Kevin Cassidy
Gaelic football player
3 stories
2 quotes
Over $105 billion [for third-quarter revenue guidance]
- would surprise to the upside... Kevin Cassidy at Rosenblatt Securities said MondayCNBCcnbc.com/2026/08…
We see AMBA as a Physical AI pure play,
- analyst Kevin Cassidy said Tuesday in the Rosenblatt reportCNBCcnbc.com/2026/06…
Earlier
CNBC Daily Open: Nvidia carries world of AI on its shoulders
CNBCcnbc.com/2026/08…Nvidia stock could see a $280 billion market value swing after earnings as options traders price a 5.4% move and investors watch AI demand
Hindustan Timeshindustantimes.com/business/wi…These are Rosenblatt's favorite stocks for the second half of 2026
CNBCcnbc.com/2026/06…Dan Ives Says Upcoming Earnings Season Is A Huge Validation Moment For Big Tech — Expects Significant Outperformance Of Mag 7 Ahead
Asianet Newsablenewsable.asianetnews.com/marke…As the market enters the second half of 2026, stocks seem poised to continue their climb
CNBCcnbc.com/2026/06…