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Nvidia and Palantir CEOs on AI's impact on the labor market
CNBC Television· 2025-10-28 20:30
for the workforce in general trying to learn all of that. It does take time. So do you think that maybe we're overestimating the benefits of this AI buildout in the near term which is reflect >> Let me sorry here.So I'm going to push back on this narrative. It's not first of all AI makes America do the dominant country in the world. So just start there.Every other country in the world like I spent half my life in Europe they're whining and crying and it it's like we have the right chips. We have the right s ...
Maze Therapeutics CEO Jason Coloma on how the new biotech is taking on Kidney disease
CNBC Television· 2025-10-28 20:27
Research firm BTI calls this company an emerging leader in a fight against specific types of kidney disease. Millions of people around the world could be candidates for maze therapeutics main drug candidate. Company expects data from its phase 2 trial in the first quarter of next year.They've got a variety though of different programs trying to solve some of these diseases. Jason Col is the CEO of Maze Therapeutics joining us now here in our San Francisco studio for another CNBC exclusive. Jason, good to ha ...
Planet Labs' Ashley Johnson on what investors are finally seeing in the stock
CNBC Television· 2025-10-28 20:23
Business Overview - Planet Labs 通过最大的地球成像卫星群,每日记录地球陆地上每个地点过去八年的变化 [3] - Planet Labs 利用人工智能分析这些变化,帮助政府和大型公司基于数据和分析做出决策 [3] - Planet Labs 的客户包括美国政府以及国际客户,例如日本和德国 [9][10] - Planet Labs 的商业客户包括农业公司、保险公司和能源公司 [11] Technological Innovation - Planet Labs 专注于机器对图像的理解,而非传统的人工判读 [7] - Planet Labs 的卫星可以捕捉 400 个光谱带,用于检测伪装、甲烷数据、地表温度和土壤湿度等 [8] - Planet Labs 通过硅谷创新,将卫星制造成本大幅降低,单颗卫星的生产和发射成本仅为 30 万美元 [13] - Planet Labs 已经发射了 600 多颗卫星,总成本远低于传统行业单颗卫星的成本 [14] Financial Performance - Planet Labs 采用“一对多”的商业模式,将同一数据出售给多个客户,从而获得高毛利率 [15][16] - Planet Labs 通过创新的卫星服务模式,在今年上半年实现了超过 5000 万美元的自由现金流 [16] Market Focus - Planet Labs 通过 Lunob 合同获得 NGA 项目奖项,该项目旨在追踪船只,识别虚假信号和非法运输活动 [4] - Planet Labs 为国际客户提供情报能力,以应对不断变化的地缘政治局势 [10][11]
Oz Pearlman on new book: Teaches you to read people more effectively
CNBC Television· 2025-10-28 20:09
Read Your Mind aims to teach others how to succeed by using the human brain as a weapon. He's here now at Post 9 to tell us and show us exactly how. It's good to have you back.>> Thank you, Scott. Thank you for having me. >> Congratulations on the book.>> Appreciate it. >> So, a business leader put picks up this book. Yes.>> And you want them to learn what. >> So, I want to tell you what you're not going to learn, which is you've seen me on CNBC year after year blowing your minds, entertaining you. I am not ...
Wells Fargo's Mike Mayo on Citi: Still have best in class global payments business
CNBC Television· 2025-10-28 20:02
Company Focus & Stock Performance - Wells Fargo Securities highlights Citigroup as its dominant number one pick, citing a potential "once in a generation restructuring" [2] - Citigroup's stock is up approximately 43-44% year-to-date [4] - JP Morgan's market cap is over 800 billion, with expectations of becoming a trillion-dollar market cap bank [6] - Bank of America is having its first investor day in 15 years, anticipating an increased return target [8] - Bank of America's stock has underperformed compared to peers year-to-date [11] Financials & Operations - Citigroup possesses "worst-in-class returns, efficiency, and stock market valuation" but also a "best-in-class global payments business" moving $5 trillion daily [3] - JP Morgan spends $18 billion annually on technology, equivalent to the entire expense base of the fifth-largest bank [7] - Bank of America has had 14% returns this decade, with a new target expected between 16-18% [8][9] Strategic Outlook - The analyst's theme is "Goliath is winning," favoring large-scale banks like JP Morgan and Bank of America [6][7] - Bank of America's investor day aims to showcase growth potential and better monetization of its franchise [9] - Investors perceive Bank of America as the "forgotten Goliath," prompting the investor day to highlight its strengths in US consumer banking and global investment banking [12]
Qualcomm CEO on competing with Nvidia in chip race: 'There's always room for innovation'
CNBC Television· 2025-10-28 20:01
How do you compete with with market leaders and first movers like in Nvidia. Because even Humane, which is the Saudi national AI company, has big deals that they signed this year with Nvidia, with AMD. It's not just you.>> Look, there's two ways to look at this. One way is uh Nvidia is incredibly strong on training, which is the creation of AI. But once AI is created and you started to put into production, supporting enterprises, supporting consumer, then it's about inferencing.And I think in inferencing yo ...
Microsoft sees 10x return on OpenAI stake after restructure
CNBC Television· 2025-10-28 19:38
joining us now on set to talk about some other news AI related. We got Amazon, we got some open AI, Microsoft news as well. McKenzie Seagalos McKenzie, we'll get to the Amazon stuff, get to the open AI stuff because they made some comments about energy as well.But as somebody who covers this stuff every single day, anything you heard that sort of takes us into a new track or is it stuff we've heard about Nvidia's business prospects prior. I feel like this is the latest example of Nvidia leaning into this te ...
Investors are expecting a pretty good earnings season, says Trivariate's Adam Parker
CNBC Television· 2025-10-28 19:37
This amazingly resilient rally hitting new records yet again today. For how long it can last, we welcome in our all-star panel. CNBC contributor Triariat Researchers Adam Parker, New York Life's Lauren Goodwin, Mel and Bank of America private banks Chris Heisy.It is great to have everybody with us. The story seems to me, Adam, that we tried to close above 6,800 and we finally got there like a day ago and now we're we could close above 6,900 today. >> Trying to figure out why Nvidia and Microsoft invest in e ...
Palantir and Nvidia CEOs discuss their latest partnership
CNBC Television· 2025-10-28 19:33
And I'm just going to piggyback off of that conversation, Brian. We're talking about AI and an important collaboration between Palunteer and Nvidia, the fact that they're joining forces not to just analyze data, but actually to uh uh provide business decisions. And I I just Alex, I'm actually going to start with you uh the CEO of Palunteer just to explain does that mean no human intervention.Can you just explain how this would work and use Lowe's as an example. Well, first of all, I'm delighted to be on the ...
Why top world banker Marisa Drew says the future of business is sustainable — and profitable
CNBC Television· 2025-10-28 19:31
In this episode of CNBC Changemakers and Power Players, CNBC's Julia Boorstin talks with Marisa Drew, the Chief Sustainability Officer at Standard Chartered. Drew explains how she built a career in sustainable finance, why she believes businesses can make money while helping the planet, and how challenging old ideas led her to drive change across global finance. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/42d859g » Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBC ...