Despite all these massive metrics, our next guest says we're still in the early innings of the AI buildout. For more on just how critical today's earnings reports will be to that narrative and who's best positioned into those prints, let's bring in John Belton, growth portfolio manager over at Gabelli Funds. Tim Seymour and Barbara Duran are still with us as well.John, you kind of heard the conversation about, you know, the economy and Claudia and the lack of data. Does any of that factor into how you are v ...

Core Insights - Nvidia is capturing a significant share of the AI spending boom, contributing to its valuation of nearly $5 trillion [1][12] - The new metric for AI data centers is gigawatts of computing capacity, with 1 gigawatt costing approximately $35 billion, representing a new economic foundation for AI [3][4] AI Data Center Costs - The largest cost component in an AI data center is GPUs, accounting for about 39% of total spending, with Nvidia's chips being the primary drivers [7][12] - Networking equipment constitutes around 13% of data center costs, benefiting companies like Arista Networks, Broadcom, and Marvell [14] - Power distribution and cooling infrastructure represent significant costs, with power distribution alone taking up nearly 10% of spending [16][18] Company Opportunities - Nvidia captures nearly 30% of total AI data center spending as profit due to its high gross profit margins of 70% [12] - TSMC, Nvidia's foundry partner, earns approximately $1.3 billion per gigawatt from manufacturing GPU components [12] - Other chipmakers like AMD and Intel are attempting to catch up, while hyperscalers such as Google, Amazon, and Microsoft are investing in custom AI accelerators [13] Infrastructure and Operational Costs - Real estate, electricity, and labor account for about 10% of upfront costs, with operational costs being relatively low [18] - The annual electricity cost to run a 1 gigawatt AI data center is about $1.3 billion, and personnel costs are minimal, with only 8 to 10 staff members typically required [18] - The bottleneck is shifting towards power availability, with companies like Siemens Energy and GE Vernova experiencing increased orders for turbines and grid infrastructure [19]

Group 1: Trade Agreements and Market Reactions - President Trump announced a "pretty much finalized" trade deal with South Korea, involving $350 billion in investments to the U.S., with tariffs on South Korean imports decreasing from 25% to 15% [2] - The market reacted positively to the South Korea deal, although specific immediate percentage gains on Asian indices were not available [2] - The U.S.-China trade relationship remains volatile, with Trump expressing optimism about a potential deal with China, suggesting a reduction in tariffs in exchange for cooperation on fentanyl precursor chemicals [8] Group 2: Market Volatility and Stock Performance - Following Trump's announcement of a 100% tariff on Chinese exports, the Dow Jones Industrial Average fell by 878.82 points (1.90%), and the S&P 500 dropped by 2.71%, resulting in a loss of $1.5 trillion in market value [3] - The market rebounded shortly after, with the S&P 500 rising by 1.6% and the Dow Jones climbing by 1.3% due to Trump's softened tone on China [4] - Trump Media & Technology Group (DJT), the parent company of Truth Social, saw its stock rise over 6% after announcing plans to enter the prediction markets business [5] Group 3: Stock Predictions and Analyst Sentiment - DJT's stock has experienced significant volatility, with a beta coefficient of 1.67 and a 52-week low of $15.40, with some analysts predicting a further drop to $9.15 per share by late November 2025 [6] - Analysts have coined the term "TACO" (Trump Always Chickens Out) to describe Trump's tendency to retract tariff threats, reflecting the market's sensitivity to his statements [4][10] - The market's reaction to Trump's statements indicates a reliance on his confidence, as seen with Nvidia shares rising following positive comments from its CEO regarding Trump's trade negotiation abilities [10]

Core Insights - Nvidia has become the first company to exceed a $5 trillion market capitalization, highlighting its significant position in the market [1] - The stock price increased by as much as 5.5% during the session, contributing to its rise above the $5 trillion milestone [1] - Nvidia's strong performance is attributed to its leadership in the artificial intelligence sector, making it a favored choice among both retail and institutional investors [1]

ON THURSDAY THE PRESIDENT OF THE UNITED STATES AND THE CHINESE LEADER MEETING. PLUS, MORE TECH EARNINGS. APPLE AND AMAZON.LET'S STICK WITH TECH. NVIDIA ON TRACK TO BECOME THE FIRST FIVE TRILLION DOLLARS COMPANY AS PRESIDENT DONALD TRUMP FUELS HOPES OF BLACKWELL CHIP SALES IN CHINA. JAY GOLDBERG OF SEAPORT HOLDS THE SOLE SALE -- SELL RATING ON NVIDIA WITH A $100 PRICE TARGET, SAYING THERE IS A LOT MORE THAT CAN GO WRONG WITH NVIDIA THEN CAN GO RIGHT.WELCOME BACK TO THE PROGRAM. 73 BUYS. SIX HOLDS.YOURSELF. W ...

Market Overview - U.S. stocks are rising, with the S&P 500 up 0.3%, Dow Jones Industrial Average up 271 points (0.6%), and Nasdaq composite up 0.5%, all approaching record highs [1] - The bond market remains steady as investors await the Federal Reserve's interest rate announcement, with expectations for a second rate cut this year [2] Company Performance - Caterpillar's stock surged 12.2% after reporting stronger-than-expected profit and revenue, citing resilient demand for equipment [3] - Teradyne's shares soared 19.4% following a strong profit report, driven by robust demand related to artificial intelligence applications [3] - Nvidia's stock rose 2.7%, making it the first company valued at $5 trillion, just three months after surpassing the $4 trillion mark [3] Negative Company News - Fiserv's stock plummeted 40.3% after reporting weaker-than-expected profit, cutting its profit forecast, and undergoing leadership changes, marking its worst trading day since 1986 [4] - Mondelez International's shares fell 3.7% despite reporting stronger results, as the company faces challenges from record-high cocoa inflation [5]

Here it is above $5 trillion for that market cap for Nvidia. Just yesterday, we were talking about Microsoft and Apple being above 4 trillion. Um, and Nvidia says, "Hold my beer." And here we are at 5 trillion for that stock.Take a look at the price action here today. That was the market cap. Whoops.Here's uh I'll get there. I'll get there eventually, folks. Um, take a look at the price action.Nvidia shares are up 5.4% today. Couple of things that are contributing to this latest push higher. First of all, w ...

Core Insights - The tech sector is expected to report strong earnings, particularly from major companies like Google, Microsoft, and Amazon, with a focus on cloud growth and AI's impact on business [3][4][10] - Nvidia's recent GTC conference highlighted significant revenue potential, with projections of up to $500 billion by 2026, driven by partnerships and demand from hyperscalers [7][9][21] Company Performance Expectations - Azure is predicted to show the fastest cloud growth at over 37%, followed by Google at over 30%, while Amazon is expected to lag at 18% due to infrastructure challenges [4][5] - Nvidia's market cap has surpassed $5 trillion, indicating strong investor confidence and growth potential in AI and cloud services [6][11] Partnership and Collaboration - Nvidia announced multiple partnerships, including with CrowdStrike and the Department of Energy, which are expected to enhance its growth trajectory and market presence [8][12][14] - The collaboration across various sectors, including security and autonomous technologies, is seen as crucial for Nvidia's long-term growth [19][20] Future Growth Opportunities - The potential for Nvidia in the robotics and autonomous vehicle markets is highlighted, with expectations that these sectors could surpass the data center market in economic opportunity [21][22] - Nvidia is actively developing software and hardware for humanoid robots, positioning itself to capitalize on this emerging market [24][25]

Core Insights - JEX AI is a decentralized finance (DeFi) protocol that connects cryptocurrency investors with NVIDIA AI GPUs, allowing users to generate revenue by renting out computing power [1][2]. Group 1: Market Opportunity - The DeFi space has many stablecoins backed by treasury revenues, but smaller AI companies face challenges in raising funds for GPU purchases. JEXAI aims to bridge this gap by enabling stablecoin holders to invest in AI GPUs for higher returns [2]. - JEXAI offers returns that significantly exceed those of government bonds, making AI GPUs more accessible to startups and providing cryptocurrency investors with substantial returns [3]. Group 2: Platform Features - JEXAI allows users to invest in high-quality computing power starting at just $10, breaking down barriers such as expensive hardware and high maintenance costs [5]. - The platform requires no hardware purchases, as users can leverage JEXAI's resources to utilize data and AI for risk reduction and profit maximization [6]. - All operations are powered by renewable energy sources, making the platform eco-friendly and cost-effective [7]. Group 3: User Experience - Users can start earning rewards through a simple three-step process: registration, plan selection, and utilizing AI-driven quantitative strategies tailored to investor characteristics [8]. - JEXAI ensures stable daily returns with full principal refunds upon contract maturity, enhancing fund security [9]. - The platform provides an intuitive application for users to monitor their computing power assets, view real-time earnings, and withdraw funds at any time [11]. Group 4: Company Overview - JEXAI is a UK-based AI-powered Web3 financial services platform that combines blockchain, cloud computing, and automation to create a next-generation financial operating environment [12].

Tesla, Inc. (NASDAQ:TSLA) CEO Elon Musk is full of transformational ideas — but he’s "increasingly confident" one of them could work. TSLA stock is moving. Watch the real-time price action here. Musk has explored a distributed AI inference approach that leverages Tesla's fleet of EVs. That means each car becomes a high-performance AI processing node when not driving. Read Next: Nvidia, Oracle To Build DOE’s Largest AI Supercomputer Using 100,000 GPUsHe envisions Tesla’s millions of cars as a network like Am ...