Check out Scott Mikus on Aviation Week Network’s podcast talking about Boeing results and the selection of Kelly Ortberg as the new CEO. Thanks for having us! https://lnkd.in/e8yFb52M
Melius Research
Financial Services
New York, New York 2,735 followers
Helping our clients navigate a rapidly changing world
About us
Melius Research is an independent research, data analytics and investment firm that leverages decades of industrials, technology and consumer expertise to help our clients navigate a rapidly changing world. New technology in areas such as robotics, new mobility, energy transition, space travel, and software, is transforming the traditional industrial eco-system. Artificial intelligence has emerged as one of the key themes of the century, making a siloed view of the software, semiconductor, internet and hardware sectors obsolete. Furthermore, the powerful thematic of sustainability is driving a secular shift in investment never seen before, creating unique opportunities and a new generation of leaders. We partner with clients including disruptive start-ups, institutional investors, and corporate executive teams, to make better investment and strategic decisions.
- Website
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http://www.meliusresearch.com
External link for Melius Research
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- New York, New York
- Type
- Partnership
- Founded
- 2017
Locations
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Primary
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152 W 57th St
6th Floor
New York, New York 10019, US
Employees at Melius Research
Updates
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Melius Research reposted this
Shares of United Airlines fell after reporting mixed results for its second quarter earnings. The company saw its profits rise more than 20 percent from last year but its third quarter forecast came in lower than consensus. Despite those results, United Airlines is still “top-tier” for Conor Cunningham, Director of Airlines and Travel Research at Melius Research.
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Check out Rob Wertheimer's interview on Andrew Rubenstein's new podcast! They discuss operational excellence, the power of compounding, key characteristics of successful business leaders, and more. Thank you for having us!
Announcing the TaleWind Podcast! Interviews with authors of books on science, tech, and business. Releasing the first three episodes in a batch: – Walter Isaacson on "The Code Breaker" – Katherine Blunt on "California Burning" – Rob Wertheimer on "Lessons from the Titans" Big thank you to Katherine, Rob, and Walter for coming on the podcast to talk about their incredible work. More to come!
TaleWind on Apple Podcasts
podcasts.apple.com
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Melius Research reposted this
Shares of Nvidia fell today amid news that the Federal Trade Commission and the Department of Justice are set to open antitrust probes into Nvidia, Microsoft and OpenAI. This comes as Nvidia surpassed $3 trillion in market cap yesterday. “I’m not really sure with Nvidia what they can really say, because maybe you have to blame some of the competitors for just not seeing the GPU market like Jensen did several decades ago,” Ben Reitzes from Melius Research.
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We are so excited to announce that Karen Short has officially joined the Melius team!! https://lnkd.in/eYVz_RpE
Melius Research Welcomes Leading Consumer and Retail Analyst, Karen Short
prnewswire.com
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Check out Robert Spingarn's interview with Yahoo Finance where he talks about why Boeing needs a new plane, thoughts on a potential deal with Spirit AeroSystems, why Boeing still can't find support from investors following results today, and more... https://lnkd.in/ew9KXyuT
Boeing needs to 'think about their next airplane': Analyst
finance.yahoo.com
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Melius Research reposted this
https://lnkd.in/eEnJcFk3 So great to speak with Carl Quintanilla this morning about Apple's potential AI splash! Take a look at our report today for peek at what they may really be doing... Also, a big shout out to Jim Cramer for highlighting Melius Research's work on AI. It was great seeing him recently at the NVDA/Jensen-fest. Stay tuned for more exciting updates on Apple's AI strategy! #cnbc #meliusresearch #apple #ai
Apple should have a new app store with AI by June, says Melius Research's Ben Reitzes
cnbc.com
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Melius Research reposted this
Alphabet shares fell 4% today after the company announced a “pause” of their AI image generator Gemini due to inaccuracies in some of the images that were being created. “These launches have been a bit jumbled,” Melius Research Head of Technology Research Ben Reitzes said. “We kind of need to see a tightening of the message of AI as well, so they can be the trusted brand that leads us forward, and show us how they are going to monetize search with AI infused features.”
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Ben Reitzes feeling right at home with the Fast Money crew chatting AI!
Was so much fun being on fast money to discuss AI stocks. Thank you to the whole gang there led by Melissa Lee. Thoughts here on MSFT, Google, Nvidia, Apple and one you may not expect ;) #ai #artificialintelligence #equityresearch #meliusresearch CNBC
Top tech analyst Ben Reitzes on the AI landscape in 2024
cnbc.com
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Thank you for all of your support for our Melius marathoners who raised over $75,000 for The Leukemia & Lymphoma Society this year and over $250,000 to crush cancer over the past 5 marathons! #TCSNYCMarathon
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