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Cramer says to not trade big winners ahead of earnings
  + stars: | 2024-10-28 | by ( Julie Coleman | ) www.cnbc.com   time to read: +2 min
CNBC's Jim Cramer on Monday discouraged investors from making any moves in high-value stocks ahead of earnings reports, especially in Big Tech — which will be viewed with intense scrutiny. "No one on Wall Street knows what any of the quarters will look like, except for the principals," he said. For example, he described why it's difficult to trade Alphabet based on earnings, saying that often some data in the Google parent's quarter fails to impress Wall Street. And according to Cramer, many on Wall Street will carefully examine each tech giant's spending on data centers and Nvidia products. "I am indeed trying to discourage you from trading these stocks ahead of the quarters.
Persons: CNBC's Jim Cramer, Cramer Organizations: Big Tech, Google, Microsoft, Apple, Nvidia Locations: China, It's
Former President Donald Trump reiterated his frustration with Taiwan over the weekend when he appeared on "The Joe Rogan Experience" podcast and accused Taiwan of stealing America's chip industry. Trump criticized the U.S. CHIPS Act and said he would implement tariffs on chips from Taiwan if elected president. Shares of Taiwan Semiconductor closed down 4.3% on Monday. The U.S. Commerce Department funds have yet to be allocated to Taiwan Semiconductor or other major semiconductor firms. "We put up billions of dollars for rich companies to come in and borrow the money and build chip companies here.
Persons: Donald Trump, Joe Rogan, Trump, Bernstein, Stacy Rasgon, Rasgon, CC Wei, shouldn't, They're, he'll, Patrick Moorhead, Kamala Harris, it's, Biden Organizations: Taiwan Semiconductor Manufacturing Company, Nvidia, Apple, Taiwan Semiconductor, Amazon, Google, Microsoft, UBS, Intel, Samsung, U.S, CNBC, U.S . Commerce Department, CC, Funds, Mizuho, Trump, Analysts, Citi, VanEck Semiconductor, Global, Texas, China, Micron Locations: Taiwan, U.S, China, Arizona
Manuel Orbegozo | ReutersApple on Monday released iOS 18.1, an update that includes the company's artificial intelligence, called Apple Intelligence, for the iPhone 16 and iPhone 15 Pro. "Given the staggered launch of Apple Intelligence, we expect iPhone demand to pick up post initial release of Apple Intelligence in late Oct," Bank of America Securities analyst Wamsi Mohan wrote in an Oct. 25 note. Opt inYou need an iPhone 15 Pro, iPhone 15 Pro Max or any iPhone 16 model to install and use Apple Intelligence. You also need to turn it on by asking for access to Apple Intelligence in the Settings app. Zoom In Icon Arrows pointing outwards Apple Intelligence can summarize important emails inside the Mail app.
Persons: Tim Cook, Steve Jobs, Manuel Orbegozo, Siri, Wamsi Mohan Organizations: Apple, Steve, Reuters Apple, Apple Intelligence, Nvidia, Apple Inc, iOS, " Bank of America Securities Locations: Cupertino , California
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia earnings need to show demand is there and growing, says Bernstein's Stacy RasgonStacy Rasgon, Bernstein semiconductor analyst, joins 'Squawk on the Street' to discuss what Nvidia needs to show investors to 'keep the party going', the globe's chip-making ability, and much more.
Persons: Bernstein's Stacy Rasgon Stacy Rasgon, Bernstein Organizations: Nvidia
Morgan Stanley initiates FrontView REIT as overweight Morgan Stanley said the commercial real estate investment trust company is well positioned. " Morgan Stanley downgrades Global Foundries to equal weight from overweight Morgan Stanley said it sees rising competition for the semis company. " Morgan Stanley upgrades Nutanix to overweight from equal weight Morgan Stanley said the cloud computing software company is well positioned. " Morgan Stanley downgrades Ciena to equal weight from overweight Morgan Stanley said it sees a more balanced risk/reward for the networking and systems software company. Wedbush adds Roblox to the best ideas list The firm said it sees robust revenue growth ahead.
Persons: Cantor Fitzgerald, Morgan Stanley, FrontView, Baird, AAON, Canaccord, Tesla, Jefferies, NTNX, Wells, Raymond James downgrades, Wolfe, DOV, Morgan Stanley downgrades Ciena, Piper Sandler, Bowlero, Piper, Goldman Sachs, Goldman, it's bullish, Marcellus, Bernstein, SARO, Stifel downgrades, Oppenheimer, Monness Crespi Hardt, Coinbase, Stifel, it's Organizations: Nvidia, Broadcom, MU, JPMorgan, Apple, Dell, Cisco, Spotify, Honeywell, Walmart, " Bank of America, Antero Resources, Bank of America, Macquarie, China EV, Stifel downgrades Colgate, Palmolive, Colgate, Commerce, ~$ Locations: AVGO, 1H25, Dover, Appalachia, Utica, West Virginia
For all we know, the yield curve may simply be going through the birthing of an un-inverted yield curve. GOOGL YTD mountain Alphabet YTD Search used to be so simple. META YTD mountain Meta Platforms YTD Meta Platforms has run big ahead of the quarter. AMZN YTD mountain Amazon YTD Let's get to the two toughest of the week, Amazon and Apple. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: let's, Eli Lilly, nonfarm payrolls, Carl Quintanilla, batty, Jeff Marks, Waymo, Elon Musk, Donald Trump, Kamala Harris, Department's, Mark Zuckerberg, Jensen Huang, Marc Benioff, Trump, Warren Buffett, Jim Cramer's, Jim Cramer, Jim Organizations: CNBC, Microsoft, Apple, Treasury, Federal Reserve, charlatans, Honeywell, Twitter, Club, Gemini, YouTube, Google, Donner Party of cannibalization, AMD, Nvidia, Intel, Merck, Pfizer, Tech Titans, Meta, Amazon Web Services Locations: Wall, cyclicals, California, Philly
Nvidia dethroned Apple as the world’s most valuable company on Friday following a record-setting rally in the stock, powered by insatiable demand for its specialized artificial intelligence chips. Nvidia’s stock market value briefly touched $3.53 trillion, slightly above Apple’s $3.52 trillion, LSEG data showed. Nvidia ended the day up 0.8%, with a market value of $3.47 trillion, while Apple’s shares rose 0.4%, valuing the iPhone maker at $3.52 trillion. In June, Nvidia briefly became the world’s most valuable company before it was overtaken by Microsoft and Apple. Shares of Nvidia, Apple and Microsoft have an outsized influence on the richly valued technology sector as well as the broader U.S. stock market, with the trio accounting for about a fifth of the S&P 500 index’s weight.
Persons: OpenAI, , Russ Mould, AJ Bell, ” Nvidia’s, TSMC, Rick Meckler, Organizations: Nvidia, Apple, Microsoft, Western Digital, , chipmaker, Huawei, Federal Reserve, Cherry Lane Investments Locations: United States, China, New Vernon , New Jersey
In what some analysts are calling the “show me the money” quarter, most of the major US tech titans will report earnings during Halloween week. “Tech companies have been spending billions on AI like kids in a candy store,” said David Laut, chief investment officer at Abound Financial. “Now investors want to see what they’re getting for their money.”Earnings season for tech got off to a strong start Wednesday evening when Tesla surprised Wall Street with better-than-expected earnings. The results sent Tesla’s shares surging more than 11% in after-hours trading, potentially setting a positive tone for next week’s parade of tech earnings. But there’s more spooking Wall Street than just tech earnings.
Persons: , David Laut, Tesla, Tesla’s, Jim Reid, Dan Ives Organizations: New, New York CNN, Google, Microsoft, Meta, Apple, Nvidia, “ Tech, , ChatGPT, Reserve, Deutsche, Wedbush Securities Locations: New York, Canada, France
How I turned ChatGPT into my tour guide in Italy
  + stars: | 2024-10-26 | by ( Salvador Rodriguez | ) www.cnbc.com   time to read: +3 min
Traveling through Italy, I used ChatGPT as a tour guide for the moments where my mom and I wandered into interesting little corners, alleys and buildings where our curiosity was piqued with no tour guide around. As I stood with my mom under the blistering sun in Rome waiting for our audio tour of the Pantheon to begin, I decided to kill some time with ChatGPT. "Pretend you're a tour guide and tell that to me in a more interesting fashion," I wrote. But my favorite ChatGPT use case so far has been as a tour guide in Italy. Elsewhere on our trip, ChatGPT told us that the central figure of the Trevi Fountain was Neptune riding a chariot pulled by sea horses, and explained why Rome's Stadio Olimpico still maintained a monument for Benito Mussolini.
Persons: ChatGPT, OpenAI's ChatGPT, I've, it's, Trevi, Benito Mussolini, Maximilian I, Napoleon III Organizations: Stadio Olimpico Locations: Italy, Rome, Austrian, Lombardy, Venetia, Milan, Mexico
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailExpect Nvidia to maintain its 80-85% market share, says BofA's Vivek AryaVivek Arya, Bank of America senior semiconductor analyst, joins 'Squawk Box' to discuss Nvidia's bull run, state of the chip sector, demand for Nvidia's Blackwell AI chip, and more.
Persons: BofA's Vivek Arya Vivek Arya, Nvidia's Organizations: Bank of America, Nvidia's Blackwell
Trade Tracker: Bryn Talkington buys more Nvidia
  + stars: | 2024-10-25 | 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 EmailTrade Tracker: Bryn Talkington buys more NvidiaBryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to discuss why she's buying more Nvidia.
Persons: Bryn Talkington, Nvidia Bryn Talkington Organizations: Nvidia, Management
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia needs India as another growth market in Asia: EFM Asset ManagementDaniel Heyler, senior analyst at EFM asset management, says "memory stocks are 20-30% below previous peaks, so we think that's an area where there's a lot of upside the next six months in terms of valuation."
Persons: Daniel Heyler Organizations: Nvidia, EFM Locations: India, Asia
Stocks including United Airlines and Morgan Stanley have seen immense buying on Wall Street this week and could be in store for a pullback. United Airlines stock has surged more than 82% in 2024, and has a 14-day RSI of 85.9, which is the second-highest reading on the list. UAL YTD mountain United Airlines stock. Morgan Stanley stock is also overbought this week, with a 14-day of RSI of 79.5. MS YTD mountain Morgan Stanley stock.
Persons: Morgan Stanley, General Mills Organizations: United Airlines, Nasdaq, Microsoft, Nvidia, CNBC Pro, FactSet, Morgan, Moderna, Enphase Energy
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street.
Persons: Jim Cramer, Carahsoft, George Kurtz, We'll, Stanley Black, Decker, Eli Lilly, Eaton, Brian Niccol's, It's, we'll, Jim Cramer's, Jim Organizations: CNBC, ., Nasdaq, Communication, Newmont Corporation, Nucor, Universal Health Services, HCA Healthcare, Bloomberg, Carahsoft Technology, Internal Revenue Service, IRS, Bloomberg News, Microsoft, Club, Nvidia, Devices, GE Healthcare, Nextracker, Linde, Coterra Energy, Starbucks, Federal, Boeing, Jim Cramer's Charitable Locations: U.S, China
With massive corporations including Alphabet , Meta , Apple , Microsoft and Amazon set to report earnings next week, CNBC's Jim Cramer on Friday urged investors to keep a level head. "Just please remember, the first move's been the wrong move almost half the time since this earnings season began. Monday starts off the week with earnings from Ford . Tuesday brings McDonald's earnings report, and Cramer said to expect "a full airing of the e-coli situation," but that it is too early to tell how much damage it will do to the fast food chain. The monster week for earnings will continue into Thursday, as both Apple and Amazon will report after the bell.
Persons: CNBC's Jim Cramer, Cramer, Chipotle, Brian Niccol's, Eli Lilly, Meta, Chevron's, Hess, Exxon doesn't Organizations: Apple, Microsoft, Federal Reserve, Ford, Disease Control, Prevention, Royal, PayPal, Caterpillar, Meta, Merck, Bristol, Oil titans Chevron, Exxon, Chevron Locations: Gulf of Mexico, Myers
Microsoft CEO Satya Nadella's pay rose 63% to $79.1 million for the year to June 30. Microsoft stock has soared as investors bet it'll be a big winner from the AI boom. The software giant's boss received a $2.5 million salary, $71.2 million of stock awards, a $5.2 million cash incentive, and $170,000 in other compensation, per a proxy filing on Thursday. Nadella had been in line for a $10.7 million cash incentive, but asked the board for less following several high-profile cybersecurity breaches in the period. Apple CEO Tim Cook was paid $63.2 million for the company's last financial year, while Nvidia CEO Jensen Huang pocketed $34.2 million.
Persons: Satya Nadella's, it'll, , Nadella, OpenAI, Tim Cook, Jensen Huang Organizations: Microsoft, Service, Revenue, Big Tech, Apple, Nvidia
Outside of technology giants like Nvidia and Apple, you may not have heard of many of the top 10 publicly traded companies that delivered the highest 25-year total return to their investors. A few years later, on October 22, 1999, its stock price had risen slightly to over $3. If you had invested $10,000 in the company at that time, your investment would be worth nearly $9 million as of October 22, per CNBC's calculations. Nvidia has experienced meteoric growth in the value of its stock over the past quarter century as well. A $10,000 investment in Nvidia made 25 years ago would be worth a little over $32 million now.
Organizations: Nvidia, Apple, Corporation, CNBC
Every weekday the CNBC Investing Club with Jim Cramer holds a "Morning Meeting" livestream at 10:20 a.m. The Dow Jones Industrial Average fell modestly, under pressure from declines in Club and Dow stock Honeywell following a mixed quarter and a disappointing sales outlook. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.
Persons: Jim Cramer, Bonds, Jeff Marks, Jim Cramer's, Jim Organizations: CNBC, Fed, Nasdaq, Lam, Nvidia, Dow Jones, Dow, Honeywell, Jim Cramer's Charitable Locations: Central
Amid the flurry of partnerships announced on the occasion was a deal between Reliance and Nvidia to build AI infrastructure in India. Nvidia on Thursday announced a slew of partnerships with major Indian firms and launched a Hindi language model, as the American chip company looks to ramp up business in one of the world's biggest technology markets. Nvidia also announced Nemotron-4-Mini-Hindi 4B — a small language model in Hindi, the widest-spoken of India's multitude of languages. Companies running Nvidia hardware can deploy this language model, while Indian IT consultancy Tech Mahindra is using Nvidia's model to launch its own Hindi AI model, Project Indus 2.0. "India is very, very dear to the world's computer industry, central to the IT industry," Huang said.
Persons: Huang, Jensen Huang, Akshay Kumar, Mukesh Ambani, Narendra Modi, Modi, Neil Shah, Shah Organizations: Reliance, Nvidia, Yotta, Tata Communications, Reliance Industries, Companies, Indian, Tech Mahindra, Infosys, Wipro, TCS, Reliance Jio, Ambani's Reliance Industries, Counterpoint Research, CNBC Locations: India, Mumbai, American
Nvidia's much-anticipated Blackwell AI chip appears to be back on track. CEO Jensen Huang said Nvidia had fixed a design flaw with the chip with the help of Taiwanese tech firm TSMC, per Reuters. AdvertisementNvidia seems to have fixed a design flaw in its next-gen AI chip, thanks to a little help from TSMC. "We had a design flaw in Blackwell. It was functional, but the design flaw caused the yield to be low.
Persons: Blackwell, Jensen Huang, , Morgan Stanley, Huang, Goldman Sachs Organizations: Nvidia, Meta, Google, Service, Reuters, Blackwell, TSMC Locations: TSMC
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia CEO partners with India to supply chips to tech companiesNvidia CEO Jensen Huang, in a fireside chat with Reliance Industries Chairman Mukesh Ambani, discussed why India is poised to build an AI empire. He highlighted the country's potential to export AI innovations rather than Indian workers being displaced by the technology.
Persons: Jensen Huang, Mukesh Ambani Organizations: Reliance Locations: India
CNBC's Jim Cramer on Thursday told investors that resources like fossil fuels will remain important and enable technological innovations, even as investments in renewable energy continue to grow. While the tech megacaps are investing heavily in nuclear energy, Cramer suggested that power won't play a huge role in the data center for at least a decade. He also reviewed GE Vernova 's recent quarter, saying the company's strength came from electrification and natural gas, not wind or nuclear power. But Cramer also stressed that the conversation around fossil fuels extends beyond the automotive industry. "The truth is, fossil fuels are essential for a lot more than vehicles, like it or not."
Persons: CNBC's Jim Cramer, Cramer, Elon Musk Organizations: Meta, Nvidia, Google, Microsoft, GE
Jensen Huang says AI can enhance jobs — but won't replace humans entirely. AI could perform parts of some jobs up to 1,000 times better but not replace entire roles, he said. AdvertisementNvidia CEO Jensen Huang anticipates AI will do parts of some jobs 1,000 times better — but it will never replace the actual humans doing those roles. "Depending on the jobs we do, it could do 20% of our jobs 1000 times better. He previously said that he wanted Nvidia to be a company with "100 million AI assistants."
Persons: Jensen Huang, , Huang, Kweilin, Goldman Sachs Organizations: Nvidia, Service, McKinsey Locations: Mumbai, India
As Luccioni shows me a digital map that tabulates real-time data on electricity consumption and carbon intensity, she explains it's her "favorite website." Her enthusiasm carries over into her role as AI & Climate Lead at Hugging Face, where Luccioni collects actionable data on AI's environmental impact. Luccioni codeveloped and regularly contributes to CodeCarbon, a program that helps developers estimate emissions and energy use from running AI models. "Where the energy is coming from is really the biggest impact on emissions," Luccioni said. "You have to define specific data sets and specific hardware to compare these models."
Persons: it's, Luccioni, ChatGPT Organizations: Nvidia, Google, Meta, Organisation for Economic Co, Energy, EPA
Parker manages Nvidia's internal sustainability efforts by measuring and managing its water use and its conversion to renewable energy sources. He also evangelizes the potential for AI tools and data science to improve sustainability outside the company. Before joining Nvidia in 2023, Parker worked as a lawyer specializing in ethics and compliance in-house for the data storage company Western Digital and for a tech-focused law firm. He studied electrical engineering before law school at New York University School of Law. See Business Insider's full AI Power List
Persons: Parker Organizations: Nvidia, Western Digital, New York University School of Law
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