qualcomm's ceo cristiano amon will join us next.man countdown" coming right back. dexcom g7 is one of the easiest ways to take better control of your diabetes. this small wearable... replaces fingersticks, lowers a1c, and it's covered by medicare. not managing your diabetes really affects your health for the future. the older you get, the more complications you're gonna see. i knew i couldn't ignore my diabetes anymore because it was causing my eyesight to go bad. for my patients, getting on dexcom g7 is the biggest eye opener they've ever had. i couldn't believe how easy it was. this small wearable sends my glucose numbers right to my phone or my receiver. with just a glance i can see if i'm going high, low, or steady. so, i can make quick decisions in the moment. now, i'm a superstar. my a1c is 5.7. my a1c has never been lower. no other cgm system is more affordable for medicare patients than dexcom g7. don't wait! call now, and talk to a real person. (auctioneer) let's start the bidding at 5 million dollars. thank you, sir. (man)

qualcomm's revenue. shares also down about 1.2% at the moment. and you have two other key players that were already churning down with greater markets, still worth watching, broadcom, which just inked a multibillion dollar deal with apple to develop 5g radio frequency components and corning, which makes glass for iphone, ipad and apple watch. both trending in the red right now. scott? >> just ask you one more question unrelated to apple, but since we have taken stock of this all week, nvidia is going to close the week looks to be about 6% down. they had the big keynote at ces. what is your big takeaway this week for that stock? ? the transition from hopper, which was the current gpu iteration to blackwell is not as smooth as what a lot of analysts were anticipating. i say that because the ceo and cfo both said they're not going to up the guidance. they said blackwell is shipping beyond their expectations. but if they're not upping the guidance and one product is doing better than expected, the other prod

it was more the qualcomms and intels of the world.t a reminder to viewers that technology is cyclical. there are new winners and new losers in every cycle. i do think what we're seeing in technology, i think semiconductors are one of the more vulnerable spaces. we're focusing our efforts and suggesting to our clients to remain in software and to look at adding to exposure there. they look better. >> do you think the market in any way is onto, if you will, what's about to happen over the next handful of months and the volatility that could happen as a result of the new administration coming in, new policies that he wants to get done quickly, tariffs that could happen sooner than people may be willing to believe or the size of which, the scope of which, the strength of which could be a little more unsettling, what the talk of tax cuts could mean for rates going up further? do you think the market is on to that? as positive as the outlook still feels like it is, i'm not saying the trend is all of a sudden going to reverse itself, but the

outpacing what qualcomm said earlier today, they have 100 designs.questioning about the lack of ceo presence from lisa sue. but we have to keep in mind, this event and this speech was already planned of the svp present. it shouldn't be a big surprise to a lot of investors. let's get back to the amd news. they're announcing their first of ever commercial expansion with dell. that means bringing the amd. there's a lot of names here. the rise in ai pro processor. think of it as an ai chip. this is a new partnership for them. lastly, amd unveiling new gaming desktop processors. they even took a jab at intel on stage, saying that amd's gaming chips is 20% faster than intel's, quote, best. you can see intel shares actually today, one of the few that are in the red, down about 3%, when the entire sector seems to be climbing higher. nvidia is also expected to release some information on gaming chips later this morning. that name, we know, is coming ever closer to becoming the most valuable company very, very soon. shares are up 4%. but amd, 2:00 p.m. you don

qualcomm, the same thing around a.i. smartphones. so, certainly, the technology is at the point where it is starting to get in consumer's hands. i think e'd like to see it start to drive actual upgrades of devices. i don't know that we've necessarily seen that yet, like, in any sort of large amount, but these -- we're all hopeful. we're all hopeful. >> stacy, you've been bullish in nvidia probably 90% of the time and you've been right to be bullish. here's my question. if there's a competitor out there that concerns you, who would that be? >> yeah, you know, so, if you think about long-term, how does this market shake out, i think gpus are very important. but i'm not actually convinced at the end of the day, it's two gpu vendors. i cover broadcom, who does asics, and i do think the ultimate is probably nvidia gpus and then for captive workloads at hyperscalers, it will likely be asics. they're all working on their own. and i expect asics will outgrow, in the sense they're coming from a much smaller base. you can do the math today, it

pc processor market will put them in direct competition with qualcomm and intel. announcements i just went through but it could push nvidia against those two big concerns. and that was the blackwell delays and also there has been a lot of talk about competition from custom chipmakers like broad common. so look out for the keynote tonight. also important would be the analyst q&a tomorrow afternoon. will get more details about the financial target around 3:30 p.m. eastern time. >> got it. with 4.6%, christina, thank you. our next guest that jensen huang will celebrate a great year, he will not get into any financial projections. until that is meeting is scheduled for tomorrow. we are joined with an entire rating, one of $35 target why are you still so cautious? >> well, nvidia is >> are they still buying and buying and continuing to spend billions and billions of dollars and then benefits nvidia. his that is right. microsoft is given an indication that for the balance of their fiscal year that goes through june, they are going to keep buying these chips. if you list

alongside us chip firms, firms qualcomm and broadcom. and as chip makers surged, other major indexes finished the day with mixed results. dow jones slipped 25 points. tech heavy nasd added 243 points and s&p climbed 32 points. meanwhile, shares of fubo tv surged 200% after it confirmed a merger today with hulu plus live tv. well, as we've mentioned, large parts of the country are dealing with heavy snow. how pandas, though, are ah. behold, a glorious round table pepperoni pizza. huh ? hah ! well, behold ! the pepperoni and grilled chicken..... what the...?? mm hmm. behold, the pepperoni, grilled chicken and bacon pizza from round table. three magnificent toppings. grilled chicken, pperoni and sizzling bacon. try it at round table pizza. old pandas at the national zoo are basking in the snow. look at these shots. giant pandas bailey and king bao were all smiles today after about five inches of snow blanketed the washington, d.c. area. they're rolling around in it. three year old pandas arrived in the district in october. they'll make thei

coca-cola and monster befrmg and call qualcomm. >>> jensen huang spoke at ces announcing a.i. for cars and gaming. he announced a mini desktop. we will talk more about that coming up. bonds are holding steady. jolts and the jobs report on friday. we want to look at energy. wti and brent breaking a five-day winning streak and natural gas pulling back. take a look. natural gas down 4% right now. wti and brent were lower earlier. now wti up .25%. brent crude above $75 a barrel. up .50%. bitcoin off to the strong start to the week. rising above $100,000. pulling back .50%. over the last week, rising more than than 8%. >>> that is the set up. we turn back to the top stock story. nvidia. hitting an all-time high after yesterday's 3% pop. global chip stocks are rallying along with it. look at the board. micron, we mentioned. marvell up .50%. similar for amd. asml up .75% of 1%. this action after jensen huang took the stage at ces last night offering gaming chip on the blockbuster blackwell chip and expansion of the omni verse product which huang says is a multitrillion dollar opportu

qualcomm as well. it is all about the ai pc unfold.an: the hope is this is something exciting, this is a new way to use your p.c. and everyone will rush out to trade in their old machine. every chipmaker is saying we have the best solution for this way of doing things. caroline: you have got to include a brilliant piece about the conversations going on outside the main floor of las vegas. ian king san francisco, thank you with a look ahead to the keynote from nvidia's ceo tonight. this was from earlier. >> everybody should care about jensen huang because he is the most important in 2025 two everybody's returns no matter what market you are investing in right now. nvidia is the driver of everything. caroline: let's get more investor analysis. all hopes on 6:30 pacific? >> clearly, jensen will have a lot to share with the investor base. he has a lot of good stories to tell. ai demand is not abating. news from microsoft last week shows how much more there is to be spent. his talk will likely also hit plenty of other companies more involve

nvidia and qualcomm and broadcom all in the red. for more, let's bring in david zervos of jeffries.d morning, good to see you. >> good to be here. >> what do you make of the weakness in the pre-market? we saw weakness after the better than expected jobs report with bond yields spike. is that continuing over into monitor day or is something els play? >> it is continuing and it feels a little bit rough, but i think the important point of what you just said with bond yields is long-term interest rates did not spike. 30-year bond at 4.93%. it spiked to 5%. it is back to 4.95. it is almost unchanged from where it was prepay roll. what is mogollon ving is the fr. people are getting nervous that the fed will have to stay much higher for much longer. that's actually not going to be the right signal for the fed. so, the interesting thing about the price action said to me on friday and is continuing today into monday is even though we saw this unbelievable strength in the u.s. economy and people are optimistic about the strength going forward, they are getting increasingly worried the fed wil

nvidia up 5% and amd3%, qualcomm 4% and taiwan sensorineural myo5% -- semi 5% and microsoft spendingata -- $80 billion on data spenters and use ago lot of chip chips and sp chips are up and microsoft up 2%. elon musk calling on nigel farage to quit his job as reform leader. ashley, why does musk want farage out? ashley: has to do with musk's comments in support of british anti-immigration and anti-activism and known by the pseudonym tommy robinson currently in prison for contempt of court. musk posted on x saying "the reform party needs a new leader. farage doesn't have what it takes. well, nigel farage, leader of theerer form uk party responded to musk saying in part "well, this is a surprise. elon is a remarkable individual, but on this i am afraid i disagree". it's a big reversal for musk who appeared to support farage and posted with a photograph with him last month. farage's reform party won 14% of the total and 4 million votes vs and five seats in parliament in last july's national election. maybe they can make up. we'll see. stuart: thanks, ash. president biden will permanentl

pc processor market in direct competition with qualcomm, amd and intel. overall, keynote a driver setting the tone for a.i. in general and tomorrow the analysts q&a in the afternoon where we get some, if any,ful updates. helping to drive the stock. >> has been a stock-moving event. right? not just on the monday he delivers the address either. you've seen it on the tuesday and the wednesday following and this comes at a time where the stock seems to need a jump? >> precisely. that's why i put emphasis on tomorrow. sure analysts community will ask for specific questions about blackwell. my assumption that in the keynote focus more on gaming, maybe spectrum x, ethernet cables. very important to bring all of those gbu clusters together. all the information the world wants, investors want, how will they move forward and get that continuous source of revenue and stay one to two years in advance of any other compoter out there? the questions. china restrictions too. the were e they'll get from analysts tomorrow afternoon and where you should start to see movemen

we have seen developments in pcs with chip updates from qualcomm and others. nothing like it used to be. i don't feel it is as disruptive as the show a decade ago. pet tech is launching a pet tracker. they are doing well. we have seen the intersection of agriculture and technology with john deere and autonomous vehicles which is fabulous. >> ben, we appreciate your time this morning. chief analyst at ccs insight. before we let you go, final look at european markets. we are hovering around the flat line really as investors are trying to understand what is the rhetoric out of the united states in terms of tariffs. that is it for today's show, however. i'm silvia amaro. "worldwide exchange" is coming up next. dave's been very excited about saving big with the comcast business 5-year price lock guarantee. five years? -five years. and he's not alone. -high five. it's five years of reliable gig speed internet. five years of advanced securit. five years of a great rate that won't change. it's back. but only for a limited time. high five. five years? -nope. comcast bu

we saw terrific action, some of the beaten down semiconductors, amd, arm, qualcomm. this could last as these companies have greater momentum going into 2025. but there are some chips that frankly can't seem to get off the ground. the potato chips, which a little notice, new study out of cornell's business schools shows the weight loss drugs are having an impact, a meaningful one, that commands attention. there is a drop in processed food sales in the country and it's linked to glp-1 drugs. first the background. middle of last year a wave of fear came over the food group, glp-1 from eli lilly and others as grim reapers, slashing earnings wherever they went. we figured food sales would come down. . at the height of the fear an analyst tried to assess the impact on aerospace and airlines when people got thin. eventually rational returned along with buyers for pretty much everything. now the hysteria is over. maybe there was cause for concern. this study that i like so much took a look at news patterns and concluded that, quoting, households with one glp-1 user reduced g

so qualcomm will be there and, yes, we will have cristiano amon on the show.m coming, intel. we've got nvidia. in fact, on monday night the big key note to kick off the whole thing, the whole shooting match, is general seven wang. and the big -- jensen huang. and the big expectation is they and some of the other chip companies are going to be unveiling a.i. chips for pcs, so is the pc back? everybody was on their little phones, and now we're talking about pcs and computers and laptops. >> well, certainly the pc's getting a good jolt of resurgence because a.i. can allow you to do so much more in terms of your productivity and your personalization, in terms of using it to help create initial draft of a document or a report that used to take literally months you could do in a couple of hours. and jensen, i don't know what he's going to do, honestly, but he's going to get a big crowd, and what he's going to say is almost as important as that exclusive interview that you just had in november. liz: during that interview, i'm glad you brought that up. jensen huang to

this helps amd further compete with intel, qualcomm for the gaming chips when it comes to desktop andstuart: google building a team for a new a.i. model. [laughter] coming tick and fast. what can you tell me -- thick and fast. >> they're trying to simulate the real world. i don't know totally about this. it's part of the deep mind group at google. i know, bear with me. what they're saying is they want to create a world, an a.i. world that simulates the physical world, the real world. so we'll have to see. right now i think of, like, a video game, right? a very interactive a.i. that simulates the real world, but this is bigger than that. stuart: they're using a.i. to train robots in cars -- >> yes. so we can have an a.i. world that directly simulates the real world. stuart: i think i understand that. [laughter] >> you might understand it better than i do. [laughter] stuart: my prompter says a downgrade for tesla. >> yeah. impacting the shares. this is from bank of america. they downgraded to the a neutral from an outperform, but they raised the price target up to $490 from a 400, so th

on the market today, qualcomm's $1,000 aip c can handle a 13 billion parameter we're talking models 15es larger. this is monumental because many investors have expressed concerns about big tech companies not showing enough revenue, not having those big flashy applications that are pulling in all the revenue. this facilitates that because not only can developers support a.i. from the developer side, but consumers will be able to use more a.i. applications so that was a monumental announcement coming from this week. charles: what about the robot stuff? i'm really pumped about the robot stuff. >> i think the words nvidia and robots should be said more together because i have always had the contention when it comes to autonomous vehicles, nvidia, the leading robotics and simulation company, would have the lead here over a company like tesla, and that was, you know, a big debate many years ago. tesla, tesla, tesla. all investors should be sitting up in their seats right now and see that nvidia not only is the common denominator with a.i. data centers. they will be the common denominator wit

amd's been awful, you throw a micron in the mix, qualcomm. that's something to watch early this year, as well. >> thoughts here, karen? >> so, for a.i., i mean, to me, we look at mag seven and how much is driven by a.i., meta has been the most compelling story, because they've been the most able to translate that spend, which is enormous, into actually giving advertisers what they want, right? they're able to target ads, the ads are more effective, the advertisers will pay more for them. so, to me, zuckerberg deserves the benefit of the doubt here on this gigantic spend. we've seen the spend before and it didn't work out with the metaverse, but i think -- it's had a great year, a great two years, but it's still pretty compelling at mid 20-ish multiple. not excluding the cash, so, t's a little more than a market multiple for a stock that is way better than average market stock. >> bonawyn, as you look at the landscape of 2025, is this a year when the market -- goes back sort of to what guy was saying, semiconductors topped out in the middle of

. >> look we have relationship with intel, nvidia, amd, qualcomm and others but at the end of the dayition and innovation and the world needs a strong intel because that drives all this innovation and competitiveness that you see in the market so it's good so we're committed to the intel partnership and it's a matter of time before they turn it around. liz: great to see you. lenovo, i'm going to press this one more time because it's just so much fun. >> have at it. liz: roll with it, baby. good to see you thank you so much. from rolling to skiing. wait until you see the ski mode. check this out. hello. >> hi. liz: okay, this is for those of you who overshoot the lift line and you get a side step all the way up. pan down here and you can see. let's talk a little bit about this , animate that. press that button. so, it basically turns your skiis into mountaineering skiis and like an e-bike and shoves you back up. you can take the tighter shot so you can see exactly what they do, and it's high-performance. electric skiis they power you up to 80% faster and reduce your physical exertion b

. >> i have to rely on myself, but qualcomm makes home healthcare shopping easy.able prices. i get everything i need to manage my incontinence and support my nutrition goals like boost, tena and prevail. i even got 30% off my first autoship order with fast free shipping. carewell makes shopping for home healthcare obligations. get thel healhave you tried these newthel valuefebreze car vent clips? the new intensity dial gives you total control. i can turn it up... that smells good! or turn it down... hmm. nice and light. enjoy 40 days of freshness, your way. ♪ lalalalala ♪ featuring cleopatra symbols that give you double down on slotomania now and start 2025 with 25 free spins. >> we will bring you the latest on the wildfires in california with the attorney general of california in just a moment. but first, $49 billion. that is how much medical debt will be excluded from the credit reports of 15 million americans. after a new rule was finalized by the consumer financial protection bureau just this week. it is the latest development in the bureau's efforts under the