report. Watch here for the full interview.
Is Nvidia Still a Top AI Investment?: Paul Meeks on Yahoo! Finance Opening Bid
In Opening Bid, Yahoo Finance Executive Editor Brian Sozzi sat down with Paul Meeks, CIO and Partner at Harvest Portfolio Management, to discuss Nvidia's anticipated earnings report and its future prospects. The conversation also touched on alternative tech investments like Super Micro Computer (SMCI) and whether Elon Musk's focus on humanoid robots might be diverting attention from Tesla's (TSLA) electric vehicle challenges.
Meeks’s Musings: It’s Finally Here
According to the CME’s (Chicago Mercantile Exchange) FedWatch tool ( https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html ), there’s a 74% chance that the US central bank (Federal Reserve, or the Fed) will lower its benchmark interest rate by -0.25% on September 18 and it’s 26% likely that it’ll drop by -0.50%. We can quibble about what’s going to happen in a few weeks, but there’s a 100% probability that rates will begin to fall in less than a month.
Tech Stocks Plummet with Another Potential Drop Possible - Fortune Article Mention
In a recent Fortune article, Paul Meeks, a tech investor and professor at the Baker School of Business at the Citadel, expressed his confusion regarding the perception of increased spending on AI as a negative sign for companies involved in AI
AI Capital Expenditure to Play a Key Role in Tech and Chip Earnings - Paul Meeks Yahoo! Finance Interview
So what I'm worried about is, at least not yet, have I seen enough real, what I call needle moving use cases for AI, because what I'm a little bit worried about, not for all companies, some companies, obviously will be huge beneficiaries, but for many companies, I believe AI will be a feature, not a product, not a product platform.
Meeks Musings: Is This the End of the AI Trade?
In case you have been living under a rock, “AI” is artificial intelligence. The bulls think it will lead to the next industrial revolution and that it may even be bigger than the Internet. The bears say, “where’s the beef?” and doubt whether the billions now being spent on AI infrastructure will ever really generate an adequate ROI (return on investment).
Tech Investor Paul Meeks Predicts Ongoing AI Infrastructure Development for the Next Few Years
So what I'm worried about is, at least not yet, have I seen enough real, what I call needle moving use cases for AI, because what I'm a little bit worried about, not for all companies, some companies, obviously will be huge beneficiaries, but for many companies, I believe AI will be a feature, not a product, not a product platform.