this intensifies the stake in the potential outcome of nvidia arm.erhaps increase its say in what kinds of conditions it would like attached to that. do you think that's the case >> no, i don't >> they make the designs and then they have companies they license that to of which amd, xilinx and companies that licensed the designs that arm does so while all these companies make use of the arm technology, it's actually pretty much a level playing field. >> they need it to stay that way. with nvidia being a competitor to amd in graphics and a few other areas, i think they would be concerned, perhaps, about how nvidia would handle that arm acquisition. >> i doubt the acquisition would change the terms of contracts that are already negotiated. it might affect, you know, at built you're doing new deals i don't think it affects any use of arm technology, those are licenses that are already signed so it don't think that acquisition by nvidia could change those >> all right >> we cherish your insight on this chip business, phil thank you. >> okay. thank you. >>

nvidia hopes its tools will be integrated into the big video calling platforms.ne to sign on as avaya. and we are seeing ai tools creep into our video calling software, we have noise suppression in zoom and eyeline correction in apple's facetime. but, for me, the one ai feature i hope they can add next is one that can eliminate unnecessary video calls. that was chris. now, one of the companies that has had huge success during the pandemic is zoom. it may have been founded in 2011 but it's only really been since march this year that saying you're zooming someone has become part of everyday conversation. so spencer has caught up with harry moseley, the company's chief information officer, to find out a little bit more about the zoom boom and how he perceives the future of work. the world changed for pretty much everyone in march and suddenly most of the world seemed to want to conduct video conferencing en masse. i would imagine that the world changed for zoom pretty drastically at that point, yeah? one could say so, i mean if you go back to december 2019, we had n

you want to own nvidia as a stock.and the use of chips and everything we do see, talk, touch, then even, as these supercomputers go into biotechnology and applications for it. now the use of artificial intelligence to further speed along that process, it is only good news, good acquisition from softbank capitalizing on their pain to further consolidate the industry. i agree as long as they will make chips you have got to own nvidia. charles: no doubt about it. they have become the premier name in the space. michael, thank you very, very much appreciate it. folks we'll stay on the rally, including the big movement, the bond market. bond yields are skyrocketing. what does that mean for the economy. certainly what us did mean for your portfolio. the last trades you need to consider before the closing bell. forget about polls, folks. what i'm paying attention to, consumer sentiment and confidence trends. the surprising findings about which candidate americans believe is best for their personal finance. fox news contributor

nvidia hopes its tools will be integrated into the big video calling platforms.aya. and we are seeing ai tools creep into our video calling software, we have noise suppression in zoom and eyeline correction in apple's facetime. but, for me, the one ai feature i hope they can add next is one that can eliminate unnecessary video calls. that was chris. now, one of the companies that has had huge success during the pandemic is zoom. it may have been founded in 2011 but it's only really been since march this year that saying you're zooming someone has become part of everyday conversation. so spencer has caught up with harry moseley, the company's chief information officer, to find out a little bit more about the zoom boom and how he perceives the future of work. the world changed for pretty much everyone in march and suddenly most of the world seemed to want to conduct video conferencing en masse. i would imagine that the world changed for zoom pretty drastically at that point, yeah? one could say so, i mean if you go back to december 2019, we had north of 10 million

nvidia hopes its tools will be integrated into the big video calling platforms.o sign on as avaya. and we are seeing ai tools creep into our video calling software. we have noise suppression in zoom and eyeline correction in apple's facetime. but, for me, the one ai feature i hope they can add next is one that could eliminate unnecessary video calls. that was chris. now, one of the companies that has had huge success during the pandemic is zoom. it may have been founded in 2011, but it's only really been since march this year that saying you're zooming someone has become part of everyday conversation. so spencer has caught up with harry moseley, the compa ny‘s chief information officer, to find out a little bit more about the zoom boom and how he perceives the future of work. the world changed for pretty much everyone in march and suddenly most of the world seemed to want to conduct video conferencing en masse. i would imagine that the world changed for zoom pretty drastically at that point, yeah? one could say so. i mean, if you go back to december 2019, we had

nvidia is not in mobile. this is yet another potentially transformative deal.rything gpu is flying because of the video game supercycle we have a in p.s. and new xbox coming for christmas and all of the new games are requiring more and more of this kind of distributing graphical processing nvidia is the name in all of these massive markets and getting into new ones. for those reasons i've stayed long on the stock. valuation-wise, 45 times earnin earnings, which is roughly in line it not that outrageous the stock has got up a lot but its business is going up a lot, too. it's not this out of the blue thing happening with the stock price, it's reefer fleflecting d execution and innovation i'm long, going to stay long other than to trim a little bit as the position grew too big for the overall portfolio. >> coming up, john has his latest trades in unusual activity as we go to break, take ♪c ♪ ♪ on they pryy y utilitiesyy py pry pry @hawn pelotonk% this quick break. >>> welcome bak peloton shares have raised over 12% in the past weeks. bullish traders are jumping

billion nvidia arm deal hanging on a u.s.be threatened by these calls from a huawei and chinese firms to be seeking curbs on the deal. we have seen softbank erasing gains. on monday, softbank shares neared 20-year highs, so softbank coming under a little bit of pressure. let's take a look at broader markets here, as well. we have japan coming back online, and having a look at what is happening in the nikkei, we are seeing moves to the upside. it is a pretty risk on session moving along with what we have futures, hopes for stimulus talks. we've seen big moves in cathay on the job restructuring. look at currencies, too. it's all about the yuan, both the on and offshore. july of 2018 at highs. from asie, recovering three-week low. it was the worst performing g10 yesterday, and the taiwan dollar, also moving a little higher. it seems the central bank is commenting on its strength, saying it could trade stronger than 30 a dollar in the near term. rishaad: let's have a look at india as it looks to start discussing a trade deal with

nvidia hopes its tools will be integrated into the big video calling platforms.ols creep into a video calling software, we have noise suppression in zoom and i line correction on apple's facetime. but what i hope is —— what i hope they can add next is one that could eliminate unnecessary video calls. it was chris. one of the company that has had huge success during a pandemic is zoom. it may have been founded in 2011 but it has only really been since march this year that saying you are zooming this year that saying you are zooming someone this year that saying you are zooming someone has become part of everyday conversation. so spencer, —— spencer has caught up spencer, —— spencer has caught up with harry mosley, the company's up with harry mosley, the compa ny‘s chief up with harry mosley, the company's chief inspiration —— information offer —— officer to find out more about the zoom boom and how he perceives the future of work. the world change for pretty much everyone in march and suddenly most of the world seemed to want to conduct video conferencing en masse

is there anyone who doesn't own nvidia besides me of course and i'm not going to run out and buy it >> i don't either. >> i don't own it. >> i have more business to do with you, jim. i need to talk to steve weis, though we're also going to talk shares of general electric. down as you know big time this year, 40%. one firm, though, now says is the time to buy it we're going to debate that next. it's our call of the day and a reminder, last week got the tenth annual alpha delivering conference. getting money to small business, speaking of stimulus as we are today and of course the markets, please check out the full interview. go to deliveringalpha.com. "halftime" is back in two minutes. before we talk about tax-smart investing, what's new? -audrey's expecting... -twins! ♪ we'd be closer to the twins. change in plans. at fidelity, a change in plans is always part of the plan. our retirement plan with voya gives us confidence... ...we can spend a bit now, knowing we're prepared for the future. surprise! we renovated the guest room, so you can live with us. i'm good at my condo. well plann

second one and the third you're really familiar with, amazon and nvidia are they ready to go. >> i don't want to put them in the same category as amd it was amd, right? or amazon? amd, okay. amd's up first it was down because people felt they were getting hurt by intel. turns out intel is getting hurt by amd i think nvidia is maybe the finest company in america, maybe other than tesla i think amd is doing incredibly well and i think you can do without inify. just my feeling. let's go to joe in new york. joe? >> caller: mr. cramer, what's going on how are you this evening >> i'm doing all right how are you? >> caller: i'm doing well. a stock i'm bullish on midterm and that would be anheuser-busch, b.u.d. generate a billion dollars yearly relentless transformative acquisition and although a 10% decline in sales and a 50% decline in ebit -- >> think they'll do that growth. i think beer has peeked. the only beer company that is growing is consolation that's a tough stock to own. i don't think -- i think it's the clears that are working right now and bourbon is working and that's really about

nvidia is leading the way with more than 120% gain.i, up 50% or more intel is down 10% since january by comparison. josh lippman is here with what we can expect. >> it's not been a good year for intel bulls. yes, it's enjoyed a recent bounce here. gaining about 10% in the last month. but it's still down about 20% from its most recent high. this year intel, at least by market cap, losing its crown to nvidia cowen's matt ramsey highlights the central concern, execution intel has stumbled, he says, with chip manufacturing road map and that's led to product delays for example, dropping that bombshell last quarter when it announced delays of the first 7nano chips. rival is already selling the chips. they are taking share and winning over investors is it all over for intel's bob swan patrick moorehead doesn't think so he think's swan's company is in a strong, competitive position, dominating the majority of the markets for pc and server chips, two growing markets. intel, he says, is moving into new hot markets as well. placing bets in areas

we see nvidia and micron moving higher. nvidia and advanced microdevices moving higher. micron technology down about 3%. >>> all right. this is important. is it that kids are bored during the pandemic, or that parents felt guilty during the pandemic that barney saw this huge renaissance? mattel surging after the toy company posted better than expected quarterly results in large part because consumers bought up half a billion dollars worth of barbie dolls. hasbro taking a leap on the news but mattel up about 10.6%. big move for that stock. hasbro better by 3%. >>> speaking of barbie news, move over, ken. rock star elton john is getting his own barbie doll. not apparently in his likeness but with his fabulous style. mattel says some of the credit for the earnings beetlat also g to the success of its baby yoda plush doll. okay. don't say it. do or do not, there is no try. yoda was a hard butt. really mean. i don't want to hear i can't. there is no try, there is only do. all right. that's that. >>> boston beer, boston beer hitting a record. the maker of the truly hard seltze

up about 138 but you have ai, nvidia, everything under the sun there is a lot under the chip plays.atching and witnessing, the laggard ones that haven't performed i think you will see nvidia come in with techs in, you are starting to see a late inning game where they are catching up and not close to catching up >> you were talking about the pull forward effect in terms of netflix. would there be a pull forward effect in terms of these chip stocks in terms of how many pcs, tablets, cars, am i going to buy outside of whichever quarter they are produced? >> texas instruments is conservative a year ago they were giving guidance and two years ago that weighed heavy on the chips i think if anything this is positive for intel which reports on thursday which has not been outperforming. it may have secular issues, but in the ones that texas talks about being bullish, i think this is a good shine that's my interpretation but, yes, i think we have had an extraordinary period of electronic device pull forward let's soar where it goes >> uber trade is arriving next and gm says go big or goom he.

you can buy nvidia but why not wait until it is 50 and buy more amwell, i would too cautious on thisold you pull back and it never came with amwell in the high 30s. i am saying wait for a lower level. i also again understand i didn't get this one right as for zoominfo, i wish they should change the name they have a market and platform for sales. it spiked above 50 and pulled back to 30 a month ago. another red hot valuation. it is actually profitable. i need to do more homework before i can recommend it. remember many super high-growth investors and money managers are repelled by earnings number nine, another old favorite of ours, cloudflare the stock splits higher and as much as i love cloudflare story, this is a $58 stock. it would be a $44 stock. don't be afraid to ring the register up here number eight is coupa software they got a proven roi if you hire them. they make it easier for corporations to cut cost bizarrely bill.com is more expensive even coupa got much better earnings. obviously you would put this one here and that one there if you really want to make any sense. a hedg

anand: on a relative basis, this palateasier thing to rather than the nvidia deal.is a specialty flavor, and it is buying not only the vanilla ice cream sort of offering. it is buying the formula for vanilla ice cream. so everybody else who makes vanilla ice cream has to buy it from arm, and nvidia's purchase of arm ticks away that key intellectual property asset to the point where it's competitors will now become its customers. i think china might have a bigger problem with that deal on a relative basis, compared to the ice cream flavor a being put together with ice cream flavor b in a combination. the u.s. will have regulatory issues that are substantially lower. alix: anand, i think that was my favorite segment in my career, and 15, 16 years. really good analogy for amd and xilinx. coming up, more baby yoda, please? hasbro's ceo joins us on earnings. this is bloomberg. ♪ >> we chase what we see as extraordinary growth for our product. we are delivering to manage through the disruption come about at the same time, we are on full of any covid related volatility and

we got companies like amd and nvidia sofi got a fractional share. hey how about we go to gerald? >> how are you doing jim cramer? i have been watching your show for 20 years do you think it is possible to get the ceo on the line one of these days >> absolutely, we got to find out what the heck happened to that boy well, a little disappointment goes pretty far. we'll get him back on. find out what someone pulled the rug out of amarin. let's go to roger in michigan. >> how are you doing, jim, booyah first time caller, started investing in march i want to thank you and all that great staff for all your advise and knowledge you dropped and all of our americans here trying to make the oney >> can we get a little consistency with carson wentz, please >> i am checked with him i am more involved with that than this. sunday night is his night. let's make some money together >> i want to talk to you about the stock, it is my daughters' favorite they love it i want to talk to you about ulta it gotten a little bit of a bump today. >> listen to me, listen to me roger. i go home like every nig

week, therly this focus on chipmaker nvidia had a key event.t event, analysts are positive on nvidia in the wake of it announcing new products and forecasting, upgrading its price target. highlighting the pace of innovation for the company. and analog stocks space gained nearly 90% of on and with newility smartphones and videogame consoles on the horizon, that is aiding this drop. >> we saw u.s. small caps outperforming. the conditions could be emerging for outperformance. opportunity materializing, he joins the .lass half-full he is turning bullish on small caps over tech, but some optimism from a famous wall street bear who sees risk mounting. stretch.e a rough there is a chance that a breakout for small caps needs to go out like we saw last summer. >> are we seeing signals when it comes to the u.s. growth trajectory? from a in a recent note macro strategist, they see weaker relative growth relative to the u.s. city recommending going short of the euro even though we are seeing positioning for the common currency. yet -- iscy market is not ye

amazon confirmed it would be joining google, microsoft and nvidia in the cloud gaming market with thevice called luna. and it is an end of the era for the original incarnation of farmville after facebook announced it would be closing in december after over 11 years, due to the end of support for flash. the uk's first driverless car lab has been lost by telecoms company 02. backed by the government and the uk space agency, the darwin satcom lab will trial driverless cars that use 56 and satellite technology. amazon has announced a new payment service that uses a customer's hand to authorise payments. its amazon one scanner registers an image of the user's palm and is initially being trialled at two stores in seattle. and finally, if a device on your head for vr isn't enough, how about robot boots? these new creations from ekto vr are what they call the world's first robotic vr movement solution. they allow the wearer to walk through the virtual space without actually moving. virtual insanity? you decide. around this time of year the big tech companies do their annual hardware showcase,

never a bad time to talk nvidia. why you are this morning on the mad dash. >> new analogy the prometheus and prometheus is now unbound. they're looking at -- i love this piece it is succinct nvidia's pace of innovation appears to be accelerating and execution is going to overdrive as it fin continues to expand i ecosystem and open up a much larger tam in the compute landscape. they're doing emerging artificial intelligence with the data center and for the first time, david, i read everything they had and i just decided i got to call jensen why? this is so over my head, i said, you know what, i can't get this, david. he is in a class of his own. he himself they're reinventing the data center it seems like everybody else is going to be obviated. >> people moved on from the questions about the arm deal and whether they'll get it done and what will be left in terms of the competitive landscape if they do own it and they're moving on to the fact this company keeps innovating. >> right, if they get it, fine you can say, th

the last four or five years, that has started to unravel meanwhile, when you look at companies like nvidia, and amb, they have focused just on design but they have left the manufacturing to taiwan piece semiconductor who has managed to build the economies of scale and design and r and d, and now you have a combination of design and very strong manufacturing the second thing that happened is the whole computing industry is moving to artificial intelligence, and artificial intelligence requires a new form of competition, new forms of design, which take value away from intel's products and that is why someone like nvidia who does not have a position, they are more open to going after that market and designing products especially their gpu product that are able to take value away from intel's products so it's been a tough few years for intel, and we have seen the rise of companies, especially nvidia who have managed to take advantage of intel's struggles. >> okay. thank you, vivek, and under perform, going to an under perform on intel we appreciate your analysis today. we've got a programming

all the deals are going to go away well, that's absolutely not the case obviously, we have arm and nvidiand nvidia -- sorry, amd and xilinx i think there will be some competitive pressure for other high performance sill con makers in this space to potentially be looking at other moves i also think there could be some more action in the fpga space on the lower power version. if you look at companies like lattice. they are just pretty much blowing away the competition for low power fpgas. i think this puts a focus on fpgas as a compute unit. and by the way, if i can follow up on stacy's comment on manufacturing. xilinx does most of their manufacturing in taiwan already. i don't see any change by this deal going through >> stacy, just want to ask one final question about valuation amd is doing this deal entirely with a stock currency. it's performed a lot better over the past year or two than xilinx has. how much risk is there in this for amd investors if intel and altera and others in the space with xilinx is start to perform pretty well? >> well, you know, inthey will a number of years to

nvidia down 1% today. but interesting to see that sector with all the moves at the moment. >>> a little jet fuel for mortgage firm rocket companies. jpmorgan raised the stock to overweight from neutral and announced a price target of $28.50 a share. we are at $22.90 right now for a gain of about .75% right now. since its stock market debut, rocket, the parent of rocket mortgages, is up 7%. we thought okay, that one's looking good. let's check out some other stocks that recently entered the public arena in the past couple of weeks. online used car seller vroom priced at $22 is up 4% since it went public on june 9th. it's at $49.82 now. video software maker unity, gaming play here, has been a winner. it priced at $52. it's now at $99.40, up 38%. but electric vehicle power train maker hyliion, it struggled since its debut via spac a week ago. it went public and opened around $40 and has fallen 24%. it's now at $29.81. >>> closing bell ringing, we are looking at a bell in about 50 minutes. tylenol coming in fo

he's got more ahead than any other semi i know, maybe you and nvidia, we'll give it that i want to thank murphy, president and ceo of marvell technologies congratulations on a great analyst meeting. people loved it. >> appreciate it, jim. take care. >>> we recommend stocks on the show that we have long-term view, not trading, okay? this is not just putting it in the lineup and taking it out of the lineup like it's some sort of fantasy football. this is real "mad money's" back after the break. ok, just keep coloring there... and sweetie can you just be... gentle with the pens. okey. okey. i know. gentle..gentle new projects means new project managers. you need to hire. i need indeed. indeed you do. the moment you sponsor a job on indeed you get a short list of quality candidates from our resume database so you can start hiring right away. claim your seventy five dollar credit, when you post your first job at indeed.com/home. ♪ ♪ "hmm's and ahh's" heard in-call. ♪ how did you come up withd opened all these backstories?tudio. "hmm's and ahh's" heard in-call. i got help from a pro. my financ

the bizarre ending to this >>> nvidia this morning of the bizarre ending of a high-speed chase. this police pursuit, officers went after the suspected stolen vehicle. the driver stopped in a residential neighborhood. he got out with his hands up but he did not put his van in park and you can see the empty band just rolled down the street. eventually, it hit a fence. >>> a promising coronavirus vaccine trial now on hold and a new iphone 12 could be on its way. >> reporter: stocks moved higher. on monday, the dow jones at 250 points. the nasdaq rose 296. the s&p 500 gained 57. shares of disney spiked after the bell. the entertainment company announced a reorganization that puts its primary focus on streaming. it comes as the coronavirus pandemic has led to furloughs for thousands of disney employees as theme parks have struggled. and for some major movies to be put on hold. >>> johnson & johnson has put its coronavirus vaccine trial on hold. the temporary pause comes because of an unexplained illness in a study participant. in a statement, the company said and illness during compa

>> i will stick with nvidia.s gaming, complicated computing that chip, that company, has got the product set you want to have your hands on. yeah the stock is a little expensive. but with fractional ownership with robinhood or some other small traders you can get your hands on it. i think you stick with a winner. stuart: i'm with you 1000%. keith, thank you very much appreciate it. we're five days from the election to record voting turnout. what is in story? the girl scouts grumbling about the organization congratulating amy coney barrett. we'll be right back. ♪ limu emu and doug. and if we win, we get to tell you how liberty mutual customizes car insurance so you only pay for what you need. isn't that what you just did? service! ♪ stand back, i'm gonna show ya ♪ ♪ how doug and limu roll, ya ♪ ♪ you know you got to live it ♪ ♪ if you wanna wi... [ music stops ] time out! only pay for what you need. ♪ liberty. liberty. liberty. liberty. ♪ stuart: suburban women are set to play a critical role a crucial role in the

amazon confirmed it would be joining google, microsoft and nvidia in the cloud gaming market with thevice called luna. and it's an end of the era for the original incarnation of farmville after facebook announced it would be closing in december after over 11 years, due to the end of support for flash. the uk's first driverless car lab has been launched by telecoms company 02. backed by the government and the uk space agency, the darwin satcom lab will trial driverless cars that use 56 and satellite technology. amazon has announced a new payment service that uses a customer's hand to authorise transactions. its amazon one scanner registers an image of the user's palm and is initially being trialled at two stores in seattle. and finally, if a device on your head for vr isn't enough, how about robot boots? these new creations from ekto vr are what they call the world's first robotic vr movement solution. they allow the wearer to walk through the virtual space without actually moving. virtual insanity? you decide. around this time of year the big tech companies do their annual hardware sh

another deal like nvidia. will it do what amd is hoping it will do?couple of important takeaways here, different from the things that intel and amd have done in the past that perhaps have not worked out. this is not a deal that will result in some miracle product that is bringing together everything great that they do and we do. she said xilinx is a good business, we are going to run it as a good business on its own, and i will stay focus on what got me to where i am. one day down the road, we would get together. basically she is saying i will use this run-up in the value in my stock to buy a company that has higher margins than i have right now, better cash flow than i have right now, and will get me into these new markets. it is a very pragmatic approach, something that investors wanted to hear from her. vonnie: what about the price? too much of a premium? initial reports, as you will remember, was for $30 billion. obviously announced today at 35. a bit of a delta there. the premiums are not extremely high, about where you would expect things to be,

they're neck and neck with nvidia just a week ago we listened to intel whined about the tough environment. that's an astounding number, accelerated revenue growth of a big company. we learn that amd is doing something that some of you may not have liked, they're buying xilinx when i asked su this mornin morning -- the why buy a se semiconductor -- she says it is all about the tam, the tam is the total addressable market she wants to shoot high in the market rather than pigeon holding in the data center to me after initially being skeptical once again, i was convinced. because when you do these big stock acquisitions, these come out. these were guys selling amd and buying xilinx. others don't want to wait a year and a half for the deal to close. so many others doubted su's leadership, her decision making. if i learned anything of the last six years doubting her leadership is a big mistake. you need to buy right now. she's not the only one i want to demonstrate that we have to think about ceos and leaders as transcenders of the front page let's take carly davidson. business being run by din

participating in the markets and putting out these huge buys in names like boeing and aing and tesla and nvidia today some measure on. in the longer term, i think we will see that package soon because of that, i think the markets will react in a positive way. >> they are reacting now in a positive way you've got definitely a move higher i'm wondering whether you think this news today in any way, will spur this movie back into technology, including some of the names that got hit pretty well in september. the faang stocks were all down or most were down double digits, including everybody's favorite stock apple. do we have our eyes keenly focussed on tech and that puts a bit of a lid once again on the so-called value trade. you can look at the stocks and they are quality i'm looking for quality names and if they have growth, a lot of quality names with growth are in the faang world that's part of the reason why we have seen that we look at the truckers and the rails and transportation and so forth. i'm not talking about the airlines i'm talk about those others that are move things around the count

ware and nvidia is now a time to consider the stock?policies are missing when it comes to a potential stimulus deal and tonight's edition of lightning round. so stay with cramer. before we talk about tax-smart investing, what's new? -well, audrey's expecting... -twins! grandparents! we want to put money aside for them, so...change in plans. alright, let's see what we can adjust. ♪ we'd be closer to the twins. change in plans. okay. mom, are you painting again? you could sell these. lemme guess, change in plans? at fidelity, a change in plans is always part of the plan. at morgan stanley, a global collective of thought leaders offers investors a broader view. ♪ we see companies protecting the bottom line by putting people first. we see a bright future, still hungry for the ingenuity of those ready for the next challenge. today, we are translating decades of experience into strategies for the road ahead. we are morgan stanley. when was the last time your property tawhat?l went down? never. are you kidding me? for years, the residential bu

nvidia hopes its tools will be integrated into the big video calling platforms.oom. it may have been founded in 2011 but it's only really been since march this year that saying you're zooming someone has become part of everyday conversation. so spencer has caught up with harry moseley, the company's chief information officer, to find out a little bit more about the zoom boom and how he perceives the future of work. the world changed for pretty much everyone in march and suddenly most of the world seemed to want to conduct video conferencing en masse. i would imagine that the world changed for zoom pretty drastically at that point, yeah? one could say so, i mean if you go back to december 2019, we had north of 10 million daily participants on the platform, in march it went to 200 million people, and in april it shot up to over 300 million daily participants on the platform. i want to talk about your virtual background, because that's the thing that's just amazed so many people. can you explain what's going on, because it looks to me like it's trying to find the hu

you do the arm nvidia, $30 billion for xilinx, amd, now we got 10, now 8 billion.avid, my travel trust fund owns marvell it is accretive, it gives you a break. sport. >> you sported me too. sport. sunshine >> chief is my favorite. why don't we go -- you know what we ought to do, segue into something else, kernconcern col. yum brands, helped by a rise in online orders and taco bell chains i got to tell you, it is not easy to make money the restaurant business when restaurants are closed joining us now first on cnbc, yum brands ceo david gibbs i don't know, you took this job, did you expect the fact that you're not supposed to have any people inside your stores? >> this is not the way i expected my first year to go, jim. but good morning, thank you for having me. >> i am kind of amazed that some of these businesses, taco bell, let's just call it on fire to the point where you would think that there is no pandemic. how is that possible >> well, it certainly looks that way at the top line. but beneath the surface, there is alot of work going on with the taco bell team

before that, nvidia agreed to take over arm. in july, analog bought maxim.know the backdrop is the pandemic has led to increased demand for pcs, laptops, and while businesses are moving to the cloud, demand for chips is way up. that is helping to lift the share prices of these companies. the ceo of marvell says that scale is critical in this kind of environment. the two companies have similar customers, so by combining, they can sell more to the amazons and alphabets of the world. r&d and the complexity of making these semi conductors have gone up so much, you have to be mindful of getting a solid return on investment. taylor: all of these m&a deals that we have seen him it is a bet on data centers, more memory, and 5g as we await the huge rolled here in the u.s. scarlet: it is not here yet but will be in the coming years. and there will be a lot of spending for that. i like the note they put out, saying the data center arms race continues. for making optics and computer chips that work inside these data centers. data centers and networking is already a big

you have the chinese tech companies pushing back against the nvidia arm deal.tech wars at the center of 2021. netflix goes down. that was not the after hours trading. . we should correct that. it was down over 4% and after hours trading -- in after hours trading. softbank down 1.7%. let's roll it over, have a look at the equity markets. bonds are popping higher. ifl the sweeteners continue they get biden in the white house and do not get the congress? hedges shortest on record on the 30 year paper. bid.e got the yuan went what is the tolerance of the pboc for this stronger yuan? let's talk about the yuan. it is the strongest since 2018 and it is that litmus test for the pboc as investors wait to see, how will the officials respond to the games? let's get to dani burger with the insight. we've got the bid, where does it end. dani: so far, does not seem insight unless the pboc can really step in with some big firepower. the gain against the u.s. dollar takes us to the july, 2018 highs. you can see this continued ramp up here versus the u.s. dollar. really, this r

new gaming stations coming out, a new playstation and xbox and guess whose chips are in there not nvidiai tried to buy one for my son and they're all sold out now you add in the programmable chip, it gets them into that booming 5g cycle as i said, shareholders are being diluted. you'll be better off because you have an excellent end market >> your thoughts on how the market is responding to this $35 billion deal and how it compares to other deals in the chip semiconductor history? >> any time there's a deal, stocks directly involved always experience choppy trading over the short and intermediate term. often more time is needed for the technical trends to fully emerge i think it's a good idea to look back at a relative proceeding deal for potential analog for this situation if you remember back on june 1st of 2015, it's not apples to apples, that was an all-cash deal versus all-stock for amd. in 2016 there was a decent three-month correction of nearly 25% immediately after that deal was announced. time was needed to incorporate the new information and reprice intel. in august it was able

nvidia spent $40 billion just. >> coming up, shares of wendy's hitting an all-time high after jim cramer says it's one of the best opportunities in all of the restaurant space we'll tell you why he thinks that plus, new york city real estate frozen 10,000 unsold apartments in manhattan alone and the worst may be yet to come a special report wn "pheower lunch" returns ♪ ♪ ♪ ♪ "hmm's and ahh's" heard in-call. ♪ >>> the covid-19 shutdown has crushed many areas of the economy, but there are still places to buy. jim cramer is looking at seven areas of opportunity in the market right now >> number one, under the radar bull market last man standing restaurants. we need this stimulus package because so many terrific smaller restaurants can't stay alive with the social distancing rules and worry about the aerosol spray from your mouth. i know my restaurant couldn't. their collapse is ongoing. we need social distancing, but it would be nice in the federal government forked over money to soften the blow. the remaining large chains can take over the whole industry i love wendy's that's been a huge w

. >> stocks just don't really -- >> i know nvidia, david. this isn't nvidia. he's not jensen.dimon from queens >> yes, he is actually >> another queens. >> another queens boy. a lot of us out there, for better for worse >> anyone from the bronx >> we'll take a break. dow is down 100. don't go away. .uh... boss: doug? sorry about that. umm...what...its...um... boss: you alright? [sigh] [ding] never settle with power e*trade. it has powerful, easy-to-use tools to help you find opportunities, 24/7 support when you need answers plus some of the lowest options and futures contract prices around. don't get mad. get e*trade and start trading today. >>> laggards this morning are the cruise lines after a week or two of cancellations, royal caribbean offering half a billion in fresh common. rsti sceepow the 50-day for the fit mein stember 24th. i'm searching for info on options trading, and look, it feels like i'm just wasting time. that's why td ameritrade designed a first-of-its-kind, personalized education center. oh. their award-winning content is tailored to fit your investing goal

their november release and he says that this supply-chain constraint will spark renewed interest in nvidiaeople try to get life back to normal. the last big council upgrade was in 2013. they outperformed the broader market for at least 24 months. turning to japan, suga's push for price cuts is expected to dent profit. what does that mean for consumers? sophie: if he is successful in getting mobile fees lower by 40%, that is his target. a challenging one indeed. goldman sachs, by their estimates, this would be similar to a 2% cut in the consumption tax and this would be a policy win for suga, who could get a popularity boost. later this morning, we will get a read on household spending from japan along with wage data, so watching out from that. -- for that. shery: what is something investors are watching? to watch ony stocks our radar is solar stocks listed on the mainland, keeping an eye on them after we saw their hong kong listed peers rally this past week on policy optimism triggered by xi jinping's push to go carbon neutral by 2060. ofs would require investment $5 trillion to $60 trilli

of course the backbone of all of this is semiconductors so names like texas instruments and nvidia they're the ones that power the internet of things they're the ones that are everywhere from our traffic lights to smart trash cans that can reduce the number of trash collections. things like software processors. so microsoft and palo alto networks >> i love it smart trash cans i love it. i urge everybody to read your piece on cnbc.com. i thought smart trash cans if we could only get the trash picked up in new york city, that would be the smartest thing we can do. i love the article pippa, thank you very much take care. >>> wonder if we'll have smart rats to go with the smart trash cans on deck, after a spectacular average meal over the weekend. i went on a bit of a twit errant and asked you for your most xceed the meal casual responded. it's topping this morning's trending stories there's still time to make your voice heard. at cdw we get you want happy, productive employees. well we've made our office pet friendly. [ bleat ] [ cooing ] maybe a little too pet friendly. well you know cdw can

of pleasure >> come on let's go to bill in pennsylvania, bill >> caller: chill man i know you love nvidiagot into applied materials is that a long-term play >> oh, yeah. gary dickerson, will you come back on the show come on. i like that company. i do like lamb research a little more, but that's okay. let's go to asher in new york, asher. >> caller: hi, jim i would like to know your opinion on piedmont lithium, it pumped to nose bleed levels a few days ago with the market expected to produce about 30 plus million cars within six years, is this company positioned well? >> this is a great long-term spec, okay so if i say that and somebody who is 7 and goes into robin hood and buys a lot of calls on it, that person is going to lose money. the 6-year-old is going to clean up instead of you 7-year-olds. and that's my view on that stock. and that, ladies and gentlemen, is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade ♪ ♪ ♪ ♪ ♪ ♪ ♪ ♪ i got it all from you ♪ i'm always pushing through ♪ i know we'll make it to the finish line ♪ ♪ i know you're waiting