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Feb 22, 2024
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hour powered by nvidia.we will get to that in a moment. the dow would open up 120 points nasdaq up
hour powered by nvidia.we will get to that in a moment. the dow would open up 120 points nasdaq up
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Feb 21, 2024
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nvidia is 25% of this right now. as nvidia goes, so does this.. those of the biggest stocks there. they are all down. as long as they continue to show their earnings will grow in the stock market, that will matter. >> bob pisani, thank you so much. >> [ bell ringing ] >> it is almost came on for nvidia. i will see you tomorrow. >>> we will have a comeback for the major industries. the dow and the s&p ending in the green. the nasdaq still in the negative. that's it on wall street. today we are coming to you live from our new studio here at cnbc's headquarters. welcome to closing bell overtime . i am jon fortt alongside morgan brennan . >> in less than 20 minutes, we will have the nvidia numbers and we've got a team of experts
nvidia is 25% of this right now. as nvidia goes, so does this.. those of the biggest stocks there. they are all down. as long as they continue to show their earnings will grow in the stock market, that will matter. >> bob pisani, thank you so much. >> [ bell ringing ] >> it is almost came on for nvidia. i will see you tomorrow. >>> we will have a comeback for the major industries. the dow and the s&p ending in the green. the nasdaq still in the negative. that's it...
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Feb 21, 2024
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said, no, nvidia, you can't ship those so nvidia has come up with another one. so the risk is the u.s. continues to ramp up this tech war with china, nvidia gets caught in the middle of that the key here is can the demand we're seeing from the likes of microsoft and amazon and these hyperscale chips that they could make up and potentially lose from china if this tech war with china escalates between the u.s. and china, of course, but with nvidia in the middle of that, that much revenue risk, that's creating a lot of o concern for investors. >> we've got the arjun kharpal word of the day. it's "risk." thank you. >>> we have the ai-led rally, but the fanfare is appears to shrink a little bit. hedge funds scale back their exposure to stocks within that group with the exception of amazon in the fourth quarter they note sips of extremes in the market let's bring in gene goldman. the risk when it comes to the nvidia report, how are you viewing this do you see the big risk others are seeing and definitely yesterday we saw profit-taking when it comes to nvidia and other
said, no, nvidia, you can't ship those so nvidia has come up with another one. so the risk is the u.s. continues to ramp up this tech war with china, nvidia gets caught in the middle of that the key here is can the demand we're seeing from the likes of microsoft and amazon and these hyperscale chips that they could make up and potentially lose from china if this tech war with china escalates between the u.s. and china, of course, but with nvidia in the middle of that, that much revenue risk,...
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Feb 17, 2024
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we'll take a look at what's at stake for nvidia next. with chase freedom unlimited, you can cashback 3% on dining including take-out. cashback on flapjacks, baby backs, or the tacos at the taco shack. nah, i'm working on my six pack. well, good luck with that. earn big with chase freedom unlimited with no annual fee. nexium 24hr prevents heartburn acid for twice as long as pepcid. get all-day and all-night heartburn acid prevention with just one pill a day. choose acid prevention. choose nexium. when i was your age, we never had anything like this. what? wifi? wifi that works all over the house, even the basement. the basement. so i can finally throw that party... and invite shannon barnes. dream do come true. xfinity gives you reliable wifi with wall-to-wall coverage on all your devices, even when everyone is online. maybe we'll even get married one day. i wonder what i will be doing? probably still living here with mom and dad. fast reliable speeds right where you need them. that's wall-to-wall wifi on the xfinity 10g network. >> move
we'll take a look at what's at stake for nvidia next. with chase freedom unlimited, you can cashback 3% on dining including take-out. cashback on flapjacks, baby backs, or the tacos at the taco shack. nah, i'm working on my six pack. well, good luck with that. earn big with chase freedom unlimited with no annual fee. nexium 24hr prevents heartburn acid for twice as long as pepcid. get all-day and all-night heartburn acid prevention with just one pill a day. choose acid prevention. choose...
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Feb 23, 2024
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and nvidia has had an incredible runup. when we think about other stocks that are in our portfolio like marriott, for example, when you think about the benefits of ai to a company like marriott, they're going to be enormously benefited by it. the efficiency that will come. starting today, broaden your lens on who benefits from ai >> we can have these fill sof ksof philosophical discussions. >> how fun >> that was when the bell rang and we took off. the point is that there are lots of stocks. we focus -- we tend to focus on the big name brands, but there are lots of under the surface, to your point, to your point, that perform as well overriding consideration i have, though, is ai is generational like the steam engine, like 5g, like so many other periods we've seen >> if you listen to jensen huang, he makes you believe it's the dawn of an industrial revolution >> i think it's the fifth industrial revolution unless you count 5g, but, keep this in mind, right now we don't even have a lot of the use cases to find for ai. if you
and nvidia has had an incredible runup. when we think about other stocks that are in our portfolio like marriott, for example, when you think about the benefits of ai to a company like marriott, they're going to be enormously benefited by it. the efficiency that will come. starting today, broaden your lens on who benefits from ai >> we can have these fill sof ksof philosophical discussions. >> how fun >> that was when the bell rang and we took off. the point is that there are...
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Feb 21, 2024
02/24
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was nvidia day.s the cpi number last year. now it is all about what does nvidia do. you saw there was pressure on the company. the only result that would be acceptable was not only a beat, but a substantial beat and guidance upbeat. people are beginning to wonder how many consecutive quarters can this company continue to run with triple digit revenue growth and high triple digit earnings growth. but it seems each quarter they continue to surprise. paul: yeah. you would think that in an industry this lucrative, surely competition has got to be on the way. how much longer do you think nvidia can keep ruling this space? daniel: in 2020, i said nvidia it would be the next trillion dollar company. in 2022, i called out about $140 a share that this would be a massive winner because of the ai tailwind. now it is starting to look a little too good and you are seeing the pressure. intel had its ifs day today. there's big dollars flowing in. making big commitments to do ai or different silicon chips with intel
was nvidia day.s the cpi number last year. now it is all about what does nvidia do. you saw there was pressure on the company. the only result that would be acceptable was not only a beat, but a substantial beat and guidance upbeat. people are beginning to wonder how many consecutive quarters can this company continue to run with triple digit revenue growth and high triple digit earnings growth. but it seems each quarter they continue to surprise. paul: yeah. you would think that in an industry...
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Feb 23, 2024
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thanks to nvidia, s&p 500 growing this season.ouble the 4.7% expected when earnings season a few weeks ago. it is the first double-digit earnings growth since the first quarter of 2022. a long stretch there it is not just nvidia and tech 84 s&p 500 stocks are sitting at 52-week highs or record all-time highs. retail, banking and industrials. american express back to the ipo in 1977, jpmorgan chase and visa and berkshire and meta all sitting at all-time highs. >>> let's see how europe is shaping up with carolin roth in the london newsroom. >> good morning. frank, we have a patchy picture across the european boards today. we hit record highs on the back of the nvidia numbers yesterday. stoxx 600 rising nicely at the end of the trading session and finishing at the record high take a look at this. we are now flipping in and out of negative territory for the dax and ftse 100 the cac 40 hitting another record high for its market this morning. for the week, we're still on track for very, very reiay respl gains. the ftse 100 is an under p
thanks to nvidia, s&p 500 growing this season.ouble the 4.7% expected when earnings season a few weeks ago. it is the first double-digit earnings growth since the first quarter of 2022. a long stretch there it is not just nvidia and tech 84 s&p 500 stocks are sitting at 52-week highs or record all-time highs. retail, banking and industrials. american express back to the ipo in 1977, jpmorgan chase and visa and berkshire and meta all sitting at all-time highs. >>> let's see how...
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Feb 22, 2024
02/24
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thank you, nvidia. nvidia. s&p is up almost 1.25%, more than 1.25%. mark, there's just so much to say about nvidia. >> there is. and it's carrying the market right now. i mean, look, at some point i'd expect invid ya to potentially cross over that $2 trillion threshold. look, it has become the third biggest company in the world after only microsoft and apple. it's pretty remarkable where this thing has come other the course of the -- over the course of the last 15 months or so, and there are price targets at $1200 and and higher i. cheryl: it's amazing. mark tepper, lee carter, thank you so much. that is it for me, but "varney & company" is up next. stuart varney, a lot to talk about this morning, and good morning, sir. stuart: good morning, cheryl. a lot to talk about. good morning, everyone. artificial intelligence is taking the market by storm. nvidia, to the moon. a.i. chip stocks straight up. it was a real stunner again from nvidia. we'll bring you all the numbers in a moment, but for me, the key to this huge rally, look at it, up $78, the key to
thank you, nvidia. nvidia. s&p is up almost 1.25%, more than 1.25%. mark, there's just so much to say about nvidia. >> there is. and it's carrying the market right now. i mean, look, at some point i'd expect invid ya to potentially cross over that $2 trillion threshold. look, it has become the third biggest company in the world after only microsoft and apple. it's pretty remarkable where this thing has come other the course of the -- over the course of the last 15 months or so, and...
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Feb 22, 2024
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it's all right >> stephanie, why do you hate nvidia why are you shorting nvidia? >> this is not me saying this. i'll channel rasgon and say, no one has to own anything. but don't tell me you don't own it because it's too expensive. it's actually the cheapest of all of the ai stocks >> no, it's not, at 32 times, broadcom is at 27 times. and i think broadcom is a great way to play ai and soap that's what i've chosen to do as well as lam, as well as ibm. we'll talk about another name down the road in the next block. look, the stock is going to continue to work especially as the hyper scalers show that demand it's durable and the inference numbers are huge at 40%. that's double what people were expecting. so all that's great. i feel like i missed it, and inalso feel i have better value for what insee as superior growth, not to nvidia but to many other technology companies especially with broadcom broadcom is the number two ai supplier $8 billion a year. they're the number one custom player and they have cloud, data center, they have wireless, they have vmware. i know
it's all right >> stephanie, why do you hate nvidia why are you shorting nvidia? >> this is not me saying this. i'll channel rasgon and say, no one has to own anything. but don't tell me you don't own it because it's too expensive. it's actually the cheapest of all of the ai stocks >> no, it's not, at 32 times, broadcom is at 27 times. and i think broadcom is a great way to play ai and soap that's what i've chosen to do as well as lam, as well as ibm. we'll talk about another...
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Feb 21, 2024
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. >> it's basically all nvidia all the time, as we know. it sort of occurred to me with the rally the stock had, to come from, i'm want going to say nowhere, but to be the third largest stock by market cap, that puts it in a league with apple, microsoft, and google, etc. when you've had a run like this, it leaves you very susceptible to down side. we can see it in some of the stocks that have had big runups. in some ways, like palo alto today. the bigger the runup in some cases, the worst the decline when bad news hits. and this stock, with all the money that's floated to nvidia, if there's anything that even smells like a miss, it has the potential to be really problematic. katie: to that point, you look at palo alto today, stock down the most in seven years or so. let's continue down that, because it's gotten a lot of attention. you look at what options are implying for the post-earnings move, it's 11% in either direction. that sounds big, but in the context of nvidia, how big actually is that? steve: it's interesting, because the last tw
. >> it's basically all nvidia all the time, as we know. it sort of occurred to me with the rally the stock had, to come from, i'm want going to say nowhere, but to be the third largest stock by market cap, that puts it in a league with apple, microsoft, and google, etc. when you've had a run like this, it leaves you very susceptible to down side. we can see it in some of the stocks that have had big runups. in some ways, like palo alto today. the bigger the runup in some cases, the worst...
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Feb 18, 2024
02/24
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jack: the most important economic indicator that we will talking about earnings for nvidia we will get the at fomc meetings and what the fed is thinking about what we will need to see in terms of the rate cuts and whatnot. jack: for the first time and as long as i recall i can almost describe what general electric does for money there is no more light bulbs were microwave ovens no-show business or mortgages the mri machines have been spun off and there's one more split coming and we have fresh information about that this past week. >> exactly, it is amazing it's almost a decolonization that you can actually understand it now, ge filed a form with the fcc to give us more financial detail about this pain company that's going to be the power business in the rest of ge will be ge aerospace that is the last two companies that will bear ge. >> it is not official that will probably happen early in the second quarter like april 1 or april 2 timeframe i would recommend not april 1 but they're not going to ask me and we have two analyst days in early march where management will talk about the bu
jack: the most important economic indicator that we will talking about earnings for nvidia we will get the at fomc meetings and what the fed is thinking about what we will need to see in terms of the rate cuts and whatnot. jack: for the first time and as long as i recall i can almost describe what general electric does for money there is no more light bulbs were microwave ovens no-show business or mortgages the mri machines have been spun off and there's one more split coming and we have fresh...
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Feb 22, 2024
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them expecting nvidia to jump another $100 from here and nvidia's founder and ceo adding another $8 billion to his own personal wealth. he is set to surpass charles koch and approaching the walmart waltons. over $60 billion and this is not bad for a guy who used to work at denny's, came up with the idea to start nvidia over a couple of bottomless coffee in the 1990s and this is what i call the american dream right there. lauren: thank you very much. i want to put this in perspective with today's heavy gains, this is a stock that essentially has been doubling every couple of months or so. if you had invested one thousand dollars in this just 5 years ago you would have with today's gains roughly $20,000, putting $1000 in five years ago, say you saw this great potential 10 years ago, 22,000% return bringing your holdings up to 160,000, that same thousand 20 years ago, worth that much money but you all did this so this is a moot point. my next guest did, david asman, luke lloyd with us as well. great to have you. we've covered over the years some real surge stories, stocks that capture people's
them expecting nvidia to jump another $100 from here and nvidia's founder and ceo adding another $8 billion to his own personal wealth. he is set to surpass charles koch and approaching the walmart waltons. over $60 billion and this is not bad for a guy who used to work at denny's, came up with the idea to start nvidia over a couple of bottomless coffee in the 1990s and this is what i call the american dream right there. lauren: thank you very much. i want to put this in perspective with...
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Feb 22, 2024
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not everything can be nvidia actually, nothing. here's the moral to my nvidia story.you're trying to make money in the stock market, you've got to believe in something. if you can't do that, you'll never be able to stick with a winner like nvidia you'll never be able to own, don't trade. on "mad money" tonight california's largest utility is raising rates and restarting its dividend i'm talking with the ceo and she's been delivering. then a power player in the home improvement space. believe it or not the third best performer in the s&p 500 the last five years behind enphase energy and yes indeed, the only one -- at the one and only nvidia can you imagine we have nvidia talking about that how about this wing stop. flying high today. up over 100% in the last six months i'm hearing what's behind the recipe to success from the ceo and don't forget we care about percentage gains, not just marquee names. so stay with cramer. >> announcer: don't miss a second of "mad money." follow @jimcramer on x have a question? tweet cramer #madmentions send jim an e-mail to madmoney@cnb
not everything can be nvidia actually, nothing. here's the moral to my nvidia story.you're trying to make money in the stock market, you've got to believe in something. if you can't do that, you'll never be able to stick with a winner like nvidia you'll never be able to own, don't trade. on "mad money" tonight california's largest utility is raising rates and restarting its dividend i'm talking with the ceo and she's been delivering. then a power player in the home improvement space....
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Feb 23, 2024
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it has to do with nvidia. the semiconductor etf has a 25% weight of nvidia, the top holding. $15 billion in assets over the last several days, $600 million in flows. hopefully people aren't getting in post performance. good luck to them. katie: some people will buy the top. thank you so much. markets now, gains here. quiet, not what we have gotten used to, but still, highs nonetheless. s&p broke above 5100 earlier. we are below that now. hanging out at .2% higher. the nasdaq 100 down .1%. small caps, that's fun. not that exciting. the russell 2000 unchanged on the day. coming up, mariana huffington joins next. that does it for us. this is bloomberg. ♪ fresh, warm hot dogs! when i'm not selling hot dogs, i invest in a fund that advances innovations like robotics. fresh, warm hot dogs, straight out of my torso! one for you, one for you. oh, you're a messy one. cool, right? so cool. anyone can become an agent of innovation with invesco qqq, a fund that gives you access to nasdaq-100 innovations. hot dogs! fresh, warm hot dogs! before investing carefully read and consider fund in
it has to do with nvidia. the semiconductor etf has a 25% weight of nvidia, the top holding. $15 billion in assets over the last several days, $600 million in flows. hopefully people aren't getting in post performance. good luck to them. katie: some people will buy the top. thank you so much. markets now, gains here. quiet, not what we have gotten used to, but still, highs nonetheless. s&p broke above 5100 earlier. we are below that now. hanging out at .2% higher. the nasdaq 100 down .1%....
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Feb 22, 2024
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let's get to the story around nvidia. searching post market as we discussed after delivering another eye-popping sales forecast that beat estimates and consensus. speaking on the earnings, the ceo says generative ai has now hit a tipping point. >> we guide one quarter at a time, fundamentally, the conditions are excellent for continued growth. calendar 2024 tech calendar 2020 five and beyond. let me tell you why. we are at the beginning of two industrywide transitions. tom: let's get analysis with alex webb. a big day as we passed the results. they knock it out of the park again. alex: we look at companies that have to issue profit warnings because they will not meet their targets. they think the targets are not risk what they put it on. on the upside, -- that does pose a risk because investors will expect they beat the targets. they beat on every rhetoric and way above what anyone was expecting. particularly if we look towards the next quarter, the quarter we are in now, the forecast they gave was $2 billion, more than 1
let's get to the story around nvidia. searching post market as we discussed after delivering another eye-popping sales forecast that beat estimates and consensus. speaking on the earnings, the ceo says generative ai has now hit a tipping point. >> we guide one quarter at a time, fundamentally, the conditions are excellent for continued growth. calendar 2024 tech calendar 2020 five and beyond. let me tell you why. we are at the beginning of two industrywide transitions. tom: let's get...
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Feb 21, 2024
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stock that doesn't mean that if nvidia goes down there's something fatally wrong with nvidia. it means that is the dip that you should be buying when i and others trimmed, i trimmed last week. i know others trimmed before that it was always with the intention of getting back in and i suspect that later this week the opportunities will be there to do just that. >> wolf research today talks about momentum is deteriorating in the smh, and that's following a sustained overbought environment. let's say nvidia better deliver, their words. josh calls the earnings -- josh brown, obviously -- the most crowded trade on earth you could say, what's the most crowded trade on earth mag seven, it's a.i., it's whatever you want to characterize it in terms of talking about those stocks barclays, a symmetry likely to the down side. how do we want to think about this >> the mvp of 2023 year to date for the s&p 500. nvidia was up coming into today 40%. that was the leading stock in the s&p 500. this is a universally well-known stock. this morning in lower manhattan i dropped my car off i got out
stock that doesn't mean that if nvidia goes down there's something fatally wrong with nvidia. it means that is the dip that you should be buying when i and others trimmed, i trimmed last week. i know others trimmed before that it was always with the intention of getting back in and i suspect that later this week the opportunities will be there to do just that. >> wolf research today talks about momentum is deteriorating in the smh, and that's following a sustained overbought environment....
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Feb 22, 2024
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talk about nvidia.y reported this blockbuster earnings report, 779 right now, is a room to grow above that level? >> he said it before, i like it, i just don't love it. anyway, nvidia has room, is the data that proves it. the ceo said yesterday is at least a trillion dollars and spending for ai coming in the next four to six years, a trillion dollars needs to go into chips and other buildout. last week the data center, i think this is a trend that has legs, is not just about and you will see this carryout, it's a halo effect. it will carry into other names, not just nvidia. >> ceo, here's what turned me on about the stock in the future of ai, he says the your head will bring major product cycles with exceptional innovations to help propel our industry forward, a very positive outlook for the future. >> and is being echoed by every other co in the space. the latest report talk about the next version of ai being more profitable so it's something that will persist, it's like the smart phone boom and now it
talk about nvidia.y reported this blockbuster earnings report, 779 right now, is a room to grow above that level? >> he said it before, i like it, i just don't love it. anyway, nvidia has room, is the data that proves it. the ceo said yesterday is at least a trillion dollars and spending for ai coming in the next four to six years, a trillion dollars needs to go into chips and other buildout. last week the data center, i think this is a trend that has legs, is not just about and you will...
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Feb 22, 2024
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there's $40 trillion at stake here with nvidia, so i'm going with nvidia over the claims. >> you thinkhese names are going to stay resilient, even if there are no cuts, even if the ten-year goes back to 4.5% >> do i really think that zuckerberg is going to stop with his inference, which is 40% of nvidia's business? >> the inference, meaning the ability of the product to -- >> listen, if i'm at google, i'm shaking. even amazon, and i love jassy, even amazon has to take a breath and say, we weren't mentioned the way i thought we may be mentioned. whereas bill mcdermott from servicenow is saying, we're getting our due. salesforce, not mentioned. >> so, you're saying they are looking for recognition from jensen >> if you don't mention them, perhaps you should be watching the 8:30 employment numbers. look, i don't want to be out of school here, because i work at a great network. i'm saying that it's our -- my job, my job, and i got a club meeting this saturday, of which i will do a mea culpa for things like disney, which i screwed up. they didn't screw up i screwed up i picked it. but i got
there's $40 trillion at stake here with nvidia, so i'm going with nvidia over the claims. >> you thinkhese names are going to stay resilient, even if there are no cuts, even if the ten-year goes back to 4.5% >> do i really think that zuckerberg is going to stop with his inference, which is 40% of nvidia's business? >> the inference, meaning the ability of the product to -- >> listen, if i'm at google, i'm shaking. even amazon, and i love jassy, even amazon has to take a...
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Feb 20, 2024
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it's like an nvidia bar.d element for i.t., cyber security, spending, and they're in all the right places. don't be surprised if the beat and raise is dramatic this evening. i'm cautioning viewers, you might get a great earnings report, and subsequent to that you might not necessarily get the price response you think you should get. >> nikesh arora will be on with jim tonight on "mad money." steph, do you have the right horse in this race? >> no, i don't. >> fortinet, why are you still in it? >> i made a lot of money throughout covid, and they were a big beneficiary. and they started to have problems on the execution side. now i'm kind of interested again because the stock has really lagged. palo alto trades at 16 times. only up 10% in the last year. >> it trails for a reason. >> so they had problems last year. the stock got hammered. this past quarter it was encouraging. they have a price performance advantage. they do have, the whole group has or the large players are benefiting from companies wanting less
it's like an nvidia bar.d element for i.t., cyber security, spending, and they're in all the right places. don't be surprised if the beat and raise is dramatic this evening. i'm cautioning viewers, you might get a great earnings report, and subsequent to that you might not necessarily get the price response you think you should get. >> nikesh arora will be on with jim tonight on "mad money." steph, do you have the right horse in this race? >> no, i don't. >>...
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Feb 23, 2024
02/24
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>> nvidia is a great example of preparation, meeting opportunity and nvidia is one of the most unique companies and that they were in the videogame business which required them to essentially use ai to render video games to the toughest which are gamers and now it is migrated to everyone's business. nvidia is in best position to be the switzerland, to other platforms and you are seeing that in the stock and some of your prior guests made the point, you go back to global costs, cisco or some things that happened in the dot.com bubble, they didn't have the business models at scale supporting the level of growth but if you look at chat gpt and nvidia and other businesses, they have business models that are solid models underneath this growth and they will capture it so i am bullish on nvidia. i think they have 20 years of getting ready to send capitalizing on it. stuart: glad you mentioned the company's past in gaming. full disclosure, i'm in nvidia shareholder, did so many years ago, gaming at the behest of my son who was a big gamer. afraid to say still is but that's another story. i w
>> nvidia is a great example of preparation, meeting opportunity and nvidia is one of the most unique companies and that they were in the videogame business which required them to essentially use ai to render video games to the toughest which are gamers and now it is migrated to everyone's business. nvidia is in best position to be the switzerland, to other platforms and you are seeing that in the stock and some of your prior guests made the point, you go back to global costs, cisco or...
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Feb 22, 2024
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i could talk about nvidia al day. let's talk about moderna up 15%, the best days sinc december of 2022 after posting a surprise profit in revenue beat the vaccine maker saw a big drop in covid shots compared to the year ago period, but said thos declines were partially offset by a higher average sellin price per vaccine. that's why you're seeing the stock pop 15%. etsy though, under pressure as a big miss on earnings overshadows a revenue beat the online marketplace company also warned its growth merchandise sales are expected to fall during the quarter a consumer demand fo discretionary items remain tepid, down 8% i didn't mention nvidia, scott >> you didn't. but there is always a chance i'm betting on you >> okay. >> all right, kristina partsinevelos, thank you >>> we are just gettin started. up next, more on today's reunited rally glen kacher of light street is back nvidia, one of his top holdings, which is why we'll get his first reaction on the other top idea of the market now at recor highs. you're watching clos
i could talk about nvidia al day. let's talk about moderna up 15%, the best days sinc december of 2022 after posting a surprise profit in revenue beat the vaccine maker saw a big drop in covid shots compared to the year ago period, but said thos declines were partially offset by a higher average sellin price per vaccine. that's why you're seeing the stock pop 15%. etsy though, under pressure as a big miss on earnings overshadows a revenue beat the online marketplace company also warned its...
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Feb 26, 2024
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ed: the nvidia piece is interesting.ested all over the place, privately and in some public companies as well. i think i'm right in saying at one point, openai thought about just buying figure ai outright. what can you tell me about the company's progress? do they have anything to show for their work in humanoid robotics so far? >> before sam was ousted as ceo last year, there were some deep negotiations regarding an acquisition of figure by openai. there were extensive conversations around open investments. it came down to $5 billion -- $5 million. i say only in comparison to the 50 million from nvidia and the $100 million from jeff bezos. certainly, the openai deal fell apart amidst the whole sam altman situation last year. in terms of the progress the figure has made, they have published some videos and specifications on their website. it is unclear who is further ahead, figure or elon musk's optimists. they are selling the goods to these investors and getting enough money from them. you can see the video nvidia is pla
ed: the nvidia piece is interesting.ested all over the place, privately and in some public companies as well. i think i'm right in saying at one point, openai thought about just buying figure ai outright. what can you tell me about the company's progress? do they have anything to show for their work in humanoid robotics so far? >> before sam was ousted as ceo last year, there were some deep negotiations regarding an acquisition of figure by openai. there were extensive conversations...
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Feb 21, 2024
02/24
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nvidia tonight is key.eanwhile, palo alto, teledoc, cutting guidance >>> our road map begins with nvidia out after the bell, a day after the stock saw its biggest drop in four months. palo alto is plunging more than 20% premarket as they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and ceo brian moynihan >>> let's begin with nvidia. under some pressure again ahead of its big earnings tonight after the stock suffered its biggest one-day drop in market cap during yesterday's session last night on "mad money," jim did reiterate his bullish stance on the company by comparing jensen huang to one global superstar. >> jensen huang is the ceo of taylor swift i'm not joking whatever happens tomorrow, do we think it's make or break for nvidia no way nobody's about to call a top on taylor swift, so why does everyone want to call a top with nvidia >> he's not sweating the quarter, working on something more long-term >> he's sweating the march k keynote, which is something th
nvidia tonight is key.eanwhile, palo alto, teledoc, cutting guidance >>> our road map begins with nvidia out after the bell, a day after the stock saw its biggest drop in four months. palo alto is plunging more than 20% premarket as they lower their full-year guidance >>> later this hour, a cnbc exclusive with b of a chairman and ceo brian moynihan >>> let's begin with nvidia. under some pressure again ahead of its big earnings tonight after the stock suffered its...
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Feb 23, 2024
02/24
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no, it's not nvidia. sure, nvidia's had a big week. the stock touched a $2 trillion market cap level for the first time today on continued follow through from its blowout earnings the company seeing data center revenues more than quintuple in the latest quarter and gave such strong guidance that one analyst raised his target price to $1400 per share. that's 75% more up side from here but a smaller semiconductor stock might be even more consequential, at least according to one of our traders. it produces one of the world's most advanced chips and is opening the first plant in japan this weekend its products are being used in everything from autonomous driving to artificial intelligence what is it tim? why don't you tell us. >> look, nvidia's the most important company. taiwan semi, at least for the market nvidia is taiwan semi to me is one of the companies that i think many folks and the world, especially focus on japan where they're going to open their first plant. fabrication. this is really important for japan to get back into the se
no, it's not nvidia. sure, nvidia's had a big week. the stock touched a $2 trillion market cap level for the first time today on continued follow through from its blowout earnings the company seeing data center revenues more than quintuple in the latest quarter and gave such strong guidance that one analyst raised his target price to $1400 per share. that's 75% more up side from here but a smaller semiconductor stock might be even more consequential, at least according to one of our traders. it...
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Feb 21, 2024
02/24
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dow jones off by 70 points yesterday we had that performance anxiety from nvidia.hat will nvidia do today and what will fomc look like for today? that's the big question. "worldwide exchange" is coming up next. i'm carolin roth we'll see you tomorrow, same time, same place, bye-bye. do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. we thought we had planned carefully for our retirement. but we quickly realized we needed a way to supplement our income. if you have $100,000 or more of life insurance, you may qualify to sell your policy. don't cancel or let your policy lapse without finding out what it's worth. visit coventrydirect.com to find out if your policy qualifies. or call the number on your screen. coventry direct, redefining insurance. >>> it's 5 headquarters and we start with "five@5. futures are currently under pressure. >>> and today it's aulg about nvidia the chipmaker set to report fiscal fourth quarter results after the close. investors are taking some profits ahea
dow jones off by 70 points yesterday we had that performance anxiety from nvidia.hat will nvidia do today and what will fomc look like for today? that's the big question. "worldwide exchange" is coming up next. i'm carolin roth we'll see you tomorrow, same time, same place, bye-bye. do you have a life insurance policy you no longer need? now you can sell your policy - even a term policy - for an immediate cash payment. we thought we had planned carefully for our retirement. but we...
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Feb 21, 2024
02/24
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that's nvidia.ll those ai bets, with much of the magnificent seven, the nasdaq as well. those earnings out later today. here are. the estimates and expectations while expectations are high, on the revenue front, $20.5 billion is what is expected. that would be an almost 240% year on year gain in terms of revenue. when it comes to net income, 11.4 billion, that is the expectation. that would be an increase year on year of around 56%. let's flip the board and have a look at the options markets because what's been shaping up there has been really interesting. the most active and interest in terms of the open calls comes through at around $1300 level for nvidia. the stock closed at about $680 yesterday. 10.5% is the implied one-day move. that would be the biggest move since the first quarter of last year, when the stock rallied about 24%. 10.5% either way is what is expected and implied by those options trading. its foot the board once again and have a look at the direction that this company has been go
that's nvidia.ll those ai bets, with much of the magnificent seven, the nasdaq as well. those earnings out later today. here are. the estimates and expectations while expectations are high, on the revenue front, $20.5 billion is what is expected. that would be an almost 240% year on year gain in terms of revenue. when it comes to net income, 11.4 billion, that is the expectation. that would be an increase year on year of around 56%. let's flip the board and have a look at the options markets...
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Feb 23, 2024
02/24
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s&p 500 winners on the screen, topped by live nation, nvidia -- lauren: 820 for nvidia.lo alto network coming back a bit, 2%. how about nasdaq winners? that's a nice list. nvidia, copart, zscaler, palo alto, zoom video. how about that? where's the yield on the 10-year treasuriesome kind of forgotten about that. it's at 4.31%. gold, well, how many people are buying gold bars right now? it's up $3 an ounce at $2,034. bitcoin, not exactly out of favor but not rallying either. $51,000 a coin. oil, mid 70s, $76.92 per barrel. show me nvidia, gotta have a look at that again. $819 right now, up another 4%. 16% yesterday, 4% today, 20% in a day and one hour. the average price for a gallon of regular, $3.26. actually it's down one cent. diesel, $409. >>> all right -- 4.09. coming up, good friend of the show dave portnoy just rescued a pit bull named miss peaches, and she's already gotten into trouble. roll it. >> miss peaches, are you now naughty? you ate my wallet? miss peaches, you ate my wallet. hey. [laughter] you -- wait, i thought you were a perfect if angel. [laughter] stu
s&p 500 winners on the screen, topped by live nation, nvidia -- lauren: 820 for nvidia.lo alto network coming back a bit, 2%. how about nasdaq winners? that's a nice list. nvidia, copart, zscaler, palo alto, zoom video. how about that? where's the yield on the 10-year treasuriesome kind of forgotten about that. it's at 4.31%. gold, well, how many people are buying gold bars right now? it's up $3 an ounce at $2,034. bitcoin, not exactly out of favor but not rallying either. $51,000 a coin....
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Feb 15, 2024
02/24
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, we're all in nvidia's world. i wouldn't read into anything with apple except it's taking a breather after a banner 2023. >> i almost feel like this is an annual event. what's wrong with apple. >> how could it not be? one of the most widely held stocks. >> let me save everybody a ton of time. >> you're not talking to the suppliers. what do snuff. >> what do snuff. >> of the tech mega caps, apple is below the intraday, the lowest rsi of the group and technically looks the worst and fundamentally feels like it has the most negatives swirling in the atmosphere. and use negatives with a grain of salt because apple is very close to its all-time high and is doing fine. the story on apple is really is a company that needs its next wave of innovation. a lot of people were hoping that the vision pro, nobody thought would come close to revenues on the phone, the light at the end of the tunnel, but now we have this predictable spate of headlines, oh, wait, it's a flop. we'll say the same people are returning it and people ar
, we're all in nvidia's world. i wouldn't read into anything with apple except it's taking a breather after a banner 2023. >> i almost feel like this is an annual event. what's wrong with apple. >> how could it not be? one of the most widely held stocks. >> let me save everybody a ton of time. >> you're not talking to the suppliers. what do snuff. >> what do snuff. >> of the tech mega caps, apple is below the intraday, the lowest rsi of the group and...
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Feb 22, 2024
02/24
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it is all about nvidia today enjoy the day.u are long in the market that's it for today's show i'm carolin roth "worldwide exchange" is up next. see you tomorrow it's hard to run a business on your own. make it easier on yourself. with shopify, you have everything you need to sell online and in person. you can have your inventory, payments, and customers in sync across all the places you sell. it doesn't have to be lonely at the top. join the millions to finding success on their own terms. start your journey with a free trial today. >>> it is 5:00 a.m. here at cnbc global headquarters and here is your "five@5." >>> we start with the a.i. tipping point. nvidia shares surging in the pre-market after the earnings report that blew past estimates and forecasted for more growth. >>> chip stocks rallying on the back of nvidia the sector surge helping to push japan's nikkei to a record close. >>> and the rising tide here in the u.s. with the stock futures surging ahead of the open with tech in the driver's seat. >>> no
it is all about nvidia today enjoy the day.u are long in the market that's it for today's show i'm carolin roth "worldwide exchange" is up next. see you tomorrow it's hard to run a business on your own. make it easier on yourself. with shopify, you have everything you need to sell online and in person. you can have your inventory, payments, and customers in sync across all the places you sell. it doesn't have to be lonely at the top. join the millions to finding success on their own...
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Feb 26, 2024
02/24
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nothing could lose last week on the heels of nvidia.s on the hardware side. you may see pc coming in hot. generally speaking, this rally is great. historically speaking, the back half of february is lighter. we could see a little bit of a pullback this week if we don't see the earnings numbers justify. some of the technology names reporting this week. >> we have big names after the magnificent seven. i want to look ahead to the day ahead and the environment where i'm in right now and give us your "wex" word of the day. >> i had to make up a word to fit the market. i call it nivana. nirvana and nvidia combined. it has brought enlightenment to the market. this could continue even if we get rocky on the short-term. everybody should feel good about that one. >> this is the second time with short-term disruption, but the momentum trade is going to keep going. i want to ask aside from the short-term disruptions which is natural, is there anything to stop the momentum of nvidia? is pce the thing we need to watch out for here? >> i think pce wi
nothing could lose last week on the heels of nvidia.s on the hardware side. you may see pc coming in hot. generally speaking, this rally is great. historically speaking, the back half of february is lighter. we could see a little bit of a pullback this week if we don't see the earnings numbers justify. some of the technology names reporting this week. >> we have big names after the magnificent seven. i want to look ahead to the day ahead and the environment where i'm in right now and give...
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Feb 22, 2024
02/24
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hour powered by nvidia. surging after the results. we will get to that in a moment. the dow would open up 120 points nasdaq up 360 points s&p is up 60 points. look at treasury yields. ten-year note at 4.3%. two-year note at 4.662%. over >>> overnight, joe mentioned the nikkei topped 39,000 the previous record was 38,515 was reached 34 years ago. >> i can do the math 1990 >> a lot of folks have been waiting a long time for that >> we don't want to do anything like that. we have seen it. we can see what can happen it was ahead of itself, obviously, but a lot of issues over the past. they have to have some kids over there. that's number one. that is stagnating. >> what do you think about nvidia ahead of itself? >> i don't know. i'm doing the math we will talk to our analyst in a second i was doing the math it is not quite a 15% gain today. a look at nvidia this is the new high chipmaker topping profit and sales expectations up almost 100 points another 14%. the market cap at the close yesterday was $1.68 trilli
hour powered by nvidia. surging after the results. we will get to that in a moment. the dow would open up 120 points nasdaq up 360 points s&p is up 60 points. look at treasury yields. ten-year note at 4.3%. two-year note at 4.662%. over >>> overnight, joe mentioned the nikkei topped 39,000 the previous record was 38,515 was reached 34 years ago. >> i can do the math 1990 >> a lot of folks have been waiting a long time for that >> we don't want to do anything like...
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Feb 21, 2024
02/24
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in premarket trading, nvidia is losing more ground. of it's all the way down to $682 a share, down $12. that's premarket trading. it reports after the bell. if massive gains in revenue and profits are expected, but the fear is the slightest failure to live up to expectations will aa letter or the algorithms, and there'll be a knee-jerk selloff. of course, it could go the other way. this is a stock that has ignited the artificial intelligence boom. it's a very important report. it will move the markets. we'll be covering it throughout the show. >>> politics. donald trump says he would love to debate joe biden. he says the president is in decline and has been for some time. he says his revenge would be his success in the election. throughout, he was confident, engaged and answered any and all questions. the contrast with the president is obvious. biden stumbled slightly getting onboard air force one. he very briefly answered a couple of questions. his handlers are trying to keep him under wraps. nikki haley insists she will fight on desp
in premarket trading, nvidia is losing more ground. of it's all the way down to $682 a share, down $12. that's premarket trading. it reports after the bell. if massive gains in revenue and profits are expected, but the fear is the slightest failure to live up to expectations will aa letter or the algorithms, and there'll be a knee-jerk selloff. of course, it could go the other way. this is a stock that has ignited the artificial intelligence boom. it's a very important report. it will move the...
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Feb 22, 2024
02/24
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all things good with nvidia in terms of growth. technicals are interesting because over the last couple days i have been talking about how overextended the chart looks. we take a look at this chart that i created today. one reason yesterday to think nvidia is going to fall back to earth further is this is the year to date uptrend. into today, it had broken that uptrend. it is rare that you see a stock overtake that uptrend. that is what nvidia is trying to do now. look at the rsi. it is lower than the highs here, so this record high may not be surprising if at some point this stock gets a little tired to some degree because of the technicals. as for what else is going on in the markets, we have this interesting story developing around at&t, verizon, and t-mobile, maybe -- mainly at&t, which said there have been disruptions to its networks nationwide, including in houston . they are not sure what is going on. also interesting, on x, there are people saying they do not have verizon service and t-mobile, but those carriers have said t
all things good with nvidia in terms of growth. technicals are interesting because over the last couple days i have been talking about how overextended the chart looks. we take a look at this chart that i created today. one reason yesterday to think nvidia is going to fall back to earth further is this is the year to date uptrend. into today, it had broken that uptrend. it is rare that you see a stock overtake that uptrend. that is what nvidia is trying to do now. look at the rsi. it is lower...
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Feb 22, 2024
02/24
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there is nvidia, up 57%.hen we have the s&p 500, the equal weighted s&p 500, up between 2% and 7%. the russell 2000, down. we are not seeing it. we are seeing the russell 2000 small caps stocks value underperform while nvidia, a new record high. >> we will talk more about that. thank you to abigail doolittle. sonali: we will discuss it with catherine rooney vera. when you look at the big bid semis are getting, you look at the nvidia options, priced to perfection here with $800 calls through the end of the week. how do you feel about buying into the in spot and options market at this point in time? >> i would say it's a fantastic call but i would not be buying now. when i think about nvidia, i think about the meme which is atlas. nvidia is atlas with the weight of the world on its shoulders because it is what is carrying mobile markets, if not the global economy. there are some headwinds and i am cautious buying right now, in terms of semiconductors or tech in general, which of course includes a third of the s
there is nvidia, up 57%.hen we have the s&p 500, the equal weighted s&p 500, up between 2% and 7%. the russell 2000, down. we are not seeing it. we are seeing the russell 2000 small caps stocks value underperform while nvidia, a new record high. >> we will talk more about that. thank you to abigail doolittle. sonali: we will discuss it with catherine rooney vera. when you look at the big bid semis are getting, you look at the nvidia options, priced to perfection here with $800...
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Feb 16, 2024
02/24
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bill, you don't own nvidia but you do own arm. >> i do own nvidia. my number four position. >> thank you for correcting. >> it's been a big leader of ours for a while. we've had to just work through managing that from a portfolio standpoint, and we cut it by a third ahead of amd's earnings and it's back to number four. it was down to nine and is back to four. i'm excited for the earnings. when it comes to everybody is expecting something, price targets rise and rise and rise, it creates and feeds speculation. and that speculation needs to unwind. i don't want to get too much in the weeds but the call skew, a lot of calls are being purchased. the market makers sell calls and they have to unwind once that risk is known of earnings. we could go through a consolidation similar to what we had after august. overall, i don't think it derails the entire play here. i think ai play will continue to build as the year unfolds. we do own arm as well. it's a small position in arm to start and right away it took off. i'm waiting for it to consolidate. i think a mar
bill, you don't own nvidia but you do own arm. >> i do own nvidia. my number four position. >> thank you for correcting. >> it's been a big leader of ours for a while. we've had to just work through managing that from a portfolio standpoint, and we cut it by a third ahead of amd's earnings and it's back to number four. it was down to nine and is back to four. i'm excited for the earnings. when it comes to everybody is expecting something, price targets rise and rise and rise,...
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Feb 21, 2024
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what could that mean on the upside for nvidia? >> they've previously talked about china being 20% to even 25% of data center revenue for them so, this is an adder on top. again, they continue to be supply constrained, so, they don't need that right now, but if they had that supply available, they could potentially upside revenue >> chris, thank you so much for being with us. appreciate your insights >> thanks, guys. >> chris rolland any trades we want to get off our chest here >> well, totally get it, but look at supermicro they got back everything it lost today. with that said, and our crack staff in ec can probably pull this up, i think -- just talked about a billion and a half convertible note due in '29 the just issued. i get it, it's a secular growth story, everybody loves it, everybody's gotten rich on the back of it at a certain point, though, certain valuations absolutely matter as much as we hike to think it's different this time, as danny said earlier, it's probably not as different as people think >> final thought here?
what could that mean on the upside for nvidia? >> they've previously talked about china being 20% to even 25% of data center revenue for them so, this is an adder on top. again, they continue to be supply constrained, so, they don't need that right now, but if they had that supply available, they could potentially upside revenue >> chris, thank you so much for being with us. appreciate your insights >> thanks, guys. >> chris rolland any trades we want to get off our...
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Feb 21, 2024
02/24
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nvidia after the close.e bond market two-year, 10 year looking something like this. 43635. 45934. fed minutes we can talk about them for a heartbeat a couple of seconds if you want. i want to understand how together this committee is given the struggle chairman powell appeared to have in the news conference of fruit -- reflecting -- >> do they offer new guidance on thresholds to cut rates. we didn't really get a lot of color on that. a lot of people note after note one way after another saying nothing's got. basically people are saying this is on max right now with respect to the fed minutes. >> you have to think about what's changed in the minutes. hot pay loss report. hotter than expected ppi. >> some people are saying this might even open the door to another rate hike. >> are we talking about one man? >> talking about someone who's -- i'm curious about whether we go forward with the sense of people trying to push back on the idea basically saying we are aware of the conversation putting a rate hike on the
nvidia after the close.e bond market two-year, 10 year looking something like this. 43635. 45934. fed minutes we can talk about them for a heartbeat a couple of seconds if you want. i want to understand how together this committee is given the struggle chairman powell appeared to have in the news conference of fruit -- reflecting -- >> do they offer new guidance on thresholds to cut rates. we didn't really get a lot of color on that. a lot of people note after note one way after another...
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Feb 14, 2024
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do you think nvidia reports and nvidia will do what nvidia does, or is it some sort of referendum on a lot of the other a.i.-powered names that lead and drive the mag seven and the markets? >> yeah, so, we've looked at nvidia and we've tried to pick the top, and we've failed, right? repeatedly. i think the point of the mag seven, or whatever we're going to call it now, is a product of passive investing. so, you -- it just feeds onto itself. no one's buying the russell. it's underperformed for too long. i stated that fact, over 40% of the russell is actually unprofitable companies, and back in the mid 90s, that number was only 15% of the russell was unprofitable. so, it's too deep to take that stab and you can't stay there for long. so, you're forced into buying due to passive investing, buying all of the mag seven and staying with market cap-weighed stocks. getting back to nvidia, it's a flip of the coin at this point. they still own 85% of the market. i still think they can chug along just fine. >> we are seeing the cracks, though. tesla has sort of dropped out, right? >> right. >>
do you think nvidia reports and nvidia will do what nvidia does, or is it some sort of referendum on a lot of the other a.i.-powered names that lead and drive the mag seven and the markets? >> yeah, so, we've looked at nvidia and we've tried to pick the top, and we've failed, right? repeatedly. i think the point of the mag seven, or whatever we're going to call it now, is a product of passive investing. so, you -- it just feeds onto itself. no one's buying the russell. it's underperformed...
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Feb 22, 2024
02/24
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and, as erin delmore in new york explains, nvidia has delivered.dia is the leading chip—maker in the us and the third largest company on wall street. so expectations for the companies fourth—quarter earnings had been sky—high. here was the benchmark. estimates were that nvidia would report earnings of $4.64 a share and around $20.4 billion in revenue. the company did better than that. earnings came in at around $5 per share and revenue was $22.1 billion. and the company said that revenue during this quarter would beat expectations. the company is riding high on enthusiasm over artificial intelligence. nvidia's chips are used to power the ai models that are all the rage in the tech industry right now. that is why quarterly results like wednesdays get so much attention. investors look to nvidia's performance for clues as to how the ai boom is progressing. to hear nvidia's chief executive officerjensen huang on wednesday say "accelerated computing generative ai have hit the tipping point". demand is surging worldwide across companies, and nations. mal
and, as erin delmore in new york explains, nvidia has delivered.dia is the leading chip—maker in the us and the third largest company on wall street. so expectations for the companies fourth—quarter earnings had been sky—high. here was the benchmark. estimates were that nvidia would report earnings of $4.64 a share and around $20.4 billion in revenue. the company did better than that. earnings came in at around $5 per share and revenue was $22.1 billion. and the company said that revenue...
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Feb 7, 2024
02/24
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nvidia is synonymous with al, as is. nvidia is synonymous with al. as cisco — is.cisco is to _ is. nvidia is synonymous with al, as cisco is to networking. | ai, as cisco is to networking. you need to make sure you've got both of these things. there really is no ai without networking infrastructure. so it's really important that we come with the best technology in the world when it comes to ethernet and connectivity, and then adding in the best ai technology from a gpu perspective, and bringing those together. and then simplifying it so that any enterprise is able to take advantage of that technology stack. we see that as being a really important piece notjust of the technology itself, but how you simplify it. we have these things called cisco valid vines, where we make sure it's really simple — think of it as a blueprint for how every enterprise can go and dole this infrastructure out, or their own use cases.— own use cases. so, your customers _ own use cases. so, your customers - _ own use cases. so, your customers - how- own use cases. so, your customers - how a
nvidia is synonymous with al, as is. nvidia is synonymous with al. as cisco — is.cisco is to _ is. nvidia is synonymous with al, as cisco is to networking. | ai, as cisco is to networking. you need to make sure you've got both of these things. there really is no ai without networking infrastructure. so it's really important that we come with the best technology in the world when it comes to ethernet and connectivity, and then adding in the best ai technology from a gpu perspective, and...
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Feb 20, 2024
02/24
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is it all about nvidia?e much about the fed when we come to more of a focus on ai right now? liz: i think we always care about the fed. and last week was a good indication of that. we are starting to see the data stack up in a way that says inflation may be is not solved entirely. and now we have pushed that first cut back to june. our kids are trying to grapple with the idea that the cutting cycle might start later than we originally anticipated. but this week, number one, or is not a whole lot -- a whole ton of macro data for the market to queue off of. nvidia's earnings are going to be the story we all anticipate and wait with it breath to find out. the risk i see in this -- and not necessarily in the company itself -- but the risk i see in this is in 2023 we had such concentrated performance. so far in 2024 we have had a lot of the same. we have had a few fake outs of broadening out in the market, you have small caps that cannot get above a certain level. we have seen some sectors broaden out but others
is it all about nvidia?e much about the fed when we come to more of a focus on ai right now? liz: i think we always care about the fed. and last week was a good indication of that. we are starting to see the data stack up in a way that says inflation may be is not solved entirely. and now we have pushed that first cut back to june. our kids are trying to grapple with the idea that the cutting cycle might start later than we originally anticipated. but this week, number one, or is not a whole...
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Feb 21, 2024
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and that company is nvidia. and with its fourth quarter earnings out after the bell, the chip maker's results have the power to live or to dunk the markets depending on the outcome. as we head into the final hour of trade, the pre-earnings jitters continue to pressure the stock. in fact, we are at session lows at the moment. nvidia adding another 4% to yesterday's 4.4% drop. and, yes, those losses, i mean, let's just be fair here, they get blanked by the stunning 236% moonshot the leader in a.i. semiconductors has made just over the past year. but because so many sectors have piled into the a.i. gold rush, the red you see across the board on the major indices means that that much of the market is treading water while waiting for the if numbers. dow jones industrials down 13 if 5 points. you know what? want to see what i mean about ingrid v.a -- invid rah -- nvidia's pull? intel, you can see right there, ibm, salesforce, they've all gone big on a a.i. and then microsoft is just above intel, so microsoft's probabl
and that company is nvidia. and with its fourth quarter earnings out after the bell, the chip maker's results have the power to live or to dunk the markets depending on the outcome. as we head into the final hour of trade, the pre-earnings jitters continue to pressure the stock. in fact, we are at session lows at the moment. nvidia adding another 4% to yesterday's 4.4% drop. and, yes, those losses, i mean, let's just be fair here, they get blanked by the stunning 236% moonshot the leader in...
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Feb 15, 2024
02/24
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that supplier is nvidia. all these products at all these companies that are funded, they were all losingmoney, doesn't come to bear and they go out of business, that's how the company starts to guide lower. when you talk about the customer concentration, which kristina just mentioned, you have three companies that make up 40% of the revenue, and they're microsoft, amazon, alphabet and meta. so, i guess my point is, like, if they can't charge more for those products any time soon, they've been spending a lot of money, they're going to start ordering less of those chips. they are designing them in-house. that's how the deceleration in this growth happens, and that's how the stock ultimately comes in. i don't know from where, but it will happen, i guarantee you that. >> i'm sure you covered the 13-f filings yesterday. you'll notice that elliott liquidated their stake in arm holdings. obviously much lower, probably given the timing of this, but the thing about this stock and the move, you can pull up a chart, it'
that supplier is nvidia. all these products at all these companies that are funded, they were all losingmoney, doesn't come to bear and they go out of business, that's how the company starts to guide lower. when you talk about the customer concentration, which kristina just mentioned, you have three companies that make up 40% of the revenue, and they're microsoft, amazon, alphabet and meta. so, i guess my point is, like, if they can't charge more for those products any time soon, they've been...
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Feb 22, 2024
02/24
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nvidia up 4.5%.ames, there have been earnings, nvidia is front and center at more than 15%. synopsis is another ai player, up around 11%. rivian, ugly. off by 27% after they slowed their production. they are more worried about having to be laying off people. we will dig into some of the names. let's have a return to what's happening with nvidia. we are up significantly, $250 billion of increased market cap. we are almost at a $2 trillion market capitalization. despite that, the structure is still cheap. pe future earnings, they keep escalating. from a forward pe basis, we are at 33. we have more on ultimately a company that looks the part. have we seen any other companies able to deliver twice, 200% growth, excluding when it comes to the overall earnings share as well? >> i have not. surprised with the immediate earnings is no longer a surprise. more than the magnitude, it was the quality of the earnings that was reassuring to us. on the supply side, it seems supply keeps coming in strong. they have
nvidia up 4.5%.ames, there have been earnings, nvidia is front and center at more than 15%. synopsis is another ai player, up around 11%. rivian, ugly. off by 27% after they slowed their production. they are more worried about having to be laying off people. we will dig into some of the names. let's have a return to what's happening with nvidia. we are up significantly, $250 billion of increased market cap. we are almost at a $2 trillion market capitalization. despite that, the structure is...
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Feb 22, 2024
02/24
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i am just reading the valuation of nvidia.t alphabet and that is extraordinary. it alphabet and that is extraordinary. alphabet and that is extraordina. . ., , , extraordinary. it certainly is. it is galloping _ extraordinary. it certainly is. it is galloping ahead - extraordinary. it certainly is. it is galloping ahead as - extraordinary. it certainly is. it is galloping ahead as part| it is galloping ahead as part of the magnificent seven and certainly all eyes are on nvidia right now. because of its unique position in this market where there is such a huge demand right now. there had been a wobble earlier when shares dipped in anticipation of the results. thought that they would not match expectations but again they have been blown out of the water. and what you have seen across markets generally is the tech boom is fuelled by the frenzy for all things ai and also hopes that interest rate cuts will be on the horizon. interestingly we had federation —— fed bank minutes out showing the are cautious but that did not dampen dow
i am just reading the valuation of nvidia.t alphabet and that is extraordinary. it alphabet and that is extraordinary. alphabet and that is extraordina. . ., , , extraordinary. it certainly is. it is galloping _ extraordinary. it certainly is. it is galloping ahead - extraordinary. it certainly is. it is galloping ahead as - extraordinary. it certainly is. it is galloping ahead as part| it is galloping ahead as part of the magnificent seven and certainly all eyes are on nvidia right now....
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Feb 22, 2024
02/24
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nvidia shares surging more than 16% to a new record close. stock adds more than $720 billion in market cap, just today. that's bigger than the size of one whole b of a and the single biggest gain for any single company. it's added a trillion to its value since just last june is the gains today, ripple effects across tech, the semis, supermicro arm, all notching outsized gains. and the megmegacaps seeing strength did nvidia justify the rally we've seen let's bring in deepwater asset management's gene munster, get some thoughts. gene, a lot of four-digit targets around today you got any problem with that? >> i'm good with that, carl. i think that we're going to see in excess of 1,000, probably a year, two years out here, but when i think about those price targets, i think it's important just to quickly step back and think about nvidia's business, before we get too carried away it's a boom and bust business. and the three quarters prior to this a.i. liftoff, the business was down on average 17% a quarter. that wasn't -- that wasn't that long ago
nvidia shares surging more than 16% to a new record close. stock adds more than $720 billion in market cap, just today. that's bigger than the size of one whole b of a and the single biggest gain for any single company. it's added a trillion to its value since just last june is the gains today, ripple effects across tech, the semis, supermicro arm, all notching outsized gains. and the megmegacaps seeing strength did nvidia justify the rally we've seen let's bring in deepwater asset management's...
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Feb 26, 2024
02/24
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rested on nvidia and they were the key to it. it's gone to the point is only thing that people want to buy and the only thing people want to talk about. there's good, tipping point. stuart: we are not there yet. i went into a bubble binge over the weekend looking at bubbles, bubbles last a while. you could not call the moment that his stock is going to reverse. people have to realize you still might have days but to chase this you're picking up nichols in front of a steamroller, that could be a problem. stuart: jeff sica on a monday morning. coming up msnbc warns that president biden has a problem with democrats in michigan, roll tape. >> you cannot keep killing people with our money and keep thinking we are stupid enough to elect you again, we will forget. >> i'm waiting to let go of joe biden, punished joe biden by making a one term president and burying his boss with the genocide in gaza. stuart: strong stuff, michigan voters are backed up in 2020 are turning on him. a college student murdered allegedly by them illegal migrant
rested on nvidia and they were the key to it. it's gone to the point is only thing that people want to buy and the only thing people want to talk about. there's good, tipping point. stuart: we are not there yet. i went into a bubble binge over the weekend looking at bubbles, bubbles last a while. you could not call the moment that his stock is going to reverse. people have to realize you still might have days but to chase this you're picking up nichols in front of a steamroller, that could be a...