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Mad Money 08/11/26 | Audio Only
CNBC Television· 2026-08-11 23:57
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 Kramer.Other people make friends. I'm just trying to make a little bit of money here. My job is not just to entertain, but to educate you.So call me at 1800743 CBC. Tweet me at Jim Kramer. When I'm fishing for tarpon, those giant beasts off the coast of Trinidad, seven m ...
X @Bloomberg
Bloomberg· 2026-08-11 23:35
Memory-chip makers may have found a new defense against the inevitable cooling of their boom: giving more cash back to shareholders https://t.co/pT5iBHghhB ...
Markets Await CPI as AI Trade Faces Another Test | The Close 8/11/2026
Bloomberg Television· 2026-08-11 21:59
Macroeconomic & Market Sentiment - S&P and Nasdaq declined by 0.4% and 0.5% respectively, while Brent crude oil traded higher at $88 per barrel and the 10-year yield stood at 4.6% [1] - Commodity Trading Advisors tripled their underweight for Treasury positions at the end of July, leaving the CTA trade at risk [2] - The U.S. consumer price index (CPI) report is expected to show a cooling of inflation pressure, serving as a critical market hurdle ahead of Nvidia's earnings and Jackson Hole [1][77] AI & Data Center Infrastructure - Vertiz reported second-quarter earnings per share up 60% year-on-year, while Super Micro pre-announced lower-end revenue and CoreWeave posted quarterly revenue in line with estimates at $2.58 billion alongside a revenue backlog of $4 billion [3][52][110] - Nvidia launched a $500 billion financing pool partnering with major firms like Apollo, Blackstone, Blackrock, Brookfield, Goldman Sachs, and KKR to source financing for AI infrastructure [84][94] - Data center builds and AI capital expenditures are significant economic drivers, with data center local counties seeing housing construction soar 50% over the past two years [81][83] Corporate Earnings & Financial Performance - AIG reported premium growth running at an average of 13% over the first half of the last two quarters and maintains about a third stake in its life insurance business [21][34] - Upwork shares dropped about 15% after the recruitment company slashed its full-year revenue and earnings forecast due to a broad-based weakness in the labor market [137][146] - Cava Group reported same-store sales growth of 9% in the most recent quarter, outperforming expectations and standing by its full-year comp sales forecast of 4.5% to 6.5% [111]
Market Today: Nvidia Leads $500B AI Push, S&P 500 Falls, Oracle Plans Layoffs
GuruFocus· 2026-08-11 21:57
Market Trends & Industry Dynamics - Nvidia launched a $500 billion AI financing platform in partnership with major financial institutions to mobilize third-party capital for AI compute infrastructure [1][2] - Core shares surged up to 15% following a year-over-year doubling of second-quarter revenue driven by accelerating AI infrastructure demand [3] - General Motors secured a parts supply agreement valued at up to $4.5 billion to strengthen its supply chain and mitigate disruption risks [4] - US existing home sales fell 1.7% in July, driven by high mortgage rates and record prices with a median sales price of $434,100 [6] Corporate Performance & Financial Highlights - Toyota recalled approximately 655,000 Camry vehicles worldwide due to a display error deactivating safety indicators, with over 58,000 units located in the United States [5] - Trump Media and Technology Group reported a $238 million loss in the second quarter, driven by declines in crypto holdings [7] - Aptive Chair and CEO Kevin Clark purchased over 51,000 shares at $48.89 each, totaling $2.5 million, while Primo Brands major shareholders sold over 40 million shares at $24.37, amounting to nearly $500 million [9]
Nvidia Taps Wall Street for $500 Billion Funding Commitment
Bloomberg Television· 2026-08-11 21:55
Market Trends and Industry Dynamics - Nvidia plans to source $500 billion through Wall Street firms and investment managers to transform its compute platform and server infrastructure into an investable asset class [1] - Special purpose vehicles will raise capital, purchase Nvidia compute assets as collateral, and rent them out to customers to eliminate financing barriers [2] - Nvidia emphasizes that the capital is sourced from third parties, such as pension funds or sovereign wealth funds, creating a degree of separation from self-financing [3] - Industry experts describe the current artificial intelligence boom as a tectonic shift with extraordinary dollar amounts, surpassing the dot-com bubble era and peaking around 2026 [9][10] Corporate Performance and Financing - Intel raised $20 billion in an upside share sale after initially offering $15 billion, driven by $100 billion of market demand [5][6] - Intel's share sale was priced at $95 per share, representing approximately a 6% discount from Friday's close [6] - Intel's stock has more than tripled year-to-date, surging over 160% and prompting the company to execute its first public share sale since its 1971 listing to strengthen its balance sheet [7][8] - Technology companies feature balance sheets vastly superior to those during the year 2000 market conditions [11]
Iran, US Harden Positions; eToro Crypto Revenue Misses | Bloomberg Businessweek Daily 8/11/2026
Bloomberg Television· 2026-08-11 20:32
ANNOUNCER: THIS IS "BLOOMBERG BUSINESSWEEK DAILY." REPORTING FROM THE MAGAZINE THAT HELPS GLOBAL LEADERS STAY AHEAD. WITH INSIGHT ON THE PEOPLE, COMPANIES, AND TRENDS SHAPING TODAY’S COMPLEX ECONOMY. PLUS, GLOBAL BUSINESS, FINANCE, AND TECH NEWS AS IT HAPPENS."BLOOMBERG BUSINESSWEEK DAILY" WITH K CAROL MASSER AND TIM STENOVEC. LIVE ON BLOOMBERG RADIO, TELEVISION, AND BLOOMBERG ORIGINALS. TIM: A VERY GOOD AFTERNOON, EVERYONE.WELCOME TO "BLOOMBERG BUSINESSWEEK DAILY." ON THIS TUESDAY, AUGUST 11, 2026. I’M TIM ...
AI Infrastructure Boom Drives Market Movers | Closing Bell
Bloomberg Television· 2026-08-11 20:27
And right now we are two minutes away from the end of the trading day. Romaine Bostick here with Isabella taking you through to that closing bell. It's a global summer cast.Tim Stanojevic joins us from the radio booth. Christina Aquino in today for Carol Massar. Welcome to our audiences across all of our Bloomberg platforms as you pass the most crucial moments of the day.Tim, a bit of a holding pattern for stocks and mixed day here with the S&P and the Nasdaq in the red. The Russell 2000 in the green. Yeah. ...
X @The Economist
The Economist· 2026-08-11 20:25
The chipmaker’s biggest customers want a piece of its business. It is fighting back with a $500bn deal https://t.co/9oeERuIxjG ...
Ed Yardeni on $500 billion Nvidia-Wall Street deal: A little bit of hype in this
CNBC Television· 2026-08-11 20:07
at getting those things right. >> All right, so we know all of this might be a little bit confusing. What exactly does this mean.Is it turning computing power into something like I mentioned a regular old commodity like an oil or corn or wheat. Or is it something bigger, maybe something more risky or more profitable. Let's talk about it from all angles with us.To kick things off, Ed Yardeni here on set, Leslie Picker here on set, Christina Parsons as well joining us. Um, Leslie, I want to start with you bec ...
X @Bloomberg
Bloomberg· 2026-08-11 19:45
Bond traders dialed back measures of credit risk associated with Nvidia on Tuesday after the company said it would limit its exposure in a $500B plan to finance the type of AI investments that are driving demand for its computer chips. https://t.co/I3tJY6oR9s ...