230
230
Oct 5, 2021
10/21
by
CNBC
tv
eye 230
favorite 0
quote 0
you know, i'm quite proud of our ownership stake in nvidia. if the stock had been down i would have fired you off to do some buy i kind of held back too long perhaps. should have recommended it yesterday and before today's 3.6% rebound as i always tell club members, i don't always get it perfectly right. i held back because the market looked like it could keep breaking down. nvidia could reverse but even if this all returns, people remember this is one of the stocks, this is a stock to buy after tech has been hit the hardest. they have great memory for this. when you have a straight line down, something like nvidia, it's worth staring someone way down it keeps going lower buy some more at better prices file this one under the great stocks that dropped 10% are intrinsically interesting category speaking of the semiconductor stocks, these days chips are everything that matters. they've been in a downturn for weeks which is very unhealthy for the stock market today's rebound is great for the bulls. it's bad news for the myriad of companies that n
you know, i'm quite proud of our ownership stake in nvidia. if the stock had been down i would have fired you off to do some buy i kind of held back too long perhaps. should have recommended it yesterday and before today's 3.6% rebound as i always tell club members, i don't always get it perfectly right. i held back because the market looked like it could keep breaking down. nvidia could reverse but even if this all returns, people remember this is one of the stocks, this is a stock to buy...
36
36
Oct 26, 2021
10/21
by
CNBC
tv
eye 36
favorite 0
quote 0
now down half a percent kind of along with the broader markets nvidia, up 7.5%. amazon up. and consumer discretionary is the best sector. hasbro up 3% consumer staples with the weakest with walgreens and costco down slightly >> we start with the big tech earnings and key earnings. today, alphabet, microsoft, and twitter report after the bell. on thursday, it is apple and amazon so what are the important metrics to watch and how should you invest in technology jaso jason, good to see you why don't we start with a stock i know you like. walk us through alphabet/google. >> good to be with you guys. this is probably pound for pound the best technology company in the world. they had a big quarter last quarter in the june quarter. that was in part because they were lacking easy comparisons in the prior year due to covid, but this company continues to fire on all cylinders and it's really woven into the digital fabric of our lives. i think investors will be looking at ad spend, although we think google is going to be relatively immune to some of the problems snap faced. youtube, v
now down half a percent kind of along with the broader markets nvidia, up 7.5%. amazon up. and consumer discretionary is the best sector. hasbro up 3% consumer staples with the weakest with walgreens and costco down slightly >> we start with the big tech earnings and key earnings. today, alphabet, microsoft, and twitter report after the bell. on thursday, it is apple and amazon so what are the important metrics to watch and how should you invest in technology jaso jason, good to see you...
78
78
Oct 5, 2021
10/21
by
CNBC
tv
eye 78
favorite 0
quote 0
i did everyone innon someone else is making moves, pete, that's you you bought nvidia calls and nvidia is on my list of the 70% names down, this 11.5% josh owns it, as well and well publicized his belief in this company over the years tell me why you're buying more and in terms of calls, i believe they are >> sure. and that's why i want to play nvidia only because it's a volatile stock josh has done a magnificent job and there have been pullbacks, as well. what triggered it for me, scott, was as soon as we got into the trading session we started seeing a lot of faang-type names being bought and we were seeing it for the most part nvidia stuck out for me because it was short options and these expire on friday and they brought the 202 strike calls and 9,000+ of each of those two different calls so that said a lot to me. that wasn't just a call spread like we've seen in the fast where someone is capping their upside and buying one and selling another. they were buying both here and as a matter of fact, it didn't stop there it even extends out to netflix, scott, where we were seeing an inc
i did everyone innon someone else is making moves, pete, that's you you bought nvidia calls and nvidia is on my list of the 70% names down, this 11.5% josh owns it, as well and well publicized his belief in this company over the years tell me why you're buying more and in terms of calls, i believe they are >> sure. and that's why i want to play nvidia only because it's a volatile stock josh has done a magnificent job and there have been pullbacks, as well. what triggered it for me, scott,...
63
63
Oct 26, 2021
10/21
by
CNBC
tv
eye 63
favorite 0
quote 0
he still likes nvidia even after this remarkable run. it's an important player in the data center market enabling a.i. for all of the cloud giants. and he thinks gaming business is going to keep performing strongly gamers as the world opens back up might moderate how much they're playing but they're still going to want nvidia's latest and greatest chips. what about the acquisition of arm? it does not detract from momentum in the core business right now. mark your calendars. nvidia reports earnings on november 17th. >> amd after the bell today. josh, thank you. josh lipton. >> meantime, u.p.s. getting a pop on better than expected results. frank holland with a closer look at the numbers >> up 7.5%, on pace for its best day since april with some very elevated expectations. the eps with 16 cents above estimates. the average revenue per piece up 7%, with wage expenses only increasing by a percent. the big number, u.s. domest, margin was at 10%. this beat citi's estimate and a lot of other estimates and under 9%, the same metric a year ago in
he still likes nvidia even after this remarkable run. it's an important player in the data center market enabling a.i. for all of the cloud giants. and he thinks gaming business is going to keep performing strongly gamers as the world opens back up might moderate how much they're playing but they're still going to want nvidia's latest and greatest chips. what about the acquisition of arm? it does not detract from momentum in the core business right now. mark your calendars. nvidia reports...
108
108
Oct 26, 2021
10/21
by
CNBC
tv
eye 108
favorite 0
quote 0
nvidia, that thing is trading 53 times sales. a market cap company that blew out.ap it gained, $50 billion that doesn't make sense when you think about the growth expectations next year on the flip side texas instruments with low digits trading about 10 times sales that doesn't make sense. my final call last night watts intel on its way down to the mid 40s. these are cyclical companies they do make changes you want to buy them when you are down and out and the valuation makes sense, not when they are busting out like this i am not a buyer of any of them, but i may consider intel on the way down to 45 >> it's a rare occasion when dan and tim would appear on something, but it appears they would agree on intel in this case >> we don't agree on fashion but -- >> you both keep rag and bone in business >> i can't see dan tonight so i don't know if he's wearing that denim shirt, but if he is, i'm sure he looks great. >> you are going to be stuck at $17 billion revenue. you are not moving on the revenue line the investment in the found ri business which is one or two years
nvidia, that thing is trading 53 times sales. a market cap company that blew out.ap it gained, $50 billion that doesn't make sense when you think about the growth expectations next year on the flip side texas instruments with low digits trading about 10 times sales that doesn't make sense. my final call last night watts intel on its way down to the mid 40s. these are cyclical companies they do make changes you want to buy them when you are down and out and the valuation makes sense, not when...
36
36
Oct 26, 2021
10/21
by
CNBC
tv
eye 36
favorite 0
quote 0
nvidia is goated pull up a chart of nvidia, nvda and if this metaverse nonsense goes through this will be the large of the market cap in the world. xle, 52-week high and that's what you need to be focused on to try to look at, like, oh, there's margin pressure. what you're seeing from the largest corporations in america is they've been successful at passing those higher costs on. they can't do that into infin itty, but that's the story of this earnings season and steph probably knows more about that than any of us and if you listen company after company they're telling you that what this big fear in the market is, this inflation story they're managing it it's not great, but not catastrophic and that's why the whole rundown of price action i've given you is probably the better thing to focus because the market's not stupid. people are figuring this out and that's what we're seeing across the board. you have to really be searching for stocks that don't look good right now. cruises, airlines and facebook that's how i look at it, i don't worry too much on predictions and i worry about toda
nvidia is goated pull up a chart of nvidia, nvda and if this metaverse nonsense goes through this will be the large of the market cap in the world. xle, 52-week high and that's what you need to be focused on to try to look at, like, oh, there's margin pressure. what you're seeing from the largest corporations in america is they've been successful at passing those higher costs on. they can't do that into infin itty, but that's the story of this earnings season and steph probably knows more about...
66
66
Oct 26, 2021
10/21
by
FBC
tv
eye 66
favorite 0
quote 0
liz: riot's pe is lower than nvidia's at the moment. we're just trying to let you in on what traders think, depending with on one of the important varying met rakes, the price -- metrics, the price to earnings ratio. >>> gotta look at tesla. if we look at an intraday, crossing the trillion dollar market cap level monday for the first time ever. so far today shares hit a new record price are of $1,094, then they turned negative, and now they're back up about 1% to $1,036. yesterday the stock soar ised more than 12% on news that hertz announced it has ordered 100,000 teslas to build out its rental fleet. the car rental agency itself rose about 10% yesterday, up another two-thirds of a percent this hour. aiming to reach a 20% electrification rate of its global fleet, and as it does that, its big order 100% had everything to do with tesla's spike, at least in that few-hour moment yesterday. ev makers canoo and workhorse, well, no are moving -- those are moving higher. the trend of abandoning deals continues with draftkings dropping its $22
liz: riot's pe is lower than nvidia's at the moment. we're just trying to let you in on what traders think, depending with on one of the important varying met rakes, the price -- metrics, the price to earnings ratio. >>> gotta look at tesla. if we look at an intraday, crossing the trillion dollar market cap level monday for the first time ever. so far today shares hit a new record price are of $1,094, then they turned negative, and now they're back up about 1% to $1,036. yesterday the...
111
111
Oct 13, 2021
10/21
by
CNBC
tv
eye 111
favorite 0
quote 0
. >> joe, i don't know why you're laughing amd, lam, nvidia what are you doing with the chips? >> what's wrong with amd amd is in the right. a lot of the chip names there's differentiation, steve mentioned before, micron he's 100% correct and those are memory chips and right now they have no pricing power and demand is incredibly weak western digital and texas instruments will struggle in that environment and you look at nvidia and you are talking about exposure to graphic chips whether it is nvidia or even to a certain extent amd any i think th those are the right chip names and overall it will be an impact from the smh declining from the 2 200-day moving average and that will have an impact on the s&p 500 itself because the chips are so incredibly important. semis really are what the transports used to be to the economy and to the markets so you need the smh to move above the 200-day moving average and you can selectively pick winners in the industry and that's what i feel i've done with my holdings of nvidia, amd and lam research >> part of the issue is is it more of a worri
. >> joe, i don't know why you're laughing amd, lam, nvidia what are you doing with the chips? >> what's wrong with amd amd is in the right. a lot of the chip names there's differentiation, steve mentioned before, micron he's 100% correct and those are memory chips and right now they have no pricing power and demand is incredibly weak western digital and texas instruments will struggle in that environment and you look at nvidia and you are talking about exposure to graphic chips...
17
17
Oct 26, 2021
10/21
by
CNBC
tv
eye 17
favorite 0
quote 0
thanks to some strength from apple and amazon today nvidia at the top of the nasdaq.ore on that in a moment first a news update with rahel solomon. >> good morning. here is what's happening at this hour consumer confidence rising unexpectedly this month. that's despite rising inflation or consumers are planning to buy homes, cars and major appliances >>> also, the conference board says that nearly half of americans plan to take a vacation in the next six months that's the highest proportion since the pandemic began >>> speaking of new homes, sales surging 14% last month, the fastest pace in six months the sales growth coming despite rising prices. the median price of a new home rose 9.5% over the last year to nearly $409,000. >>> u.p.s. shares soaring. hire shipping rates, the company also raising guidance for full-year operating margins. >>> and shares of lockheed martin now down 11% also trading near they lowest level in eight months aerospace defense company says that supply chain issues and other external factors are hitting sales and profits. you're up to date no
thanks to some strength from apple and amazon today nvidia at the top of the nasdaq.ore on that in a moment first a news update with rahel solomon. >> good morning. here is what's happening at this hour consumer confidence rising unexpectedly this month. that's despite rising inflation or consumers are planning to buy homes, cars and major appliances >>> also, the conference board says that nearly half of americans plan to take a vacation in the next six months that's the highest...
80
80
Oct 26, 2021
10/21
by
CNBC
tv
eye 80
favorite 0
quote 0
the head of nvidia would say earlier.e had a five-year time frame and that was 2 1/2 years ago i think that's an underpromise, overdeliver situation. i really do. i think we're going to be blown away i think this is going to excite us it's going to be something knew and we're going to be talking abil about a long time. >> are we going to do our show from the metaverse >> of course if he looks at you weird, you can maybe delete him >> you can disappear me. >> what's scary, how many years ago did elon musk attack me, he saw the metaverse coming and he was going to cut me out. >> all through a simulation. >> anyway, i think facebook is a buy. >> he's not. sometimes i would like him to be >> look, he -- if jensen were there with him, it would be amazing. i don't think that's going to be the case look, don't we all want to have something new? don't we >> as long as it's good. >> and i'm sure with facebook in charge, i'm sure it will be great. harmony and love will break out around the planet. i'm sure the metaverse will be eve
the head of nvidia would say earlier.e had a five-year time frame and that was 2 1/2 years ago i think that's an underpromise, overdeliver situation. i really do. i think we're going to be blown away i think this is going to excite us it's going to be something knew and we're going to be talking abil about a long time. >> are we going to do our show from the metaverse >> of course if he looks at you weird, you can maybe delete him >> you can disappear me. >> what's...
42
42
Oct 22, 2021
10/21
by
FBC
tv
eye 42
favorite 0
quote 0
nvidia's up 100% in five years, intel's only up 43%. >> yeah, right., nvidia has cash, leadership, they're deeply cemented in the 5g rollout of the future and super power cloud computing computers, they're really focused on the next generation, and they have the money to spend to get there. with intel you have this 2-3 year backlog of things that have to go right. they were low on margins for pc, for laptops, cash flow going out the window to build the chip factories, so they just need some time to catch up, and -- charles: they're killing 'em. i remember intel was invincible, but i think they kind of squandered that. it's not unusual. adam, sylvia, thank you both very much. you know, liz claman, for a split second we had the cp effect, and then it started to fade. i think it's the weekend effect. i'm not sure. what can you do in this last hour? [laughter] liz: it's the fed, the fedded fd and and the fed if, is it not? met me see what i can do. we've got the broader market struggling for altitude as the federal reserve gives the markets an early hallow
nvidia's up 100% in five years, intel's only up 43%. >> yeah, right., nvidia has cash, leadership, they're deeply cemented in the 5g rollout of the future and super power cloud computing computers, they're really focused on the next generation, and they have the money to spend to get there. with intel you have this 2-3 year backlog of things that have to go right. they were low on margins for pc, for laptops, cash flow going out the window to build the chip factories, so they just need...
103
103
Oct 29, 2021
10/21
by
CNBC
tv
eye 103
favorite 0
quote 0
nvidia along with tesla. it has that secular growth momentum trade, back in gear tremendous week for nvidia it is now, kelly, over $600 billion in market cap. more that three times the market cap of intel over $600 billion for nvidia an incredible rise mike santoli we will see you again soon. >>> let's get to the bond market they are talk being the yield curve, the australian debt that's been on fire, rick, they are talking about the german bund and the ten-year going positive what is going on with bond yields these days? >> you summed it up. basically, no matter where in the world you look central banks either are losing control of markets or they understand it time to loosen the reins the central bank sent a huge signal to the markets. our day-to-day, employment cost index, up 1.3%, the hottest ever since recordkeeping. personal consumption expenditure, core deflators, both year over year, the hottest in 30 years. look at what one week of tens and 30s look like. right now, 1.55. down eight on tens, down a d
nvidia along with tesla. it has that secular growth momentum trade, back in gear tremendous week for nvidia it is now, kelly, over $600 billion in market cap. more that three times the market cap of intel over $600 billion for nvidia an incredible rise mike santoli we will see you again soon. >>> let's get to the bond market they are talk being the yield curve, the australian debt that's been on fire, rick, they are talking about the german bund and the ten-year going positive what is...
100
100
Oct 7, 2021
10/21
by
CNBC
tv
eye 100
favorite 0
quote 0
jim cramer of cnbc's investing club says marvell is his second favorite after nvidia.teresting here as he owns nvidia, marvell in the charitable stock is nobody owns this stock. sarat doesn't own it jenny doesn't own it jon doesn't own it and neither does josh. josh, why is that? what are we missing? what did we miss >> well, i mean, you can't own everything like, not every lack of ownership is necessarily a judgement, i just i have my things that i focus on -- >> oh, i am judging, man i am judging why not? you own nvidia >> okay. well, listen, i own the qs i'm okay i have plenty of cemex poesh you are. i just -- look, i'm not one of these people that thinks you to have a stock du jour i tend to focus on a few different names at a time, and like i have broad ownership of a lot of things, but like, if i really want to get personally invested, i am downloading the quarterly results on the quarter app, for example i'm listening to that religiously. i can't do that with every stock under the sun. nobody can actually do that. >> no. i'm just giving you guys a hard time no o
jim cramer of cnbc's investing club says marvell is his second favorite after nvidia.teresting here as he owns nvidia, marvell in the charitable stock is nobody owns this stock. sarat doesn't own it jenny doesn't own it jon doesn't own it and neither does josh. josh, why is that? what are we missing? what did we miss >> well, i mean, you can't own everything like, not every lack of ownership is necessarily a judgement, i just i have my things that i focus on -- >> oh, i am judging,...
29
29
Oct 29, 2021
10/21
by
CNBC
tv
eye 29
favorite 0
quote 0
you check out some of the names that we typically talk about like semi conductors nvidia one of the bestforming stocks on the s&p and nasdaq composite overall, as well on the solar side of things a hot part of the market over the course of the past month up 53% transportation stocks specifically the rail companies. union pacific is up about 23, 24% and also look at names like csx and those names doing particularly well in the month of october now, if you take a look at the biggest losers on the down side. you take a look at names we often talk about upside gainers over the course of the last year and beyond fintech, paypal down about 10% so far in the month of october moderna actually jockying for the worst-performing stock in the s&p 500 over the course of this month in october. down 11% and twitter on that social media site down, as well. social media, moderna, a vaccinemaker for covid-19 that's seeing a lot of positivity over the last year and then paypal, as well. one other thing to keep an eye on, guys just biotech or biopharma in general the large cap ones within the nasdaq 100. gi
you check out some of the names that we typically talk about like semi conductors nvidia one of the bestforming stocks on the s&p and nasdaq composite overall, as well on the solar side of things a hot part of the market over the course of the past month up 53% transportation stocks specifically the rail companies. union pacific is up about 23, 24% and also look at names like csx and those names doing particularly well in the month of october now, if you take a look at the biggest losers on...
111
111
Oct 26, 2021
10/21
by
BLOOMBERG
tv
eye 111
favorite 0
quote 0
[indiscernible] outside of a name like nvidia which could grow through the concerns we would probablytart to lighten up on the chip industries. matt: apple has been the clear underperformer of the whole group. it is only gained about almost 13% year to date and they faced, i guess, the biggest head winds with regard to the supply chain. how much longer do you see those headwinds persisting? angelo: probably through the holiday selling season. our belief was we would kind of hit max in terms of supply chain issues in the second half of this year and that is what you are seeing. we would expect as some of the demand side of things starts to decelerate into early 2022 as consumer start to focus outside of technology purchases as we go through 2022, i think at that point we start to see some sort of flexibility or available capacity out there for a lot of companies, whether it be apple or other comply constrained areas. matt: let me finally get your take on inflation. there was an interesting discussion between cathie wood and elon musk on twitter. her argument is that, you know, with inn
[indiscernible] outside of a name like nvidia which could grow through the concerns we would probablytart to lighten up on the chip industries. matt: apple has been the clear underperformer of the whole group. it is only gained about almost 13% year to date and they faced, i guess, the biggest head winds with regard to the supply chain. how much longer do you see those headwinds persisting? angelo: probably through the holiday selling season. our belief was we would kind of hit max in terms of...
69
69
Oct 27, 2021
10/21
by
BLOOMBERG
tv
eye 69
favorite 0
quote 0
technologies, the things that tsmc is leading in supplying companies like apple, qualcomm, mediatech, nvidiait is all about capabilities. the question will be, the u.s. government and many want to see those leading-edge capabilities in the united states. the question is, how long will it take those capabilities to develop? that's much longer term play than just building another factory. not only do you have to get the equipment, you have to get the capabilities and process and a lot of practice. if the question is how long will it take for intel to catch up? that could be five plus years or longer. caroline: you are almost three decades in the industry. is this most exciting chips have ever been? >> it's pretty exciting. if you follow the chip industry, as long as i have had any connection, it is always been exciting because the spectacular increases in performance that receipt. back in the mid-90's, i used to sell computers that cost $32 million then. now, you have that power in your phone. it's an amazing industry. taylor: spoken like a real professor. the chip industry is always exciting.
technologies, the things that tsmc is leading in supplying companies like apple, qualcomm, mediatech, nvidiait is all about capabilities. the question will be, the u.s. government and many want to see those leading-edge capabilities in the united states. the question is, how long will it take those capabilities to develop? that's much longer term play than just building another factory. not only do you have to get the equipment, you have to get the capabilities and process and a lot of...
129
129
Oct 21, 2021
10/21
by
CNBC
tv
eye 129
favorite 0
quote 0
they're eeking out 28% gross margin nvidia 66% gross margin, trading at half the multiple on a price i think that needs to be said and some sanity needs to be put in place in terms of the valuation the other thing that is pricing in, is pricing in this very lofty target of, you know, 15 to 20 million vehicles over the next ten years and to your point about cap x, in order to get 15 million cars, which would be about 15% of the entire auto production market, they would have to build about 24 giga factories over eight years and do that about three giga factories a year. each can produce maybe 500,000 to 750,000, you know, per factory. so these are extremely ambitious targets and means capex will go through the roof both of those aspects, the stock is pricing in as if an a.i. software company and pricing in a huge continuation of growth in their deliveries, without any impact on the accounting of the capex, i think a lot of that is priced in. you know, we have a 10-year discounted cash flow where we project out for ten years and we're very aggressive in our assumptions and assuming they
they're eeking out 28% gross margin nvidia 66% gross margin, trading at half the multiple on a price i think that needs to be said and some sanity needs to be put in place in terms of the valuation the other thing that is pricing in, is pricing in this very lofty target of, you know, 15 to 20 million vehicles over the next ten years and to your point about cap x, in order to get 15 million cars, which would be about 15% of the entire auto production market, they would have to build about 24...
391
391
Oct 29, 2021
10/21
by
CNBC
tv
eye 391
favorite 0
quote 0
nvidia, google and microsoft are all set, all tack. and i love them all. and so this is the great quandary that many of us, nadir, have right now and i'm going to say -- i'm going to choose microsoft as a keeper but i'm going to describe google as a conglomerate. that's what i call alphabet. and i'm going to let you keep all these. people could say, jim, that is a violation of everything. but semi, con tkphropl rat, software no longer trade together like they did so even though you're a cowboy fan, i am going to bless that portfolio and i'm going to write about it for the club, in the charitable trust because it is such a complicated issue, that i bless that i can't just say, okay, onto the next because that is a real quandary for most people right now in america. so i've got to give it more time than am i diversified. next up is john in maryland. john >> caller: hello, jim. this is john from maryland my five stocks are pnc financial, microsoft, target, lowe's, u.p.s. am i diversified >> now, this is a simpler issue for me it's not hard at all microsoft we
nvidia, google and microsoft are all set, all tack. and i love them all. and so this is the great quandary that many of us, nadir, have right now and i'm going to say -- i'm going to choose microsoft as a keeper but i'm going to describe google as a conglomerate. that's what i call alphabet. and i'm going to let you keep all these. people could say, jim, that is a violation of everything. but semi, con tkphropl rat, software no longer trade together like they did so even though you're a cowboy...
64
64
Oct 22, 2021
10/21
by
CNBC
tv
eye 64
favorite 0
quote 0
so certainly amd is one of the places we would go we're bullish on nvidia also, been a good stock thishey're also constrained and right now going through a good cycle if had their gaming products, in addition to data center products which is what really drives the stocks and in that case, both of those companies would probably be putting up stronger results than they otherwise would right now if they could get more supply. >> one of the things we talk about with regard to the supply chain issue, chris is just how much the auto industry has been affected by this is that going to be part of the story for a while now for the chip shortages are we going to see the chips make their way back into the system, and how long do you think it takes before the whole supply chain issue for computer chips really starts to resolve itself is it next year? is it not until 2023 >> at this point, the consensus from the companies and customers we speak to is we don't get back to any degree of supply/demand balance until the middle of 2022 there is capacity coming on line but right now as we stand here now,
so certainly amd is one of the places we would go we're bullish on nvidia also, been a good stock thishey're also constrained and right now going through a good cycle if had their gaming products, in addition to data center products which is what really drives the stocks and in that case, both of those companies would probably be putting up stronger results than they otherwise would right now if they could get more supply. >> one of the things we talk about with regard to the supply chain...
53
53
Oct 6, 2021
10/21
by
BLOOMBERG
tv
eye 53
favorite 0
quote 0
you've got apple and facebook still in correction territory, as is nvidia.ght around oversold conditions, so the question really does become is a growth story in a rising rate environment. what is a growth story if inflationary pressures proved to be a little bit more consistent than some folks priced in? one of the bright spots in the premarket belongs to palantir technologies, with a 100 when he $3 million u.s. army contract -- with a 123 million dollar u.s. army contract. american airlines, catherine o'brien at goldman downgrading american airlines to sell. you talked about the september quarter and into 2022 because of higher prices for fuel. tom: the markdowns for earnings are coming down to the zero bound. romaine: this is coming up a lot here. people are trying to stay optimistic for earnings season, but when you look at the cost pressures these companies have felt in the inability to pass these on to consumers. tom: why do you have manchester united up there? romaine: it is a small company, i think they play football. tom: why aren't the tots up ther
you've got apple and facebook still in correction territory, as is nvidia.ght around oversold conditions, so the question really does become is a growth story in a rising rate environment. what is a growth story if inflationary pressures proved to be a little bit more consistent than some folks priced in? one of the bright spots in the premarket belongs to palantir technologies, with a 100 when he $3 million u.s. army contract -- with a 123 million dollar u.s. army contract. american airlines,...
61
61
Oct 21, 2021
10/21
by
CNBC
tv
eye 61
favorite 0
quote 0
how great jensen wong is doing and how great nvidia is doing and all the stories that seemingly have a better narrative around them. as you said, over one year, your target, your outlook, people are going to be disappointed over five years, why not take a bet on what you say is cheap stock? >> i think it simply comes down to uncertainty so if you wait a year, are you going to be -- have any -- you will have more insight, and you will have avoided the pain of what happens in 2022 if they are targeting being ahead in 2004, you will have a far better idea when we get closer to that time. 12 months from now, 18 months from now, whether they are executing the plan, whether they are starting to come out with technologies that are competitive. but i just don't see why one would be involved now when all you can see is the investment. we are still looking at the projects that were started by the last team. and so you are not really seeing what pat brings to the table until 24 or 36 months from now. >> matt, thank you very much that's matt bryson. >>> coming up, react to the big deal that surp
how great jensen wong is doing and how great nvidia is doing and all the stories that seemingly have a better narrative around them. as you said, over one year, your target, your outlook, people are going to be disappointed over five years, why not take a bet on what you say is cheap stock? >> i think it simply comes down to uncertainty so if you wait a year, are you going to be -- have any -- you will have more insight, and you will have avoided the pain of what happens in 2022 if they...
52
52
Oct 12, 2021
10/21
by
CNBC
tv
eye 52
favorite 0
quote 0
there's a big focus at least from a lot of traders i talk to on names like nvidia, advanced micro devices where it's not just about adi, but it could be others out there and even some of the biggest players like nvidia. it's the biggest one out there >> if you think about what will require more and more power, the answer is virtually everything that's why we think ti is well positioned there's going to be tremendous amount from auto, washing machines not the exciting stuff the stuff we use every day is going to swallow up chips. >> all right a couple of votes of confidence there. this was enjoyable thank you all so much. dom, nancy and michael on this face off edition of rapid fire >>> coming up, we're sticking with the head to head theme in semis. even jim cramer is getting in on the action with his newsletter the stock he thinks is one of the best bets, next. i've spent centuries evolving with the world. that's the nature of being the economy. observing investors choose assets to balance risk and reward. with one element securing portfolios, time after time. gold. agile and liquid. a pr
there's a big focus at least from a lot of traders i talk to on names like nvidia, advanced micro devices where it's not just about adi, but it could be others out there and even some of the biggest players like nvidia. it's the biggest one out there >> if you think about what will require more and more power, the answer is virtually everything that's why we think ti is well positioned there's going to be tremendous amount from auto, washing machines not the exciting stuff the stuff we...
175
175
Oct 15, 2021
10/21
by
CNBC
tv
eye 175
favorite 0
quote 0
i say stay long amd and nvidia that have dethroned intel. then there is snap parent of snapchat online advertisement is gaining ground it is sweeter than twitter i bet it could continue. friday has three that i want to own. honeywell, american best and schlumberger i think we'll hear that that is what we like so that is why we've ahave this position -- an americans did well during the lockdown and imagine how much they could make plnow. they're getting a better than expected numbers as for schlumberger, a price of crude at $80 maybe it will go to $100 crypto crates, crypto currency advocates are going nuts about how the s.e.c. might grant an etf or two for bitcoin futures and it might be as early as tuesday. they're bidding up crypto and beating the etf will spike in interest i think that interest is coming right now. not after after the trade and it is too heated. i'm thinking of selling some, not all, but some of my ethereum but we've had an amazing couple of days. since september i warned that the market hits a rough patch and it lasts th
i say stay long amd and nvidia that have dethroned intel. then there is snap parent of snapchat online advertisement is gaining ground it is sweeter than twitter i bet it could continue. friday has three that i want to own. honeywell, american best and schlumberger i think we'll hear that that is what we like so that is why we've ahave this position -- an americans did well during the lockdown and imagine how much they could make plnow. they're getting a better than expected numbers as for...
51
51
Oct 12, 2021
10/21
by
CNBC
tv
eye 51
favorite 0
quote 0
they also have buy-rated stocks including nvidia which is josh, obviously.as, texan, go first >> it's to the auto industry and we all know that the auto industry is using more and more chips so this is a company that you definitely want to buy it has great valuations at this level and also profitability going forward. outstanding, strong earnings expectations on this company. >> steph, nxp. if i recall, you have been adding to this recently, haven't you? >> yeah. over the last couple of weeks i took my amazon money and put it into nxp and down 19% and trades at 18 times and the two has auto exposure and this year it will lead up to pent-up demand, and i think they'll be able to increase content by two-fold basically because of ev and also driver assistance. they're buying back stock and raising dividend and doing all of the right things. >> pete, micron. >> unfortunately, performance is really lacking, scott and that's been frustrated for me they're in the data storage area for sure they're in 5g and they have all of the right parts of the marketplace to dis
they also have buy-rated stocks including nvidia which is josh, obviously.as, texan, go first >> it's to the auto industry and we all know that the auto industry is using more and more chips so this is a company that you definitely want to buy it has great valuations at this level and also profitability going forward. outstanding, strong earnings expectations on this company. >> steph, nxp. if i recall, you have been adding to this recently, haven't you? >> yeah. over the last...
88
88
Oct 22, 2021
10/21
by
CNBC
tv
eye 88
favorite 0
quote 0
i would play the favorites, nvidia and amd if they break this level right here, they both break out. of stock movers feel stuck with your finances? ♪ ♪ move your money to sofi. earn up to $930 when you download the app and feel what it's like to get your money right. you have the best pizza in town and the worst wait times. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome back cleveland cliffs with their best day since june jeff, you are watching this one. >> we saw some reports earlier in the week on u.s. steel that put this on my radar i believe cleveland cliffs is a little unique in terms of revenue model. goldman sachs had a double down. they talked about investments and pressure on free cash flows and pressure on steel prices next year and how that is likely to affect their price model. i think with cleveland cliffs it is a different story because they are less exposed to steel spot prices. they think their average selling price in 2022 is going to be higher
i would play the favorites, nvidia and amd if they break this level right here, they both break out. of stock movers feel stuck with your finances? ♪ ♪ move your money to sofi. earn up to $930 when you download the app and feel what it's like to get your money right. you have the best pizza in town and the worst wait times. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire...
268
268
Oct 4, 2021
10/21
by
CNBC
tv
eye 268
favorite 0
quote 0
. >> caller: rock star hey, before i get to my equity, is nvidia a german shepherd, your new dog >> noa cattle dog. 47% -- it's an australian cattle dog but thank you for asking a guy on the street today and he said boy i love you. i love nvidia right back how can i help >> caller: my equity is bionano -- >> that's as speculative as you can get. understand that that one could be cut in half and no one would care that's the problem vito in new jersey vito. >> caller: boo-yah. >> good to have you on the show. what's going on? >> caller: long time fan love your show listen, i'm calling about plug -- >> i love hiram. we were talking about the investment club and i said i am a huge investor of green hydrogen plug is the most bismal way to play it. i myself prefer -- oh, boy, whatever but i prefer one thing and one thing only lending. why lending? because they make the -- they are the largest maker of hydrogen you need a lot of hydrogen to have green hydrogen. let's go to richard in washington richard. >> caller: oh, man how are you, sir >> i am doing well how about you? >> caller: i'm great
. >> caller: rock star hey, before i get to my equity, is nvidia a german shepherd, your new dog >> noa cattle dog. 47% -- it's an australian cattle dog but thank you for asking a guy on the street today and he said boy i love you. i love nvidia right back how can i help >> caller: my equity is bionano -- >> that's as speculative as you can get. understand that that one could be cut in half and no one would care that's the problem vito in new jersey vito. >>...
14
14
Oct 28, 2021
10/21
by
CNBC
tv
eye 14
favorite 0
quote 0
been the average stock has a lot of catchup to do to the very largest once today, apple, amazon, nvidiatesla are responsible for vast majority of the gains in the nasdaq 100 this shows you the ndx concentrated in the top five names, 40% of the market weight is in five stocks. the equal version, equal weighted version of the same 100 stock index that has lagged badly as you can see here, rolled twice in the last couple of months, catching up a little bit today. this is the equal-weighted s&p technology sector. also under performing a bit. just only recently, though and here we have the small cap information technology sector, subset of the s&p 600 small cap. so what you see here basically is the megacaps kind of taking more than their share. you can read this two ways, one of which is it's a very narrow market, concentrated bets. the big winners keep on winning. the other way is we had a consolidation and shakeout in the average stock. most stocks have gone side waste. maybe you can get some catchup into year end which would maybe broaden things out a little bit. that's what we're watchi
been the average stock has a lot of catchup to do to the very largest once today, apple, amazon, nvidiatesla are responsible for vast majority of the gains in the nasdaq 100 this shows you the ndx concentrated in the top five names, 40% of the market weight is in five stocks. the equal version, equal weighted version of the same 100 stock index that has lagged badly as you can see here, rolled twice in the last couple of months, catching up a little bit today. this is the equal-weighted s&p...
47
47
Oct 4, 2021
10/21
by
CNBC
tv
eye 47
favorite 0
quote 0
laggards with docusign down 5.5% keep an eye on the semiconductor etf, down nearly 3% with names like nvidia more people look at areas of the semiconductor space that might now be seeing a glut forming autos, laptop computers, things like that. we hlet's get to frank holland for an update now. hi, frank. >> hi, kelly >>> in california clean-up efforts ramping up to limit damage from one of the largest oil spoils in recent california history. more than a mile of oil booms have been deployed while officials are racing to find and rescue animals harmed by the oil. >>> on the news, the search for the cause of the spill, that's tonight at 7:00 eastern. >>> new york city mandate for public school workers to be vaccinated has gone into effect. mayor de blasio says 95% of the 150,000 people affected have gotten their shots that includes more than 18,000 school workers who got vaccinated since september 24th. >>> president biden will go to the chicago area on thursday he will be pushing his administration's efforts to encourage more americans to get vaccinated >>> european regulators have approved co
laggards with docusign down 5.5% keep an eye on the semiconductor etf, down nearly 3% with names like nvidia more people look at areas of the semiconductor space that might now be seeing a glut forming autos, laptop computers, things like that. we hlet's get to frank holland for an update now. hi, frank. >> hi, kelly >>> in california clean-up efforts ramping up to limit damage from one of the largest oil spoils in recent california history. more than a mile of oil booms have...
50
50
Oct 14, 2021
10/21
by
CNBC
tv
eye 50
favorite 0
quote 0
so they're very aggressively positioning there, along with nvidia, by the way, where they had a hugeare of next week's expiring 215 calls, scott, when the stock was trading 213. these are all already moving enough to start trimming and maybe take a little bit off, but i'm holding off for right now, but by the end of the day i might be out of the trades already because they're moving so fast. you have to be disciplined in a market like this because they're short term >> i have to bounce. we'll come back with another pete buy he's adding to a position and josh brown has a new reveal. we'll talk about it next that building you're trying to sell, - you should ten-x it. - ten-x it? ten-x is the world's largest online commercial real estate exchange. if i could, i'd ten-x everything. like a coffee run... don't just sell it. ten-x it. wondering what actually goes into your multi-vitamin. at new chapter. its innovation organic ingredients and fermentation. fermentation? yes, formulated to help your body really truly absorb the natural goodness. new chapter. wellness well done. baaam. interne
so they're very aggressively positioning there, along with nvidia, by the way, where they had a hugeare of next week's expiring 215 calls, scott, when the stock was trading 213. these are all already moving enough to start trimming and maybe take a little bit off, but i'm holding off for right now, but by the end of the day i might be out of the trades already because they're moving so fast. you have to be disciplined in a market like this because they're short term >> i have to bounce....
38
38
Oct 15, 2021
10/21
by
ALJAZ
tv
eye 38
favorite 0
quote 0
i had so nina thought, other, dingy, nvidia, we, i acquired charlie there, sheesh yang. she's ex husband's abuse escalated, and the final straw was when he threatened to kill her family allegations that lay about and had a foothold her when you. but it was a when you put in her was a sham in jojo that got and you're shadowing young daniel high balcony. the highs up the cherish. i want the demoniac hoshal while the ha long of a young buzzer for those those just to santa. so i was roger national. dennis alisha, when i'm bullion to her new one. yeah. or should i the drill much or the wind shy of bulk? what back up our map our has all were the shadow to get all fowler that night young. she picked up the axe and killed her husband in his sleep. although we'll limp at up and young, straightened and thoughtless. deonna shake her. oh no, no. how can i, how would i go for this gentleman? don't we? um. oh yeah, i acted only me on an hour amir an hour my mare into our back. i'm in an hour, has a larger needle granular coaches on young. she was sentenced to 12. he is for the murder,
i had so nina thought, other, dingy, nvidia, we, i acquired charlie there, sheesh yang. she's ex husband's abuse escalated, and the final straw was when he threatened to kill her family allegations that lay about and had a foothold her when you. but it was a when you put in her was a sham in jojo that got and you're shadowing young daniel high balcony. the highs up the cherish. i want the demoniac hoshal while the ha long of a young buzzer for those those just to santa. so i was roger national....
32
32
Oct 21, 2021
10/21
by
BLOOMBERG
tv
eye 32
favorite 0
quote 0
in the process, they are bleeding market share to the likes of nvidia.t's what keeps happening quarter after quarter. they have to take the gross margin guide down and keep talking about how they are investing for the future. execution will take a while and i think it's going to be a while before they return to the top line growth. shery: whether it's a case of intel or other tech companies the likes of snap, like you said priced perfection. given the surge in yields, is it inevitable that we are going to see disappointment when it comes to the share price after receipt results? >> the multiples are high. what snap did was kept reiterating how their business looks so good. talk about over 50% topline growth for the next three years. in the case of i dfa, it's affecting all ad companies because there ad accuracy and effectiveness is going down. who benefits? probably apple. you will see apple become a formidable competitor on the ad side. if you are a highly valued stock, you have to keep beating the numbers, otherwise this is what could happen. paul: we
in the process, they are bleeding market share to the likes of nvidia.t's what keeps happening quarter after quarter. they have to take the gross margin guide down and keep talking about how they are investing for the future. execution will take a while and i think it's going to be a while before they return to the top line growth. shery: whether it's a case of intel or other tech companies the likes of snap, like you said priced perfection. given the surge in yields, is it inevitable that we...
54
54
Oct 6, 2021
10/21
by
CNBC
tv
eye 54
favorite 0
quote 0
nvidia especially down 2.5 this morning. all of these tech stocks, can you really blame them? they've been so amazing and out performing you get a little move up in the 10 year. and down a little. if you are in for the long haul and people servicing the cloud and selling into the cloud it's going to be an amazing time for tech stocks. >> you've got windows 11 coming out and the hundreds of millions of computers that can't run microsoft windows 11, so they'll need to be upgraded. cyber security and other things. you do have the long term. >> you have to hand it to dell and how they've kept relevant vaent since 1980s. >> not the point of what they've done with all the changes have been for more broader issues. it will matter for the company just on pc demand. the other issue pressuring markets. brian is following that part of the story for us the idea is that can they get natural gas to heat their homes. >> as you noted. it is a big, growing story or maybe the biggest economicstor in the world so many things happening all at once here is the run down of why this is happening rig
nvidia especially down 2.5 this morning. all of these tech stocks, can you really blame them? they've been so amazing and out performing you get a little move up in the 10 year. and down a little. if you are in for the long haul and people servicing the cloud and selling into the cloud it's going to be an amazing time for tech stocks. >> you've got windows 11 coming out and the hundreds of millions of computers that can't run microsoft windows 11, so they'll need to be upgraded. cyber...
132
132
Oct 15, 2021
10/21
by
CNBC
tv
eye 132
favorite 0
quote 0
throughout this period there's one person that's been a beacon in this group, and then nvidia, okay,y like marvell. marvell is not -- not avengers, but a semiconductor company. >> i'm aware >> thank you. >> so it's three, marvell, it's nvidia, and amd. that's what goldman wants you to own, but they like broadcom now. those are all high-performance computers. i have amazon web services on tonight, and marvell has specialized chips. >> we're going to get some earnings next week, evercore today names netflix a tactical outperform best net stock relative to the estimates going into the print. >> they spent a billion developing korean programming. rarely have i seen one movie move a stock, one program move a stock like this has. it has gripped america i find when we're talking about the eagles, they want to know who is watching this program it's gripped america, david. >> actually, the world yeah, which goes to the power of the netflix program. this was a program proud not in this country, in south korea, and obviously has great currency around the world maybe not north korea. they don't
throughout this period there's one person that's been a beacon in this group, and then nvidia, okay,y like marvell. marvell is not -- not avengers, but a semiconductor company. >> i'm aware >> thank you. >> so it's three, marvell, it's nvidia, and amd. that's what goldman wants you to own, but they like broadcom now. those are all high-performance computers. i have amazon web services on tonight, and marvell has specialized chips. >> we're going to get some earnings next...
74
74
Oct 22, 2021
10/21
by
CNBC
tv
eye 74
favorite 0
quote 0
margins are supposed to be a bit weaker, and tamd and nvidia last i checked, those names were higher, but it speaks to the di234578ic here of a reimagining of this company and all that it's going to take >> speaking of getsinger we've had this conversation of the ceo of intel, whether this should be a finance person or a technology person when he came in, the street for the mast part said finally we have an engineer running the company, but still the pressure is there. >> i think that's fair there is a certain shareholder constituency they're playing toward, and if this is the conclusion, maybe it's the right call it's just at a high cost to shareholders for the short tomorrow i assume earnings estimates are going to come down, but it's acting like a value trap, but it already is pretty rock bottom value-wise. >> you have the china smackdown affecting the cloud side of the business everything is going on with the chip shortage, not necessarily their chips, but getsinger did say and this was an issue that plagued intel for a couple years, that the shortages facing its own internal manu
margins are supposed to be a bit weaker, and tamd and nvidia last i checked, those names were higher, but it speaks to the di234578ic here of a reimagining of this company and all that it's going to take >> speaking of getsinger we've had this conversation of the ceo of intel, whether this should be a finance person or a technology person when he came in, the street for the mast part said finally we have an engineer running the company, but still the pressure is there. >> i think...
75
75
Oct 5, 2021
10/21
by
CNBC
tv
eye 75
favorite 0
quote 0
only buying the large core technology names microsoft, apple, nvidia, salesforce not the high volatiled the reason is that these companies still have higher earnings growth than the market it will be on the year over year comparison coming down a little bit but i think that they're in a good spot if the market comes down because the pricing is so high so long term horizon core technology is the excellent place to add to as we sell off here a little bit. >> did it get oversold >> technically yes yesterday we talked about trading as a group facebook down 5% why apple, microsoft, amazon, alphabet down 2.5% to 3% people view them as a block and now up 1% to 2% today. makes sen. we have had even here a valuation adjustment still higher than the range before the pandemic but looking at the nasdaq 100 at 26 times earnings is not cheap. skimming away the premium. if the index is flat from here and probably 15% growth then it's back to pre-covid levels so over time they can grow into it even if they're not the leadership group. >> you mentioned the key kind over levels for the s&p. what about t
only buying the large core technology names microsoft, apple, nvidia, salesforce not the high volatiled the reason is that these companies still have higher earnings growth than the market it will be on the year over year comparison coming down a little bit but i think that they're in a good spot if the market comes down because the pricing is so high so long term horizon core technology is the excellent place to add to as we sell off here a little bit. >> did it get oversold >>...
143
143
Oct 14, 2021
10/21
by
CNBC
tv
eye 143
favorite 0
quote 0
continue to point to along the lines is amd which is high valuation, but you can justify it, and nvidia the flip side is that a name like micron which proves over and over again as much as you want to make it a secular story, it is in the form of commodity and pricing. >> i get what karen and tim say. i think if you are looking for proof positive, look at the divergence between the three names i mentioned. >>> let's go to the chart master, carter worth what are the charts telling you? >> what is so fascinating is that every once in a while a level takes on great importance, meaning where the market went to today and where it closed. we know it is not a pe matter. often it's just technical. let's look at three charts in the same time frame and make a point that i think matters for all of us. there was an unfilled gap left from two weeks ago at the 4436.19 level. today we filled that gap look at the second chart, same timeline the down trend essentially also comes into play right at 4435.36. and the third chart. the unfilled gap -- the trend line is not random, not valuation or gdp the ma
continue to point to along the lines is amd which is high valuation, but you can justify it, and nvidia the flip side is that a name like micron which proves over and over again as much as you want to make it a secular story, it is in the form of commodity and pricing. >> i get what karen and tim say. i think if you are looking for proof positive, look at the divergence between the three names i mentioned. >>> let's go to the chart master, carter worth what are the charts telling...
92
92
Oct 13, 2021
10/21
by
CNBC
tv
eye 92
favorite 0
quote 0
nvidia is up 60% it seems to have bounced off its 100-day moving average i think it has more to do with that, the tail winds amd released a new chip, a raytheon chip for you geeks out there. i think that was on a granular level. i love texan the chart tells me that it can move higher and qualcomm down 13% year-to-date is down at support from october of 2020 if you are thinking about rolling the dice and throwing a dart here, i think you dabble in qualcomm or texan. >> cramer is sticking by one apple supplier find out which one >>> we are just getting started here on "fast money. here is what's coming up next. >>> big bank earnings are underway j.p. morgan in the books how will the others fair traders are checking the balance on this group, next. >>> plus we are getting ready to throw some heat with a fast pitch. the energy name he says is primed to pump higher. we have that and more when we return hi, i'm ladonna. i invest in invesco qqq, a fund that gives me access to the nasdaq-100 innovations, like real time cgi. okay... yeah... oh. don't worry i got it! become an agent of innovation
nvidia is up 60% it seems to have bounced off its 100-day moving average i think it has more to do with that, the tail winds amd released a new chip, a raytheon chip for you geeks out there. i think that was on a granular level. i love texan the chart tells me that it can move higher and qualcomm down 13% year-to-date is down at support from october of 2020 if you are thinking about rolling the dice and throwing a dart here, i think you dabble in qualcomm or texan. >> cramer is sticking...
105
105
Oct 21, 2021
10/21
by
CNBC
tv
eye 105
favorite 0
quote 0
>> seeing a lot of great activity on nvidia i think it's still going higher. >> guy >> i wish i coulde you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now >>> hey, i'm cramer. welcome to "mad money. welcome to cramerica, i'm just trying to make sense of it here because i want to make you some money. my job is to entertain, to educate, teach, and put this whole thing in context so call me at 1-800-743-cnbc or tweet me @jim cramer
>> seeing a lot of great activity on nvidia i think it's still going higher. >> guy >> i wish i coulde you money i'm here to level the playing field for all investors. there's always a bull market somewhere, and i promise to help you find it. "mad money" starts now >>> hey, i'm cramer. welcome to "mad money. welcome to cramerica, i'm just trying to make sense of it here because i want to make you some money. my job is to entertain, to educate, teach,...
188
188
Oct 28, 2021
10/21
by
CNBC
tv
eye 188
favorite 0
quote 0
>> nvidia. by the way, that stock has been a very strong performer, even this week.n though we talked about -- nvidia had a very strong day. >> i think they're going to off -- offer a lot of money to craters. >> a look at some other movers this morning we have a lot of ceos to come. i do have to point out, our parent company, which reported earnings that were actually considered to be good when i was talking to people this morning, ebitda was quite strong, people seemed encouraged by the buyback, but look at comcast shares, they're down another four-plus percent. you've got to believe something was said on the call --. i left my phone upstairs, people may be texting me to tell me why, but regardless, the stock is getting hit >> i was being interviewed saying i don't think the bears would be respected, those headline numbers the bears are winning again. >> they are. they are they are and, you know, the concern there is there's continued competition, the overbuild to a certain extend from tea, concerning their fiber aspirations, oh, yeah, my phone. thank you. >> on the
>> nvidia. by the way, that stock has been a very strong performer, even this week.n though we talked about -- nvidia had a very strong day. >> i think they're going to off -- offer a lot of money to craters. >> a look at some other movers this morning we have a lot of ceos to come. i do have to point out, our parent company, which reported earnings that were actually considered to be good when i was talking to people this morning, ebitda was quite strong, people seemed...
47
47
Oct 7, 2021
10/21
by
BLOOMBERG
tv
eye 47
favorite 0
quote 0
nvidia up about 2% in the premarket.ealizing valuations definitely got a little too oversold, at least based on traditional technical measures. keep an eye on gm. those shares up about 1.2% today. mary barra doubling down on that pledge to double revenue by the end of the decade. a big component of that is going to be the self-driving car unit. that unit expected to contribute about $50 billion of revenue within six years at about 40% on a margin basis. rocket lab which has positioned itself as an alternative to spacex, got a nasa contract for a solar sail project. supposed to be more of a renewable way to get things to the edge of space, so those shares up 8%. jack dorsey in the news. square shares moving higher on initiation over at jefferies. the analysts basically calling it the leader in the neo-bank space, saying it is a must own. twitter shares also higher. tom: the what bank space? romaine: neo-bank, tom. you can go to a regular bank like you do, or you can do neo-banks. square, fintech, whatever you want to call
nvidia up about 2% in the premarket.ealizing valuations definitely got a little too oversold, at least based on traditional technical measures. keep an eye on gm. those shares up about 1.2% today. mary barra doubling down on that pledge to double revenue by the end of the decade. a big component of that is going to be the self-driving car unit. that unit expected to contribute about $50 billion of revenue within six years at about 40% on a margin basis. rocket lab which has positioned itself as...
18
18
Oct 26, 2021
10/21
by
BLOOMBERG
tv
eye 18
favorite 0
quote 0
we don't talk about nvidia, when example outside the faang picture. jonathan: i caught up with john hancock yesterday morning, and they were talking about growth fading into next year, and as growth gets scarcer compared to where we are, they like those equities still. so it becomes a style story maybe more than a valuation story. tom: to me, that is richard bernstein 101, who i think is fabulous. it is profit that can be measured, free cash flow that can be measured, etc. but can you actually make profit? i just looked at a luxury maker making $0.40 even on the -- $0.40 ebita on the dollar. jonathan: i just saw that across the bluebird as i monitor the headlines. tom: this is new york city and the resurgence of new york city. fendi moved across madison avenue into the old coach store. jonathan: tom's knowledge of luxury is ridiculous. [laughter] another announcement, this one a little bit more serious, senator joe manchin speaking with david rubenstein at the economic club of washington, d.c., 9:00 a.m. if you want to watch that on the bloomberg, tha
we don't talk about nvidia, when example outside the faang picture. jonathan: i caught up with john hancock yesterday morning, and they were talking about growth fading into next year, and as growth gets scarcer compared to where we are, they like those equities still. so it becomes a style story maybe more than a valuation story. tom: to me, that is richard bernstein 101, who i think is fabulous. it is profit that can be measured, free cash flow that can be measured, etc. but can you actually...
54
54
Oct 4, 2021
10/21
by
BLOOMBERG
tv
eye 54
favorite 0
quote 0
moderna, nvidia, the worst performing stocks.is the outperfomer only, really, within the s&p. this is bloomberg. ♪ >> 12 weeks of paid family leave. >> six days. quick six whole days of family -- >> nights. >> six nights. not a bad company's. what you want in return? >> what about a child tax credit? >> great idea. we said children should not pay taxes. >> but if we give children too much leeway, how are we going to get them to work in the minds? we need their tiny hands to dig. the big pieces of coal are gone -- we need the little kid fingers. >> roads -- is everyone ok with roads? >> i like roads. me, too. roads are where truck slipped. alix: that was the cold open to "snl,," but the real joke was between senator manchin and then enter cinema, how they are holding in hostage the human infrastructure bill and making fun of the demands come even though they are considered democrats, of how, maybe, off-center they may be to the right. guy: but are they still to the left of center? alix: no. guy: is a question. alix: the house is,
moderna, nvidia, the worst performing stocks.is the outperfomer only, really, within the s&p. this is bloomberg. ♪ >> 12 weeks of paid family leave. >> six days. quick six whole days of family -- >> nights. >> six nights. not a bad company's. what you want in return? >> what about a child tax credit? >> great idea. we said children should not pay taxes. >> but if we give children too much leeway, how are we going to get them to work in the minds?...
824
824
Oct 5, 2021
10/21
by
MSNBCW
tv
eye 824
favorite 0
quote 0
take a look at other companies like nvidia and qualcomm and there is a reason why companies like facebookraded company in america and had the biggest decline over the last month. that's $158 billion in mark value loss. >> dom chu, thank you so much. >>> just 25 minutes from now, the whistleblower will testify. there is a lot more questions whether the company needs to be regulated or possibly broken up. joining me now to discuss, facebook's global health of safety. i know it has been a couple of days. your entire unit is about safety. do we know for sure that our data was not breached? >> i don't have particular information on the outage yet and we are working on it. whether it's whatsapp or people communicating with families all over the world. in 2008 was our last big outage that we had, we had have few of them that's because we do operate at scale and we invest $13 billion since 2016 in our safety and security systems. these are rare instances that we work quickly to resolve this them. >> do we know there is a data breach? >> i don't believe so. i don't have that information so i am no
take a look at other companies like nvidia and qualcomm and there is a reason why companies like facebookraded company in america and had the biggest decline over the last month. that's $158 billion in mark value loss. >> dom chu, thank you so much. >>> just 25 minutes from now, the whistleblower will testify. there is a lot more questions whether the company needs to be regulated or possibly broken up. joining me now to discuss, facebook's global health of safety. i know it has...
23
23
Oct 19, 2021
10/21
by
BLOOMBERG
tv
eye 23
favorite 0
quote 0
apple, amazon, google, facebook, nvidia.is what dominates these, not oil, not energy, not even consumers. tom: we are out of time. i have 18 more questions on what we do with our money in the plan for it. barry ritholtz running for bloomberg opinion with a terrific podcast that garners thousands of listeners each week. lisa, it is an absolutely unusual time. what i find stunning besides the simplicity that the crew has been humbled is we have seen it dovetail with a commodity left. i did not expect that. lisa: i'm trying to get my head around the idea of what is driving the inflationary push we are seeing. the fact that people have so much cash in their savings account and how much is the supply chain disruption the idea we are seeing, just people not getting back into the workforce after the pandemic. this to me is a determining factor with transitory or not. i am struggling to understand how to look at a market that looks vastly different than the one we saw 10 years ago. tom: we make jokes about $19 -- i do not even know
apple, amazon, google, facebook, nvidia.is what dominates these, not oil, not energy, not even consumers. tom: we are out of time. i have 18 more questions on what we do with our money in the plan for it. barry ritholtz running for bloomberg opinion with a terrific podcast that garners thousands of listeners each week. lisa, it is an absolutely unusual time. what i find stunning besides the simplicity that the crew has been humbled is we have seen it dovetail with a commodity left. i did not...
102
102
Oct 6, 2021
10/21
by
CNBC
tv
eye 102
favorite 0
quote 0
computing coming i have to tell you i often thought if amd weren't caught up in the acquisition and if nvidia hadn't been caught up in doing arm, they would have bought the last thing you bought. it would have been a perfect fit. nfi which is the acquisition we announced in april and it closed in october, it's one of the premiere companies it was very expensive and the fact that we're able to get it done was tremendous and we're already seeing the benefits of that, by the way, jim, in the second quarter which was the first full quarter of inphi as part of marvell. it beat where street had thought it would be. it was a creative to eps in the first quarter out where i think when -- if you remember when we announced the deal the stock fell and people thought that this was going to be a diluted transaction. it's creative to earnings and driven up the entire company growth rate. i think we were able to time that just right. for us it was a perfect fit and really filled out our portfolio in a meaningful way. >> i remember when i talked with you when you did the acquisition. i wish people had 5,000
computing coming i have to tell you i often thought if amd weren't caught up in the acquisition and if nvidia hadn't been caught up in doing arm, they would have bought the last thing you bought. it would have been a perfect fit. nfi which is the acquisition we announced in april and it closed in october, it's one of the premiere companies it was very expensive and the fact that we're able to get it done was tremendous and we're already seeing the benefits of that, by the way, jim, in the...
31
31
Oct 5, 2021
10/21
by
BLOOMBERG
tv
eye 31
favorite 0
quote 0
the update from nvidia on up -- the update from infineon up. you go down the 303 in the u.k. go past wincanton, one of the largest trucking companies in the u.k.. a trading update today. we have a shortage of truckers, the fear was as a result of which you would see wage inflation eating away at the margins. they have held their outlook fairly steady. the markets have a huge positive. wincanton up 7.5%. alix: supply chain issues are the talk among all of the ceos that have come onto the bloomberg television. some morning these issues are here to stay for longer. >> we have people that have over 100 containers sitting in various ports and factories because they cannot get a vessel due to scarcity. >> we need to speed the velocity throughout the domestic supply chain. >> in the international markets you're looking through at least february and march before anything will change, and personally it will go along after that. >> what the big chipmakers are saying is the constraints will be with us throughout 2022. >> i would not be canceling christmas just yet. christmas is definite
the update from nvidia on up -- the update from infineon up. you go down the 303 in the u.k. go past wincanton, one of the largest trucking companies in the u.k.. a trading update today. we have a shortage of truckers, the fear was as a result of which you would see wage inflation eating away at the margins. they have held their outlook fairly steady. the markets have a huge positive. wincanton up 7.5%. alix: supply chain issues are the talk among all of the ceos that have come onto the...
44
44
Oct 26, 2021
10/21
by
BLOOMBERG
tv
eye 44
favorite 0
quote 0
facebook's numbers were there massive capex expectations that we think will benefit guys like amd, nvidiave towards building out their datacenter and artificial intelligence plays. so we would expect some sort of an update regarding that for amd, and for ti, it will be about the semi-cycle more generally here. automotive is a big pain point for everyone out there. ti has been doing its best to try to alleviate those pain points, but we will be super focused on lead times, backlog, and the supply chain overall for ti. alix: what do you think we are going to learn about when the supply chain issues will resolve themselves? i feel like that timeline is getting pushed out longer and longer, in terms of the supply chain issues and pricing we see. what is your best guess right now? christopher: we are the only company that tracks semiconductor leadtimes since 2013. we started collecting this data, and we had an interesting piece out today that shows a slowdown in the second derivative for this expansion in leadtimes, which could be the very first sign of something yet to come. so we think there
facebook's numbers were there massive capex expectations that we think will benefit guys like amd, nvidiave towards building out their datacenter and artificial intelligence plays. so we would expect some sort of an update regarding that for amd, and for ti, it will be about the semi-cycle more generally here. automotive is a big pain point for everyone out there. ti has been doing its best to try to alleviate those pain points, but we will be super focused on lead times, backlog, and the...
19
19
Oct 6, 2021
10/21
by
CNBC
tv
eye 19
favorite 0
quote 0
specifically with regard to names in semi conductors nvidia one of the more volatile names over the course of the last week or so here also financial technology, paypal and square among those names that has seen more of that swing along with the market. also zoom video. some of the higher growth oriented names and chinese internet remember a big story a couple months ago, those names very vol volatile, as well. trending lower and seeing a bid for the big chinese tech companies out there. the nibbling is also happening with certain parts of the mega cap technology space and communication services, as well. the notable ones here in the middle microsoft, alphabet and amazon you can see fractional gains the two not participating at this level apple and facebook we know facebook has headline risks associated with it and that mega cap trade seeing dip buying and, of course, close it out with the really big picture. we often talk about the ten-year treasury note yield as the proxy for interest rates we want to show you the 30-year interest rate. at one point, guys, we hit 2.15%. that's important
specifically with regard to names in semi conductors nvidia one of the more volatile names over the course of the last week or so here also financial technology, paypal and square among those names that has seen more of that swing along with the market. also zoom video. some of the higher growth oriented names and chinese internet remember a big story a couple months ago, those names very vol volatile, as well. trending lower and seeing a bid for the big chinese tech companies out there. the...
137
137
Oct 15, 2021
10/21
by
CNBC
tv
eye 137
favorite 0
quote 0
and we will equal weight across the board from whether or not secular and structural growth like nvidia and mor value-type growth it in terms of cisco and texas instruments. so we love the technology sector it's our favorite sector over the next three to five years and we think it's more deflationary than inflationary. >> did you see the retail report today jason snipe and say, okay, we've talked about the financials and we've just talked about technology and maybe we need to talk about retail. you bought more target, right? >> you bought target is this a new position or an addition >> we've been a longtime holder of walmart and target, obviously, this has been a huge execution story and they're up 30% plus this year and for us, they pulled back a little over 10% earlier this week, and i know we're heading into the fourth quarter and supply chain shortage which we talked about ad nauseam and i do think from an execution perspective, target is a name i'll bet on going forward and we'll get a position on the name. farmer jim, leave me with a thought before i have to say good-bye and send
and we will equal weight across the board from whether or not secular and structural growth like nvidia and mor value-type growth it in terms of cisco and texas instruments. so we love the technology sector it's our favorite sector over the next three to five years and we think it's more deflationary than inflationary. >> did you see the retail report today jason snipe and say, okay, we've talked about the financials and we've just talked about technology and maybe we need to talk about...
53
53
Oct 7, 2021
10/21
by
CNBC
tv
eye 53
favorite 0
quote 0
you can see names like amd and nvidia rising. >>> tyler thank you very much. also a big week for bitcoin, which is trading just below 5,000. institutionate investors are watching closely to see if crypto can prove itself to be a volatility and inflation hedge and many regulatory hurdles have been cleared. >> bitcoin is finally decoupling from high growth tech names. this dynamic is what a lot of bitcoin bulls have been waiting for. it is being described as a hedge against mack owe uncertainly and inflation. bitcoin raise 20g% while most stocks went down it went above $55,000 for the first time since early may as far as drivers, there were fewer negative head leaderships on regulation. we had s.e.c. and fed officials saying they don't plan on banning the industry there is also new speculation of a boinl etf approval coming sometime in october and a resurgence of more institutional buyers new data shows a higher percentage of bitcoin transactions above $10 million $10 million, that tends to suggest bigger moves from institutional players. this is according to da
you can see names like amd and nvidia rising. >>> tyler thank you very much. also a big week for bitcoin, which is trading just below 5,000. institutionate investors are watching closely to see if crypto can prove itself to be a volatility and inflation hedge and many regulatory hurdles have been cleared. >> bitcoin is finally decoupling from high growth tech names. this dynamic is what a lot of bitcoin bulls have been waiting for. it is being described as a hedge against mack...