Latest news with #SarahKunst
CNBC
3 days ago
- Automotive
- CNBC
Dan Ives, Sarah Kunst split on Tesla's future beyond EVs amid Musk-Trump feud
Dan Ives, Global Head of Tech at Wedbush, defends Tesla's long-term value despite Musk-Trump tensions. Sarah Kunst of Cleo Capital warns regulatory risks could hurt Tesla, SpaceX, and investor faith.
Yahoo
5 days ago
- Business
- Yahoo
Analyst Says Salesforce (CRM) $8 Billion Informatica Deal Example of Marc Benioff ‘Understanding' His Job
Commenting on Salesforce, Inc. (NYSE:CRM) recent $8 billion acquisition of Informatica (NYSE: INFA), Sarah Kunst, Managing Director at Cleo Capital praised the company's CEO Marc Benioff and said the deal could pay off. Marc Benioff understanding his job, which is if he buys something for eight billion and then the stock moves 10 million, 20 billion more up because the street says, wow, they really do know what they're doing in AI, that's a win. I think we saw that with Microsoft and their OpenAI investments where they didn't really need to necessarily be doing that, but when you look at what that has done to their stock price over the last few years, it has been far, far, far more valuable than the cash that they put in to OpenAI. And so I think some of these legacy companies are realizing that, especially in a moment where it's relatively cheap to buy companies. It can be a great way to really get the street to understand your story, that you are serious about this category, whether or not you've been doing it in house already. A customer service team in an office setting using the company's Customer 360 platform to communicate with customers. Mar Vista U.S. Quality Select Strategy stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q1 2025 investor letter: 'Salesforce, Inc.'s (NYSE:CRM) stock came under pressure in Q1 as investors grew concerned about the potential negative impact of trade tensions and tariffs on the global economy, as well as the current lack of monetization from AI-enabled software solutions. Despite these concerns, we remain confident in Salesforce's strong competitive position, deep customer relationships, and its ability to monetize AgentForce, its newly launched generative AI-enabled chatbot designed to automate customer service tasks and significantly reduce costs compared to traditional call center support solutions. READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. 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
28-05-2025
- Business
- Yahoo
Nvidia's Huang Can Navigate US-China Risks: Cleo's Kunst
Cleo Capital Managing Director Sarah Kunst says Nvidia's Jensen Huang is the "best-suited CEO" to deal with the recent US-China trade tensions on "Bloomberg The Close." Nvidia said sales will be about $45 billion in the second fiscal quarter. That included the loss of roughly $8 billion in revenue from China because of export controls. 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
14-05-2025
- Business
- Yahoo
Angel investor explains why it's hard — but not impossible — for startups to get funding right now
Listen and subscribe to Financial Freestyle on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Obtaining funding for a growing business during times of economic uncertainty can be particularly difficult, one angel fund investor said. But despite the current market climate, it's not impossible if you take the right steps. "What [macro uncertainty] typically means is when the stock market's not doing super well, you are likely to have fewer new companies," angel fund investor and entrepreneur Sarah Kunst explained on Yahoo Finance's Financial Freestyle podcast (see video above or listen below). "And then because of that, it means that venture investors, like me, we're not getting those early investment dollars back, because we tend to get them back when companies get acquired through an M&A process, which has also been slower." This embedded content is not available in your region. Budding entrepreneurs can still obtain capital from angel investors like Kunst, but they will want to ensure their business plans are ironclad. For starters, it's important for entrepreneurs to know the growth potential of the sectors they're in. Kunst said she's keeping a close eye on the cybersecurity sector for potential new investments. If the market isn't large enough for your business to grow into and make immense profits, then it'll be harder to secure investment. "What it's a lot easier to do is to be a billion-dollar company in a trillion-dollar space, because that means you're still a big company," Kunst explained. "I, as an investor, might be investing at a $2 [million] or $5 [million] or whatever million valuation, but I can still make a ton of money because I can see a path where you can sort of mess up everything, hit lots of bad luck, and still become that billion-dollar company." Angel investors are also looking for an explanation of why you are the best person to found and run the company. Without experience in your given field to back up your idea, it may be harder to secure investors. When being pitched, Kunst said she wants entrepreneurs to be able to tell her about the knock-on effects, the problem they're solving, and the consumer base that will pay for their idea. Furthermore, she said, she wants entrepreneurs to tell her, "Here's why I'm a good fit for it. I've worked in this space for five years." "You typically see people have either education, lived experience, or professional experience in a space," she added. Ultimately, Kunst acknowledged that the current market situation is not ideal for investors to sign on to new ideas. Because of the consistent market fluctuations, Kunst said there's "less money to deploy and to invest in new companies," which will ultimately hurt an entrepreneur's chances. "Compared to what was happening a handful of years ago in terms of fundraising velocity for funds, there's a lot less money," she said. "And so because of that, it definitely has slowed down overall the speed at which most venture investors are writing checks." Every Monday, Financial Freestyle host Ross Mac talks with key guests to discuss their wealth-building journeys and what it takes to build a lasting financial footprint. You can find more episodes on our video hub or watch on your preferred streaming service.
Yahoo
01-05-2025
- Business
- Yahoo
Apple in 'early innings' of post-tariff adjustment phase
Apple (AAPL) navigated a quiet quarter with little new product buzz, while keeping tight-lipped on early tariff impacts. Cleo Capital managing director Sarah Kunst and Neuberger Berman senior research analyst Dan Flax discuss what's next for demand, costs, and the upcoming iPhone cycle. To watch more expert insights and analysis on the latest market action, check out more Market Domination Overtime here. the fact that Apple is really obviously trying to navigate this landscape, um, what do you make of of how they appear to be adapting? And also the idea that they don't seem to be seeing any kind of changes in demand as of yet. I mean, you have to remember that this quarter, uh, the reporting that came out doesn't have a ton of insight into the sort of post-tariff environment. Um, and what little insight it did have, they were not eager to share in detail. Um, and so yeah, I don't know if we're seeing a ton of of that impact yet, but I also think that it is early innings to see how it plays out. Um, this also isn't a huge quarter for sales in general. It's after the holidays. There's not, you know, a ton of really exciting new product right now. Uh, so I I think that they are doing okay, and they certainly don't want to say anything to the contrary. Dan, I want to bring you in here as well. It does look like Dan, like the stock is extending its decline a bit. We're down nearly four four percent right now in the after hours, but your your thoughts, Dan, on the report, the results, and how Tim Cook is quantifying tariff impact saying June quarter can't estimate precisely, he says, but assuming current rates don't change, impact could add 900 million to cost then. I think the quarter was decent overall, and certainly over the next, uh, uh, 12 weeks, um, uh, until the next report, uh, the the market's going to to be very, very focused on on how the tariff, um, dynamics play out. But if we think about the next few months, they'll have the developer conference in June where I think they'll preview a little bit more around Apple intelligence, which which certainly needs work. And then, uh, later in the summer, we'll get iPhone 17, and of course we'll have more clarity on tariffs at that point. What I think the market will focus on into the back half is how is that new iPhone 17 product cycle likely to shape up, and can we see better growth as we head into next year? I don't think there's there's anything, um, uh, dramatic that the company can can do given its size, but they have been making changes to their supply chain over the last several years, and that will clearly continue. What I think will matter for the stock into the back half and next year is execution on the new product cycles and ultimately demonstrating that growth is is durable and that can translate into strong earnings and free cash flow as we think about the year ahead. Sign in to access your portfolio
