Browse Transcripts

Category: Science & Technology

Nvidia h100 gpu for ai - overview this is the new computer industry software is no longer programmed just by computer engineers software is programmed by computer engineers working with ai supercomputers we have now reached the tipping point of accelerated computing we have now reached the tipping point... 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

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

[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

[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

Welcome back to fast market everyone kevin hs alex coffee now it's time for our cashtag segment now i want to bring in the vice president of research at like.com miss megan brantley to the show megan we're covering nvidia it's a fun topic on a day like this and actually we could turn this into the nvidia... Read more

Category: People & Blogs

What really happened after the earnings report were released everyone were really expecting in the stock market this stock would really push the stock market on the positive side of course even i was expecting the same of course i have even the shares in nvidia stock but something really small minor... Read more

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

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

I think and dan let's talk about nvidia too i want your take on that name got hit today um we did see those reports uh could be delaying black well what what did you make of those reports dan and what should you know investors right now if they're in nvidia what was your takeaway i i think um one we... Read more

Category: Education

Nvidia stock we're tracking nvidia shares this morning nvda the ticker symbol up on your screen right there the shares are moving to the upside today after leading the declines in the magnificent 7 yesterday monday with those stocks shedding over $650 billion amid a steep global sell off the stock's... 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

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

Anticipate the market reaction to that looking like because we have seen nvidia come out in the past and beat and raise and the market has not necessarily rallied around that news because the anticipation is so baked in i would say with a pullback in the stock to around1 $100 i think a beat and a raise... Read more

Category: Education

We still have to consider nvidia a week from today how do you see that i mean it's huge obviously um it's uh it's the most important stock in the world right now so u you know if if they laid an egg uh it would be a major problem for the whole market i don't think they will i think uh they're going... Read more

Category: Education

Why remain bullish on nvidia yeah well i think there's a lot of reasons to still like the company i mean they've driven accelerate compute about a thx over the last 10 years and they continue to be the leaders in the space um and ai is right now just too important of a area to to let up the gas and... Read more

Category: Education

Nvidia is gearing up to report earnings next week in wall street well it's still feeling bullish on the ai darling despite some worry over potential delays of its blackwell chips yahoo finances madison mills joins us now with more maddie hey shaa so if you saw the nvidia sell off on thursday and got... Read more

Category: Education

Nvidia uh of course big earnings this week not just important for nvidia v but important for the market for the index kind of al a gauge of that whisk on appetite let's go the reasons v you say nvidia even after a big move it's still a buy one stronger hopper cycle than expected explain that bullet... 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