logo
episode-header-image
Jan 2025
6m 6s

Nvidia pulls the rug out from under quan...

SEEKING ALPHA
About this episode
tail spinning
Up next
Today
Palantir powers past expectations
Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Bigges ... Show More
6m 17s
Yesterday
Disney outlook casts a shadow
Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)Show NotesJanuary jobs report delayedEpisode transcripts seekingalpha.com/wsb. ... Show More
4m 19s
Yesterday
Cautious start for Wall Street
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock move ... Show More
5m 12s
Recommended Episodes
Aug 2024
Memo to Nvidia bears: tech beast has a monopolistic profit margin
Bottom line is that the stock market remains obsessed with Nvidia. The company is seen as the hands down leader in AI chips. But does that make Nvidia a great stock to buy and hold right through its coming earnings report? Remember with a track record of greatness like Nvidia com ... Show More
25m 38s
Jan 2025
SOTS 2nd Hour: Big Tech Gets Wrecked, A Quantum Slump, the State of Commercial Real Estate 1/8/2025
<p>Carl Quintanilla, Sara Eisen and David Faber began the show with stocks in the red as higher yields continued to bite. Sara broke down the morning’s data – ADP & Jobless Claims – ahead of a big interview with Outgoing Treasury Secretary Janet Yellen, and the team discussed the ... Show More
42m 58s
May 2025
Instant Reaction: Nvidia Gives Solid Forecast, Despite China Concerns
Nvidia, the world’s most valuable chipmaker, gave an upbeat revenue forecast for the current period, even as a slowdown in China weighed on results. Sales will be about $45 billion in the second fiscal quarter, which runs through July, the company said on Wednesday. That included ... Show More
15m 9s
Aug 2024
Instant Reaction: Nvidia Sales Forecast Falls Short
Nvidia, the chipmaker at the heart of the artificial intelligence boom, gave a revenue forecast that fell short of some of the most optimistic estimates, stoking concerns that its explosive growth is waning. Bloomberg Businessweek hosts Carol Massar and Tim Stenovec talk with Blo ... Show More
21m 47s
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
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
Mar 2024
Nvidia Traders Find Reasons to Worry, Alibaba Pulls Cainiao IPO, The Powerhouse Behind "The Rock"
Bloomberg's Ed Ludlow discusses the outlook for Nvidia as investors gauge how much more room the stock has to run. Plus, Alibaba calls off its planned IPO of Cainiao which could have raised more than $1 billion dollars. And, Ed speaks with former Yahoo CEO Marissa Mayer and Dany ... Show More
43m 7s
Aug 2025
Nvidia Earnings; Crowdstrike Miss; HP Inc and Tariffs
On this episode of Stock Movers:- Nvidia (NVDA) shares are lower this morning after it gave a revenue forecast of roughly $54 billion for the fiscal third quarter, in line with the average Wall Street estimate but lower than some analysts' projections. The company's leadership re ... Show More
3m 44s
Apr 2021
Stocks Fall Despite Amazon's Blowout Quarter, The Bulls Winning In April, Twitter Tumbles, and Apple vs. the EU
On the final trading day of what has been a strong April for stocks, Carl Quintanilla and Jim Cramer led off the show with a look at blowout quarterly results from Amazon which sent the stock higher. They explored Amazon's dominance over retail and the strength in its Amazon Web ... Show More
43m 49s
Oct 2025
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s