Category: Education
Nvidia just reported earnings and unfortunately the stock is down roughly 7% on today's episode i want to share my overall thoughts on earnings but i don't want to hold you hostage i want to say i think earnings were great i don't think there's a reason for the selloff and i think as a long-term investor... Read more
Category: Education
Nvidia stock investors would probably argue that nvidia is the most important company in the world but what if i told you that in a recent conference nvidia ceo pretty much confirmed these claims more specifically he mentioned how the demand for his chips are creating very emotional customers what's... Read more
Category: Education
Nvidia's stock is down over 20% from its year- to-day high as many worry that the ai market is filled with hopes and dreams however oracle just reported earnings giving us a great reminder of how strong and resilient the ai market truly is especially noteworthy is the ceo's mention of designing a massive... Read more
Category: Education
Over the next five years i see nvidia's stock easily reaching a market cap of 50 to 60 trillion do nvidia jumped 12% on some comments made by meta um and microsoft that both said that there's increased ai demand and they're going to continue to uh to build out capacity so chamat i know you've talked... Read more
Category: Education
[music] i think the market wanted more on blackwell they wanted more specifics and i'm trying to go through all of the call and the transcript it seems like a very clearly this was a production issue and not a fundamental design issue with blackwell but the deployment in the real world what does that... Read more
Category: Education
Who is nidia what is she that all our swains commend her holy fair and wise is she the heaven such grace did lend her that she might admire be on the eve of its quarter with the whole market on ten hooks a d advancing 10 points as and she got .6% that that's that gaining .6% we have to ask who is nvidia... Read more
Category: Education
As we know nvidia is the main provider to train ai models and apple just integrated ai into its phones now will be just a matter of time for nvidia stock to massively explode welcome back to squawk on the street apple unveiling a slew of new products at monday's big product event including a new ai... Read more
Category: Education
We were talking earlier in the program about what we could actually expect from nvidia and i'm curious about the sticking points in your view how uh does this kind of change the picture not just for nvidia but set the tone for the broader tech sector okay uh no good question i i think um i mean with... Read more
Category: Education
You actually have been in asia a lot and you've been looking at the factories and you've been talking to people who are the end buyers of some of these chips and the producers to understand exactly how much demand there is what have you seen that gives you such confidence that this really is a takeoff... Read more
Category: Education
[music] chip soxs losing some steam today as the nasdaq rolls over earlier gains giving up some of those earlier gains on that softer than expected manufacturing data now today's move to the downside what you are seeing play out within the chip sector follows yesterday's risk on rally actually looking... Read more
Category: Education
A fresh read from the trips this morning taian taiwan semi reporting a 45% jump in july revenue compared to last year that was thanks to strong demand for the company's ai chips shares are well they're bouncing around along the flatline here but a big outperformer on the year okay one of their key customers... Read more
Category: Education
This comes as earnings for some of nvidia's biggest customers those large cap tech names have been a bit mixed our next guest though seeing some opportunity saying that the volatility represents a reason to buy joining us now we want to bring in antoan shakai ban he is a technology infrastructure analyst... Read more