In the News

Rosenblatt analyst Barton Crockett noted that Internet, Media, and Experiential equities underperformed the S&P 500 in 2Q22 and 1H22 of generationally high stock pressures (the worst S&P 500 start since 1970).

Watch CNBC’s full interview with Rosenblatt Securities’ Barton Crockett

Rosenblatt analyst Hans Mosesmann shared salient articles in the last week specific to AI, Bandwidth, and Compute that are important and merely interesting regarding key secular themes

There’s no doubt, the bears have been in control of the market so far this year and the overall trend has been down. That said, last week, stocks were on the comeback trail in what amounted to the best performance across the board since November 2020.

Last week, Splunk Inc held its annual conference, during which it made several products and partner announcements.

Rosenblatt Securities is the only firm that rates the e-commerce behemoth as a hold. Here's why the firm is bearish on the stock.

Rosenblatt analyst Kevin Cassidy expected SMART Global Holdings Inc. (SGH) to deliver a slight beat-n-raise to consensus 3QF22 and 4QF22 outlook. Cassidy maintained his Buy recommendation and $60 price target.

Rosenblatt analyst Steve Frankel reiterated a Buy rating on Imax Corp. with a price target of $25

If 5G mobile is the part of telecom that still consumes much of the industry and political attention, the smart money is on fiber.

Amazon (NASDAQ: AMZN) stock has declined significantly (over 36% this year) and is trading near its 52-week low. Besides the general market selling in tech stocks, the slowdown in e-commerce growth and inflationary cost pressure weighed on the shares of this internet giant.

Rosenblatt analyst Barton Crockett updated Amazon.com Inc. for the 20–1 share split completed on June 6.

Trading volumes are continuing to migrate towards the Close in light of the growing number of passive funds coming to market.