by the way, jensen was in on that in 2017 jensen knew.had the cards when all wall street -- all of them, finally came around to generative artificial intelligence they were so far behind him we're now in a new age of computing. hence the biggest percentage gain for a giant company in the whole history of the market. ♪ hallelujah ♪ >> the house of pleasure >> nvidia's the rescue mutt in -- well, he's in dog heaven right now. and nvidia the shareholders' base as my late mom would say, they're in heaven on earth frank in michigan. frank! >> caller: mr. cramer. i'm so excited to speak with you. thank you for taking my call >> absolutely. >> caller: first i want to give you a quick tip. go long on the detroit lions this year. they're going to be the nvidia -- >> you're the second person that's told me in the last day i'm going to have to be a believer of that what's going on? >> caller: i initially bought shares in bj wholesale at 28 bucks and have been adding shares on every large pullback and it's been working out pretty good with them growi

uh, c o. jensen, juan declares a new era of confusing. we ask, what impacts the us china ship port quote has on his business. also coming up insurance against destruction, the white home owners in the united states are facing sky rocketing premiums. business dw business on kate ferguson. thanks for joining me. us tip maker and video has briefly at least to join the ranks of a trillion dollar company, putting it in the same category as a whole. amazon, microsoft, and alphabet grease. the search in value which so it hit the trillion dollar mark for retreating again. slightly comes 2 days after seo jensen, juan appeared at the comp you tex, trade show, and type pay, where he describes the industry as being at a tipping point. it is primarily known for its high powered graphics cards for gamers, but this here, it's market cap has more than doubled due to rising demand for a specialist chips for running a i applications. here's how long described for he believes the industry is at right now. this is really one of the 1st major times in history

then there are some comments i'll be looking for from jensen haung and china.rday the u.s. tech industry is in for enormous damage if china doesn't rebound. intel down 14%, amd down 22% yes, ai is the high. yes, ai requires the h-100 chip from nvidia, but will that be enough to drive growth in the quarter and in the subsequent quarters in the near term? >> we can't wait to see you in "overtime. we'll see you in a bit kristina partsinevelos, get ready for what's the biggest earnings report of the season. mike santoli, bespoke always has great information. the stock nvidia, has been up 90% plus in the six months leading up to an earnings report five other times on the five earnings reaction days that followed, nvidia was up four times out of the five. huge moves and not really a sell on that news. >> no. momentum is a real phenomenon in markets, both price momentum and fundamental momentum and story line momentum. i think that's one of the things it tells you what's fascinating is the way this stock has so massively repriced at a time when earnings in the current

this is jensen huang talking about a.i.n the call last night. >> we've seen in a lot of places now that you can't reasonably scale out datacenters with general personal computing and that accelerated computing the is path forward and now it's got a killer app called generative a.i., so the easiest way to think about that is your trillion dollar infrastructure, every quarter's capex budget would lean very heavily into generative a.i., accelerated computing infrastructure, everywhere from the number of gpus that would be used in the capex budget to the accelerated switches and accelerated networking chips that connect them all >> jim, this morning, the goldman desk says it's probably the best tmt print they've seen since zoom in 2020 >> i think that's wrong. zoom in 2020 was aided by illness. this is just brilliance. and the calm nature of this man and his humility is so stark with what's occurring, and even just his -- the way he was speaking in somewhat of a flat way. he will not be in anyone's face, but to translate for ou

but i think that jensen is saying that, as you mentioned, we're hurting ourselves. she's saying, look, we're trying to make it so if taiwan -- the unthinkable happens, we're still strong, which is both republican and democrat position, which is one of the reasons why she's been, david, so successful >> yeah. >> she speaks to republicans i mean, actually, like, hi >> she does, yes not the premier in china >> no. that's -- >> that's also xi. >> i have her on speed dial. >> listen, a thawing would be a very positive unexpected thing if there was one to occur. >> you think it would be positive >> for the markets and business, of course it would this is a number one concern of, as we say, of ceos we've said it many times we heard it here along with now, generative a.i. and how that's going to change your business and what you need to do. but the relationship with china, between this country and the -- well, the relationship and/or

uh, c o. jensen, juan declares a new era of confusing. we ask, what impacts the us china ship port quote has on his business. also coming up insurance against destruction, the white home owners in the united states are facing sky rocketing premiums, business dw business on k. ferguson. thanks for joining me. us tip maker in video has briefly at least to join the ranks of a trillion dollar company, putting it in the same category as a whole. amazon, microsoft and alphabet, raised the search in value which saw it hit the trillion dollar mark for retreating again. slightly comes 2 days after seo jensen, juan appeared at the copy tax trade show and type pay, where he describes the industry as being at a tipping point. and if it is primarily known for its high powered graphics cards for gamers, but this here, it's market cap has more than doubles due to rising demand for a specialist chips for running a i. applications. here is how long described for he believes the industry is at right now.

value which saw it hit the trillion dollar mark for retreating again. slightly comes 2 days after seo jensen, juan appeared at the copy tax trade show and type hey, where he described the industry as being at a tipping point. and if it is primarily known for its high powered graphics cards for gamers, but this year it's market cap has more than doubled due to rising demand for a specialist chips for running a i. applications. here is how long described for he believes the industry is at right now. this is really one of the 1st major times in history. a new computing model has been developed and created. we have now reached the tipping point of a new computing era. the rate of progress, the rate of progress, because it's so easy to use is the reason why it's growing so fast. this is going to touch literally every single industry. now in video as me, he eric wise comes against the backdrop of an escalating chip war between the united states on china, which has seen washington impose export funds on us chips. earlier i asked dw correspondence each in lee how in video c o jensen, one views these

jensen. >> judge judy: thank you. >> byrd: you're welcome, judge. parties have been sworn in.ed. ma'am, have a seat, please. >> judge judy: ms. eckler, you retained mr. jensen, who is an attorney, to represent you in a criminal proceeding. >> yes. >> judge judy: and the criminal proceeding, i gather, emanated from the fact that you placed a call to the police, reporting something that had to do with your daughter. >> yes. what happened is, my daughter was missing about a couple years. and i hired a private investigator, and they found her. and i went there with somebody

they don't talk to jensen.l in control of everything jensen huang from nvidia what by the way -- >> just, do you ever listen to -- he's still in control of everything >> look. i've never seen anything like it, okay i've never seen one person -- look, he is the keys to the kingdom. these cards are gold and no one else has them intel doesn't. nobody so, what do you do if you have a monopoly you get lina khan. it's a natural monopoly. it's like rockefeller. >> the conversation is broadening with huang's comments about intel and whether or not you can have intel compete with tsm to some degree >> could be. i mean, intel makes cpus remember, in the old configuration, 95%, the datacenter was cpu and 5% was gpu. and now it's flipped so, intel really doesn't need so much foundry space they're only 5% in the new world. >> yeah, although they're going to be building a lot more of them >> why, because of gina raimundo chip act i proposed to jensen when i spoke to him last week, i need uses he said, stay tuned. and then, h

jensen huang is in taiwan. he's been mobbed by spectators and people wanting rock star treatment. >> he gave a great speech. nvidia ceo unveils -- he presented use cases which i thought was important. one of them that was really important was the use case of how wpp, the advertising firm is using it i think there were a lot of people who felt wpp was a company that was disenfranchised. why do we need them? no it's the other way very important i thought both his speech and his amazing commencement address really just said, look, everything you thought about computing is over. 5% gpu, 95% cpu is now 95% gpu a lot of people are struggling, including cathie wood with how to value it. >> let's talk about how do you value nvidia the market at the open, if we stay at the current shares, it will be over a trillion dollar market value so we will add another one to that club with the likes of microsoft, amazon and apple. how do you value it? obviously there are those who would say this has gotten out of hand in terms of

they were pals but it doesn't sound like they're pals now >> we have -- >> jensen is one of the mostiplomatic people on earth you saw him with bill mcdermott. people should understand that was a service now -- you raise 50 points there. if you're in the same room as jensen, your stock goes higher >> yeah, kind of like with snow where the ba of a desk says, well, they had a.i. mentioned next to their name last night. >> it is like that there's one that we haven't talked about that has a.i. and cloud, and it's evaluated at nine times earnings. alibaba. >> they did report earnings. stock is up a bit. they're doing a spin >> on their cloud business >> well, parking lt of it, yes >> yeah, but you get a.i., whatever the government will give you in terms of a.i the stock is down? are you kidding me >> i saw it up three bucks earlier. >> that's just wrong david, you're getting their cloud business >> let's look at notes here. >> it's a pure play. >> they're also splitting the company up into all these different components, right? six major business groups. each of which will have an -- will

jensen is not about winning but being a good person.be that's why so many investors don't seem to know about nvidia they're just not promotional enough jensen is running, but being prepared to stumble just like the rest of us i always say there's a bull market somewhere i promise to find it right here for you on "mad money. i'm jim cramer see you tomorrow "last call" starts now >>> hi, i'm brian sullivan tonight risk of extinction, hundreds of top tech minds sound a new alarm on ai. is an investing frenzy worth the risk not on target, the retailer losing 12 billion in value in the last few weeks, now another major store may be in the crosshairs can american business really ditch china? it may not be as daunting a challenge as you think china's kyle bass is here to lay it out. >>> could opec have a surprise up its sleeve? >>> a nightmare on the high seas look at that brutal waves

thom jensen, nbc bay area news. >>> live look outside, the rain returning tonight. you can see the drops on the camera. it's going to be a wet ride to work as well. chief meteorologist jeff ranieri is here with the time line. >> yes, a strange start to may, it's a flashback to february. you can see the current satellite radar loop as it spins around. the storm center is just offshore and it's continuing to push in rainfall. it's just lingering out here. let's get a closer view with a track on the first zone moving north. rain in vallejo 11:28, this is moving to alamo by 11:33, and heavy rain in the mountains moving up through san mateo, 11:26 tonight. i expect the rain chances to continue into tomorrow morning. i have the full time line how long the rain lingers, but i wanted to show you this. san francisco, 32.88 inches this year. ninth wettest season. huge to get into the top ten. number one rank is 1983, 43.75 inches. more looks at rain this week, back in 15 minutes. >>> parents are on edge as thousands of teachers in oakland get ready to hit the picket line thur

jensen wong this week was in taiwan rolling out new products.p sets are seen as the gold standard for training of ai systems and ai also has become the heart of these restrictions that the biden administration is talking about. this executive order to limit u.s. investment and management in chinese ai development and quantum computing. nvidia, jensen wong has reached rock star status as his company reached $1 trillion in valuation this year. keep in mind they get a fifth of revenue, nvidia does, from china. he has got to make that up to comply with the u.s. restrictions coming down the pike. it's a delicate balancing act but we are hearing he will meet with top tech and ev makers in china. not confirmed by the company but were hearing he will meet with tencent, bite dance, lee oddo, byd and others. watch this space, sometime this month. yes, june. paul: bloomberg's stephen engle there and you can catch exclusive interviews on day two of the jp morgan global china summit in shanghai. north asia president and the banks chief china strategist will

. >> nbc bay area tom jensen explains what happened inside the apartment. >> reporter: this is so tragic, in the heart of east oakland just a couple of blocks from fremont high school. the 10-year-old victim lived with her mother and her mom's boyfriend in the second-floor apartment in the 4500 block of bancroft avenue. opd had responded to previous calls for service at the apartment, and just before noon, they got another call, this time it was a report of a stabbing or shooting. >> when officers arrived, they did not see evidence of a shooting, but they did locate a knife with blood on it outside the residence. >> reporter: officers forced their way inside and found the girl with knife wounds to her neck and was unresponsive to life-saving attempts. they found her mom also in the home hurting herself with another knife. >> the mother who killed her is in the hospital, >> reporter: the girls father was of a crime scene as soon as he heard about the incident but his parents lived in the apartment below his daughter, and remainder even after his dad left the apartment two years ago. counc

there is tom jensen. >> reporter: representative justin jones. >> reporter: lots of loud applause is filled the hall as the oakland native and tennessee state democratic representative justin jones had an open dialogue with hundreds in attendance. >> i'm honored to be here with you all today.>> reporter: he and justin peterson gained national attention when they were expelled from the tennessee state house in april after they loudly protested against lot -- gun violence. he is using his new power at the podium to talk about issues close to his heart. >> about not allowing the politics of fear to operate in the comfort of silence. >> we had a chance to talk with him one-on-one. >> a full circle moment. >> reporter: we first talked to him in oakland 10 years ago when he was 17 and protesting the florida shooting death of treva martin. he has led several demonstrations on the issues of gun violence and racial injustice since then, now he is one of the most recognizable faces of the movement or >> we are using the platform to edify the issues, to produce in the first place, to any crisis

and as you heard last night from jensen, the thing that most people focus on is how much the stock is up today. but, believe it or not, based upon the earning revisions today, the stock is cheaper on revenue and earnings, materially cheaper than it was yesterday. it's one of our biggest positions. it has been since december we're not doing anything with it today. this is going to be one of the primitives that drives ai in the same way we think about the primitives that drove the internet itself. >> i feel like you're one of the real thought leaders, brad, of sort of the investing game so for those and somebody like jim, and there are many jims out there who didn't own it, don't own it, and now we're wondering, man, i mean, what am i supposed to do now with a stock that is obviously going to be one of those incredible names as this ai transformative explosion happens? what do you tell people to do on a day like this? >> i love jim's humility and, you know, whether you're playing professionally or playing at home, one of the most difficult things about the investment game is behavioral

thom jensen, nbc bay area news. >>> an explosives factory with munitions.s what sjpd is calling the discovery of more than 100 pounds and chemicals for explosive devices in a warehouse on old bayshore highway. the discovery made by officers responding to a burglar alarm on monday. the owner, this guy of the warehouse was arrested. police say they found more explosives at his home in south san jose as well. >>> a 91-year-old decorated war hero mugged and then thrown to the ground at a bus stop in redwood city. and the thief took his computer, but not his courage. tonight he is sharing his story and calling for more security at bus stops all throughout the bay area. stephanie magallon has the story that's new at 11:00. >> that was my uniform in the front line. >> reporter: 91-year-old roger frye is a war hero. awarded the bronze medal for his bravery, a trait that came back to life as he tried to stop man he says robbed and then attacked him at this bus station in redwood city. >> nobody intervened. i knew it was my fight. >> reporter: it was sunday afternoon

as thom jensen tells us, the pressure is on with the rest of the school year in limbo, with more than5,000 students, teachers, and their families. >> the best news that we can give to parents and students tonight that there are efforts to bring both sides into mediation to hammer out a deal. but there was no bargaining tonight. more than 3,000 union teachers and support staff get the picket lines in day one of the oakland teachers strike. >> oakland is a union town! >> her family joined the teachers on day one of the strike. >> oakland educators are raising the next generation of our youth in oakland. and we want them to stay in oakland. and we want them to stay in ousd. >> reporter: and she may join the teachers when they go back on the picket line in the morning. >> we're going to be in solidarity with them and support how ever we can. >> reporter: one of the lead negotiators for the teachers union says her team not only hasn't received a meaningful contract proposal in writing, but they also just learned they've been bargaining with negotiators from the district who are powerless t

anyone that would listen to jensen knew he had something special. people weren't listening some is he's inherently non-pro non-promotional. we couldn't see what he was saying, our brains aren't big enough. >> as for altman, david, it takes you back to musk altman is expected to tell regulators, at least the senate, that regulation is essential curious to see if his view dovetails with musk's. >> musk is amongst a number of leaders who called for a pause in the development from at least right here in terms of chatgpt 4. he is potentially launching his own service of some kind, xai. he was one of the most, if not the single most important investors in open ai yes, there's no doubt this is an important area to discuss with him, not the mention, of course, he's shared concerns that i have certainly shared as well in terms of what does this mean for humanity including will it actually be the end of humanity. so, yeah, just a few things to discuss. >> david, on that issue, jensen will tell you there -- everyone is working on guardrails i think in darker m

when jensen huang presented, i walk in a room and a guy says, hey, i'm cramer.'m cramer jensen said he spent all weekend developing the philadelphia accent which he said was hard. by the way, remember how she felt >> the hbo show. >> kate winslet. she did a great job. >> i have to tell you, he was not concerned. he was more concerned about using the product for good and eliminating waste because that's what nvidia cares tremendously about. you couldn't detect whether it was me or not. >> how about the op-ed from pichai, pushing back on the idea that people want to make this about a competitive race, google versus microsoft that's not the most important thing going on. >> the google numbers are good, bing numbers are okay. i can argue that -- alphabet stock fully reflects the idea that it's not a two-horse, three-horse, four-horse. david, it's anybody who has the technology the going to find ways to make it so it's exciting >> don't forget, meta has released it in an open source fashion so there are people who can build on what has already been the computing powe

cited two things. >> jensen huang the ceo. >> they're just not a complete platform they're a networking, compute, software platform which is generative ai in a box b, we talked about the trillion dollar market that's going to update their entire cpu base that's the discovery information for the market that is driving the stock today. it gives you duration to the earnings >> everybody is thinking the same thing is it justified. what's the ramp look like moving forward? sure the stock could pull back from here. that was one of the views of stacy raskan who we spoke with take a listen. >> at some point we'll get di j digestions if you think about where we are, we're very early in the terms of both ai and accelerating computing. it's just getting started now. >> hard to put your arms around that concept it's just getting started now when you've witnessed, and we all have, witnessed these shares in all these companies go crazy. >> we spoke about this in prior weeks that we were in the early innings. think about the competition that these companies have from an investment perspective there's

"today in the bay's" thom jensen has the story. >> reporter: there were some tense moments for peopleing on this part of bosworth street, as they knew police were negotiating with an alleged armed prowler inside a home here. after hours of talking to that suspect, they say there was a sudden burst of gunfire. [ gunshots ] >> reporter: an nbc photo journalist was on the scene monitoring negotiations when shots fired. they heard three shots echo throughout the neighborhood before 6:00. >> i thought it was like five. >> reporter: 2:30, police responded to a report of a prowler inside a home across the down the street from mcfarland's house. an sfpd negotiator was there within minutes, and mcfarland said patrol cars kept rolling in, and officers taped off two city blocks with crime scene tape. >> it escalated with all the vehicles and the teams and ambulances. >> reporter: sfpd public information officer says the lone male adult suspect refused to comply with orders to drop the gun and leave the home. >> officers had been negotiating with the suspect for 3 1/2 hours. >> reporter: officer

. >> but jensen huang made the point to me, when i was at nvidia last time, that zuckerberg totally in mix, that there's just no doubt about it that instagram, zuckerberg, all use jensen, trying to figure out how to integrate what jensen's created this company reports this week, and we're going to find out that jensen huang is having unbelievable numbers a lot of analysts have gone way ahead of what i would like the company to do in terms of what the expectations are zuckerberg's spending time where he needs to spend time this is where the money is and i think it's the money where instagram is being reignited reels has got tiktok on the run. i think this is a brilliant move by him, and yes, they'll still spend a lot of money on metaverse, but they won't spend a lot of time. he won't spend a lot of time i want to know whether new york needs anybody. i understand they have a big real estate footprint, and if they want to get out of it, we know that these contracts cost a lot of money to get out of, but why do they need anything in new york that's what i keep hearing nothing in new york.

for jensen's gpus, not 15 billion, almost 100 billion on a single chip. >> oh, my god. >> much of thatmes from applied >> do we have enough engineers in this country to help you? >> i think that's another big focus for us with this high velocity innovation center the super power of the united states is our university system. if you look across the tech ecosystem, most of those leaders, many of those leaders, some from the united states, some from outside the united states but the majority were educated in the united states. so this is our super power that's another big focus on this innovation center, we'll connect not only with the entire ecosystem and our customers, we will accelerate that super power of the university system for the u.s. and create this tremendous pipeline of new talent. >> i know a lot of people are cynical about the government but this chip sack seems like it's a great thing to keep the intellectual property we have in our country and do great things with it. >> no question it is a catalyst so i think there's two things. one is where you build chips so i think hav

thom jensen, "today in the bay." >>> 7:11 right now. still to come on "today in the bay," with summer approaching, a new message from san francisco health leaders. coming up, the details behind maman: i'm not slowowing down anytitime soon. coming up, the details behind their vaccine recommendation. that's why i tatake osteo o bi-flex evevery day. maman: i'm not slowowing down anytitime soon. coming up, the details behind their vaccine recommendation. it''s clininically shohown to improrove joint comforort in 7 dayays, and contntinues to improvove over timime. kinda likeke us. osteo bi-f-flex. because i'i'm madede to m. >>> welcome back. 7:14 on your saturday morning. beautiful look at the sun shining over walnut creek. today will be the warmer of the two day on this mother's day weekend. cinthia pimentel will have your full microclimate forecast in a few minutes. >>> first, the world health organization just ended the global monkeypox or mpox emergency this week, but the city of san francisco is still embracing for -- bracing for a summ

and i was a little taken by surprise, because jensen is someone who's about the environment.e's about eliminating waste he's about kind of, i would say, a person of great conviviality you saw that this week with the ford interview but the essence of facebook is combat and what he said to me was, look, there's more to it than that, and that he talks to zuckerberg regularly, and i think that zuckerberg didn't even know where it was going, but just felt it was something he had to do >> we also, when we talk about this idea of regulation around it, when you release something in an open source manner that has that kind of -- that then allows the entire -- anybody at home to start, who's got expertise, to start building on it -- >> well, david -- >> this thing is completely out. musk said the other day to me as well, the idea of a pause, i just signed on to this thing i never thought they'd really pause. >> how about the musk part where he talked about the change in google it went the opposite that was a very powerful moment. >> yes he and larry page don't see eye-to-eye is what he

earlier this week in taiwan nvidia ceo jensen huang said their test chips, quote, look good, and thatmall but significant signal to markets that pat gelsinger's grand ambitions may be working and the fact it comes from huang could do no wrong in investor's eyes, that is key here, too. it's a comment likely to please investors and lawmakers alike. intel is, of course, an american company. it could bring advanced chip making back home seen as a national security issue and counter the current dominance in samsung. now, to be clear, all we got from nvidia and huang was a small vote in confidence "the journal" reported they explored intel as a manufacturer but then backed off. nvidia, though, is america's most valuable semicompany. we were talking about it day after day, the latest entry in the club its business may ultimately matter more and it may pave the way for other companies that are also in need of chip supply chain diversification bringing that manufacturing back to america which intel wants to do. also helping shares today, carl mentioned this, comments from the cfo saying he exp

in oakland, tom jensen, nbc bay area news. >> thank you. what about the students in all this?at home while others are learning in a different type of classroom. take a look. some are attending so-called solidarity schools set that by strike supporters. the makeshift supporters are in churches like this one. for many parents, these sites are a necessity for childcare. >> this isn't the fault of the teachers. this is something that is happening across the country. and we need to really think about ways to make meaningful change so we're not here every couple of years. >> at least 100 kids are now attending classes at five different solidarity schools throughout oakland. students tell us they support the teachers. they want to go back on campus with just weeks before the end of the schoolier. >>> hundreds of people in the college town of davis gathered tonight to mourn a student stabbed to death. that memorial just hours after an oakland man and a former uc davis student face a judge accused of a deadly stabbing spree. here's audrey asistio. >> reporter: thank you. a somber frida

thom jensen spoke with witnesses. >> reporter: there were tense moments for people on this part of thet as they knew police were negotiating with an alleged armed prowler inside a home here. after hours of talking to the suspect they say there was a sudden burst of gunfire. an nbc bay area journalist was monitoring it. >> it sounded like more like five. >> reporter: 2:30 this afternoon, police responded to a report of a prowler in a home across and down the street from her house. an sfpd negotiator was there in minutes and patrol cars kept rolling in. >> it was escalating with the vehicles and tack team and ambulances. >> reporter: the lone male adult suspect repeatedly refused to drop his gun and leave the home. >> officers have been negotiating for 3 1/2 hours. >> he couldn't give more details, but after the long negotiating period, at least one officer fired. life saving medical aid was attempted. >> the suspect was declared deceased at the hospital. >> reporter: police will have no details in a town hall in the next ten days. nbc bay area news. >>> they made a mistake and just didn

i understand initially they may have gone to nvidia and jensen huang has got partners, so i just thinkor this type of thing that alphabet, maybe it's got going for it >> google io is today. we'll be watching for news for developers >>> debt ceiling, by the way, the showdown continues the president and leaders met yesterday to discuss raising the limit as they seek to avoid a potential default as early as june, but he and speaker mccarthy do remain at an impasse. the speaker insisted on tying spending cuts to an increase officials have agreed to resume talks on friday, and more importantly, guys, the staffs will meet with even more frequency. that's lending some, i don't know, is it reassurance? probably too strong a word >> i think that the president dropped this 14.4. you look at the fourth corollary of the 14th amendment, it just says, basically, whatever the president wants to do on this, you must do. this is lauren stribe, whom i studied with at harvard. he's a brilliant man what he did was he changed his mind from 2011 >> i referenced that the other day. >> you've got this so righ

think the right way to look at it it's one quarter of $4 billion beat on their way to, you know, as jensen huang talked about, it needs to change over the next -- i don't know how many years. that's a very different calculus yeah, there's a lot of hype in the stocks, for sure it's reminiscent of, you know, a 3d printing bubble or some other bubbles, but in terms of the a.i. bubble, i think that -- it will become a bubble, i don't think it is yet. i think there's more to go i feel like we're early-ish on, and, i mean, you know, just -- if you look at what they announced -- not even their earnings, their new super computing ability -- that's the cloud on steroids at the beginning. and so, i -- you know, could it trade down 30, 40 points, up 30, 40 points, yes, it could but i think there's a lot more runway than just what happened in the last three months unwinding. i don't believe that's the end of the story >> here's what our friend over at bank of america merrill luynh put out this morning this is a new bull case for stocks guy. do you buy that thinking >> well, i mean, that's been the thi

tom jensen was there. >> reporter: warriors fans brought to their feet. team colors flying as the steph curry performance propelled the team to a 20-point win against the kings. it was more than curry's scoring. golden state had a dominant second half of rebounding. >> the sacramento kings fans are cocky. they could become a rivalry. but it's somebody who wins championships. >> reporter: two of a handful of kings fans present in a sea of warrior blue and gold in thrive city said their team proved a lot by taking the nba's defending champs to a game seven showdown. >> we don't need to win the championship. we are all in their head. check out all these people around me. >> it's the start of a rivalry. >> reporter: they have a long history of playoff battles. that tradition continues next week as they journey toward a fifth nba title in eighth seasons. the warriors are the team with home court advantage, game one against the l.a. lakers, right here at chase center tuesday. >> we have another photo to show you. check out this video. very happy steph curry hun

thom jensen, nbc bay area. >>> thousands of healthcare workers are planning to walk off the job. they organized a five day strike with good is a mar than hospital and regional medical centerment they claim management is threatening and intimidating employees who raise concerns about short staffing and low wages. the hospital's management releasing a statement saying the strike is reckless and unnecessary and not in the interest of patients. the strike is expect today begin next monday. >>> legal maneuvering. court motions. another twist in the years long legal battle for elizabeth holmes. she will be putting off prison again. her lawyer filed a new motion in the case. now the state has 21 days to reply and then once more, holmes' attorneys have another 21 days to give a final response. this takes us to late june, the soonest holmes will be likely to begin serving her 11-year prison sentence. today, san jose began clearing out a major homeless encampment along coyote creek. crews began moving the estimated 200 unhoused residents living there. happening along a four-mile stretch of

. ♪♪ >> reporter: in lafayette, tom jensen.. >>> a symbol you can see for miles to honor fallen service members on this memorial day. at sunset in danville, they lifted a beacon on top of mt. diablo to honor the men and women who served in the military. the beacon will continue to be lit on pearl harbor day, veterans day and memorial day day indefinitely. >> institutionalizing this, partnering with the town of danville to turn that beacon on. your children and grandchildren will see that beacon every memorial for years to come. >>> that beacon was originally lit in 1928 to guide pilots into the bay area. it was turned off the day after pearl harbor was bombed in 1941. for fear there could be an attack in california. >> at the presidio, a wreath presentation and a flyover by the u.s. coast guard. member speakers participated in this event, including former speaker of the house nancy pelosi. it was also a powerful day of tributes in the south bay. more than 500 people gathered in san jose. a solemn tribute to fallen soldiers. the

flores live in sacramento and outside chase center where dub nation is celebrating tonight with thom jensen. >> reporter: they were definitely loud and live at thrive city moments ago. cleared out right now. this is the first time these two northern california nba teams have faced off against each other in the playoffs. there was some talk before the game today about a rivalry developing between the warriors and the kings. much like the warriors and the lakers have. but they may have been silenced at least until next season with this next win and the warriors will move on to the second round. 2,000 people, nearly all of them warrior fans, roaring with victory cries at the watch party as the warriors punched their ticket to the second round. dub nation had a lot to cheer about in the third quarter as the warriors turned a halftime deficit into a lead that only grew in the fourth. it was the first playoff showdown between the two northern california teams and game seven was just like the previous six. moments to celebrate for both teams, but the playoff-savvy warriors were too much for the yo

>> well, i remember that it was really bad and i remember that we had to go to jensen beach for a coupleot to go back on the island and stay at a friend's house, we were like, oh my god, what happened to the island >> the storm was scary and caused a lot of destruction. but despite the fear, this community has persevered how did you do during the storm? >> i feel like i did pretty good. >> you're pretty brave >> ft. myers beach elementary school was badly damaged by the storm, forcing the students to relocate this year even though you're in a different building at school, you guys still stay together and are still very close how do you do that >> stayed together like we're a family or a group. it's really nice. >> the kids received an outpouring of support from schools across the country. >> they make me feel really happy, because they were showing support. i'm just happy that everyone sent a letter. i needed that. i think a lot of other kids did too. >> i'm happy to say that our hearts are healing. >> healing partly through music. >> i think when we came back from the hurricane and i re

. >> jensen huang could come out and say ai a few more times.arter, for those who didn't see "fast money," what do you see in the charts here? did you want it -- when a stock makes such a big jump, is it possible that they've entered sort of a new range higher >> oh, sure. so if you think about any major rerating, when a stock drops and gaps 20%, an fda miss, mor people dying than living from the drug, or pops like this, up, it's a rerating. the stock has been -- and rightly so, because of news. i think they had -- sales were 60% above in the quarter what wall street was expecting. the question, though, is once you've been rerated, not 3% or 4%, 25, you typically stop there. when a stock drops and gaps that much or rises that much, it starts to churn. on an intermediate basis, and you notice that nvidia is really where it was yesterday, yesterday was the news, didn't do much today, it's likely to be here for quite some time, many, many weeks at least. >> well, brian, a little bit of a different experience here, you laid out a trade on nvidia las

in the same time, he beat the chinese jensen wayne.s is the women's tournament match, tennis association. gudermes reached the semi-finals of the wt-100 category tournament. for the first time in a row and personally repeated the record in such competitions recently at a tournament in madrid she lost in the semi-finals to the first racket of the world and oshvetok from poland kudermetova 26 years old. she occupies the twelfth line in the world ranking and has one wt title in singles now for basketball kazan basketball club unik sadik beat krasnodar lokomotiv kuban in the fifth match of the final series of vtb dynamics and became the winner of the league for the first time details. alexander abramov has kazan a champion not only in men's volleyball, but now in basketball for the first time in the history of unix won the vtb united league for the first time in the history of unix champion of russia championship guys. another cheer for me, but for someone the first and this is a great achievement, because everyone wants to become a champi