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
Today
Will the AI Trade Resume? The Investment Committee Weighs in 10/21/26
Scott Wapner and the Investment Committee debate whether the AI trade will continue after a few rocky trading days. Plus, CNBC’s Seema Mody joins us with Circle CEO Jeremy Allaire to discuss the Genius Act, crypto markets and AI banking risks. And later, CNBC’s Oliver Renick join ... Show More
43m 55s
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
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