the title more referred to intel than amd. amd is going to be all that matters. you noted in your intro that the stock has been a little weak recently, there've been current concerns about potential orders with supplier issues on that part and people are going to be looking for are the actually causing issues, can they take the forecast for that block off for the rest of the year, what does it look like next year? that's what people are going to be focusing on. it won't be quite about nothing, not for these guys. >> the stock is been crushed this year by broad calm. i'm looking at the key ai players, if you will, obviously nvidia has blown out of the water. why so much if we keep hearing more and more about aspirations for aai from lisa sue? >> they have been aspirations, all right? and i said this a lot, but in semiconductors there is a lot of ai narratives. there's only two companies that have, like, truly meaningful ai revenues right now and amd is not one of them. not yet. right? i think if you go back to last earnings, expectations were getting out over thei

amd doesn't produce that. samsung's results prove that. these are benefits from micron, et cetera, not necessarily amd at the moment, unless they blow it out of the water at their data center forecast for the mi-300. >> thanks for the setup. appreciate it. kristina partsinevelos. >>> speaking of setups, it's interesting coming off the week we just had, i said the best week for the s&p since november, you did have people apparently getting more bullish because you've had, according to bank of america's equity client flows, the biggest inflow in some eight weeks. what are we buying? what are their clients buying? staples high on the list. speaking of, stephanie link's new buy, a fresh buy, p&g. >> i own those staples. i was looking for one. when i saw this quarter, it was actually very good. organic growth, 7%. gross margins up 300 basis points. that is just amazing. it's productivity. it's pricing. i like their product set. it's not cheap by any means. i just think this is a really solid story, and it's a defensive position to offset some o

nvidia was down today, as well as amd, but nvidia afterhours is down less than amd is afterhours. i think people are still playing this as nvidia has 80%, 85% of the market share. it's theirs to lose, everyone else is a distant second. >>> coming up, more afterhours action. pinterest surging. we'll dig into their report next. >>> investors loving on lilly. shares are soaring after earnings. how they're packing on the pounds where it counts. that's next. >>> plus, what's next for the fed? the central bank may not make any moves tomorrow, but our next guest says they should start cutting rates soon. just how many cuts he is predicting this year, and what happens if we don't get them all. all that when "fast money" returns. stay tuned. >>> this is "fast money" with melissa lee right here on cnbc. (subway noises) ♪ ("tosca, act ii: vissi d'arte" by maria callas) ♪ ♪ (orchestra del teatro alla scala, milano) ♪ ♪♪ ♪♪ ♪♪ (cat meowing) ♪ ("huge beats" by louis perez) ♪ ♪♪ ♪♪ >>> welcome back to "fast money." an earnings alert on pinterest. sharing soaring after a beat on the top at bond t

will not _ appointment or are having to see amd will not feel that the targets are being _ will notplan is working — being met all that the tories plan is working. waiting lists are still 320,000 — is working. waiting lists are still 320,000 than when rishi sunak became prime minister, so he is failing on its own_ prime minister, so he is failing on its own metrics. a&e waiting times are higher— its own metrics. a&e waiting times are higher as its own metrics. a&e waiting times are higheras ourambulance its own metrics. a&e waiting times are higher as our ambulance weights. labour_ are higher as our ambulance weights. labour have _ are higher as our ambulance weights. labour have a plan funded by tackling — labour have a plan funded by tackling the huge gap in tax avoidance to bring down waiting lists and — avoidance to bring down waiting lists and use the private sector to make _ lists and use the private sector to make sure — lists and use the private sector to make sure that we can use that capacity— make sure that we can use that capacity there to bring down waiting list so _ ca

amd and supermicro.g with what to watch for, those two companies, ai seems to be the dominating factor. >> yeah, it is the dominating factor but cyclical head winds is another concern and anything non-ai is weaker in the latest report. cpus will continue central processing units will continue to be flat in q2, but the positive is that all these companies are talking about this bottom, this paraphrasing this cyclical bottom with improvement in the second half of the year. which bodes well possibly for amd. so we're going to be looking for any demand trends in pc and server as well as changes to amd road maps that should reflect those trends. their embedded segment, that ch contributes to 25% of revenue. gaming would fall significantly in q1. expecting weakness there. while we have seen this pullback in shares this past month down 11% on this non-a-i cyclical weakness. the important factor is the adoption of the latest ai chip mi 300 series and any updates to the previous fiscal revenue forecast you're see

i would take an amd here. at super micra, it's done fantastic, up 214% just this year alone. so when you talk about high bar, i think that's really what you're setting with the super micro. interestingly enough, over the last seven of eight quarters preannounced positive earnings. they decided not to do that this quarter. that's putting investors a little weary may not be as good as they were expecting. then you look at amd, as much as artificial intelligence is their story, a lot of their business is in things like pc and gaming. as you saw with intel, it's slowing. that's one of the reasons you'll see their revenue declining this quarter. but the question is that going to be improving the second half of this year, largely the expectation, especially as you see things like ai-enabled hardware starting to become more in demand. that will benefit them later. the number two chip provider behind nvidia which a lot of people think will be, that's likely a longer-term story to benefit them. i would take the amd ove

if you have wet amd, you never want to lose sight of the things you love.should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart attack or stroke associated with blood clots. the most common side effects were blurred vision, cataract, corneal injury, and eye floaters. and there's still so much to see. if you are on eylea or a similar type of treatment, ask your retina specialist about eylea hd today, for the potential for fewer injections. >> margaret: now this consumer alert. tesla is recalling nearly 4,000 of its 2024 cybertrucks because the accelerator pedal can get stuck, potentially causing it to speed up and crash. tesla says it's not aware of any accidents linked t

. ♪ if you have wet amd, you never want to lose sight of the things you love.ings should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart attack or stroke associated with blood clots. the most common side effects were blurred vision, cataract, corneal injury, and eye floaters. and there's still so much to see. if you are on eylea or a similar type of treatment, ask your retina specialist about eylea hd today, for the potential for fewer injections. eylea hd today for the potential for fewer injections. >> back now with the total solar eclipse and its aftermath, it took about an hour and 40 minutes to cross north america. but for many, watching it took a lot longer to get home

his struggle with vision loss from amd made me want to help you see warning signs of ga. like straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com - lift the clouds off of... - virtual weather, only on kpix and pix+. . >>> okay, there is a citywide scavenger hunt not for eggs or silly items, there is cold hard cash. to win you had to find one of the 11 rare coins ranging from $250 to $2500. the coin collector came up with it during the national coin week. he says it is just a fun way to teach people about some of the city's history. >> all of the coins are made right here in san francisco. people don't realize in san francisco we are the king of mints. we had first one in 1864, second one 1870, and the one out in the castro valley since 1888. we were there

but specifically, i want to talk about amd, the chip e maker. why do you like amd?e's a couple of technical reasons i really like them, david. it's going to be continuing to be a player in the a.i. as well as kind of the picksshovels part of -- picks and shovels part of a.i.. digging in to help with some of the memory things, the other processer things that aren't graphics processers, although the graphics processers are really strong, right behind nvidia on technical side. so also they have a point in time right now where we've got a very good cycle low that i think we have a good place to buy anytime over the next down of weeks -- couple of weeks that could do really well through the summer. david: okay. d.r., intel, another chip maker, reports after the bell today. they're just trading up, i think investors are waiting to see what the financials look like. but intel is taking billions and billions from this chips act. i'm just wondering, is amd doing the same, or is there some kind of unfair advantage? i always hate it when, by the way, government gets so involve

it is possible charles, that we actually get a great report from amd and we see amd up above $180 andtors know they don't have to worry about the fact that these executives have been selling shares. charles: yeah. sometimes if it is a few bucks no one cares, right? it is called management but when it starts getting 50, $100 million, it does raise an eyebrow or two. obviously i will be thinking about you after the bell when these numbers come on out. danielle, thanks for helping us out with this as always. >> thank you. charles: of course all eyes on the fed as the market slipped on the employment data. very, very sticky stuff going on and of course higher for longer. so we'll ask two of the very best. we have nadia with us and nancy tengler and let me tell you these two women are two of the smartest on the street. they have strong opinions on chairman powell. we'll hear them next. ♪. every day, more dog people are deciding it's time for a fresh approach to pet food. developed with vets. made from real meat and veggies. portioned for your dog. and delivered right to your door. it's sma

when you saw the story, they mentioned intel and amd.e are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time high. what's fueling the rally and how long can the good times roll? we'll shine a light on that and much more next. you're watching "fast money," live from the nasdaq marketsite in times square. in times square. we're back right after this. ♪♪ ♪♪ ♪♪ ♪ ("three little birds" by bob marley & the wailers) ♪ ♪♪ discover our newest resort sandals saint vincent and the grenadines, now open. visit sandals.com or call 1—800—sandals. >>> welcome back to "fast money." retail getting hammered again today. the etf crossing below its 100 day moving average. it is off 9% this month. the biggest laggards include carvana, foot locker slumping almost 6%, dollar general, kohl's and target taking it on the chin. one of the ugliest ch

his struggle with vision loss from amd made me want to help you see warning signs of ga.straight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com salonpas lidocaine flex. a super thin, flexible patch with maximum otc strength lidocaine that contours to the body to relieve pain right where it hurts. and did we mention, it really, really sticks? salonpas, it's good medicine. nfl draft week. we have every pick of the nfl draft this week on abc seven, starting thursday with round one through saturday afternoon. stay with abc seven for a special after the draft show following round one thursday night, 40 niners enter the draft with ten draft picks. wide receiver brandon aiyuk, remember, was taken 25th overall in the 2020 first round draft by the niners. since then, b

. (♪♪) with wet amd, i worry i'm not only losing my sight, but my time to enjoy it.pen up my world with vabysmo. (♪♪) vabysmo is the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments, so i can do more of what i love. (♪♪) (♪♪) vabysmo works differently, it's the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active eye swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. most common eye side effects were cataract and broken blood vessels. open up your world with vabysmo. a chance for up to 4 months between treatments with vabysmo. >>> back now with our series, "a.i. revolution," and a question tonight, can artificial intelligence be used t

nvidia is a huge client, amd is another big one.outsources ships for manufacturing, so there is a lot of chip demands, that is the massive server farms building ai models for companies and that is the driver this year. first quarter looks like a good start. lizzy: we saw intel unveiling its new accelerator to challenge nvidia. what is the ripple effects for tsmc? tim: that's good news because chips will go to tsmc and if not, amd and nvidia will double down and go back with the latest designs. this ai race, everyone will need to turn to tsmc. intel comes out with the new chip, fantastic. lizzy: yesterday we saw tsmc winning grants and loans from the u.s. government. how significant is that for the broader industry? tim: tsmc will not say no to $6.6 billion in grants. another 5 billion is a loan the government will offer. they will have to pay it back. 6.6 billion compared to 65 billion in arizona sounds like a lot of money, it is a drop in the bucket and they don't get that number automatically. they have to hit phases of contracts

open up my world with vabysmo. (♪) vabysmo is the first fda-approved treatment for people with wet amdt improves vision and delivers a chance for up to 4 months between treatments, so i can do more of what i love. (♪) (♪) vabysmo works differently, it's the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active eye swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. most common eye side effects were cataract and broken blood vessels. open up your world with vabysmo. a chance for up to 4 months between treatments with vabysmo. ask your doctor. shake up your shower with a flavor for every feeling. this dove freshens you up. this dove winds you down. this dove leaves you glowing. and this dove keeps you going. so whatever care you care about,

a move would hit both companies and intel and amd shares are moving lower. both down 1.5% in the pre-market. we will continue to watch the story throughout the morning. >>> time for the big money movers. rivian is searching for direction after sinking to a record low with yesterday's losses. this move coming as the ev price wars are heating up for the f-150 electric pickup trucks by ford. rivian is down .50% in the pre-market. >>> and trump media is extending the slide after the company debuted at the end of march, but shares have fallen 35% since then. >>> shares of lockheed martin winning a contract worth $4 billion. the funding is meant to develop capabilities for the missile core command system. the shares are higher right now. >>> first quarter earnings season is officially here. big banks like wells fargo and citi and blackrock are kicking off before the opening bell today. arabile gumede is joining me here in london with the key financials this season. arabile. >> a modest start is what you anticipate particularly for the remainder of the year. you lo

his struggle with vision loss from amd made me want to help you see warning signs of ga.raight lines that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com and headliner was revealed this morning on abc seven at seven. >> we're going to say that the celebrity grand marshal is also going to be the headliner. >> so it's a twofer. >> yeah, on the kaiser permanente stage. >> so what you're telling me is that the celebrity grand marshal is also a singer. >> he is, among many things, he's won an emmy. he's won a grammy, and he's a two time tony award winner. and when you get to honor the 2024 s.f. pride grand marshal for the celebrity caption is billy porter. >> billy porter. yes, i love this. >> yes. billy porter is so much fun. >> it kind of came together yesterday finalizing i

. (♪) with wet amd, i worry i'm not only losing my sight, but my time to enjoy it.the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments, so i can do more of what i love. (♪) (♪) vabysmo works differently, it's the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active eye swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. most common eye side effects were cataract and broken blood vessels. open up your world with vabysmo. a chance for up to 4 months between treatments with vabysmo. ask your doctor. hello, ghostbusters. it's doug. we help people customize and save hundreds on car insurance with liberty mutual. we got a bit of a situation.

it's the only treatment designed to what two causes of wet amd, the nose and i injection don't take it if you have an infection active i swelling or allergic to it, treatments like goodbye smoke can cause an infection or retinal detachment but bys will may cause and temporary increase in pressure after receiving the injection, there was an uncommon risk of heart attack or stroke associated with blood clots, severe swelling of blood vessels in the eye can occur. most common side effects were cataract and broken in blood vessels, open up your world with bovine a chance for up to four months between treatments with proviso, ask your doctor life, diabetes there's no slowing down. each day is a unique blend of people to see and things to do that's why you choose glue to help manage blood sugar response uniquely golf, but need seven, 383882, or visit home served.com. >> that lighthouse correspondents dinner by saturday, april 27th, at seven eastern on cnn all 12 jurors and six alternates have now been seated in the first criminal trial of a former american can president. >> that means that o

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com announcer: it's time to play "family feud"! give it up for steve harvey! [cheering and applause] steve: how y'all? i appreciate that. thank y'all. thank you, everybody. i apprec

advanced micro devices, better known as amd, has unveiled a new chip, based in santa clara, it says it's chip will or -- power ai for companies like lenovo, performing ai tests, including language translation, it will compete against a similar product against nvidia and intel, ai is the hottest topic right now and amd claims it is now the most powerful chip available. >>> trump and trump media, streaming media platform, showing content that other media outlets refused to air, it will first be unveiled on trump social media app truth social, eventually people at home will have the option to stream the news from the tv, it becomes -- comes a month after it began trading, just hours after the streaming announcement, the price of trump media stocks dropped 14%, there is currently no timeline for the rollout of the streaming service.>>> nasa confirms that space debris that had a home last month came from the international space station, part of a pallet dropped in 2021 along with 5800 pounds of aging batteries, it was all expected to disintegrate while reentering the earth's atmosphere but in

you mentioned amd. quickly about amd, that stock reported, i think january 30th. that day it closed in the 180s. it traded lower on the back of earnings. then it was off to the races. we're now significantly lower than we were their last earnings release. some of these things are seemingly breaking down. not because they're bad companies, but because the valuation just got too excessive in my opinion. >> interesting stuff. >>> the f ttc moving to block tapestry's $8.5 billion acquisition of capri holdings. this is news just out here. a deal that is looking to combine three close competitors, tap tapestry's coach and kate spade and capri's michael kors brand. tapestry responding to the move, saying, quote, there is no question that this is a pro-competitive, pro-consumer deal, that the ftc fundamentally misunderstanding both the marketplace and the way in which consumers shop. cnbc.com reporter gabrielle is with us. i know this has been rumored for some time. now we have confirmation, 0 ferbly from the ftc, they are suing to block this deal. what is your initial re

. (♪) with wet amd, i worry i'm not only losing my sight, but my time to enjoy it.ut now, i can open up my world with vabysmo. (♪) vabysmo is the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments, so i can do more of what i love. (♪) (♪) vabysmo works differently, it's the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active eye swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. most common eye side effects were cataract and broken blood vessels. open up your world with vabysmo. a chance for up to 4 months between treatments with vabysmo. ask your doctor. >> harris: we have breaking news now. alex murdaugh has been sentenced on financi

. (♪) with wet amd, i worry i'm not only losing my sight, but my time to enjoy it.ut now, i can open up my world with vabysmo. (♪) vabysmo is the first fda-approved treatment for people with wet amd that improves vision and delivers a chance for up to 4 months between treatments, so i can do more of what i love. (♪) (♪) vabysmo works differently, it's the only treatment designed to block 2 causes of wet amd. vabysmo is an eye injection. don't take it if you have an infection, active eye swelling, or are allergic to it. treatments like vabysmo can cause an eye infection or retinal detachment. vabysmo may cause a temporary increase in eye pressure after receiving the injection. there is an uncommon risk of heart attack or stroke associated with blood clots. severe swelling of blood vessels in the eye can occur. most common eye side effects were cataract and broken blood vessels. open up your world with vabysmo. a chance for up to 4 months between treatments with vabysmo. ask your doctor. >> dana: we have updates on president trump's new photos in and color from our pr

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com ( ♪ ♪ ) ♪ (just one kiss) ♪ ( ♪ ♪ ) with reynolds wrap, cooking becomes so easy you can feel like the chef of your kitchen. easy prep. easy cook. easy clean. reynolds wrap. for abc seven news at 11 tonight. piecing together that terrible crash that killed a husband and wife in truckee. there are life here in the bay area and the legacy they leave behind. plus a warning where you swim. the reason? one county in california is shutting down its beaches entirely during the heat of spring break. those stories and more tonight at 11. well, finally. now artisan creations took over treasure

amd has opportunity to do better than expectations. expectations are pretty low for amd.lenging forward multiple and could have a lot better things to say that intel. intel loss is may be amd's gain. of the half a dozen out there, those are two likely opportunity to give us upside surprise. liz: amazon down 2.6%. it is kind of spinning around. i'm watching a very fast chart here. art, we have just about 40 seconds left. the federal reserve talks tomorrow what may happen at least until the end of 2024. what is your best guess on a rate cut or a rate hike? >> i am guessing we'll have a rate cut, in september, latest. anticipation will be worse than the delivery civil of the message. i think we'll see enough incremental data on inflation before the september meeting. fed is too restrictive at five 1/2. [closing bell rings] liz: art hogan, my friend, b. riley, thank you very much. look at the dow down 564. tomorrow we're all over the fed. you can't miss us. ♪. larry: hello, folks, welcome to "kudlow," i'm larry kudlow. all right, you've got pro-terrorist anti-semitic mob

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com hit in nebraska and iowa, video shows. look at that. a massive twister moving across the interstate in nebraska. the mayor of omaha says the destructive tornado moved through rural farmland and then hit the suburbs. no deaths have been reported, but several people are injured. one person describes the tense moments when the tornado hit their house. you could hear the debris hitting our kitchen floor. we were under our kitchen and the pressure changed. your ears popped. and just in an enormous amount of debris just was falling on the floor above us. wow. national weather service

his struggle with vision loss from amd made me want to help you see warning signs of ga. that seem wavy, blurry, or missing visual spots that make it hard to see faces like this one, or trouble with low light that makes driving at night a real challenge. if you've been diagnosed with amd and notice vision changes, don't wait. ga is irreversible. it's important to catch it early. talk to your eye doctor about ga and learn more at gawontwait.com >>> a beautiful look at the golden gate bridge. if you go west of the bridge into the ocean, people are working to find solutions to a problem in the water. crab fishermen are reeling new technology may put crabbers back in business. the most recent season it was cut short due to an unexpected influence of humpback whales on california's coast. the wildlife departments didn't want to risk fishing gear on the whales. now they are testing the crab traps to help them coexist in the water. the testing is in the early stages and scientist can't move ahead with tests until late spring or early summer but it's some progress there. >>> bird

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com day on the bay parade. that parade showcased more than 100 historic boats. this year's theme was rocking on the bay. the parade started off the coast of tiburon, went down and along the san francisco shoreline. very nice. yes. all right. also very nice. right now we're going outside. live. look over the golden gate bridge. you can see it. you can see it on this sunday evening and looks like, clear skies, but maybe a little bit of haze. i'm not sure. rob yeah, a little here, a little breezy out there. start a boating season. you saw some whitecaps across the water. we had small c

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. his struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com deo for your whole body? that actually works! how do they do it? native combines the best of nature with the best of science to make a deodorant spray with naturally-derived ingredients that fights odor at the source and is clinically proven to keep stank at bay. all day. new homeowner policies in california. if the department of insurance approves a series of rule changes, the announcement came at a public hearing yesterday. insurance companies are asking to be allowed to use computer programs to estimate future risks when seeking price increases. representatives claim that wil

he had amd. i didn't know it then, but it can progress to ga, an advanced form of the disease. struggle with vision loss from amd made me want to help you see warning signs of ga, like: hazy or blurred vision, so it's hard to see fine details, colors that appear dull or washed out, or trouble with low light that makes driving at night a real challenge. if you think you have ga, don't wait. treatments are available. ask a retina specialist about fda-approved treatments for ga and go to gawontwait.com >>> giants score in san diego today trying to take three out of four from the padres in the season opening series. >> but yeah trying is the keyboard there. this got out of hand real quick for the giants. how about the foul ball into the padres' dugout? wilmer flores going over to make the play and whoa goes head over heels and look at this thing. and you think he's going to be seriously hurt. well, they don't know for sure: you see it in the game and left after that half inning and team says it's a shoulder contusion. was out of hand early. here in the 2nd, kim hits a three run hom

new mi-300 chip, they were discussing this at amd's last event, which is a competitor to nvidia, whichlso bode well >> a lot of spending on that infrastructure >>> we'll have a lot more coverage of today's selloff ahead. let's get some show and tell, where we show you a chart and tell the story shares of southwest airlines down 9% after posting a wider than expected loss in the first quarter. ceo bob jordan saying earlier that the company has a lot of work to do to get back on track. >>> we had a strong first quarter, despite the financial results. we had record operating revenues, record passengers, record member adds but we have a number of markets in the -- across our network that are just not performing so we're taking action and further optimizing, we're cutting four cities, and we're restructuring heotr cities and taking other action. >>> welcome back to "the exchange." let's give you a market alert right now. the dow 707 points, it's come back by about half of that to 439, or a 1.1% decline here's some of the movers this hour caterpillar, one of the biggest drags today. the equi

the move lets google compete with chip makers like amd and intel.ntel new 3 chips the chip wars they are indeed heating up and google can position itself as a potential chip provider for cloud customers to rely on ai workloads. google and megacap rifles are doing, axion is google's latest expansion into custom chips which they say is capable of a range of chips to ai-related work. the success of google's custom chips so far has been mixed. gen-ai darlings, they have used google. but it isn't the full hardware/software stack that nvidia has belt and which has helped it retain its dominance. >> that ecosystem -- >> that is really key. >> that ecosystem that they have. >> exactly. and you've got google, right? it already has this cloud infrastructure. the number three player in terms of hyperscalers. aws, microsoft and azure. then you have google. this is a real opportunity for google to gain some ground if they have the right tools. and it's all -- i'm told, about openness and choice. any enterprise that wants to develop their new gen-ai offerings, th

amd is down more than 4% today.is news that china told telecoms to remove foreign chips. >> which seemed like, obviously, a catalyst, but maybe not. some brand new fresh thing that's a needle mover for all of the stocks in the group. it is -- it has been nvidia, amd, and broadcom against everything else. there really hasn't been much conviction in semis in the cyclical drivers. you look at the equal weighted semis it's done nothing for months while the market cap weighted driven by nvidia has really been the big winner. again, these stocks are momentum, they're secular growth, and to some -- and sometimes they're just kind of bau beta and when the market is down they get hit. >> seema moody, oil up, bonds up, dollar up, vix up, gold up, new record again. >> and what makes this interesting, scott, the prospect of higher interest rates does not seem to be stopping gold's rally. we're looking at the yellow metal hitting another fresh high today, trading above $2300 an ounce as investors pile in. gold, now on track for