logo
episode-header-image
Feb 2024
44m 30s

How High can Nvidia Fly? 2/22/24

CNBC
About this episode
Scott Wapner and the Investment Committee debate Nvidia’s surge today after a blowout quarter and guidance. Plus, Jim Lebenthal buys Amazon, he explains why.  And later, a Call of the Day on Snowflake, getting a sell call at Monness Crespi, the Committee debate what to do with the name now. Investment Committee Disclosures 
Up next
Jul 17
The State of the Tech Trade: Your Next Move 7/17/26
Dom Chu and the Investment Committee debate how to navigate the momentum trade as sentiment shifts in the sector. Plus, the desk share their latest portfolio moves. And later, Netlix on pace for it's worst day since April 2022. It's our Chart of the Day. Our very own Malcolm Ethr ... Show More
44m 9s
Jul 16
The State of the Tech Trade: Your Next Move 7/16/26
Leslie Picker and the Investment Committee debate the state of the tech trade and share their strategies in the space. Plus, the desk share their latest portfolio moves. And later, Josh Brown spotlights Target in his "Best Stocks in the Market." Investment Committee Disclosures H ... Show More
43m 33s
Jul 15
The Mega-Cap Bounce Back: How to Trade it 7/15/26
Scott Wapner and the Investment Committee debate how to trade the bounce back in Mega-Cap names and which ones are best positioned in this environment. Plus, SpaceX falls below its $135 IPO price for the first time. The desk discusses what it means for the stock and how they are ... Show More
44m 1s
Recommended Episodes
Aug 2023
AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23
<p>Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about </p><p>Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due </p><p>strong demand for AI chips. The future for interest rates also in the spotlight ... Show More
44m 21s
May 2024
Nvidia Still A Buy?... And Boeing’s Latest Black Eye 5/23/24
<p>Shares of Nvidia surging after earnings and its 10-for-1 stock split announcement, but after another big jump, is the stock still a buy? If the chip giant’s rally can keep running. Plus More headwinds for Boeing. The company announcing it expects to burn cash this year, and th ... Show More
43m 38s
Aug 2023
Closing Bell: More Pain Ahead for Tech? 8/14/23
<p>Does the tech pullback have more room to go? Chip investors are stepping up and buying today after a positive Morgan Stanley call on Nvidia. BNY’s Alicia Levine and JP Morgan Asset Management’s Jordan Jackson give their expert takes. Plus, T Rowe Price’s Sebastein Page breaks ... Show More
42m 47s
Nov 2024
Here comes the boom: Nvidia
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05) Show Notes Super Micro Computer to file plan on Monday to remain listed on Nasdaq Dividend Roundup Earnings Calendar Episode tran ... Show More
8m 23s
Nov 2024
Nvidia's big buildup, then a shrug
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).<br /><br />Episode transcripts: <a href="http://seekingalpha.com/wsb?source=w ... Show More
12m 2s
Jan 2025
Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25
<p>Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia – and what CEO Jensen Huang said about AI in his keynote at the Consumer Electronics Show </p><p>in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and sur ... Show More
42m 47s
Nov 2024
Searching for the Next Nvidia, Trump Treasury Secretary Watch, Ken Griffin's Message on Tariffs 11/22/24
<p>Carl Quintanilla, Jim Cramer and David Faber discussed what to make of certain stocks going parabolic. Jim offered words of wisdom when it comes to searching for the next Nvidia.  </p><p>The Trump transition in the spotlight: The President-elect reportedly floated the idea of ... Show More
43m 9s
Feb 2024
The NVDA Show
What does Nvidia’s blockbuster quarter signify for the future? (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation. Companies discussed: NVDA Host: De ... Show More
26m 41s