Angelo Zino

Poonam Goyal is a Senior U.S. E-Commerce and Retail Analyst at Bloomberg Intelligence, and Angelo Zino is a Senior VP and Equity Analyst at CFRA Research. They dive into Amazon's surprising stock declines fueled by disappointing profit forecasts and challenges in its AWS cloud performance. The duo contrasts Amazon’s retail growth with its lackluster cloud margins, discussing competitive pressures from rivals like Microsoft. They also explore how shifting consumer behavior might impact the retail landscape during the back-to-school season.

Join Angelo Zino, a Senior Equity Analyst at CFRA Research, and Caroline Hyde, co-host at Bloomberg Technology, for an engaging dive into the latest earnings from Apple and Intel. They discuss Intel's leadership shake-up and revenue challenges, along with the intense competition in the AI sector. Switching gears, they analyze Apple's disappointing iPhone sales amid rising service revenues and innovation in other product lines. The conversation highlights the strategic moves needed for these tech giants to thrive in a shifting market landscape.

Peter Navarro, former White House trade advisor, discusses the impact of a recent court ruling on Trump's tariffs and its implications for U.S. trade policy. Libby Cantrill from PIMCO outlines strategic options for the administration. Bob Michele, CIO at JPMorgan, warns about bond market signals regarding debt and deficits. Angelo Zino of CFRA reacts to Nvidia's earnings and its role in the AI market. The panel dives deep into economic crises, tariff complexities, and the intersection of technology and foreign policy.

Kelsey Berro, a fixed income portfolio manager at JPMorgan, discusses a softening labor market and the potential implications for the Fed's December decisions. Nela Richardson, Chief Economist at ADP, highlights how rising unemployment complicates Fed policy and the importance of low-income consumer spending. Angelo Zino, a senior equity analyst at CFRA, provides insights on NVIDIA’s earnings, suggesting they alleviate some AI bubble concerns, but financing and geopolitical factors remain critical. Together, they explore the future outlook for tech and labor markets.

Claudia Sahm, chief economist at New Century Advisors, offers brief takes on labor markets and monetary policy. Angelo Zino, CFRA tech analyst, discusses corporate earnings, AI-driven capex and cloud risks. Jeanette Lowe, Strategas policy research MD, covers looming Homeland Security funding fights and political maneuvers. Multiple short conversations touch Fed pauses, AI supply limits and funding standoffs.

Angelo Zino, Vice President of Equity Research at CFRA, dissects NVIDIA's underwhelming earnings while exploring concerns over AI spending and U.S. tariffs. Shuli Ren, Bloomberg Opinion columnist, analyzes the shifting landscape of Chinese tech stocks, presenting them as a viable alternative to the Magnificent Seven. The discussion touches on geopolitical tensions affecting the semiconductor market and the potential of Chinese EV manufacturers in a competitive sector. It's a deep dive into market dynamics and investment trends in an ever-evolving tech landscape.

In this insightful discussion, guest Angelo Zino, a Senior Equity Analyst at CFRA Research, emphasizes the positive implications of the Trump administration's tech tariff exemptions for Apple. He outlines how these temporary reliefs provide Apple a chance to adapt its manufacturing and suggests a shift towards Apple Intelligence and services to compete effectively. Zino also discusses Apple's growth prospects in India, the impact of changing tariffs on pricing strategies, and the importance of maintaining consumer demand amidst evolving market conditions.

In this insightful discussion, Angelo Zino, Senior Vice President at CFRA Research, and Stefanie Holtze-Jen, APAC Chief Investment Officer at Deutsche Bank Private Bank, delve into NVIDIA's recent earnings forecast, which fell short of analysts' expectations. They explore the buoyant AI sentiment's impact on the tech sector and discuss potential trade shifts under new U.S. leadership that could affect semiconductor tariffs. Additionally, they highlight key trends in the Asia-Pacific markets and the importance of strategic investment amidst economic changes.

Join Paul Hickey, co-founder of Bespoke Investment Group, and Angelo Zino, an analyst at CFRA, as they dive into the latest buzz around Nvidia's earnings. Hickey offers insights into market sentiment against rising yields, while Zino dissects Nvidia's groundbreaking impact on the semiconductor industry and the AI sector. They also tackle the broader implications of Nvidia's innovations for tech stocks, touching on economic indicators and the ongoing challenges posed by geopolitical factors. An engaging discussion filled with expert analysis!

Angelo Zino, a Senior Equity Analyst at CFRA Research, offers keen insights into Apple and Intel's latest earnings reports, emphasizing the challenges each faces in a competitive landscape. Caroline Hyde, a co-host at Bloomberg Technology, dives into Apple's mixed performance, particularly concerning disappointing iPhone sales and pressures in China. The discussion also highlights Intel's leadership uncertainty post-CEO departure and the company's strategic pivot towards AI. Both guests emphasize the need for innovative solutions as these tech giants navigate turbulent market conditions.