Nvidia’s Historic Day… And A Changing Tune On Tariffs 1/6/25
CNBC's "Fast Money"
00:00
NVIDIA's Upcoming Keynote and Market Dynamics
This chapter explores the anticipation surrounding NVIDIA's keynote address, expected to showcase advancements in AI and the Blackwell chip, as well as new graphics cards for gamers. It highlights the competitive landscape with potential market shifts influenced by key players like Microsoft, AMD, and Intel. The discussion also covers stock valuations, semiconductor market trends, and the implications of a recent Citi upgrade on semi-cap equipment stocks.
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Transcript
