darling and just shipped its first grace blackwell system. enterprise ceo antonio nari joins us next to tell us how the top tech partnership is playing out, and why the stock is falling dramatically today. the "clayman countdown" is coming right back. that's why at fisher investments, we keep a disciplined approach with your portfolio, helping you through the market's ups and downs. (husband) what about communication? (fisher investments) we check in regularly to keep you informed. (wife) which means you'll help us stay on track? (fisher investments) yes. as a fiduciary, we always put your interests first. because we do better when you do better. at fisher investments, we're clearly different. after last month's massive solar flare added a 25th hour to the day, businesses are wondering "what should we do with it?" i'm thinking company wide power nap. [ employees snoring ] anything can change the world of work. from hr to payroll, adp designs for the next anything. tracey from lillie's of charleston will watch 60 contestants eat 60 hot wings a

we have some sense of that from expectations around blackwell but in terms of broad use case of a.i.rate spending on a.i., that timing is tricky and as we think about an environment where they may be a hesitancy for corporations to extend into long-term investment opportunities, that will pull back demand for some of the a.i. applications that we would really like to see be part of the at and that makes the timing be more in question and it's that uncertainty that is helping drive prices lower. i'm expecting the sell-off to show in valuations. but if i'm looking at technology, the s.e.c. looks to be in one of the more expensive desk aisles. so though we have the sell-off, it's size appropriately to hang on to it. i think so it's a justifiable argument to move in. jackie: one of the other things that we're seeing is perhaps more discernment for investors for companies that are not as diversified. is that going a longer, lasting trend? marta: that's possibility. a related topic that is top of mind for people is moving from the picks and shuttles to those that are putting a.i. to use in

a buying opportunity, not a long-term concern, there's a 15 to 1 demand to supply ratio for the blackwellns deep seek might be leveraging nvidia chips, to produce its own ai. that's all positive for nvidia and this is a good entry point. maria: 90% of advanced semiconductor chips are made in taiwan. think about that. these advanced semiconductor chips are needed for the us military, for important technology and offer progress and protection of the united states. how are you going to leave 90% made in taiwan? i don't think you can have that. >> got to admire him for doing it because everyone turned a blind eye to it, it's okay, what happens in taiwan will be fine, it's a trading partner, this is leadership, this is taking control of the problem for military, industrial, our economy even if it causes short-term pain the reality is the right decision. maria: we will leave it there. come back soon, good to see you, thank you so much, shayna. chris, we will take a short break and have a lot coming up, stay with us, we will be right back. [sofi mnemonic] can a personal loan unlock your ambition

. >> about blackwell. >> is better today than it was. >> at last quarter. >> it stands to.n that with blackwell. >> and. >> with. >> all the new. >> data centers going online. >> we're going to have a. >> fairly great year. >> we have a lot of demand for ai right now. i would tell. >> you. >> that at this stage it could change. but at this stage, if we had more capacity than. we already have and we have a lot, but if we had more capacity, we could monetize it. >> so that was nvidia ceo jensen huang and amazon ceo andy jassy talking with cnbc last week about their optimism around ai and the chips needed for that tech. however, investors are not feeling quite the same, with the number of semi players getting hit this week set to continue their slide today, adding to an already tough start to the year. welcome back to worldwide exchange i am frank collin. coming up this half an hour. the headwinds our next guest says could put even more pressure on that once red hot trade. but first let's get you ready for the day ahead. let's start off with the markets under some pressure thi

and food shows it is especially joined the muslim holy month of ramadan mos as accusing as well as blackwell and the violating the cease fire agreement as well as the prime minister. benjamin netanyahu says that the decision to hold 8 and to gaza was coordinated with the trump administration. how couple assume is in con eunice in southern galls or, and it has the latest on the situation on the ground. the is ready for administer benjamin and yeah. who has taken a decision that stipulates the suspension of all humanitarian aids entry into the cause of stress. this decision has been widely met with contamination domestically and internationally, saying that it has been used as a bargaining chip to gain more political leverage. that will absolutely do used to fly as the stability of deceased by agreements civilians. he already facing very dramatic humanitarian situation. and now we have seen that once this decision has been practically translated on the ground, we have seen that prices have sized dramatically here in garza and civilian site to the great concerns over the sustainability of the d

the withdrawal from us issues is one of quote cheap blackwell. over its blow, okay, those who bad turn a that is mean the ages to intervene while egypt cheaper and then the dish ations condoned as well as decision as the muslim world. tomorrow the beginning of the whole, the month of ramadan passing is in gauze and gathered together if among the revel among the guy who might as a situation, locals live in uncertainty and fear. well, that's now discussed. this with professor saw the nimble as i said, he's a vice principal sciences i've been, is it's university professor. thanks for joining us here today. now, israel has blogs all a supplies into gaza suppressed to how mazda into, exceptionally us true is fine, but we'll see will reaction to this a good evening for you and all you are the ones. wait, i repeat that at the buttons that anthony who was facing government and this is a little pressure, rising him to go ahead with these kinds of actions against a better team. use the 1st phase, it ended the how much did not break any of the auditors in t

with nvidia midyear aided by blackwell because the demand is there, the production can start to beat and raise by larger amounts. ultimately, that has to happen for these two start to outperform again. jackie: thank you so much for joining us. we are watching shares of pinto duo down by 3/10 of 1%. this is the parent company of tium -- timu. these are strong results attributive to beijing's policy though the shares are clearly reflecting some anxiety about how president trump's tariffs on china could dent e-commerce sales overall. caroline: more tech leaders set to meet with president trump as his administration eyes a repeal of the chips act. this is bloomberg technology. ♪ only the servicenow platform connects every corner of your business, putting ai agents to work for people. like secret agents? no, more like autonomous minions that you control. to do what? well, jim's agents resolve simple customer issues. and patty's agents flag network problems. - proactively. - yup. i'm lovin' my agents. wait, you all have agents? oh yeah. and on the servicenow platform, everyone's agents wor

blackwell and others as, you know, what we are seeing globally going into artificial intelligence really seems to be on a course to continue unabated. and this actually fits in with donald trump's own vision for artificial intelligence. he wants to make sure that the u.s. remains dominant in this area. even by having a foreign flag and owned company like tsmc in the u.s. expanding, that does fit his vision, one year before the election, i've having companies from a invest in the united states. romaine: alright, mike shepard, our man in d.c. as we await the press conference by donald trump, scheduled for 1:30 p.m. out of washington. the semiconductor index is on the rise, now straddling the ride between gains and losses get no help from nvidia, no help from tsmc, but you see a lot of the other names rally here into that session. lam research, intel among the big gainers. let's bring in fiona, citi's research analyst. i'm wondering about where it will come from the next leg of this chip/ai trade. where does that come from? fiona: we seen a difficult start to 2025. we seen that it reflected

servers due to the shift in timing from nvidia with the blackwell cheaps. so -- chips. that inventory and now discounting to get it out the door. stuart: okay, got it. i remember when walgreens was an absolute giant, and now they're going private. they've got a deal with, what is it, sycamore partner, i believe. >> 10 million take private which values the company9 a almost $24 billion. i think the ceo sums this up perfectly when he says to make progress on our ambitious turn-around strategy, it's going to take time and focus, and it is much better managed to do that as a private company out of the public eye. stuart: deal with locking stuff up to avoid theft. deal with that, please, and you might have a chance. thanks so much. we'll see you on "the big money show," 12 noon today. you still have time to send in your friday feedback. yes. it's friday morning. we do the feedback thing in a couple of hours. send your views to varneyviewersfox.com. short and pithy, please, as usual. >>> do you remember this? the media swore there was nothing president biden could do about th

i'm omar jimenez in for victor blackwell, 99 pages. and a pitch is one we're talking to pitch to keep the government funded through september 30th. house speaker mike johnson formally unveiled the funding plan, and it's got president donald trump's seal of approval. but it may not win over any democrats. cnn's julia benbrook breaks down the chances of that stopgap measure making it to the senate. >> omar. house speaker mike johnson is outlining his plans for a stopgap measure, known as a continuing resolution, that would keep the government funded until september 30th. but he is facing a fast approaching deadline with a potential government shutdown looming this next week. president donald trump has expressed his support for johnson's plan, and he is calling on republicans to rally around it. taking to social media to write, quote, the house and senate have put together under the circumstances, a very good funding bill. all republicans should vote in parentheses, please, in all caps. yes. next week. but johnson leads with a very slim m

saturday, march 1st, i'm victor blackwell. here's what we are working on for you this morning. >> but what specifically do you want to see president zelenskyy apologize for? >> well, apologize for turning this thing into the fiasco for him that it became. >> reaction coming in from around the world after that fiery oval office showdown between president trump, vice president vance and ukrainian president zelenskyy. we'll tell you what we're hearing from world leaders and what zelenskyy had to say about that meeting. there are new details this morning about pope francis's health with the vatican is sharing about the pope's condition after he had to be placed on a breathing machine on friday. >> an initial interrogation was conducted of mr. hackman's pacemaker. this revealed that his last event was recorded on february 17th, 2025. >> and this mysterious case of the death of gene hackman and his wife. we're getting some new details that hackman may have been dead for several days before it was found. what they discovered during a

while yes, director blackwell did introduce it as an idea it really didn't gain any traction until deputydirector orth working with city hall actually got the legislation over the finish line. you know, as some of the men excuse me commissioner, the i don't know about the developer copy i'll let general counsel morales answer that question. as for the businesses that have been displaced, all businesses that were displaced have received certified it bs have they used them? no. but did they receive certificates? yes i have certificate numbers for every single one of those businesses links are looking for and confirming contact information. did that happened before the copy committee was established and while links is finding descendants the descendants are not they're not in our purview because we are in a wind down form so we concentrate on the original displaces a's and c's descendants are there individuals that we're locating as we're trying to find original displaces the average names for copy holders again who applied for housing it was 44% ami yes there were no individuals who rented

i'm victor blackwell. here's what's happening this morning. up first, ukrainian president volodymyr zelenskyy is meeting with european leaders at a critical summit today. he's working to shore up support for a peace deal. after that, public oval office argument. we'll share what we're hearing from those leaders coming up in a live report. plus, an ohio woman says that she was discriminated against at work because she's straight. the fate of her lawsuit now rests with the supreme court. hear what the justices are weighing as they are making their decision. plus, shifting religious views. a major new study says that fewer americans view religion as a major part of their lives. hear what researchers are pointing to as the reason for that decline. >> there are going to be incredible surprises on the show this year, some. >> of hollywood's biggest night, the oscars, will happen with a few notable changes and some big performances. we'll tell you what to expect. that's coming up. ukraine's president zelenskyy is expected to receive a major show of s

i'm victor blackwell. here's what's happening this morning. first up, ukrainian president volodymyr zelenskyy is meeting with european leaders. this is a critical summit that is happening today. he's working to shore up support for a peace deal. after that public oval office argument. we'll tell you what we're hearing from those leaders that's coming up in a live report also developing right now, israel has blocked entry of all humanitarian aid into gaza after the end of phase one of the ceasefire deal with hamas. we'll tell you what israel demands before they'll allow aid to move in again, and how hamas is responding. and former new york governor andrew cuomo, he is working on a political comeback. he's announced a run for new york mayor, why he believes he can win after a scandal forced him to resign from office more than three years ago. plus, more than 50 million people are facing a threat of severe weather outbreak this week. what to expect as this powerful system sweeps across the south. >> y'all stuck the landing. we're on the moon. >>

victor blackwell has the day off. we're going to start with new reports about a blowup between two of president trump's biggest advisors and how the president is dealing with it. plus, how much longer could the u.s. department of education exist? the president could soon start the process of eliminating the department. plus, undocumented migrants deported from the united states to panama. i'm going to talk to the lawyer who is fighting for them now. >> and storms developed overnight. we've been looking at several severe thunderstorm warnings in and around the dallas area. we'll talk about what other cities are under the threat for severe storms coming up. >> so there are reports of unrest in president trump's innermost circle. a new york times report says secretary of state marco rubio and presidential advisor elon musk clashed in a private cabinet meeting this week. now, president trump told reporters last night no clash and that the two get along great. but the new york times maggie haberman tells cnn's jake tapper

victor blackwell has the day off. we've got a lot to get to.re going to start with investigators in new mexico now say a rare disease claimed the life of gene hackman's wife in their new mexico home days before the hollywood legend died himself. we're going to have the very latest. and new russian attacks on ukraine as airstrikes killed nearly two dozen people and injure 50 more. plus, new information on the health of the 88 year old pope, who has been in a roman hospital hospital for three weeks. >> and new storms have fired up overnight. we'll detail where a lot of this severe weather is forecast to go as we head through the rest of the day. >> but we're going to start this morning with new details in the investigation into the deaths of actor gene hackman and his wife, betsy arakawa. now, investigators say the two died of natural causes, ruling out any foul play. but officials say hackman likely died of complications from heart disease. they say his pacemaker last recorded his heartbeat on february 18th. as for his wife, betsy arakawa, inves

it is saturday, march 8th 2025 i'm omar jimenez victor blackwell has the day off. a lot to get to including new details from investigators in new mexico. we now know what killed gene hackman and his wife and just how far apart they died. president trump has a message for canada as he threatens america's neighbors to the north with more tariffs, saying, quote, enjoy it while you can. and a missouri lawmaker wants to pay $1,000 for tips that lead to the arrests of undocumented immigrants. wait until you hear what he tells me. >> and storms have developed overnight, including severe thunderstorms around the dallas metro area will detail what other cities are in the path of these severe thunderstorms coming up. >> now we're going to start with new overnight. the new mexico medical examiner ruling out foul play in the deaths of actor gene hackman and his wife, betsy arakawa. now, officials say both hackman and arakawa died of natural causes. investigators, though, say hackman likely died of complications from heart disease. they say his pacemaker last recorded his heart

we don't need a blackwell, we don't need a sophisticated large language model. others can do it just as good and a lot cheaper than nvidia. that has to put in question the buyer's remorse or future buyers of nvidia right now going forward for what they buy. >> i think the larger question, i don't want to move away from nvidia too quickly, but the larger question is can the tech trade continue without nvidia? can your meta position and your google position be okay without nvidia participating? >> i think so, although they're correlated. for sure. right. they're very closely correlated. and money flows, even if the story and the underlying earnings are there, the money flows will leave them highly correlated still. but so you know i'm looking at. all right. well what can i buy. what's really gotten hurt before i would buy. and i'm long i'm always long. so you know a day like today or last few days really not delightful at all. but now i'm looking at what can i buy. and alphabet is very near the top of the list, right. the valuation is very low, which doesn't count

. >> blackwell being cut by nvidia. >> i actually think it's noise. >> i actually think that. there. that may actually even help margins. >> by the second half. >> but. >> the noise over the weekend. >> was a fever pitch. >> and that could. >> be impacting the stock. >> there's also just a broader sell off in semis and a negative halo over it. >> due to the administration. >> worries over. bags of chips, worries over more tariffs, worries over china retaliating, worries over the. >> ai diffusion. rule that biden put. into place being kept. >> and that. >> rule bothers. me probably the most. >> of. all of them. >> and so. until all those. >> are lifted. >> semis is going to be tough. the ai semi is. going to be tough. but hopefully. >> hopefully president trump's, you know. >> sees that we. need the stock market. >> to. >> work and. >> we need to be. >> a leader in. >> ai. >> semis and get this going again. >> and we'll see. but i know we'll have plenty of time to talk to you about it as well along the way. appreciate today. thanks, ben. >> hey thanks, guys. always a pleasure.

selling systems with the blackwell chips, so through third parties in the region.cusing on allies and foes of the united states if they are not complied with the export controls, and there is a way that they are getting into beijing. jonathan: equity futures valving stateside. in europe, riproaring rally. christopher harvey writing, we would expect a different investment set from the last 12 months, namely rest of the world over the united states, value overgrowth, and cyclicality over momentum. let's start with the u.s. versus the rest of the world. what a rally in europe. christopher: we were there in october and sentiment could not have been worse. everyone wanted to wait for the election. and then bag, here we have it. the real catalyst is, you are starting to get some optimism around russia-ukraine. when you get optimism, you can see an environment where oil comes down, inflation comes down, rates come down. that is positive for europe. jonathan: this is something else potentially, not stimulus dependent. christopher: the administration really does want lower

ahead of when jensen huang reveals why we want to own blackwell and rubin. >> we do. cross. >> that was fun yesterday. >> yeah, the holy sepulcher. i don't know, david. you know, i know you look at the death cross and the golden cross and the. >> and the head. >> and shoulders and the cross. >> and reverse head and shoulders. >> where's the cross of gold? i also. >> like the old double reverse morris trust. that's a good one. >> do you like william jennings bryan more than you like mckinley? >> no, no, it's a. >> big the resurrection. mckinley's dynamite. yeah, i was thinking about, you know, polk well, but then he wasn't any good. >> i just read that you read that book, but i read it about garfield. i mean, that was. >> garfield was dynamite. >> that was a shame. >> garfield was dynamite. that guy was an assassin. was horrible. the williams. my daughter went to williams. he had a cup of coffee. they're horrible. >> i talked to about chester arthur. >> yeah. how about the phone? >> because he took all the customers in. >> i know. >> which is what we. i want that job n

we see blackwell, the chip from invidia still in a shortage position and just ramping and a new one comingo we do see that as a really strong secular growth opportunity. in fact, if you look at nvidia shares here, they're cheap relative to their growth opportunity and relative to the market. so if you're not an owner of nvidia and you have a sufficiently long term perspective, that would be one to take a serious look at at this point. >> yeah, you're not the only one today. citi as well reiterates thereby on nvidia as we bounce off 109 and change. important day joanne appreciate the clarity and insight. good to see you joanne feeney. >> you bet. take care. as we head to break. here's our roadmap for the rest of the hour. the read on retail target and best buy both out with earnings both seeing sharp declines. we're going to break down the numbers. >> plus tech's tumble. the mag seven continues to underperform nvidia which we're just talking about. that's the lowest level those shares have seen since september. we'll discuss of course if there is more pain ahead. >> and the canadian prime m

and i think that's partially the blackwell delay, which. >> should improve. >> in q1. >> and so of. >. >> personally think. >> amazon is the most attractive. >> we have a. >> few different moving pieces for amazon. but most importantly, i think. >> operating margins. >> continue to. >> improve throughout the year for amazon. >> all right don, thanks so much for joining us. we appreciate it. >> thanks for having me guys. >> see you soon. >> all right. coming up president trump covering everything from egg prices to immigration. last night's address we're going to get reaction from gop policy chair kevin hern. plus the business of hockey. nhl commissioner gary bettman is going to join us for an exclusive interview. you're not going to want to miss. stay tuned. you're watching squawk box. this is cnbc. >> at ihg. >> hotels and resorts. you can stick to the agenda. >> or experience. >> something unexpected, all. while earning points for. >> free. >> nights with ihg. one rewards. >> with ihg. 19 hotel brands, you can guest how you guest. >> explain 17. years of outperformance in 30s. >> it

. >> blackwell and also. >> blackwell and also. >> political commentator. >> political commentator. >> jonathan lyth. >> jonathan lyth. >> on today's . >> on today's. >> on today's. >> show. reform uk civil war continues as rupert lowe has the whip removed following. threats of bullying accusations. lee anderson. says reform. >> uk. >> uk. >> cannot function with rupert lowe as one of its mps. >> we'll have the latest on that developing story. >> for the. >> for the. >> great. british debate. >> great. british debate. >> i'm asking have you lost. faith in reform? >> the poll is. >> the poll is. >> up on gb news. >> up on gb news. >> com let. >> com let. >> me. >> me. >> know what your thoughts are. >> know what your thoughts are. >> as rupert lowe. the row with rupert may made you lose faith over nigel farage's party. and in my. >> girl meghan markle. >> girl meghan markle. >> she's back. >> she's back. >> let's go. >> let's go. >> yes, her netflix. >> yes, her netflix. >> show with love. >> show with love. >> meghan has been savaged by variety magazine. >> as a forced march. i'll be