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Mar 19, 2024
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jensen huang talked about the big three.soft, alphabet and amazon will offer blackwell through cloud services. those are part of thing magnificent seven. does this cement the idea you want to be in the magnificent seven names for the a.i. trade in does it create a new leg of the a.i. trade? we are showing the other companies. i ibm and oracle as well. >> it is notable these companies offer a menu to their clients to allow them to use -- some of the companies like amazon and what have you offer access to quantum computing. i was more interested to hear the announcement of cadence and the next level down where you see the partnerships that nvidia is making with companies that are maybe not the most well known companies in the world with the biggest client bases to see further benefits across the a.i. trade. >> chris gannatti, thank you so much for your insight. it was the woodstock of tech ev events. >> yes. 18,000 penople. >> i like you kicking it off. thank you very much. good to see you. >> thank you. >> jensen huang's keyn
jensen huang talked about the big three.soft, alphabet and amazon will offer blackwell through cloud services. those are part of thing magnificent seven. does this cement the idea you want to be in the magnificent seven names for the a.i. trade in does it create a new leg of the a.i. trade? we are showing the other companies. i ibm and oracle as well. >> it is notable these companies offer a menu to their clients to allow them to use -- some of the companies like amazon and what have you...
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Mar 19, 2024
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you're about an hour or so from sitting down with jensen huang. jim, what struck you as most significant? what is most important today that was said yesterday in terms of how nvidia trades? >> okay. i think it's very simple. this new blackwell chip, it's smarter than 100 fabers. yep, that's what it looks like. basically he's saying we're not smart enough. the machines are smarter. it's finally happened. we have chips that have learned so much that they have common sense. they can do things that i know you may be concerned about but i think are major for society, productivity and waste, build factories, sing. they can do anything. they can paint. they also make it so the world is a better place. that's what we're going to be talking about. >> all right. let's get more specific on the blackwell itself which again he made the point, it's the name of a platform. it's not a chip. first of all, if you can, jim, explain to people what that means. get into some detail if you can. i'm sure you will with jensen, obviously, during your interview. give us a s
you're about an hour or so from sitting down with jensen huang. jim, what struck you as most significant? what is most important today that was said yesterday in terms of how nvidia trades? >> okay. i think it's very simple. this new blackwell chip, it's smarter than 100 fabers. yep, that's what it looks like. basically he's saying we're not smart enough. the machines are smarter. it's finally happened. we have chips that have learned so much that they have common sense. they can do...
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Mar 18, 2024
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jensen huang's got a special talent, one of many. even as you can't see it or hear it or buy it yourself. but maybe that's what makes nvidia a stock to own and not to trade. let's go to phil in california. phil. >> caller: hey, jim. longtime listener to your show, you do a great job. the stock is oracle and i was wondering if larry ellison's got that going, working into the a.i. type of work now. >> absolutely. well, phil, i think -- appreciate you saying i did a great job. i didn't do a good job on or ra cam. they screwed up the quarter twice and i couldn't take it anymore and totally delivered in the last one. the stock is up big because of a.i. and jensen and nvidia mentioned it so it's probably going higher. i thank you for the kind words. i wish i had done better. alex in florida. alex. >> caller: hey there, jim. my question is about ticker gold, barrick gold. >> i've been disappointed. i mean gold has had a big run here and you've not made any money with barrick and i have to tell you that is incredibly disappointing to me. it'
jensen huang's got a special talent, one of many. even as you can't see it or hear it or buy it yourself. but maybe that's what makes nvidia a stock to own and not to trade. let's go to phil in california. phil. >> caller: hey, jim. longtime listener to your show, you do a great job. the stock is oracle and i was wondering if larry ellison's got that going, working into the a.i. type of work now. >> absolutely. well, phil, i think -- appreciate you saying i did a great job. i didn't...
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Mar 18, 2024
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arena in san jose for jensen huang's two-hour keynote. it's, yes, a developer's conference but his words could help add sustainability to the entire a.i. ecosystem which is why so many are paying attention. investors, first expect nvidia to launch a new gpu, the b100 which could be two times the performance of its previous h100 chip. nvidia doesn't usually provide pricing but i've seen estimates anywhere between $40,000 to $50,000 for this chip. and we will hear more products from cpus and how to do better. extending beyond the pockets of meta and into health care, government and sovereign wealth funs and lastly, inferencing so that's where you use trains, large language models to spit out answers to your queries as a next step of the large language model train. nvidia and demand is expected to grow and be a major driver for the years to come. the bottom line today is about demand sustainability. investors want to know is the pace of demand going to keep up, you know, one to two years from now, even beyond that? they'll also want to see h
arena in san jose for jensen huang's two-hour keynote. it's, yes, a developer's conference but his words could help add sustainability to the entire a.i. ecosystem which is why so many are paying attention. investors, first expect nvidia to launch a new gpu, the b100 which could be two times the performance of its previous h100 chip. nvidia doesn't usually provide pricing but i've seen estimates anywhere between $40,000 to $50,000 for this chip. and we will hear more products from cpus and how...
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Mar 18, 2024
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darling as ceo jensen huang takes center stage at the company's developer's conference. we're bringing you the headlines from the event and the trades in the a.i. stocks. >>> plus, bubbling higher. shares of pepsi seeing their best day since october 2022, after a big upgrade on wall street. what analysts think is giving this soda stock a little extra fizz. >>> and later, tesla shares revving up. will now price hikes be enough to get the stock out of its rut? we'll debate what is next for this ev maker. i'm melissa lee, coming to you live from studio b at the nasdaq. on the desk tonight -- bonawyn eye sonson, karen finerman, dan nathan, and guy adami. >>> ceo jensen huang of nvidia speaking right now. he's announced new partnerships and unveiled a new gpu. shares up 5% earlier in the day, but closed up less than a percent, currently trading down by a quarter of a percent. kristina partsinevelos joins us now with the very latest. kristie anyway? >> nvidia's ceo reiterating we are just at the tipping point for a.i., and all that means is that you're going to need bigger gpu
darling as ceo jensen huang takes center stage at the company's developer's conference. we're bringing you the headlines from the event and the trades in the a.i. stocks. >>> plus, bubbling higher. shares of pepsi seeing their best day since october 2022, after a big upgrade on wall street. what analysts think is giving this soda stock a little extra fizz. >>> and later, tesla shares revving up. will now price hikes be enough to get the stock out of its rut? we'll debate what...
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Mar 18, 2024
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everyone wants the halo of jensen huang.wants to be associated with it, in part because it's b. however, there are already naysayers, david. i'm hearing people, including people on our network, who are saying, this marks the peak. we've got the fed talking tough. we're going to be finished with gtc. we're done with a.i. how can you say it marks the peak if you're talking about a multiyear transition from cpu to gpu? but i know. short-termers are saying this is the peak this week. >> there are, but there are plenty who say that we are just at the very, very beginning. and the amount of compute power that we're going to need is staggering. and i talked often, frankly, about one of the gating issues not even being the chips themselves but the power that is going to be needed to actually have these datacenters operating at full capacity. >> i'm so glad you mentioned that. >> which is not there. >> we have the grid had been moribund. suddenly, we're having a 5% increase over last year because of datacenters. next year forecasted
everyone wants the halo of jensen huang.wants to be associated with it, in part because it's b. however, there are already naysayers, david. i'm hearing people, including people on our network, who are saying, this marks the peak. we've got the fed talking tough. we're going to be finished with gtc. we're done with a.i. how can you say it marks the peak if you're talking about a multiyear transition from cpu to gpu? but i know. short-termers are saying this is the peak this week. >> there...
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Mar 20, 2024
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jim's exclusive, of course, with jensen huang.e on "mad money" about reinventing the computer. take a listen. >> we reinvented the computer as we know it. the computer's been the same since 1964, since the year after i was born, and we reinvented it with this idea called accelerated computing. now, you could have a computer that's 100 times faster or 20 times more energy efficient, costs 20 times less, and to be able to do -- solve problems at a scale that nobody's ever imagined. >> jim, you know, so many different takeaways, including that. it's something you have been discussing to a certain extent. and i think a lot of investors are just trying to get their arms around all of this. what does it mean? where do i want to be? is it just nvidia? can that growth continue? i mean, so many different questions that seem to emanate from both his presentation and your interview. >> right, right. well, look, i think that you have to go with analogies. i didn't get this one from jensen, but i've been thinking about it all night, which is t
jim's exclusive, of course, with jensen huang.e on "mad money" about reinventing the computer. take a listen. >> we reinvented the computer as we know it. the computer's been the same since 1964, since the year after i was born, and we reinvented it with this idea called accelerated computing. now, you could have a computer that's 100 times faster or 20 times more energy efficient, costs 20 times less, and to be able to do -- solve problems at a scale that nobody's ever...
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Mar 15, 2024
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and on the earnings call, jensen huang, the ceo, said 40% of data revenue came from inferencing and most people were surprised by that number because nvidia has been so well known for training, and the concern was they're going to lose that market share to an amd or others for the inferencing. i'm sure he will talk about this being the next big driver for demand, and then how that maybe will result in an update to their total addressable market, which is at $1 trillion, crazy number. what, five years ago the market cap was $100 billion, and now it's $2.3 trillion, or a little bit more than that. >> those numbers are astronomical. it feels like the fomo trade. brenda, what would you want to hear from nvidia next week that might entice you to buy more, get back in? i know you just trimmed profits. is there something you could hear that, oh, my gosh, i can't risk not being in? >> we're still in for sure, we've just taken a little bit off the top, recognizing how much movement we've seen. i personally don't know if there's anything we can hear that we haven't already. jensen huang does a goo
and on the earnings call, jensen huang, the ceo, said 40% of data revenue came from inferencing and most people were surprised by that number because nvidia has been so well known for training, and the concern was they're going to lose that market share to an amd or others for the inferencing. i'm sure he will talk about this being the next big driver for demand, and then how that maybe will result in an update to their total addressable market, which is at $1 trillion, crazy number. what, five...
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Mar 27, 2024
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. >> i think one of the real missing pieces of the puzzle about what jensen huang was talking about wasyou need all -- the room was filled with implementers you can't call us. you have to go to servicenow to get us fixed you have to go to dell if you want to -- and that process of having an intermediary, that takes much longer than people realize. if you could just call jensen huang and say, listen, i need -- like meta could do -- listen, i need 350,000 of h-100s, they can do it. amazon web services gets the full suite, and there's a terrific video of adam selipsky, this is from last fall, and the relationship with nvidia, but those were the only two that you just -- you call him and say, we'll take everything you have >> broader than a.i., goldman, for example, piece today about pension rebalancing at the end of the quarter, which they argue would be the biggest rebalance since june of last year. >> those are always just -- i think they're very hard to game. we don't know, whoever does last last. yesterday, i thought there was a wave of people who realized this, that the decline might
. >> i think one of the real missing pieces of the puzzle about what jensen huang was talking about wasyou need all -- the room was filled with implementers you can't call us. you have to go to servicenow to get us fixed you have to go to dell if you want to -- and that process of having an intermediary, that takes much longer than people realize. if you could just call jensen huang and say, listen, i need -- like meta could do -- listen, i need 350,000 of h-100s, they can do it. amazon...
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Mar 21, 2024
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yeah, i'm on the jensen huang ai trades.ight time to hit the buy button on applied materials. >> it's never been the long time in the last couple years. gary dickerson's so great at what he does. it's up five. it's at a high. i'd buy some and let it pull back. i wouldn't buy it all at once. let's go to mary in idaho. >> caller: hi, jim, this is mary in idaho and i'm a frequent caller and a member of the club. i want to thank you for all the guidance and direction and information you share with us individual investors to help us reach our financial goals. >> that is our plan. thank you. >> caller: you done good, kiddo. >> thank you. >> caller: the stock i'm calling about i've held for quite a while and i notice lately it's going backwards instead of forwards although it is up today. and i know you prefer home depot, but what i've got is lowe's. and i don't know if i should just hold on to it and see if it reverses and starts -- >> no, mary, you're -- lowe's is really good, and marvin ellis is a great ceo. and i've got to tell
yeah, i'm on the jensen huang ai trades.ight time to hit the buy button on applied materials. >> it's never been the long time in the last couple years. gary dickerson's so great at what he does. it's up five. it's at a high. i'd buy some and let it pull back. i wouldn't buy it all at once. let's go to mary in idaho. >> caller: hi, jim, this is mary in idaho and i'm a frequent caller and a member of the club. i want to thank you for all the guidance and direction and information you...
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Mar 4, 2024
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and jensen huang and nvidia.luations or this, narratives are narratives. they drive investment activity, they drive the excitement around these sorts of things. and so, here this stock is, it's been more than cut in half over those three-year periods. and i remind you the fundamentals of this company, while it was going up last year, were really bad, you know what i mean? and they are getting worse right now. so, to me, i just think it's important to take these situations and try to extrapolate them, how they can go to other bubbles. >>> coming up, sitting on a gold mine. the precious metal jumping to new heights. can the rally keep going? we've got the trade next, when "fasmoy"om rhtact ne cesig bk. and more about discovering magic. rich is being able to keep your loved ones close. and also send them away. rich is living life your way. and having someone who can help you get there. the key to being rich is knowing what counts. you can make money the hard way as a bullfighter or a human cannonball... or save mone
and jensen huang and nvidia.luations or this, narratives are narratives. they drive investment activity, they drive the excitement around these sorts of things. and so, here this stock is, it's been more than cut in half over those three-year periods. and i remind you the fundamentals of this company, while it was going up last year, were really bad, you know what i mean? and they are getting worse right now. so, to me, i just think it's important to take these situations and try to extrapolate...
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Mar 15, 2024
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developers conference next week featuring a two-hour keynote from jensen huang. what it could mean for the stock. >>> plus, on the cutting edge next week's fed meeting could give some big clues as to when the central bank will bring down rates, what the traders are keyed in on. >>> late i, a new reality for realtors. broker commissions sending zillow and other sites plunging. is this an opportunity to get in on the names and what it could mean for the housing market. i'm melissa lee. on the desk, tim seymour, julie bi beale. nvidia's hotly anticipated gtc conference and a fed meeting that could lay the groundwork for rate cuts and begin with nvidia. the chip standout developer's event getting under way on monday. new product launches including a possible gpu for the chinese market and other updates that could sustain its massive run. having a bumpy ride posting a small loss today up slightly since monday. for more on what to expect let's get to kristina partsinevelos. >> godfather of a.i. will take the stage. first event in five years with over 16,000 attendees f
developers conference next week featuring a two-hour keynote from jensen huang. what it could mean for the stock. >>> plus, on the cutting edge next week's fed meeting could give some big clues as to when the central bank will bring down rates, what the traders are keyed in on. >>> late i, a new reality for realtors. broker commissions sending zillow and other sites plunging. is this an opportunity to get in on the names and what it could mean for the housing market. i'm...
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Mar 19, 2024
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at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generativee. some of the biggest names in tech are expected to use blackwell gpus, and we expect to see the technology in action later this year. live now to janet mui, head of market analysis at rbc brewin dolphin. good morning to you. so, nvidia proving to be front and centre when it comes to ai. there was a huge audience there at this developers conference that nvidia was hosting in sanjose, california, worldy announcements were made. good morninu. announcements were made. good morning. thanks _ announcements were made. good morning. thanks for— announcements were made. good morning. thanks for having - announcements were made. (emf. morning. thanks for having me. yes, this event has been watched by financial markets and tech enthusiasts and indeed we heard from jensen huang, the ceo of nvidia by these new powerful chips coming so i think he sensed this is going to colour this new industrial revolution so that as of exciting. however, ithink revolution so that as of exciting. however, i think
at nvidia's developers conference in california monday, the company's ceo, jensen huang, called generativee. some of the biggest names in tech are expected to use blackwell gpus, and we expect to see the technology in action later this year. live now to janet mui, head of market analysis at rbc brewin dolphin. good morning to you. so, nvidia proving to be front and centre when it comes to ai. there was a huge audience there at this developers conference that nvidia was hosting in sanjose,...
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Mar 22, 2024
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that's jensen huang, the founder, president and ceo of nvidia.mpany i've ever seen. >> i'm jimmy cramer, see you monday. last call starts now.call start >> right now on last call, teslas tumble. what should elon musk do to reverse the recent fall? famed entrepreneur, elon confidant david sachs will join us. an urgent plea. tension spike around ukrainian strikes on russian oil refineries. we are with kyle betts on what may come next. the moment of truth. investors taking a roller coaster ride amid aid from social media merger and wait until you hear what may be fueling it. >>> plus, click. a new report should bring a major wake-up call for all the
that's jensen huang, the founder, president and ceo of nvidia.mpany i've ever seen. >> i'm jimmy cramer, see you monday. last call starts now.call start >> right now on last call, teslas tumble. what should elon musk do to reverse the recent fall? famed entrepreneur, elon confidant david sachs will join us. an urgent plea. tension spike around ukrainian strikes on russian oil refineries. we are with kyle betts on what may come next. the moment of truth. investors taking a roller...
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Mar 8, 2024
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this is the kind of thing that jensen huang could solve with his eyes closed. why it's so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3.9. we know they remind me of the dow jones average. very interesting headline, but it's not really what's at the guts of this, but in a political year, what that says is, hey, look, the economy is slowing and maybe the fed should have pressure on it especially since the state of the union which was about walking the picket line. >> isn't this a good number from the market's perspective and the economy's, almost a dare i say goldilocks. >> i was going to say erfect. it's funny. >> you're still strong. wage growth is not that big. you got the revisions down to your point about sort of, you know, at least no overheating, so to speak. >> if you're a fed chief you probably spent all your life trying to have this economy. the economy without a lot of inflation that has good growth and i know i heard people talk about soft landing versus hard landing. it was very clea
this is the kind of thing that jensen huang could solve with his eyes closed. why it's so important, this takes away what was the hot number that made us a great threat and took away a spring rate cut. 3.9. we know they remind me of the dow jones average. very interesting headline, but it's not really what's at the guts of this, but in a political year, what that says is, hey, look, the economy is slowing and maybe the fed should have pressure on it especially since the state of the union which...
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Mar 22, 2024
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we've heard from micron and jensen huang a lot.use of the advances when it comes to generative ai? >> sure. thanks, david and sara. thanks for having me on. as you point out, that's how i think about things. it's all about going forward. it's from here in terms of our portfolios and how we're thinking about sizing position and relative risk-reward in the names of those portfolios. you know, as it relates to semiconductors in general, you talked a lot about generative ai. it's got a lot of focus. everybody knows about it, gtc wassing was -- was a big event this week. there's more than just generative ai, right. you've got the cyclical dynamic that's been massive due to covid. you had the shortages and then the oversupply and we're kind of coming through that. you add in the whole geopolitical overlay, it's made semiconductors probably the most interesting space you've seen in 20 plus years in terms of people thinking about domestic supply, how to, you know, make sure you have assurance of supply across all geographies, and different
we've heard from micron and jensen huang a lot.use of the advances when it comes to generative ai? >> sure. thanks, david and sara. thanks for having me on. as you point out, that's how i think about things. it's all about going forward. it's from here in terms of our portfolios and how we're thinking about sizing position and relative risk-reward in the names of those portfolios. you know, as it relates to semiconductors in general, you talked a lot about generative ai. it's got a lot of...
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Mar 18, 2024
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we will hear from jensen huang later in the afternoon.what you want to hear about this specific chip or anything else nvidia, frankly, going forward. this is the it stock. >> yes, there are a lot of people out there right now were thinking and speculating has nvidia topped off or is there more room to run? if you are an investor you want to hear do they have the technological modes? do they have the software lock in with the developers with what they will build for hybrid architectures that will be able to keep investors and keep the market churning with gpu's based on nvidia. we know to be 100 is coming. we know it is more powerful. it will compete with amd's, new mi series that had a lot of excitement but, really, they have 99% of this gpu market and all of the demand is going their way. can they keep it? do investors and to the users and developers walk away from this conference and say this technology has it. it is where it needs to be and the competition is going to stay locked out. that's what we want to see from this conference thi
we will hear from jensen huang later in the afternoon.what you want to hear about this specific chip or anything else nvidia, frankly, going forward. this is the it stock. >> yes, there are a lot of people out there right now were thinking and speculating has nvidia topped off or is there more room to run? if you are an investor you want to hear do they have the technological modes? do they have the software lock in with the developers with what they will build for hybrid architectures...
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Mar 19, 2024
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vendors at the convention center there in san jose and founder jensen huang says $1 trillion of the world'sof the greatest scientists and engineers are in attendance. for more on nvidia's success earlier today onúthe four, we spoke withúanastasia fettig. she's an assistant professor of finance at the haas school of business at uc berkeley. sp>> the reason for the boom in nvidia is that they'ret& underpinning some of the progress that is being made in the space right now, with the large language models, the generative ai, the biggest leap forward is actually in the computing power. so a lot of the methods, the algorithms that underpin these developments date back decades. but really change in the recent years is the ability to do them at the scale necessary to deliver the results that we're seeing now. and that's where companies like nvidia come in, because they're the ones that enable this computational breakthrough. >> nvidia skyrocketed performance on wall street is artificial intelligence. innt- fact, its stock is up 260% just in the last year. okay, now for some sports news. and the gia
vendors at the convention center there in san jose and founder jensen huang says $1 trillion of the world'sof the greatest scientists and engineers are in attendance. for more on nvidia's success earlier today onúthe four, we spoke withúanastasia fettig. she's an assistant professor of finance at the haas school of business at uc berkeley. sp>> the reason for the boom in nvidia is that they'ret& underpinning some of the progress that is being made in the space right now, with the...
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Mar 19, 2024
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shannon, what was your take from what we heard from jensen huang this morning? >> i wouldn't disagree with jim. if you look at nvidia, it's the easy button in terms of gaining access to the a.i. trade. although there will clearly be competition, and if we think about the perspective, that inference will be more important, there's obviously going to be, in our view at least, more competition there than what nvidia has in terms of the learning chips, i think one of the things you want to really think about is are there opportunities to garner this exposure outside of nvidia and the semis in particular or even sort of the microsoft and alphabet. obviously we had some good news on gemini earlier this week as well. so i think one of the things it's looking at, to jim's point, the valuation appears justified given the head start, if you will, but this next leg of the a.i. trade won't be quite as easy to determine who the bigger winners and potentially some of the losers will be. i think you're not probably going to get that dispersion or differentiation until later in
shannon, what was your take from what we heard from jensen huang this morning? >> i wouldn't disagree with jim. if you look at nvidia, it's the easy button in terms of gaining access to the a.i. trade. although there will clearly be competition, and if we think about the perspective, that inference will be more important, there's obviously going to be, in our view at least, more competition there than what nvidia has in terms of the learning chips, i think one of the things you want to...
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Mar 19, 2024
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center where nvidia's ceo, jensen huang, introduced the company's new technology. >> there is something going on. the industry is being transformed. not just ours because the computer industry, the computer, is the single most important instrument of society today. fundamental transformations in computing affects every industry. >> he is the new rock star of the silicon valley. the conference bringing out some big names to the silicon valley. we spotted george lucas, kendrick lamar, trevor noah, ashton kutcher, and a lot of other vips from around the world. let's bring in our vip, business and tech reporter scott budman. that's a laundry list of celebrities here all to come in and watch nvidia. this guy is making a lot of people a lot of money. >> chip companies have come a long way in a short time from people dressed up in bunny suits, completely anonymous, and now kendrick lamar and na sarks showing up for a tech keynote. >> when did this become all of a sudden the rock star of a.i.? >> it's because a.i. is so hot right now, and there's really nowhere else to invest. microsoft, which
center where nvidia's ceo, jensen huang, introduced the company's new technology. >> there is something going on. the industry is being transformed. not just ours because the computer industry, the computer, is the single most important instrument of society today. fundamental transformations in computing affects every industry. >> he is the new rock star of the silicon valley. the conference bringing out some big names to the silicon valley. we spotted george lucas, kendrick lamar,...
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Mar 19, 2024
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>> jensen huang is one of the longest tenured ceos but because of the incredible run for investors he is front and center as the keying in terms of tech value creation and yet i've known him for a long time and he's more humble than the other guys. he really took a while to get there and chip companies are not as sexy as social media or electric car companies but are really the back bone of all of this. >> when did they become the cool kids on the block? >> they became cool first because of gaming because their chips are sort of the undercurrent of gaming and consoles and then they really took off. you've got lamborghinis rolling around today and once ai took off it is interesting because we've talked about how many ai startups there are. but if you want to invest in one and be part of the growth had you get there? there are not many publicly traded companies because all of them are buying their chips and platforms and really powering the chat gpt's of the world because of nvidia and that is huge. >> so the way to ai you have to go through nvidia to get to your supply. in terms of san
>> jensen huang is one of the longest tenured ceos but because of the incredible run for investors he is front and center as the keying in terms of tech value creation and yet i've known him for a long time and he's more humble than the other guys. he really took a while to get there and chip companies are not as sexy as social media or electric car companies but are really the back bone of all of this. >> when did they become the cool kids on the block? >> they became cool...
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Mar 4, 2024
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jensen h jensen huang's in-person. >> meantime, nvidia's cfo presents today at morgan stanley. >> andolette kress is the best spokesperson and she's the person on the call to get the q&a. she's brilliant. goldman-sachs partner. there's a lot of diaspora there, david. nvidia, when you go listen to them, you know, the idea that they're a bubble, if you go back and look at the top ten companies in 2000, they were all, like, listen, except for cisco, we're the greatest in the world. jensen is so self-effacing, and colette kress will talk it down. you want to go there and be a big talker about it? she has talked me down. she says, jim, come on. i get a little -- put the silver hair. that's a 59-year-old denny's in the backseat, you know? he was a dishwasher at denny's for a while. >> i know. >> what do you mean, you know? >> that's the great american success story. >> it is a great success story. there was a great "new yorker" piece on him. >> there, he made light of the fact of how far we are with a.i., generative. i brought it up with him, saying, can you make light? isn't it possible --
jensen h jensen huang's in-person. >> meantime, nvidia's cfo presents today at morgan stanley. >> andolette kress is the best spokesperson and she's the person on the call to get the q&a. she's brilliant. goldman-sachs partner. there's a lot of diaspora there, david. nvidia, when you go listen to them, you know, the idea that they're a bubble, if you go back and look at the top ten companies in 2000, they were all, like, listen, except for cisco, we're the greatest in the world....
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jensen huang's h-100s. >> that last conference call, he said, yeah, nvidia has it.here's nothing we can do. by the way, dell has the 200, which is the next iteration. and that is going to really separate the haves from the have nots. david, this is really huge, the have/have not economy. >> meanwhile, we'll see what chatgpt 5 is going to look like or 6 or 7. >> i use it every morning. used it again this morning. use it every day. >> all right, use it for your "mad dash," then. ask it what you should do for your "mad dash." >> sure, sure. >> that's what we got coming up here. we got an opening bell as well, less than eight minutes away on this friday. last trading day of the week, of course. more "squawk on the street" straight ahead. you know doug, ever since switching to workday you've been a real rock star. rock star? what do you know about rock stars? billy idol? i mean where's the skin-tight leather? my shoes are leather. where's the unnecessary zippers? that thing! billy, rock star is just how doug feels when he uses workday. thanks, rory. i'll show you rock st
jensen huang's h-100s. >> that last conference call, he said, yeah, nvidia has it.here's nothing we can do. by the way, dell has the 200, which is the next iteration. and that is going to really separate the haves from the have nots. david, this is really huge, the have/have not economy. >> meanwhile, we'll see what chatgpt 5 is going to look like or 6 or 7. >> i use it every morning. used it again this morning. use it every day. >> all right, use it for your "mad...
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at 8:00. >> fascinating conversation with jensen huang.o that's at 8:00 tonight. >> david, he's smarter than all of us. but he's also nicer than all of us. >> and soon his artificial intelligence will be smarter than all of us. >> that's you and i when we get back, you, me, and mini david and mini jim will have a conversation and see who is more important. mini us or us. >> got it. all right. jim, see you later. >> congratulations to nelson peltz. >> he hasn't won yet. >> no. >> not going to congratulate him yet. there's jim cramer. i'm here for another hour. more coming on the busy thursday morning. keep it here. power e*trade's easy to-use tools make complex trading less complicated. custom scans help you find new trading opportunities, while an earnings tool helps you plan your trades and stay on top of the market. e*trade from morgan stanley. see that? that's like the gap in my health insurance. gap in your health insurance? yeah, it didn't cover everything when i got hurt. good thing i had aflac. hmmm the cash i got from aflac helped
at 8:00. >> fascinating conversation with jensen huang.o that's at 8:00 tonight. >> david, he's smarter than all of us. but he's also nicer than all of us. >> and soon his artificial intelligence will be smarter than all of us. >> that's you and i when we get back, you, me, and mini david and mini jim will have a conversation and see who is more important. mini us or us. >> got it. all right. jim, see you later. >> congratulations to nelson peltz. >> he...
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. >> i think the best place to kind of pick up here is on jensen huang or jensen. think we're on a first name basis now, we see the guy so much. he talked to jim cramer. he went on to say at the gtc event, it's in everything. chips, software. in your mind, how much is that real? how much is that hype? >> i tend to give him the benefit of the doubt just because of what he's accomplished and what he's done over the last three or four decades. so u a so i actually think it's not hype. i think there are areas that i have to improve outside of the gpus. they're moving quickly into software they've never been. when you look at the diversification, they have all these partners that want to work with them partially because of this new, you know, drive for more ai everywhere globally but also because they have the best product out there. >> let's talk about the market. very optimistic. i want to ask you. has the outlook for this company changed following that announcement from nvidia that micron will eventually be a supplier for this new blackwell platform? >> i would say b
. >> i think the best place to kind of pick up here is on jensen huang or jensen. think we're on a first name basis now, we see the guy so much. he talked to jim cramer. he went on to say at the gtc event, it's in everything. chips, software. in your mind, how much is that real? how much is that hype? >> i tend to give him the benefit of the doubt just because of what he's accomplished and what he's done over the last three or four decades. so u a so i actually think it's not hype....
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Mar 20, 2024
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see on monday, ceo jensen huang took to the stage to a full sap center. >> you go to the keynote. it's like a rock concert, except it's a guy in leather jacket. but he's not singing. he's talking about ai models and it's just as exciting for nerds like me. >> nvidia, the santa clara based company, is a tremendous leader in the artificial intelligence space. huang unveiled its new ai computing platform called blackwell. he also announced nvidia's new partnership with apple, nvidia's omniverse cloud platform can stream to the vision pro headset. >> the fact that apple has been able to secure this relationship with nvidia to help produce spatial video uh- and take advantage of that, that's a pretty significant deal. >> tech analyst mark vena sees a push from nvidia toward ai powered robotics. >> there seems to be a big bet that nvidia is making on humanoid robots, that's actually did surprise me a little bit. i think they're setting themselves up for, hey, they want to have some type of pole position on where humanoid robots utilizing ai, what kind of surface? >> over the next couple
see on monday, ceo jensen huang took to the stage to a full sap center. >> you go to the keynote. it's like a rock concert, except it's a guy in leather jacket. but he's not singing. he's talking about ai models and it's just as exciting for nerds like me. >> nvidia, the santa clara based company, is a tremendous leader in the artificial intelligence space. huang unveiled its new ai computing platform called blackwell. he also announced nvidia's new partnership with apple, nvidia's...
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jim cramer will speak with nvidia founder and c, o jensen huang tomorrow. >>> another price target hike from bank of america on taiwan semi. bumping it to $155 per share. it calls the company a key enabler of a.i. with the long lasting industry leadership. shares up 1.8% in the extended trade. >>> morgan it stanley upgrading pepsi to a buy after pepsi bottoms in the first quarter. shares up 1.7%. >>> let's get to the global briefing. goldman sachs changing the monetary policy forecast for the bank of japan. since joining this program last week, the bank now expects the boj to hike rates when the meeting wraps tomorrow due to stronger than expected ed sala gains. >>> in china, output grew 7% in january and february. this beat the expectation of 5%. >>> shares of xpeng moving higher. the ev maker is planning to launch a cheaper brand as it looks at price competition in the industry. it is expected to price between $14,000 down from the price of $28,000 and $42,000. shares are up 7%. >>> ahead, the one word every investor needs to know today and the risks our next guest says could suck som
jim cramer will speak with nvidia founder and c, o jensen huang tomorrow. >>> another price target hike from bank of america on taiwan semi. bumping it to $155 per share. it calls the company a key enabler of a.i. with the long lasting industry leadership. shares up 1.8% in the extended trade. >>> morgan it stanley upgrading pepsi to a buy after pepsi bottoms in the first quarter. shares up 1.7%. >>> let's get to the global briefing. goldman sachs changing the...
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you can also catch more conversation with cnbc's convec jim cramer with jensen huang. >>> the dow would open up 100 points higher. let's bring back jeff kilburg of kkm financial and cnbc contributor and gunjan banerji. >> you know it. >> lead writer for "the wall street journal." guys, we were talking about the micron pre-market rally. another stock to check is astera labs and then another big debut today. jeff, i'll start with you. astera had a big debut up over 70%. >> a $9.5 billion market cap after the ipo. you really saw the appetite as the market thawed. it seized up after covid. yesterday was telling that the a.i. appetite was there. if you look at asteralabs as the biggest customers, nvidia and some of the big players. reddit is a different ipo today. i don't see, despite the fact it is priced high at $34, i don't see that matching. it is comparing apples to potatoes. it is another social media platform. anything a.i. is gobbled up by investors. >> gunjan, a lot of people see reddit as an a.i. play because of the data you get from reddit from large language models. >> i hope i'm
you can also catch more conversation with cnbc's convec jim cramer with jensen huang. >>> the dow would open up 100 points higher. let's bring back jeff kilburg of kkm financial and cnbc contributor and gunjan banerji. >> you know it. >> lead writer for "the wall street journal." guys, we were talking about the micron pre-market rally. another stock to check is astera labs and then another big debut today. jeff, i'll start with you. astera had a big debut up over...
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. >> nvidia's ceo jensen huang. >>> coming up, this software player was on the move after a shout outthe gtp conference. don't miss cramer's one on one when "mad money" returns. [♪♪] your skin is ever-changing, take care of it with gold bond's age renew formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. >>> i've said many times i believe generative intelligence is the next great industrial revolution. this event is where you learn what actual businesses are doing with ai. take synopsis, an electronic design automation software company with a platform used to design semiconductors and electronic components. nvidia announced this high setting will be taking semiconductor manufacturing to the next level. this is just the latest in a string of important developments for synopsis. they're paying $35 billion in cash and stock for answers, another great design play with terrific stimulation capabilities. tomorrow synopsis prevents a new product at their user group conference, but tonight we're getting a sneak preview with the new president and ceo of synopsis. welc
. >> nvidia's ceo jensen huang. >>> coming up, this software player was on the move after a shout outthe gtp conference. don't miss cramer's one on one when "mad money" returns. [♪♪] your skin is ever-changing, take care of it with gold bond's age renew formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. >>> i've said many times i believe generative intelligence is the next great industrial revolution. this event is where you learn...
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founder jensen huang says $1 trillion of the world's wealth will be on hand. >> no conference in thehers from such diverset& fields of science that mix has nvidia muscling out march madness the darling of wall street? >> its stock isc up 260% in the last year. >> its main product, it's which which was very high quality, can now be used for ai, which everybody talks about. i am a helper guiding the from human interface to cars and phones. >> other tech companies are relying on nvidia, which drives the company to most companies, they're going at it from all sides. they've got the hardware and the software and the cloud service infrastructures, so they're very wellúpositioned to capitalize on this growing. and i would have to say exciting trend because nvidia is doing sp since the tide is always an average. >> and that rising tide has scientists and capitalists coming together to reap the benefits of a world where technology and ai will play an increasingly larger role. >> i even helped write the scriptúi wanted to be able to invest and put some of my own personal all the work that they
founder jensen huang says $1 trillion of the world's wealth will be on hand. >> no conference in thehers from such diverset& fields of science that mix has nvidia muscling out march madness the darling of wall street? >> its stock isc up 260% in the last year. >> its main product, it's which which was very high quality, can now be used for ai, which everybody talks about. i am a helper guiding the from human interface to cars and phones. >> other tech companies are...
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founder jensen huang says $1 trillion of the world's wealth will be on hand. conference in the world is there a greater assembly of researchers from such diverse fields of science thatc mix has nvidia muscling ot march madness mascots to become the darling of wall street? its >> its main product, it's which which was very high quality, can now be used for ai, which everybody talks about. i am a helper guiding the from human interface to cars and phones. >> other tech nvidia, which dris the company to higher plateaus. >> unlike most companies, they're going at it from all sides. they've got the hardwared service infrastructures. so spthey're very well positioned o capitalize on this growing. and i would have to say exciting trend because nvidia is doing so well. >>úthe it drags the tide up. since the tide is always an average. >> and that rising tide has scientists and capitalists coming together to reap the benefits of a world where technology and ai will play an increasingly larger role. >> i even helped write the script i wanted to be able toc spinvest and p
founder jensen huang says $1 trillion of the world's wealth will be on hand. conference in the world is there a greater assembly of researchers from such diverse fields of science thatc mix has nvidia muscling ot march madness mascots to become the darling of wall street? its >> its main product, it's which which was very high quality, can now be used for ai, which everybody talks about. i am a helper guiding the from human interface to cars and phones. >> other tech nvidia, which...
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huang is supposed to be be there and lisa su as well to talk about their pcs? >> it comes down to how much are you growing earnings, revenues, and what are your operating or profit margins. i think dell surprised everybody. i think dell is a very underowned name. the algos and the call buying, i didn't look at the call buying this morning, but to one point that steve talked about and did it even more, the call volume in this market right now is very frenzied and very high. you're seeing overreactions on na names. i think it caught most people by surprise why you're seeing that reaction. at the same time, frank, you can look at a snowflake yesterday that was down 25% because they had a miss and i think we're having these extreme moves in these kind of companies and that is the price of admission if you're going to buy into these tech names . it can go either way around earnings calls. >> i want to point out something else, jim. ticker is eqix. trading at a 52-week high right now, a big server play. >> data center play. >> excuse me, thank you. >> i think there i
huang is supposed to be be there and lisa su as well to talk about their pcs? >> it comes down to how much are you growing earnings, revenues, and what are your operating or profit margins. i think dell surprised everybody. i think dell is a very underowned name. the algos and the call buying, i didn't look at the call buying this morning, but to one point that steve talked about and did it even more, the call volume in this market right now is very frenzied and very high. you're seeing...
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. >>> jim cramer will sit down with nvidia ceo jensen huang on "mad money" tonight.hat will be an intelligent conversation. >> absolutely. >>> further ahead, the first major chips act award package set to be rolled out this week, but for the companies that won the big prize, how much did they spend on lobbying? we'll take a look at that roi when "power lunch" returns. ♪ this is our future, ma. godaddy airo. creates a logo, website, even social posts... in minutes! -how? -a.i. (impressed) ay i like it! who wants to come see the future?! get your business online in minutes with godaddy airo what is cirkul? cirkul is the fuel you need to take flight. cirkul is the energy that gets you to the next level. cirkul is what you hope for when life tosses lemons your way. cirkul, available at walmart and drinkcirkul.com. glp-1 drugs used in weight loss treatments stand out as the biggest global blockbuster, but these treatments require cumbersome injections. with lexarias patented oral delivery technology, early studies suggest a better way. lexaria bioscience. ♪ >>> welcome ba
. >>> jim cramer will sit down with nvidia ceo jensen huang on "mad money" tonight.hat will be an intelligent conversation. >> absolutely. >>> further ahead, the first major chips act award package set to be rolled out this week, but for the companies that won the big prize, how much did they spend on lobbying? we'll take a look at that roi when "power lunch" returns. ♪ this is our future, ma. godaddy airo. creates a logo, website, even social...
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jensen huang, the founder and ceo of nvidia, called sovereign ai a cultural and economic imperative.ffort, we are joined now by ahmed napa engineeringc professor at san jose state university and a cybersecurity expert professor. we always appreciate the time. it's good to see you lay this out for us. if you could. what are the advantages for governments and companies to set up their own separate ai systems? >> good to see you, alex, it's the things that you can see, strategic growth. because now you ownc everything. the infrastructure, as you mentioned in the in the report is you owne hardware. you have the people are, you know, from the country also the data you are using is . and beside that, when the institution thatúyou're working with, with its schools, universities or companies are within the country, so you have complete control on the flow of the ai. >> all right. so i know that the ceo of nvidia described these fs for various companiesc or business entities here. what is it going to take for countries like the unitedústates to create their their own broad ai systems? what is
jensen huang, the founder and ceo of nvidia, called sovereign ai a cultural and economic imperative.ffort, we are joined now by ahmed napa engineeringc professor at san jose state university and a cybersecurity expert professor. we always appreciate the time. it's good to see you lay this out for us. if you could. what are the advantages for governments and companies to set up their own separate ai systems? >> good to see you, alex, it's the things that you can see, strategic growth....
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that's something jensen huang talked quite a lot about. he was excited about the software and infrastructure. i'm not saying intel is on af island away from a.i. they're not talking software. that's getting investors excited. >> having the exposure to generative a.i. and the subsequent revenue growth and then just overall, universally, they want growth. they want growth from a semiconductor name. i don't know if you look at intem where you could characterize that company as a character company. >> we have to cap it here, guys. >>> coming up next, chipotle pops and bitcoin drops. the trades on these committee stocks and much more. much more "halftime" and conversation coming back in two minutes. >> announcer: are you following "the halftime report" podcast? look for us in your favoteri podcasting app. follow "the halftime" podcast now. amelia, weather. 70 degrees and sunny today. amelia, unlock the door. i'm afraid i can't do that, jen. why not? did you forget something? my protein shake. the future isn't scary, not investing in it is. you'
that's something jensen huang talked quite a lot about. he was excited about the software and infrastructure. i'm not saying intel is on af island away from a.i. they're not talking software. that's getting investors excited. >> having the exposure to generative a.i. and the subsequent revenue growth and then just overall, universally, they want growth. they want growth from a semiconductor name. i don't know if you look at intem where you could characterize that company as a character...
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nvidia, jensen huang, the ceo there, talked about their new technology. it will need more hbm and micron's technology increases that hbm by more than 20 times memory bandwidth, so i think what you're going to see here, demand throughout the tech landscape and where the chips as they evolve and it's not just the picks and shovels anymore with nvidia will lift all boats around them. micron, synopsys, these are performing names. >> micron in the memory and storage space. shares are up over 16%. td cowen raised to 1,100 from 900. josh, what do you think? a little late to the party? surprised at all to see this price target increase? >> most of the analysts at this point have been bullish on the stock for a long time. not a lot of opinion changes happening. nvidia basically has become a universal buy. 40 different analysts covering it with an accumulated overweight buy, a strong buy, a like, a love. so, at this point, when we're talking about adjusting price targets, a lot of stuff just becomes positioning and trying to make sure that your investment bank is g
nvidia, jensen huang, the ceo there, talked about their new technology. it will need more hbm and micron's technology increases that hbm by more than 20 times memory bandwidth, so i think what you're going to see here, demand throughout the tech landscape and where the chips as they evolve and it's not just the picks and shovels anymore with nvidia will lift all boats around them. micron, synopsys, these are performing names. >> micron in the memory and storage space. shares are up over...
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Mar 25, 2024
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it's just a fact of life i repeat, you have to get right with jensen huang, the cofounder and ceo ofe's changing the world, and if you don't change with him, you're going to be left behind right now nvidia has had not one but two different reakthroughs accelerated computing at a speed that's ridiculously fast, and generative artificial intelligence those are two different co concepts if you watched our cnbc leadership special about jensen, you don't need to know anything more about his life, but i want to talk about who's getting it right with jensen. because those are the businesses that will be successful and the stocks you want to own so who's gotten it right with jensen first among, amazon, here's a company that totally gets jensen e they have a great relationship with nvidia, to drive down prices for web services while increasing the speed and accuracy of inference. inference is what drives product recommendations. you buy some socks, they send you to some shoes. amazon owns a big stake in anthropic. if you compare their platform to chatgpt you can see where that extra computing
it's just a fact of life i repeat, you have to get right with jensen huang, the cofounder and ceo ofe's changing the world, and if you don't change with him, you're going to be left behind right now nvidia has had not one but two different reakthroughs accelerated computing at a speed that's ridiculously fast, and generative artificial intelligence those are two different co concepts if you watched our cnbc leadership special about jensen, you don't need to know anything more about his life,...
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founder jensen huang says $1 trillion of the world's wealth will be on hand. >> no conference in thechers from such diverse fields of science that mix has nvidia muscling out march madness mascots to become the darling of wall street? >> its stock is up 260% in the , it's which which was very high quality, can now be used talks . >> i am a helper guiding the from human interface to cars and phones. >> other tech companies are relying on nvidia, which drives& the company to higher plateausn >> unlike most companies, they're going at it from all sides. they've got the hardware and the software and the cloud service infrastructures, so they're very well positioned to capitalize on this growing. and i would have to say exciting trend because nvidia is doing so well.t& >>úthe it drags the tide up since the tide is always an average. sp>> and that rising tide has scientists and capitalists coming together to reap the benefits of a world where technology and ai will play an increasingly larger role. >> i even helped write the script i wanted to be able to invest and put some of my own perso
founder jensen huang says $1 trillion of the world's wealth will be on hand. >> no conference in thechers from such diverse fields of science that mix has nvidia muscling out march madness mascots to become the darling of wall street? >> its stock is up 260% in the , it's which which was very high quality, can now be used talks . >> i am a helper guiding the from human interface to cars and phones. >> other tech companies are relying on nvidia, which drives& the...
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. >> speaking of nvidia, jim cramer will speak exclusively with jensen huang at 10:00 a.m.uawk on the street," if you missed the big rally and still want to buy beneficiaries, the cnbc pro found a dozen alternatives that some say are expecting to see some say are expecting to see huge this is remington. ...he's a member of the family, for sure. we always fed them kibble— it just seemed like the thing to do. but ...he was getting picky we heard about the farmer's dog... and it was a complete transformation. his coat was so soft, he had amazing energy. he was a completely different dog. it's a no-brainer that (remi) should have the most nutritious and delicious food possible. i'm investing in my dog's health and happiness. you're probably not easily persuaded to switch mobile providers and for your business.ible. but what if we told you it's possible that comcast business mobile can save you up to 75% a year on your wireless bill versus the big three carriers? you can get two unlimited lines for just $30 each month. all in the most reliable 5g mobile network nationwide wirele
. >> speaking of nvidia, jim cramer will speak exclusively with jensen huang at 10:00 a.m.uawk on the street," if you missed the big rally and still want to buy beneficiaries, the cnbc pro found a dozen alternatives that some say are expecting to see some say are expecting to see huge this is remington. ...he's a member of the family, for sure. we always fed them kibble— it just seemed like the thing to do. but ...he was getting picky we heard about the farmer's dog... and it was a...
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Mar 22, 2024
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on one day, right after jensen huang spoke at that long conference, that long presentation speech, the stock traded off in the afternoon. it traded up meaningfully. you're talking about 20 points on an 800, $900 stock. on a percentage basis, it's nothing. then it traded down -- i think traded down about 35 the next day. it's still a relatively small position. again, you've got to take what the market gives you, and not try pressing. i'm happy with my positioning. i still have cash overall in the market, and i'm there to buy other sales. >> speaking of positioning, a member of the investment committee is putting in some portfolio protection. bill baruch of blueline capital, bill, you were just here with us yesterday. you jumped on a plane and started getting concerned about a pullback, it looks like. >> i think everybody can agree and everybody has really said this now, there's some exhaustion in the market. now we just got out of the fed meeting -- and i like how mike santoli said it yesterday, that the market had this afterglow. it had some good followthrough. it's very rare to see a
on one day, right after jensen huang spoke at that long conference, that long presentation speech, the stock traded off in the afternoon. it traded up meaningfully. you're talking about 20 points on an 800, $900 stock. on a percentage basis, it's nothing. then it traded down -- i think traded down about 35 the next day. it's still a relatively small position. again, you've got to take what the market gives you, and not try pressing. i'm happy with my positioning. i still have cash overall in...
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Mar 19, 2024
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jensen huang sitting down with jim cramer this morning. >> the application software is being offeredd cadence, autodesk, adobe, and others -- our technology is integrated into theirs. our technology is integrated into all these computer makers. and the world connects it together, and that's the reason why nvidia is everywhere. >> you can catch more of that interview, 6:00 p.m. eastern time tonight on "mad money." elsewhere in the a.i. trade, supermicro, shares tumbling 9% after the company filed to sell an additional 2 million shares to purchase inventory, expand manuf manufacturing, and research and development. the company was intended to do that premarket today, it got delayed, which is sort of unusual. so, there's some other little drama surrounding that share sale for supermicro. >> this is the second one, right, over the course of the last couple weeks -- good for them, by the way. >> they should. >> exactly what they should be doing. it's not ridiculously expensive on valuation, but given the stock move, karen says this all the time. you have to take advantage of it, without q
jensen huang sitting down with jim cramer this morning. >> the application software is being offeredd cadence, autodesk, adobe, and others -- our technology is integrated into theirs. our technology is integrated into all these computer makers. and the world connects it together, and that's the reason why nvidia is everywhere. >> you can catch more of that interview, 6:00 p.m. eastern time tonight on "mad money." elsewhere in the a.i. trade, supermicro, shares tumbling 9%...
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Mar 11, 2024
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i also can say the same thing about jensen huang, but that stock has gained a trillion dollars in market cap in two months. and that gets me back to that bubble conversation. we've never seen such a thing happen in our careers. even for a company that's amazingly profitable, that trades at a reasonable valuation, that is leading all its peers. so, those sorts of push and pulls are the thing we're going to see play out in the market right now. you talk about the reversal on friday, that is an emotional thing. a lot of investors, traders, they piled on that. and i was surprised we didn't have more of a follow-through today, that we didn't see nvidia down, you know, 5% or something like that, so, there's still buyers in these sorts of names, you know -- taking some of the froth out, you know, no matter how bullish you are, whether it's another week or a year or ten years, that would be a good thing, because we all know this, when you have these sorts of bubbles, again, bubble doesn't mean it's about to pop or really negative thing, you know, it's not a great foundation to build an investmen
i also can say the same thing about jensen huang, but that stock has gained a trillion dollars in market cap in two months. and that gets me back to that bubble conversation. we've never seen such a thing happen in our careers. even for a company that's amazingly profitable, that trades at a reasonable valuation, that is leading all its peers. so, those sorts of push and pulls are the thing we're going to see play out in the market right now. you talk about the reversal on friday, that is an...
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Mar 26, 2024
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huang out there this whole ai theme is going to be bigger.oing to see these data centers built all across the globe in every single region of the world. >> angelo, you had a list of companies that are going benefit from this, amazon, microsoft, nvidia and a couple others can you tell us which one or two are going to benefit the most from this trend you see? >> yeah, athlete themes we continue to look at is compute, networking and memory, which has kind of been the three areas -- the three winning strategies here over the last 15 months or so we think that continues going forward. we do like micron a little bit more than all the other names right now in the sense that we do think there is a rerating taking place and we don't think kind of the story has been told as well in terms of the memory theme out there. but also kind of the marvell is another name that we like a lot that we think is a bit underappreciated they've been hit big-time here over the last couple of weeks because of some of the struggles and kind of their non-ai businesses we t
huang out there this whole ai theme is going to be bigger.oing to see these data centers built all across the globe in every single region of the world. >> angelo, you had a list of companies that are going benefit from this, amazon, microsoft, nvidia and a couple others can you tell us which one or two are going to benefit the most from this trend you see? >> yeah, athlete themes we continue to look at is compute, networking and memory, which has kind of been the three areas -- the...
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Mar 19, 2024
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at 10:15 a.m., jim cramer is speaking with jensen huang in a cnbc exclusive interview. we'll be right back. you always got your mind on the green. not you. you! your business bank account with quickbooks money now earns 5% apy. (♪♪) that's how you business differently. intuit quickbooks. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future. a future where you grew a dream into a reality. it's waiting for you. mere minutes away. the future is nothing but power and it's all yours. the all new godaddy airo. get your business online in minutes with the power of ai. >>> wielcome back, everybody. the fed is expected to start cutting rates this year and that could mean billions of losses on low-interest bonds according to the study. the report from hugh son is our cnbc banking reporter. hugh, this is really concerning to think about what comes next. why don't you explain the situation and where the banks are right now. >> reporter: good morning, becky. great to be with you. just
at 10:15 a.m., jim cramer is speaking with jensen huang in a cnbc exclusive interview. we'll be right back. you always got your mind on the green. not you. you! your business bank account with quickbooks money now earns 5% apy. (♪♪) that's how you business differently. intuit quickbooks. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future. a future where you grew a dream into a reality. it's...
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Mar 20, 2024
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that long interview -- >> it never ends. >> -- with jensen huang from nvidia.at jim and i like to call hump day. i call that a mixe
that long interview -- >> it never ends. >> -- with jensen huang from nvidia.at jim and i like to call hump day. i call that a mixe
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Mar 18, 2024
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that, of course, ahead of jensen huang's keynote at nvidia's gtc.rl has the morning off. >>> let's give you a look at futures as we get started here on "squawk on the street." you can see we're set up for a higher open after a down day
that, of course, ahead of jensen huang's keynote at nvidia's gtc.rl has the morning off. >>> let's give you a look at futures as we get started here on "squawk on the street." you can see we're set up for a higher open after a down day
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Mar 11, 2024
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huang the soothe sayer of santa clara., you will get an analyst buy after a 10% intraday reversal. >> talked to him, feels good about what gtc may bring next week. >> as for the week ahead the big number comes tomorrow, that's the cpi report. consumer prices. that number has a lot to prove because we got a hotter january and folks are wondering if that was an outlier because of weather, because of the owners' equivalent rent people were worried about which popped a little bit firmer and has disconnected from overall rent numbers. thursday is an important one because we get retail sales which has a little bit to prove because january saw a dip and wondering if that was weather related. more evidence points to the same. if we do a deep dive into inflation, that's where i want to focus, because the expectation is for 0.4% rise month over month change in the month of february, which still points to firmer inflation and according to a jpmorgan trading note this morning the conversation among their clients has gone from are we g
huang the soothe sayer of santa clara., you will get an analyst buy after a 10% intraday reversal. >> talked to him, feels good about what gtc may bring next week. >> as for the week ahead the big number comes tomorrow, that's the cpi report. consumer prices. that number has a lot to prove because we got a hotter january and folks are wondering if that was an outlier because of weather, because of the owners' equivalent rent people were worried about which popped a little bit firmer...
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Mar 6, 2024
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mark zuckerberg, who is now very close with jensen huang, head of nvidia, will come out in favor of scope 3. >> as the "times" reports elon met with mr. trump. >> how about that? wasn't that interesting? i'm trying to figure out who else would be in that room with some of these wealthy people wealthy people meeting with trump is that a story there? >> i don't believe so. >> no? >> elon musk meeting with him is it's interesting he did not support him previously it's unclear where - >> is this what you do - >> he's not going to vote for biden. still stung and perhaps should be the fact that the ev summit at the beginning of the biden presidency didn't include elon musk that started him down a path whether or not he supports trump now unclear, but the two did meet. >> he's anti-iger and anti-biden what is that >> anti-sam altman as we know. >> yes look, the only way to save that chatgpt plant was to give it to tesla. i didn't know that. >> there was an interesting e-mail included in sort of this bit of a rebuttal from openai called openai and elon musk in which they cite a 2018 e-mail where
mark zuckerberg, who is now very close with jensen huang, head of nvidia, will come out in favor of scope 3. >> as the "times" reports elon met with mr. trump. >> how about that? wasn't that interesting? i'm trying to figure out who else would be in that room with some of these wealthy people wealthy people meeting with trump is that a story there? >> i don't believe so. >> no? >> elon musk meeting with him is it's interesting he did not support him...
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Mar 25, 2024
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jensen huang, i think, is probably a visionary about this.t's one of the reasons why everything is about waste, and everything is about heat he just talks about it constantly, to the point where if you don't talk about it at the very beginning, he -- i think questions like, are you listening? he's hard not to listen to, because he's so much fun look, i was -- what can i say? i mean, jensen is the greatest force in technology today, and i think that tim cook and eddy cue have got to sit down with him on the vision pro, because he's got ideas for the vision pro that are better than what the watch companies have with china. >> we'll get to energy as well, with that big piece in "the journal" today about the future of the grid and the demand that we're going to be putting on it in the next five years >>> take a look at the premarket here a lot to get to. we have a smattering of data this week and some fed speak powell on friday pce as well on a day when the market will be closed. your skin is ever-changing, take care of it with gold bond's age re
jensen huang, i think, is probably a visionary about this.t's one of the reasons why everything is about waste, and everything is about heat he just talks about it constantly, to the point where if you don't talk about it at the very beginning, he -- i think questions like, are you listening? he's hard not to listen to, because he's so much fun look, i was -- what can i say? i mean, jensen is the greatest force in technology today, and i think that tim cook and eddy cue have got to sit down...
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Mar 21, 2024
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jim cramer sits down innvidia's ceo jensen huang. stay tuned.ile an earnings tool helps you plan your trades and stay on top of the market. e*trade from morgan stanley. they're waiting for you. hey, do you have a second? they're all expecting more. more efficiency. more benefits. more growth. when you realize you can give your people everything, and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your rock? learn more at prudential.com rylee! from rylee's realty! hi! this listing sounds incredible. let's check it out. says here it gets plenty of light. and this must be the ocean view? of aruba? huh. this listing is misleading. well, when at&t says we give businesses get our best deal, on the iphone 15 pro made with titanium. we mean it. amazing. all my agents want it. says here...“inviting pool”. come on over! too inviting. only at&t gives businesses our best deals on any iphone. get iphone
jim cramer sits down innvidia's ceo jensen huang. stay tuned.ile an earnings tool helps you plan your trades and stay on top of the market. e*trade from morgan stanley. they're waiting for you. hey, do you have a second? they're all expecting more. more efficiency. more benefits. more growth. when you realize you can give your people everything, and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything...