CNBC's "Fast Money" cover image

S&P Closes in on a New Record After the Fed Cut and Oracle Drops after Earnings 12/10/25

CNBC's "Fast Money"

00:00

NVIDIA, China and Blackwell Chip Controversy

Gene Munster discusses reports about DeepSeek using Blackwell chips, geopolitical theater, and NVIDIA's expected China revenue impact.

Play episode from 34:05
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app