logo
episode-header-image
Feb 2024
46m 13s

InvestTalk 2-22-2024 – What Does Nvidia'...

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
About this episode

Nvidia has been the primary beneficiary of the recent technology industry obsession with large artificial intelligence models, which are developed on the company’s pricey graphics processors for servers.

 

Today's Stocks & Topics: KHC - Kraft Heinz Co., Discounted Cash Flow, UPS - United Parcel Service Inc. Cl B, CCI - Crown Castle Inc., APO - Apollo Global Management Inc., Mercedes Backtracks EV Plans, ROBO - ROBO Global Robotics & Automation Index ETF, INFL - Horizon Kinetics Inflation Beneficiaries ETF, Bond Maturity, BCC - Boise Cascade Co., China’s Market.



Our Sponsors:
* Check out Rosetta Stone and use my code TODAY for a great deal: https://www.rosettastone.com/


Advertising Inquiries: https://redcircle.com/brands

Privacy & Opt-Out: https://redcircle.com/privacy
Up next
Today
How to Invest in Nuclear Energy’s Biggest Revival in Decades
Nuclear energy is experiencing unprecedented growth, offering investors opportunities in uranium miners, utilities, ETFs, and next-generation small modular reactor companies.Today's Stocks & Topics: PDI - PIMCO Dynamic Income Fund (FUND), SMPL - Simply Good Foods Co. (NAS), CVCO ... Show More
46m 38s
Yesterday
Does the Big, Beautiful Bill Eliminate Taxes on Social Security?
President Trump’s new bill offers most Social Security recipients temporary tax relief, but does not eliminate Social Security taxes entirely.Today's Stocks & Topics: WMS - Advanced Drainage Systems Inc. (NYS), MTPLF - Metaplanet Inc. (OTC, PPTA - Perpetua Resources Corp. (NAS), ... Show More
45m 24s
Jul 8
Will Tariffs Raise Home Prices?
The newly enacted 50% tariffs on imported steel and aluminum are raising construction costs for builders, which are likely to be passed on to homebuyers-- thereby worsening affordability. Today's Stocks & Topics: FCX - Freeport-McMoRan Inc., Market Wrap, IQV - IQVIA Holdings Inc. ... Show More
45m 16s
Recommended Episodes
Feb 2024
Episode 91: “Exclusive Report” New Nvidia Chips Competing With Broadcom and Marvell – Are the Stocks Doomed?
In this episode of Chip Stock Investor, Nick and Kasey discuss a recent news report (https://www.reuters.com/technology/nvidia-chases-30-billion-custom-chip-market-with-new-unit-sources-2024-02-09/) suggesting Nvidia (NVDA) is aiming to compete in the custom data center and AI ma ... Show More
16m 8s
Mar 2024
Episode 108: Nvidia’s Blowout Victory Against AI Chip Competitors (Nvidia Unveils Blackwell and GTC)
Nvidia CEO Jensen Huang unveiled the new Blackwell “GPU platform” for all things AI at the company’s annual GTC 2024 event, and it didn’t disappoint. But for investors unfamiliar with chips and accelerated computing systems, all of the products used to build these massive AI fact ... Show More
14m 36s
Nov 2023
India Aims to Boost IT Hardware Production with Subsidies
Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware in India. (00:23) SEC charges Kraken for operating as unregistered crypto exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over ADHD meds. (02:23) Episode transcripts seekingalp ... Show More
7m 4s
Apr 2024
Episode 129: AI’s Biggest Customers So Far May Be the AI Developers Themselves: Cadence Design Systems
Wall Street is starting to fret about the “AI bubble” as it tries to figure out how new artificial intelligence systems are being monetized. No need to worry, AI is hiding in plain sight. One of the top users of AI are the AI developers themselves. Enter Cadence Design Systems (C ... Show More
16m 29s
Jun 2024
How Nvidia Became the World’s Most Valuable Company
Nvidia has dethroned Microsoft to become the world’s most valuable company! Tune into The Morning Brief podcast to explore its meteoric rise, its dominance in the AI sector, and the strategic brilliance of CEO Jensen Huang. With a $3.335 trillion market cap and GPUs in high deman ... Show More
31m 21s
May 2023
Nvidia Soars to Record as AI Boom Fuels Chips Demand
Bloomberg News US Semiconductor & Networking Reporter Ian King explains how Nvidia, the world’s most valuable chipmaker, forecast sales that blew past analysts estimates, showing how booming demand for artificial intelligence processors has the potential to reshape the sector. Mo ... Show More
33m 2s
Jun 2024
ByteDance reportedly teams with Broadcom on AI chip
ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock mover ... Show More
5m 19s
Feb 2024
🙃 “Hello, FOMO Rally” — Bitcoin’s $60,000 surge. Beyond Meat’s French lover. Teledoc’s bow & arrow.
Bitcoin surged past $60K to its highest point in 2 years — We think it’s a FOMO rally, which can quickly become a NOMO drop.Beyond Meat stock popped 30% on a surprise new customer: Europeans – Because Europeans have a better taste for sustainability than Americans do.And Teledoc, ... Show More
17m 59s
Dec 2023
Rapid Response: Inside Intel’s AI ambitions, w/CEO Pat Gelsinger
The AI boom in 2023 left Intel chasing rival Nvidia, whose chips — and shares — have been in high demand. Like other laggards amid this year’s AI mania, Intel is now fighting back, announcing the first-ever AI PC. Intel’s CEO Pat Gelsinger sits down with Rapid Response host Bob S ... Show More
21m 28s
Jun 2024
Episode 158: The Secret Stocks Powering the Future of AI – What Investors Need to Know Right Now
In this Chip Stock Investor episode, we dive into the recent rise of Onto Innovation within the semiconductor metrology and PDC equipment market. Learn how Onto, Nova, and CamTek are advancing in wafer fab and chip packaging, and why Onto's stock has skyrocketed by 160% since ... Show More
18m 57s