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Trump Didn't Talk About Nvidia Chips With China's Xi
Youtube· 2025-10-31 15:58
We have we've had discussions on many of the elements that you're talking about all the time here, and you're asking me questions and also those things where. We're. I think you're going to for the most part, I think we agree to almost almost everything in a very acceptable form.I wouldn't say everything was discussed because some of the things in probably in retrospect, we kind of discussed it. We did for some reason did come up. But if you have any questions, I mean, I've got a chimp started.Did he agree. ...
Nvidia market cap tops $5 trillion, Fed expected to cut rates
Youtube· 2025-10-29 15:07
Good Wednesday morning from Yahoo Finance's New York City headquarters studios. I'm Yahoo Finance executive editor Brian Saz. You can see the opening bells on Wall Street doing their thing.Ring, ring, ring. But today isn't about who is ringing opening bells on Wall Street. Believe it or not, the only two things that matter to the lives of investors today right at this very moment are this one.Will the Fed cut interest rates again later today. And if they do, is it because they are worried about the outlook ...
Oracle shares fall on report the company is struggling to make money renting out Nvidia chips
CNBC Television· 2025-10-07 17:04
CNBC’s Kristina Partsinevelos joins ‘Halftime Report’ to discuss the latest from a report that Oracle is struggling to make money renting out Nvidia Chips. ...
Week in review: Stocks stumble, Nvidia bankrolls OpenAI, and iPhone sales surprise
CNBC· 2025-09-27 16:05
Market Overview - The stock market experienced volatility with the S&P 500 and Nasdaq reaching record highs before a three-session losing streak, ultimately closing the week with losses of nearly 1% and just over 1% respectively [1] - Economic data, including a significant drop in weekly jobless claims and an upward revision in GDP for Q2, influenced investor sentiment, leading to concerns about potential interest rate adjustments by the Federal Reserve [1] Nvidia and OpenAI Partnership - Nvidia announced a $100 billion investment in OpenAI to develop AI data centers, prompting analysts to revise earnings outlooks for Nvidia for 2026 [1] - The partnership is seen as an indication of the early stages of the AI trade, with significant growth potential in AI infrastructure [1] Boeing Developments - Boeing's stock rose significantly due to reports of finalizing a large order of jets with China and the FAA easing restrictions on aircraft deliveries [1] - The stock has increased by 25% year-to-date, with expectations for further growth driven by favorable trade policies and international orders [1] Costco's Earnings Report - Costco's stock declined nearly 3% on Friday and almost 4% for the week despite beating earnings and revenue expectations, primarily due to lower same-store sales growth and membership renewal rates [1] - Analysts remain optimistic about Costco's long-term prospects, citing improvements in gross margins and supply chain efficiency [1] Apple Performance - Apple stock was the best performer of the week, rising 4% as positive signs emerged regarding the successful rollout of the new iPhone 17 and Air models, with T-Mobile reporting record iPhone sales [2] - Analysts have raised their price targets for Apple, reflecting confidence in the company's market position and product offerings [2] Nike's Investment Potential - The company initiated a position in Nike, citing a promising turnaround plan under CEO Elliott Hill and potential sales boosts from the upcoming FIFA World Cup [2] - A price target of $80 per share was set, indicating about 16% upside from the recent close [2]
Jim Cramer says he wants to 'pound the table' on our newest portfolio stock
CNBC· 2025-09-15 16:17
Group 1 - The S&P 500 reached an all-time high as positive updates on U.S.-China trade talks were reported, with Treasury Secretary indicating a "framework" deal on TikTok [1] - Nvidia shares remained flat amid accusations from China of antitrust violations related to its acquisition of Mellanox, with Jim Cramer suggesting the investigation is politically motivated [1] - Boeing shares have declined approximately 5.8% since the initiation of a position, but there is a strong recommendation to increase holdings in the company [1] Group 2 - The CNBC Investing Club is actively managing its portfolio, including taking profits from Broadcom due to its strong performance since earnings [1] - Other stocks mentioned in the rapid-fire segment include Tesla Inc., VF Corp., CoreWeave, Union Pacific, and Builders FirstSource [1]