Walser Wealth Management CEO breaks down how to play Apple and other tech names
Rebecca Walser, CEO of Walser Wealth Management, joined CNBC's "Power Lunch" on Wednesday to discuss Apple following a notable downgrade, as well as Netflix and Snowflake . Here's what she had to say about each technology name during the " Three-Stock Lunch " segment. Apple Walser said she agreed with Needham analyst Laura Martin, who downgraded shares of the personal technology giant to hold from buy on Wednesday. Martin said the company is facing relatively high valuation and growth competition. Walser said concerns over President Donald Trump's tariffs have weighed on the iPhone maker, with investors wondering what's next following the expiration of many of the president's delayed levies on July 9. Apple is known for its high proportion of international manufacturing. "It's not really Apple's fault," Walser said. "It's all the tariff talk and all the fact that, they have very heavily relied on supply chains to be in Asia." "This is a direct trade war between the United States and China, and it expires July 9," she added. "It's really concerning to us that we haven't seen headway." Despite the Needham downgrade, most analysts have a buy rating, according to LSEG. The average price target implies shares can rally more than 13% over the next year. That would mark a turn for Apple shares, which have fallen about 19% in 2025. Netflix Walser called Netflix "very expensive." The stock climbed to a 52-week high in Wednesday's session and has soared nearly 40% in 2025. "I would say right now, we are going to be a hold on this, potentially even a sell if we don't see that … subscriber growth and see the actual growth that they're projecting in the next quarter," Walser said. Netflix stopped reporting its quarterly subscriber figures in the first quarter of 2025, and Walser said she is concerned that she doesn't see the data going into those counts. The majority of analysts have a buy rating on the stock, according to LSEG. However, the typical price target suggests shares can slide more than 6% over the next year. Snowflake Walser also deemed data storage play Snowflake an expensive stock and said it could be a risk if the multi-year data investment cycle doesn't pan out as hoped for. Shares also hit a 52-week high on Wednesday and are now up 35% on the year. SNOW NFLX YTD mountain Snowflake and Netflix in 2025 "It's an expensive stock," she said. "And if that deal doesn't materialize, or it doesn't materialize to the extent necessary, then there is going to be a pullback, and you're going to have some unhappy people." Most analysts surveyed by LSEG have a buy rating on the stock. The average analyst foresees more than 6% in upside.
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Tom's Guide
2 hours ago
- Tom's Guide
Score! Get $50 off the Meta Quest 3S
Priced at $299, the Meta Quest 3S is a fantastic value for anyone looking to get into VR. Now that it's on sale, the Meta Quest 3S is a no-brainer for any gamer. For a limited time, you can grab the Meta Quest 3S (128GB) with Batman: Arkham Shadow and Meta Horizon+ (3 months) for $269 at Best Buy. That's one of the best Meta Quest 3S deals I've seen. If you want more storage, you can also get the Meta Quest 3S (256GB) with Batman: Arkham Shadow and Meta Horizon+ (3 months) for $349 at Best Buy. You're saving $30 and $50, respectively. The Meta Quest 3S is already the best VR headset for the money, but with $30 off the price and Batman: Arkham Shadows included, it now offers plenty of value. Expect the same performance as the pricier Quest 3, but with a smaller field of view and lower resolution. Other than that, expect to play an excellent VR game right off the bat, and even more thanks to its 3-month Quest+ subscription. Need more room to store your games and apps? This model comes with 256GB of storage space and saves you $50. In our Meta Quest 3S review, we named it the best entry-level VR headset around, and it's not just because of its affordable price. It sports the same performance as the Quest 3, all wrapped up in a compact design. With Batman: Arkham Shadow being included in this bundle, you'll be playing one of the best Meta Quest 3 games we've played. Playing as Batman is one thing, but Arkham Shadows is true to its "Arkham" legacy, with a great story, thrilling combat and an all new location filled with secrets to explore. It's one of those VR games you'll want to fully complete. Meanwhile, the free 3-month trial of Meta Horizon+ will give you access to an expansive catalog of games you can play instantly, plus two curated titles every month, and exclusive deals. (After your trial is up, you can cancel or pay $59.99/year for the service or $7.99/month). In addition to games, the Quest 3S is also great for streaming shows on Netflix and more. While we've found my Quest 3S to have a short battery life and be uncomfortable to wear after long sessions, you can always grab a VR battery strap to boost playtime and comfort. This Meta Quest 3S deal is a must for anyone looking to get into VR or has yet to experience becoming Batman (it's an absolute treat).
Yahoo
2 hours ago
- Yahoo
What the Tech: Too many apps
We've all done it. Scrolled the app store, saw something that looked fun or useful, hit download… and forgot all about it. But those forgotten apps may be doing more harm than you realize. Here's a stat that might surprise you: the average person has over 80 apps installed on their phone. But they only use about nine apps a day. Most people regularly use around 30 apps a month, which means that over half of the apps on your phone are unused. So what's the problem with a few unused apps? Free apps aren't free. While you may not pay anything to download them, many of these apps collect personal information and continue to do so long after you stop using them. Some apps track your location, access your contacts, monitor your activity, and even listen through your microphone. And if you're like most people, you probably tap 'Allow' when the app first asks for permission. Even when they're not open, these apps can still run in the background, draining your battery and collecting your data. Some are no longer updated by developers, which makes them more vulnerable to hacking or malware. They also take up space. In many cases, unused apps are hogging more storage than your photos, videos, or music — which can slow your phone down significantly. So what should you do? Take a few minutes to do a digital clean-up. On iPhones, scroll to the end of your home screens and open the App Library. Look through the list, press and hold any app you don't use, and tap Delete App. On Android phones, go to Settings > Apps > See all apps. Tap on any app you don't recognize or no longer need, then choose Uninstall. After clearing out unused apps, restart your phone. You'll probably notice that it runs faster, and your battery might last longer as well. Performing this task once every few months helps keep your device more secure, private, and efficient. It's an easy habit that can make a big difference. Copyright 2025 Nexstar Media, Inc. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed.
Yahoo
4 hours ago
- Yahoo
Best VPN for Firestick (2025): Top Streaming Device VPN Named by Expert Consumers
Expert Consumers has named a leading VPN service as the top-ranked virtual private network for Amazon Firestick users in 2025 NEW YORK CITY, June 06, 2025 (GLOBE NEWSWIRE) -- Expert Consumers has named a leading VPN service as the top-ranked virtual private network for Amazon Firestick users in 2025, following an in-depth evaluation of streaming performance, device compatibility, privacy features, and ease of use. This recognition comes amid a growing reliance on VPN technology to protect user privacy, unblock streaming content, and maintain stable connection speeds, especially on devices such as the Fire TV Stick that serve as primary media hubs in millions of households. Virtual private networks have become essential tools for consumers looking to bypass content restrictions, secure their online activity, and prevent internet service providers from throttling bandwidth. However, many VPNs fall short when it comes to user experience on smart TV platforms like Firestick. Consumers often report a range of issues, from sluggish streaming speeds and inconsistent app support to limited server options and poor UI navigation using remote controls. One of the most pressing issues for Firestick users is the inability to access content libraries from other countries. Major platforms such as Netflix, Hulu, BBC iPlayer, and Disney+ often implement geo-restrictions that limit available content based on the user's IP address. A reliable VPN should have the ability to reliably bypass these restrictions by routing user traffic through high-speed servers in multiple regions. Another widespread problem is ISP throttling, where internet providers deliberately slow down streaming traffic during peak hours or high usage periods. This can significantly degrade the streaming experience on Firestick, especially for users consuming high-definition content. By encrypting user data and masking streaming activity, a good VPN prevents ISPs from detecting and throttling streaming sessions. This ensures smoother playback and more consistent speeds across all connected devices, even during peak usage windows. Privacy and security are also significant concerns for users accessing streaming services over public or shared networks. Without protection, browsing habits and personal data can be exposed to advertisers, network administrators, or malicious third parties. Employing AES-256 encryption, an industry-standard for securing data transmission, is the best practice. Combined with a strict no-logs policy and independently operated infrastructure, user activity remains confidential at all times, both from external surveillance and the service itself. Firestick compatibility is another critical benchmark that distinguishes the top performer from other options in the marketplace. Many VPNs lack direct support for Amazon's operating system or fail to offer apps optimized for use with a remote control. It's best if a VPN is available directly from the Amazon Appstore, enabling quick installation and intuitive operation. recommends the 2020 third-generation Firestick for users with 1080p TVs, and the Fire TV Stick 4K or 4K Max for those using UHD displays. These devices offer dual-band WiFi, Dolby Atmos sound support, and improved processors that enhance streaming and app performance when used in combination with a VPN. Beyond the core capabilities, additional features such as split tunneling and automatic server selection are valuable tools for Firestick users. Split tunneling allows certain apps or services to bypass the VPN tunnel, which can be useful for streaming platforms that block encrypted traffic or for local network services that require a direct connection. Automatic server selection removes guesswork for less technical users by identifying the fastest and most stable server available based on location and usage metrics. A built-in kill switch also prevents data leaks by cutting internet access if the VPN connection drops unexpectedly, preserving user privacy at all times. The 2025 ranking from reflects the changing expectations of streaming audiences and the growing complexity of online privacy needs. In an environment where digital borders and data vulnerabilities intersect, VPN providers must deliver more than just encrypted tunnels. They must offer speed, transparency, compatibility, and ease of use - especially on smart devices like Firestick, where the user experience must be seamless. The top-ranked VPN succeeded in all of these areas, providing an effective and well-rounded solution for consumers seeking private, unrestricted, and uninterrupted access to streaming media. Its recognition by offers Firestick users a trustworthy recommendation grounded in independent testing and real-world performance metrics. For further information, the complete review is available at About Expert Consumers: Expert Consumers provides news and reviews of consumer products and services. As an affiliate, Expert Consumers may earn commissions from sales generated using links provided. CONTACT: Drew Thomas (press@ 登入存取你的投資組合 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤 擷取數據時發生錯誤
