Better use of capital and better stories in AI outside of Palantir, says Jefferies’ Brent Thill
Brent Thill, Jefferies, joins 'Closing Bell Overtime' to talk Palantir Q3 results. source
Saturday, January 17, 2026
Tag: Thill
Amazon Earnings Are ‘Mediocre,’ Jefferies’ Thill Says
Brent Thill, Jefferies tech sector leader, internet and software research, breaks down Amazon's earnings and forecast. Amazon said operating profit ...
Meta’s AI spending is ‘working,’ Jefferies’ Thill explains
Meta Platforms (META) exceeded Wall Street's third quarter earnings expectations, delivering strong results on both revenue and profit. Yet the ...
Rotation from AI infrastructure to software expected later in year, says Jeffries’ Bren Thill
Brent Thill, Jeffries analyst, joins CNBC's 'Squawk on the Street' to discuss the fate of the tech rotation, how to ...
Microsoft missed earnings by inches but is still ahead in AI race, says Jefferies’ Brent Thill
Brent Thill, Jefferies analyst, joins 'Squawk on the Street' to discuss Microsoft's quarterly earnings results, the analyst's expectations for the ...
Jefferies’ Brent Thill on tech selloff: We’re seeing a rotation inside of tech
Brent Thill, Jefferies tech research analyst, joins 'Squawk Box' to discuss the latest market trends, what to make of the ...
Amazon’s high-margin cloud business helps offset its lower-margin retail operation: Jefferies’ Thill
Brent Thill, Jefferies tech research analyst, joins 'Squawk Box' to discuss Amazon's annual Prime Day event, the importance of the ...
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