My mission is simple, to make you money. I'm here to level the playing field for all investors. There's always a bull market somewhere and I promise to help you find it. Mad Money starts now. Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra America. I'll be with my friends. I'm just trying to make a little bit of money here. My job is not just to entertain, but it's also to teach. Call me 1800 743 CNBC. Tweet me at your quiver. I wish Nvidia weren't so darn important to this market. That way, the compa ...

International Trade and Tariffs - Canada announced plans to double counter-tariffs on American steel and aluminum products, matching American levies dollar for dollar[2] - The auto sector has already been impacted by 110 billion dollars due to trade tensions[12] - Ontario buys 400% more vehicles than anywhere else globally, directly affecting workers in Texas, Kentucky, Michigan, Illinois, and Ohio[12] - Canada supplies 4.1 million barrels of oil per day and potash to the U.S. agricultural sector[17] Macroeconomic and Fiscal Policy - The U.S. national debt service cost has surpassed 1 trillion dollars annually, growing significantly over six years[64] - The Treasury aims to lower budget deficits down to 3% of GDP[65] - U.S. electricity prices have risen by 30% since 2021, impacting consumer costs[38] - Wall Street tracks 120,000 Flock cameras across 28 states capturing 20 billion license plates per month[41] Defense and Industrial Sector - The Trump administration requested a 1.5 trillion dollar defense budget, driving robust global demand for defense contractors like Northrop Grumman[75][79] - Stock markets reflected strength with the S&P 500 up three-tenths of a percent and the Nasdaq 100 higher by six-tenths of a percent, while Brent crude moved down to 87 dollars per barrel and WTI at 82 dollars per barrel[51][52][53]

今日必读🤝伊朗和阿曼拟建临时联合海上走廊🎭特朗普与加拿大官员口水战升级📑英伟达营收增速料继续领先多数同行获取免费中文电子报《彭博财经早茶》与音频播报，聚焦中国与全球市场最新动向，并有周末特别推送。A daily Chinese-language briefing and audio broadcast of what's moving markets in China and around the world. Plus, a weekend edition. https://t.co/Y9oKLsCMQu ...

Franklin Templeton’s Sara Araghi said Nvidia needs to go beyond a headline earnings beat and provide investors with concrete detail on how it plans to deploy capital and sustain its spending plans. https://t.co/dQVur52tYA ...

Aerospace and Technology - SpaceX announced plans to build a $100 billion Starbase launch site in Louisiana to expand Starship operations and accelerate its orbital data center timeline [1] - Nvidia shares rose by 2% ahead of its quarterly earnings report, breaking a recent losing streak for the AI chipmaker [3][4] - Google Cloud launched Gemini Enterprise for financial services as an AI-driven platform aimed at automating complex financial workflows for global institutions [9] Retail and Consumer Discretionary - Dick's Sporting Goods shares plunged more than 25% after missing earnings expectations and warning of softening demand for athletic wear and footwear, leading to a sharply cut 2026 outlook [2] - Target shares declined after the retailer pulled a controversial Halloween costume from stores and issued a public apology amid consumer backlash [5] Macroeconomics and Government Policy - SPDR gold shares ETF drew renewed attention following highlights of $1 trillion in potential gold purchases amid ongoing global uncertainty [7] - JP Morgan analysts criticized a $4 billion Treasury bond buyback as US federal debt reached $40 trillion [7] - Oil prices fell more than 3% after the US government shifted its approach to Iran by emphasizing economic pressure over military action, easing regional conflict fears [8] - The Social Security Administration projected a mid-3% cost of living adjustment increase for beneficiaries, with the official figure expected on October 14th [9]

Market Trends & Macro Economy - S&P 500 rose 0.3%, while Brent crude oil fell by 4%, and the 10-year Treasury yield dropped to 4.6% for the second consecutive day [2] - The core inflation is pinned above the Federal Reserve's 2% target for the 65th straight month, alongside stagnant income gains and slowing household spending growth [3] - Consumer confidence data shows a divergence where people feel confident about the present situation but pessimistic about the future [4][5] - Personal consumption spending is growing at a modest 1.8% to 2%, while business fixed investment in equipment is growing at an annualized rate of 11% to 12%, though structures are down 4% [14][15] Industry Dynamics & Corporate Performance - Artificial intelligence investments are projected to exceed $1 trillion by 2026, though short-term labor productivity gains have not yet fully materialized [20][112] - Dick's Sporting Goods shares plunged 31% due to pressures from its Foot Locker acquisition and an increasingly promotional sneaker market, dragging down related retail stocks [39][40][98] - Super Micro Computer shares jumped 8% following a partnership with Cisco to use its cooling hardware in AI-powered infrastructure stacks, with Super Micro projecting fiscal revenue of 65 billion to 72 billion dollars for 2027 [62][65][71] - Software and tech companies like Intuit reported a fiscal fourth-quarter revenue of 3.45 billion dollars and a 2027 full fiscal year revenue forecast of around 23.51 billion dollars, while facing broader tech sector pressures [92][93]

Market Trends and Industry Dynamics - Nvidia functions as a key bellwether for artificial intelligence and data center expansion in the United States, trading in a range while outperforming the chip index (SOX) by 78% over a two-month period compared to the chip index falling into a bear market down 17% [2][3][4] - Nvidia expands its investments into artificial intelligence infrastructure bottlenecks and energy buildouts, aiming to diversify revenue beyond semiconductors to serve as a comprehensive artificial intelligence solution [4][5] - The artificial intelligence market is doubling annually, leading to expectations that Nvidia's market share in artificial intelligence data centers will decrease from 90% to roughly 70% over the next two years, with unit share captured by Google's TPU, Amazon's Trainium, and alternative GPUs from competitors like AMD [15][16][17] Investment Opportunities and Potential Risks - Nvidia holds an investment stake valued at approximately 21 billion dollars in SpaceX, aligning with exclusive hardware purchasing agreements [6] - Nvidia mitigates customer concentration concerns by separating sales data between hyperscalers and ACIE (all data centers excluding hyperscalers), demonstrating broader market diversification even as the China market remains at zero [8] - Nvidia possesses a competitive advantage through its balance sheet, featuring 250 billion dollars in floats and up to 500 billion dollars in total financing capabilities for customers and power generation projects such as the Ohio deal [11] - Financial scrutiny remains focused on circular financing and negative free cash flow among hyperscalers and neoclouds, though profitability across major artificial intelligence entities like Anthropic, OpenAI, and Perplexity with net profits reaching 20% provides market validation [13][14][15]

CNBC business news update. A winning Tuesday's in the books for the major averages. I'm Jessica Edinger.The Dow was up 160 points Tuesday. Merc shares led it higher. They were up 3.8%.The S&P 500 index up 24 points. The Nasdaq was up 171 points. That was a half percent.Chipmaker shares mostly in the green. Nvidia shares up 2% Tuesday ahead of reporting quarterly results on Wednesday. >> Every single day we find a way to kind of stay almost flat.You still have crazy stuff happening like Micron's trading in t ...

Market Trends & Macro Performance - Major U.S. indices posted fractional gains, with the Dow Jones Industrial Average and S&P 500 each up about 0.3%, the Nasdaq Composite and Nasdaq 100 each up about 0.6%, and the Russell 2000 up about 15 points or 0.5%[1][6] - Brent crude dropped about 5% and WTI fell 4.5%, dragging down the energy sector, while the AAA gas price average approached $4.10[2][11] - Information technology, communication services, and materials led the S&P 500 sectors, whereas energy, staples, and industrials declined[11] Corporate Earnings & Financial Guidance - Intuit reported a recent fiscal quarter net revenue of about $4.35 billion, but projected full fiscal year 2027 revenue between $23.28 billion and $23.51 billion, with operating income ranging from $8.06 billion to $8.15 billion, causing shares to drop 11% after hours[7][8][9] - Zoom Communications posted second-quarter revenue of about $1.28 billion and slightly raised its full-year revenue outlook to approximately $5.10 billion, with operating income estimated between $2.07 billion and $2.08 billion[22][23] - Box reported a fiscal year adjusted earnings per share outlook of $1.54 to $1.56 against estimates of $1.58, and projected fiscal year revenue of $1.29 billion, resulting in a top-line beat and a bottom-line miss with shares down 6.4%[25] Stock Performance & Industry Dynamics - Moderna shares surged 14% to become the best performer in the S&P 500 following a ratings upgrade by Wolf Research driven by successful melanoma vaccine trial results, though shares remain down about 60% from their 2021 Covid-era highs[12][13] - Resolve AI shares rose over 21%—reaching a market capitalization just shy of $2 billion—after Google selected its proprietary distributed database technology for deployment at the infrastructure level within Google Cloud[14][15] - Dick's Sporting Goods experienced its worst trading day ever, with shares plunging about 31% to their lowest level since 2023 due to continuing struggles from its acquired Foot Locker chain, a promotional footwear market, and a shift toward brands like Uggs and Birkenstock[16][17][19]

Right now on Phantom: 88.7% of traders with an open NVIDIA position are long ahead of earnings tomorrow.Ready, anon? https://t.co/vQ6vuPFKig ...