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25 mentions found


☆ The DOJ vs. Google: Breaking down the latest in the antitrust case and what it means for Chrome's future
  + stars: | 2024-11-21 | by ( Dan Defrancesco | ) www.businessinsider.com   time to read: +7 min
AdvertisementThe DOJ has asked the judge in its antitrust case against Google to force the tech giant to sell Chrome, its massively popular browser. In August, a judge ruled Google violated antitrust laws and acted as a monopoly when it came to its search engine. Google will have a chance to respond next month with its own plan before the judge makes a ruling next year. That makes it a powerful distribution arm for Google since Chrome's default search engine is … Google. And Apple was making at least $20 billion a year by defaulting to Google Search .
Persons: Billy Bob Thornton, Trump, Elon Musk, Vivek Ramaswamy, Chelsea Jia Feng, Hugh Langley, Lara O'Reilly, Lara, Apple, Donald Trump, Matt Gaetz, Marc Rowan, Arturo Holmes, Apollo, Scott Kleinman, Jim Zelter, Morgan Stanley's, Jeff McMillan's, he's, You've, that's, Michael M, Tyler Le, Google's DeepMind, John Deere, Biden, Dan DeFrancesco, Grace Lett, Ella Hopkins, Hallam Bullock, Amanda Yen, Milan Sehmbi Organizations: Business, Justice Department, Google, Tech, Nvidia, Elon, DOJ, Microsoft, YouTube, Bloomberg, Big Tech, Trump, Getty, —, Comcast, Boston Celtics, White Locations: Los Angeles, New York, Chicago, London
☆ Nvidia's underlying longterm potential remains strong, says Advisors Capital's Joanne Feeney
  + stars: | 2024-11-21 | 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 EmailNvidia's underlying longterm potential remains strong, says Advisors Capital's Joanne FeeneyJoanne Feeney, Advisors Capital partner and portfolio manager, joins CNBC's 'Squawk on the Street' to discuss outlooks on Nvidia, expectations for growth, and more.
Persons: Capital's Joanne Feeney Joanne Feeney Organizations: Advisors Capital
☆ Commentary on Nvidia's earnings call saved stock from falling further, says Dan Niles
  + stars: | 2024-11-21 | 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 EmailCommentary on Nvidia's earnings call saved stock from falling further, says Dan NilesDan Niles, Niles Investment Management founder and portfolio manager, joins 'Squawk Box' to discuss what to make of Nvidia's quarterly earnings results, the idea that Nvidia missed on their earnings results, and much more.
Persons: Dan Niles Dan Niles Organizations: Niles Investment Management, Nvidia
☆ Demand for Nvidia products isn't letting up, Jim Cramer says
  + stars: | 2024-11-21 | by ( Julie Coleman | ) www.cnbc.com   time to read: +1 min
CNBC's Jim Cramer on Thursday reiterated his longstanding belief in Nvidia and CEO Jensen Huang, saying that despite the concerns of some on Wall Street, demand for the artificial intelligence behemoth's products isn't slowing down. Nvidia posted earnings Wednesday that comfortably topped estimates. Nvidia has had a meteoric rise, with shares currently up more than 196% year-to-date, and the company has posted large earnings beats quarter after quarter. According to Cramer, supply isn't set to outpace demand. Some of Nvidia's biggest customers, like Microsoft , Meta , Amazon and Tesla will have to keep buying the products, he said.
Persons: CNBC's Jim Cramer, Jensen Huang, Jensen, Cramer Organizations: Nvidia, Nvidia's, Microsoft, Meta
☆ Morgan Stanley's Joseph Moore: All indications point to a strong ramp for Nvidia's Blackwell chips
  + stars: | 2024-11-21 | 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 EmailMorgan Stanley's Joseph Moore: All indications point to a strong ramp for Nvidia's Blackwell chipsJoseph Moore, Morgan Stanley Nvidia analyst, joins CNBC's 'Money Movers' to discuss outlooks on Nvidia following the company's quarterly report.
Persons: Morgan Stanley's Joseph Moore, Blackwell, Joseph Moore, Morgan Stanley Organizations: Nvidia
☆ The world runs on Nvidia, says Altimeter Capital's Brad Gerstner
  + stars: | 2024-11-21 | 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 EmailThe world runs on Nvidia, says Altimeter Capital's Brad GerstnerBrad Gerstner, founder and CEO of Altimeter Capital, joins CNBC's 'Halftime Report' to discuss why he's buying more Nvidia after their earnings report.
Persons: Brad Gerstner Brad Gerstner Organizations: Nvidia
☆ Nvidia: Here's why Raymond James reiterates its 'strong buy' rating on the semiconductor giant
  + stars: | 2024-11-21 | 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 EmailNvidia: Here's why Raymond James reiterates its 'strong buy' rating on the semiconductor giantSrini Pajjuri, senior semiconductor analyst at Raymond James, joins CNBC's 'The Exchange' to discuss Nvidia's latest earnings report, what it will take for Nvidia's momentum to slow down, and more.
Persons: Raymond James, Pajjuri Organizations: Nvidia
☆ Jim Cramer digs into Nvidia's 'preposterously great' earnings
  + stars: | 2024-11-21 | by ( Jim Cramer | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJim Cramer digs into Nvidia's 'preposterously great' earnings'Mad Money' host Jim Cramer looks at Nvidia results and what they say about the trajectory of the stock.
Persons: Jim Cramer Organizations: Nvidia
☆ Expect clear sailing for Nvidia's growth story over the next 2 years, says Paul Meeks
  + stars: | 2024-11-21 | 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 EmailExpect clear sailing for Nvidia's growth story over the next 2 years, says Paul MeeksPaul Meeks of Harvest Portfolio Management says that he still thinks that Nvidia's valuation is attractive from a price/earnings-to-growth ratio and that slowing demand for GPUs from AI hyperscalers is not a risk at Nvidia for 2025 and beyond.
Persons: Paul Meeks Paul Meeks Organizations: Management, Nvidia
☆ Market breadth has improved beyond 'Magnificent 7,' says analyst
  + stars: | 2024-11-21 | 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 EmailMarket breadth has improved beyond 'Magnificent 7,' says analystAnwiti Bahuguna, chief investment officer of global asset allocation for Northern Trust Asset Management, discusses Nvidia earnings and what they mean for the broader market.
Persons: Anwiti Bahuguna Organizations: Trust Asset Management
☆ Nvidia's earnings visibility makes it a 'safe haven' relative to the rest of the S&P 500: Citi
  + stars: | 2024-11-21 | 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 EmailNvidia's earnings visibility makes it a 'safe haven' relative to the rest of the S&P 500: CitiScott Chronert of Citi says Nvidia's strong growth projections has made it 'just another stock'.
Persons: Citi Scott Chronert Organizations: Citi
☆ Jensen Huang says the 3 elements of AI scaling are all advancing. Nvidia's Blackwell demand will prove it.
  + stars: | 2024-11-21 | by ( Emma Cosgrove | ) www.businessinsider.com   time to read: +2 min
AdvertisementReports on an AI progress slowdown raised concerns about model scaling on Nvidia's earnings call. An analyst questioned if models are plateauing and if Nvidia's Blackwell chips could help. And could the power of Nvidia's Blackwell chips start it up again? Pre-training, post-training improvements, and new reasoning strategies all improve models, Huang said. The company said commercial shipments of Blackwell chips are just beginning.
Persons: Nvidia's Blackwell, Huang, Jensen Huang isn't, OpenAI's, Blackwell, Hopper Organizations: Nvidia, Blackwell
☆ Forget Nvidia. This is the biggest tech earnings mover of the day and Goldman sees 70% upside
  + stars: | 2024-11-21 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
The sharp move higher puts the cloud-based data stock on pace for its best day ever. SNOW YTD mountain Snowflake stock headed for its best day ever on Thursday. Goldman analyst Kash Rangan reiterated a buy rating on Snowflake following its third-quarter results, and maintained his price target of $220 per share. JPMorgan, others bullish too JPMorgan Chase analyst Mark Murphy maintained an overweight rating on Snowflake stock, but increased his price target to $185 per share. The analyst reiterated his neutral rating on Snowflake stock but increased his price target to $185 per share from $160, equating to more than 43% upside moving forward.
Persons: Sridhar Ramaswamy, Goldman, Kash Rangan, Rangan, Mark Murphy, Murphy, Brad Sills, he's, Sills, Wells Fargo's Michael Turrin, Turrin Organizations: JPMorgan, Bank of America Locations: Snowflake
☆ Nvidia reversal moves whole stock market higher, proving again its unprecedented influence
  + stars: | 2024-11-21 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
There's no denying how important Nvidia is to the stock market. Stock futures followed Nvidia's lead, riding slight losses at the time. In that time, stock futures recovered their earlier losses and were last up around 0.5%. Many firms lifted their price targets on the chipmaker, including Citi, Wells Fargo and Bernstein . Elsewhere Thursday morning on Wall Street, Wells Fargo initiated GE Vernova as overweight, citing growing power demand from artificial intelligence.
Persons: Nvidia's, Wells Fargo, Bernstein Organizations: Nvidia, Barclays, Bank of America, Citi, GE Vernova Locations: Wells Fargo
☆ Alphabet shares tumble on DOJ fears. Here's what we think about the stock
  + stars: | 2024-11-21 | by ( Jeff Marks | ) www.cnbc.com   time to read: +4 min
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. The market is also taking its cue from Club name Nvidia , but not in the way you would think. 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, We'll, Kent Walker, Walker, we've, Justice Department —, Baird, haven't, Amit Mehta, Mehta, Jim Cramer's, Jim Organizations: CNBC, ., Nvidia, Google, Department of Justice, DOJ, Bloomberg, Justice Department, ISI, Ross Stores, Intuit, Jim Cramer's Charitable Locations: Eaton, Dover
☆ Want to invest behind Nvidia's Blackwell chip launch? Wall Street says try these stock alternatives
  + stars: | 2024-11-21 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Investors looking for alternative ways to profit off of Nvidia 's impending Blackwell chip rollout may want to take a look at these derivative plays. Shares of Nvidia fell 3% despite topping quarterly earnings expectations and Wall Street's forecast. The stock has whipsawed amid concerns of slowdown following several quarters of monstrous revenue growth and lofty guidance beats. Semiconductor product manufacturers MACOM Technology Solutions and Semtech are other potential beneficiaries from a strong Blackwell rollout, according to Stifel's Tore Svanberg. This includes companies such as Marvell Technology , Credo Technology and Astera Labs .
Persons: Brad Lin, Lin, Asiya Merchant, Stifel's Tore Svanberg Organizations: Nvidia, Blackwell, Bank of, Taiwan Semiconductor Manufacturing, Dell, Hewlett Packard Enterprise, Semiconductor, MACOM Technology Solutions, Marvell Technology, Technology, Astera Labs Locations: Taiwan
☆ Stocks making the biggest moves premarket: Snowflake, Nvidia, BJ's Wholesale and more
  + stars: | 2024-11-21 | by ( Sean Conlon | ) www.cnbc.com   time to read: +2 min
Snowflake posted adjusted earnings of 20 cents per share on revenue of $942 million. Analysts surveyed by LSEG were looking for 15 cents in earnings per share on revenue of $897 million. Nvidia – Shares of the chipmaker fell around 1% despite its third-quarter earnings results topping Wall Street's expectations . BJ's Wholesale Club – The stock popped nearly 8% after the warehouse club reported a third-quarter earnings beat and raised its full-year guidance. BJ's also announced a plan to repurchase $1 billion shares and said it will raise its membership fee.
Persons: Snowflake, LSEG, – Stocks, bitcoin, Coinbase, Mara Holdings, Baidu, BJ's, Goldman Sachs, —, Sarah Min, Hakyung Kim, Michelle Fox Theobald Organizations: Palo Alto Networks, Nvidia –, –, Baidu, BJ's Wholesale Locations: Palo
☆ CNBC Daily Open: Could Nvidia’s greatest obstacle be itself?
  + stars: | 2024-11-21 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
Ann Wang | ReutersThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Even though Nvidia's third-quarter revenue soared 94% on an annual basis, it's a slower pace than Nvidia's growth in the previous three quarters, when sales rose 122%, 262%, and 265%, respectively, as CNBC's Kif Leswing notes. The same goes for Nvidia's forward guidance: A growth of around 70% for current-quarter sales, compared with a year earlier. It appears that investors have enjoyed Nvidia's astounding performance for so long they've become desensitized to it.
Persons: Jensen Huang, Ann Wang, LSEG, University's, Leswing, Samantha Subin, Brian Evans Organizations: NVIDIA Blackwell, Reuters, CNBC, Nvidia, Investors, University's Stern School of Business Locations: Taipei, Taiwan, New
☆ Nvidia is 'in a really good position' despite slowing growth, says The Futurum Group CEO
  + stars: | 2024-11-21 | 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 EmailNvidia is 'in a really good position' despite slowing growth, says The Futurum Group CEODaniel Newman, CEO at The Futurum Group, discusses investors' concern over Nvidia's increasingly "conservative" earnings forecast.
Persons: Daniel Newman Organizations: Nvidia
☆ Nvidia bowled a strike with its Q3 earnings, says Jim Cramer
  + stars: | 2024-11-21 | by ( Jim Cramer | ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailNvidia bowled a strike with its Q3 earnings, says Jim Cramer'Mad Money' host Jim Cramer looks at Nvidia results and what they say about the trajectory of the stock.
Persons: Jim Cramer Organizations: Nvidia
☆ Nvidia's quarter was a 'spike the ball in the endzone' performance, says Constellation's Ray Wang
  + stars: | 2024-11-21 | 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 EmailNvidia's quarter was a 'spike the ball in the endzone' performance, says Constellation's Ray WangRay Wang, Constellation Research founder, chairman and principal analyst, joins 'Squawk Box' to discuss the decline in Nvidia's stock price post-earnings, Wang's investment thesis on the stock, and much more.
Persons: Constellation's Ray Wang Ray Wang Organizations: Constellation Research
☆ 'Constraints' on Nvidia mean 'more is coming later,' says Melius Research's Ben Reitzes
  + stars: | 2024-11-21 | 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 Email'Constraints' on Nvidia mean 'more is coming later,' says Melius Research's Ben ReitzesBen Reitzes, Melius Research head of technology research, joins CNBC's 'Squawk on the Street' to discuss expectations for Nvidia, reactions to the most recent earnings report, and more.
Persons: Melius Research's Ben Reitzes Ben Reitzes Organizations: Nvidia
☆ CNBC Daily Open: Is Nvidia its own worst enemy?
  + stars: | 2024-11-21 | by ( Yeo Boon Ping | ) www.cnbc.com   time to read: +2 min
Akio Kon | Bloomberg | Getty ImagesThis report is from today's CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they are. Investors are likely zooming in on the rate at which Nvidia is growing its numbers, compared with its past performance, not just whether it's surpassing expectations. The same goes for Nvidia's forward guidance: A growth of around 70% for current-quarter sales, compared with a year earlier. It appears that investors have enjoyed Nvidia's astounding performance for so long they've become desensitized to it.
Persons: Jensen Huang, Akio Kon, LSEG, University's, Leswing, Samantha Subin, Brian Evans Organizations: Nvidia Corp, Nvidia, Summit Japan, Bloomberg, Getty, CNBC, Investors, University's Stern School of Business Locations: Tokyo, Japan, New
☆ This chart shows how crazy-fast the value of Elon Musk's xAI has risen in 16 months
  + stars: | 2024-11-21 | by ( Ana Altchek | ) www.businessinsider.com   time to read: +2 min
AdvertisementElon Musk's AI startup xAI has been valued at a reported $50 billion, 16 months after its founding. One of his other companies, his artificial intelligence startup xAI, has catapulted from launch just 16 months ago into an AI company now worth a reported $50 billion. So how does that $50 billion compare to the competition? It took OpenAI, last valued at $157 billion in October, around 9 years to pass the $50 billion milestone, according to PitchBook. Musk said the process took 122 days — and the startup plans to double the amount of AI chips inside it in the coming months.
Persons: OpenAI, Elon Musk, —, It's, Grok, Musk Organizations: Elon, Perplexity, SpaceX, Twitter, Nvidia
☆ Here are Thursday's biggest analyst calls: Nvidia, Tesla, Salesforce, Chevron, Dell, Snowflake, Netflix & more
  + stars: | 2024-11-21 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Goldman Sachs downgrades XPeng to neutral from buy Goldman downgraded the China EV company mainly on valuation. Goldman Sachs reiterates Chevron as buy Goldman raised its price target on the stock to $170 per share from $167. Goldman Sachs initiates Merus Therapeutics as buy Goldman said the biotech company has "best-in-class" potential. Goldman Sachs reiterates Snowflake as buy The firm said it likes the company's "strong execution" following earnings on Wednesday. Goldman Sachs reiterates Salesforce as buy Goldman said it's sticking with shares of Salesforce.
Persons: Goldman Sachs, Morgan Stanley, Rosenblatt, William Blair downgrades Ulta, William Blair, XPeng, Goldman, Wells, Jake Paul, Mike Tyson, Dell, Snowflake, Tesla, TJX, Salesforce Organizations: Nvidia, UMB, Palo Alto Networks, Palo, China EV, GE, Bank of America, Netflix, Citi, Energy, Chevron, Barclays, Royal Bank of Canada, Merus Therapeutics, " Bank of America, JPMorgan, Networks, Palo Alto, TJX Companies Locations: Ulta, XPeng, Canada, Shanghai, Salesforce
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