Yesterday

Alibaba's AI Spending Spree, Concerns of Circular AI Financing

Bloomberg’s Ed Ludlow breaks down the plunge in Alibaba's profit after the company increased its quarterly capex to almost $10 billion for AI. Plus, a look at how Meta has quietly become one of Microsoft's largest AI customers, and at defense tech startup Castelion's plans to boo ... Show More

43m 41s

Aug 19

Google’s Chip Push, SK Hynix’s $29 Billion Buyback

Bloomberg’s Ed Ludlow takes a look at the expanded partnership between Marvell and Google for chip development, with Marvell giving the search giant the right to buy as much as $12.2 billion in stock. Plus, SK Hynix plans to buy back $29 billion of shares and return more profits ... Show More

44m 13s

Aug 18

Anthropic’s $65 Billion Surge, OpenAI’s Teen Push

Bloomberg’s Ed Ludlow breaks down Anthropic’s annualized revenue topping $65 billion as the AI startup moves closer to a potential IPO. Plus, OpenAI launches ChatGPT for Teens, aimed at giving 13- to 17-year-olds a safer way to use the chatbot for learning. And, after advanced AI ... Show More

44m 3s

Mar 2023

Alibaba's Six-Way Breakup, AI and the Metaverse, Lyft Rises on CEO Shakeup 3/28/23

Carl Quintanilla, Jim Cramer and David Faber began the show with a look at Alibaba. Shares rose sharply after the Chinese e-commerce giant announced plans to split into six independent units. The discussion included a flashback to the "Squawk on the Street" interview with Alib ... Show More

45m 37s

Dec 2020

Alibaba Sinks On China Investigation, The Push For $2,000 Stimulus Checks, And Pre-Christmas Winners And Losers

Carl Quintanilla, Jon Fortt and Leslie Picker led off with the big story of the morning: Alibaba shares tumbling on news that the e-commerce giant founded by Jack Ma is the target of a newly launched antitrust investigation by the Chinese government.They also discussed ... Show More

42m 38s

May 2025

Nvidia CEO Jensen Huang Talks Earnings, AI Growth Outlook, China Market

Nvidia CEO Jensen Huang discusses his company's earnings, his optimistic outlook for growth in AI and the impact of US chip curbs on China. He speaks with host Ed Ludlow.See omnystudio.com/listener for privacy information.

13m 6s

Oct 2024

SOTS 2nd Hour: Prepping for Big Tech Earnings, Woes Growing At Boeing, and Rating Apple’s AI Roll-out 10/28/24

Carl Quintanilla, Deirdre Bosa and David Faber discussed the latest headlines surrounding the Magnificent 7 names – ahead of results out of Alphabet, Meta, Amazon, Apple, and Microsoft. Also in focus: the latest on the elections front, including CNBC’s proprietary data around ... Show More

42m 26s

Jan 2025

Nvidia CEO's CES Keynote, Apple Hit With a "Sell" Rating, Meta-Mania from Fact-Checking to UFC 1/7/25

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 in Las Vegas Monday night. Shares of the chip giant briefly hit a record high and sur ... Show More

42m 47s

Jun 2021

The Last Trading Day of a Bullish First Half, China's Didi Leads the IPO Parade, Apple vs. Employees on Work-From-Home, Revising a "Momentus" SPAC deal, and Biden vs. Big Business?

Carl Quintanilla, Jim Cramer and David Faber explored the road ahead for stocks on the final trading day of the month, quarter and first half of the year -- the S&P 500 on track for its best 1H since 2019. Cramer explains why he prefers semiconductor stocks such as Nvidia and AMD ... Show More

44m 39s

Aug 2023

AI Boosts Nvidia's Blowout Quarter, Powell One Day Away, T-Mobile US To Cut 5,000 Jobs. 8/24/23

Carl Quintanilla, Jim Cramer and David Faber engaged in a wide-ranging discussion about Nvidia: Shares surged to a record high on the company's blowout quarter and raised guidance due strong demand for AI chips. The future for interest rates also in the spotlight ... Show More

44m 21s

Jan 2025

Nvidia pulls the rug out from under quantum stocks

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgr ... Show More

6m 6s

Sep 2025

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, and PayPal (6:00). Starbucks closures (9:45). Jobs data and elevated inflation (13:30).Show Notes:Nvidia plans to invest up to $100 ... Show More

14m 57s

Apr 2025

Closing Bell Overtime: BlackRock Co-Founder On Market Volatility; Former Bridgewater Chief Investment Strategist On Gold, Dollar 4/10/25

Lori Calvasina of RBC Capital Markets and Adam Crisafulli of Vital Knowledge discussing the ongoing equity pullback and Calvasina digs into why her S&P 500 bear case is now the base case. Our Megan Cassella reports on the White House’s tariff plans targeting China, while Pippa ... Show More

51m 5s

Nvidia Traders Find Reasons to Worry, Al...