Nvidia's Market Position and Technology Transition - Nvidia's CFO suggests a shift from 90% CPU to 90% GPU in PC servers, indicating Nvidia's dominance in GPU technology [1] - New orders for Nvidia products are additive, meaning Blackwell doesn't replace previous iterations, highlighting sustained demand [1] Financial Performance and Capex Concerns - The CFO believes that concerns about excessive capex are unfounded, as companies are generating substantial revenue from Nvidia [1] - The report implies that companies are making significant profits from Nvidia's technology, despite claims to the contrary [2] Competition and Open AI - Open AI is identified as a key player in the industry [2] - The report suggests Open AI faces competition and scrutiny, advising a cautious approach [3][4] Strategic Considerations - Amazon Web Services (AWS) is highlighted as a significant entity [2]

By the way, Ford's got some monthly auto numbers. Let's get to Phil Leau on that. Hey, Phil. >> Hey, Carl.For the month of November, Ford sales were down less than 1%, officially down 0.9% for total sales. You saw the EV sales slow down uh at the end of September in October. Well, it continued in November for Ford.EV sales dropping 60.8%. Not a surprise there given the end of the government federal tax credit. Hybrids up 13.6%. 6% and internal combustion engine vehicles up 2.2%.One other note guys, Hyundai ...

Just got the opening bell on the CNBC realtime exchange. At the big board, it is the chairman of the SEC, Paul Atkins, going to deliver a public address on strengthening US capital markets here at the exchange. At the NASDAQ, it's pledge 1% encouraging companies to give 1% of their profits, time, or equity.Atkins, as you mentioned, Jim, on Squawk this morning talking about some uh exceptions for innovative crypto companies and a easier path to going public next year. Yeah, I think he's much more in the camp ...

Event Summary - President Trump held a cabinet meeting at the White House on December 2, 2025 [1] Media & Access - CNBC provides live and exclusive video coverage [1] - Subscription links for CNBC PRO, CNBC TV, and CNBC are provided [1] - Links to CNBC's presence on LinkedIn, Instagram, Facebook, Threads, X, and WhatsApp are included [1]

You're the head of Alultim Alimter Capital. You're a big tech investment firm. You've got top holdings that include Nvidia, Amazon, Alphabet, OpenAI, Microsoft, lots of others.So, let's talk a little bit about what you're seeing in the tech economy, in the broader economy, and where things are headed because there's been a lot more volatility lately. >> Yeah, I I happen to think that volatility is good, and let me tell you why. >> We're coming up on the third anniversary of Chat GPT.We've come a long way fa ...

CNBC Senior Finance and Banking Reporter Leslie Picker sits down with General Atlantic's Bill Ford, Coatue's Philippe Laffont, Ares Management's Michael Arougheti, and J.P. Morgan's Mary Callahan Erdoes. ...

Our next guest is going to weigh in on crypto regulations, corporate governance, uh, and more. Joining us now, SEC Chairman Paul Atkins. Mr.. Chairman, I see, uh, where you are, uh, right now at the New York Stock Exchange. you're going to celebrate or at least talk about America's 250th which is coming up uh next year and there's a ceremony at at the opening bell and I was kind of trying to tie together uh what what you do what what u what we talk about on this show and and how it relates to to America's u ...

All right. So, so do you agree that we're kind of in a hangover period and yesterday's action it could be part of that hangover. >> It does feel like it, you know, valuations were stretched.You know, I think one reason I I may be a little more bullish than I was a week ago is, you know, the probabilities for a December rate cut are about 95% right now. You know, they were about that going into to Pal's last press conference and then they had dip below 50. So, a little more certainty around the rate picture ...

Market Overview & Trends - Bitcoin has shown tremendous performance, still up over 100% since the start of last year [2] - Late stages of a Bitcoin bull market typically see long-term holders unwinding, a trend that picked up in July [3] - The market is witnessing a transfer of wealth from stickier to less stickier owners, with the latter being flushed out [4] Institutional Adoption & Investment - Bitcoin flows have been strong throughout the year, with institutional adoption and buying observed weekly [6] - Examples of institutional adoption include the government of Texas, Harvard, and the Czech National Bank acquiring Bitcoin [7] - Despite volatility, large institutional buyers are taking positions and buying the dip [7] Investment Strategies & Company Analysis - Investability of crypto-tied stocks depends on the company and manager [9] - Sailor has a proven track record of protecting downside and creatively raising capital [10] - The influx of new money into crypto treasury vehicles has involved various players, requiring time to assess execution capabilities [11] Market Sentiment & Price Stability - The question arises as to why there aren't more dip buyers in the crypto market, given price targets like $100,000 for Bitcoin by year-end and $1 million by 2030 [5]

Soft Bank founder Masasan downplaying his company's decision uh to sell its nearly $6 billion stake uh in Nvidia. Speaking at a forum in Tokyo, uh he was in his words crying over parting with the shares. He said SoftBank wouldn't have made the move if it didn't need to bankroll its next AI investments, including a big bet on open AI and data center projects.Earlier this year, Masasan predicted that Open AAI would one day become the most valuable company uh in the world. Maybe now it'll be Alphabet. >> Could ...