The Great AI Bake Off + Nvidia Earnings Preview with Gene Munster and Deirdre Bosa  |  Okay, Computer.

The Great AI Bake Off + Nvidia Earnings Previ...

Up next

Scott Bessent Is The House Now (Or So He Thinks) | MRKT Call

Watch MRKT Call on our YouTube Channel: https://www.youtube.com/riskreversalmedia SUBSCRIBE to our newsletter: ⁠ http://riskreversal.substack.com/⁠ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Wednesday, September 9th. Art ...  Show more

The Fed, Oil, and a Trade War With Canada Investors Aren't Pricing In

Dan Nathan and Guy Adami break down a wild week of macro data and single-stock news heading into the Fed's September meeting. They dig into the surprisingly strong August jobs report and what it means for a Fed already boxed in by political pressure on Kevin Warsh, why the VIX si ...  Show more

Recommended Episodes

SOTS 2nd Hour: EXCLUSIVE: Nvidia CEO, plus AI Expert Takeaways & Trump’s Fired FTC Commissioner Fires Back 3/19/25
Squawk on the Street

A huge interview this hour – Nvidia CEO Jensen Huang alongside Jim Cramer. David Faber, Sara Eisen, and Michael Santoli broke down the latest for the stock ahead of the action with an analyst from Piper Sandler, before Jensen and Jim dove into a wide-ranging deep-dive: coverin ...

  Show more

E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ...  Show more

DOJ targets Nvidia, Meme stock comeback, Trump fundraiser in SF, Apple/OpenAI, Texas stock market
All-In with Chamath, Jason, Sacks & Friedberg

(0:00) Besties intros! (2:10) Responding to recent media coverage (17:58) DOJ/FTC strike deal to target Nvidia, OpenAI, and Microsoft (32:40) Meme stocks are back: Keith Gill aka Roaring Kitty resurfaces, disclosing nine figure position in GameStop (58:36) Citadel and BlackRock b ...  Show more

Nvidia CEO Jensen Huang Eases China Concerns, Touts AI Growth
Bloomberg Tech

Bloomberg’s Ed Ludlow is joined by Nvidia CEO Jensen Huang to discuss the chipmaker's first-quarter earnings and the company’s $8 billion hit from China. Plus Ayako Yoshioka, from Wealth Enhancement Group says earnings show Nvidia understands the outlook for AI growth. And D.A. D ...  Show more