The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa

Yesterday

Jeff Bell & Richard Betts at Please Don't Tell | Standing Table

Today we’re in the East Village, having cocktails at Please Don’t Tell - one of the most iconic cocktail bars in New York City. PDT is currently run by award-winning bartender Jeff Bell. Jeff started as a bar back in 2010, and now he owns the place. How about that? He joins us al ... Show More

26m 5s

Jul 20

The AI Scarcity Myth Is Breaking

Dan Nathan and Guy Adami break down a wild week across markets — memory stocks in freefall, Google's brutal two-day selloff, and why China's AI models are closing the gap without top-tier Nvidia chips. Micron cratered from its all-time high of $1,255 to $800 in a matter of weeks, ... Show More

35m 36s

Jul 17

Jim Chanos: The Math Ain’t Mathing for the AI Data Center Build

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors. The company provides essential infrastructure and a comprehensive ecosystem of cloud-based products to ena ... Show More

48m 24s

Mar 2025

SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: coverin ... Show More

51m 36s

Feb 2024

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More

1h 20m

Jun 2024

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock b ... Show More

1h 25m

May 2025

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth

Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ... Show More

33m 51s

May 2023

Nvidia Soars On A.I. Boom

Dan Nathan, Guy Adami and Liz Young break down the top market headlines and bring you stock market trade ideas for Thursday, May 25th - NVDA Soars to a Record QCOM SMH - Liz on Narrow Leadership - MSFT GOOGL - Carter Worth SPY vs RSP - Crude OIH XLE BTU MRKT Call is brought to ... Show More

38 m

Mar 2025

Nvidia’s GTC Conference Underway… And Fed Decision On Deck 3/18/25

All eyes on Nvidia as the AI chip giant gets underway. What CEO Jensen Huang had to say about the next moves in its AI strategy, and if the stock can bounce back from its recent drop. Plus Another key Fed decision on deck, as investors await the central bank’s next rate move a ... Show More

46m 28s

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

Oct 2025

Closing Bell Overtime: Michael Dell on AI Demand, Energy & TikTok; Jim Cramer on NVIDIA 10/7/25

Wealth strategist Nicole Webb (Wealth Advancement Group) joins to assess investor sentiment as the government shutdown enters its seventh day. Jim Cramer stops by the NYSE to talk NVIDIA and his new book. Plus, a First on CNBC interview with Michael Dell after his company rais ... Show More

42m 53s

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

Aug 2025

Wall Street Roundup: valuation concerns and uncharted waters

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surgeMongoDB raises ... Show More

10m 59s

The Great AI Bake Off + Nvidia Earnings ...