Ken Leon

Director of Equity Research at CFRA, thought leader, media contributor, and subject matter expert on the large diversified banks and housing market trends.

[Schwab Network @SchwabNetwork]

Broadcom (AVGO) is pulling back, dragging several other names lower with it.

@DaveN007 of @TheFuturumGroup and @AngeloZino of @cfraresearch discuss “dull guidance” from $AVGO, market expectations for AI and the broader chip trade.

For more market news, tune in at: https://t.co/sZO7mfqRjT

[Ken Leon @LeonCFRA]

Major U.S. banks report Q1 results this week, and despite a 12% YTD sector pullback on geopolitical fears, the fundamentals tell a different story. Watch my full video to learn more. https://t.co/Pzew3EQXGA

[Ken Leon @LeonCFRA]

Great to join @MorningsMaria to break down #AI disruption fears, #BigTech’s massive spending surge, and what it means for investors ahead of key earnings reports. https://t.co/jakUUpdgRH

[CNBCOvertime @CNBCOvertime]

'Expectation of Fed rate cut in June will support share prices,' says @cfraresearch's @StovallCFRA https://t.co/KuNex7EVAd

[CFRA Research @cfraresearch]

.@cfraresearch Director of Research @LeonCFRA
joined @SchwabNetwork to discuss #Spotify's ($SPOT) growth potential. Watch the full interview below. https://t.co/dfHBInjnaU

[Schwab Network @SchwabNetwork]

.@cfraresearch's @AngeloZino tells @NPetallides that, when it comes to Apple (AAPL) going into 2026, “it’s all about AI.” The firm believes the company will get it “right” with Siri's integration of AI through Google’s Gemini.

$AAPL is up 12% this year.

For more market news, tune into: https://t.co/ewVnkR2aC4

[Ken Leon @LeonCFRA]

#Artificialintelligence isn’t just changing how companies operate—it’s redefining the entire #Technology Sector. Join me & my @cfraresearch colleagues for our latest webinar, Discover What’s Next for Tech in 2026. Register below. https://t.co/GYwS7dJDI1

[Bloomberg TV @BloombergTV]

.@AngeloZino, equity analyst at @cfraresearch, reacts to Intel's third-quarter earnings and forecast on "Bloomberg The Close" https://t.co/OMfxfPSoL7

[CNBCOvertime @CNBCOvertime]

'We are most bullish on Goldman Sachs,' @cfraresearch Director of Equity Research @LeonCFRA says, adding global U.S. banks' performance was "enormous" through the summer
https://t.co/QFqZ1s5Pza

[Schwab Network @SchwabNetwork]

CFRA's @TheRealGNelson sets a $300 price target on $TSLA, citing 4Q concerns post EV tax credit expiration and market share drops in China and Europe. He also notes that Elon Musk's actions have alienated consumers, impacting Tesla's brand.

[Schwab Network @SchwabNetwork]

$SPOT earnings Tuesday will be one closely watched by investors, @LeonCFRA says. While he says its only competition in terms of market share is "maybe YouTube," the stock's massive run higher may be stopped by ballooning valuation. @TomWhite_S offers example options trades.

[Schwab Network @SchwabNetwork]

Google parent Alphabet reports second-quarter earnings after the market close tomorrow.

@AngeloZino of @cfraresearch says he's looking for "at least high single-digit growth" from search and YouTube.

In the second half of 2025, he expects AI features to "improve the ROI" on their ad based businesses.

Shares of $GOOGL are currently up 0.60%.

[CNBCOvertime @CNBCOvertime]

.@cfraresearch's Alexander Yokum shares his bull case for Wells Fargo and looks ahead to this week's regional banks earnings. https://t.co/gSBCsMnaXb

[TheStreet @TheStreet]

It's that time again... bank earnings season! @LeonCFRA, Global Research Director, @cfraresearch, joins TheStreet's @Cline_woods to explain what bank earnings might reveal about the economy and market trends:

[Schwab Network @SchwabNetwork]

$DG investors were happy to see a double-digit rally in shares after earnings. @cfraresearch's Arun Sundaram doesn't see those gains lasting. Ahead of $DLTR earnings Wednesday, he notes the company's tariff exposure as a risk but cites price increases as a positive.

[Schwab Network @SchwabNetwork]

Arun Sundaram expects strong $WMT earnings that will beat FY2025 outlook. He notes $WMT, $AMZN and $COST as @cfraresearch 's retail outperformers.

[AInvest Wire @Ainvest_Wire]

#Disney is about to spend $60 billion... but on what?

• Theme parks = 60% of profit
• Streaming just hit breakeven
• #ABC might be on the chopping block
• #ESPN still printing 💵

@LeonCFRA breaks down what matters before #earnings hit tomorrow AM 👇
https://t.co/sjEfxIOfDz

[Schwab Network @SchwabNetwork]

On $AAPL, @cfraresearch's @AngeloZino says the "company's executing as well as it can" amid the current macro environment.

[Schwab Network @SchwabNetwork]

.@cfraresearch's Kenneth Leon tells @NPetallides that Spotify has an "impeccable business model" and "in some ways, they are in the early innings of where Netflix was."

Spotify reports earnings tomorrow morning.

[Lowry Research @LowryResearch]

The markets have spoken—are you listening? 2025 is poised for volatility. Join our webinar, Navigating Market Volatility, to discuss @cfraresearch’s outlook for 2025–2026 & @lowryresearch's technical indicators. Register today. https://t.co/LTFDGgkGN1