Latest news with #ArgentCapitalManagement
CNBC
4 days ago
- Business
- CNBC
Google, Tesla and Amazon are leading in vehicle autonomy, says Argent Capital's Jed Ellerbroek
Jed Ellerbroek, Argent Capital Management portfolio manager, joins 'Power Lunch' to discuss the more reliable names Ellebroek favors in transportation.
Yahoo
08-07-2025
- Business
- Yahoo
A Bright Outlook for US Tech and Stocks
Jed Ellerbroek, portfolio manager at Argent Capital Management, says he sees continued strength in tech and US stocks as companies continue to invest in AI. He joins Caroline Hyde on "Bloomberg Tech." Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Bloomberg
08-07-2025
- Business
- Bloomberg
A Bright Outlook for US Tech and Stocks
Jed Ellerbroek, portfolio manager at Argent Capital Management, says he sees continued strength in tech and US stocks as companies continue to invest in AI. He joins Caroline Hyde on "Bloomberg Tech." (Source: Bloomberg)
Yahoo
02-07-2025
- Business
- Yahoo
Intel's turnaround efforts are coming too 'late in the game'
Intel (INTC) could be eyeing major changes as CEO Lip-Bu Tan reportedly considers pulling back on the company's 18A chip manufacturing and shifting focus to future tech, according to Reuters. Argent Capital Management portfolio manager Jed Ellerbroek joins Opening Bid to explain why the stock's value isn't compelling enough to overshadow fierce competition and the difficult turnaround ahead. To watch more expert insights and analysis on the latest market action, check out more Opening Bid here. Intel off this Reuters report that uh, new CEO Lipu Tan may pull back on 18A manufacturing, may lean into new technology that may not be around until uh, 2028. You know, our source tells me to expect big changes at Intel. Uh, I do expect those big changes to happen in Intel because the company cannot continue to lose large sums of money like it has been from its foundry business or that business that makes chips and competes with Taiwan Semi. But you mentioned valuations here, Jed. Um, does anything about what Intel's doing interest you? This is a stock now trading almost in line with book value. I mean, we learned from Benjamin Graham. I mean, once these stocks trade at book value or below book value could represent an opportunity, but Intel's been really been struggling here. Yeah, Intel's a perennial underperformer. We wouldn't, we wouldn't, you know, invest in that stock today. Um, most, most turnarounds do not succeed. Um, I think Intel has a pretty, pretty tough future ahead of it and they have extremely strong competition. You mentioned TSMC, um, really dominant, seemingly building on strength. Intel, you know, pretty late in the game trying to turn around. It Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
02-07-2025
- Business
- Yahoo
Intel's turnaround efforts are coming too 'late in the game'
Intel (INTC) could be eyeing major changes as CEO Lip-Bu Tan reportedly considers pulling back on the company's 18A chip manufacturing and shifting focus to future tech, according to Reuters. Argent Capital Management portfolio manager Jed Ellerbroek joins Opening Bid to explain why the stock's value isn't compelling enough to overshadow fierce competition and the difficult turnaround ahead. To watch more expert insights and analysis on the latest market action, check out more Opening Bid here. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
