주식 영상 글

486 calls

…Holy smokes. Nvidia stock just tanked from the top of the morning down to where it is today. Intraday 9% which is insane. Massive decline of worth probably half a trillion dollar t…

…데 그런 특성을 클라우드가 고스란히 담고 있는데도 클라우드의 멀티플은 계속 올라가고 있습니다. 오라클이나 코어 place브처럼 외부 자본 조달을 많이 하는 업체들은 캐시플로우 대비 이미 더 많은 케펙스를 하고 있습니다. 내년 케펙스도 원래는 약 300억 달러 정도로 봤는데, 계속 증가해서 For now, 500억 달러가 넘는 자금이 들어…

…The Daily Market Show breaking news. Wedbush Securities head of technology research Dan Ies joins us now. Dan, I don't think it's surprising for people to hear you pound the table …

…Well, as expected, Nvidia earnings smash. The question is, will the smash last? Hopefully, we can hang in there and make them last. That's going to be the big question. It's not go…

…Recently, big short investor Michael Bur walked back into the spotlight, banging the drum again. And the first thing he said was basically, "This AI boom, the market isn't ready fo…

…받아 Bullish한 것이죠. 또한 칩을 파는 엔비디아와 달리, 그 칩을 활용해 서비스를 팔아 매출을 내는 구조의 코어 place브라는 views사가 있습니다. 엔비디아 GPU를 대량으로 사들여 AI 전용 클라우드 데이터센터를 운영하는데, 이 기업 역시 엔비디아가 54% 정도 오르는 동안 상장(IPO) 이후 한 달 만에 200% 수익을 기록했습…

…Another day, another hedge fund manager telling you to raise cash that we're at the top of the market bubble and it is a time to be prepared for a guaranteed recession. Now, this i…

…터커넥트 칩을 납품하는 기업으로, AI 서버 수요가 폭발하면서 직접적인 수혜를 받았습니다. 또 다른 예로 코어 place브는 칩을 파는 엔비디아와 달리 그 칩을 활용해 서비스를 팔아 매출을 올리는 구조입니다. 엔비디아 GPU를 대량으로 사들여 AI 전용 클라우드 데이터센터를 운영하는데, 이 기업 역시 엔비디아가 54% 오를 때 …

…Holy smokes. The Federal Reserve just convened an emergency meeting with Wall Street bankers because of liquidity issues. I'm going to break all of this down and what the details a…

…We're seeing aggregate delinquency rates elevated in Q3. Subprime auto loan delinquencies skyrocketing. The Fed doesn't want to cut. Foreclosures moving up in new construction home…

…Wedbush Securities, head of technology research, Dan Ives joins us now. Dan, I don't think it's surprising for people to hear you pound the table on on the tech trade. You've been …

…So in 2001, late 2001, Enron, uh if you guys remember, this goes back many years now. Enron totally collapsed. Uh and it resulted in about $80 billion in destruction of value. Shar…

…US recession point. You're concerned that perhaps that we might be heading in that direction. My base case is that we will see a modest recession in 2026. The means for the US econ…

…단은 전문가들 얘기 한번 반음 맞고 만원는 틀리니까 자, 이렇게 보고 자, Today도 Yesterday랑 좀 같은 현상인데 코어 place브가 좀 반등을 해 주는게 놀랐고 자, 크록스 올라가기 시작하죠. 네네 마블 테크놀로지 자 Today 골고로 올라가네요. 예, 노보도 Today 또 올라가는데 자, 일단 SMCI도 좀 반등을 하죠. 자, Yesterday 많이 밀렸…

…But why is the market going a little poopy dupy and squirrely today? Well, a lot of it has to do with what Goldman just said about jobs and what ADP told us along with other uncert…

…Hello family, welcome back to your channel. Let's quickly check the market, guys. We are still in pre-market, the markets remain flat, mixed, where we are seeing some technology co…

… 대표 AI 주식들이 급락하기 시작했기 때문입니다. 엔비디아와 AMD 같은 반도체 주식은 10% 떨어졌고, 코어 place브 같은 고성능 컴퓨팅 기업은 20% 넘게 빠졌습니다. 하지만 남들이 두려워할 때 욕심을 낸다는 게 무턱대고 Bearish을 매수한다는 뜻은 아닙니다. 그 calls 좋은 투자 전략이 아니죠. 첫 번째 단계는 애초에 무엇이 두…

…Now, the part that's really incredible is this. This is the first AI supercomputer we made. This is in 2016 when I delivered it to a startup in San Francisco, which turned out to h…

…Holy smokes. We are experiencing the wildest squeeze in the stock market and today's inflation report clearly contributed if not even makes the most bullish scenario for now. Now, …

…Holy smokes, the Federal Reserve just got rug pulled by a Donald Trump, likely by Donald Trump. Don't sue me, bro. We've got to talk about it. It's a big deal in addition to obviou…

…Wow. Okay. There is a lot of excitement about what's going to happen over the next two weeks in the stock market. Mostly because, well, in my opinion, Jerome Powell talks to us nex…

…There's one hell of a tangled web going on in the banking system. And while we got taco from Trump this morning, which is great, Donald Trump talked about how Xiinping is a good ma…

…I was wrong about AMD. AMD and Open AI just announced one of the biggest partnerships of the entire AI era, but they also just showed us where every single AI stock is headed next.…

…Let's talk about vendor financing because that has been something that has raised a lot of questions on Wall Street since you cut this deal with OpenAI. Uh yesterday it Bloomberg i…

…Jensen Wah. He is the CEO of Nvidia. It's got a market cap of four and a half trillion dollars. Makes it the world's most valuable company. And Jensen, it is a pleasure to have you…

…Bring in show music, please. Hi, I'm CNBC producer Katie Kramer. Today on Squawk Pod. Nvidia CEO Jensen Huang. Our chips are quite special. We're the only company in the world toda…

…[ I'm trying to teach little education. Call me 1800 743 CBC. Tweet me at Jim Kramer. We have three economies right now. Not one, not two, but three. Two of those are booming, alth…

…Well, the market's dumping. Why is the market dumping? We got the answer for you. It's because of this news out of Oracle, and it's absolutely bad. It is the second shot heard arou…

…Earlier today, I interviewed Jensen Wong, the bankable founder and CEO of Nvidia for the CNBC Investing Club's monthly meeting. One of the amazing things about this club is the acc…

…What is going on traders? Let's get you ready for the upcoming week in the stock market. Last week I gave you my favorite trade setups and investment thesis and this week I don't p…