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Jim Cramer Highlights Sandisk One of the Storage Plays “That Had Been Red Hot But Suddenly Turned Ice Cold”
Yahoo Finance· 2025-11-24 13:40
Group 1 - Sandisk Corporation (NASDAQ:SNDK) is identified as a significant stock that influenced market trends prior to NVIDIA's performance, with its stock price dropping sharply alongside Micron, indicating a broader market sentiment shift [1] - Sandisk specializes in NAND flash-based storage solutions, which include solid-state drives, embedded storage, removable cards, and USB drives, highlighting its product range in the tech storage sector [2] - While Sandisk shows potential as an investment, there are AI stocks perceived to have greater upside potential and lower downside risk, suggesting a competitive landscape in the investment space [3]
BHP Drops Anglo Bid; Rubio Sees Ukraine Leeway | Bloomberg: The Asia Trade 11/24/25
Bloomberg Television· 2025-11-24 05:19
THIS IS THE ASIA TRADE. I AM SHERY AHN IN TOKYO. I'M AVRIL HONG IN SINGAPORE. ASIAN STOCKS LOOK SET FOR A POSITIVE OPEN AS TRADERS LOOK PAST LAST WEEK'S TURMOIL. SENTIMENT IMPROVING. AND BHP WALKS AWAY FROM ANGLO AMERICA AFTER A FRESH BID FOR ITS RIVAL FAILED, THE SECOND TIME THEY HAVE HAD A CHANGE OF HEART. AND MARCO RUBIO SAYS PRESIDENT TRUMP'S THURSDAY DEADLINE FOR UKRAINE IS NOT SET IN STONE AND JAPAN HITS BACK AT CHINA AS 10 TRENDS -- TENSIONS SPIRAL OVER TAKAICHI'S COMMENTS. THEY WILL DEPLOY MISSILES ...
Suze Orman’s Take on Dividend Investing Might Surprise You
Yahoo Finance· 2025-11-22 14:57
Core Insights - Suze Orman emphasizes the importance of dividend stocks as a reliable source of passive income, particularly for retirees seeking predictable income streams [2][5][6] - Orman advocates for a balanced investment strategy, suggesting that dividends should not constitute an entire portfolio but rather serve as a stabilizing tool alongside growth investments in sectors like technology and AI [4][6][7][8] Dividend Stocks - Companies like Pfizer and Whirlpool are highlighted as strong dividend stocks, with Whirlpool offering a notable dividend yield of 5.32% as of November 2025, driven by consistent demand for home appliances [1] - Orman identifies high-yield dividend stocks such as Microsoft, NVIDIA, Meta, and Broadcom as not only reliable for dividends but also as long-term growth performers [7] Investment Strategy - Orman's investment strategy includes dollar-cost averaging during volatile market periods to capitalize on lower share prices and secure higher future yields [9] - Diversification is a key principle in Orman's approach, recommending a mix of individual dividend stocks and dividend ETFs to mitigate risks associated with any single company [10][12] Risk Management - Orman warns about the implications of dividend cuts, viewing them as significant red flags that may necessitate selling to protect future income [11]
Trump Embraces Mamdani During First Meet in Oval Office | Balance of Power 11/21/2025
Bloomberg Television· 2025-11-22 01:39
>> THIS IS "BALANCE OF POWER. " JOE: FROM WASHINGTON, D.C. TO AUDIENCES WORLDWIDE, WELCOME TO "BALANCE OF POWER. " TONIGHT, ROMANCE -- BROMANCE IN THE OVAL OFFICE. PRES. TRUMP: I EXPECT TO HELP HIM BECAUSE I WANT NEW YORK TO BE GREAT. I WILL BE EXCITED FOR NEW YORK, MORE SO AFTER THE MEETING. JOE: MAYOR ELECT ZOHRAN MAMDANI BRINGS AN UNEXPECTED UNION BETWEEN THE LEADERS FOLLOWING A MONTHS LONG WAR OF WORDS COME UP WITH PRESIDENT TRUMP TODAY SAYING HE WANTS TO HELP ZOHRAN MAMDANI SUCCEED AND WOULD LIVE COMFO ...
AI, Crypto Anxiety Creates Volatile Week for Markets
Bloomberg Technology· 2025-11-21 21:27
YOU HAVE THE THREE SC SYSTEM, A NEW CLASS OF SUPERCOMPUTER. WANT TO SHIP IT MORE INTO PARTNERS. YOU ARE WORKING WITH THE UAE. HOW MUCH WILL YOU BE WORKING WITH SAUDI ARABIA.ANDREW: WE HAVE SALESPEOPLE ON THE GROUND IN THE KINGDOM. IT IS A NEW EFFORT FOR US AND IT IS NOT AS FAR ALONG AS WE ARE IN THE UAE AND SOME OTHER TERRITORIES. IT IS AN EXCITING OPPORTUNITY AND I THINK THE MOVE BY THIS ADMINISTRATION TO ALLOW OUR ALLIES AND PARTNERS IN THE MIDDLE EAST TO GAIN ACCESS TO ADVANCED AI COMPUTE IS A GOOD ONE A ...
AI Valuation Woes; G-20 Summit Saga | Horizons Middle East & Africa 11/21/2025
Bloomberg Television· 2025-11-21 11:32
JOUMANNA: THIS IS "HORIZONS:MIDDLE EAST & AFRICA." EQUITY SELLOFF IN WALL STREET SPREADS TO ASIA AS INVESTORS PULLED BACK FROM RISKIER ASSETS AMID RENEWED CONCERNS OVER AI AND FED CUT UNCERTAINTIES. THE YEN WHIPSAWED AFTER JAPAN'S FINANCE MINISTER WARNED OF POTENTIAL INTERVENTION WITH PRIME MINISTER TAKAICHI POISED TO PROPOSE A STIMULUS PACKAGE. PLUS, A WAR OF WORDS BETWEEN SOUTH AFRICA AND THE U.S. OVER THE G20 SUMMIT.IT HAS BEEN SO FAR MARRED BY A DIPLOMATIC DISPUTE BETWEEN THE TWO NATIONS OVER WHAT CONST ...
Jim Cramer Says “Amkor is Good”
Yahoo Finance· 2025-11-21 10:03
Amkor Technology, Inc. (NASDAQ:AMKR) is one of the stocks Jim Cramer put under the spotlight. Answering a caller’s query about AMKR during the lightning round, Cramer stated: “Yeah, Amkor is good. But Taiwan Semi is the one that is, you know, rules the roost. And I am concerned that if NVIDIA doesn’t do a good job tomorrow, then Taiwan Semi goes down too, and so does Amkor. So let’s, let’s just wait to see what NVIDIA says. I think it’s worth waiting.” A person with stock market data on a laptop. Photo ...
NVIDIA's Strong Earnings Report Dispels AI Bubble Fears Amid Circular Financing Concerns
Forbes· 2025-11-20 21:00
Core Insights - NVIDIA reported record revenue of $57 billion for the third quarter, exceeding Wall Street expectations and providing a positive forecast amid concerns about an AI bubble [2][3] - The company anticipates total revenue of approximately $203 billion for 2025, with the current quarter projected to reach $65 billion, reflecting a 65% year-over-year growth [3] - CEO Jensen Huang emphasized strong demand for AI chips and highlighted a sales pipeline worth half a trillion dollars for 2025 and 2026 [2][3] Financial Dynamics - NVIDIA's optimistic outlook includes expectations of around $500 billion in revenue potential from AI chips in 2025-2026, supported by significant investments in customer companies [7] - The company announced a potential investment of up to $100 billion in OpenAI, aimed at expanding data center capacity and ensuring a return flow to NVIDIA [8] - NVIDIA also invested $1 billion in Nokia to collaborate on AI-driven telecommunications and 6G technology, which may lead to further purchases of NVIDIA hardware [9] Investment Strategy - NVIDIA has engaged in over 50 venture capital deals in 2025, investing $23.7 billion in AI companies, with many recipients likely using funds to purchase NVIDIA chips [10] - Critics argue that this creates a circular financing dynamic, where NVIDIA's investments enable recipients to buy its chips, potentially masking underlying risks [11] Insider Activity - There has been a notable increase in insider stock sales at NVIDIA in 2025, with 258 trades totaling approximately -$221.8 million, coinciding with a 6.6% rise in stock price [12] - The uptick in insider selling may indicate executives sensing peak valuations, suggesting that investors should consider realizing gains and reducing exposure [12] Market Position - NVIDIA's growth is driven by AI's transformative potential, but the interplay of circular financing and insider selling raises questions about the sustainability of its rally [13] - Investors are encouraged to reassess their positions and consider trimming or diversifying their holdings as the market dynamics evolve [13]
Full Episode: TODAY Show - November 20
NBC News· 2025-11-20 19:15
>>> HI, THERE. GOOD THURSDAY MORNING. A MAJOR NEW MOVE ON THE EPSTEIN FILES OVERNIGHT.>> THE CLOCK NOW TICKING ON THEIR RELEASE. IT IS NOVEMBER 20th. THIS IS "TODAY." >>> BREAKING OVERNIGHT, PRESIDENT TRUMP SIGNS THE BILL ORDERING THE JUSTICE DEPARTMENT TO GO PUBLIC WITH ITS RECORDS ON JEFFREY EPSTEIN IN THE NEXT 30 DAYS.BUT THIS MORNING, GROWING QUESTIONS OVER JUST HOW MUCH WILL ACTUALLY BE RELEASED. >> WE WILL CONTINUE TO FOLLOW THE LAW WITH MAXIMUM TRANSPARENCY WHILE PROTECTING VICTIMS. >> WE'LL HAVE THE ...
13 Stocks That Crossed Jim Cramer’s Radar
Insider Monkey· 2025-11-20 13:36
In this piece, we will look at the stocks Jim Cramer discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the weakness in the stock market as technology stocks headed towards ending a seven-month winning streak. Cramer’s remarks came before AI chip giant NVIDIA’s earnings report and after co-host Carl Quintanilla mentioned a Bank of America survey that didn’t do much to quell market uneasiness. BofA’s Global Fund Manager Survey outlined that a net 20% of managers part of the ...