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is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major end market. all those buyers are buying through odms for the most part. i would suggest that 80% plus of nvidia's business is those large-type customers that intel doesn't have yet. >> right. it feels more about intel than nvidia, matt. wonder if you think that pat gelsinger is trying to bite off too much, trying to create a foundry business essentially from scratch and also trying to keep up with some of the other big players in ai at this point. can he do it all? >> i think it's really hard to do it all. now, having said that, for intel i think the most important piece to get right is the fa
is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major...
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struggling and we will find out what tonight means for intel what tonight means for intel and stacy is here next tamra, izzy, and emma... they respond to emails with phone calls... and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamra, izzy, and emma. they need a retirement plan. work with principal so we can help you with a retirement and benefits plan that's right for your team. let our expertise round out yours. your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> let's call your attention to the market because if you skipped out for a few hours because he woke up and 9:30 comes eastern time in the market opens and it goes down and the dow is down and, guess what things have come around and i won't say today is a good day
struggling and we will find out what tonight means for intel what tonight means for intel and stacy is here next tamra, izzy, and emma... they respond to emails with phone calls... and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamra, izzy, and emma. they need a retirement plan. work with principal so we can...
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intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it the way it is. first of all, the goal posts keep moving. the margin goals were booted from 2026 to 2030. hence the title of the piece, intel, see you in 2030. then he lowers the boom on this incredible singer. why do they do this to themselves? he goes on, intel story over the last several years has been one that has dashed expectations from outlandishly bullish targets to keep products, leading to eventual abject collapse. holy cow. that is an incredible ending. it took 10 years to get intel into its current position, so how could it take any less time to fix it? i have been very critical of t
intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it...
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makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> 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 cramer. welcome to mad money . i'm just trying to make you a little money. my job not just to entertain but to teach you. call me, 1-800-743-cnbc or tweet me at jim cramer. if you took your cue from the action i
makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> 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 cramer. welcome to mad...
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. >>> coming up, all the intel out of intel. the chip maker updating investors on the newfoundry business. >>> plus, calvin decline. pvh plummeting despite an earnings beat. how it is leading the whole space lower. don't go anywhere. more "fast money" in two. >>> this is "fast money" with melissa lee right here on cnbc. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a million stories to share. (vo) the key to being rich is knowing what counts. your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire not all caitlin clarks are the same. caitlin clark. city planner. matching your job description. just like not all internet providers are the same. don't settle. you want fast. get fast. you want reliable. get reliable. you want powerful. get powerful. get real deal speed, reliability and
. >>> coming up, all the intel out of intel. the chip maker updating investors on the newfoundry business. >>> plus, calvin decline. pvh plummeting despite an earnings beat. how it is leading the whole space lower. don't go anywhere. more "fast money" in two. >>> this is "fast money" with melissa lee right here on cnbc. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a...
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intel would be one of the beneficiaries. the problem is how many other customers are going to sign on with intel. so they can actually be the second largest foundry in the world by 2030. >> let's not forget intel is an american company. that's why this is so important because the existing foundries that are out there, they're located in asia. so, there's so much skepts schism about this whole plan when pat gelsinger came back and first announced it. the fact that they're moving toward actually breaking it out, talking about years in advance something. >> the valuation reflects that, though. you said they wanted to say maybe they were undervalued when i look at the current price to earnings ratio -- >> still a little high. >> near nvidia. >> especially for 2024 numbers, 2025. really quickly, pat gelsinger i spoke to him on a call a few weeks ago, he said we lost our manufacturing here in the united states over three decades to asia, specifically tsmc. it will not happen three to five years. we mentioned this chips act funding
intel would be one of the beneficiaries. the problem is how many other customers are going to sign on with intel. so they can actually be the second largest foundry in the world by 2030. >> let's not forget intel is an american company. that's why this is so important because the existing foundries that are out there, they're located in asia. so, there's so much skepts schism about this whole plan when pat gelsinger came back and first announced it. the fact that they're moving toward...
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intel has hit a loss. it disclosed how much it makes in sales on its own. >>> shares of paramount global are rising. "the new york times" says paramount is considering exclusive talks with skydance, the media company lead by david ellison. >>> the cyber review board is placing the blame on most over the hack of top officials' emails last year. in a new report the company calling the breach preventible. >>> trump media's co-founders are suing. >>> and shares of cal maine foods third quarter beat an ana analysis. >>> this morning we get the latest adp employment numbers and services nonmanufacturing figures. we're watching earnings from levi strauss. and the big event of the day is disney's annual shareholder meeting kicking off this afternoon. and fed chair speeches including from jerome powell. >>> raphael bostic will be coming up on "squawk box" at 8:30 a.m. eastern time. >>> and as markets continue to face fresh turbulence, a pair of interviews you won't want to miss when steve cohen joins "squawk box" a
intel has hit a loss. it disclosed how much it makes in sales on its own. >>> shares of paramount global are rising. "the new york times" says paramount is considering exclusive talks with skydance, the media company lead by david ellison. >>> the cyber review board is placing the blame on most over the hack of top officials' emails last year. in a new report the company calling the breach preventible. >>> trump media's co-founders are suing. >>>...
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kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially with whatanalysts had been expecting, some i think 480,000 mobile subscribers 75,000 broadband subscribers were lost during the quarter again kind of more or less in line with video, continues to erode. 405,000 subscribers. as an overall percentage of the number of customers they had that was larger than 389,000 at comcast and points to overall a shrinking, continuing to shrink world for the cable ecosystem. some of that being made up by the virtual mpds youtube which has 8 million. on the cast call chris winfrey ceo of charter
kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially...
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it's a strong sell. >> where are you on intel? there's china, there's foundry. there's competition. >> completely agree because i think the biggest thing about intel also is operating leverage because they own foundries, and because you have that large cap, you have to spread and allocate that cost, and and your revenues are coming down already, and you're with china, and one step behind producing chips, it'll be a couple of other years. there are plenty of other places to put your money, especially in the semiconductors. >> let's move onto arista to a double downgrade from sell to buy over at rosenblatt. their growth in a.i.-driven networks could be thwarted by nvidia. you're a trade on arista. >> i have it as a buy. we own arista and nvidia, and we have been with them since it was a $5 stock. we still believe in both of these companies that they have a great future. ari arista was actually upgraded and said to downgrade, and this is that nvidia will steal away their internet business and disagree with that. when a company is under pressure, it does not act tha
it's a strong sell. >> where are you on intel? there's china, there's foundry. there's competition. >> completely agree because i think the biggest thing about intel also is operating leverage because they own foundries, and because you have that large cap, you have to spread and allocate that cost, and and your revenues are coming down already, and you're with china, and one step behind producing chips, it'll be a couple of other years. there are plenty of other places to put your...
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Apr 8, 2024
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samsung, tsmc and intel. where does this leave intel and their ability to develop a new business for them and compete against samsung and tsmc which have well-capitalized years and years of experience. >> this is a challenge for intel. we've seen a really sizable award already. they are going to be competing now to be doing this on u.s. soil. tsmc is doing this at scale in a huge way in taiwan. if they are able to bring it over to the united states and use u.s. workers and immigrants as well, that's going to challenge intel and say we are the dominant player already overseas and now we will be the dominant player in the u.s. and that makes it much more difficult for intel to get a foothold here. >> the federal government says as long as it's in our territory, it's a win. thank you very much. >>> coming up, the makings of a pullback in place. have the characteristics of the market changed? >>> plus the eclipse capturing consumers complete attention as well as some of their wallets. we will discuss when power l
samsung, tsmc and intel. where does this leave intel and their ability to develop a new business for them and compete against samsung and tsmc which have well-capitalized years and years of experience. >> this is a challenge for intel. we've seen a really sizable award already. they are going to be competing now to be doing this on u.s. soil. tsmc is doing this at scale in a huge way in taiwan. if they are able to bring it over to the united states and use u.s. workers and immigrants as...
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and intel is not participating fully in that. and the rest of intel's market such as the traditional cpu server business just isn't growing fast enough to cover the massive costs. >> i think there are a few questions. one, will it ever grow fast enough or is the need for faster chips going to make those chips that they're making effectively obsolete and the investments that pat gelsinger is making today, do you think they ultimately actually will pay off or that somebody else is already going to leapfrog them again >> well, you know, there is still going to be growth in the traditional server market, not as much growth as there has been in the past. more of that money is flowing to a.i. and gpus and nvidia specifically what they hope now is that the other business they're putting on top of this is a foundry business, where they would compete with tsmc. it is far out in time. that's kind of, you know, 27, 28 before that business really gets going. it is very uncertain tsmc is a strong competitor. and when they started this journey
and intel is not participating fully in that. and the rest of intel's market such as the traditional cpu server business just isn't growing fast enough to cover the massive costs. >> i think there are a few questions. one, will it ever grow fast enough or is the need for faster chips going to make those chips that they're making effectively obsolete and the investments that pat gelsinger is making today, do you think they ultimately actually will pay off or that somebody else is already...
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not only that, it's not just intel. it's intel against a backdrop of what semis overall have done. i don't think it's unfair when i'm criticizing the expectations he laid out and had revised. set the bar to a level you can succeed it. >> nothing new was said. it was the reverse of disney. in this one git's silly because the aggregate is the same. the foundry business, it's unprofitable today because of a huge backlog of orders. if you look at the future, $10 billion in deals still locked up. i think there's growth. >> we're done with intel. a lot of focus on crude. obviously watching the middle east and the impact on the crude trade, brent going to 90 yesterday. you bought dominion energy. >> it's a utility. >> let's focus on energy itself, trades that make sense right now. i used that as a vehicle to get to you. >> thank you. >> why did you buy that now? for the yield? for the dividend? >> for the dividend. dominion is a regulated utility that focuses in virginia and south carolina. if you're watching, wait, no, no, it's way more complex than that, telephoit was under the o. sadly
not only that, it's not just intel. it's intel against a backdrop of what semis overall have done. i don't think it's unfair when i'm criticizing the expectations he laid out and had revised. set the bar to a level you can succeed it. >> nothing new was said. it was the reverse of disney. in this one git's silly because the aggregate is the same. the foundry business, it's unprofitable today because of a huge backlog of orders. if you look at the future, $10 billion in deals still locked...
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do it, and intel was a great manufacturer, but that was a different intel. it was just a different intel. they used to have a couple of people on a s.w.a.t. team that could put plants anywhere. used to be an intel hawk. i went to the israeli plant on saturday where no one works, which is pretty amazing, and then i went to the opening of the irish plant, and they just knew how to build. these guys, not so clear. it's a construction project. >> right. >> and then after that, you bring in lam, bring in asm, and it seems like samsung knows what to do, and taiwan semi really doesn't. samsung is a great ally. great what they're doing. >> yeah. >> really great. >>> boeing's an interesting story today, jim. reuters has a piece that they and airbus are exploring ways to divvy up the spirit operations. >> well, i mean, dave calhoun was very good at expressing that boeing has to get control of the fuselage, which means they have to get control of spirit. i remember when -- unfortunately, i'm old enough to remember when they spun spirit off. it was a low-margin business
do it, and intel was a great manufacturer, but that was a different intel. it was just a different intel. they used to have a couple of people on a s.w.a.t. team that could put plants anywhere. used to be an intel hawk. i went to the israeli plant on saturday where no one works, which is pretty amazing, and then i went to the opening of the irish plant, and they just knew how to build. these guys, not so clear. it's a construction project. >> right. >> and then after that, you bring...
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intel receiving government funds as part of the act. but intel stocks fell when it reported its founder unit lost $7 billion last year. intel is an american company. samsung is a south korean company. this is now an issue of national security, right? chips are going to be the most important things. so you need to manufacture them here. and you can't just manufacture them all in asia, but it does raise the question, intel has to come out of nowhere and build a foundry business. samsung has a lot of experience. >> isn't tsmc building in the united states? >> yes, and samsung. so it raises the question, do you need intel? >> yes. >> how secure do you need it to be? >> yeah. do you need it to be an american-owned company. >> and highlight it is challenges for intel because they're starting this foundry business from scratch. it is billions and billions of dollars, years of r&d. >> coming up, dividend darlings. >> coming up, dividend darlings. safe and sadtey if volatilit morikawa on 18. he is really boxed in here. -not a good spot. off the
intel receiving government funds as part of the act. but intel stocks fell when it reported its founder unit lost $7 billion last year. intel is an american company. samsung is a south korean company. this is now an issue of national security, right? chips are going to be the most important things. so you need to manufacture them here. and you can't just manufacture them all in asia, but it does raise the question, intel has to come out of nowhere and build a foundry business. samsung has a lot...
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you flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time high. what's fueling the rally and how long can the good times roll? we'll shine a light on that and much more next. you're watching "fast money," live from the nasdaq marketsite in times square. in times square. we're back right after this. ♪♪ ♪♪ ♪♪ ♪ ("three little birds" by bob marley & the wailers) ♪ ♪♪ discover our newest resort sandals saint vincent and the grenadines, now open. visit sandals.com or call 1—800—sandals. >>> welcome back to "fast money." retail getting hammered again today. the etf crossing below its 100 day moving average. i
you flashed up intel at the beginning of the story. that seems like it's light compared to all these other ones and i think they got a pass. when you saw the story, they mentioned intel and amd. these are the ones you have to be concerned with more. >> here is what's coming up next. >>> crackness in the consumer. the chart careening toward precarious levels and where it's headed next coming up. >>> plus, gold's gleaming gains. the precious metal hitting another all-time...
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intel has reported some steep losses. christina is here with more on that move.>> investors knew it was going to be bad, but maybe not this bad. restated financials showed an operating loss of roughly over $7 billion last year, when you compare it with a profit of over $11 billion for product businesses in the same year. losses will hit at peak this year in the foundry business, because of high start up costs. they will also be advancing chip technologies. they don't expect to break even until 2027, or hit 40% gross margins and 30% operating margins until the end of 2030, six years out. they are warning of low core generators, a.i. chips did not do as well as they thought. you have a slower round of products, the lack of a.i. participation, and these high costs that have investors selling out today, and when you zoom out and compare intel, intel is the only stock in the red on the year, currently trading at 33 times, and nvidia expects sales revenue of almost 250%, so you decide if it is too expensive or not. intel does h
intel has reported some steep losses. christina is here with more on that move.>> investors knew it was going to be bad, but maybe not this bad. restated financials showed an operating loss of roughly over $7 billion last year, when you compare it with a profit of over $11 billion for product businesses in the same year. losses will hit at peak this year in the foundry business, because of high start up costs. they will also be advancing chip technologies. they don't expect to break even...
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intel can tell us all day long about how powerful its ships are. he does not have the software advantage that nvidia does, which means ai developers are locked into the nvidia ecosystem for now. >> the question is for how long, because you do have whether it is nvidia for , intel , all of these other folks who want a piece of the action, and you have to believe they will spend whatever they have to spend to get it, and they probably will get some of it. question is how much and when does it start to eat into whatever advantage nvidia has ? >> my personal take is it is going to be a while. i talked to developers about this and they say there is momentum to this. you have built on nvidia entrained on nvidia. to get your developers to train on the other system, it has to be orders of magnitude better to make the move, because you are telling developers you are running this successfully. ai is the most important part of your business right now and you're going to now go to another system. that is to be orders of magnitude better a performance to me in
intel can tell us all day long about how powerful its ships are. he does not have the software advantage that nvidia does, which means ai developers are locked into the nvidia ecosystem for now. >> the question is for how long, because you do have whether it is nvidia for , intel , all of these other folks who want a piece of the action, and you have to believe they will spend whatever they have to spend to get it, and they probably will get some of it. question is how much and when does...
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the trades on intel and taiwan semi, too. back at sohn in two minutes. >> announcer: are you following "the halftime report" podcast? what are you waiting for? look for us in your favorite podcasting app. follow "the halftime" podcast now. when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all yours! we're here! hey, i knew you were comin'... so i weatherteched the car! can we get ice cream? we can now. kid proof your vehicle with american made products at weathertech.com. not all caitlin clarks are the same. caitlin clark. city planner. kid proof your vehicle with american made products just like not all internet providers are the same. don't settle. you want fast. get fast. you want reliable. get reliable. you want powerful. get powerful. get real deal speed, reliability and power with xfinity. she shoots from here? that's kinda my thing. >>> we're
the trades on intel and taiwan semi, too. back at sohn in two minutes. >> announcer: are you following "the halftime report" podcast? what are you waiting for? look for us in your favorite podcasting app. follow "the halftime" podcast now. when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all...
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deirdre, thank you deirdre bosa >>> we're going to end on the chips and intel. kristina partsinevelos has that for us. >> we had texas instruments earlier this week and that report was less than expected with many wondering if the bottom for non-ai segments is near when i talk about non-ai we think intel, pc and server segments both are highly dependent on i.t. spending budgets. citi points to a pc recovery in march and the launch of windows 12 later this year that could be a driver for a pc refresh cycle. other positives, mobile business, given intel majority shareholders that could add a bump in other business sesments. investors remain skeptical, no surprise, intel under performing other chips down 30% year to date with the smh up 20% that's a huge discrepancy. even if server sales are improving, competition from amd is a headwind for intel. secondly, intel's new foundry business, which will be operating as a separate business with this report, has deeply negative gross margins, profitability is a ways out. intel, though, will tout its new ai chip which aims
deirdre, thank you deirdre bosa >>> we're going to end on the chips and intel. kristina partsinevelos has that for us. >> we had texas instruments earlier this week and that report was less than expected with many wondering if the bottom for non-ai segments is near when i talk about non-ai we think intel, pc and server segments both are highly dependent on i.t. spending budgets. citi points to a pc recovery in march and the launch of windows 12 later this year that could be a...
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a move would hit both companies and intel and amd shares are moving lower. both down 1.5% in the pre-market. we will continue to watch the story throughout the morning. >>> time for the big money movers. rivian is searching for direction after sinking to a record low with yesterday's losses. this move coming as the ev price wars are heating up for the f-150 electric pickup trucks by ford. rivian is down .50% in the pre-market. >>> and trump media is extending the slide after the company debuted at the end of march, but shares have fallen 35% since then. >>> shares of lockheed martin winning a contract worth $4 billion. the funding is meant to develop capabilities for the missile core command system. the shares are higher right now. >>> first quarter earnings season is officially here. big banks like wells fargo and citi and blackrock are kicking off before the opening bell today. arabile gumede is joining me here in london with the key financials this season. arabile. >> a modest start is what you anticipate particularly for the remainder of the year. you lo
a move would hit both companies and intel and amd shares are moving lower. both down 1.5% in the pre-market. we will continue to watch the story throughout the morning. >>> time for the big money movers. rivian is searching for direction after sinking to a record low with yesterday's losses. this move coming as the ev price wars are heating up for the f-150 electric pickup trucks by ford. rivian is down .50% in the pre-market. >>> and trump media is extending the slide after...
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i think there is a lot of opportunity for intel. you look at intel's recent segmentation, where they showed you how big the manufacturing losses are, i think that really shows you the value around the chip part of the business, away from manufacturing. we're all hopeful that they'll be successful in terms of turning around the manufacturing. stabilizing the existing market share and servers, you know, significant incumbency value that goes to that business and they need to execute on product. there is value on that side of the business. i think the ambition they have is to compete with tsmc, nvidia more broadly and i see that as more of a stretch. but certainly we see potential value in intel and i think the key is going to be to fix the foundational business that they have and then use that as a basis for -- >> and where do you put amd in this whole situation? >> i favor nvidia. i like amd. i'm intrigued to see their product in a.i. they have become this sort of de facto alternative in nvidia in this merchant a.i. space. i think th
i think there is a lot of opportunity for intel. you look at intel's recent segmentation, where they showed you how big the manufacturing losses are, i think that really shows you the value around the chip part of the business, away from manufacturing. we're all hopeful that they'll be successful in terms of turning around the manufacturing. stabilizing the existing market share and servers, you know, significant incumbency value that goes to that business and they need to execute on product....
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i also like intel's foundry idea, and it always takes longer to develop technology and roll things out, we know that and we learned that earlier this year, and that's one of the large -- big reasons behind intel's unlovedness right now in the market >> yeah, interesting i think of like a kindergarten report card. plays well in data centers for both of those. two others that you like are united health and urban outfitters, two companies that on the surface couldn't have less in common >> right except they delight their customers, and they're -- >> i don't know whether it delights the customers, having been on the receiving end of lots of explanations of their benefits, but make the case. >> i don't know if that's true of every health care company >> it's absolutely true of every health care company, to my infuruation. but that's just me >> i rip open the 19-page documents from them and wonder what they mean but united has been an innovator in creating technology and doing whatever its business is to frustrate its end-to-end customers, not its -- not the companies it works with. anyhow,
i also like intel's foundry idea, and it always takes longer to develop technology and roll things out, we know that and we learned that earlier this year, and that's one of the large -- big reasons behind intel's unlovedness right now in the market >> yeah, interesting i think of like a kindergarten report card. plays well in data centers for both of those. two others that you like are united health and urban outfitters, two companies that on the surface couldn't have less in common...
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Apr 26, 2024
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cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome back to "the exchange," everybody financials one of the best performing sectors in 2024 so far, but it's not the banks seeing outsized gains this year. dom chu joins with us that story. >> so it's financials with technology, as one of the best performing, in fact, the third best performing sector in the s&p 500 so far neck and neck race with tech and financials over the past year, it's up roughly 27%, and since the november lows, it's almost been a straight line higher, but for over the course of the last couple of weeks or so. you talked about the idea it's not just about the banks in financials check ou
cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ you founded your kayak company because you love the ocean- not spreadsheets. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> welcome...
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Apr 3, 2024
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up first, intel stock is down by about 7% today. brian, what is your trade on intel?>> the news today was that the net operating losses were higher than expectations, so what i'm looking at for me would be a sell on this stock. the news is coming out on intel, they are still going through this reorganization. they have some really lofty goals to get to by the end of the decade. it makes a little bit more sense to wait and hear from management, and then evaluate things moving forward.>> and lowe's got a downgrade, citing valuation. what is your trade?>> tyler, we saw those comments today, i think they are a little more macro, they are concerned about consumer spending and interest rates, but we do know that rates could go down into the second half of the year and into next year, that could really simulate some things in the housing sector. people are still evaluating moves around their homes, we see some good progress in spending from consumers, and professionals trying to help. i think lowe's looks attractive, this is one that i would put a buy on for myself, somethin
up first, intel stock is down by about 7% today. brian, what is your trade on intel?>> the news today was that the net operating losses were higher than expectations, so what i'm looking at for me would be a sell on this stock. the news is coming out on intel, they are still going through this reorganization. they have some really lofty goals to get to by the end of the decade. it makes a little bit more sense to wait and hear from management, and then evaluate things moving...
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Apr 9, 2024
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intel would own the market their trip was so much better it's 153. it's entirely possible what made me want to stick with them back then, simple. it's a platform, it's the leadership. and the real game, it might not cut it at all. on the other hand, fully loaded will have developers already in the customers and the services nothing short of unbelievable and intel does not, it will be slightly used. i would rather buy than sell it here. the stock would get crushed with a lot of selling. i think we will see today's lows again. they may have also suffered from a google trip too he said he welcomed development. that includes google. are not shaken or stirred, but i understand. is the owner, don't trade it here's a solar company. just been hammered mercilessly. no news, just the usual i'm back to the winners, how about eli lilly down 20 bucks? broke ground for the new $2.5 billion plant, another loser term winter for a day. 6%. eyed looked it up and i see one of the most horrendous shortfalls, the first quarter earnings but would be 21 to 41 points. that
intel would own the market their trip was so much better it's 153. it's entirely possible what made me want to stick with them back then, simple. it's a platform, it's the leadership. and the real game, it might not cut it at all. on the other hand, fully loaded will have developers already in the customers and the services nothing short of unbelievable and intel does not, it will be slightly used. i would rather buy than sell it here. the stock would get crushed with a lot of selling. i think...
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Apr 15, 2024
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intel and tsmc are getting the highest awards over $6 billion. if you add that up, it is $27 billion allocated to firms in america. some are not necessarily american, but all with the goal of bringing chip hfmanufacturin back to america. making 20% chips in the united states while countering the technology rise in china. we know china has thrown a lot of money into their chips programs, too. >> we are seeing the moves for the etfs moving higher in the pre-market. what impact do you expect for micron? >> reporter: micron is the competitor. they still have not received funding. will they be next? they have a plant in boise and new york. they are anticipating funding. samsung is bigger when it comes to memory chips. even in the stock reaction, this was priced in. we knew itwas coming. there were leaks in the last few weeks. samsung in suouth korea is not reacting much this morning. specific stories to those guys with an analyst downgrade for arista and intel as well. you see a rebound with buying after the selloff last week. >> kristina partsinevelo
intel and tsmc are getting the highest awards over $6 billion. if you add that up, it is $27 billion allocated to firms in america. some are not necessarily american, but all with the goal of bringing chip hfmanufacturin back to america. making 20% chips in the united states while countering the technology rise in china. we know china has thrown a lot of money into their chips programs, too. >> we are seeing the moves for the etfs moving higher in the pre-market. what impact do you expect...
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Apr 26, 2024
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a lot going on silvana, thank you >>> time for the big money movers shares of intel are sinking after the chipmaker posted mixed results and weaker guidance for the quarter. shares down 7.5% first quarter sales coming up short leading investors to believe the bottom for intel is not in just yet despite comments from ceo pat gelsinger to have revenue growth to strengthen throughout the year and into 2025 thanks to a.i. and what he says is a delayed refresh cycle. gelsinger adding that growth should start later this year >> we delivered a solid q1 we met revenue we beat on eps we gave an outlook for first half to second half. a much stronger second half outlook with growth across every business forecast for the second half somewhat like the market indicates and maybe market weakness in the first half of the year we're working through that >> a dim forecast overshadowing roku warning of a higher growth warning ahead with the tough growth rate comparisons with the pricing increases. shares of roku down 3.5% >>> skechers reporting a record quarter for sales thanks to new products and surge
a lot going on silvana, thank you >>> time for the big money movers shares of intel are sinking after the chipmaker posted mixed results and weaker guidance for the quarter. shares down 7.5% first quarter sales coming up short leading investors to believe the bottom for intel is not in just yet despite comments from ceo pat gelsinger to have revenue growth to strengthen throughout the year and into 2025 thanks to a.i. and what he says is a delayed refresh cycle. gelsinger adding that...
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Apr 3, 2024
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everyone's been saying the costs are too high except for intel. there isn't anyone who thinks they can get anywhere near the cost. secretary raimondo is doing a terrific job trying to make it so they do, but i think the differences in cost between here and taiwan semi, what morris chang was saying when he started that company, was that you're not going to be able to beat them. you got to be -- >> they are presenting segment results. different operating segments of intel. >> i can't hear you. >> let's get the opening bell here. at the big board, health care company solventum celebrating its spinoff from 3m. at the nasdaq, st. david's school in new york city celebrating financial literacy month. >> there we have -- i think that is st. david's. and i see my executive's son. right there. they're clapping today. there you go. we talked ge yesterday. do you have thoughts on solventum? >> they have some great story divisions, but there's going to be, i think, a little more like peralto. they came public, it was terrific, but people want to throw away a s
everyone's been saying the costs are too high except for intel. there isn't anyone who thinks they can get anywhere near the cost. secretary raimondo is doing a terrific job trying to make it so they do, but i think the differences in cost between here and taiwan semi, what morris chang was saying when he started that company, was that you're not going to be able to beat them. you got to be -- >> they are presenting segment results. different operating segments of intel. >> i can't...
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Apr 8, 2024
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i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over again, why did we go to taiwan? because we didn't have the engineers and it was too expensive to build and we didn't have a sense that maybe the u.s. would be left adrift. it was much more private capital and a company we need to go boundary. it made sense. if this country weren't located within the zone of what china thinks is theirs we wouldn't be doing this. if this were in mexico, which is another cheap labor force -- >> important to point out that taiwan gave plenty of subsidies as well throughout the years. plenty of state support there for that company. >> always. we wish that it weren't in taiwa
i heard your comments about intel on friday. >> we'll ask her about intel. the comments that i made were really existential. >> as for tsmc and the $6.6 billion, it's going to require an enormous investment from that company. it may not still be the forefront of the technology -- >> yes tashgs's true. at that point -- but the fact is right now this is pretty good. i mean, nvidia could use it. >> right, right. >> carl, one of the problems we have over and over...
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Apr 12, 2024
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intel today down more than 5%. amd is down more than 4% today. you have this news that china told telecoms to remove foreign chips. >> which seemed like, obviously, a catalyst, but maybe not. some brand new fresh thing that's a needle mover for all of the stocks in the group. it is -- it has been nvidia, amd, and broadcom against everything else. there really hasn't been much conviction in semis in the cyclical drivers. you look at the equal weighted semis it's done nothing for months while the market cap weighted driven by nvidia has really been the big winner. again, these stocks are momentum, they're secular growth, and to some -- and sometimes they're just kind of bau beta and when the market is down they get hit. >> seema moody, oil up, bonds up, dollar up, vix up, gold up, new record again. >> and what makes this interesting, scott, the prospect of higher interest rates does not seem to be stopping gold's rally. we're looking at the yellow metal hitting another fresh high today, trading above $2300 an ounce as investors pile in. gold, now o
intel today down more than 5%. amd is down more than 4% today. you have this news that china told telecoms to remove foreign chips. >> which seemed like, obviously, a catalyst, but maybe not. some brand new fresh thing that's a needle mover for all of the stocks in the group. it is -- it has been nvidia, amd, and broadcom against everything else. there really hasn't been much conviction in semis in the cyclical drivers. you look at the equal weighted semis it's done nothing for months...
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Apr 26, 2024
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i'm morgan brennan >> intel sitting out this
i'm morgan brennan >> intel sitting out this
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Apr 25, 2024
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snap, by the way, is up 23%, and intel is struggling. time for the final trade tim seymour and guest? >> yeah, i have a friend here, evan, the son of our set super visor nancy, and it's family day at cnbc. he wanted to say gold fields for the win. >> good job, evan. >> kristen >> xle i think both in term office hedging geopolitics and inflation, as well as the free cash flow generation of these companies. >> steve >> meta. >> guy >> my man e.t. told me exxonmobil >> thanks for exxonmobil >> thanks for watching "fast." "mad money" starts right now >>> 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 cramer. welcome to "mad money. welcome to cramerica other people want to make friends, i'm just trying to make you some money my job is not just to entertain but to educate and teach you to call me at 1-800-743-cnbc or tweet me @jimcramer. it takes a special kind of stock to do well when th
snap, by the way, is up 23%, and intel is struggling. time for the final trade tim seymour and guest? >> yeah, i have a friend here, evan, the son of our set super visor nancy, and it's family day at cnbc. he wanted to say gold fields for the win. >> good job, evan. >> kristen >> xle i think both in term office hedging geopolitics and inflation, as well as the free cash flow generation of these companies. >> steve >> meta. >> guy >> my man e.t....
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Apr 25, 2024
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trend in the right direction. >> interesting call here >> in terms of intel, you have been in it >> for sure. this stock and relative to its peers has behaved like a division two school. ultimately, it's really been a major underperformer 35% off that 52-week high. we know it's being picked for onshoring and national championship type exposure by our government this is a stock that a little improvement, it's underowned an interesting pick for the stock draft. >> they also report today. >> half of round two is in the books but there are still five more picks to be made. stocks well off their lows today as we keep one eye on the dow, s&p, and nasdaq. we'll be back after this short break with more choices from round two. ♪ i'm gonna hold you forever... ♪ ♪ i'll be there... ♪ ♪ you don't... ♪ ♪ you don't have to worry... ♪ when you need to prepare for unpredictable adventures... (gasp) you need weathertech. [hot dog splat.] laser measured floorliners front and rear. [drink slurp and splat.] (scream) seat protector to save the seats. [honk!] they're all yours! we're here!
trend in the right direction. >> interesting call here >> in terms of intel, you have been in it >> for sure. this stock and relative to its peers has behaved like a division two school. ultimately, it's really been a major underperformer 35% off that 52-week high. we know it's being picked for onshoring and national championship type exposure by our government this is a stock that a little improvement, it's underowned an interesting pick for the stock draft. >> they...
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Apr 18, 2024
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it will go to tsmc or intel. the deal with the a.i. and the insatiable demand is the high driver this company is coming out of the correction they got back to profitability a quarter earlier than i thought and as a fixed cost firm with high operating leverage and you turn on the volume is where you explode in earnings. they lost $4 a share and the peak of the next cycle t, i thi they will make 12. >> you are not worried for the quarter for apple. how much downside do you think there is for this company given people are concerned about china and people saying for the past decade that apple's best years are behind it although the stock price keeps going up how much downside? >> i think there is significant downside, jon. i think they will not be able to sugar coat troublesome fun fundamentals when they rueport. they will probably reveal something in june at the corporate retreat. it will be offset by the great thing in june. hold on. we're almost there hopefully, that stabilizes the stock. without that driver and without that event and e
it will go to tsmc or intel. the deal with the a.i. and the insatiable demand is the high driver this company is coming out of the correction they got back to profitability a quarter earlier than i thought and as a fixed cost firm with high operating leverage and you turn on the volume is where you explode in earnings. they lost $4 a share and the peak of the next cycle t, i thi they will make 12. >> you are not worried for the quarter for apple. how much downside do you think there is...
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Apr 11, 2024
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intel and texas instruments and advanced micro all falling between 2% and 4% on the day. one semi name that avoided the smackdown yesterday was nvidia which was up 2% on the wave of positive comments. for more on if the selling is a buying opportunity, let's bring in steven fox. good to you have here. i'll jump into it. nvidia avoided the downturno ovr the other chip names. is this a buying opportunity or is this an etf buy? >> no, i think you have to be selective. there are still attractive valuations out there with western digital that people are ignoring. the fact they are splitting in two companies. the companies will benefit from the inflation trends like western digital and micron. other companies will see a little bit more pressure on the earnings with inflation now. >> you mentioned pressure on earnings and inflation. one area of inflation which is impacting chip stocks and other parts of tech is commodity inflation. i'm looking year to date. copper is moving to the upside. silver is moving higher. aluminum up under 5%. how does that change or does it change your
intel and texas instruments and advanced micro all falling between 2% and 4% on the day. one semi name that avoided the smackdown yesterday was nvidia which was up 2% on the wave of positive comments. for more on if the selling is a buying opportunity, let's bring in steven fox. good to you have here. i'll jump into it. nvidia avoided the downturno ovr the other chip names. is this a buying opportunity or is this an etf buy? >> no, i think you have to be selective. there are still...
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Apr 12, 2024
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qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares, particularly, as the day went on. obviously, moved the nasdaq appreciably higher. what do we think is behind some of the weakness we're seeing beyond these bank earnings, which, at the worst, are a mixed picture? >> i don't think it's bank earnings, necessarily, the catalyst. yesterday, the indexes were rescued by not just apple bouncing on some reports about some a.i. macbooks and whatnot, but nvidia going up 4% becauses this the market we have. when we get nervous about macro and yields and inflation, and we have had a 10% pullback in nvidia and some of the other a.i. stocks, wel
qualcomm, intel, amd and nvidia all moving lower ahead of the open. china reportedly telling its telecom carriers to phase out foreign chips. >>> i want to start with the banks and the downturn in the market as well. earnings season kicks off with the likes of jpmorgan and wells fargo and citi, for example. mike, i'd love to just turn to you quickly, just get a sense on the market as well. >> yeah. >> it's been an interesting day yesterday with that move up in apple shares,...
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semiconductor side of things intel is the only one fabbing the chips. nvidia is using tsmc, but amd and marvell and broadcom are all customers. as they grow, tsmc is a beneficiary and what they said on the call is we see a lot more revenue from a.i. content than server content because all of those a.i. semiconductor makers are our customers. >> looking at shares of taiwan semiconductor up 1% right now. the company focuses on three n nanometer chips. they are looking to two n nano nanometer chips. >> they are the leader in five and four nanometer now the leader in three nanometer. they look to be the leader in two nanometer. i don't see a threat to tsmc on the advanced semiconductor side until potentially intel comes out with 14a which they said will be has production in 2028 for tsmc, that gives them a monopoly it boosts their margins. they said two nanometer will get them better pricing and margin >> tsmc is the beneficiary of the chips act funding. thank you very much. >>> and why some lawmakers are hesitant to sign off and this sector set to be impac
semiconductor side of things intel is the only one fabbing the chips. nvidia is using tsmc, but amd and marvell and broadcom are all customers. as they grow, tsmc is a beneficiary and what they said on the call is we see a lot more revenue from a.i. content than server content because all of those a.i. semiconductor makers are our customers. >> looking at shares of taiwan semiconductor up 1% right now. the company focuses on three n nanometer chips. they are looking to two n nano...
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Apr 15, 2024
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we have trades on cisco and intel and more. back in two minutes. at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. i don't want you to move. pgim investments. i'm gonna miss you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring your services has never been easier. get connected on the day of your move with the xfinity app. can i sleep over at your new place? can katie sleep over tonight? sure, honey! this generation is so dramatic! move with xfinity. ♪ ♪ >>> we're back. we are going to get to committee stocks on the move. we will start with salesforce, joe, and they are in advance talked to purchase informatica. stock is down 5% today, because there's a little angst and fear. this is not my personal view of the ceo, and the investor community is saying let's not do this again. we s
we have trades on cisco and intel and more. back in two minutes. at pgim, finding opportunity in fixed income today, helps secure tomorrow. our time-tested fixed income suite, backed by over 145 years of risk experience, helps investors meet their goals. pgim investments. shaping tomorrow today. i don't want you to move. pgim investments. i'm gonna miss you so much. you realize we'll have internet waiting for us at the new place, right? oh, we know. we just like making a scene. transferring...
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. >> karen >> yes, the intel makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> 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 cramer. welcome to mad money . i'm just trying to make you a little money. my job not just to entertain but to teach you. call me, 1-800-743-cnbc or tweet me at jim cramer. if you took your cue from the action in meta platforms you would have sold immediately and you would've been entirely wrong . that's because meta's billionaire rival reported two of the best quarters i've ever seen in ages. bedding like mad on artificial intelligence and the cloud and search just like meta but there's enough business for all of them. throw in some tepid inflation data that helps with the rate cut and
. >> karen >> yes, the intel makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> 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....
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Apr 8, 2024
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intel holds the biggest grant, with $8.5 billion award last month. where should we be giving a non-u.s. company that could be taken over by the chinese, in theory, all these billions? does it matter that this taiwanese company is manufacturing in the u.s. if it is still a taiwanese company that is, in theory, under the thumb of the communist party? >> all good points. another point is, you know, what does this do to u.s./china relations? how do they interpret this? is this an escalation of already strained relationships? i have no idea, but you made a point in one of our calls today, like, why can't a company like intel take this and run with the ball? is it about indictment on u.s. companies? >> of course it is. you just heard, what we have in the chips. zero. so, i mean, it tells you what they've not been doing. it also, you know, frankly, this project in arizona hasn't gone so well so far, and taiwan semi delayed a lot of it and jumped over to japan and worked on projects over there. taiwan semi is the outsource of the world, so, if we think that,
intel holds the biggest grant, with $8.5 billion award last month. where should we be giving a non-u.s. company that could be taken over by the chinese, in theory, all these billions? does it matter that this taiwanese company is manufacturing in the u.s. if it is still a taiwanese company that is, in theory, under the thumb of the communist party? >> all good points. another point is, you know, what does this do to u.s./china relations? how do they interpret this? is this an escalation...
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Apr 10, 2024
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yesterday, you see intel come out. we didn't get a pricing on their chips, but they talked about a fraction of the cost and nearly 50% more efficient. we didn't see a move off of that. so i understand that nvidia is the leader. i have exposure. i'm still long nvidia, but we have a hedge in place to overlay our position, because i have concern that it's been too much, too fast. today is an interesting example when the market pulls back and nvidia is up 2%. >> intel and nvidia, that's apples and oranges. >> we're still talking fruit, though, and you are going to see some of that market share -- we have orders with nvidia's chips, if you have a small deposit down there and you are going to get presented to buy those chips at 50% less, you're going to cancel that order. >> increasingly, nvidia is a software company. jeff, what does it tell us about the broader markets? as we head into this period of more volatility, when there's questions about the number of interest rate cuts, if any, when there's questions about commodit
yesterday, you see intel come out. we didn't get a pricing on their chips, but they talked about a fraction of the cost and nearly 50% more efficient. we didn't see a move off of that. so i understand that nvidia is the leader. i have exposure. i'm still long nvidia, but we have a hedge in place to overlay our position, because i have concern that it's been too much, too fast. today is an interesting example when the market pulls back and nvidia is up 2%. >> intel and nvidia, that's...
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the question is if that plant or the new york plant gets delayed, we have seen delays with tsmc and intel. micron is down and it's don't entire sector because tsmc's results are spooking investors the largest chip manufacturer in the world and said ai demand would grow over 20% of 2028 revenues but they listed a few concerns in their report first, a lower 204 outlook which doesn't include memory clips to 10% growth year over year from an over 10% growth, so just that over amount was the change management expects q2 margins to be impacted because of the earthquake in taiwan, higher electricity costs and production of inefficiencies we're seeing with the 3 nanometer production, the most mass produced at the moment the capital expenditure guide was reiterated and analysts see that not as surprising after asml maintained its top line growth other concerns that revolve around non-ai demand tsmc sees auto sales down when they previously thought they would be up, which is negative for on semi and that's why they're in the red the company said smartphone sales were recovering, great, but slowly t
the question is if that plant or the new york plant gets delayed, we have seen delays with tsmc and intel. micron is down and it's don't entire sector because tsmc's results are spooking investors the largest chip manufacturer in the world and said ai demand would grow over 20% of 2028 revenues but they listed a few concerns in their report first, a lower 204 outlook which doesn't include memory clips to 10% growth year over year from an over 10% growth, so just that over amount was the change...
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Apr 3, 2024
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intel shares are lower this morning. the foundry business recorded an operating loss of $7 billion in 2023 on sales of $18.9 billion. it's the first time they've disclosed revenue totals for its foundry business alone. it's a step toward ceo pat gelsinger's plan to continue making its own processoring but to serve as a manufacturer. intel says it expects the foundry's losses to peak this year and eventually break even midway between this quarter and the end of 2030. >>> meantime shares of paramount global, they're rising on new reports that the company is moving closer to a sale. paramount is considering exclusive talks with sundance, the media entertainment company, david ellison. they're seeking to sell all instead of parts of the company. stock is down 20% this your and more than 40% o every the past 12 months. there have been discussions about apollo commenting about buying the studio separately, but that does not appear to be on the table at least right now, becky. >> thanks, andrew. >>> when we come back, tesla sha
intel shares are lower this morning. the foundry business recorded an operating loss of $7 billion in 2023 on sales of $18.9 billion. it's the first time they've disclosed revenue totals for its foundry business alone. it's a step toward ceo pat gelsinger's plan to continue making its own processoring but to serve as a manufacturer. intel says it expects the foundry's losses to peak this year and eventually break even midway between this quarter and the end of 2030. >>> meantime shares...
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Apr 30, 2024
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as you saw with intel, it's slowing. that's one of the reasons you'll see their revenue declining this quarter. but the question is that going to be improving the second half of this year, largely the expectation, especially as you see things like ai-enabled hardware starting to become more in demand. that will benefit them later. the number two chip provider behind nvidia which a lot of people think will be, that's likely a longer-term story to benefit them. i would take the amd over the supermicro. >>> next up is staples. analysts flagging consumer spending trends and international price negotiations is key for both. so, courtney, what's your trade here? >> i think one of the big key here is what's been happening in the cocoa and chocolate space, sugar price, huge price increases. cocoa tripled just this year alone. that's about 10% of the sales or cost of their sales, which is going to be an effect on their bottom line. so i think that's really what investors want to see are they now again having to increase their pri
as you saw with intel, it's slowing. that's one of the reasons you'll see their revenue declining this quarter. but the question is that going to be improving the second half of this year, largely the expectation, especially as you see things like ai-enabled hardware starting to become more in demand. that will benefit them later. the number two chip provider behind nvidia which a lot of people think will be, that's likely a longer-term story to benefit them. i would take the amd over the...
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Apr 30, 2024
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you need to look at intel's results from the other day. they play in all of those markets and the results were not great, right? amd, you have to remember, their core business, the non-ai service has been weak for a while. they've actually missed either numbers or guidance 7/4 in a row, if you can elieve it. i know the stock is been weak recently go look at where it is now versus a year and a half ago, it's much higher, right? the stock has powered through seven consecutive rounds of estimate cuts as investors have latched onto this ai story, this ai dream for them. we are getting to the point now where they need to really start showing it. it's got to start showing up in the numbers. if the core business is remaining weaker, the ai story has to be even stronger. >> you raise another interesting point about a possible comeuppance of sorts for these other chip names that have had incredible runs but are not nvidia and they are not broad, and they're not at the top of the ai list. when you look at semiconductor index, for example, it's north
you need to look at intel's results from the other day. they play in all of those markets and the results were not great, right? amd, you have to remember, their core business, the non-ai service has been weak for a while. they've actually missed either numbers or guidance 7/4 in a row, if you can elieve it. i know the stock is been weak recently go look at where it is now versus a year and a half ago, it's much higher, right? the stock has powered through seven consecutive rounds of estimate...
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Apr 1, 2024
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cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ every day, more dog people are deciding it's time for a fresh approach to pet food. developed with vets. made from real meat and veggies. portioned for your dog. and delivered right to your door. it's smarter, healthier pet food. >>> good afternoon and welcome to power lunch. glad you can join us on this monday. california's new minimum wage law takes effect today, $20 an hour and we will talk to the ceo of raising cane's which has nearly 100 locations in the state about the real impact of this wage hike. >>>
cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. ♪♪ every day, more dog people are deciding it's time for a fresh approach to pet food. developed with vets. made from real meat and veggies. portioned for your dog. and delivered right to your door. it's smarter, healthier pet food. >>> good afternoon...
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Apr 18, 2024
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i said the kid's going to be in a million plays but intel only reports four times a year. that was wrong i now believe in flexible moments. if you can you should go to the games, you should try to get to them, but never forget where the five-day workweek came from. a century ago people worked six days a week. the labor movement got that down to five days but that was the lowest a company could allow to mentor new leaders and keep their shareholders happy not to mention customers if you don't do these three things your business won't stay competitive over time. work is life's biggest compromise you agree to do it and what comes with it is the corrupt bargain where you give up a lot of what you might otherwise want to do in exchange for the money you and your family need to live on fact of life nobody's going to pay you to see your daughter's field hockey game you aren't getting health insurance from watching a high school play. you can end the bargain. you can find a place that's not competitive. but if you work at a place like that your employer might not make it because b
i said the kid's going to be in a million plays but intel only reports four times a year. that was wrong i now believe in flexible moments. if you can you should go to the games, you should try to get to them, but never forget where the five-day workweek came from. a century ago people worked six days a week. the labor movement got that down to five days but that was the lowest a company could allow to mentor new leaders and keep their shareholders happy not to mention customers if you don't do...
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Apr 11, 2024
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while intel comes up with a competitive product. the news, let's p ut quotes about that, created a presumption these key clients are moving to distance themselves from the company and break jensen huang's stranglehold on the super gpus. if only they could. think about when i lafrt interviewed jensen. i asked him directly about this competition multiple times because i knew it was coming. each time he made something clear, wen, these companies will remain great clients. two, he can't produce enough chips to satisfy demand. and three, he's doing his best to help these clients develop these kinds of semiconductors. he can't understand what's the big deal. he comes in peace. who's jensen huang? he's a visionary who's delivered on every promise and create aid $2.3 trillion colossus. along the way he's been doubted as if he were some sort of alchemist, three-card monte dealer. all i hear right now is he's the man behind the ai bubble as if this is the dotcom period again, 1999, maybe 2000. that kind of thinking has kept people from making
while intel comes up with a competitive product. the news, let's p ut quotes about that, created a presumption these key clients are moving to distance themselves from the company and break jensen huang's stranglehold on the super gpus. if only they could. think about when i lafrt interviewed jensen. i asked him directly about this competition multiple times because i knew it was coming. each time he made something clear, wen, these companies will remain great clients. two, he can't produce...
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Apr 15, 2024
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. >>> shares of intel getting a boost. analysts at citigroup adding a positive catalyst watch on the chip maker ahead of earnings next week. intel still down nearly 28% this year. >>> boeing lower again today that stock on an 11-day losing streak, tying its longest downside streak on record. it still has not had an up day in april bowing's senate safety hearing scheduled for this wednesday. >>> shares of trump's made ya stock sinking 18% today. the company filing to issue millions of additional shares of stock. djt now down more than 57% this month. you have been following this -- >> i have, just because it's the most ridiculous thing, the whole structure. they filed to register shares to -- they're going to call the warrant soon they can do it as early as tuesday, so you -- if you own a warrant, you put up your 1150, you get a share of stock they registered those shares, plus, registering the shares of trump, everyone else anyone else who lent them money, who is getting shares, they just want to clear the deck for everyon
. >>> shares of intel getting a boost. analysts at citigroup adding a positive catalyst watch on the chip maker ahead of earnings next week. intel still down nearly 28% this year. >>> boeing lower again today that stock on an 11-day losing streak, tying its longest downside streak on record. it still has not had an up day in april bowing's senate safety hearing scheduled for this wednesday. >>> shares of trump's made ya stock sinking 18% today. the company filing to...
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Apr 16, 2024
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intel down 18%. boeing down 13%. home depot down 12%. united health reports in a bit and that is down double digits. we are checking the bond market as treasury yields are mohoveri at the highest level in six months. we continue to watch the moves and impact on the overall markets. we are looking at energy and oil holding at $90 a barrel. brent crude is falling a few cents below the $90. wti is falling down one-third. we are looking at other commodities. gold is continuing to move higher. gold is up 15%. trading at 2,3 the $2,385 an ounce. and look at cocoa. it is up 150% for the year. >>> let's turn attention back to stocks and wall street bracing for the third down session in a row. the major averages are off the record highs. this is the fear gauge which pops to the highest level since october on fears of inflation following the hotter than expected retail sales report. to help us dig through the noise is andrew grinstead. celebrating 45 years in business with $2.5 billion in assets. good to talk to you from london. a lot going on in
intel down 18%. boeing down 13%. home depot down 12%. united health reports in a bit and that is down double digits. we are checking the bond market as treasury yields are mohoveri at the highest level in six months. we continue to watch the moves and impact on the overall markets. we are looking at energy and oil holding at $90 a barrel. brent crude is falling a few cents below the $90. wti is falling down one-third. we are looking at other commodities. gold is continuing to move higher. gold...