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Citi's Tyler Radke's bullish call on CoreWeave, upgraded to buy
CNBC Television· 2025-07-31 17:44
Well, Microsoft's strong earnings as well, a key reason why city is upgrading CoreWeave. As I mentioned earlier, from uh Neutral today. Despite more than doubling since its IPO in late March, Coreeave is down 30% over the past month with investors skeptical about the company's $9 billion acquisition of Core Scientific.But City says Microsoft's report shows AI demand is strong and will boost Core Weeave long term. Let's bring in the analyst beyond behind the report. city's Tyler Radkkey his $160 price target ...
Apple's stock can't work without an Iphone replacement cycle, says Needham's Laura Martin
CNBC Television· 2025-07-31 17:41
to Apple. This one's been trading for a while. My next guest downgraded the stock in early July from a buy to a hold.She says the level of AI Capex required to catch up to the competition makes her cautious into the print. Let's bring in NEM's Laura Martin. Uh Laura, welcome.Does Apple really have to spend on AI or can they just ride on the investments of others since they're kind of the the gateway to the premium consumer. You know, I don't think they can. They have this wonderful installed base that's ver ...
Final Trades: Dominion Energy, Agnico Eagle Mines, Ethan Allen and Shake Shack
CNBC Television· 2025-07-31 17:31
with final trades. Malcolm, you're up first. Yeah, I'm going Dominion Energy.We've been talking all show about increased capex from all the hyperscalers. That also means additional chips to build out data centers, but that's got to flow to things like energy and cooling. Bill Nico Mines, they reported a beat.They also almost doubled their free cash flow from the previous quarter. And what we're seeing here is a divergence from the weakness in gold. And so I I think gold's come back the second half of the ye ...
Trump extends Mexico's 25% tariffs for 90 days as talks continue
CNBC Television· 2025-07-31 17:30
President Trump posting on social media saying he just spoke with Mexican President Claudia Shinbomb and the two leaders agreed that for the next 90 days they are keeping trade at a status quo between the US and Mexico. They're keeping the exact same deal. So that means Mexico will continue to pay a 25% tariff on its uh exports to the US due to fentanyl.Although a White House official did confirm to me that that tariff will continue to hold exemptions for USMCA compliant goods. There's also those sectoral t ...
The 'Halftime' Investment Committee weigh in on Apple with their Big Tech playbooks
CNBC Television· 2025-07-31 17:21
pace for its best month since September of 2022. So you are seeing a bit of a reversal in that trend. The year to date trend.And speaking of reports that could be market movers or inflection points. Apple, one of the names reporting after the bell today we got Steve Kovac out at Apple HQ ahead of that critical print. A lot of eyes on this. A lot of expectations for Apple to maybe clarify its AI strategy.Steve. >> Yeah, we'll get to AI in a second here, Frank. But first let's talk about tariffs because that ...
Trade Tracker: Bill Baruch buys Cheniere Energy
CNBC Television· 2025-07-31 17:21
Trade Deals & Investments - The US is aligning trade deals with the EU with investments in the US, particularly in the energy sector [2] - EU's commitment to energy creates opportunities for US LNG exports [2] LNG Market Dynamics - Sanctions on Russia are expected to increase the EU's need for LNG imports from the US [3] - LNG terminals require years to implement, highlighting the long-term nature of LNG infrastructure [3] Company Positioning - Cheniere Energy (Sheener/Shaneer) is well-positioned to benefit from increased LNG demand in the EU [2][3] - Cheniere Energy shares are up approximately 15% [3]
The 'Halftime' Committee debate JPMorgan CEO Jamie Dimon's private credit stance
CNBC Television· 2025-07-31 17:20
Let's now move over to our Leslie Picker who joins our joins us fresh off our exclusive sitdown with JP Morgan CEO Jamie Diamond. Leslie, hey Frank. Yeah, we covered a lot of ground with Jamie Diamond here in Charlotte.I asked him about President Trump's latest attacks on Fed Chair Powell. I think Jay Pal is a professional. I think independence is important.I think actually independence keeps interest rates lower if you actually look through the history of interest rates a little bit. uh and just lowering s ...
Trade Tracker: Malcolm Ethridge sells Paypal
CNBC Television· 2025-07-31 17:18
Uh Malcolm, I'm going to come over to you. A stock that's actually down year to date, PayPal, and you're selling right now. >> Yeah, they had a decent earnings.Stocks off what 20% or something year to date at this point. I initially bought it just on the expectation that Alex Chris after I think he was in the job for about a year already when I bought the stock and I figured he'd figure out a way to squeeze some juice out of the Vinmo product. It's very rare that a company manages to jump from proper noun t ...
Trade Tracker: Josh Brown buys more Shake Shack
CNBC Television· 2025-07-31 17:18
Tom got some committee moves. Josh, you're buying some more Shake Shack. >> Yeah.Uh they reported a great quarter. The problem is the stock's up 100% going into the print from the April low. Was literally 72 and ran to almost 150.So today it's giving back some. But when you actually look at the numbers, they were really fantastic. And Rob Lynch is doing everything that this company brought him in to do.Um earnings were uh uh 44 cents per share um which beat the analyst consensus. revenue was 356.5% million ...
Tech giants are ramping up AI spending and debt loads
CNBC Television· 2025-07-31 17:14
AI Funding Landscape - AI 基础设施建设已演变成一场信贷竞赛,公司竞相获取资金 [2] - 一些公司,如 Coreweave,利用现有 GPU 作为抵押获得贷款,以购买更多 GPU,并承担双位数利率的巨额债务,目前已超过 170 亿美元的融资承诺 [2] - XAI 在 7 月份筹集了 100 亿美元,其中一半是债务,并据报道正在寻求额外的 120 亿美元融资,使用 Grock 模型 IP 等非常规抵押品 [3] - Meta 正在洽谈一项 290 亿美元的私募信贷交易,采用表外融资,以便在保持其信用指标的同时,大力投资于 AI 数据中心 [4] - OpenAI 的 Stargate 项目获得了超过 110 亿美元的资金,用于在德克萨斯州建设数据中心,并转向私人贷款机构而非银行或公共市场进行融资 [5] Financing Strategies & Risks - AI 正在改写科技公司借款、抵押和扩张的规则 [6] - 长期合同(如与 OpenAI 和 Microsoft 的合同)可以抵消部分风险,但公司仍在竞相在债务到期前创造收入 [2] - Meta 的表外融资虽然可以保护信用指标,但也降低了透明度 [4] - 拥有最智能的聊天机器人可能并不重要,重要的是能否支付账单 [6]