Latest news with #RebeccaWalser
CNBC
07-08-2025
- Business
- CNBC
Rebecca Walser likes Vistra and Rocket Lab as investments. Here's why
Rebecca Walser, Walser Wealth Management president, joins 'Power Lunch' to discuss how far new investing themes can go.
CNBC
05-06-2025
- Business
- CNBC
Three Stock Lunch: Apple, Netflix and Snowflake
Rebecca Walser, Walser Wealth Management CEO, joins 'Power Lunch' to discuss Walser's investing take on three stocks: Apple, Netflix and Snowflake.
CNBC
04-06-2025
- Business
- CNBC
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.
Bloomberg
22-05-2025
- Business
- Bloomberg
Bloomberg Daybreak Asia: US Deficit Concerns Spur Wall Street Selloff
Asian shares were mixed and Treasuries continued their slide at the open Thursday following losses in Wall Street on concerns about the US's ballooning deficit. Treasuries fell across the curve Wednesday with long-term debt bearing the brunt as the 30-year yield rose 12 basis points. Tepid demand for a $16 billion sale of 20-year bonds rekindled fears over US government borrowing and budget deficit. That sapped sentiment after a sharp rebound in risk assets over the past month and revealed structural concerns in the bond market. We get some market perspective from Joe Little, Global Chief Strategist at HSBC Asset Management. Traders have been piling into bets that long-term bond yields would surge on concerns over the US's swelling debt and deficits, with Moody's Ratings on Friday lowering the nation's credit score below the top triple-A level. For many, the message was: Unless America gets its finances in order, the perceived risks of lending to the government will rise. We get reaction from Rebecca Walser, President at Walser Wealth Management.
