저자: JimCramer · 외국인
요약 보기
AI 혁명이 증시를 다시 주도하며 AI 관련주가 급등하고 있다는 주장이다. 시장 상황: 다우 63포인트 상승, S&P500 8% 상승(자막 수치 불명확), 나스닥 1.37% 상승으로 언급. AMD 약 10% 급등 가능성, 알파벳 5% 이상 상승, 엔비디아 2% 상승. AMD: 수 AI 칩 시연 후 주가 상승 여지가 크다고 봄. AMD CEO 수 박사가 생성형 AI 시장이 4년 내 4000억 달러 규모가 될 것이라 전망했고, 8월에는 2000억 달러 전망이었다고 소개. 엔비디아: 수요가 공급을 크게 앞서고 있어 AMD 위협을 받지 않는다고 평가. 아마존 웹서비스가 엔비디아 그레이스 호퍼 칩을 사용할 예정. 클라우드: 기업의 90%가 여전히 로컬에서 연산 중이며 클라우드 이전 여력이 크다고 봄. 클라우드 시장은 AWS, 구글 클라우드, 마이크로소프트 Azure가 주도한다고 주장. 마이크로소프트: AI 분야의 확실한 선두주자로 평가. 코파일럿 플랫폼 출시가 매우 성공적이라고 언급. 알파벳: 제미나이 공개로 AI 경쟁력을 입증했으며, 검색 기업이라는 인식을 넘어섰다고 봄. 아마존: 생성형 AI가 이미 사업에 깊이 내재되어 있으며, 미식축구 NFL 프라임 비전 예측 기능을 사례로 듦. 아마존 CEO 앤디 재시와의 인터뷰 후속편을 예고. 블랙스톤-로버 인수: 블랙스톤이 로버를 23억 달러에 인수 제안. 로버 매수는 권하지 않으나 블랙스톤은 훌륭한 회사이며 긍정적으로 평가. 블랙스톤은 2007년 힐튼 인수 후 2014년 재상장으로 큰 성과를 냈다고 언급. 리스크: 시장이 AI 과대평가일 수 있다는 의견이 있음을 인정하나 본인은 낙관적. 주가 상승 종목에 대한 명시적 손절·조건 언급은 없음. 출연자 전망: 생성형 AI 관련주가 계속 놀라운 성과를 낼 것이라고 장기적으로 낙관.
다듬은 글
My mission is simple – to make you money. I am here to create a level a special Seattle edition of "Mad Money" from the iconic Space Needle. . So call me at 1800743 CNBC or tweet me at Jim Kramer. While we're here to take a bird's eye view of the wonderful city of Seattle , I've been thinking a lot about how the generative AI revolution is once again becoming a dominant theme in the stock market.
Today we saw how it can eclipse all others on average, as any stock that has an impact on what is essentially a whole new industry will explode upwards. That's how you get a session where the Dow Jones rose 63 points. The S&P is up 8%, while the tech- laden NASDAQ, filled with AI-related stocks, is up 1.37%.
Bye, bye, bye, bye, bye, bye. Generative AI stocks are soaring as pioneers in the field do everything they can to spread and commercialize the technology, which I assure you is real and potentially extremely profitable. And this is not a rumor. I know people, many people in fact , who think that all this growth in AI is overblown.
But, for that matter, I think most investors don't realize the lasting and powerful significance of this story. And even Wall Street is not yet aware of the events. And that's why AMD shares could jump almost 10% after demonstrating its new AI chips. While Alphabet rose over 5% when it spun off Gemini, an incredibly cool AI tool, Nvidia's technology rose over 2%.
I don't know, because it's because of the demand for AI semiconductors. And Amazon also grew by more than one percent. Amazon is our main focus when we air the second part of our interview with CEO Andy Jasse later tonight . The most immediate impetus for this growth is AI. Yesterday, at a keynote presentation for its product, AMD CEO Lisa Suh said that she believes generative artificial intelligence and its solutions will become a $400 billion industry over the next four years.
That's a huge amount in itself, but as she said in August, it could reach 200 billion. So it's clear that Dr. Sue is much more optimistic about AI than she was just now. You know, doubling the industry's prospects in 5 months is simply unheard of. I was looking for different options. I can't find anything like it.
But that's exactly how AMD shares could rise if they introduce new chips that could accelerate the AI revolution, because investors understand there's room for something bigger than just market leader Nvidia. I'm a big fan of AMD, and it was a significant asset to the trust before we made big profits.
But members of the CNBC Investment Club know we went all in. Nvidia, which has a huge software component in its graphics cards, is also a supply constraint on all fronts. Nvidia doesn't feel threatened by AMD because the company can't meet demand for its own chips, even if AMD's products seem pretty awesome.
Incidentally, Amazon CEO Andy Jasse told me that Amazon Web Services will use Nvidia's incredibly powerful Grace Hopper supercomputer chips for its cloud infrastructure platform, even as the company makes chips for artificial intelligence. Despite the reports you may hear, the relationship between Nvidia and Amazon is strong.
Clearly, migration to the cloud still has a lot of potential. I was stunned when Jasse told me that 90% of the computation was still done locally . Many of these are still being executed outside the cloud, even those customers who will be left behind by the generative AI revolution if they don't move to the cloud soon.
I think the competitive advantage of companies moving to the cloud is so striking that it's effectively a " do or die" situation, and the only markets that can handle the traffic are Amazon Web Services, Google Cloud, and Microsoft's Azure. I now see Microsoft as the undisputed leader in artificial intelligence.
The launch of its co-pilot platform was incredibly successful. From my conversations with the company, I know that Co-Pilot is unmatched in its ability to help business people do their jobs better. I like the idea that businesspeople who have difficulty, say, with the ability to translate new concepts into a digestible form so that , say, investors or banks understand that they can't understand it, or writers who are blocked and need inspiration or help with numbers, they can turn to Co-Pilot to solve their problems.
Until I got here, I had no idea that Co-Pilot was so far ahead of us in practical, everyday business use, but it is a reality, thanks in part to Microsoft's brilliant investment in open AI, the alpha version of GPT chat, although yesterday we reported on news from Alphabet, which is rumored to be well behind competitors in the space.
They've taken this giant leap forward by revealing Gemini, their entry into generative artificial intelligence, and it's impressive. Now you can watch the six-minute video I want you to shoot on X for the platform formerly known as Twitter, without any code. You can joke with Gemini and this thing can recognize shapes, colors, objects, movies.
I was impressed by his creativity and weird, dry sense of humor. Take a look at these two examples from Gemini and you'll get the point. I know what you're doing. You are playing rock, scissors, paper. Press this. What do you see now? The fingers are spread out, resembling butterfly wings. What is it?
A big ear and a barking mouth. Dog . What kind of movie are they playing here? I think they're reenacting the famous slow-motion bullet scene from The Matrix. Okay, that's what caused Alphabet shares to rise 5% today. While investors researched what they were doing in the AI space until yesterday, I think people were under the illusion that Google was still stuck in search mode.
Gemini's video shows that this business is much more than just search and YouTube. This is why stocks are catching up with the rest of the AI cohorts. As for Amazon shareholders, don't worry. Generative AI is already deeply embedded in Amazon's business. This is how Amazon understands what people around the world might want , even before they know what they want.
That's how they can send you supplies the same day. A great change that saves you from having to go to the Staples store and look for a salesperson to unlock the plexiglass. It is hidden behind. Just order them online. You'll go, go, go, go to the office, when you get back to your porch, when you get back.
One thing I know, people, a lot of people I meet, are still trying to figure out what generative AI really means, especially if you're my age. If you don't understand this, maybe an example from football. I always find this useful. Let me tell you this. Let me...This is cool. Watch Amazon NFL's presentation on Prime Vision using NextGen stats.
Trainers work hard to disguise their actions. But after about a quarter of football, Amazon Generative AI is now up to speed and ready to predict many moves in a complex game in advance, including whether a Blitz might come and who will make it. This is incredible. It's incredible how often they get everything right.
This thing is smarter than Bill Beach. At least when it comes to picking up the blitz. You can run away, but you can't hide from generative artificial intelligence. He knows everyone's next move, even the NFL's masters of disguise. So, let me explain the point. I know it seems old-fashioned , but generative artificial intelligence just continues to amaze us.
And as long as this is the case , the stocks behind it will also be surprising. Let's move on to phones. Let's go to Joseph's in Hawaii. Joseph, good morning, Mr. Kramer, and aloha from the big island of Hawaii. How are you doing today? Mahalo. I'm fine. How are you doing? I'm fine. This is my first time calling, but I'm a long-time viewer.
Thank you for answering my call. Perfectly. Uh, a big thank you to all your hardworking men and women on your staff and thank you for your invaluable wisdom and guidance over the years. You are good. My staff is incredible . Good. Well, our good friends at Blackstone have offered to buy Rover for $2.3 billion .
And yes, we all love our furry little ones. Jim, to give you some background, Blackstone acquired Hilton in 2007, taking on significant debt during a major restructuring, it was a leveraged buyout transaction, $26.8 billion, all-cash offering, a record amount at the time. Seven years later, in 2014, Hilton went public again.
The IPO was $21. Today, Hilton is trading at $168. Truly a story. Looking further, I have three main questions. What do you think about the Rover acquisition? Is it possible that some third party will submit a bid to purchase before the January 24 deadline? And finally, should I buy a Rover? Thank you, Jim.
Good. No, don't buy, don't buy Rover. Buy Blackstone. We already reviewed Rover earlier this week, it was right after Elon Musk's keynote, and I think it got a little lost in the Must shuffle, but it was a brilliant deal. Blackstone is a great company, and the other day a guy was criticizing it, and I said, "Do they know who they're criticizing ?" "You're betting on John Gray." Nobody makes money betting against John Gray.
The generative revolution in artificial intelligence is happening right before our eyes, and it's an impressive development. It leads to an incredible rise in the stocks that drive all of this. Oh, tonight I'm speaking to you from the Seattle Space Needle. When the CEO of Amazon joins you for the first time in 19 years , you can't answer all your questions in just one night, right?
Tonight, my conversation with Andy Jasse continues, and we dive deeper into the company's business. Then, builder stocks surge, hitting new highs as Toll Brothers reported earnings and profit beat. I break down the earnings and tell you whether this could be the last or many good quarters. And does T-Mobile have a strong signal in this market? I'm going to meet with the ? Visit madmoney.cnbc.com.
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