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☆ 12 portfolio companies report earnings in the week ahead. What we want to hear from each
▼ + stars: | 2024-04-27 | by ( Zev Fima | ) www.cnbc.com time to read: +15 min

The action quickly and sharply reversed back to the upside Friday after blowout earnings reports from Alphabet and Microsoft . In the week ahead, earnings are likely to drive the action again, though we'll get a few important macroeconomic reports. Earnings: We've got the biggest week of the earnings season ahead of us, with 12 Club holdings set to report. Eli Lilly 's report Tuesday morning continues to be all about sales of type-2 diabetes treatment Mounjaro and weight-loss drug Zepbound. In DuPont 's report Wednesday morning, we're looking for a continued rebound in its semiconductor business following a sequential increase last quarter.

Persons: Ford, we'll, Dow Jones, We've, Buckle, Eaton, Eli Lilly, Lilly, We're, Estee Lauder, Fabrizio Freda, we've, Linde, Bausch, Royal Philips, Woodward, SIRI, Archer, Johnson, Stanley Black, Decker, BAX, Cardinal Health, Parker, Belden, Jim Cramer's, Jim Cramer, Jim Organizations: Nasdaq, Microsoft, Meta, Google Search, Big Tech, Nvidia, Broadcom, Ford Motor, Honeywell, Danaher, Labor Department, Labor, PMI, Services PMI, GE Healthcare, Amazon Web Services, Starbucks, Deutsche Bank, DuPont, Bausch Health, U.S ., Appeals, Apple, iPhones, Vision, ON Semiconductor, Resource Partners, Franklin Resources, Paramount, Transocean Ltd, Semiconductors, Arch Capital, Logitech International, Lattice Semiconductor, F5 Networks, Sanmina Corporation, GE HealthCare, PayPal, 3M Company, McDonalds, Enterprise Products Partners, Cola Company, Melco Resorts, Entertainment, SiriusXM Holdings, Oatly, American Electric Power Company, Leidos Holdings, Marathon Petroleum, Daniels, Midland Co, Equitrans Midstream Corporation, HSBC Holdings, HSBC, Devices, Caesars Entertainment, Lumen Technologies, Mondelez, Pfizer, CVS Health, Barrick, Mastercard Inc, Cruise Line Holdings Ltd, Kraft Heinz Company, Marriott International, Ares, Generac Holdings, Johnson Controls, Cenovus Energy Inc, Qualcomm, Devon Energy, Paycom, Axcelis Technologies, Coeur D'Alene Mines, Sunnova Energy International, MGM Resorts International, MGM, Solar Inc, Oil, Allstate, Co, Tenable Holdings, Enovix Corporation, Gladstone Capital, Avis Budget Group, eBay, EBAY, LIN, Novo Nordisk, Natural Resources, PENN Entertainment, Apache, ConocoPhillips, InMode Ltd, Baxter International, Cardinal, Regeneron Pharmaceuticals, Apollo Global Management, LLC, Cinemark Inc, Dominion Energy, Coterra Energy, Coinbase, Bill.com Holdings, Booking Holdings, United States Steel, AXT Inc, Materials, Energy, Hershey Company, XPO Logistics, Cboe, American Pipeline, Amneal Pharmaceuticals, Brookfield Business Partners, Brookfield Renewable Corporation, Magna International, Jim Cramer's Charitable, CNBC, Traders, New York Stock Exchange, Bloomberg, Getty Locations: U.S, megaprojects, China, Eaton, Corning, Coeur D'Alene, Albemarle, ALB, Novo, New York

☆ Forget Nvidia: Morgan Stanley says Intel's much-hyped AI chip will boost 3 global stocks
▼ + stars: | 2024-04-24 | by ( Ganesh Rao | ) www.cnbc.com time to read: +2 min

The launch of Intel 's latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. The semiconductor giant said the latest chip is twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia's H100 GPU – the flagship product from the current AI chip market leader. In a research note Monday, the Wall Street bank said Taiwanese companies TSMC , Alchip , and Wistron are likely to be the biggest beneficiaries of the demand for Intel's Gaudi chips. In its note, Morgan Stanley reiterated its overweight rating on Alchip and TSMC, considering them long-term winners of AI semiconductor demand. The analysts are overweight on Wistron too, noting that Nvidia's new Blackwell GB200 AI chip will also drive immediate growth for the Taiwanese electronics manufacturer.

Persons: Morgan Stanley, Gaudi, Alchip, Wistron, Morgan Stanley's, Charlie Chan, Blackwell, — CNBC's Michael Bloom Organizations: Intel, Gaudi, Dell, Hewlett Packard Enterprise, Lenovo, Microsoft, Google Locations: United States

☆ China acquired recently banned Nvidia chips in Super Micro, Dell servers, tenders show
▼ + stars: | 2024-04-23 | by ( ) www.cnbc.com time to read: +5 min

Specifically, the servers contained some of Nvidia's most advanced chips, according to the previously unreported tenders fulfilled between Nov. 20 and Feb. 28. While the U.S. bars Nvidia and its partners from selling advanced chips to China, including via third parties, the sale and purchase of the chips are not illegal in China. Contacted by Reuters, Nvidia said the tenders specify products that were exported and widely available before the restrictions. Daniel Gerkin, a Washington-based partner at law firm Kirkland & Ellis, said Nvidia chips could have been diverted to China without a manufacturer's knowledge, given a lack of visibility into downstream supply chains. It did not respond to subsequent questions about tenders that identified its products as a source of banned Nvidia chips.

Persons: Wong Yu Liang, Daniel Gerkin, Kirkland, Ellis, Clare Locke, Gigabyte Organizations: Nvidia, Getty, Super Micro Computer Inc, Dell Technologies Inc, Gigabyte Technology, Reuters, Chinese Academy of Sciences, Shandong Artificial Intelligence, Hubei Earthquake Administration, U.S, U.S . Commerce Department, Industry, Security, Super Micro, Dell Locations: China, U.S, Shandong, Hubei, Southwest, Heilongjiang, Washington

☆ Intel unveils latest AI chip as Nvidia competition heats up
▼ + stars: | 2024-04-09 | by ( Kif Leswing | ) www.cnbc.com time to read: +3 min

Nvidia has an estimated 80% of the AI chip market with its graphics processors, known as GPUs, which have been the high-end chip of choice for AI builders over the past year. Intel says the new Gaudi 3 chip is over twice as power-efficient as and can run AI models one-and-a-half times faster than Nvidia's H100 GPU. Intel on Tuesday unveiled its latest artificial intelligence chip, called Gaudi 3, as chipmakers rush to produce semiconductors that can train and deploy big AI models, such as the one underpinning OpenAI's ChatGPT. AMD is also looking to expand and sell more AI chips for servers. Intel is teaming up with other chip and software giants, including Google , Qualcomm and Arm to build open software that isn't proprietary and could enable software companies to easily switch chip providers.

Persons: Abu, Gaudi, Das Kamhout, Sachin Katti, Patrick Gelsinger Organizations: Nvidia, Intel, Gaudi, Dell, HP, AMD, Microsoft, Google, Qualcomm Locations: Abu Dhabi, Ohio

☆ Jim Cramer goes Mad for March with a special Final Four version of Lightning Round
▼ + stars: | 2024-04-05 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer goes Mad for March with a special Final Four version of Lightning Round'Mad Money' host Jim Cramer weighs in on stock including: Uber, Citi, Tesla, SuperMicro, BlackBerry and more.

Persons: Jim Cramer Organizations: Citi, Tesla

☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Super Micro, Meta, Wynn, Reddit, Coinbase, GM & more
▼ + stars: | 2024-04-04 | by ( Michael Bloom | ) www.cnbc.com time to read: +10 min

Mizuho reiterates Nvidia as a top pick Mizuho says Nvidia is still a top idea at the firm. Morgan Stanley initiates Mural Oncology at overweight Morgan said in its initiation of the biotech company that it sees a long "cash runway" lasting through 2025. Morgan Stanley downgrades Block to underweight from equal weight Morgan Stanley sees growth headwinds for the payment tech company. Morgan Stanley upgrades Zeta to overweight from equal weight Morgan Stanley said the marketing technology company has an underappreciated valuation. " Morgan Stanley reiterates Tesla at overweight Morgan Stanley lowered its price target to $310 per share from $320. "

Persons: Bernstein, Reddit, underperform Bernstein, Raymond James, Raymond James downgrades Bumble, Barclays downgrades Ferrari, it's, Mizuho, Goldman Sachs, Goldman, Morgan Stanley, Morgan, Wolfe, underperform Wolfe, Piper Sandler, Piper, Synopsys, Morgan Stanley downgrades Block, Dave, Buster's, Jefferies, Zeta, Oppenheimer, Ball, Wayfair, Wynn, bullish, Tesla, Goldman Sachs downgrades Hertz Organizations: Citi, Barclays, Ferrari, Nvidia, JPMorgan, Avis, UBS downgrades Bank of America, UBS, Apple, AstraZeneca JPMorgan, AstraZeneca, Amazon, AWS, Meta, General Motors, GMC, Chevrolet, Buick, GM, DFS, Mizuho, Eversource Energy Locations: Avis, MURA, Charlotte, Wayfair, Capital, Macau

☆ A quiet meme stock rally? Reddit, GameStop and Supermicro surge
▼ + stars: | 2024-03-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA quiet meme stock rally? Reddit, GameStop and Supermicro surgeHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC.

Persons: Brian Sullivan, “ Organizations: GameStop, CNBC

☆ Premarket: Investors are obsessed with this AI stock you may never have heard of
▼ + stars: | 2024-03-07 | by ( Krystal Hur | ) edition.cnn.com time to read: +6 min

New York CNN —Nvidia isn’t the only stock capturing the attention of AI enthusiasts these days. Nvidia closed above a $2 trillion market cap on March 1, joining an elite cohort including Apple and Microsoft. Supermicro’s stock gained even more momentum in January, after the company reported second-quarter results that blew past expectations and raised its full-year revenue forecast. Supermicro’s stock was one of the most popular names bought by Charles Schwab clients in February, according to the firm’s latest trading activity index. New York Community Bank gets $1 billion ‘lifeline’Beleaguered regional lender New York Community Bank is receiving a more than $1 billion equity investment, reports my colleague Elisabeth Buchwald.

Persons: Charles Schwab, ChatGPT, “, ”, Supermicro, Wells Fargo, Goldman Sachs, Elisabeth Buchwald, Steven Mnuchin’s, NYCB, ” David Chiaverini, Joseph Otting, Alessandro DiNello, DiNello, Read, Jeremy Hunt, Hanna Ziady, Hunt, ” Hunt, Rishi Sunak’s Organizations: CNN Business, Bell, New York CNN, Nvidia, Apple, Microsoft, Micro, Devices, Federal Reserve, Victoria Bills, Banrion Capital Management, Bank of America, Goldman, New York Community Bank, New, Community Bank, Liberty Strategic Capital, Citadel Global, Street Journal, Wedbush Securities, CNN, Bank of England, International Monetary Fund, Hunt’s Conservative Party, Labour Party Locations: New York, San Jose, United States, Hudson Bay, NYCB

☆ Super Micro needs to figure out a differentiator, says Wedbush's Matt Bryson
▼ + stars: | 2024-03-04 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSuper Micro needs to figure out a differentiator, says Wedbush's Matt BrysonMatt Bryson, Wedbush enterprise hardware analyst, joins 'Closing Bell Overtime' to talk SuperMicro's super run and if its valuation is reflective of the company's offerings.

Persons: Matt Bryson Matt Bryson

☆ 3-Stock Lunch: CVNA, SMCI & ANF
▼ + stars: | 2024-02-23 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email3-Stock Lunch: CVNA, SMCI & ANFBrian Vendig, MJP Wealth Advisors president, joins 'Power Lunch' to discuss plays for three stocks including; Carvana, Supermicro and Abercrombie & Fitch.

Persons: Brian Vendig Organizations: MJP, Abercrombie, Fitch Locations: Supermicro

☆ Nvidia shares pop 12% in premarket trade after AI-fueled bumper earnings
▼ + stars: | 2024-02-22 | by ( Arjun Kharpal | ) www.cnbc.com time to read: +1 min

Walid Berrazeg | Lightrocket | Getty ImagesNvidia shares jumped more than 12% in premarket trade on Thursday after the chip giant posted bumper earnings that beat Wall Street estimates. Nvidia chips are used to train the huge AI models such as those developed by Microsoft and Meta . The company forecast its revenue in the current quarter will hit $24 billion, way ahead of estimates. "Fundamentally, the conditions are excellent for continued growth" in 2025 and beyond, Nvidia CEO Jensen Huang told analysts on Wednesday, adding to the bullish sentiment around the stock. Nvidia's Data Center business, which includes the company's H100 graphics cards that are used for AI training, posted sales of $18.4 billion in the fourth quarter, representing 409% year-on-year growth.

Persons: Jensen Huang, Walid Berrazeg Organizations: Nvidia, Lightrocket, Getty, Wall, Microsoft, Meta, Data Center Locations: U.S

☆ Rosenblatt calls for more than 60% upside on Super Micro Computer after stock's massive rally
▼ + stars: | 2024-02-20 | by ( Hakyung Kim | ) www.cnbc.com time to read: +2 min

Super Micro Computer has soared more than 182% since the start of the year, but the chipmaker has even more upside potential ahead thanks to artificial intelligence tailwinds, according to Rosenblatt. Another key factor in Super Micro's growth story is its liquid cooling solutions for data centers, Mosesmann added. Traditional chipmakers have been less adept in this segment, which opens the door for Super Micro to achieve "heightened hyper-scale engagement," according to the analyst. "The anticipation of increased research coverage should further illuminate Supermicro's business model and the opportunities in its [total addressable market]." Shares of Super Micro were up nearly 3% Tuesday during premarket trading.

Persons: Rosenblatt, Hans Mosesmann, Mosesmann, Wells, — CNBC's Michael Bloom Organizations: Micro Locations: Friday's

☆ 4 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-02-17 | by ( Zev Fima | ) www.cnbc.com time to read: +9 min

A hotter-than-expected consumer price index on Tuesday sent stocks reeling, with the Dow posting its biggest drop in a year. Stocks bounced back over the next two days, helped by a softer retail sales report , only to slump again on Friday's hot producer price index for January. As we said this week, we're not overly concerned with the hotter-than-expected inflationary readings. Earnings season picks back up for the Club next week, with four holdings set to report quarterly results. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

Persons: Wall, Stocks, we're, Palo, Fortinet, BCH's Bausch, Management doesn't, Dana, Bausch, Dr Pepper, Diana Shipping, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Walid Berrazeg Organizations: Dow Jones Industrial, Nasdaq, Dow, Federal Reserve, Club, Palo Alto, Palo, billings, Nvidia, Amazon, Microsoft, Bausch Health, Coterra Energy, Management, NYSE, Walmart, Axsome Therapeutics, Barclays Bank, Armstrong World Industries, Ceragon Networks, Tri Pointe Homes, Dana Incorporated, DigitalBridge, Oil States International, Systems, Allegion, CenterPoint Energy, Equitrans Midstream Corporation, Expeditors International of Washington, Alto Networks, SolarEdge Technologies, Enovix Corporation, Caesars Entertainment, Diamondback Energy, Toll, Ternium S.A, Celanese Corp, Chesapeake Energy, CVR Energy, Reserve, Vertiv Holdings Co, Properties Trust, Devices, HSBC Holdings plc, HSBC, Lomb, Sinclair Corporation, Pagaya Technologies, Gibraltar Industries, Garmin, NVIDIA, Rivian Automotive, Sunnova Energy International, Bros, Apache, Oil, Suncor Energy, Co, FNF, Sciences, Coeur D'Alene Mines, Trip.com, Joby Aviation, Resources, Alamos, Jackson, Nutrien, NTR, Pan, Sm Energy Company, Health, Newmont, Nikola Corporation, Cheniere Energy, Fiverr, Natural Resources, Point Credit, Lantheus Holdings, Builders, Grab Holdings, NICE, Dominion Energy, Harmony Biosciences Holdings, Teck Resources Limited, Intellia Therapeutics, Energy, Booking Holdings, Intuit, Semiconductor, Nation Entertainment, Vale S.A, Rocket Companies, Warner Bros ., AerCap Holdings, Natural Holdings, Calumet Specialty Products Partners, Frontier Communications, Jim Cramer's Charitable, CNBC, Lightrocket, Getty Locations: billings, Palo Alto, China, Xifaxan, Tri Pointe, Avista, Gibraltar, Coeur D'Alene, Pan American, Teck, Vale

☆ 3-Stock Lunch: AMAT, SMCI & AMD
▼ + stars: | 2024-02-16 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via Email3-Stock Lunch: AMAT, SMCI & AMDGina Sanchez, Lido Advisors, joins 'Power Lunch' to discuss plays for three stocks: App. Materials, Supermicro and Advanced Micro.

Persons: Gina Sanchez Organizations: Lido Advisors

☆ Here are Friday's biggest analyst calls: Nvidia, Nike, Tesla, Coinbase, Arm, Meta, Eli Lilly, UPS, Carvana & more
▼ + stars: | 2024-02-16 | by ( Michael Bloom | ) www.cnbc.com time to read: +9 min

Here are Friday's biggest calls on Wall Street: Bank of America reiterates Meta as buy Bank of America said it's bullish on Meta adding the Broadcom CEO to its board of directors. Bank of America reiterates Nvidia as buy Bank of America said it's standing by the stock heading into earnings next week but that a pullback is possible. Baird upgrades UPS to outperform from neutral Baird said in its upgrade of UPS that the risk/reward is too attractive to ignore. Bank of America downgrades Dropbox to underperform from buy Bank of America said the "bull thesis has played out" for the data storage company. Bank of America upgrades Cellebrite to buy from neutral Bank of America said it sees business trends stabilizing for the digital intelligence company.

Persons: it's, Hock Tan, NVDA, Goldman Sachs, Goldman, TD Cowen, Grosvenor, KBW, TTD, Baird, Wells, Tommy Hilfiger, Tommy, Raymond James downgrades Carvana, Raymond James, Wayfair, Oppenheimer, Morgan Stanley, Tesla, Guggenheim, SunPower, Jefferies, Eli Lilly, Roku Organizations: Bank of America, Meta, Broadcom, " Bank of America, Nvidia, Informatica, BMO, Trade, Google, U.S, UPS, JPMorgan, Daiwa, CY2025, UBS, Newell Brands, RBC, Nike, of America, Barclays, Netflix, JPMorgan downgrades Bloom Energy, BE, Pharma Locations: CY24, CY2024, Wayfair, U.S

☆ Supermicro is absolutely a meme stock without profits, says John Blank
▼ + stars: | 2024-02-16 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailSupermicro is absolutely a meme stock without profits, says John BlankJohn Blank, Chief Equity Strategist at Zacks Investment Research, discusses Supermicro Computer and other meme stocks.

Persons: John Blank John Blank Organizations: Zacks Investment Research, Computer

Nvidia CEO Jensen Huang speaks at the Supermicro keynote presentation during the Computex conference in Taipei on June 1, 2023. Nvidia shares are up more than 200% over the past 12 months due to seemingly limitless demand for its AI chips, which underpin powerful AI models from Google, Amazon, OpenAI and others. TuSimple, an autonomous trucking company, rocketed 40% on Thursday after the disclosure of Nvidia's $3 million stake. Nvidia bought $50 million worth of shares in 2023 and now has an investment worth $76 million, according to its filing. In recent years, Nvidia has backed hot AI startups including Cohere, Hugging Face, CoreWeave and Perplexity.

Persons: Jensen Huang, SoundHound, TuSimple, what's, Nvidia's, they're, Jonathan Cohen Organizations: Nvidia, Investors, Apple, Microsoft, Google, Zebra, Nasdaq, Committee Locations: Taipei, U.S, SoundHound, TuSimple

☆ 10 of our stocks report earnings next week. Here's what we want to see from each
▼ + stars: | 2024-01-27 | by ( Zev Fima | ) www.cnbc.com time to read: +16 min

All three major averages posted gains for the third consecutive week, lifted by solid quarterly earnings and positive economic data. Earnings season ramps up next week, with five of the Super Six mega-cap stocks delivering results. Employment numbers are the most important economic data, with Friday's January nonfarm payrolls report carrying the most weight. The January ISM Manufacturing report on Thursday and December's factory orders report Friday are expected to show the sector still in contraction mode. But earnings and commentary this week from peer Sartorious made us encouraged about a return to growth in 2024.

Persons: nonfarm, December's, Sartorious, We've, Stanley Black, Decker, We're, We'd, Royal Philips, Crane, Woodward, ServisFirst, Cadence Bancorporation, CADE, Johnson, Phillips, Avery Dennison, Columbus McKinnon, Robinson, SIRI, Cardinal Health, Parker, DOV, Pitney Bowes, Ferrari N.V, CSW, COLM, W.W, Grainger, Dwight Co, Jim Cramer's, Jim Cramer, Jim, Tim Cook, Justin Sullivan Organizations: Gross, Procter, Gamble, Gillette, Super, Consumer, JPM Healthcare, Amazon, Microsoft, Honeywell, Aerospace, Solutions, Apple Watch, Masimo, Vision Pro, Franklin Resources, Resource Partners, Bank of Marin Bancorp, Bank7 Corp, Pacific Premier Bancorp Inc, Provident Financial Holdings, Dynex, Cliffs Inc, Nucor Corp, Whirlpool Corp, F5 Networks, Capital Southwest Corp, Harbors Investment Corp, Crane Co, Payne, Equity, Heartland Financial, Cadence, FinWise Bancorp, Five Star Bancorp, PotlatchDeltic Corporation, Sanmina Corporation, Pfizer, General Motors Corp, United Parcel Service, JetBlue Airways Corporation, Smith Corp, Marathon Petroleum Corp, HCA Healthcare, Oshkosh Corporation, SYSCO Corp, Danaher Corp, Johnson Controls, M.D.C . Holdings, Commvault Systems Inc, Hope Bancorp, Hubbell Incorporated, Malibu Boats, Polaris Industries, Inc, Camden National Corp, Cambridge Bancorp, Microsoft Corp, Starbucks Corp, Devices, Electronic Arts Inc, Juniper Networks, Stryker Corp, Lending, Canadian, Canadian Pacific Kansas City Limited, Mondelez, Chubb Corporation, Modine Manufacturing, Partners, Management, Hawaiian Holdings, Manhattan Associates, Unum Group, UNM, Axos, Enova, Boston Properties, Boeing Co, Novo Nordisk, Mastercard Inc, Roper Technologies, Boston Scientific Corporation, MarketAxess Holdings, Fisher, Aptiv PLC, Hess Corp, Nasdaq, United Microelectronics Corp, Rockwell Automation, Teva Pharmaceutical Industries, Ltd, Avery, Avery Dennison Corp, Extreme Networks, Otis Worldwide Corporation, OTIS, Columbus, Columbus McKinnon Corp, Central Pacific Financial Corp, Brinker International, Fortive Corporation, Qualcomm, Technology, Metlife, Hanover Insurance, Barn Holdings, CONMED Corporation, DLH Holdings Corp, Meritage Homes Corporation, Honeywell International, Eaton Corp, Altria, Royal Caribbean Cruises Ltd, Merck, Co, Enterprise Products Partners, Dorian LPG, SiriusXM Holdings, Cardinal, Hannifin Corporation, Allegheny Technologies Incorporated, Tractor Supply Company, Trane Technologies, Dover Corp, Huntington Ingalls Industries, Brunswick Corporation, Dickinson, Canada Goose Holdings, Kirby Corp, WEC Energy Group, WestRock Company, Allegro MicroSystems, Ball Corporation, Broadridge Financial, BrightSphere Investment Group, CMS Energy Corp, Lancaster Colony Corp, Rogers Communications Inc, Sanofi, Apple, Atlassian Corporation, United States Steel Corp, Corp, Adtalem Global, Homes, DXC Technology Company, Eastman Chemical Company, Gen, Post Holdings, America, Columbia Sportswear Company, Exxon Mobil Corp, Chevron Corporation, Myers Squibb Co, CIGNA Corp, Regeneron Pharmaceuticals, Charter Communications, AON, Cboe, Dwight, Banco Santander, Jim Cramer's Charitable, CNBC, Apple Vision, Getty Locations: China, East, United States, Europe, Cleveland, Alexandria, California, Corning, Canadian Pacific, Teradyne, TER, Novo, Hanover, PBI, Skechers U.S.A, Bristol, Chile

☆ Nvidia earnings will give Wall Street a peek into AI demand heading into 2024
▼ + stars: | 2023-11-20 | by ( Ari Levy | ) www.cnbc.com time to read: +5 min

Jensen Huang, president of Nvidia, holding the Grace hopper superchip CPU used for generative AI at the Supermicro keynote presentation during Computex 2023. When Nvidia reports fiscal third-quarter results Tuesday, analysts are expecting to see revenue growth of over 170%. Heading into the Thanksgiving holiday, Wall Street will be closely scrutinizing the company that's been at the heart of this year's artificial intelligence boom. In particular, the emergence of AMD in the generative AI market presents a new dynamic for Nvidia, which has mostly had the AI graphics processing unit (GPU) market to itself. "NVDA needs to forcefully counter the narrative its products are too expensive for generative AI inference," the Bank of America analysts wrote.

Persons: Jensen Huang, that's, Lisa Su, Raymond James, OpenAI's, Sam Altman, OpenAI, Emmett Shear, Satya Nadella, Altman, Greg Brockman, Jensen, Eric Jackson Organizations: Nvidia, " Bank of America, AMD, Bank of America, FactSet, LSEG, Microsoft, Cailian Press Locations: China, OpenAI

☆ Jim Cramer says Nvidia shares will get a boost from launch of its latest high-end chip
▼ + stars: | 2023-11-13 | by ( Morgan Chittum | ) www.cnbc.com time to read: 1 min

Nvidia CEO Jensen Huang speaks at the Supermicro keynote presentation during the Computex conference in Taipei on June 1, 2023. CNBC's Jim Cramer says Nvidia (NVDA) could get a boost from its newest high-end chip, adding that it will further propel shares amid the generative artificial intelligence boom. If you like this story, sign up for Jim Cramer's Top 10 Morning Thoughts on the Market email newsletter for free. Nvidia unveiled the H200 on Monday, the company's latest graphics processing unit for training AI models. "It's very, very important to know that this is the one that everyone's been waiting for," Jim said during Squawk on the Street, adding that the product works faster as well.

Persons: Jensen Huang, CNBC's Jim Cramer, Jim Cramer's, everyone's, Jim, Squawk Organizations: Nvidia Locations: Taipei

☆ Nvidia unveils H200, its newest high-end chip for training AI models
▼ + stars: | 2023-11-13 | by ( Kif Leswing | ) www.cnbc.com time to read: +1 min

Jensen Huang, president of Nvidia, holding the Grace hopper superchip CPU used for generative AI at the Supermicro keynote presentation during Computex 2023. Nvidia on Monday unveiled the H200, a graphics processing unit designed for training and deploying the kinds of artificial intelligence models that are powering the generative AI boom. The new GPU is an upgrade from the H100, the chip OpenAI used to train its most advanced large language model, GPT-4. The H200, which is expected to ship in the second quarter of 2024, will compete with AMD's MI300X GPU. AMD's chip, similar to the H200, has additional memory over its predecessors, which helps fit big models on the hardware to run inference.

Persons: Jensen Huang, Raymond James, it's Organizations: Nvidia, Monday, Big

☆ When is it OK to violate your cost basis to buy more shares of a company?
▼ + stars: | 2023-10-15 | by ( Zev Fima | ) www.cnbc.com time to read: +4 min

This week's question: The cardinal rule of discipline is to not violate cost basis and show patience to buy more high-quality stocks on pullback. How do you evaluate a flying stock which might not come back to levels of cost basis to add more? Since we are not anticipating the stock breaking below our cost basis — it is rallying — we need another way to determine when to buy more shares. If you can't buy below you price basis, you should buy at or below your valuation basis. And then set up points to buy when the valuation goes lower, just as you would when the stock price falls.

Persons: Jim Cramer, Eli Lilly, Ravi, —, Jim Cramer's, Jim, Jensen Huang, Walid Berrazeg Organizations: Nvidia, workloads, Jim Cramer's Charitable, CNBC, Getty Locations: Taipei

☆ Buy this computer technology stock with more than 30% upside to play AI, Barclays says
▼ + stars: | 2023-09-19 | by ( Brian Evans | ) www.cnbc.com time to read: +1 min

Supermicro could be set to take advantage of artificial intelligence hype, according to Barclays. The firm initiated coverage of the information technology company on Tuesday with an overweight rating and a $327 per share price target. Analyst George Wang noted that Supermicro is in an advantageous position when it comes to the emerging artificial intelligence opportunity. The analyst noted that AI inferencing, which is the process of a trained neural network model making predictions, already made up 52% of the company's second-quarter revenue. "We model SMCI's revenue growth at 17% in FY25 after 46% growth in FY24, consistent with IDC's [International Data Corporation] forecast of a 17% CAGR [compounded annual growth rate] in 2021-2026E for AI server revenue growth," Wang said.

Persons: George Wang, Wang, — CNBC's Michael Bloom Organizations: Barclays, Computer, International Data Corporation

☆ Elon Musk's X sued this nonprofit after it exposed hate speech, and its new research shows little has changed
▼ + stars: | 2023-09-13 | by ( Jonathan Vanian | ) www.cnbc.com time to read: +5 min

Hate speech continues to flourish on the messaging service formerly known as Twitter, according to the Center for Countering Digital Hate. The CCDH said Wednesday that X fails to remove posts that contain hate speech despite being notified that the content violates the company's current hateful conduct guidelines. About 140 of those 300 posts contained antisemitic content, including images of Nazi swastikas, messages supporting Holocaust denial and notes promoting conspiracy theories related to Jews. The CCDH said it reported the posts to X via the company's user-reporting tools on Aug. 30 and 31. Major companies like Apple and Disney ran online ads on X that appeared next to the hateful content, the CCDH report said.

Persons: CCDH, X, Imran Ahmed, Adolf Hitler, CCDH's Ahmed, Ahmed, they've, Elon Musk, Jonathan Greenblatt, Musk, Linda Yaccarino Organizations: Center, Apple, Disney, Walt Disney, CNBC, Anti, Defamation League, ADL Locations: U.S

☆ Big Tech profits are set to surge in the second half: How our 6 stocks stack up
▼ + stars: | 2023-08-29 | by ( Paulina Likos | ) www.cnbc.com time to read: +9 min

Collectively, these six long-term holdings are expected to boost profits by 87% in the second half, up from 27% in the first half, according to estimates from FactSet. Nvidia 1st half earnings growth: 103% 2nd half expected earnings growth: 371% Investor excitement in Nvidia, already high, was lifted even further by the company's recently reported fiscal second quarter , which blew expectations out of the park. Amazon 1st half earnings growth: 266% 2nd half expected earnings growth: 297% The company's second quarter North America segment posted an operating margin of 3.9%, impressing investors like us with a 620-basis-point improvement over the last five quarters. That's why earnings growth for the second half of 2023 looks lighter than the recently reported fiscal fourth quarter of 2023 . Apple 1st half earnings growth: 2% 2nd half expected earning growth: 11% The iPhone maker had a "muted start" to the second half as consumers wait for the September release of the iPhone 15, said analysts at Loop Capital.

Persons: there's, Zev Fima, Morgan Stanley's, Wedbush, Morgan Stanley, Oppenheimer, Jim Cramer's, Jim Cramer, Jim, Jensen Huang, Walid Berrazeg Organizations: Big Tech, Nvidia, Microsoft, Apple, Investing, NVIDIA, Amazon, Meta, Facebook, Meta Connect, Management, Google, YouTube, Bank of America, Loop, CNBC, Getty Locations: FactSet, America, 2H23, Taipei

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