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Mar 19, 2024
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amd is the biggest challenge and amd has been making excellent progress. the thing is the market is growing so quickly that even if nvidia loses some share they can still grow their overall business because there is just a lot of opportunity for everybody. nvidia has also announced that it is expanding its partnerships with byd and other chinese automakers that are racing to build self—driving vehicles. byd overtook tesla last year as the world's top selling electric vehicle manufacturer. it will use nvidia's next generation of in—vehicle chips. its rivals xpeng, li auto and aion hyper gt will also use the product. evergrande group's founder has been barred from china's securities market. regulators have accused the group's flagship unit of securities fraud, failing to make timely disclosures, and inflating its earnings by around $80 billion. hui ka yan was once asia's second—richest man and in charge of one of china's biggest real estate developers. but last september, evergrande said its founder was being investigated over suspected crimes. the ban
amd is the biggest challenge and amd has been making excellent progress. the thing is the market is growing so quickly that even if nvidia loses some share they can still grow their overall business because there is just a lot of opportunity for everybody. nvidia has also announced that it is expanding its partnerships with byd and other chinese automakers that are racing to build self—driving vehicles. byd overtook tesla last year as the world's top selling electric vehicle manufacturer. it...
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Mar 5, 2024
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hstech drive slow as amd hits a road block. supreme court rules donald trump can appear on the ballot, the latest in the race for the white house. breaking news. capital market stay in london looking at core eps at 1.85 euros. structural changes remain and option, but investors are looking at changes. sales are a beat. those are the top lines. there is a focus on structural changes. suggesting there are not any changes yet, focusing on divestments and litigation risks for roundup weed killer and lawsuits continue to play out. china setting a growth target of 5% and setting a deficit target. interesting given deflationary pressures. european stocks ended flat. ftse futures are down. modest downside across u.s. stocks. nasdaq point to losses of 5%. a&e failing to get the green light to sell chips in china. looking at chips this morning. let's look at gold, bitcoin and euro-dollar. the focus is on market reaction to the national people's congress. tech stocks are feeling the squeeze in hong kong, down 4%. gold on a record. 2160 pe
hstech drive slow as amd hits a road block. supreme court rules donald trump can appear on the ballot, the latest in the race for the white house. breaking news. capital market stay in london looking at core eps at 1.85 euros. structural changes remain and option, but investors are looking at changes. sales are a beat. those are the top lines. there is a focus on structural changes. suggesting there are not any changes yet, focusing on divestments and litigation risks for roundup weed killer...
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Mar 5, 2024
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that is what happened to amd. they designed a chip that fell below the highest threshold, the most strict cut off, and then the u.s. said, actually you are not allowed to get an exemption from the overall licensing regime and you are going to have to go through this process. now it remains to be seen whether amd is actually trying to do that or whether they will pivot away from the strategy. ed: amd, down one -- down 1.8%, but the other chip names too. terrific reporting. china' is pledged to horner the nation's resources to speed homegrown scientific breakthroughs. we are priority to become self-reliant in spheres from ai to chipmaking to technological supremacy from the u.s.. at day one of the national people's congress the premier laid out the nation's priorities, which are still technological innovation and upgrading its industries, including new energy vehicles. caroline: let's go over to what is happening in the world of politics. it affects the world of technology. we are going to be discussing ai misinform
that is what happened to amd. they designed a chip that fell below the highest threshold, the most strict cut off, and then the u.s. said, actually you are not allowed to get an exemption from the overall licensing regime and you are going to have to go through this process. now it remains to be seen whether amd is actually trying to do that or whether they will pivot away from the strategy. ed: amd, down one -- down 1.8%, but the other chip names too. terrific reporting. china' is pledged to...
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Mar 25, 2024
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followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more throughout the hour. >>> we are checking the bond market as we he expect the ppce later this week. >>> let's pay attention to the energy market with oil we we see wti up .50% brent crude is up .50% we have to pay attention to bitcoin. we continue to follow its rise it trades around the clock bitcoin at $67,000 this morning. well off the all-time high in recent days. for the month of march, up 30% >>> that's the money check let's see how europe is getting under way with arabile gumede in the london newsroom. a bit of a muted start in europe >> it is, frank. where has the time gone? in the final week of the first quarter of the year. can you believe it a mixed pi
followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more throughout the hour. >>> we are checking the bond market as we he expect the ppce later this...
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Mar 19, 2024
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amd shares down 3%. what you saw yesterday, impacts on amd. >> look, amd has chips. you need the package. you have to have thought added to the chips. you can't just send a chip to some company and say, hey, go figure it out. you have to have jensen's team come, explain to you the software platform, why it has to be integrated. lisa su is incredible. her chips, she will tell you, rival the speed of the h100. they can't compete with what we saw yesterday. it's the thought that comes with it. instead of talking about training and inference, it's thought. this produces thought. this is an ai factory. advanced growth doesn't have an ai factory, as much as i think lisa su is great and her stock has been unbelievable. think of a factory of thought. it's not a chip. it's a factory of thought. >> got it. okay. >> we want to talk disney as we get closer and closer to the big vote. the proxy fight, nelson peltz seeking a seat. the news this morning, got support from -- george lucas supporting bob iger. sold lucas to the company back in 2012. it was half cash, half stock. you g
amd shares down 3%. what you saw yesterday, impacts on amd. >> look, amd has chips. you need the package. you have to have thought added to the chips. you can't just send a chip to some company and say, hey, go figure it out. you have to have jensen's team come, explain to you the software platform, why it has to be integrated. lisa su is incredible. her chips, she will tell you, rival the speed of the h100. they can't compete with what we saw yesterday. it's the thought that comes with...
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Mar 25, 2024
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, has great respect for amd. he doesn't -- he's not a normal executive. he is visionary and does not think about anyone short-term hurting them he doesn't like stories that say that amazon is developing its own chip, and therefore wants to rival him, because they're the best customer, and he would do anything they want he's not a worrier he's just not. everything he does is about trying to make things better in the world. he thinks about them he thinks about what tim cook said he thinks about whether things are wasteful his favorite thing to talk about is waste >> is waste? >> waste he just does not want waste. he doesn't want excess power he doesn't want any sort of climate change being caused by what he is doing >> right at this level, then, jim, given everything we've talked about, 5,220, is this a level at which you are looking to add to equity exposure >> i was -- like many people, i would love a downturn. i'm beginning to believe that the downturns are so shallow, and that there's so many companies that are
, has great respect for amd. he doesn't -- he's not a normal executive. he is visionary and does not think about anyone short-term hurting them he doesn't like stories that say that amazon is developing its own chip, and therefore wants to rival him, because they're the best customer, and he would do anything they want he's not a worrier he's just not. everything he does is about trying to make things better in the world. he thinks about them he thinks about what tim cook said he thinks about...
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Mar 5, 2024
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ed: we stay with china as amd faces a u.s. roadblock in selling its artificial intelligence chips in the chinese market. bloomberg exclusive ahe
ed: we stay with china as amd faces a u.s. roadblock in selling its artificial intelligence chips in the chinese market. bloomberg exclusive ahe
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Mar 21, 2024
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you took profits when it came to amd. >> amd has not performed well the past week or so. hit over $200 and it's given that entire gain back. it's underperfect forming in relation to the nasdaq. we're still overweight amd, now about a 3% weighting in ours. you can't do it all at once. we were 55% tech. trying to find places to move the needle. >> was valuation an issue? i'm looking at amd, micron 53 times forward earnings and nvidia 27 times forward earnings. >> i'm not extremely focused to have such heavyweight in tech for this move, but momentum the centerpiece of exactly why is this turning down, it hit 200, it's rejected 200. i'm going to take a step back and re-evaluate what the next move is. >> amd shares up right now. >>> our julia boorstin is standing by with the latest on reddit pricing. >> an indication between $50 and $52. $52 would be a 47% premium over where it was priced at $34 a share. we're awaiting that first trade. steve huffman, the ceo, we interviewed this morning, is here and everyone is standing here by the post awaiting that first trade. guys? >> jul
you took profits when it came to amd. >> amd has not performed well the past week or so. hit over $200 and it's given that entire gain back. it's underperfect forming in relation to the nasdaq. we're still overweight amd, now about a 3% weighting in ours. you can't do it all at once. we were 55% tech. trying to find places to move the needle. >> was valuation an issue? i'm looking at amd, micron 53 times forward earnings and nvidia 27 times forward earnings. >> i'm not...
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Mar 19, 2024
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so, amd on the downside. it is getting so tough as nvidia shows its dominance within the world of training and entrance. i want to get years -- you are take on the scope of offerings. what do you make of it? >> it is a -- ed: it is a different technology. those numbers on the screen tell the story that they upped the performance levels and in aggregate, the bond point is really important and it is much more energy efficient. in the context of the environment and climate, it is important as well. caroline: 30,000 per one. when you are thinking about the scale that they have to invest in, we see the price rack up. when you're thinking about the power offset, and shows you the power it will cost for the centers. ed: the reality is that blackwell will serve a design and go into banks of racks. the scale is just enormous and the power consumption relates to that. we are talking of hundreds of square miles of days with many hundreds, if not thousands of these. it is basically a server farm. caroline: i loved readin
so, amd on the downside. it is getting so tough as nvidia shows its dominance within the world of training and entrance. i want to get years -- you are take on the scope of offerings. what do you make of it? >> it is a -- ed: it is a different technology. those numbers on the screen tell the story that they upped the performance levels and in aggregate, the bond point is really important and it is much more energy efficient. in the context of the environment and climate, it is important...
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Mar 18, 2024
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i think that absolutely amd, i'm long amd, as well, which is actually more expensive. i do think they will have some share, but i think the pie is just growing tremendously. >> yeah, i would agree, the pie's growing, and dan mentioned the fact that most consumers don't know what it is, but a lot of the knock on the stock, they had that consumer concentration, and what you're seeing with the partnerships, they are bolstering and addressing that issue. i think a lot of the knock on the company going in was that, listen, when it comes to training the large language models, this is really the only show in town. once we get an opportunity to pivot away from them with inference, we're really going to see cutting into margins and diver if i case away from them. you've seen 40% of their revenue last was inference. so, the fact they are starting to broaden out their revenue streams and become a bit more of a household name, not to mention the software, and to me, that's where the moat is. so, i'm with everyone in terms of, yes, expecting them to continue to grow at this rate, n
i think that absolutely amd, i'm long amd, as well, which is actually more expensive. i do think they will have some share, but i think the pie is just growing tremendously. >> yeah, i would agree, the pie's growing, and dan mentioned the fact that most consumers don't know what it is, but a lot of the knock on the stock, they had that consumer concentration, and what you're seeing with the partnerships, they are bolstering and addressing that issue. i think a lot of the knock on the...
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Mar 5, 2024
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haidi: deeply frustrating for the likes of amd and nvidia. i do wonder how much of this depends on who the end customer is. do you have any guesses or insight into how different the licensing could be depending on who it is going to? >> i don't think there is a huge difference. i don't think it matters in terms of the chinese market. there is some good news in batteries. the good news for nvidia and in point -- intel as well is demand for these extremely high-performance ai chips is extremely high. nvidia is h 100. take it -- the backlog is six months pretty much. they are not going to be hurting because they cannot access the chinese market matter how many times they create alternates or lesser versions of the chips in the chinese market. it has been a game of whack-a-mole trying to get around export restrictions. demand is still there so it is good. the good news for the chinese market is because these chips are not particularly available and demand for the lesser version of the chips has not been strong either. why would china, a very adva
haidi: deeply frustrating for the likes of amd and nvidia. i do wonder how much of this depends on who the end customer is. do you have any guesses or insight into how different the licensing could be depending on who it is going to? >> i don't think there is a huge difference. i don't think it matters in terms of the chinese market. there is some good news in batteries. the good news for nvidia and in point -- intel as well is demand for these extremely high-performance ai chips is...
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Mar 1, 2024
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so amd can do it. nvidia can do it. the chips can do it. the rest remains to be seen. >> look at broadcom, a name we've done a decent job with. it looks expensive because it is a $1,400 stock but you do the math and say, wait a second, it only trades at 25 times next year's numbers. i got to tell you something, that's more than reasonable in this environment. i think they report next thursday. you know, there are stocks in a secular shift that make sense. to me other stocks have just gotten way ahead of themselves. >> here is the question at this point. if you had a dollar, $10, whatever amount of new money right now uninvested on the sidelines, where would you put it to one of these sectors like a health care or retail that are showing signs of breaking out, catching up with the reps of the market, or would you put it in the a.i. trade? >> i mean i think you need both, right. i think with new money i'm absolutely leaning towards health care. >> by the way, she didn't answer the question but that's fine. >> don't worry. it is in my head, in
so amd can do it. nvidia can do it. the chips can do it. the rest remains to be seen. >> look at broadcom, a name we've done a decent job with. it looks expensive because it is a $1,400 stock but you do the math and say, wait a second, it only trades at 25 times next year's numbers. i got to tell you something, that's more than reasonable in this environment. i think they report next thursday. you know, there are stocks in a secular shift that make sense. to me other stocks have just...
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Mar 20, 2024
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it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you make of this news, about $8.5 through the chips act? >> i thought there would have been a slight uptick. if i gave you $8 billion, you would be popular. >> it was higher in the premarket. >> i know and then it sold off. this is a market just waiting on the fed. this was news despite the hiccup with the department of defense. nothing new here. i own intel because of the foundry business, they will be having pretty good capacity. a new euv product will revolutionize, shrink the chip in terms of what you can put on it. i think it will do quite well and gelsinger made strategic plays
it's geared to nvidia, amd launching its own gpu, marvell, broadcom. intel is going to be the guy that makes those chips for the other players. that's how they're going to play into this whole a.i. ecosystem but it will not be immediate. >> getting $8.5 billion. shares are slightly in the red. a lot was priced in. kristina partsinevelos, great to see you as always. >>> we'll hear more from pat gelsinger with our jon fortt at 4:00 p.m. eastern. steve, you own intel. what do you...
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Mar 19, 2024
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amd's chip is geared entirely towards inference. nvidia had toe respond to that the other key point of blackwell it drives down the total cost of ownership. by doing so it creates motivation for the big tech companies replace the hopper architecture, h-100 that created gains this year with the bracwell. they have to create that motivation. they're driving down total cost of ownership. all of those pieces together is creating excitement now at gtc. charles: i've seen bubbling up this last couple weeks is this energy component. between this -- i remember at least 25, 25 years ago i remember reading about just how much energy a google search back then took, just google anything. and of course now a.i., is that going to be a central issue? which one of these, you know, these chips can actually hold back the -- because you wonder where all the power will come from between that and all the other things we've got going on? >> that's the crux of the issue right now. that is a great question. this is where amd is coming in to compete with nv
amd's chip is geared entirely towards inference. nvidia had toe respond to that the other key point of blackwell it drives down the total cost of ownership. by doing so it creates motivation for the big tech companies replace the hopper architecture, h-100 that created gains this year with the bracwell. they have to create that motivation. they're driving down total cost of ownership. all of those pieces together is creating excitement now at gtc. charles: i've seen bubbling up this last couple...
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Mar 11, 2024
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when you think about novo and lilly, amd and nvidia, we're speculating on a brave new world. i would say the same thing about lilly. i mean, their margins are extraordinary right now, but i believe there's competition coming. >> i agree that -- it's a momentum trade, right, as money is, like, you know, copping off the sidelines, think, i've got to get into this, to the extent that it's cooled, now, i think it's the same thing. i don't even know how much -- how much people look at the independently different stories of a.i. and glp-1s, which are totally different stories. >> bitcoin also? >> look at the correlations. i mean, this is some -- everyone is crowding into the same stuff, and it's interesting that if the kind of spot bitcoin etf did not kind of take over the narrative over the last few months or so, i'm not sure bitcoin, for the reasons that the fed's getting closer to easing, like, fine, those are the reasons why bitcoin may be, you know, like, rallies, but i think michael sailor this morning, i thought he was probably the most cogent i've heard an argument about wh
when you think about novo and lilly, amd and nvidia, we're speculating on a brave new world. i would say the same thing about lilly. i mean, their margins are extraordinary right now, but i believe there's competition coming. >> i agree that -- it's a momentum trade, right, as money is, like, you know, copping off the sidelines, think, i've got to get into this, to the extent that it's cooled, now, i think it's the same thing. i don't even know how much -- how much people look at the...
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Mar 8, 2024
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steph's largest position a new upgrade and amd next. and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your rock? learn more at prudential.com [sfx: wind, rain and rolling thunder] [music up and under] ♪♪ crowd: get in! [crowd cheers] american announcer: justin rose has done it. british announcer: he's a 17—year old phenom. nobody's born with grit. british announcer: this is hard to watch. it's something you build over time. american announcer: that's 21 missed cuts in a row. [car trunk slammed shut] ♪♪ but creating a future only you can see, demands relentless pursuit. for 88 years, morgan stanley has offered clients the same determination and forward thinking that define justin rose's career. because the only way to reach your full potential... american announcer: rose, back in the winners circle. ...is to pair the vision of what's possible ♪♪ with the grit it takes to make it happen. [crowd ch
steph's largest position a new upgrade and amd next. and more. thank you very much. [applause] ask, "now what?" here's what. you go with prudential to protect, empower and grow. with everything you need to deliver, you guessed it... more. one more thing... who's your rock? learn more at prudential.com [sfx: wind, rain and rolling thunder] [music up and under] ♪♪ crowd: get in! [crowd cheers] american announcer: justin rose has done it. british announcer: he's a 17—year old...
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Mar 11, 2024
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you have arm and amd up more than 100%. taiwan semis up 53%. broad com is up 53%. there's others on my list. do we need to look down saying that one could be in trouble, that looks like it's susceptible. maybe the a.i. halo got ahead of the fundamentals? how do you look at this? you own taiwan semi, right? >> reporter: >> yes. to amy's point from last year it's up 50%. i trimmed a little off, which was prudent because it got to be too big a position. it's an easy answer to your question. go and look at nvidia reported after the close, just go and look at what the top performers, what the stocks that did the most on the day after they reported, and that will tell you what's more susceptible than others. i think some are clearly ahead of themselves. some clearly have no valuation support. i don't know that nvidia is there. forget about what the stock has done, 35 times forward. and jim had it right. if you're going to keep growing your earnings 50% but they won't keep growing 50%. that's the issue. the points is where do you get off? i think there's a lot of people t
you have arm and amd up more than 100%. taiwan semis up 53%. broad com is up 53%. there's others on my list. do we need to look down saying that one could be in trouble, that looks like it's susceptible. maybe the a.i. halo got ahead of the fundamentals? how do you look at this? you own taiwan semi, right? >> reporter: >> yes. to amy's point from last year it's up 50%. i trimmed a little off, which was prudent because it got to be too big a position. it's an easy answer to your...
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Mar 4, 2024
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think there is room for the semiconductor companies to run a bit more besides nvidia, a company like amd, that is up a lot but it is a well-positioned company for ai. look at a company like broadcom, and other positioned company for ai and you look at the semiconductor related names like the semi cap equipment as well as semiconductor design software. there are some areas that can do well. having said that, the stocks and semiconductor indexes up a lot year to date and i could also take a breather. nvidia has gone straight up and it is true they are positioned phenomenally. they started off this year at a lower pe multiple then they started off last year. that is how strongly earnings at nvidia have been. -- strong the earnings at nvidia have been. that will depend on the budgets of the hyper scalars. the semi's are going to be somewhat a function of a portion of the magnificent seven in a punitive sort of fashion -- in a reader active sort of fashion. sonali: some of the beaten-down sectors finally catching up, it begs the question on when, when do you start seeing the index start to go
think there is room for the semiconductor companies to run a bit more besides nvidia, a company like amd, that is up a lot but it is a well-positioned company for ai. look at a company like broadcom, and other positioned company for ai and you look at the semiconductor related names like the semi cap equipment as well as semiconductor design software. there are some areas that can do well. having said that, the stocks and semiconductor indexes up a lot year to date and i could also take a...
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Mar 19, 2024
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nvidia -- >> there's amd. maybe intel to some degree. >> intel hopes, yeah. >>> there's a lot more "fast money" to come. here's what's coming up next. >> there's no place like home. and builders are putting hammer to nail, as the housing market looks to recover. the data sending those stocks higher, next. >>> plus, and speaking of real estate, why our next guest says commercial property is still looking for a bottom. the signs coming out of the credit market. you're watching "fast money," live from the nasdaq market site in times square. we're back right after this. >>> welcome back. we have a news alert on a canadian national selling trade secrets to china about an american company. eamon javers has the details. eamon? >> this just coming in from a press release from the department of justice. they say a canadian national was arrested earlier today in nassau county, new york, and this canadian national was attempting to sell electric vehicle battery trade secrets to undercover officers. the person involved he
nvidia -- >> there's amd. maybe intel to some degree. >> intel hopes, yeah. >>> there's a lot more "fast money" to come. here's what's coming up next. >> there's no place like home. and builders are putting hammer to nail, as the housing market looks to recover. the data sending those stocks higher, next. >>> plus, and speaking of real estate, why our next guest says commercial property is still looking for a bottom. the signs coming out of the...
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Mar 20, 2024
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only has the lead today, but it's executing at a higher level than any other company i see including amd, including a6 being built by hyper scalers produced in the intel fabs. i think a market where it's winner take almost all today is likely to evolve into a market that's going to be winner take most. nvidia will continue to be on top of the heat, but i believe the infringing and trips out of amazon in the hunt and microsoft have a6 in the hunt and intel will produce some stuff and amd will do things. liz: brad, qualcomm, i have listened to amon very closely. they are already trying to disrupt the whole process by bringing these chips, these a.i. chips right to the devices so there isn't a lag time. there is also the privacy. you know how this goes, microsoft explorer owned world, he can employerer and google came in you were a investor in, blew away everybody. third came in can win, can they not. >> it is not a question who went first or second. qualcomm came in on the edge. what we're talking about a we have a trillion dollars of global data centers. think of this as the brain that dr
only has the lead today, but it's executing at a higher level than any other company i see including amd, including a6 being built by hyper scalers produced in the intel fabs. i think a market where it's winner take almost all today is likely to evolve into a market that's going to be winner take most. nvidia will continue to be on top of the heat, but i believe the infringing and trips out of amazon in the hunt and microsoft have a6 in the hunt and intel will produce some stuff and amd will do...
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Mar 19, 2024
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have been making— or to them, and amd have been making excellent progress. the thing _ making excellent progress. the thing is — making excellent progress. the thing is the market is growing so quickly that even if nvidia loses — so quickly that even if nvidia loses some share, they can stilt— loses some share, they can still grow— loses some share, they can still grow their overall business because there's just a lot business because there's just a tot of— business because there's just a lot of opportunities for everybody. lot of opportunities for everybody-— lot of opportunities for everybody. lot of opportunities for eve bod. �*, everybody. nvidia says it's expanding _ everybody. nvidia says it's expanding its... _ everybody. nvidia says it's expanding its... be - everybody. nvidia says it's expanding its... be y - everybody. nvidia says it's expanding its... be y d . expanding its... be y d overtook tesla last year as the world's top—selling electric vehicle manufacturer. it will use nvidia's next generation in vehicle chips, its rivals w
have been making— or to them, and amd have been making excellent progress. the thing _ making excellent progress. the thing is — making excellent progress. the thing is the market is growing so quickly that even if nvidia loses — so quickly that even if nvidia loses some share, they can stilt— loses some share, they can still grow— loses some share, they can still grow their overall business because there's just a lot business because there's just a tot of— business because there's...
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Mar 20, 2024
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amd is looking at new plants, too. there is a global foundries that was a spinoff from amd that is qualified for $1.5 billion because they would build plants here. >> you look at that, the government invests money. >> i understand the basic premise, if you are trying to build things to shore up our supply chain and built in the united states and bring jobs here -- >> for comparative advantage, the government, i don't think, to allocate capital. >> i think this might be one of those times. i am not saying the government will be efficient in this. it's taken them in july. i think there have been other plants built in other places that have been way fast tracked for this. it is not an efficient measure. i think a bigger problem as a taxpayer if you're giving out to companies, i would have a bigger problem with that. >> i don't know if i would or not. it depends on all the dynamics of the -- it would be nice to build everything here. >> if you're doing that, don't even spend any taxpayer dollars. >> you're not a globalist
amd is looking at new plants, too. there is a global foundries that was a spinoff from amd that is qualified for $1.5 billion because they would build plants here. >> you look at that, the government invests money. >> i understand the basic premise, if you are trying to build things to shore up our supply chain and built in the united states and bring jobs here -- >> for comparative advantage, the government, i don't think, to allocate capital. >> i think this might be...
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amd's chips, like nvidia's, also power dell's a. i. servers. so when dell called them out on their earnings call, i think investors' ears popped up. wow, is this also like nvidia? yeah, it is. and they believe dell received, i'm quoting, meaningful orders for the amd-made mi-300x chip that will start shipping this quarter. so they got the new chips that companies want. stuart: amazon recommending video doorbells. wait a second. couldn't they be hacked? lauren: yeah. and then turned into a spy device by anyone. amazon's not the only person selling them. walmart is also a, by the way. the issue with amazon is that they're on the site, and they're also recommended as the amazon choice product. a lot of people go by that. if it's an amazon choice product, you think it's vetted. the warning comes from consumer reports. it's kind of scary. anybody can walk up to your doorbell, hold the doorbell down and then pair it to their phone. then they have -- they can see who's coming and going from your house. that's a privacy risk. consumer reports calling o
amd's chips, like nvidia's, also power dell's a. i. servers. so when dell called them out on their earnings call, i think investors' ears popped up. wow, is this also like nvidia? yeah, it is. and they believe dell received, i'm quoting, meaningful orders for the amd-made mi-300x chip that will start shipping this quarter. so they got the new chips that companies want. stuart: amazon recommending video doorbells. wait a second. couldn't they be hacked? lauren: yeah. and then turned into a spy...
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Mar 6, 2024
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each and video semi-run much faster than any other with the sole exception of amd, which is their real competitor. the next generation will far exceed what amd currently has plus it's learning software that make it the preferred thinking for generative a i. it really is the exceptional thing they've got going. the new stock is turned into a rocketship, precisely because it's already making so much money off these chips. many were saying that they almost have a monopoly on this category of the highest howard gpus. we just don't know how long it will play or someone else to play catch-up. this monopoly is born from years of blood, sweat and tears shed by its ceo and his team, not with the short-term brainstorms that critics will have you believe, and it's paying the next ordinary ways. i remember no one else listened. take yesterday. just when you might have thought was nvidia was going to finally rollover with the rest of tech, the company presented a healthcare reading, healthcare, standard computing science is only a real small part of the nvidia universe. there is authors. yes, nvidi
each and video semi-run much faster than any other with the sole exception of amd, which is their real competitor. the next generation will far exceed what amd currently has plus it's learning software that make it the preferred thinking for generative a i. it really is the exceptional thing they've got going. the new stock is turned into a rocketship, precisely because it's already making so much money off these chips. many were saying that they almost have a monopoly on this category of the...
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Mar 18, 2024
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that's why amd's chart -- if there was no nvidia, you would say amd is the greatest stock in history. we have many companies that are making fortunes in this business and are -- i'm going to use a word that -- i'm just going to use it. indispensable. these companies are indispensable. >> yeah, even though amd is no match for nvidia when it comes to actually powering -- accelerated computing, essentially. >> amd doesn't have the data, doesn't have what you need to learn from, so therefore, it doesn't have the inference where you ask it something and it comes back with an answer. but it is a chip that's incredibly fast. and so, i don't want to say that lisa su doesn't have something in the game. it's just that you need all the data already in before you can start asking it, and nvidia's got just tremendous data. they have, you know, the large learning models that are smart. they know things, and they've combed the web, and you want to plug in your questions. you don't want to wait around. >> jim, i want to come back to really what is the -- we mentioned a number of times, but it's the s
that's why amd's chart -- if there was no nvidia, you would say amd is the greatest stock in history. we have many companies that are making fortunes in this business and are -- i'm going to use a word that -- i'm just going to use it. indispensable. these companies are indispensable. >> yeah, even though amd is no match for nvidia when it comes to actually powering -- accelerated computing, essentially. >> amd doesn't have the data, doesn't have what you need to learn from, so...
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Mar 14, 2024
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this is the omentum trade once again on its heels today as names like nvidia, meta-, and amd among others facing more and selling today. there are those three stocks, tesla is down again as another firm gets negative on that name, now the worst-performing stock in the s&p 500 losing another 5% today and barely hanging onto 160 as you saw, tough day for small caps as the rate is up, the russell is lower, it does take us to our talk, the return of volatility and if investors need to prepare for a pickup, especially with another federal meeting looming, let's ask joe terranova. he's a cnbc contributor, is that your expectation? is that what we are trending, it's about to get interesting for little bit? >> i think the market will get very moody and that the day for -- dangerous place for investors, we have been trading off of a sunny disposition, the personality of the market, now you get into this environment where it's about the mood, everyone wants to be a monday morning armchair economist which is the most dangerous and worst thing you could be doing right now. >> i can think of nothing m
this is the omentum trade once again on its heels today as names like nvidia, meta-, and amd among others facing more and selling today. there are those three stocks, tesla is down again as another firm gets negative on that name, now the worst-performing stock in the s&p 500 losing another 5% today and barely hanging onto 160 as you saw, tough day for small caps as the rate is up, the russell is lower, it does take us to our talk, the return of volatility and if investors need to prepare...
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Mar 12, 2024
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you have gone virtually one way whether nvidia, amd. i could go down the list of things that make up that index. >> what i think is interesting about the 70 moving away from a pure ai plus story within that group is i think it's a great example of different parts of the market that have been following different cycles. you actually had quite a recession within semiconductors earlier before november of last year and you had a lot in those companies and you're now starting to see recovery and semiconductor production and sales. not to use ai related but more related to computers and cell phones and electronics more broadly. i think that's a great example of what's been working the past four months, but we can't forget words come from which was a very painful cycle of four. >> keith, give me a comment. >> they are extended. they are right for a little bit of a correction but you have to be somewhat positive on semis because semis lead. i think the cooling-off phase, but if you have six or 12 months stick with that underlying trend. we can'
you have gone virtually one way whether nvidia, amd. i could go down the list of things that make up that index. >> what i think is interesting about the 70 moving away from a pure ai plus story within that group is i think it's a great example of different parts of the market that have been following different cycles. you actually had quite a recession within semiconductors earlier before november of last year and you had a lot in those companies and you're now starting to see recovery...
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Mar 15, 2024
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amd has the new chip they claim is 25% faster than nvidia's fastest priced at $13,000 a chip where nvidia's is at $40,000. katie: amd, a lot of people have been pushing that is the next nvidia, but tear your point, pricing matters there -- but to your point, pricing matters there. i want to talk about value stocks. david einhorn was on masters in business podcast and said, due to passive investing, there are not any natural investors left for value. he concluded markets are fundamentally broken as a result that i want to focus on -- result but i want to focus on the first part of that thesis. do you think there's nobody to bid up value? who is the natural buyter of value? rob: anyone who is not in an index fund and things there cheap -- thinks they are cheap. we have seen that coming. back in 2001, gave a speech at a conference in which i predicted that passive investing would become enormous. that still means 48, 40 9% on the market is engaged in price discovery, and engaging appropriate valuations for assets. the instant they pivot into value, that is a potential natural buyer. when it co
amd has the new chip they claim is 25% faster than nvidia's fastest priced at $13,000 a chip where nvidia's is at $40,000. katie: amd, a lot of people have been pushing that is the next nvidia, but tear your point, pricing matters there -- but to your point, pricing matters there. i want to talk about value stocks. david einhorn was on masters in business podcast and said, due to passive investing, there are not any natural investors left for value. he concluded markets are fundamentally broken...
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Mar 22, 2024
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if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been seen. there's an uncommon risk of heart attack or stroke associated with blood clots. the most common side effects were blurred vision, cataract, corneal injury, and eye floaters. and there's still so much to see. if you are on eylea or a similar type of treatment, ask your retina specialist about eylea hd today, for the potential for fewer injections. (christina) with verizon business unlimited, i get 5g, truly unlimited data, and unlimited hotspot data. so, no matter what, i'm running this kitchen. (vo) make the switch. it's your business. it's your verizon. - i got the
if you have wet amd, you never want to lose sight of the things you love. some things should stand the test of time. long lasting eylea hd could significantly improve your vision and can help you go up to 4 months between treatments. if you have an eye infection, eye pain or redness, or allergies to eylea hd, don't use. eye injections like eyla hd may cause eye infection, separation of the retina, or rare but severe swelling of blood vessels in the eye. an increase in eye pressure has been...
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Mar 15, 2024
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if the memory content surpasses amd, that will be a negative for amd. we'll want to know maybe some details on the average selling price because that will affect margins. rumors maybe it will be 30% higher than the h-100. if that's the case, good news for margins, but may depress demand a little bit. the second major point is just this adoption across enterprise. we've seen this with a capex, the spending of big players like google, amazon, microsoft, et cetera, but there's all the other facets of the market yet to implement their own large language model, so we should expect more commentary about that as well as partnerships. there's been some talk of micron alluded to something. oracle alluded to something. you'll see the derivatives that have event move in unison as well. and then, last but not least, inferencing. the second part of the large language model. you shoot the training in and use the training data to answer queries. and on the earnings call, jensen huang, the ceo, said 40% of data revenue came from inferencing and most people were surpris
if the memory content surpasses amd, that will be a negative for amd. we'll want to know maybe some details on the average selling price because that will affect margins. rumors maybe it will be 30% higher than the h-100. if that's the case, good news for margins, but may depress demand a little bit. the second major point is just this adoption across enterprise. we've seen this with a capex, the spending of big players like google, amazon, microsoft, et cetera, but there's all the other facets...
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Mar 25, 2024
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. >> fta is reporting look at the reaction by amd and intel down 4%. the ft is reporting that china will block intel and amd chips from government computers, china was the biggest market for until last year, 20% of the revenue came from china, 15% from amd and they're saying that china wants to sideline microsoft windows the operating system in favor of global options, my option watch what they do not what they say. yet 100 ceos for multinational firms in china over the weekend over there development forum china is courting u.s. companies. yes they might do something like this, no chips and our government computers but they absolutely want u.s. business. i pulled one stat foreign direct investment in china fell by affecting the first two months of this year versus down 8% all of last year it is tumbling and traveling fast. stuart: the european union, that you is investigating several big-name tech companies american tech companies, who are they and what is investigation. >> apple, meta and google their opening the probe to make sure they're abiding by
. >> fta is reporting look at the reaction by amd and intel down 4%. the ft is reporting that china will block intel and amd chips from government computers, china was the biggest market for until last year, 20% of the revenue came from china, 15% from amd and they're saying that china wants to sideline microsoft windows the operating system in favor of global options, my option watch what they do not what they say. yet 100 ceos for multinational firms in china over the weekend over there...
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Mar 13, 2024
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i think amd and nvidia obviously. but i'm trying to look outside of those areas, costco. >> airbnb, garmin, chipotle in consumer discretionary. the stocks are all performing incredibly well following momentum. >> what says that is not going to break down? >> i don't think it's break down. i think it's maybe moderate the pace at which the performance is appreciating. i think you can expect that. when you look back and you study the history of trends within marketplace, we're at the early stages of these trends. let's remember where we were in january of 2023. i sat here with you and the strategy was liquidating the mega cap names. three months later, the strategy was going back into those mega cap names. i cite the fact the strategies, the rules did that, not discretionary joe. i don't believe i would have done that. when you begin to see the early stages of a trend evolving and developing in a marketplace, i think you could have an expectation that it's not going to be something that's short-lived. the beauty -- the b
i think amd and nvidia obviously. but i'm trying to look outside of those areas, costco. >> airbnb, garmin, chipotle in consumer discretionary. the stocks are all performing incredibly well following momentum. >> what says that is not going to break down? >> i don't think it's break down. i think it's maybe moderate the pace at which the performance is appreciating. i think you can expect that. when you look back and you study the history of trends within marketplace, we're at...
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Mar 25, 2024
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amd up a fraction. topic number two from the west, europe to be exact. the european union launching a probe into big 38 -- apple, alphabet and meta. two a's and one man. the investigation will focus on whether the company's are dodging compliance of the european union's new digital markets. whether apple and google allow developers to inform customers about alternative offers outside their main story as the law requires. they are supposed to let them notify customers. apple and alphabet down for meta, it's in the red but meta- is a pay or consent plan in the process crossers. it forces european users who don't agree to let instagram and facebook use digital activity to target ads to pay a monthly fee. we got meta- done under 1%. next attack from inside the american technology ten in an effort to challenge nvidia dominance in the ai semiconductor space. welcome, alphabet and intel formed a consortium to take on nvidia and its entire ai platform. world renowned physicist here in a fox news exclusive to take on all this and why he says this may be moved bec
amd up a fraction. topic number two from the west, europe to be exact. the european union launching a probe into big 38 -- apple, alphabet and meta. two a's and one man. the investigation will focus on whether the company's are dodging compliance of the european union's new digital markets. whether apple and google allow developers to inform customers about alternative offers outside their main story as the law requires. they are supposed to let them notify customers. apple and alphabet down...
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they use chips by nvidia and amd. amd is up another $1.63. >> i wanted to see if tesla dropped below $200 per share. >> their shipments came in at around 60,000 in the month of february. that was the lowest since december of 2022. there is the lunar new year. it could be a low. >> hold on a second. the lawyers that got a court to reject elon musk's play package, they want their money. how many billions are they demanding. >> they responded to this request. that's criminal to paint the picture for you. these are the lawyers that argue that the pay package was excessive and unlawful. the delaware judge agreed. now, they want to be paid in tesla stock. it would be 29 million shares. at the time $202 each. we took the case on a congresscy basis and we would have gotten nothing if we lost. we logged over 19,000 hours. >> wow. if they got 6 billion cash that would have been $305,000 per hour. lawyers always win. 305k per hour. >> elon musk was suppose to get 10% of the value he added. they went up $26 billion. they work off
they use chips by nvidia and amd. amd is up another $1.63. >> i wanted to see if tesla dropped below $200 per share. >> their shipments came in at around 60,000 in the month of february. that was the lowest since december of 2022. there is the lunar new year. it could be a low. >> hold on a second. the lawyers that got a court to reject elon musk's play package, they want their money. how many billions are they demanding. >> they responded to this request. that's...
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Mar 20, 2024
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amd, at one point, was being joked about as the company that intel kept alive in order not to have a justice department investigation of monopoly, and now, well, just say amd is the only rival to nvidia. intel does not make the leading chips. maybe it will with the money that it's being -- that it's receiving, but right now, intel, as you said, is just very far behind. they had a series of ceos that, frankly, were suboptimal, but that was not talked about much because you know, david, other than, i think, on a couple of shows, we never criticize ceos for having no vision. but intel had no vision, and this is what you get when you have no vision. >> yeah, listen, it's sometimes hard to discern from our vantage point how poorly things are going from an execution standpoint. you look quarter to quarter, it sort of takes a while, but to your point, decision not to provide into the iphone when they had a market over the company, frankly, instead of a scientist. many people point to that period of time. you're right, there's no doubt it's a harvard case study to be done, i assume, if they
amd, at one point, was being joked about as the company that intel kept alive in order not to have a justice department investigation of monopoly, and now, well, just say amd is the only rival to nvidia. intel does not make the leading chips. maybe it will with the money that it's being -- that it's receiving, but right now, intel, as you said, is just very far behind. they had a series of ceos that, frankly, were suboptimal, but that was not talked about much because you know, david, other...
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Mar 21, 2024
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how do you feel about amd in the next 12 months? >> i think amd's been in the penalty box long enough. i do live in nvidia land but i haven't lost sight of the fact that lisa suh is one of the greatest manages of our time and it is time now for me to think can i own both of those for my charitable trust? let's go to chuck in arizona. >> caller: hey, jim. it's philadelphia's favorite son. how are you? >> oh, man. doing great. thank you for asking. how about you? >> caller: all right. yeah, i'm on the jensen huang ai trades. and i want to ask you if it's the right time to hit the buy button on applied materials. >> it's never been the long time in the last couple years. gary dickerson's so great at what he does. it's up five. it's at a high. i'd buy some and let it pull back. i wouldn't buy it all at once. let's go to mary in idaho. >> caller: hi, jim, this is mary in idaho and i'm a frequent caller and a member of the club. i want to thank you for all the guidance and direction and information you share with us individual investors t
how do you feel about amd in the next 12 months? >> i think amd's been in the penalty box long enough. i do live in nvidia land but i haven't lost sight of the fact that lisa suh is one of the greatest manages of our time and it is time now for me to think can i own both of those for my charitable trust? let's go to chuck in arizona. >> caller: hey, jim. it's philadelphia's favorite son. how are you? >> oh, man. doing great. thank you for asking. how about you? >>...
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Mar 15, 2024
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are you seeing a surge in volume elsewhere in the market besides nvidia or amd or others? >> it is interesting. the most common question we get these days is not what should i hedge with the market up so much, but what are the adjacent names to nvidia and amds as you mentioned. one way we think about this is let's take the 1,000 largest companies and see the call demand against put demande. we can begin with agnostic information, but if you look at the top 50 names and mostly in the semis, but you have crypto names thrown in there as well as trading platforms. robinhood and coinbase is up there as well. >> do you treat from the strategy standpoint, amy, do you treat the crypto sentiment we are seeing right now to or akin to artificial intelligence? i guess are you looking at the sentiment and technical indicators similarly when it comes to a.i. versus crypto? >> a great question. i know what you are getting at with the essence. you do feel that frenzy in both of the pockets. it feels like the same trading. one thing i will say is this comes back to retail being a very, ver
are you seeing a surge in volume elsewhere in the market besides nvidia or amd or others? >> it is interesting. the most common question we get these days is not what should i hedge with the market up so much, but what are the adjacent names to nvidia and amds as you mentioned. one way we think about this is let's take the 1,000 largest companies and see the call demand against put demande. we can begin with agnostic information, but if you look at the top 50 names and mostly in the...
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Mar 18, 2024
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nvidia has to convince people they are not just slinging gpus, it's a system they offer, and amd made progress with their own software but not as far along nearly as nvidia. >> yeah, and the developers are already using this type of software, and they are switching costs and learning what would be difficult to go on to any other type of software ecosystem, and it inkpcampuses, the entire datacenter infrastructure. they believe every infrastructure out there that data centers will need to be revamped to accommodate the processing for ai. that's why the number is so high and can go from 1 to $2 trillion. what would swing the stock is if we hear a number per year, and if it's $500 billion per year for them, that would be a big mover, and reinforce the trade that ai is sustainable, and it will not be just a short-term thing, and fixed cost will be diminished in the next two years. >> kristina, thanks. do not miss nvidia huang interview on squawk on the street. >> the stock tumbled to 874. something somewhat similar this morning, 946, and the talk was op at 924, and it got down to a low of
nvidia has to convince people they are not just slinging gpus, it's a system they offer, and amd made progress with their own software but not as far along nearly as nvidia. >> yeah, and the developers are already using this type of software, and they are switching costs and learning what would be difficult to go on to any other type of software ecosystem, and it inkpcampuses, the entire datacenter infrastructure. they believe every infrastructure out there that data centers will need to...
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Mar 25, 2024
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amd would be the one i buy if it gets hurt from this. charles: by the way we will point out taiwan semi is a name you mentioned before. it has been on fire and you say bottom line, stick with taiwan semi? >> yeah. stick with that one. that's the winner. charles: now you do a lot of work in the real estate area, right? >> yeah. charles: there is still confusion about the nar settlement. believe me i get heat every time i mentioned this. president biden talked about it, he is browbeating agents to lower commissions. take a listen to this. president biden: last week the national association of realtors agreed for the first time that americans can negotiate lower commissions when they buy or sell their home. i'm calling on realtors to follow through on the lowering commissions to protect homebuyers. charles: it is 100% obvious that he has no clue what's going on here but he took the opportunity to browbeat someone else into lowering their commissions. i mean you're in the real estate business, too, among other things. >> yeah. charles: the m
amd would be the one i buy if it gets hurt from this. charles: by the way we will point out taiwan semi is a name you mentioned before. it has been on fire and you say bottom line, stick with taiwan semi? >> yeah. stick with that one. that's the winner. charles: now you do a lot of work in the real estate area, right? >> yeah. charles: there is still confusion about the nar settlement. believe me i get heat every time i mentioned this. president biden talked about it, he is...
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nvidia going up means that tmc will do well, company like amd will do well and go after nvidia. it was the software companies in this space as well. google and microsoft and other companies coming here, meta is a hardware a lot of language models are so that's where growth is. companies last year did not budget for ai. 20% of their technology spent has gone into ai, we see the shifted to companies with ai stocks. those that don't have an ai offering, the short answer is yes so we are seeing a massive divide between companies that have ai or deploy ai or don't have ai, start to see that in the market. stuart: neil: so focused on ai and the magnificent seven. stuart varney talked to ken fisher who had a different viewpoint. my to be magnificent but not the reason markets are looking magnificent. react to this. >> most of the media says it is the magnificent seven. six huge tech stocks, that's the bull market. the fact of the matter, look at the s&p 500 last year, 348 in stock, 192 rose 20% or more, the world index, 1480 of them, 642 rose 80% or more. if you pick out the magnificen
nvidia going up means that tmc will do well, company like amd will do well and go after nvidia. it was the software companies in this space as well. google and microsoft and other companies coming here, meta is a hardware a lot of language models are so that's where growth is. companies last year did not budget for ai. 20% of their technology spent has gone into ai, we see the shifted to companies with ai stocks. those that don't have an ai offering, the short answer is yes so we are seeing a...
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Mar 1, 2024
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just so you know, michael dell also got all the good amd. amd has great a.i. >> so interesting, jim. >> i'm just saying that hpe may have a view that the industry has softened, but michael dell, look at what he's telling me today, how strong the demand is. i'm not buying what hpe is selling. >> yeah. that's -- i mean, okay, so, that gets to a level where we simply lose our ability to fully understand, frankly, what exactly -- other than just saying, execution. >> that's why i'm going out to see the keynote of jensen. i want to understand, because jensen is a fair man. i mean, i remember at one point he said, listen, meta wants a lot, and they've really come to us and said, look, we really want to embrace, and we're going to help them. frank slootman, formerly the ceo of snowflake, goes to jensen. it's not a pilgrimage. jensen is not like that at all, but what it is is a recognition. maybe their stuff -- look, i was -- i went out there several times just to demonstrate the technology that nobody wanted. that jensen -- nobody wants this, jim.
just so you know, michael dell also got all the good amd. amd has great a.i. >> so interesting, jim. >> i'm just saying that hpe may have a view that the industry has softened, but michael dell, look at what he's telling me today, how strong the demand is. i'm not buying what hpe is selling. >> yeah. that's -- i mean, okay, so, that gets to a level where we simply lose our ability to fully understand, frankly, what exactly -- other than just saying, execution. >> that's...
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Mar 5, 2024
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we know if you're going to be blocked from high-end amd drips, go to the source. taiwan semi is ours now. >> that said -- you're referring to the story that amd is hitting a roadblock with the u.s. in terms of selling chips to china because they may be more powerful than we would like. raimundo keeps a close eye on that. >> one of the things that shocked me here is that meant they were sending stuff better than nvidia to china. yesterday the cfo gave a nice talk at morgan stanley. they are trying very hard to stay in compliance. i think the big fear is that the chinese are going to find ways to get the chips -- the h100s from other places. the chinese source it whateverment you do this nationally, the buying of h100s, the chinese might get those chips. >> by the way, remember all those bitcoin miners? >> thos companies that were buying h 10s? >> absolutely not. >> what do they have? >> i went to jensen's office, they're not using h100s. they're using a bunch of other stuff that is not nvidia. nvidia had way too much and couldn't understand the channel. they have n
we know if you're going to be blocked from high-end amd drips, go to the source. taiwan semi is ours now. >> that said -- you're referring to the story that amd is hitting a roadblock with the u.s. in terms of selling chips to china because they may be more powerful than we would like. raimundo keeps a close eye on that. >> one of the things that shocked me here is that meant they were sending stuff better than nvidia to china. yesterday the cfo gave a nice talk at morgan stanley....
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Mar 8, 2024
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. >> you make the point very well, amd, miss, miss, miss, the stock now up 130% since november 1st. what kind of re-rating is needed in these names? if you suggest the fundamentals that these companies have been so rewarded on our good, obviously, but, come on, we have been giving insane gains to these names. >> the ones that are succeeding, the valuations are not crazy. nvidia, if they can deliver what people think they can, the stock is not expensive. much cheaper than before this started. broadcom is more expensive versus its own history by trading in the mid-20s. the entire index and the lower- 30s. you have some of the other gains, the aip is not enough to offset. the stocks have not gone down. the multiples are very high for a lot of people in the space. at some point, we do need fundamentals to pick up. this has been going on, people have been buying the cuts, a normal thing to do in semis, you buy them when there is blood in the streets. usually the stocks go down before you buy them. the stocks, maybe they did not rip but they did not really go down either. people have been
. >> you make the point very well, amd, miss, miss, miss, the stock now up 130% since november 1st. what kind of re-rating is needed in these names? if you suggest the fundamentals that these companies have been so rewarded on our good, obviously, but, come on, we have been giving insane gains to these names. >> the ones that are succeeding, the valuations are not crazy. nvidia, if they can deliver what people think they can, the stock is not expensive. much cheaper than before this...
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Mar 12, 2024
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look at shares of amd. up .75%. >>> coming up, a big test for arm shares today up nearly 150% since going public last fall. my next guest says you may want to think before the lock-up expires. >>> and we start off with the bond king betting on a different asset. stamps. bill gross is selling his decades old stamp collection at auction. a 1 cent stamp from 1868 is expected to fetch $5 million. >>> hawkins, indiana. stranger things will play eyeing a move to new york city after debuting in london. the show is beginning to cast actors and stage managers for a 2025 start date. >>> the oscars taking home a gold statue. this weekend's ceremony drawing 19.5 million viewers. the most watched oscars since 2020. it marks the third consecutive l-me of growth since 2021's alti low. "worldwide exchange" is coming up right after this. future. with one of north america's largest i.t. clusters. 65,000 stem graduates per year. and all the critical minerals to make electric vehicle batteries. ontario. your innovation partner
look at shares of amd. up .75%. >>> coming up, a big test for arm shares today up nearly 150% since going public last fall. my next guest says you may want to think before the lock-up expires. >>> and we start off with the bond king betting on a different asset. stamps. bill gross is selling his decades old stamp collection at auction. a 1 cent stamp from 1868 is expected to fetch $5 million. >>> hawkins, indiana. stranger things will play eyeing a move to new york...
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Mar 28, 2024
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it comes after the advanced lines to china from amd and questions if the hague will ser service equipment it already sold he hoped restricts access to technology does not impact economic relations with china. >> it is about our semiconductor companies like asml is not aimed at one country specific. we try to make sure the impact is limited and not impacting the supply chain and therefore, not impacting the overall economic relationship. >>> chinese smartphone company xi ark xiaomi will release the ev today. it will take on orders today arjun joins us with more if they are successful, it h highlights another misstep for apple. it ditched its ev or car intentions what we're talking about here is the largest connected device that apple is not a player >> certainly one thing on the flip side is the chinese market is a unique market for evs whereas apple would have played in the u.s the chinese market is a step above many other markets with the ev the infrastructure is growing quickly. there is appetite for the vehicles out there xiaomi has a strong brand within the chinese market people like
it comes after the advanced lines to china from amd and questions if the hague will ser service equipment it already sold he hoped restricts access to technology does not impact economic relations with china. >> it is about our semiconductor companies like asml is not aimed at one country specific. we try to make sure the impact is limited and not impacting the supply chain and therefore, not impacting the overall economic relationship. >>> chinese smartphone company xi ark...
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Mar 25, 2024
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. >>> shares of amd opened lower in pre-market trading as well as intel. this is after the chinese government introduces new guidelines to phase out chips produced from the u.s. companies. this, according to "the financial times" which says they are looking to sideline foreign software groups, including windows systems, like microsoft, in favor of alternatives >>> the managing director is looking at china seeing a fork in the road. she was speaking at the china development forum where they will improve market access saying global companies are welcome in china sam has this story >> reporter: china is key to turn foreign investment around after fdi inflows hit a 30-year low. it is what makes the forum critical this so-called charm offensive to convince them that china is open for business. that was the tone that the premier li took when he opened the forum yesterday. he stressed the economy's potential and downplayed the investor worries no doubt that ceo virginia shined a commitment to china tim cook's visit to shanghai and talked about the supply chains a
. >>> shares of amd opened lower in pre-market trading as well as intel. this is after the chinese government introduces new guidelines to phase out chips produced from the u.s. companies. this, according to "the financial times" which says they are looking to sideline foreign software groups, including windows systems, like microsoft, in favor of alternatives >>> the managing director is looking at china seeing a fork in the road. she was speaking at the china...
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Mar 12, 2024
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annabelle: sylvia, for the ai trade, things like nvidia and amd, are they still the best way to play this, do you think,? sylvia: it's hard to argue that nvidia and amd are not the two leaders in semiconductors if you look at the expected growth around the ai trend. it comes in the form of data centers. we are talking a potential future number in the trillions of total adjustable market. those two companies are the leaders. so when they pulled back, i think investors who have fomo, even if they pulled back 900-2880, i think there is a psychological impact there. and when you see investors coming back in, they are buying on the dips. you can expand the trade out long-term. there are etfs out there that represent the quantum computing theme, that represent cloud computing and cybersecurity. i think these areas of the market will give you access to companies that are small, mid, large cap and will give you a broader exposure, so you will see investors dabbling in those areas. annabelle: i want to get your views on some other stock picks. i know that eli lilly is one that you also prefer
annabelle: sylvia, for the ai trade, things like nvidia and amd, are they still the best way to play this, do you think,? sylvia: it's hard to argue that nvidia and amd are not the two leaders in semiconductors if you look at the expected growth around the ai trend. it comes in the form of data centers. we are talking a potential future number in the trillions of total adjustable market. those two companies are the leaders. so when they pulled back, i think investors who have fomo, even if they...
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Mar 4, 2024
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the one that is riding its coattails is amd. when you look at the semi conductor etf, there a many stocks. number of stocks that are moving. so my conductors have led this whole cycle. for me, these are the leaders you want to pay attention to. i've always called them the brains of the computer. this is where you get your evolution and you get your upgrades and your software. the true leader is semi conductors. i don't see that train stopping anytime soon. annabelle: chief investment strategist at sentry wealth. still ahead, we will look at china's climate goals for t engine and what they expect of the npc on the energy transition. first, the u.s. supreme court ruling putting donald trump back on state presidential ballots just ahead of two super tuesday. details next. this is bloomberg. ♪ thanks to avalara, we can calculate sales tax automatically. avalarahhhhhh what if tax rates change? ahhhhhh filing sales tax returns? ahhhhhh business license guidance? ahhhhhh -cross-border sales? -ahhhhhh -item classification? -ahhhhhh do
the one that is riding its coattails is amd. when you look at the semi conductor etf, there a many stocks. number of stocks that are moving. so my conductors have led this whole cycle. for me, these are the leaders you want to pay attention to. i've always called them the brains of the computer. this is where you get your evolution and you get your upgrades and your software. the true leader is semi conductors. i don't see that train stopping anytime soon. annabelle: chief investment strategist...